Finance

September 23, 2021

#HousingDC21 Sets Attendance Record

WASHINGTON, D.C. — Housing Finance Strategies Founder & CEO Faith Schwartz today recapped the successful two-day #HousingDC21 virtual conference held on September 20-21 of this week….

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September 21, 2021

Alyssa Gelper Joins Klingenstein Fields Advisors as a Managing Director, Senior Advisor, in New York

NEW YORK, N.Y. — Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor….

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Mortgage Coach introduces integration with LoanSense to help federal student loan holders become homeowners and increase purchase power

CORONA, Calif. — Mortgage Coach, the industry’s leading platform enabling mortgage lenders to create digital and accurate home loan options for consumers, today announced its partnership with LoanSense, an online student loan advisor that helps federal student loan holders enroll in affordable repayment and forgiveness plans….

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LBA Ware’s LimeGear integrates with Experience.com to turn customer satisfaction scores into actionable business intelligence for mortgage lenders

MACON, Ga. — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced it has partnered with Experience.com, home of the world’s most impactful Experience Management Platform (XMP), to provide customers with a dynamic way to track customer satisfaction as a key performance indicator (KPI) in LBA Ware’s LimeGear™ BI platform….

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September 17, 2021

Chelsea Groton Bank, in Partnership with NCDC and GNACC, Offers Free Business Seminars for Local Entrepreneurs

GROTON, Conn. — Chelsea Groton Bank kicks off their 5-week “Cultivating Great Business: Small Business Bootcamp” on October 5, 2021. The FREE small business series, designed for aspiring and established entrepreneurs, is offered through the Bank’s financial education program, Chelsea University, in partnership with the Norwich Community Development Corporation (NCDC) and the Greater Norwich Area Chamber of Commerce (GNACC)….

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LBA Ware to host Experience.com’s Kristin Messerli for webinar on the latest millennial homebuyer market research

MACON, Ga. — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced the third installment in its 2021 webinar series. The Myths that Keep Millennials from Buying: Data-Driven Direction for Growing Your Share of America’s Largest Homebuyer Market will feature special guest Kristin Messerli, a leading expert on NextGen (a.k.a. millennial) homebuyers….

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September 15, 2021

US-based Carbon Direct invests €15M ($17.7M) for 7% stake in Calix’s LEILAC business

SYDNEY, Australia — Multi-award-winning Australian technology company Calix Limited (ASX: CXL) (“Calix” or the “Company”) is pleased to announce global decarbonisation investor Carbon Direct Capital Management has invested €15m for a 6.98% equity stake in Calix subsidiary, the LEILAC Group, which is dedicated to the commercialisation and ongoing development of Calix’s LEILAC CO2 capture technology….

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ACES Mortgage QC Industry Trends Report Shows Decline in Critical Defect Rate for Second Consecutive Quarter

DENVER, Colo. — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the release of its quarterly ACES Mortgage QC Trends Report covering the first quarter (Q1) of 2021. The latest report provides an analysis of post-closing quality control data derived from ACES Quality Management & Control® software….

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September 14, 2021

HomeBinder joins The Mortgage Collaborative’s Preferred Partner Network

BOSTON, Mass. — HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, Realtors, and other authorized professionals, today announced it has joined The Mortgage Collaborative’s (TMC) Preferred Partner Network. The new membership enables HomeBinder to offer preferential pricing to TMC’s nearly 150 member banks, credit unions and independent mortgage banking companies….

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September 9, 2021

New MBS Fintech Agile Revolutionizes Trading with the Launch of RFQ Platform

PHILADELPHIA, Pa. — Agile, a new fintech bringing mortgage lenders and broker dealers on to a single electronic platform, has formally announced the launch of its flagship RFQ (request for quote) platform. All MBS market participants can now participate on an electronic platform that expedites the exchange of To-Be-Announced Mortgage-Backed Securities (TBAs)….

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