Finance

November 5, 2021

EnergyCAP Appoints Thomas R. Patterson, Jr. as Chief Executive Officer

BOALSBURG, Pa. — EnergyCAP, LLC (ENC), the leading provider of data and analytics software for energy and utility bill management, today announced that Thomas R. Patterson, Jr. (Tom) has been named as Chief Executive Officer (CEO) of the company. Steve Heinz, who founded the company in 1982, will retire from his role as CEO but will continue in an advisory capacity as a member of the Board of Directors….

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November 4, 2021

Fintech provider Promontory MortgagePath’s digital mortgage and fulfillment solutions receive renewed ABA endorsement

DANBURY, Conn. — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced the renewal of its product endorsement by the American Bankers Association (ABA). Promontory MortgagePath combines extensive mortgage operations and compliance expertise with industry-leading mortgage technology to provide efficient, cost-effective mortgage processing and fulfillment services to lenders of all sizes….

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TMC Emerging Technology Fund LP to Host TMC Mortgage Tech Day

SAN DIEGO, Calif. — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the “Fund”) will host TMC Mortgage Tech Day on March 19, 2022, in conjunction with TMC’s Winter Conference at the Fontainebleau Miami Beach….

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November 3, 2021

Vice Capital Markets’ Danny Enright honored as 2021 Rising Star by Mortgage Professional America

NOVI, Mich. — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced Senior Trader Danny Enright has been recognized by industry trade publication Mortgage Professional America (MPA) as one of its 2021 Rising Stars. In its inaugural year, the MPA Rising Stars award seeks to honor young professionals making a significant impact in the mortgage and housing industry….

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IDS’ Emilio Estrada Named a Mortgage Industry ‘Rising Star’ by MPA

SALT LAKE CITY, Utah — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today that account manager Emilio Estrada has been named a 2021 Rising Star by industry trade publication Mortgage Professional America (MPA). The MPA Rising Star awards program seeks to honor up-and-coming talent within the housing and mortgage industry….

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Mortgage Professional America honors multiple Promontory MortgagePath employees

DANBURY, Conn. — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC announced trade publication Mortgage Professional America (MPA) has recently recognized several of its employees. Chief Administrative Officer Bryan DeShasier was named a 2021 Housing Industry Icon by MPA in October, and Manager, Project Management Office Darcey O’Neill and Director of Backend Engineering Kevin Wheeler were both featured in MPA’s 2021 Rising Star awards program, announced today….

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ACES Quality Management announces ACES ENGAGE, a two-day conference defining the future of quality management and control for the financial services industry

DENVER, Colo. — ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the launch of ACES ENGAGE, a conference designed to bring together the nation’s top financial services quality management professionals to discuss industry trends and best practices….

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November 2, 2021

Mortgage Coach and Sales Boomerang accelerate lead conversion with personalized Total Cost Analysis loan presentations for every managed borrower

IRVINE, Calif. — Mortgage Coach, the borrower conversion platform empowering mortgage lenders to deliver clear mortgage advice and lending education with the interactive Total Cost Analysis (TCA) loan comparison, today announced an integration with Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system….

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SimpleNexus’ Mortgage Loan Compensation Report for Q3 2021 shows year-over-year decline in individual LO commission led by waning refi volume

LEHI, Utah — SimpleNexus, owner of the recently acquired LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today released summary statistics on the state of mortgage industry loan compensation in the third quarter of 2021….

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November 1, 2021

FormFree integration with OpenClose enhances lending experience with quick and easy borrower-permissioned data verification

ATHENS, Ga. — FormFree® Founder and CEO Brent Chandler today announced the availability of its AccountChek® financial data verification service within OpenClose®, the leading fintech provider of mortgage software solutions for banks, credit unions and mortgage lenders. The integration embeds AccountChek into OpenClose’s ConsumerAssist(tm) Enterprise POS and LenderAssist(tm) LOS, giving borrowers the freedom to electronically permission verification data with ease when applying for a mortgage loan….

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