Finance
Plan sponsors should prepare for smooth sailing for ‘SECURE Act 2.0’ retirement reform bill
ATLANTA, Ga. — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) issued a statement today notifying plan sponsors of pending bipartisan legislation that could significantly impact employer-sponsored retirement plans….
ACES Quality Management Launches ACES CONNECT While Also Integrating 30 New Vendors to Its Core Platform
DENVER, Colo. — ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the launch of ACES CONNECT™, as well as the addition of 30 integrated vendor partners into ACES Quality Management & Control™ software as part of its spring product release….
Luma Wealth Has Formed an Advisory Council
CLEVELAND, Ohio — Luma Wealth Advisors is pleased to announce that it has formed an Advisory Council to facilitate its national growth as a leading provider of financial advice for women and their families….
Expetitle and Nada Partner to Create a Next Generation Real Estate Experience
DALLAS, Texas — Today, Expetitle announces a service expansion into Texas via a strategic partnership with Nada to offer a streamlined and centralized home closing transaction….
Sales Boomerang integration with Volly enables lightning-fast lead response for increased mortgage loan volume and customer retention
WASHINGTON, D.C. — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, today announced its integration with Volly, an industry-leading provider of SaaS-based fintech and creative marketing services to the financial services industry….
SimpleNexus applauds Mortgage Bankers Association (MBA) for targeting federal Remote Online Notarization (RON) legislation as National Advocacy Conference priority
LEHI, Utah — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today praised the Mortgage Bankers Association (MBA) for naming federal Remote Online Notarization (RON) legislation as a core issue of its National Advocacy Conference….
EPIC Adds Sam Wagener as Principal – Further Strengthens P&C and Captive Capabilities in West Region
SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sam Wagener has joined the firm….
DocMagic to Give Away its Popular Bunny Slippers to Donors at Upcoming Los Angeles-Area Blood Drive
TORRANCE, Calif. — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance and comprehensive eMortgage services, announced that it will be offering its signature pink bunny slippers to each person that donates blood at an upcoming mobile blood drive on Sunday, May 16, in downtown Los Angeles….
MCT’s Enhanced Best Execution (EBX) Technology Automates MSR Retain-Release Decisions
SAN DIEGO, Calif. — Mortgage Capital Trading®, Inc. (MCT), the leading mortgage hedge advisory and secondary marketing software firm, announced today their Enhanced Best-Execution (EBX) tool used for MSR retain-release decisions has now automated the function of pulling comprehensive data from MCTlive!® and MSRlive!®….
Top of Mind launches ‘Retention Center’ to help loan originators foster customer loyalty
ATLANTA, Ga. — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced it has launched the Surefire CRM Retention Center to help loan originators (LOs) foster loyalty among their clients….