Finance

April 30, 2021

Strategic Benefits Advisors welcomes Kah-Lee Wong as senior benefits consultant

ATLANTA, Ga. — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) announced that Kah-Lee Wong, FSA, EA, MAAA, has joined the firm as a senior benefits consultant. In this role, Wong will work closely with organizations to provide actuarial consulting services and solve challenges related to their employee benefits plans….

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IDS Honored as Bronze Stevie® Award Winner In 2021 American Business Awards®

SALT LAKE CITY, Utah — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today it was named the winner of a Bronze Stevie® Award in the Customer Service Department of the Year category in The 19th Annual American Business Awards®….

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LBA Ware taps STRATMOR Group alum Angie Middlebrook for mortgage software implementation role

MACON, Ga. — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced it has added mortgage industry expert Angie Middlebrook as a software implementation consultant….

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April 28, 2021

Nomis Solutions Builds First-String Team to Spearhead Mortgage Initiatives

SAN FRANCISCO, Calif. — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced it has added several new sales and marketing hires to support its mortgage pricing and profitability management initiatives and competitive intelligence technology….

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April 27, 2021

Sales Boomerang and Insellerate combine real-time borrower intelligence and marketing automation to supercharge mortgage customer engagement

WASHINGTON, D.C. — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, has expanded its integration with leading mortgage customer experience platform Insellerate….

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LBA Ware to host capital markets expert Rob Chrisman for webinar on today’s mortgage M&A market

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 second installment in its free, quarterly webinar series….

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SimpleNexus enhances its eClose solution with remote online notarization (RON), enabling mortgage lenders to execute full eClosings

LEHI, Utah — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced SimpleNexus eClose now supports remote online notarization (RON), enabling lenders to efficiently conduct fully-digital eClosings….

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Wells Fargo, CoreLogic and Volly Sponsor #HousingDC21 Virtual Housing Summit

WASHINGTON, D.C. — Housing Finance Strategies President Faith Schwartz today announced three new sponsors have joined #HousingDC21, a 100% virtual housing summit being held on September 20-21, 2021. The new sponsors are Wells Fargo, Platinum, CoreLogic, Gold and Volly, Silver….

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April 26, 2021

Paragon Insurance Names Christian Phillips as President of Contingency Practice

AVON, Conn. — Paragon Insurance Holdings LLC, a national multiline specialty managing general agent (MGA), has named Christian Phillips as President of its newly created Paragon Contingency Practices….

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April 23, 2021

MCT Dives into Q2 with Two New Industry Leaders to Support Growth

SAN DIEGO, Calif. — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced Mike Robertson and Justin Putz have joined the company in the roles of Senior Regional Sales Director and Midwest Regional Sales Director respectively….

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