Finance

February 25, 2021

Fairport Wealth Announces 2021 Community Beacon Recipient

CLEVELAND, Ohio — Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, “The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a hand to the Food Bank. Its mission closely aligns with our goal of helping families.”…

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February 24, 2021

KBKG Welcomes Two New Directors to Atlanta-Based Operation

ATLANTA, Ga. — Nationwide tax specialty firm KBKG hired two new Directors, Amar Patel and Ian Williams, as part of their Southeast practice. Both Directors join KBKG with over 25 years of combined experience in Cost Segregation and Research & Development Tax Credits, two key services offered by the firm to CPAs and businesses….

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February 23, 2021

EPIC Announces Leadership Structure Realignment

ATLANTA, Ga. — EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effective immediately, across the company. The moves are designed to position EPIC to thrive for years to come….

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February 19, 2021

EPIC Adds Allen Baker as Senior Risk Consultant

BIRMINGHAM, Ala. — EPIC Insurance Brokers and Consultants announced today that Allen Baker has joined its National Energy Construction Team as a Senior Risk Consultant. Baker will be based in Birmingham, Alabama….

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February 18, 2021

FormFree’s Expanded Income and Employment Verification Covers 85% of Working Americans

ATHENS, Ga. — FormFree® today announced its AccountChek® 3n1 (3n1) asset, employment and income verification service now covers 85% of U.S. workers whose employers utilize a payroll processing service, representing over 100 million wage earners….

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February 17, 2021

MBA’s Charmaine Brown to Kick-Off Day One #HousingDC21 Discussion on Diversity, Equity and Inclusion

WASHINGTON, D.C. — Housing Finance Strategies President Faith Schwartz today announced that Charmaine Brown, the Mortgage Bankers Association Director of Diversity, Equity & Inclusion will kick-off Day One of #HousingDC21, a 100% virtual housing summit being held on September 20-21, 2021….

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February 16, 2021

Top of Mind Elevates Nick Belenky to Chief Revenue Officer

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, announced the promotion of Nick Belenky to chief revenue officer. In this elevated role, Belenky will lead Top of Mind’s marketing, sales and customer experience teams….

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SimpleNexus User Group Announces Finalized SNUG 2021 Agenda, Debut of Inaugural Nexus Awards

LEHI, Utah — SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, today announced it has finalized the 2021 SimpleNexus User Group (SNUG) conference agenda with the addition of new speakers and the inaugural Nexus Awards presentation ceremony….

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February 11, 2021

Surefire CRM by Top of Mind Integrates with Blend to Optimize Borrower Experience, Expedite Mortgage Loan Application Process

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, announced its integration with digital lending platform Blend….

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Promontory MortgagePath Appoints Savita Ilango as Chief Financial Officer

DANBURY, Conn. — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced today it has hired Savita Ilango as chief financial officer. A financial industry veteran, Ilango brings unique perspectives for helping Promontory MortgagePath continue both on its growth trajectory and toward achieving its mission of changing the way lenders approach their mortgage business….

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