Finance
While More and More Tampa Bay-Based Organizations Focus On Mental Health and Wellness, GTE Financial Has Been On Board For Years
TAMPA, Fla. — GTE Financial recognizes Mental Health Awareness Month by celebrating the importance of access to mental health services. Mental Health has been an important topic for GTE Financial for several years and during the pandemic, this important initiative proved to be an essential benefit….
Atlantic Bay Mortgage Group® Surpasses 10,000 Paperless eClosings with DocMagic’s Total eClose™ Solution
TORRANCE, Calif. — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that Atlantic Bay Mortgage Group®, a national independent mortgage banker, has successfully processed more than 10,000 paperless eClosings….
Top of Mind makes Surefire Creative content available as a standalone marketing resource for mortgage lenders
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 the launch of Surefire Creative, an online library of award-winning marketing collateral designed to supplement mortgage lenders’ prospect, client and partner marketing programs….
FormFree announces Former JPMorgan Chase Division CEO Kevin Watters joins its Board of Directors
ATHENS, Ga. — FormFree® today welcomed Kevin Watters to its board of directors. Watters is a payments, mortgage lending and business banking leader known for his ability to successfully and rapidly scale financial services businesses through operational and technology transformation….
MCT Introduces BAM Marketplace, the First Truly Open Mortgage Loan Exchange
SAN DIEGO, Calif. — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced the public introduction of BAM Marketplace™. Originally launched to support existing MCT sellers during the 2020 pandemic liquidity crisis, BAM Marketplace now welcomes new buyers and sellers as the world’s first truly open loan exchange between unapproved counterparties….
5X Solutions Adds Compensation Analysis to their Mortgage Business Intelligence Platform
SAN DIEGO, Calif. — 5X Solutions, LLC, a mortgage business intelligence and data analytics company, has announced the addition of loan agent compensation analysis to its automated financial reporting and mortgage business intelligence software….
After, Inc. publishes a ‘Risk Management 101’ guide that gives Warranty Leaders a first-hand look at this complex discipline
NORWALK, Conn. — After, Inc. a pioneer in the Warranty Services industry, has provided innovative warranty marketing, analytics, and program management solutions to top-tier manufacturing clients since 2005. In delivering program management solutions, After, Inc. found that few manufacturers understand Risk Management….
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….