Finance
ACES Quality Management Makes Key Loan Audit Platform Upgrades to Elevate User Experience for Lending Institutions
DENVER, Colo. — ACES Quality Management (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the release of several key features and enhancements to its ACES Quality Management & Control Software. The updates are designed to improve reporting through the system and create a highly customizable, easy-to-use experience….
Top of Mind Makes Educational Content from Its Surefire Summit Available to Mortgage Marketers Industry-Wide
ATLANTA, Ga. — Top of Mind Networks, a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the widespread availability of educational content from its 2020 Surefire Summit user conference. Designed to teach mortgage marketers how to earn clients for life, the conference originally aired as a users-only virtual event….
LBA Ware Unveils Expanded Functionality to CompenSafe’s ‘Verify Pay’ Feature
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 updated CompenSafe’s Verify Pay feature, which enables loan originators (LOs) and other commissioned or bonus-based employees to review and verify their incentive compensation before paychecks are cut, greatly reducing the hassle, time and cost of remediating incentive compensation disputes….
HousingWire Honors DocMagic’s Brian D. Pannell with 2020 Tech Trendsetters Award
20-1207-Brian-D-Pannell-696×522.jpg — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that its chief eServices executive, Brian D. Pannell, has received HousingWire’s 2020 Tech Trendsetters award….
PARAGON Wealth Strategies Acquires Jacksonville-based Mellen Money Management, Creating Multi-Generational Wealth Management Firm
JACKSONVILLE, Fla. — PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management – a fee only financial planning firm specializing in investment management and life-stages planning for growing families….
MCTlive! Pool Optimizer Technology Sets New Bar for Best Execution Loan Sales
SAN DIEGO, Calif. — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, debuted upgraded MCTlive! Pool Optimizer functionality at its MCT Exchange client conference last month. The technology enables secondary marketing managers to use actual cash window execution for optimization on each individual loan rather than using a dealer survey for spec pay-ups….
SimpleNexus and Unify Integrate to Help Mortgage Lenders Streamline the Loan Process, Reduce Application Abandonment
LEHI, Utah — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced a two-way integration with Unify’s Business Growth Platform that streamlines the loan application process to improve efficiency and help mortgage lenders reduce application abandonment….
Galway Insurance Holdings Secures Majority Interest from Harvest Partners with New Equity Investments from Oak Hill Capital and The Carlyle Group
SAN FRANCISCO, Calif. — Galway Insurance Holdings (“Galway”), the holding company for EPIC Brokers & Consultants (“EPIC”) and JenCap Holdings (“JenCap”), which together represent one of the nation’s largest insurance distribution firms, announced today that it has signed a definitive agreement with vehicles controlled by Harvest Partners, LP and its affiliates (“Harvest”) for a majority interest of Galway….
NotaryCam’s Henry Smith Named 2020 HW Tech Trendsetter
NEWPORT BEACH, Calif. — NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that Henry Smith, Director of Notary Operations, has been named a 2020 Tech Trendsetter by housing finance trade publication HousingWire as part of its second annual HW Tech Trendsetter Awards program….
Dana Dillard to Join Housing Finance Strategies
WASHINGTON, D.C. — Housing Finance Strategies President Faith Schwartz today announced that industry leader and award-winning mortgage executive Dana Dillard will join her firm as leader of its diversity and inclusion practice and a principal in its expanding advisory services practice….