Finance

November 6, 2020

Lee Duncan Succeeds John Craft, Becomes Second CEO of Alliance Group

LAWRENCEVILLE, Ga. — Alliance Group, a national insurance marketing organization (IMO), announced Monday that it has appointed Lee Duncan as the new President and Chief Executive Officer of the company. Duncan previously occupied the role of Chief Marketing Officer….

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Edward Jones Adds Financial Advisor Keith Eckhardt

COLORADO SPRINGS, Colo. — Edward Jones Financial Advisor Mike Biehl announced today that Financial Advisor Keith Eckhardt, has joined his office in Colorado Springs on October 14, 2020….

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November 5, 2020

LBA Ware Recruits Kim Schnieders to Propel Sales Strategy, Accelerate Rapid Business Growth Among Mortgage Bankers

MACON, Ga. — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced today it has hired sales executive Kim Schnieders as senior sales consultant. Schnieders will support the expansion of LBA Ware’s business development strategy during its rapid growth, driving revenue and supporting the influx of mortgage lenders implementing its award-winning technology….

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November 2, 2020

Certified Tax Resolution Specialist, James Cha from Ace Plus Tax Resolution, Advises Non-Filers to File Their Back Tax Returns Now

LOS ANGELES, Calif. — James Cha, a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, urges taxpayers to file their tax returns as soon as possible, even if they missed the tax deadline or can’t pay off, as they’re only increasing their tax bill by delaying….

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October 30, 2020

After, Inc. awarded ‘Disruptor of the Year 2020’ by the Internet Marketing Association for its QuickReg™ Smart Registration Platform

NORWALK, Conn. — The Internet Marketing Association held its annual IMPACT Conference on October 2, 2020, where After, Inc., a global leader in warranty and after-market services for some of the largest manufacturers in the world, received the “Disruptor of the Year 2020” Award for its QuickReg™ Smart Registration Platform….

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October 29, 2020

Surefire CRM by Top of Mind Integrates with Floify to Maximize Mortgage Loan Originators’ Sales 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 mortgage point-of-sale solution Floify….

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Strategic Benefits Advisors Urges 401(k) Plan Sponsors to Review Payroll Procedures Before Year’s End to Ensure SECURE Act Readiness

ATLANTA, Ga. — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today issued guidance urging 401(k) plan sponsors to review their payroll systems and procedures in advance of January 1, 2021, to ensure compliance with the federal Setting Every Community Up for Retirement Enhancement (SECURE) Act….

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SimpleNexus ROI Calculator lets mortgage lenders accurately model the financial and operational benefits of investing in digital mortgage technology

LEHI, Utah — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced the availability of the SimpleNexus ROI Calculator….

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LBA Ware Issues Q3 2020 Mortgage Loan Originator Compensation Report, Enhances Analysis with Addition of Loan Processor Compensation Data

MACON, Ga. — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today released summary statistics on the state of mortgage industry compensation in the third quarter of 2020….

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Promontory MortgagePath Launches Initiative to Help Minority-Owned Financial Institutions Expand Mortgage Credit Access to Underserved Communities

DANBURY, Conn. — Promontory MortgagePath LLC today launched its initiative to support minority depository institutions’ (MDIs) efforts to expand access to credit and homeownership in underserved communities. Through this initiative, Promontory MortgagePath, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, will partner with minority-owned banks and credit unions….

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