Finance

February 4, 2021

SimpleNexus accelerates momentum in 2020 with one of eight U.S. mortgage loans passing through its homeownership platform

LEHI, Utah — SimpleNexus, developer of the leading homeownership platform for loan officers (LOs), borrowers, real estate agents and settlement agents, today announced accelerated momentum in 2020 marked by expansive market growth and product innovation….

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February 3, 2021

CA Property Tax Laws Change in 13 Days: To Help Heirs Now Inheriting Property to Preserve Low Property Tax Base – Commercial Loan Corp Offers Free Benefit Analysis

NEWPORT BEACH, Calif. — With only 13 days left before California Proposition 58 property tax breaks undergo changes and limitations imposed by new tax measure Proposition 19, on Feb. 16, 2021 – popular trust lender Commercial Loan Corporation is offering Heirs of Estates and Trust Beneficiaries, who are inheriting a home from parents, a free benefit analysis….

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Policy Inspector Partners with FIMC

STOWE, Vt. — Policy Inspector Inc. is pleased to announce we have partnered with FIMC in their new Silver Safeguard benefit program. The Policy Inspector searches for lost insurance policies and annuities for members and their loved ones; including policies on living and deceased policyholders….

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February 2, 2021

EPIC Welcomes John Prentis and Larry Bowlus to Executive Risk and Cyber Practice

SAN FRANCISCO, Calif. — EPIC Insurance Brokers & Consultants is pleased to welcome John Prentis and Larry Bowlus to its Executive Risk and Cyber practice. Joining from a global broker, Prentis and Bowlus will focus on large public, technology, and financial institution executive liability coverages, including Directors & Officers Liability….

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Sales Boomerang Ushers in New Era of ‘Smart’ Borrower Retention with Beta Release of Prescriptive Scenarios

WASHINGTON, D.C. — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, today announced the beta release of Prescriptive Scenarios, a product line of ‘smart’ loan scenarios designed to identify the ideal loan for each borrower….

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Taylor Wilshire and the Wilshire Foundation Receive Global Excellence Award While Spearheading International Change During Pandemic

NEW YORK, N.Y. — Taylor Wilshire and the Wilshire Foundation will receive the Global Excellence Award (GEA) from the Consortium of International Social and Financial Responsibility (CISFR) on February 15, 2021. This award highlights the Wilshire Foundation’s outstanding achievements, advancements, and innovations in international business and global affairs….

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January 28, 2021

ACES Quality Management Recruits Mortgage Compliance Expert Amanda Phillips as Latest Executive Vice President

DENVER, Colo. — ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced it has selected Amanda Phillips as executive vice president of compliance….

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January 27, 2021

Fairway America, LLC selects Pereview as its new asset management platform

PORTLAND, Ore. — Commercial real estate and private equity investment firm Fairway America has chosen Pereview Software to support its growing portfolio. Pereview is the only all-in-one asset management platform that manages all of a client’s data across the entire asset lifecycle from acquisition to disposition….

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LBA Ware Issues Q4 2020 Loan Compensation Report, Includes Summary of 2020 Loan Originator Commission Trends

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 incentive compensation in the fourth quarter of 2020 and loan originator (LO) commissions for the year as a whole….

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January 26, 2021

Paramount Property Tax Appeal Offering a Free New Years Evaluation for Affluent Homeowners & Business Property Owners, RE: ‘Feb 16 Changes to Tax Laws & Tax-Reduction Solutions’

SAN DIEGO, Calif. — With only 20 days left before CA tax laws change, imposing limitations on property tax relief – property tax reduction firm Paramount Property Tax Appeal is ushering in the New Year with a free New Years evaluation for California families, affluent homeowners and all types of business property owners – to determine what steps to take to lower their property tax bill….

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