Tag: Finance
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BlackFin Group Offers ’10x Business Review’ to Help Spike Lender Profitability
IRVINE, Calif. — BlackFin Group – a boutique-style consulting firm focused on mortgage banking and financial services, announced the offering of a standardized, end-to-end, lender business review. The lender 10X Business Review is an affordable, comprehensive, fixed rate, three-week engagement.
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NotaryCam Anticipates 2019 Banner Year, Citing Growing Adoption of Remote Online Notary, Remote Online Closing
NEWPORT BEACH, Calif. — NotaryCam(R), creator of remote online notarization (RON), acknowledged leader in online notarization and original provider of patented mortgage eClosing solutions, today announced it is extending its 2018 record growth to another unprecedented performance in 2019. Following a nearly 140 percent 2018 increase in new users, NotaryCam surpassed 200,000 users in the…
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DocMagic and LendingPad Integrate for Easy, Compliant Document Preparation and eSigning
TORRANCE, Calif. — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that it has completed an integration with cloud-based loan origination system (LOS) provider LendingPad from WEI Technology LLC, offering its document preparation services directly from within the LendingPad environment.
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Financial Research Firm Reveals New FLEX-10 Index to Track Performance of the Market’s Top Ten Stocks
BALTIMORE, Md. — Charles Street Research (CSR), a financial research and publishing think tank based in Baltimore, Maryland, recently revealed a brand new performance index for one of their top research services.
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EPIC adds New Benefits Consulting Team in Houston TX
HOUSTON, Texas — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the hiring of Principal Ed Oravetz, Principal Keith McNeely, Principal David Potts, Client Executive Elisha Johnson and Client Manager Marilu Alejandre.
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The Solaris Group, LLC Joins Klingenstein Fields
NEW YORK, N.Y. — The Solaris Group (Solaris), a New York-based wealth advisor and investment consultant to non-profit organizations, today announced that it is joining KF Group LP, an affiliate of Klingenstein Fields Wealth Advisors (KFWA), a complementary wealth advisor also based in New York.
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Klingenstein Fields Wealth Advisors Acquires Assets of The Solaris Group LLC
NEW YORK, N.Y. — Klingenstein Fields Wealth Advisors (KFWA), a leading independent wealth advisor based in New York, today announced the acquisition, through its affiliate KF Group LP, of the assets of The Solaris Group, LLC (Solaris), a complementary New York-based wealth advisor. Together, the combined firm will have over $4.0 billion in assets under…
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Jessica Merino Receives the Young Entrepreneur Award from NAWBO Chicago
CHICAGO, Ill. — On Monday, May 6, 2019, Jessica Merino of Merino Wealth Management received the Young Entrepreneur Award at the Annual Celebration NAWBO Chicago Achievement Luncheon.
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Homebot Aims to Improve Prequal-to-App Pull Through with Buyer Enhancements to Its Customer Engagement Platform
DENVER, Colo. — Homebot, a customer engagement platform that delivers financial scenarios to help homeowners build wealth, today announced major enhancements to the homebuying side of its platform. The latest release inserts lenders into the market search process by integrating prompts for buyers to obtain a prequal or preapproval, lock a rate, and inquire about…