Finance

January 21, 2020

Best Financial Life Launches Deliberate Money Moves Podcast

DANVILLE, Calif. — Greater East Bay financial planning firm Best Financial Life announces the launch of the Deliberate Money Moves podcast. Deliberate Money Moves was developed as a new avenue to educate clients and prospects on a wide variety of money and financial wellness topics so they can discover how to make better, more beneficial decisions when it comes to their financial landscape….

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CardTapp and Top of Mind Offer Combined Solution Aimed at Improving Loan Officer Productivity and Lead Response Time

ATLANTA, Ga. — CardTapp, your always-on digital assistant, today announced an integration with Surefire by Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry. The integration brings together Surefire’s new Power Calls capability with CardTapp’s digital assistant solution to increase loan officer productivity and enable speedier borrower outreach….

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January 16, 2020

Top of Mind Elevates Jonas Kruckeberg to Executive Vice President of Strategic Partnerships and Industry Relationships

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 it has elevated Jonas Kruckeberg to executive vice president of strategic partnerships and industry relationships….

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LBA Ware Releases 2019 LO Compensation Report

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 2019. The firm’s analysis of year-over-year data from its CompenSafe ICM platform reveals compelling trends about how mortgage lenders nationwide are managing commissions for loan originators (LOs)….

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Papa and Priority Health Announce Strategic Partnership Launch to Offer Senior Citizens More Freedom to Age in Place

MIAMI, Fla. — Papa Inc., a nationwide provider for seniors and caregivers announced today its newest partnership with Priority Health. Papa will provide “Grandkids On-Demand” for Priority Health’s PriorityMedicare Edge and PriorityMedicare Ideal Medicare Advantage plan members….

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EPIC Launches New National Specialty Practice: Asset Lifecycle Management

SAN FRANCISCO, Calif. — EPIC Insurance Brokers & Consultants announced today the launch of a national specialty practice, Asset Lifecycle Management, providing risk consulting and risk transfer solutions focused on clinical and electronic equipment. Large healthcare systems, major universities, and financial institutions rely on electronic equipment to conduct daily operations….

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January 15, 2020

SimpleNexus attributes record 2019 growth to lender demand for integrated digital mortgage technology

LEHI, Utah — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced that it credits its accelerated 2019 growth to demand for digital mortgage tools capable of easy integration with lenders’ full tech stacks….

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OptifiNow Leverages ReverseVision API to Streamline Reverse Loan Origination at Open Mortgage

SAN DIEGO, Calif. — ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced their recently released Loan Import API has been leveraged by OptifiNow for mutual lender client Open Mortgage….

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Travel Insurance Companies vs. Cruise Lines: Why Shopping Around Is The Better Choice

NEW YORK, N.Y. — With the kick off of the Cruise Wave Season this month, the time when cruise companies offer the best deals on cruises, TravelInsurance.com urges travelers to purchase travel insurance early to protect their investments and ensure they’re covered in the event of travel mishaps….

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January 14, 2020

FormFree Generates Record Number of Combined Verification Reports in 2019

ATHENS, Ga. — FormFree rounded out 2019 with a 65 percent increase in total orders for its AccountChek Asset Report and three-in-one Passport Report over the previous year. The surge in adoption of the company’s market-leading products, which allow lenders to verify borrower asset, income and employment information, caps a long list of product milestones….

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