Tag: Finance
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Financial Advisor Frank Wynne of Edward Jones Receives Certified Private Wealth Advisor® Designation
COLORADO SPRINGS, Colo. — Financial Advisor Frank Wynne in Colorado Springs, Colorado has achieved the Certified Private Wealth Advisor®, or CPWA®, designation through the Investments & Wealth Institute®. Coursework was provided by the Yale School of Management.
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HilltopSecurities Joins Agile’s Growing Broker-Dealer Network
PHILADELPHIA, Pa. — Agile, a groundbreaking fintech bringing mortgage lenders and broker-dealers onto a single electronic platform, is excited to announce that HilltopSecurities, a full-service investment bank and wealth advisory firm, has joined Agile’s broker-dealer network.
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Secured Signing Approved to Provide Remote Online Notarization (RON) Platform for Delaware Notaries
WILMINGTON, Del. — Secured Signing, a leading provider of Remote Online Notarization (RON) solutions for Real Estate, Legal, Generic Notary transactions, is delighted to announce its official Approved Technology Providers as a RON solution for Delaware Notaries. With this approval, notaries can seamlessly utilize Secured Signing to notarize documents for their clients online, all from…
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LenderLogix Q3 2023 Homebuyer Intelligence Report Data Shows Slight Decline in Home Buying Activity
BUFFALO, N.Y. — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced the latest release of the Homebuyer Intelligence Report, a quarterly summary of insights into borrower behavior during the home buying process based on data collected by the LenderLogix suite of tools.
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Down Payment Resource highlights 42 Native American homebuyer assistance programs in honor of Native American Heritage Month
ATLANTA, Ga. — Down Payment Resource (DPR), the housing industry’s leading technology for connecting home buyers with homebuyer assistance programs, is highlighting 42 U.S. homebuyer assistance programs in 14 states that are specifically designed to support Native Americans (American Indians and Alaska Natives) in conjunction with Native American Heritage month.
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Mortgage Machine Services Director of Sales, Dan McGrew, Speaking at the North Carolina eMortgage Closing Conference
ADDISON, Texas — Mortgage Machine Services, an industry leader in digital origination technology to residential mortgage lenders, today announced Dan McGrew, its Director of Sales will be speaking at the North Carolina eMortgage Closing Conference on Tuesday, Oct. 24 beginning at 2 p.m.
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The Mortgage Collaborative Selects 2024 Board of Directors and Advisory Council
SAN DIEGO, Calif. — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, today announced its 2024 Board of Directors and Advisory Council.
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Dark Matter Technologies adds mortgage technology veteran Stephanie Durflinger as chief product officer
JACKSONVILLE, Fla. — Dark Matter Technologies (Dark Matter), an innovative new leader in mortgage technology backed by time-tested loan origination software and leadership, today announced the appointment of Stephanie Durflinger as chief product officer. Durflinger, a 15-year mortgage technology veteran, comes to Dark Matter from ICE Mortgage Technology, where she most recently served as senior…
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Jenny Moss joins fintech FormFree as director of marketing
ATHENS, Ga. — FormFree® today announced the appointment of Jenny Moss as its new director of marketing. The timing of the move comes just as the company is launching its Passport® portable financial ID on October 20 and the FormFree Exchange (FFX), an online marketplace where lenders compete for the business of Passport users, later…