Tag: Finance
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Roger Guilian, Former Counsel and Risk Management Expert for ENR Top 100 Engineering Firm, Bolsters Greyling Division of EPIC
ALPHARETTA, Ga. — EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Roger Guilian, J.D., has joined the firm’s Greyling division as Senior Vice President, Risk Management.
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Blaylock Van Partners to Support 2nd Annual United Diversity Business Summit
PHOENIX, Ariz. — Blaylock Van, LLC, the nation’s longest continuously operating Black-owned investment bank, will serve as a sponsorship partner for the 2nd annual United Diversity Business Summit, Presented by Thinkzilla Consulting Group & The City of Scottsdale. The Sept. 14 summit will convene diverse business leaders and entrepreneurs across Arizona.
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FormFree and Finastra partnership streamlines borrower verification for improved mortgage loan processing
ATHENS, Ga. — Finastra and FormFree®, a market-leading fintech company that enables lenders to understand people’s true ability to pay (ATP®), have partnered to further streamline electronic borrower verification for mortgage lenders.
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Vice Capital Markets Releases API for Freddie Mac Cash Purchase Statement
NOVI, Mich. — Vice Capital Markets, a leading mortgage hedge advisory firm for independent lenders, banks and credit unions, announced today that it is one of the first Freddie Mac-integrated Secondary Market Advisors (SMAs) to release an integration for Freddie Mac’s Cash Settlement Purchase Statement application programming interface (API).
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New Energy Risk Announces Milestone as Clients Raise $3B in Capital, Also Announce Senior Promotions
AVON, Conn. — New Energy Risk (NER), a wholly-owned division of Paragon Insurance Group, on June 30 surpassed $3 billion in capital raised by clients since inception, a pivotal marker as the company continues to support the deployment of innovative technology solutions to address climate change and other global challenges.
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MCTlive! Capital Markets Platform Becomes First to Integrate with Freddie Mac’s Whole Loan Purchase Advice Seller API
SAN DIEGO, Calif. — MCT’s award-winning capital markets platform, MCTlive!, is the first to integrate with Freddie Mac’s Whole Loan Purchase Advice Seller API. This API connection allows MCT Mark-to-Market and Hedge Accounting Reports to be updated with Freddie Mac purchase data directly, instead of waiting to run reports through a Loan Origination System (LOS).
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DaVinci Capital Partners Crafts Customized Financial Solutions for Clients Throughout Ventura County
WESTLAKE VILLAGE, Calif. — DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.
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PitBullTax Software Named to the 2022 Inc. 5000 List of the Fastest Growing Private Companies in America
CORAL SPRINGS, Fla. — PitBullTax Software, the Nation’s Leading Tax Resolution Software for CPAs, EAs and Tax Attorneys has revealed it has won a spot on the 2022 Inc. 5000 list of the fastest growing private companies in America.
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Sales Boomerang named to Inc. 5000 list for second consecutive year
OWINGS MILLS, Md. — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced that the Sales Boomerang borrower intelligence solution made its second consecutive appearance on Inc.’s annual Inc. 5000 list.
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Promontory MortgagePath adds John Gust as Director of Product Management
DANBURY, Conn. — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and fulfillment solutions, announced industry veteran John Gust has joined the organization as the director of product management. In this role, Gust leads the product management and user experience teams and is responsible for product strategy, planning, execution, and rollout of Promontory…