Tag: Finance
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MonitorBase Launches Instant Inquiry Alerts to Help Lenders Capture More Opportunities
MURRAY, Utah — MonitorBase, a mortgage fintech company that monitors prescreened credit information and real-time behavioral data to alert lenders when one of their contacts is in the market to purchase or refinance a home, today announced the launch of instant credit inquiry alerts for their mortgage lender clients.
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MCTlive! Lock Volume Indices: January 2023 Data
SAN DIEGO, Calif. — Mortgage Capital Trading, Inc. (MCT®), the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for January 2023. MCT Data represents a balanced cross section of several hundred lenders among…
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Percy CEO Charles Williams honored as RISMedia 2023 Real Estate Newsmaker for the second consecutive year
NASHVILLE, Tenn. — Percy, maker of market intelligence-driven client engagement tools for real estate brokers and mortgage lenders, today announced that CEO Charles Williams has been named an RISMedia 2023 Real Estate Newsmaker. Williams was honored in the Futurist category for innovation in the property technology (proptech) field that has enabled real estate brokerages to…
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Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Management Teams List – in Illinois
WARRENVILLE, Ill. — Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the inaugural Forbes Best-in-State Wealth Management Teams list* for 2023! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.
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KROST Welcomes Grant Miller as Principal of Tax
LOS ANGELES, Calif. — Los Angeles-based CPA firm, KROST CPAs & Consultants, welcomes Grant K. Miller, CPA, EA, as Principal of Tax. To begin his new role as Tax Principal, Grant will be based in our Woodland Hills office and he will provide direction and leadership to further the success of our tax department. He…
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MMI adds Carol Burke as Regional Director of Enterprise Sales
SALT LAKE CITY, Utah — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today that Carol Burke has been appointed regional director of enterprise sales. As part of the enterprise sales team, Burke is tasked with expanding MMI’s growing roster of mortgage…
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Steven Walther of Alliance Group Elected to FACC Board of Directors
ATLANTA, Ga. — Alliance Group announced that Steve Walther, Vice President of Sales & Distribution, has been elected to the FACC Board of Directors. Walther will bring with him decades of experience in the Life Insurance and Financial Services Industry, and a long track record of leading innovative and diverse teams of independent insurance agents…
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Down Payment Resource’s Q4 2022 Homeownership Program Index shows homebuyer assistance programs have increased in number for fifth consecutive quarter
ATLANTA, Ga. — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced findings from its latest Homeownership Program Index (HPI). The firm’s analysis of 2,351 homebuyer assistance programs in its DOWN PAYMENT RESOURCE® database revealed that the net number of homebuyer assistance programs increased by 1.82% from Q3 to Q4…
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MMI names Don MacKillop Regional Director of Enterprise Sales
SALT LAKE CITY, Utah — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today it has hired Don MacKillop as regional director of enterprise sales. In this role, MacKillop will be tasked with expanding MMI’s growing roster of mortgage enterprise clients, which…
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Valo Media and OptionsSwing Partner to Bring Innovative User-Generated Content Solutions to the Online Education Market
WESTBOROUGH, Mass. — Valo Media, a user-generated content (UGC) agency, announced today that it has entered into a strategic partnership with OptionsSwing, an online education technology company. This new partnership will bring innovative solutions for strategic marketing initiatives as well as brand new content that will help OptionsSwing reach and engage a wider global audience.