Finance

August 17, 2023

ACES Quality Management Execs Sharon Reichhardt and Phil McCall to Speak at 2023 MBA Compliance and Risk Management Conference

DENVER, Colo. — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced two of its top executives, Executive Vice President of Operations Sharon Reichhardt and President and COO Phil McCall, will be speaking at the 2023 Mortgage Bankers Association (MBA) Compliance and Risk Management Conference taking place September 10-12, 2023, at the Grand Hyatt in Washington, D.C….

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August 16, 2023

For the Second Year, PitBullTax Named to the 2023 Inc. 5000 List of 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 2023 Inc. 5000 list of the fastest growing private companies in America for the second year in a row….

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August 15, 2023

MMI on Inc 5000 list for second consecutive year, ranking No. 1971 in 2023

SALT LAKE CITY, Utah — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it ranks No. 1971 on the 2023 Inc. 5000 list of the fastest-growing private companies in America. The list represents a one-of-a-kind look at the most successful companies within the economy’s most dynamic segment-its independent businesses….

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Down Payment Resource debuts on the Inc. 5000 list of America’s fastest-growing companies

ATLANTA, Ga. — Down Payment Resource (DPR), the housing industry’s leading technology for connecting homebuyers with homebuyer assistance programs, today announced it has earned a spot on the 2023 Inc. 5000 list of the nation’s fastest-growing private companies. This marks DPR’s inaugural year on the list….

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August 14, 2023

MMI provides access to loan originator production data with LO Quick Profiles

SALT LAKE CITY, Utah — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced the release of its new LO Quick Profile search tool, which provides a summary view of a loan originator’s (LO) production and top referral partners….

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August 10, 2023

MCT Appoints Steve Pawlowski Head of Technology Solutions to Continue Industry-Changing Innovation

SAN DIEGO, Calif. — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, today announced the appointment of Steve Pawlowski as Managing Director, Head of Technology Solutions. Mr. Pawlowski will be responsible for expanding upon MCT’s proven record of driving efficiency and liquidity in the secondary market. He will report directly to MCT’s COO, Phil Rasori….

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August 4, 2023

July’s Mortgage Lock Volume Flat Amongst Rising Rates in Latest MCT Indices Report

SAN DIEGO, Calif. — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a relatively flat .44% increase in mortgage lock volume over the prior month. Visit MCT’s site to download the full report….

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Palisade Capital Management Named a Top RIA by FA Magazine

FORT LEE, N.J. — Palisade Capital Management, LP has been recognized by Financial Advisor magazine as one of the top registered investment advisors in the country. For over 25 years, individuals and families have turned to Palisade Private Wealth Management for comprehensive wealth management….

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August 2, 2023

MMI Announces Strategic Acquisition of Bonzo Mortgage / Real Estate CRM Platform

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 its acquisition of relationship management and mortgage marketing platform provider Bonzo. The Bonzo leadership team, including founder and president Jason Perkins, founder and COO/CRO Miles Miller, and CEO Chad Jampedro, will continue to guide the company as it operates as an independent service….

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Northwest Bank Collects Fees within Minutes with LenderLogix FeeChaser

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 Northwest Bank has selected its payment processing platform Fee Chaser to ensure compliant collection of upfront fees and deliver borrowers a five-star digital experience….

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