Tag: Finance
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Mortgage Coach adds debt consolidation strategies in Total Cost Analysis to educate consumers on finance options using home equity
CORONA, Calif. — Mortgage Coach, the only platform enabling mortgage lenders to create digital and accurate home loan options for consumers, today announced its addition of detailed debt consolidation strategies in the Total Cost Analysis (TCA) presentation, allowing loan originators to educate consumers on lower interest debt repayment options as peaking home equity values offer…
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Staff Retention Tops List of Lender Concerns in 2021, Inaugural Survey from The Mortgage Collaborative Finds
SAN DIEGO, Calif. — The Mortgage Collaborative (TMC), the nation’s largest independent mortgage industry cooperative network, has announced the results of its inaugural The Pulse of the Mortgage Industry survey ranking mortgage lenders’ top concerns based on 598 executive responses from the co-op’s 234 lender members.
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FormFree and MX receive 2021 Tearsheet Data Award for Best Data Aggregator/Fintech Partnership
ATHENS, Ga. — FormFree has been named a recipient of the 2021 Tearsheet Data Award for Best Data Aggregator/Fintech Partnership. FormFree was recognized for collaborating with financial data firm MX to improve its customer experience through the implementation of API and token-based connections that speed data retrieval and eliminate vexing multi-factor authentication pop-ups.
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EPIC Adds William Schoenbach as Managing Principal
HARTFORD, Conn. — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that William Schoenbach is joining its growing Financial Services business.
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Sales Boomerang’s Rusty Barnes Honored for Innovative Contributions to Mortgage Customer Retention
WASHINGTON, D.C. — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, today announced that Rusty Barnes, senior product manager, has been named a 2021 Rising Star by housing finance trade publication HousingWire as part of its eighth annual Rising Stars awards program recognizing the leaders under the age of 40 who are…
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Top of Mind Networks Director of Customer Growth Ryan Minard honored as 2021 HousingWire Rising Star
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, announced its Director of Customer Growth Ryan Minard has been named a 2021 Rising Star by HousingWire. Now in its eighth year, the HousingWire (HW) Rising Star award program…
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The Premier Agency is Recruiting New Insurance Agents in Arizona and Utah, and Matching Their Marketing Budget Dollar-For-Dollar
PHOENIX, Ariz. — The Premier Agency, founded in 2017, has begun recruiting top insurance agents throughout Arizona and Utah. The company specializes in Medicare, health, life, and long term care insurance. By working with the Premier Agency, new agents will represent most Major Medicare Advantage and Supplement carriers.
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HousingWire honors FormFree director of marketing Sarah Crossley as 2021 Rising Star
ATHENS, Ga. — FormFree® today announced that HousingWire (HW), a leading publication in the mortgage and financial technology industries, has selected Director of Marketing Sarah Crossley as a 2021 HW Rising Star. Now in its eighth year, the HW Rising Stars award program recognizes industry professionals who are helping move markets forward daily.
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SimpleNexus Founder Matt Hansen to lead new skunkworks unit, names Cathleen Schreiner Gates CEO
LEHI, Utah — SimpleNexus, developer of the leading homeownership platform for loan officers, borrowers, real estate agents and settlement agents, today announced that Founder Matt Hansen will pass the CEO baton to President Cathleen Schreiner Gates. Hansen remains heavily involved with the firm, where he will double down on customer focus leading a task force…
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LBA Ware welcomes former State Bank vice president Georgia Capalbo to client success team
MACON, Ga. — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, announced it has tapped former State Bank vice president Georgia Capalbo as client success product liaison.