Awards and Honors, Business, Free News Articles

NotaryCam Highlighted in HousingWire’s Tech100 List of Innovative Real Estate Technology Companies

NEWPORT BEACH, Calif. -- NotaryCam™, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced today announced it has been named to the HousingWire Tech100 Real Estate list. This marks the third consecutive year NotaryCam has been recognized by HousingWire for its efforts in delivering remote online notarization (RON) technology to the housing industry.

Specifically, HousingWire highlighted NotaryCam's accomplishments in the face of the COVID-19 pandemic, including the development of a remote ink notarization (RIN) product to accommodate the temporary authorizations from a handful of states for this process. The company also made several notable achievements throughout last year, including

On-boarding approximately 15,000 users per month, for a total of 350,000 total users;

* Managing a 10x increase in RON demand;

* Increasing revenue by 100% over Q1 and Q2 2020; and

* Performing more than 1,000 real estate closings in September 2020 to achieve a new monthly company record and a 1,900% year over year increase.

"While the circumstances were far from ideal, the events of 2020 opened this industry's eyes to the limitations of today's closing process," said NotaryCam Founder and CEO Rick Triola. "NotaryCam has been committed to the digital transformation of the mortgage/ real estate transaction since its inception, and we are honored that HousingWire has once again chosen to recognize our efforts in this regard by including us on the Tech100 list."

According to the publication, "The Tech100 program provides housing professionals with a list of the most innovative and impactful companies that can be leveraged to identify partners and solutions to the problems that mortgage lenders and real estate professionals face everyday...For the second year in a row, the Tech100 program was divided into the HW Tech100 Mortgage and the HW Tech100 Real Estate to highlight the innovation and achievements of organizations within both sectors."

"After the uncertainty and unpredictability of last year, we expected a greater adoption of technology. However, these 100 real estate and mortgage companies took digital disruption to a whole new level and propelled a complete digital revolution, leaving a digital legacy that will impact borrowers, clients and companies for years to come," said Brena Nath, HousingWire's HW+ Managing Editor. "Knowing what these companies were able to navigate and overcome, we're excited to announce this year's list of the most innovative technology companies serving the mortgage and real estate industries."

To view the complete list of the 2021 HW Tech100 Real Estate winners, visit https://www.housingwire.com/articles/introducing-the-2021-hw-tech100-real-estate-winners/.

About HousingWire

HousingWire is the most influential source of news and information for the U.S. mortgage and housing markets. Built on a foundation of independent and original journalism, HousingWire reaches over 60,000 newsletter subscribers daily and over 1.0 million unique visitors each month. Our audience of mortgage, real estate and fintech professionals rely on us to Move Markets Forward. Visit www.housingwire.com or www.solutions.housingwire.com to learn more.

About NotaryCam

Celebrating its ninth year of RON pioneering and global leadership, NotaryCam is the leader in online notarization and mortgage eClosing solutions, having notarized documents worldwide for hundreds of thousands of customers in all 50 states and more than 150 countries. The company's patented eClose360™ platform delivers the "perfect" online mortgage closing in every jurisdiction and supports all eClosing scenarios - RON, IPEN, Hybrids or Witnessing - with a flexible workflow for document recording and unparalleled identity verification, security and customer convenience. NotaryCam also proudly maintains an industry-leading 99.8 percent customer satisfaction rating and the highest Net Promoter Score in the industry (88).

Visit https://www.notarycam.com for additional information or to get a document notarized today.

Related link: https://www.notarycam.com/

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Awards and Honors, Business, Free News Articles

ACES Quality Management Makes HousingWire Tech100 List of Most Innovative Mortgage Technology Companies for Seventh Consecutive Year

DENVER, Colo. -- ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced it has been included in the 2021 HousingWire Tech100 Mortgage list, featuring the most innovative and revolutionary companies in the mortgage industry. This is the seventh consecutive year ACES has been included on the Tech100 list.

This year, HousingWire recognized ACES' response to the COVID-19 pandemic, as well as the overall efficiencies delivered by its flagship product ACES Quality Management and Control Software™. In early 2020, ACES created a new question set category within its platform so that users could quickly and easily find all of the temporary regulatory provisions issued by state and federal agencies and the GSEs in response to COVID-19. In addition, ACES' pre-funding, post-closing and servicing audit pack, as well as its reporting dashboard and managed questions, have helped lenders reduce their audit turn times from five to 1.5 days, saving roughly 16 FTE hours per month.

"At ACES Quality Management, our goal is to ease the burden for our customers meeting regulatory demands by keeping our compliance database and managed question sets as up-to-date as possible while also delivering an intuitive, streamline user interface that makes loan auditing a breeze," said ACES CEO Trevor Gauthier. "We are relentlessly focused on creating solutions to providing lenders with best-in-class quality control functionality, and we're incredibly thankful to HousingWire for honoring those efforts by including ACES on this year's Tech100 list."

According to the publication, "The Tech100 program provides housing professionals with a list of the most innovative and impactful companies that can be leveraged to identify partners and solutions to the problems that mortgage lenders and real estate professionals face everyday...For the second year in a row, the Tech100 program was divided into the HW Tech100 Mortgage and the HW Tech100 Real Estate to highlight the innovation and achievements of organizations within both sectors."

"After the uncertainty and unpredictability of last year, we expected a greater adoption of technology. However, these 100 real estate and mortgage companies took digital disruption to a whole new level and propelled a complete digital revolution, leaving a digital legacy that will impact borrowers, clients and companies for years to come," said Brena Nath, HousingWire's HW+ Managing Editor. "Knowing what these companies were able to navigate and overcome, we're excited to announce this year's list of the most innovative technology companies serving the mortgage and real estate industries."

To view the complete list of the 2021 HW Tech100 Mortgage winners, visit https://www.housingwire.com/articles/introducing-the-2021-hw-tech100-mortgage-winners/.

About HousingWire

HousingWire is the most influential source of news and information for the U.S. mortgage and housing markets. Built on a foundation of independent and original journalism, HousingWire reaches over 60,000 newsletter subscribers daily and over 1.0 million unique visitors each month. Our audience of mortgage, real estate and fintech professionals rely on us to Move Markets Forward. Visit https://www.housingwire.com or https://www.housingwire.com/advertise/ to learn more.

About HW Media

HW Media aspires for audiences to "Come for the content, and stay for the community." By aligning vertical expertise and innovative B2B marketing solutions, HW Media answers the ever-evolving needs of modern professionals, brands and marketers. With a premium suite of advertising solutions, HW Media builds upon this principle, improving reader experience and delivering brand results. Based in Dallas with team members across the country, HW Media was founded in 2016 through the acquisition of HousingWire and is owned by Riomar Capital, an entrepreneurial investment firm.

About ACES Quality Management

ACES Quality Management, formerly known as ACES Risk Management (ARMCO), is the leading provider of enterprise quality management and control software for the financial services industry. The nation's most prominent lenders, servicers and financial institutions rely on ACES Quality Management & Control Software™ to improve audit throughput and quality while controlling costs, including:
* 3 of the top 5 and more than 50% of the top 50 independent mortgage lenders;
* 7 of the top 10 loan servicers;
* 11 of the top 30 banks; and
* 1 of the top 3 credit unions in the USA.

Unlike other quality control platforms, only ACES delivers Flexible Audit Technology, which gives independent mortgage lenders and financial institutions the ability to easily manage and customize ACES to meet their business needs without having to rely on IT or other outside resources. Using a customer-centric approach, ACES clients get responsive support and access to our experts to maximize their investment. For more information, visit https://www.acesquality.com/ or call 1-800-858-1598.

Related link: https://www.acesquality.com/

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Awards and Honors, Business, Free News Articles

Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fourth year in a row – in Illinois

WARRENVILLE, Ill. -- Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list!

The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms. https://www.forbes.com/best-in-state-wealth-advisors/#769783fa291d

"For the fourth year in a row, we've been named as one of Forbes' Best in State advisors - in Illinois. We want to Go BIG-begin in gratitude and thank you, the client for this recognition. Legacy Wealth Advisors wouldn't be here without you," said Fernando S. Ereneta, CFP®.

He added, "We are grateful every day that you let us guide and serve you and your Family. I am also grateful to God for each member of the team that serves you."

In gratitude to our clients' continued faith and trust in us - Fernando and the team wanted to pay this forward.

The practice made charitable donations to Doctors Without Borders and Christian Medical and Dental Association (CMDA). The donations approximate $100 per client. Fernando said, "These organizations are making a difference in people's lives here, near and far." He is in awe of the selfless doctors, nurses, and other medical professionals who are on the front lines of the pandemic, dedicating their lives to care for those battling COVID.

Fernando believes that it really puts it all into perspective. He said, "The medical professionals and front-line workers are doing the hard work - so we can maintain some sense of normalcy in our lives during these uncertain times."

We are grateful for them - and we're grateful for you.
Thank you.

Fernando S. Ereneta, CFP®
Registered Principal, Raymond James Financial Services, Inc.
CEO, Legacy Wealth Advisors

Raymond James Financial Services, Inc.
Member FINRA/SIPC
4200 Cantera Drive, Suite 221
Warrenville, IL 60555
630-791-9226
888-563-5524 (Toll Free)
630-791-9233 (Fax)
fernando.ereneta@raymondjames.com
http://www.legacywealthadvisorsil.com/

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Legacy Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER(tm), CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

About Forbes ranking of Best-In-State Wealth Advisors

Data provided by SHOOKTM Research, LLC.

Source: https://www.forbes.com/?sh=7879ffcc2254 (January, 2021). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information: https://www.shookresearch.com/.

About Raymond James Financial Services

As of 12/31/2020. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE: RJF) a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.02 trillion. Additional information is available at https://www.raymondjames.com/.

Related link: https://www.raymondjames.com/legacywealthadvisorsil

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Awards and Honors, Business, Free News Articles

Fairport Wealth Announces 2021 Community Beacon Recipient

CLEVELAND, Ohio -- Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, "The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a hand to the Food Bank. Its mission closely aligns with our goal of helping families."

Supporting the Harvest for Hunger Campaign

This year, the Food Bank is celebrating the 30th anniversary of its Harvest for Hunger relief campaign to help combat food insecurity. Fairport Wealth Managing Partner Heather R. Ettinger says, "We are proud to be a part of this effort because, at Fairport Wealth, we emphasize community. We believe it's important to help support those around us, and we're eager to help our neighbors get back on their feet."

Helping Families

Fairport Wealth's team members wholeheartedly agree on the value of assisting the Food Bank and community and look forward to being part of its Hunger for Harvest campaign. In addition to providing financial support, the firm will volunteer at the Food Bank's weekly distribution center, assist with a virtual Harvest for Hunger food drive, and raise money for the organization through events such as a virtual cooking class.

About Fairport Wealth

Fairport Wealth inspires families by providing comprehensive wealth management solutions to high-net-worth individuals and guides them through life's transitions. Clients value our depth of talent and experience, along with our collaborative and approachable style.

For more information, visit https://www.fairportwealth.com/.

About Luma Wealth

Luma Wealth Advisors is a division of Fairport Wealth that provides women and their families with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. For more information, visit https://www.lumawealth.com/.

About Hightower

Hightower is a national wealth management firm that provides growth capital and front- to back-end support services to independent-minded financial advisory businesses and operates as a Registered Investment Advisor. For more information, visit https://www.hightoweradvisors.com/.

Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC Registered Investment Adviser.

More information: https://www.fairportwealth.com/index

Related link: https://www.fairportwealth.com/

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Business, Free News Articles, Taxes and Accounting

KBKG Welcomes Two New Directors to Atlanta-Based Operation

ATLANTA, Ga. -- Nationwide tax specialty firm KBKG hired two new Directors, Amar Patel and Ian Williams, as part of their Southeast practice. Both Directors join KBKG with over 25 years of combined experience in Cost Segregation and Research & Development Tax Credits, two key services offered by the firm to CPAs and businesses.

As Director of Cost Segregation, Amar has become an expert in cost segregation and large fixed asset depreciation reviews for purposes of identifying Federal, State, and Property Tax benefits. Prior to joining KBKG, Amar spent 14 years at a Big Four firm focused on various specialty tax products, including Cost Recovery Solutions and Research & Development Tax Credits, serving corporate clients and partnerships in a variety of industries, including: retail, restaurant, manufacturing, healthcare, construction, and telecommunications.

As Director of Research & Development Tax Credits, Ian Williams brings extensive experience in the software, heavy manufacturing, aerospace, automotive, and consumer products industries to the KBKG team. Ian is also well versed in defending credit claims with the IRS. Prior to joining KBKG, Ian spent 11 years at a Big Four firm specializing in R&D Tax Credits and Fixed Asset studies.

"We are pleased to have Amar and Ian as part of the team. Their knowledge and experience in Cost Segregation, Fixed Assets, and R&D Tax Credits are of great use to the firm and its success. The addition of our new directors will support the growth this market is currently experiencing, allowing KBKG to serve more Southeastern clients," said Jonathan Tucker, KBKG R&D Tax Credits Principal and leader of the Southeast practice.

ABOUT KBKG

Established in 1999 with offices across the US, KBKG provides turn-key tax solutions, including research and development tax credits, cost segregation, green building tax incentives, transfer pricing, and more to CPAs and businesses nationwide. KBKG has offices located in Los Angeles, Chicago, Atlanta, New York City, and Dallas-Fort Worth.

For more information on KBKG, please visit: https://www.kbkg.com/

Related link: https://www.kbkg.com/

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Business, Free News Articles, Insurance

EPIC Announces Leadership Structure Realignment

ATLANTA, Ga. -- EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effective immediately, across the company. The moves are designed to position EPIC to thrive for years to come.

Tom O'Neil has been named President of EPIC and will work directly with Denton to grow the business across its entire platform - from Private Client to Large Complex Risk in both Property & Casualty and Employee Benefits. O'Neil previously led the West and Northeast Regions and integrated several large acquisitions that expanded the overall footprint of EPIC.

In conjunction with leadership changes, the company is being restructured into "Super Regions" in order to provide more consistency and overall organizational strength: Northeast, Midwest/Southeast and West.

* Northeast: Len Scioscia will lead as President. Scioscia joined the firm through the Prime Risk Partners acquisition in 2019; he was previously CEO of Cook Maran.

* Midwest and Southeast: Adam Meyerowitz will lead as President. Meyerowitz also joined via the Prime Risk Partners acquisition and was Co-founder and President of the organization.

* West: KJ Wagner will lead as President. Wagner joined in 2018 to build EPIC's presence in the Southwest region and previously held senior leadership positions with Willis Towers Watson.

Additional announcements follow:

* Chief Growth Officer and President of Financial Services: Phil Moyles has been named to these roles, where his responsibilities will include driving innovation and organic growth throughout EPIC. He joined EPIC in 2018 through the acquisition of Vanbridge where he continues as CEO.

* National Risk Management and Specialty Practice: Marc Kunney and Scott Davis will co-lead as Presidents, working closely across the EPIC platform to deliver large account and industry specialty resources to brokers and clients.

* National Employee Benefits Practice: Craig Hasday will continue as President, coordinating Regional Employee Benefits Operations, Shared Services Platform and National Employer Consulting Resources. Scott Schanen will continue as President of National Employer Consulting, focused on consulting for large employers.

* National Placement and Carrier Relationships: Jason Walker has been named Senior Vice President to oversee the placement of key accounts and develop new and existing relationships with EPIC's strategic trading partners.

The following corporate changes have also been recognized and will help shape the future of EPIC as an organization poised for long-term success.

* Sapana Nanuwa joins Galway Insurance Holdings, the parent company of EPIC, as Managing Director, Marketing, Branding & Communications.

* Karman Chan joins Galway as Chief Financial Officer. Frank Mammaro has been named Chief Financial Officer of EPIC, and will report to Chan.

* Kevin Grady has been named Chief Diversity Officer of EPIC, in addition to his role as managing principal with EPIC IMPACT.

* John Gaffney has been named Chief of Staff of EPIC.

* Sawsan Nina Mahmud has been named Director of Administration of EPIC.

"These decisions showcase careful succession planning and leadership depth across EPIC," said Denton. "Further, they provide the best structure for innovation and continued growth, and delivery of all of our capabilities to our clients."

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

For more information on EPIC, visit: https://epicbrokers.com/.

Related link: https://www.epicbrokers.com/

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Business, Construction and Building, Free News Articles, Insurance

EPIC Adds Allen Baker as Senior Risk Consultant

BIRMINGHAM, Ala. -- EPIC Insurance Brokers and Consultants announced today that Allen Baker has joined its National Energy Construction Team as a Senior Risk Consultant. Baker will be based in Birmingham, Alabama. The addition of Baker positions the Energy Construction team to continue to strategically focus on growing market share in key verticals.

Baker brings 15 years of experience advising clients with complex risk on insurance and risk management concerns. Prior to joining EPIC, Baker was a senior vice president with Valent Group. Focus and dedication to clients has propelled Baker's substantial growth, and established him as a foundational player in the insurance brokerage market.

"We are fortunate to welcome Allen to our growing team. His deep knowledge and expertise will be of immediate benefit to our clients and our organization," said Brian Tanner, Managing Principal, EPIC Birmingham office.

Adam Meyerowitz, President, Midwest & Southeast Regions, commented, "We are pleased to welcome Allen to our Birmingham office. His addition furthers our strategy to accelerate our growth in the Southeast Region by partnering with stellar professionals."

Baker earned a Bachelor of Arts from Valdosta State University. He also holds a Construction Risk Insurance Specialist (CRIS) designation. Baker is actively involved with Ronald McDonald House Charities and is on the Mountain Brook Athletics' Board of Directors.

Allen Baker
allen.baker@epicbrokers.com
205.581.3343

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants has more than 2,600 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients.

For more information on EPIC, visit: https://www.epicbrokers.com/.

Related link: https://www.epicbrokers.com/

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Business, Free News Articles, Software

FormFree’s Expanded Income and Employment Verification Covers 85% of Working Americans

ATHENS, Ga. -- FormFree® today announced its AccountChek® 3n1 (3n1) asset, employment and income verification service now covers 85% of U.S. workers whose employers utilize a payroll processing service, representing over 100 million wage earners.

As the pioneer of the mortgage industry's first truly automated verification of assets (VOA) solution complete with government-sponsored enterprise (GSE) rep and warrant relief, FormFree has enhanced income and employment verification for its 3,000-plus lender customers with direct-source data from 35 of the nation's largest payroll service providers.

3n1 addresses a critical need for lenders and GSEs to capture structured, direct-source data and original income documentation at a cost-effective price point. Direct-source payroll data provides a more current understanding of a borrower's ability to pay (ATP) and mitigates risks associated with human error and document fraud. With 3n1, FormFree enables lenders to deliver a world-class borrower experience and directly addresses key industry pain points by electronically furnishing lenders with high-fidelity income and employment data.

Said David Battany, EVP of capital markets for Guild Mortgage (NYSE: GHLD), "Instant employment and income verification supported by paystubs and W-2s is something we've been waiting for. We are committed to offering a best-in-class borrower experience. With innovative partners like FormFree by our side, we are confident we can achieve our goal of increasing financial inclusion." Guild Mortgage has worked with FormFree since participating in Fannie Mae's Day 1 Certainty® pilot in 2016.

"We are always looking for innovative solutions that make mortgages faster and easier for our borrowers and teams," said Trinity Oaks Mortgage President Michael Kuentz. "We've relied on FormFree's asset solution to streamline the loan process and cut down on time to close for several years. FormFree's new income and employment solution is the right product at the right time."

With 3n1, borrowers authorize payroll providers to electronically share their six most recent paystubs and most recent W-2 with lenders and refresh that documentation within 10 days of the loan closing.

3n1 saves lenders time and money by providing accurate data and universally accepted supporting documents up-front. This makes for a faster, cleaner underwriting and closing experience and prevents lenders from having to going back to borrowers to chase down more documents.

"Mortgage lenders have been longing for an income and employment solution with wider employer coverage. FormFree's vision goes even further, combining expansive coverage with their time-tested asset solution," said Rajesh Bhat, CEO at digital mortgage platform Roostify. "This is a welcome innovation that we look forward to offering through our platform."

"Getting investor-accepted, up-to-date employment and income verification along with the most recent paystubs and W-2s - all in less than 30 seconds - is a game changer," said Ben Miller, co-founder of homeownership platform SimpleNexus. "This is the kind of advancement our industry needs and borrowers deserve."

"We hear loud and clear that our lenders and partners are looking for better ways of validating borrower employment and income with the security, accuracy and efficiency of direct-source data at a disruptive price point," said Brent Chandler, CEO at FormFree. "As the pioneers of automated asset verification, we will continue to lead the mortgage industry to its fully digital destination, ultimately arriving at a holistic view of a consumer's financial DNA in a single Passport."

About FormFree®

FormFree® is a market-leading fintech company whose revolutionary products AccountChek® and Passport® make for a more inclusive credit decisioning landscape by enabling lenders to understand people's true ability to pay (ATP®). To date, thousands of U.S. lenders and brokers have ordered millions of FormFree's patented verification reports representing trillions of dollars in loan verifications. FormFree delights borrowers and lenders with a paperless experience, dramatically reduces origination timelines and offers automated analysis and standardized delivery to lenders and investors using a secure ReIssueKey®.

For more information, visit https://www.formfree.com/ or follow FormFree on LinkedIn.

Twitter: @RealFormFree #mortgageindustry #fintech #branding #financialinclusion

*LOGO link for media: https://www.Send2Press.com/300dpi/17-0926s2p-formfree-300dpi.jpg

Related link: https://www.formfree.com/

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Business, Free News Articles, Regional Events

MBA’s Charmaine Brown to Kick-Off Day One #HousingDC21 Discussion on Diversity, Equity and Inclusion

WASHINGTON, D.C. -- Housing Finance Strategies President Faith Schwartz today announced that Charmaine Brown, the Mortgage Bankers Association Director of Diversity, Equity & Inclusion will kick-off Day One of #HousingDC21, a 100% virtual housing summit being held on September 20-21, 2021.

"With a focus on the importance of Diversity, Equity & Inclusion, we are pleased to have Charmaine Brown as our opening speaker of Day One of #HousingDC21, the nation's premier housing policy conference," said Faith Schwartz.

In her role at MBA, Charmaine is responsible for expanding the association's strategic framework to ensure diversity, equity, and inclusion are embedded throughout its programs, practices, and member-services. Brown previously led Fannie Mae's Diversity and Inclusion Engagement and Outreach in its Office of Minority and Women Inclusion.

Dana Dillard of Housing Finance Strategies will co-host the opening event with MBA's Brown and share her experience in building a nationally recognized D&I program for a Top 5 mortgage servicer - work that led to her being named a HousingWire 2020 Women of Influence.

"I am so excited to share the stage with our industry's top Diversity, Equity and Inclusion leader in Charmaine. We will dig into the importance of the topic, the challenges that remain before us and our collective optimism for building out success strategies across mortgage," said Dillard.

Named "A Leading Lady in Housing" by MReport in 2016 and Diversity Journal's Woman-Worth Watching 2018, Charmaine Brown is recognized as a diversity and inclusion thought leader, innovator, and advocate.

Mrs. Brown is a member of the American Association for Access, Equity, and Diversity, a former member of Securities Industries and Financial Markets Association (SIFMA) Diversity and Inclusion Committee. She serves as the Vice-Chair of the American Mortgage Diversity Council (AMDC) and sits on the Housing Advisory Board of HomeFree USA. She is also the recipient of the Council for Inclusion in Financial Services (CIFS) Prism Award for promoting diversity and inclusion education in expansive thought as well as the National Urban League's McGannon award for relationship management and promoting diversity and inclusion.

With a focus on women executives in housing finance - but open to all who wish to attend, #HousingDC21 complimentary registration is now available by clicking here: https://www.housingdc21.com/.

Sponsors to-date of #HousingDC21 include FormFree, Caliber Home Loans, Freedom Mortgage, Black Knight Financial Services, Notarize, First American Financial Solutions, Genworth, RiskSpan, Class Valuation, Mortgage Connect, USMI, ReverseVision, FICO and DepthPR.

Housing Finance Strategies was established by Faith Schwartz in 2016 as a professional services and advisory firm specializing in mortgage modernization, housing policy and legislative and regulatory affairs. Schwartz serves on a number of bank and fintech boards and has a lengthy record of hosting and moderating housing industry events. Recently, Schwartz has partnered in creating and delivering multiple housing events and two national housing policy conferences. Info: https://housingfinancestrategies.com/

Related link: https://housingfinancestrategies.com/

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Advertising and Marketing, Business, Free News Articles, Software

Top of Mind Elevates Nick Belenky to Chief Revenue Officer

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 the promotion of Nick Belenky to chief revenue officer. In this elevated role, Belenky will lead Top of Mind's marketing, sales and customer experience teams to operate at their highest level and continue to deliver value-laden marketing technology and advice to its mortgage lender customers.

Belenky joined Top of Mind in January 2020 as executive vice president of sales and has since led the company to new heights. Over the last year, Belenky has grown the Top of Mind sales team by 167% and the marketing team by 300%. In 2020 he brought increased attention to Top of Mind's creative marketing content, with Surefire CRM rounding out the year as the mortgage industry's most decorated CRM and marketing automation platform. Additionally, Belenky launched customer resources that showcase mortgage marketing best practices such as Mortgage Marketing University, Surefireside Chats and Inside the Lenders Studio.

"Nick is an energetic, creative problem solver who has quickly brought immense value to Top of Mind and its customers," said Top of Mind CEO Bill Hayes. "His strategic, data-driven approach positions him for success as chief revenue officer. We are so proud to have Nick on the team and we congratulate him on his promotion."

Prior to Top of Mind, Belenky was the director of sales at CardinalCommerce, a Visa (NYSE:V) company and global leader in authenticating digital transactions. For four years, Belenky consistently led his team to triple-digit sales growth, while overseeing new merchant sales and channel partnerships globally and across North America. His career also includes management roles at CEIA USA, a global manufacturer of security equipment, and Edgerton Corporation, a developer of enterprise resource planning (ERP) systems for the materials handling industry.

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks ( https://www.topofmind.com ) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients.

Twitter: @mortgagecrm #marketingautomation #mortgagemarketing #digitalmortgage

Related link: https://www.topofmind.com/

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