mortgage compliance

July 8, 2025

ACES Quality Management strengthens executive team with key promotions in compliance leadership

DENVER, Colo. — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the promotion of two internal compliance leaders: Amanda Phillips to general counsel and executive vice president of compliance, and Savannah Prout to associate vice president of compliance….

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August 27, 2024

ACES Quality Management Executives Selected to Speak at 2024 Mortgage Bankers Association Risk Management Conference and Expo

DENVER, Colo. — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced its Executive Vice President of Compliance Amanda Phillips and Executive Vice President of Operations, Sharon Reichhardt will speak at the 2024 Mortgage Bankers Association (MBA) Risk Management Conference taking place September 22-24, 2024, at the Grand Hyatt in Washington, DC….

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July 31, 2024

ACES Quality Management Enhances ACES Deposit Account Audit Pack for Banks and Credit Unions

DENVER, Colo. — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the release of its Deposit Accounts Audit Pack. The pre-configured audit pack is designed to assist financial institutions with meeting the deposit account monitoring requirements from the Federal Deposit Insurance Corporation (FDIC) and other prudential regulators….

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April 16, 2024

Realfinity and OnCourse Learning to Make Dual-Licensing a Reality for Real Estate Professionals

MIAMI, Fla. — Realfinity, a platform that facilitates dual-licensing for real estate agents, and OnCourse Learning, a comprehensive financial services education provider, are excited to unveil a strategic partnership to redefine mortgage education, training, and testing. This alliance presents a career opportunity for real estate agents to become dual-licensed mortgage loan originators. The combination of both roles aims to provide consumers with increased opportunities and full transparency in their residential real estate transactions….

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February 15, 2024

ACES Quality Management Releases Call Monitoring Audit Pack to Enhance Mortgage Quality Control and Compliance Programs

DENVER, Colo. — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has announced its newest product offering, ACES Call Monitoring Audit Pack. The pre-built, configurable Call Monitoring Audit Pack enables lenders and servicers to establish an additional layer of protection quickly and seamlessly within their QC program. ACES Call Monitoring Audit Pack includes custom data fields, ACES managed questionnaires and custom reports configurable to the individual organizations’ business needs….

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February 6, 2024

ACES Quality Management Executive Vice President of Compliance, Amanda Phillips, to Speak at 2024 MBA Servicing Solutions Conference and Expo

DENVER, Colo. — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the Executive Vice President of Compliance Amanda Phillips will be speaking at the 2024 Mortgage Bankers Association (MBA) Servicing Solutions Conference taking place February 20-23, 2024, at the Hyatt Regency in Orlando, Fla….

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June 29, 2022

Ruoff Mortgage Selects ACES Quality Management & Control to Improve Loan Quality Enterprise-wide Across Multiple Product Lines

DENVER, Colo. — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced that Ruoff Mortgage Company, Inc. (Ruoff Mortgage), a full-service residential mortgage lender, has selected its flagship audit platform ACES Quality Management & Control® Software to support the company’s origination and servicing quality control (QC) audits….

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December 7, 2021

ACES Quality Management Partners with Financial Services RegTech Provider Winnow Solutions

DENVER, Colo. — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced it has partnered with Winnow Solutions to power certain compliance and regulatory operations within ACES through its RegTech platform Winnow®….

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August 20, 2021

Knowledge Coop Appoints Brian Paine as Director of Technology

VANCOUVER, Wash. — Knowledge Coop, the industry’s top online compliance training and virtual work platform, today announced it has hired Brian Paine as Director of Technology. His responsibilities at Knowledge Coop include maintaining a stable working environment for all of Knowledge Coop’s technical operations….

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December 8, 2020

Promontory MortgagePath Recruits Elisha Werner as Chief Compliance Officer

DANBURY, Conn. — Promontory MortgagePath LLC, a leading provider of comprehensive digital mortgage and tech-driven fulfillment solutions, announced today it has recruited Elisha Werner as chief compliance officer, mortgage operations….

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