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FormFree announces support for new Freddie Mac Loan Product Advisor enhancement aimed at expanding sustainable homeownership for renters

ATHENS, Ga., June 30, 2022 (SEND2PRESS NEWSWIRE) -- FormFree® announced that mortgage lenders using AccountChek® verification of asset (VOA) reports in conjunction with a Freddie Mac Loan Product Advisor® (LPA℠) solution will soon benefit from an enhancement that takes loan applicants' 12-month on-time rent payment history into consideration when assessing eligibility for qualified first-time homebuyers.

iEmergent appoints Megan Horn as Chief Marketing Officer

DES MOINES, Iowa, June 30, 2022 (SEND2PRESS NEWSWIRE) -- iEmergent, a forecasting and advisory services firm for the financial services, mortgage and real estate industries, today announced the appointment of Megan Horn as chief marketing officer (CMO). In this role, Horn will oversee marketing, public relations, brand management and customer experience for the growing company.

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

DENVER, Colo., June 29, 2022 (SEND2PRESS NEWSWIRE) -- 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.

Klingenstein Fields Advisors Opens New Office and Adds Senior Business Development and Advisory Resource

NEW YORK, N.Y., June 28, 2022 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Advisors (KF Advisors) is excited to announce the opening of an office in West Palm Beach to serve the south Florida market. The establishment of a physical presence in south Florida demonstrates the firm's long-standing commitment to the market and provides a home base from which to operate.

Sales Boomerang and Mortgage Coach Merge, Appoint Richard Harris as CEO

OWINGS MILLS, Md., and IRVINE, Calif., June 28, 2022 (SEND2PRESS NEWSWIRE) -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced their merger and the appointment of SaaS executive Richard Harris as CEO.

Business and Economic Empowerment Leader Dr. Velma Trayham Announced as Keynote Speaker for Takeaway Tax Business Conference in Houston, TX

HOUSTON, Texas, June 28, 2022 (SEND2PRESS NEWSWIRE) -- Highlighting the power of entrepreneurship to change the world and end poverty, award-winning B2B/diversity consultant and leader Dr. Velma Trayham (CEO of Thinkzilla Consulting Group) has been announced as the keynote speaker for TakeAway Tax's upcoming Tax Business Conference in Houston on Aug. 4.

Southwestern Investment Group Named a Top Workplace in Middle Tennessee for Third Consecutive Year

FRANKLIN, Tenn., June 27, 2022 (SEND2PRESS NEWSWIRE) -- Southwestern Investment Group, an independent wealth management company, today announced it was once again named to The Tennessean's 2022 list of Top Workplaces in Middle Tennessee. The firm was also honored as a Top Workplace in the Tennessean's 2020 and 2021 lists.

Lender Price Launches Marketplace 2.0, Providing Wholesale Brokers and Lenders with Enhanced Pricing Capabilities and Deal Intelligence

PASADENA, Calif., June 27, 2022 (SEND2PRESS NEWSWIRE) -- Lender Price, a leading provider of product, pricing and eligibility technology, announced today they have released Marketplace 2.0, a major enhancement to their Broker Marketplace platform, one of the largest communities of wholesale brokers in the mortgage industry.

Mid America Mortgage rebrands to Click n’ Close

ADDISON, Texas, June 27, 2022 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) today announced it has rebranded as Click n' Close following the sale of the majority of its retail lending operations to Houston-based Legend Lending. Click n' Close will retain retail operations related to its reverse mortgage and Native American lending business and focus on delivering innovative down payment assistance (DPA) and adjustable-rate mortgage (ARM) products through its third-party originator (TPO) channels.

EPIC Announces Strategic Hires in Northeast, Poises Firm for Regional Growth in Pennsylvania

SAN FRANCISCO, Calif. and HARRISBURG, Pa., June 23, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has hired a team of producers to support regional expansion in Pennsylvania.

Blaylock Van Partners with Seaport Global to Expand Market Reach

NEW YORK CITY, N.Y., June 23, 2022 (SEND2PRESS NEWSWIRE) -- Blaylock Van, LLC, the nation's longest continuously operating Black-owned investment firm, recently entered into a strategic partnership with Seaport Global, an independent institutional sales and trading powerhouse known for its broad global reach to institutional investors. As part of the agreement, Seaport Global recently purchased a minority stake in Blaylock Van.

DocMagic’s Leah Sommerville Recognized with 2022 Trailblazer Award

TORRANCE, Calif., June 22, 2022 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, a senior account executive on its eClosing team, has been honored by PROGRESS in Lending as a 2022 Sales & Marketing Trailblazer. The award recognizes sales, marketing and public relations executives that are blazing trails in the mortgage industry.

Mid America Mortgage Now Offers eNotes to Non-Delegated Correspondents through its Wholesale Channel

ADDISON, Texas, June 21, 2022 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today it is offering eNotes capabilities via its wholesale channel to enable non-delegated correspondents to operate more efficiently and competitively as they make the transition from mortgage broker to banker. Through this program, third-party originators (TPOs) can deliver the convenience digital closings provide to their customers and enhance relationships with their existing real estate and title partners amidst an otherwise challenging operating environment.

TMC Emerging Technology Fund LP Invests in leadPops

SAN DIEGO, Calif., June 20, 2022 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the "Fund") recently participated in a follow-on round to a recent $3.5M Series A completed by leadPops, a digital customer acquisition software and marketing innovation platform. leadPops allows users to create robust, automated lead-generating systems that drive qualified leads directly to their business.

Financial Advisor Keith Eckhardt of Edward Jones Receives Certified Exit Planning Advisor® Designation

COLORADO SPRINGS, Colo., June 17, 2022 (SEND2PRESS NEWSWIRE) -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has earned the Certified Exit Planning Advisor®, or CEPA®, professional designation from the Exit Planning Institute®, a program designed to enhance skills for serving business owner clients.

New MSR Technology Empowers MSR Buyers with Live Loan-Level Pricing

SAN DIEGO, Calif., June 16, 2022 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, has announced today a new technology for mortgage servicing rights (MSR) buyers to produce more granular pricing for mortgage servicing. The feature leverages an application programming interface (API) to connect MSRlive!, MCT's state-of-the-art MSR valuation platform to clients' systems for more precise and accurate loan-level pricing in real time.

Q4 2021 Critical Defect Rate Rose to 1.95%, Per ACES Quality Management Mortgage QC Industry Trends Report

DENVER, Colo., June 16, 2022 (SEND2PRESS NEWSWIRE) -- ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the release of its quarterly ACES Mortgage QC Industry Trends Report covering the fourth quarter (Q4) and full calendar year (CY) of 2021. The latest report analyzes post-closing quality control data derived from ACES Quality Management & Control® software.

John J. Patterson Joins Vanbridge, EPIC’s Financial Services Division

SAN FRANCISCO, Calif. and NEW YORK, N.Y., June 15, 2022 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, its Financial Services division.

OpenClose Adds DataVerify Solutions to its LenderAssist™ LOS

WEST PALM BEACH, Fla., June 14, 2022 (SEND2PRESS NEWSWIRE) -- OpenClose®, a leading fintech provider of mortgage software solutions for banks, credit unions and mortgage lenders, announced that it has integrated its LenderAssist™ loan origination system (LOS) with the DataVerify® DRIVE® platform to seamlessly validate borrower provided data.

Mortgage Markets CUSO implements Mortgage Coach to increase mortgage lending engagement at credit unions

IRVINE, Calif., June 8, 2022 (SEND2PRESS NEWSWIRE) -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Mortgage Markets CUSO, LLC has implemented Mortgage Coach to grow mortgage lending engagement at the credit unions it serves.

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