DENVER, Colo., April 8, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, has added Duane Gilkison, senior director of loan quality at Fannie Mae, to its speaker line-up for the upcoming ACES ENGAGE conference, taking place at the historic Broadmoor […]
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Finance News
Press Release: EPIC Expands into New Territory with Acquisition of Treloar & Heisel
By Send2Press Newswire on April 7, 2022 in Business, Finance, Insurance, Mergers and Acquisitions, Press Releases, SAN FRANCISCO, Calif.
SAN FRANCISCO, Calif. and NEW CASTLE, Pa., April 7, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that it has acquired Treloar & Heisel located in New Castle, Pennsylvania. The strategic decision expands the offerings of financial planning and insurance services to medical and dental professionals.
Press Release: Eric Zanotelli and the Z-Team join Sente Mortgage
By Send2Press Newswire on April 7, 2022 in Business, Finance, Mergers and Acquisitions, Press Releases, STILLWATER, Okla.
STILLWATER, Okla., April 7, 2022 (SEND2PRESS NEWSWIRE) — The Z-Team, a mortgage banking branch based in Stillwater, Oklahoma, has joined independent mortgage company Sente Mortgage, the company announced today. Branch Manager Eric Zanotelli and his team bring deep industry knowledge and a commitment to exceptional, accessible, and engaging service to the Oklahoma market and beyond.
Press Release: James Kennedy Joins Vanbridge, a Division of Financial Services of EPIC: M&A and Private Equity Background Provides Significant Leg Up
By Send2Press Newswire on April 6, 2022 in Business, Finance, Insurance, NEW YORK, N.Y., Press Releases
NEW YORK, N.Y. and BIRMINGHAM, Ala., April 6, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that James Kennedy has joined the firm as a principal with Vanbridge, its Financial Services division. In his role within the Financial Services division, Kennedy […]
Press Release: EPIC Welcomes Jim McSherry – Joins as National Practice Leader for New Employer Stop Loss Center
By Send2Press Newswire on April 6, 2022 in Business, Finance, Insurance, Press Releases, SAN FRANCISCO, Calif.
SAN FRANCISCO, Calif., April 6, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jim McSherry has joined EPIC to lead its newly formed Employer Stop Loss Center of Excellence. Prior to joining EPIC, McSherry was with Berkshire Hathaway Specialty Insurance […]
Press Release: Sales Boomerang ranks No. 19 on Financial Times’ list of The Americas’ Fastest Growing Companies
By Send2Press Newswire on April 6, 2022 in Awards and Honors, BALTIMORE, Md., Business, Finance, Press Releases
BALTIMORE, Md., April 6, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced that it has clinched a top spot on Financial Times’ ranking of The Americas’ Fastest Growing Companies, ranking 19th overall, first among fintech firms and third in technology.
Press Release: Neurosoft Bioelectronics Receives Nearly $3 Million in Funding
By Send2Press Newswire on April 5, 2022 in Biotechnology, Business, Funding and Investment, NEW YORK, N.Y., Press Releases, Switzerland, Technology
GENEVA, Switzerland, and NEW YORK, N.Y., April 5, 2022 (SEND2PRESS NEWSWIRE) — Neurosoft Bioelectronics, an early-stage company developing tools for unmet needs in epilepsy and tinnitus, was awarded nearly $3 million USD, from the SERI-Funded European Innovation Council Accelerator Grant and a share of the $165,000 USD through the European Research Council Proof-of-Concept Grant.
Press Release: Mortgage Coach and ReverseVision team up to help consumers compare ‘forward’ and reverse mortgage financing options
By Send2Press Newswire on April 5, 2022 in Alliances and Partnerships, Business, Finance, IRVINE, Calif., Press Releases, Software, Technology
IRVINE, Calif., April 5, 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, today announced an integration with ReverseVision, a subsidiary of Constellation Mortgage Solutions, Inc., the leading national provider of Home Equity Conversion Mortgage (HECM) and private […]
Press Release: FormFree and Take3Tech integration brings AccountChek asset, income and employment verification to the LoanMAPS mortgage technology platform
By Send2Press Newswire on April 5, 2022 in Alliances and Partnerships, Business, Finance, Press Releases, Software, Technology
ATHENS, Ga., April 5, 2022 (SEND2PRESS NEWSWIRE) — FormFree® today announced it has partnered with Take Three Technologies (Take3Tech) to make its AccountChek® automated asset, income, and employment verification solutions available within LoanMAPS™, an all-in-one loan origination platform that encompasses a loan origination system (LOS), point-of-sale system (POS), customer relationship management system (CRM), compliance monitoring […]
Press Release: Planet Home Lending selects Mortgage Coach to enhance customer experience with educational home loan comparisons
By Send2Press Newswire on April 4, 2022 in Advertising and Marketing, Business, Finance, Press Releases, Software, Technology
MERIDEN, Conn. and IRVINE, Calif., April 4, 2022 (SEND2PRESS NEWSWIRE) — Planet Home Lending, LLC, a national mortgage lender and servicer, has selected Mortgage Coach to give loan officers a tool to provide a better customer experience. With Mortgage Coach, mortgage loan originators (MLOs) can offer borrowers modern, consultative service with digital, interactive presentations that […]