COLORADO SPRINGS, Colo., Feb. 24, 2022 (SEND2PRESS NEWSWIRE) — Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs has achieved the professional designation of Chartered Retirement Plan Specialist. Eckhardt successfully completed the Chartered Retirement Plan Specialist, or CRPS®, Professional Education Program from the Denver−based College for Financial Planning.
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Finance News
Press Release: Recently Launched LoanMAPS™ LOS Now Integrated with DocMagic Eliminating Need for Disclosure Desk and Closing Department
By Send2Press Newswire on February 22, 2022 in Business, Finance, Press Releases, Software, Technology, TORRANCE, Calif.
TORRANCE, Calif., Feb. 22, 2022 (SNEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, is pleased to announce that it has integrated multiple digital lending solutions with Take Three Technologies’ (“Take3”) cloud-based and fully-integrated loan origination system (LOS), LoanMAPS™.
Press Release: EPIC Private Client Practice Poised for Success with the Appointment of Steve Nelson as Chief Growth Officer
By Send2Press Newswire on February 22, 2022 in Business, Finance, Insurance, Press Releases, SAN FRANCISCO, Calif.
SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 22, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (“EPIC”), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice.
Press Release: Sales Boomerang teams up with OptifiNow to offer lenders an integrated experience for mortgage customer engagement
By Send2Press Newswire on February 22, 2022 in Alliances and Partnerships, BALTIMORE, Md., Business, Finance, Press Releases, Software, Technology
BALTIMORE, Md., Feb. 22, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced its application programming interface (API) integration with OptifiNow, a cloud-based sales, marketing and customer relationship management (CRM) platform. The integration ensures accurate borrower data flows seamlessly and automatically between the two systems, giving […]
Press Release: FormFree’s AccountChek joins forces with Freddie Mac for industry-first automated assessment of direct deposit income
By Send2Press Newswire on February 18, 2022 in Alliances and Partnerships, Business, Finance, Press Releases, Software, Technology
ATHENS, Ga., Feb. 18, 2022 (SEND2PRESS NEWSWIRE) — FormFree® today announced that its AccountChek® digital asset verification service will support a first-of-its-kind solution from Freddie Mac that allows mortgage lenders to assess a prospective homebuyer’s income using direct deposit data. Available to mortgage lenders nationwide, Freddie Mac’s Loan Product Advisor® (LPASM) asset and income modeler […]
Press Release: Applications are open for the second year in a row at this Arizona-based accelerator built for female founders 40+
By Send2Press Newswire on February 17, 2022 in Business, Funding and Investment, PHOENIX, Ariz., Press Releases
PHOENIX, Ariz. and SAN FRANCISCO, Calif., Feb. 17, 2022 (SEND2PRESS NEWSWIRE) — RECREATE Now LLC is taking applications for its second cohort in Arizona and it’s first cohort in San Francisco, California to help aspiring women entrepreneurs build and launch their idea. The organization is aiming to support the underserved market of women over 40 […]
Press Release: KROST CPAs & Consultants Announces Greg Kniss as Chairman of the Board, Jason Melillo as CEO and Keith Hamasaki as Principal of Assurance and Advisory
By Send2Press Newswire on February 17, 2022 in Business, Finance, LOS ANGELES, Calif., Press Releases, Taxes and Accounting
LOS ANGELES, Calif., Feb. 17, 2022 (SEND2PRESS NEWSWIRE) — Los Angeles-based CPA Firm, KROST CPAs and Consultants announced that Greg Kniss has been appointed to Chairman of the Board, Jason Melillo promoted as the new CEO, and Keith Hamasaki to Principal of Assurance & Advisory services.
Press Release: National Bankers Association Endorses Promontory MortgagePath for Mortgage Fulfillment Services and POS Technology
By Send2Press Newswire on February 17, 2022 in Business, Finance, Press Releases, Software, Technology
DANBURY, Conn., Feb. 17, 2022 (SEND2PRESS NEWSWIRE) — Leading digital mortgage and fulfillment solutions provider Promontory MortgagePath LLC today announced the National Bankers Association (NBA) has endorsed its mortgage fulfillment services and proprietary point-of-sale technology, Borrower Wallet®.
Press Release: Fairport Wealth Announces 2022 Community Beacon Recipient
By Send2Press Newswire on February 15, 2022 in Awards and Honors, Business, CLEVELAND, Ohio, Finance, Press Releases
CLEVELAND, Ohio, Feb. 15, 2022 (SEND2PRESS NEWSWIRE) — Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon. It is especially important to support the mental health needs of children and adolescents this year, and we are proud to assist Beech […]
Press Release: Down Payment Resource welcomes Marcy Ash, AMP, as Director of Strategic Projects
By Send2Press Newswire on February 15, 2022 in ATLANTA, Ga., Business, Finance, Press Releases, Software, Technology
ATLANTA, Ga., Feb. 15, 2022 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced it has appointed Marcy Ash, AMP, as director of strategic projects. In her role at DPR, Ash will manage relationships with state Housing Finance Agencies (HFAs) and spearhead industry partnerships and strategies that […]