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.
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Finance News
Press Release: New MSR Technology Empowers MSR Buyers with Live Loan-Level Pricing
By Send2Press Newswire on June 16, 2022 in Business, Finance, Press Releases, SAN DIEGO, Calif., Software, Technology
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 […]
Press Release: Q4 2021 Critical Defect Rate Rose to 1.95%, Per ACES Quality Management Mortgage QC Industry Trends Report
By Send2Press Newswire on June 16, 2022 in Business, DENVER, Colo., Finance, Press Releases, Reports and Studies, Software
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 […]
Press Release: John J. Patterson Joins Vanbridge, EPIC’s Financial Services Division
By Send2Press Newswire on June 15, 2022 in Business, Finance, Insurance, Press Releases, SAN FRANCISCO, Calif.
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.
Press Release: OpenClose Adds DataVerify Solutions to its LenderAssist™ LOS
By Send2Press Newswire on June 14, 2022 in Business, Finance, Press Releases, Technology, WEST PALM BEACH, Fla.
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.
Press Release: Mortgage Markets CUSO implements Mortgage Coach to increase mortgage lending engagement at credit unions
By Send2Press Newswire on June 8, 2022 in Advertising and Marketing, Business, Finance, IRVINE, Calif., Press Releases, Software, Technology
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.
Press Release: ACES Quality Management Unveils Certified ACES Administrator Program at Inaugural ACES ENGAGE Event in Colorado Springs
By Send2Press Newswire on June 7, 2022 in Business, DENVER, Colo., Finance, Press Releases, Software, Technology
DENVER, Colo., June 7, 2022 (SEND2PRESS NEWSWIRE) — ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the launch of its Certified ACES Administrator (CAA) program during its inaugural ACES ENGAGE event, held May 23-25, 2022 at the Broadmoor Hotel in Colorado Springs.
Press Release: Down Payment Resource analysis finds that 33% of declined mortgage applications are declined for reasons addressable with homebuyer assistance
By Send2Press Newswire on June 7, 2022 in ATLANTA, Ga., Business, Finance, Press Releases, Reports and Studies
ATLANTA, Ga., June 7, 2022 (SEND2PRESS NEWSWIRE) — Down Payment Resource (DPR), the nationwide database for U.S. homebuyer assistance programs, today announced findings from an analysis showing that a substantial share of mortgage loan applications are both declined for reasons that can be addressed with homebuyer assistance and eligible for homebuyer assistance programs.
Press Release: Housing Finance Strategies Hires Stuart Quinn as Managing Director
WASHINGTON, D.C., June 7, 2022 (SEND2PRESS NEWSWIRE) — Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited mortgage consulting and product manager Stuart Quinn to join her firm as Managing Director.
Press Release: EPIC Adds to Life and Executive Benefits Platform with Acquisition of Dixon Wells, Inc.
By Send2Press Newswire on June 3, 2022 in Business, Finance, Insurance, Mergers and Acquisitions, Press Releases, SAN FRANCISCO, Calif.
SAN FRANCISCO, Calif. and BIRMINGHAM, Ala., June 3, 2022 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC) announced today that it has acquired Dixon Wells, Inc. (Dixon Wells) in a strategic move to expand EPIC’s geographic footprint in the life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive […]