website-happy-execs-experience

Supreme Lending Expands Its Southwest Presence

Supreme Lending, a nationwide mortgage lender, has expanded its Southwest territory with an additional branch in the Denver, Colorado market. Industry veteran Carlos Ruiz (NMLS #389289) has been selected to manage the branch. The new Denver branch services borrowers throughout the state of Colorado, and has plans to expand into California and New Jersey this year.

Featured Sponsors:

 

 
Ruiz has been in the mortgage industry for 25 years and has strong knowledge of the full range of government, conventional, non-conforming and jumbo mortgage products. Throughout his two and a half decades in the industry, Ruiz has built a reputation for easy accessibility and strong product knowledge.

Featured Sponsors:

 
“I love getting my clients the best deal possible,” said Ruiz. “My job is to help borrowers choose the best loan program based on their unique needs, goals and financial situations—that includes interest rates, but it also includes much more. If a loan officer is looking strictly at rates, he’s probably doing his borrower a huge disservice.”

Featured Sponsors:

 
Ruiz prefers to stay involved throughout the mortgage process, and personally manages each loan that he originates. He also stays accessible via telephone to his borrowers, even after hours.

“I review each file weekly to stay on top of any changes, because even small changes can impact the rate or terms of a loan,” he said. “After having closed over 10,000 loans, I’ve learned how to get my clients the best rate possible. Each of my clients benefits from the thousands of others that came before them.”

Progress In Lending
The Place For Thought Leaders And Visionaries
web-helping-hand

Embrace Home Loans Sponsors Charity Event

Embrace Home Loans is sponsoring the 5th Annual PinkTie.Org 2017 event on Monday, May 22, at The Crest Hollow Country Club in Woodbury, NY. Embrace Home Loans’ Hauppauge, NY branch has committed to being a Silver Sponsor for the event. Proceeds will benefit the Don Monti Memorial Research Foundation, a premier organization dedicated to eradicating cancer through research, fellowship and education.

Featured Sponsors:

 

 
Since 2012, PinkTie.Org – Business Professionals Networking for a Cure, has united Long Islanders in the fight against cancer and other diseases affecting families throughout the community. The annual event held each May continues to make a positive impact on the community and has become the backbone of Long Island’s philanthropy movement.

Featured Sponsors:

 
“At Embrace Home Loans, we are devoted to supporting our local community,” said Embrace Home Loans’ Hauppauge branch manager, Bryan Smith. “We chose to support PinkTie.Org because of the significant impact they have on the Long Island community helping to fight against diseases that disproportionately affect our loved ones. We are honored to sponsor this year’s event, and to further enrich our philanthropic company culture and our commitment to helping others in our communities.”

Featured Sponsors:

 
Mike Cave, who founded the charitable organization, was grateful and appreciative for the mortgage lender’s tradition of giving. “We are very excited to welcome Embrace Home Loans into the PinkTie.Org family, and we thank them for their support and generosity as Silver Sponsors of the 5th Annual PinkTie.Org Event,” said Cave. “They are true Go-Givers!”

The event anticipates more than 3,000 guests with an evening of networking, raffle prizes and more in a first-time-ever partnership with Scott and Jaclyn Stapp’s Charm Foundation Inc. Guests will also enjoy an exciting live performance by Scott Stapp, the Voice of Creed.

Embrace employees have helped support local families in need, school supply drives, the families of active military members, and friends and families of Embrace employees, who have had sudden emergencies such as a medical crisis, to name just a few. Embrace has raised thousands of dollars through their tradition of giving and dedication to helping others.

Progress In Lending
The Place For Thought Leaders And Visionaries
web-house-keys

Castle & Cooke Mortgage Opens CT Branch

Castle & Cooke Mortgage, an independent mortgage lenders with locations across the U.S., announced the opening of its Danielson, Connecticut branch (NMLS # 1458459). The new location expands the company’s footprint in the state and will complement the company’s sister branch in Columbia.

Featured Sponsors:

 

 
The new branch is led by industry veteran and Danielson native, Todd A. Cooke (NMLS #1055106). Cooke has 15 years of experience in mortgage lending and real estate brokerage, offering personalized guidance and addressing the specific home-buying needs of his community. Cooke and his team provide a range of services from assisting first-time homebuyers as they make the leap from renting to owning, to supporting homeowners in their refinancing or renovation goals.

Featured Sponsors:

 
“Assisting first-time homebuyers who need personalized guidance through the home buying process and buyers unsure of their options given their current credit situation, are my specialty,” said Cooke. “I take pride in simplifying the home buying process and providing all of the information a buyer should have to come to the best decision for their specific and individualized needs.”

Featured Sponsors:

 
Cooke can be reached at TCooke@castlecookemortgage.com or at the Castle & Cooke Mortgage Danielson branch, located at 7 Center Street, Danielson, CT 06239.

Progress In Lending
The Place For Thought Leaders And Visionaries
web-education

National MI To Host Mortgage Leadership Roundtable

Industry experts will gather to discuss the current state of the mortgage industry at the New England Mortgage Leadership Roundtable on June 14, 2017 at the Granite Links Golf Course in Quincy, MA. The free event is being hosted by National MI, a subsidiary of NMI Holdings, Inc. (Nasdaq: NMIH) a California-based private mortgage insurer, along with ISGN Solutions, a leading business process management (BPM) company to the mortgage industry.

Featured Sponsors:

 

 
Sam Luna, the Single Family Affordable Lending director at Freddie Mac, will discuss Freddie Mac’s Home Possible® program.  Julie Jones, credit risk analyst at Fannie Mae, will give an update on Fannie Mae’s efforts to facilitate more efficient programs for lenders, while also improving quality of originations.

Featured Sponsors:

 
Also presenting will be Allan Weiss, CEO of Weiss Residential Research, LLC, a publisher of next-generation home price analytics.  Weiss’ keynote presentation, “New Approaches to Home Price Risk,” will address best practices for managing risk. Weiss is the co-founder and former CEO of Case-Shiller Weiss, which produces the S&P/Case-Schiller Home Price Index, a leading U.S. housing market index used by economists and analysts.

Featured Sponsors:

 
Cultural Outreach Solutions Founder Kristin Messerli will offer advice and tips on how lenders can reach currently untapped markets.  Cultural Outreach Solutions specializes in helping companies in the mortgage industry better reach and serve multicultural and millennial homebuyers.

Other speakers  include Gene O’Bryan, CEO of Solutions Lending Services, who will address market innovation opportunities, and Dana Wasson, vice president of Consulting and Professional Service at ISGN Solutions, who will discuss how to prepare for CFPB and FHA enforcement.

“Our ongoing series of mortgage leadership roundtables has attracted a good deal of interest,” said Jason Kitch, regional managing director of the Northeast Region for National MI. “National MI is pleased to host this event in the Boston area, particularly with such an excellent line-up of speakers.”

Details of the New England Mortgage Leadership Roundtable are as follows:

Location: Granite Links Golf Course, 100 Quarry Hills Dr., Quincy, MA

Date: Wednesday, June 14, 2017

Time: 9:00 a.m. – 3:30 p.m. Eastern

To register for the roundtable, contact Tracy Berry at tracy.berry@nationalmi.com.

Progress In Lending
The Place For Thought Leaders And Visionaries
website-executive-roles

Docutech Names Amy Brandt As President And COO

Docutech has named Amy Brandt as its new President and Chief Operating Officer. In this role, Brandt will be responsible for leading all aspects of daily operations, including sales, customer support, marketing and product development.

Featured Sponsors:

 

 
Bringing more than 20 years of mortgage and software industry experience to Docutech, Brandt most recently served as President of Originations and Corporate Technology at New Penn Financial. At New Penn Financial, Brandt oversaw all origination channels, including direct-to-consumer products, third party originations and retail. Prior to New Penn Financial, Brandt served as Chief Operations Officer of Prospect Mortgage, where she enhanced day-to-day operations and transformed the lender’s technology infrastructure.

Featured Sponsors:

 
“Docutech has experienced significant success by providing industry-leading document and compliance services to financial institutions over the past two decades,” said Ty Jenkins, founder and CEO of Docutech. “As we continue to expand our product and service offerings as an enterprise lending solutions leader, Amy brings the leadership and expertise needed to optimize Docutech’s operations to better serve our customers and realize our growth potential.”

Featured Sponsors:

 
In addition to her executive career, Brandt is currently a Board Member of Sun to Water Technologies, and she is a Scholar Rescue Fund Advisory Board Member with the Institute of International Education. She is a former Board Member with Source Corp Inc. and a former Board Member and Capital Founder with Bluebeam Software Inc. Amy is also the former Chair of Your Music America and was a Federal Housing Policy Council Member with the Financial Services Roundtable. Brandt holds a Juris Doctorate from Arizona State University College of Law and a Bachelor of Arts in Political Science from the University of Southern California.

“Docutech is well-positioned to be the premier provider of enterprise-wide lending solutions to financial institutions of all sizes,” Brandt said. “I look forward to leading Docutech to provide the highest level of value, service and innovation to banks and lenders in the coming years.”

Progress In Lending
The Place For Thought Leaders And Visionaries
website-amc-integrate

Optimal Blue Partners With Leading CRM Player

Optimal Blue has partnered with Media Center CRM to offer a seamless and powerful prospecting tool that can be used by both mortgage professionals and their Realtor partners. Here’s why this is significant:

Featured Sponsors:

 

 
The Optimal Blue/Media Center CRM partnership is a logical and timely collaboration. Borrowers and homebuyers need access to real-time pricing information to make informed decisions; which is an unparalleled strength of Optimal Blue’s technology. Likewise, mortgage professionals need a vehicle to provide this information to their customers and Realtor partners in a consistent and compelling format, and that is where Media Center CRM shines.

Featured Sponsors:

 
“As a premier marketing CRM provider, it’s imperative that we remain at the forefront of emerging technologies,” said Dan Harrington, CEO of Media Center CRM. “Though we generally build our own system enhancements, there are instances where the smartest thing to do is partner with a firm that has the experience and is the technology leader in their space, so that our customers can enjoy the benefits of our individual strengths. Our partnership with Optimal Blue is a perfect example of that.”

Featured Sponsors:

 
“Borrowers are demanding a more streamlined and simplified experience in every aspect of their lives, and dynamics of the mortgage process is no exception,” said Bob Brandt, Vice President of Marketing & Alliances, Optimal Blue. “Well-designed integrations between leading technology partners is the fastest and most efficient way to bring the best-of-the-best directly to the consumer.”

Progress In Lending
The Place For Thought Leaders And Visionaries
website-executive-roles

Accurate Group Expands Its Team

Accurate Group, a provider of real estate appraisal, title and compliance services, announced the expansion of its sales team. Matthew Lichtner, a mortgage and settlement services industry veteran has joined the Accurate Group sales team as Senior Vice President, National Account Manager.

Featured Sponsors:

 

 
Matt has close to 30 years of experience, having served in a number of senior level sales positions within the title insurance and information industry. Matt has extensive knowledge in property data products and services, technology platforms, and business process outsourcing across all segments of the mortgage industry.

Featured Sponsors:

 
“Matt’s focus will be to drive new title and valuation sales, including our industry leading ValueNet suite of products, using his unique relationships within the banking and real estate finance industries. Matt will concentrate on the west coast, specifically California where there is tremendous growth opportunity for the Accurate Group.  He will also market our AMC services to all areas of real estate lending,” stated Accurate’s National Sales Manager, Scott Vilseck.

Featured Sponsors:

 
Effective May 16, 2017, Richard L. Heltzel III will move from his current position as Director of ValueNet, a division of Accurate Group, to join the company’s sales team as Vice President, National Account Manager. Rich began his career with the Accurate Group in 2010 and was an integral part of the company’s explosive growth as an Appraisal Management Company (AMC). During that time, he managed Accurate’s Alternative Valuation Division in Cleveland where he successfully cultivated a nationwide network of inspection companies along with overseeing Accurate’s reseller relationship with ValueNet. When Accurate acquired ValueNet, Rich relocated and assumed the role of Director, overseeing Accurate’s GroundWorks inspection business.

“Rich has been extremely successful in his role as Director of Accurate’s ValueNet suite of products,” said Scott Waxman, Chief Appraiser and President of Accurate’s ValueNet division. “Given his prior success within the company, I’m looking forward to watching his continued development as he diversifies and expands within our organization.”

“I’ve asked Rich to lead Accurate in winning new title and valuation revenue in the northeast region as well as specific target accounts across the United States,” stated Vilseck. “Based on Rich’s drive and product knowledge, along with his desire to pursue a career in sales I felt this was the perfect opportunity for him to continue to grow within the company. I’m excited to make this announcement – I expect Matt and Rich’s expertise will help further accelerate revenue growth and solidify Accurate Group’s position as a market leader in real estate title, appraisal and valuation products and services.”

Accurate Group continues to attract outstanding talent along with mentoring their current employee base to solidify its future and expand at a rapid pace. This move will allow Accurate Group to further diversify its customer base, increase market share and continue to deliver exceptional service to its growing client base of banks, credit unions, mortgage servicers and real estate lending organizations.

Progress In Lending
The Place For Thought Leaders And Visionaries
linked-computers

ValuAmerica Expands Its Integration With LendingQB

ValuAmerica, a wholly owned subsidiary of Clayton Holdings LLC, and national provider of appraisal, title, closing and settlement services, announced today that it has enhanced its integration with LendingQB, a provider of lean lending loan origination technology solutions, and is now providing title services to LendingQB customers.

Featured Sponsors:

 

 
Earlier this year, ValuAmerica announced the initial phase of the integration which provided LendingQB customers access to ValuAmerica’s full suite of appraisal services. The integration has now been expanded to give LendingQB customers a more streamlined workflow to order title services.

Featured Sponsors:

 
“ValuAmerica and our sister company, Radian Guaranty, are dedicated to providing the best possible customer experience. The latest update to our integration with LendingQB allows loan officers to order valuations, title products and private mortgage insurance without having to leave their loan origination system (LOS), ultimately creating a more efficient loan origination process.” said Shawn Murphy, executive vice president of ValuAmerica.

Featured Sponsors:

 
“ValuAmerica’s mortgage products provide access to a wealth of resources that streamlines processes for lenders,” said Tim Nguyen, president, LendingQB. “By now having a full suite of title and appraisal services within our LOS, lenders can save during the origination process. Our continued relationship with ValuAmerica and Radian Guaranty validates how the importance of companies aligning their technologies in order to provide the best experience possible for lenders.”

ValuAmerica, Inc. is wholly owned by Clayton Holdings LLC, a subsidiary of Radian Group Inc., and is a provider of real estate information and technology services to the mortgage and real estate industries. The company provides a suite of appraisal, title, closing, and settlement services as well as develops technology to help automate workflow and compliance processes.

Progress In Lending
The Place For Thought Leaders And Visionaries
web-compliance folder

Pendo Launches Automated USPAP Standard 3 Compliance Tool

Pendo, a nationwide appraisal management company (AMC), has launched an automated USPAP (Uniform Standards of Professional Appraisal Practice) Standard 3 compliance tool to add to their list of proprietary technology solutions for appraisal management. The company has also developed an appraiser recruiting tool that helps its dedicated client success team find, track and engage appraisers for traditionally difficult assignments involving unique properties, or properties in high demand or sparsely populated areas.

Featured Sponsors:

 

 
USPAP Standard 3 “establishes requirements for development and reporting of an appraisal review assignment involving a real property or personal property appraisal,” according to the Appraisal Institute. Pendo’s proprietary USPAP Standard 3 review tool manages the appraisal review requirements set by each state. It allows the appraiser to look at the original appraisal, along with the review form and supporting market data, all in one view. The tool also tracks the number of appraisals Pendo has completed in each state and notifies Pendo when it is time to complete more reviews to meet the state AMC requirements. Housing the reviews and having access to necessary reporting within the tool satisfies the requirements for each state while automating the process and ensuring each appraisal is compliant.

Featured Sponsors:

 
Pendo’s quality and compliance efforts center on a configurable proprietary technology that allows each client to customize its quality control process according to its own unique requirements. “If lenders want to achieve the highest quality and compliance, they need to have performance-based metrics to review, analyze and make adjustments as needed,” said Jeff Sandman, co-founder of Pendo. “We give our clients the metrics to make informed decisions, and we’ll be doing a lot more in the future.”

Featured Sponsors:

 
To lead its quality and compliance efforts, the company recently hired Molly Hoskins, certified appraiser, as vice president of quality and compliance. This position and a continued focus on technology are part of the company’s disruption-based growth plan, which includes using advanced technology and other dedicated resources to elevate quality, compliance and service levels far above current industry standards.

The newly hired Ms. Hoskins will lead the company’s quality and compliance program, which includes growing Pendo’s use of proprietary technologies and metrics that not only assure appraisal quality and compliance, but also elevate client engagement.

Progress In Lending
The Place For Thought Leaders And Visionaries
website-recruiting

Altisource Launches Enhanced Vendor Oversight Platform

Altisource Portfolio Solutions has expanded its Vendorly platform. The platform launched last year exclusively for members of the Lenders One Cooperative, a national alliance of independent mortgage bankers, and is now available to the broader mortgage and community bankers market outside of the Lenders One network. The Vendorly platform is designed to help streamline vendor due diligence, document maintenance, monitoring and audits.

Featured Sponsors:

 

 
The scrutiny of vendor oversight practices continues to be a focus of regulators. It’s important for mortgage and community bankers to have a multifaceted vendor oversight program. Through the Vendorly platform, and its vendor oversight offerings, Vendorly can help strengthen its customers’ compliance management framework and increase their operational efficiencies. Vendorly offers managed vendor oversight services, including due diligence, document management, annual assessments, information security assessments, financial condition reviews and on-site audits.

Featured Sponsors:

 
Vendorly is announcing collaboration with Secure Insight, an innovator in the mortgage industry in providing settlement agent risk evaluation, rating, monitoring and database reporting on fully vetted mortgage closing professionals. Currently servicing close to 100 clients nationwide, Secure Insight will deliver real-time risk ratings and related settlement agent data to clients through the Vendorly platform. Together, Secure Insight and Vendorly intend to develop a platform that produces a transaction-based tool with risk data on each transaction prior to a closing (and just before the proceeds are wired). It is expected that this process will provide data in a more efficient, streamlined manner and give lenders greater comfort in the protection of their money, documents and consumer data at each closing.

Featured Sponsors:

 
“Our relationship with Secure Insight allows us to leverage their deep expertise in settlement agent oversight and industry-leading database of over 50,000 vetted and rated agents, which has been a decade in the making,” said Jim Vaca, vice president, Vendorly. “With Vendorly, we’ve developed an easy-to-use platform for delivering stronger vendor management across all vendor types. Since our initial launch, we’ve provided our Vendorly solution to more than 50 customers, whose direct feedback helped shape the technology we are offering today.  Leveraging Altisource’s technology and industry expertise has enabled us to help bring efficiency to our clients’ vendor management processes.”

“We have always recognized that lenders are seeking a complete solution for vendor management, one that encompasses the different areas of risk and the various vendors that make up the universe of third parties with whom lenders conduct business,” said Andrew Liput, president and chief executive officer, Secure Insight. “We are excited to combine our specific expertise in settlement agent oversight with Vendorly’s oversight services, uniting our efforts to develop an integrated solution that will deliver our risk data on a transaction basis for greater loan efficiency and operational security at the closing table.”

Progress In Lending
The Place For Thought Leaders And Visionaries