Basis point

Newzip Named Winner of LendingTree's 2023 Innovation Challenge Winner

Retrieved on: 
Thursday, November 30, 2023

As part of the Lender Summit, LendingTree hand-selected nine fintech businesses to compete in the 2023 LendingTree Innovation Challenge, a showcase of promising technology solutions that power a better mortgage experience for both borrowers and lenders.

Key Points: 
  • As part of the Lender Summit, LendingTree hand-selected nine fintech businesses to compete in the 2023 LendingTree Innovation Challenge, a showcase of promising technology solutions that power a better mortgage experience for both borrowers and lenders.
  • While all Innovation Challenge participants showcased impactful and innovative solutions, the judges and the audience declared Newzip the 2023 Innovation Challenge winner.
  • Newzip is on a mission to empower prospective homebuyers with the resources they need to feel confident on their journey to homeownership.
  • The following businesses presented their solutions during the 2023 LendingTree Lender Summit as part of the annual Innovation Challenge:

Telos Corporation Announces Third Quarter Results: Exceeds Guidance on All Metrics, Significantly Expands Gross Margin, Returns to Positive Cash Flow From Operations, and Raises Full-Year Outlook

Retrieved on: 
Thursday, November 9, 2023

“We executed well in the third quarter, delivering results above the high end of our guidance ranges on all key metrics, expanding gross margin 303 basis points compared to the third quarter of 2022 and returning to positive cash flow from operations,” said John B.

Key Points: 
  • “We executed well in the third quarter, delivering results above the high end of our guidance ranges on all key metrics, expanding gross margin 303 basis points compared to the third quarter of 2022 and returning to positive cash flow from operations,” said John B.
  • Wood, chairman and CEO, Telos.
  • “I am also pleased that we achieved the formal launch of our TSA PreCheck program.
  • Our performance and risk reduction year-to-date, as well as an improved outlook on key programs across the portfolio, have enabled us to again raise our full-year outlook on all metrics.”

Total Expert Supercharges Growth for Financial Institutions as Accelerate 2023 Kicks Off

Retrieved on: 
Tuesday, June 13, 2023

Total Expert , the customer engagement platform purpose-built for modern financial institutions, today kicked off Accelerate 2023 , the company’s annual conference showcasing innovation in customer experience and the game-changers making it happen.

Key Points: 
  • Total Expert , the customer engagement platform purpose-built for modern financial institutions, today kicked off Accelerate 2023 , the company’s annual conference showcasing innovation in customer experience and the game-changers making it happen.
  • With the theme of “Supercharge Your Growth,” conference attendees will dive into the Total Expert platform through hands-on sessions and workshops and collaborate with other industry professionals to share best practices and growth strategies.
  • Accelerate takes place in Coronado, California through June 15.
  • “With our industry in a downcycle, it is absolutely time to invest in building stronger customer relationships and in leveraging data to obtain a competitive advantage,” said Joe Welu, founder and CEO of Total Expert.

Fintech Startups Botsplash and ProPair Named 2022 LendingTree Innovation Challenge Winners

Retrieved on: 
Wednesday, November 30, 2022

As part of the Summit, LendingTree hand-selected nine fintech businesses to compete in the 2022 LendingTree Innovation Challenge, a showcase of promising technology solutions that power a better mortgage experience for consumers and lenders.

Key Points: 
  • As part of the Summit, LendingTree hand-selected nine fintech businesses to compete in the 2022 LendingTree Innovation Challenge, a showcase of promising technology solutions that power a better mortgage experience for consumers and lenders.
  • Innovation Challenge demos were evaluated by an expert panel of judges who declared Botsplash and ProPair as the Challenge winners.
  • "It was fantastic to see the caliber of innovation and market relevance from all participants in the 2022 LendingTree Innovation Challenge," said Doug Lebda, founder and CEO of LendingTree.
  • Our Innovation Challenge program is key to identifying the top emerging companies delivering on this goal for lenders and customers."

Sun West Making Mortgage Processing Fees Extinct

Retrieved on: 
Tuesday, August 2, 2022

Sun West Mortgage Company, Inc. ( www.swmc.com ) - an industry leader in residential home loans announced the elimination of the mortgage application processing fee charged to its borrowers.

Key Points: 
  • Sun West Mortgage Company, Inc. ( www.swmc.com ) - an industry leader in residential home loans announced the elimination of the mortgage application processing fee charged to its borrowers.
  • Processing fees are traditionally recouped by the lender as a borrower upfront cost or added into their financing costs.
  • At Sun West Mortgage Company, Inc. we dedicate ourselves to offering an amazing experience to our customers.
  • In all jurisdictions, the principal (main) licensed location of Sun West Mortgage Company, Inc. is 6131 Orangethorpe Avenue, Suite 500, Buena Park, CA 90620, Phone: (800) 453-7884.

Total Expert’s Accelerate Customer Conference Spotlights Industry Best Practices to Address Shifting Market Conditions

Retrieved on: 
Tuesday, June 14, 2022

Total Expert , the customer engagement platform purpose-built for modern financial institutions today commenced Accelerate 2022 , an annual event highlighting customer experience innovation and the game changers who make it happen.

Key Points: 
  • Total Expert , the customer engagement platform purpose-built for modern financial institutions today commenced Accelerate 2022 , an annual event highlighting customer experience innovation and the game changers who make it happen.
  • View the full release here: https://www.businesswire.com/news/home/20220614005042/en/
    Accelerate brings together Total Expert customers, partners, technology alliances, and leading industry voices for keynotes, panels, and sessions around this year's theme, Amplify the Experience.
  • Accelerate attendees will get a first look at updated features and functionality coming to Total Expert in the next year.
  • The Total Experience Platform unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle.

Total Expert Helps Financial Institutions Win Purchase Market with Powerful Integrations and Consumer Insights to Drive and Capture Leads

Retrieved on: 
Wednesday, May 11, 2022

To enable this, Total Expert has built new or enhanced partnerships with third-party data integration, social marketing, lead conversion, and lending broker brands.

Key Points: 
  • To enable this, Total Expert has built new or enhanced partnerships with third-party data integration, social marketing, lead conversion, and lending broker brands.
  • Additionally, Zapier will allow financial institutions to connect Total Expert to more than 4,000 third-party software platforms that are generating potential leads and consumer insights.
  • Total Expert delivers purpose-built CRM and data-driven customer engagement solutions for more than 175 modern financial institutions.
  • Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms.

Civitas Advisor Solutions Experiencing High Demand, Recognized as an Innovator by Registered Investment Advisors, Financial Institutions and Fintech

Retrieved on: 
Monday, March 21, 2022

CINCINNATI, March 21, 2022 /PRNewswire/ -- Civitas Advisor Solutions—a  premier concierge solutions provider, offering financial advisors, RIA's, financial institutions, and fintech firms individualized, customized solutions for their unique business needs and their clients' individual needs—today announced the company is experiencing high demand, as many brokerage advisors, Registered Investment Advisors (RIAs), and institutions have lined up for Civitas' industry-disrupting ideas. 

Key Points: 
  • CINCINNATI, March 21, 2022 /PRNewswire/ -- Civitas Advisor Solutionsa premier concierge solutions provider, offering financial advisors, RIA's, financial institutions, and fintech firms individualized, customized solutions for their unique business needs and their clients' individual needstoday announced the company is experiencing high demand, as many brokerage advisors, Registered Investment Advisors (RIAs), and institutions have lined up for Civitas' industry-disrupting ideas.
  • To conclude, Civitas Advisor Solutions cuts overhead expenses from your current custodian or B/D, tailors solutions (i.e.
  • One new RIA who Civitas onboarded into the Civitas Advisor Solutions Community, is Pegasus Financial Planning https://www.pegasusfinancialplanning.net/ in King of Prussia, PA.
  • Founded in 2021, Civitas Advisor Solutions LLC, is a concierge consulting and solutions provider, offering wealth managers, RIAs, and financial institutions comprehensive solutions, ongoing support, and plans tailored to address financial advisors' unique business needs and their clients' individual needs.

Total Expert Elevates the Journey with Accelerate 2021

Retrieved on: 
Monday, October 4, 2021

“Accelerate gives the industry’s innovators the opportunity to inspire and reflect on the most successful practices driving growth and humanizing customer experiences--all fueled by turning data into action and impact,” said Joe Welu, founder and CEO of Total Expert. “With the amount of change our industry has been through in the last 18 months, elevating the journey has never been so important. We’re here to learn from each other, and we’re honored that so many of our customers are taking the stage to share their innovation stories.”

Key Points: 
  • SCOTTSDALE, Ariz., Oct. 04, 2021 (GLOBE NEWSWIRE) -- Total Expert , the customer experience platform purpose-built for modern financial institutions, today kicked off its 2021 Accelerate customer conference , an annual event highlighting customer experience innovation in financial institutions and the game changers who make it happen.
  • Accelerate brings together Total Expert customers, partners, and industry thought leaders for inspiring keynotes and impactful conversations that tie customer experience to customer loyalty.
  • With a theme of Elevate the Journey, Accelerate will take place in Scottsdale, AZ, from Oct. 3-5.
  • Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions.

Total Expert Announces Accelerate 2021: Elevate the Journey

Retrieved on: 
Monday, September 13, 2021

Taking place Oct. 3-5 at the Fairmont Scottsdale Princess in Scottsdale, AZ, Accelerate will bring together Total Expert customers, partners, and industry thought leaders for inspiring keynotes, breakout sessions, and in-depth conversations about the connected customer journey and strategies to drive growth and customer loyalty.

Key Points: 
  • Taking place Oct. 3-5 at the Fairmont Scottsdale Princess in Scottsdale, AZ, Accelerate will bring together Total Expert customers, partners, and industry thought leaders for inspiring keynotes, breakout sessions, and in-depth conversations about the connected customer journey and strategies to drive growth and customer loyalty.
  • Total Expert is the leading fintech software company that delivers purpose-built CRM and customer engagement for modern financial institutions.
  • The Total Experience Platform unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the customer lifecycle.
  • Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and other financial services firms.