Client portal – Membership Client Pro http://www.membershipclientpro.com/ Tue, 19 Oct 2021 19:47:10 +0000 en-US hourly 1 https://wordpress.org/?v=5.8 https://www.membershipclientpro.com/wp-content/uploads/2021/10/membership.png Client portal – Membership Client Pro http://www.membershipclientpro.com/ 32 32 Rocket Pro TPO Announces Major Initiatives to Grow, Strengthen and Protect Mortgage Broker Business https://www.membershipclientpro.com/rocket-pro-tpo-announces-major-initiatives-to-grow-strengthen-and-protect-mortgage-broker-business/ https://www.membershipclientpro.com/rocket-pro-tpo-announces-major-initiatives-to-grow-strengthen-and-protect-mortgage-broker-business/#respond Tue, 19 Oct 2021 18:28:00 +0000 https://www.membershipclientpro.com/rocket-pro-tpo-announces-major-initiatives-to-grow-strengthen-and-protect-mortgage-broker-business/ The Company Brings Rocket Tech, The Rocket Network and Rocket Marketing to Mortgage Brokers Across the Country Posted: October 19, 2021 at 12:28 pm MDT|Update: 1 hour ago DETROIT, October 19, 2021 / PRNewswire / – Rocket Pro TPO, the division of Rocket Mortgage that works exclusively with independent mortgage brokers, today announced several innovations […]]]>

The Company Brings Rocket Tech, The Rocket Network and Rocket Marketing to Mortgage Brokers Across the Country

Posted: October 19, 2021 at 12:28 pm MDT|Update: 1 hour ago

DETROIT, October 19, 2021 / PRNewswire / – Rocket Pro TPO, the division of Rocket Mortgage that works exclusively with independent mortgage brokers, today announced several innovations to help brokers grow, strengthen and protect their businesses. A year ago today, Quicken Loans Mortgage Services (QLMS) became Rocket Pro TPO. At the time, Austin niemiec, Executive Vice President of Rocket Pro TPO, promised brokers that the change was more than a new name – it was a commitment that brokers would benefit from Rocket’s innovative technology, relationships and the Rocket brand to help their businesses. businesses to thrive. Today’s announcement is a further extension of that commitment.

Rocket Pro TPO Logo (PRNewsfoto / Rocket Pro TPO)

“We believe that true leaders help brokers be successful. They see the world with an unlimited state of mind. The mortgage market is huge, the pie is almost endless and it is our responsibility to help the brokers who work with us get a bigger share of it, ”said Niemiec. “Today’s announcement is about breaking down barriers and building bridges – helping brokers take advantage of the tools, resources and knowledge that Rocket Mortgage has built as the nation’s largest mortgage lender.

Rocket technology

A true partner of mortgage brokers, Rocket Pro TPO is committed to delivering $ 100 million Rocket technology to its broker partners in 2021. The lender has provided many revolutionary tools, including Pathfinder, the proprietary mortgage directive search engine; Rocket Connect, allowing brokers to communicate with underwriters and operational leaders directly through the Broker Portal and Rocket Pro TPO’s new pricing calculator that can provide brokers with a price estimate quickly and easily.

Today, Rocket Pro TPO is heralding one of the biggest tech additions in years. Broker clients can now use an all-new Rocket Pro TPO client portal to electronically upload and sign their mortgage documents. Brokers will also be able to choose how the portal marks the portal – they can have their standalone brand or co-brand it with Rocket, showing that they are aligned with the leading technology in the industry. This new technology will save brokers time and help them grow their businesses.

Rocket Pro TPO has piloted this new customer portal with its Pinnacle partners over the past few months and will be onboarding more partners every week until the national launch in December. As with all Rocket technologies, the team will continuously innovate, build on feedback, and grow the resource.

Rocket network

There are nearly 2 million licensed real estate agents in the country. About 170,000 real estate professionals, or just eight percent of all agents, have entered into a loan with one of Rocket Pro TPO’s broker partners in the past 12 months. With today’s announcements, Rocket Pro TPO will help its partners connect with more real estate professionals and leverage those relationships to grow their businesses.

One of the ways brokers can meet more agents is through Rocket Homes, a technology-driven real estate service provider. The company has a fast-growing home search site in 50 states and a nationwide network of nearly 25,000 verified partner agents. Many home buyers who visit the Rocket Homes site do not work with a mortgage company. Starting this week, however, when Rocket Homes connects home buyers with one of its partner agents, the company will also introduce selected buyers to one of Rocket Pro TPO’s Pinnacle partners.

Rocket Pro TPO also connects real estate brokers and agents through “Pro Mixers”, networking events where brokers can benefit from the agent relationships that Rocket has forged over the past 36 years. The first Pro Mixer will take place in November with 200 realtors and Rocket Pro TPO partners gathered in San Francisco. The company will share details of other Pro Mixer events across the country in the coming months.

As Rocket Pro TPO partners grow their relationships with agents, the company actively ensures that these relationships are protected. If a partner broker enters into a loan with a real estate professional, Rocket Mortgage will not proactively contact the agent. To handle this, Rocket Pro TPO has built a proprietary tracking engine, which will be featured on the Broker Portal, detailing the agents each broker works with to ensure these relationships are protected.

“We know our broker partners are working hard to build relationships with local real estate professionals and we want to protect those relationships,” Niemiec added. “We will honor these relationships, while leveraging our Rocket platform to help brokers forge new partnerships. The truth is, there is a lot of business for everyone to be successful in the mortgage market and c ‘is yet another example of Rocket Pro TPO’s commitment to investing in our broker partners. “

Rocket marketing

Rocket Mortgage spent more than $ 5 billion on marketing since the creation of the company. With that comes experience and lessons on how to leverage marketing spend to have the biggest impact. Today, Rocket Pro TPO is launching a completely rebuilt Marketing Hub, delivering marketing materials directly to the Broker Portal. The new Marketing Hub has been redesigned to be more intuitive, searchable and easier to use. It also offers more personalization than ever before, giving brokers the flexibility to change the font, color and images of marketing materials to suit their brand. Brokers can also easily create marketing materials using their own brand or co-branded with Rocket or their real estate partners. Most importantly, there is a new learning center that gives brokers advice and training so they can use their marketing dollars to drive more business.

Rocket connection

A year ago, the company created Rocket Connect, an easy way for brokers to communicate with underwriters of Rocket Pro TPO. The company understands that brokers need to act quickly, especially in this hot buying market. To ensure that all loans keep moving forward, Rocket Pro TPO adds two big improvements to the tool. The company is committed to providing an industry-leading two hour response window for all Rocket Connect inquiries. In addition, Rocket Connect now gives brokers the ability to jump right into operations managers. New additions to Rocket Connect are now available on the Rocket Pro TPO broker portal.

This long list of innovations is just Rocket Pro TPO’s latest commitment to the broker community. Earlier this year, Rocket Mortgage added a national mortgage broker directory to its website, putting local brokers ahead of the site’s nearly 115 million unique annual visitors. Rocket Pro TPO featured the only nationwide Super Bowl ad focused on mortgage brokers – which was ranked second best ad in the game by United States Today Ad Meter. The company was also the primary sponsor of historic Chevrolet # 16 in the Indianapolis 500 – the very first to enter the Indianapolis 500 from a female-owned, female-led and largely female-led team.

The company is committed to working with mortgage brokers as true partners, using its size and expertise to help them grow their businesses.

About Rocket Pro TPO

Rocket Pro TPO is a division of Rocket Mortgage and part of Rocket Companies, Inc. (NYSE: RKT). She works exclusively with mortgage brokers, community banks and credit unions. Rocket Pro TPO partners provide the face-to-face service their customers want, while leveraging Rocket Mortgage’s award-winning technology, expertise and process. The partner loan officer creates and maintains the relationship with the client. Rocket Mortgage approves, underwrites, processes and closes the loan on its behalf.

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Chazen selects e-PlanREVIEW® and goPost ™ as part of strategy to scale operations through enhanced plan review processes https://www.membershipclientpro.com/chazen-selects-e-planreview-and-gopost-as-part-of-strategy-to-scale-operations-through-enhanced-plan-review-processes/ https://www.membershipclientpro.com/chazen-selects-e-planreview-and-gopost-as-part-of-strategy-to-scale-operations-through-enhanced-plan-review-processes/#respond Mon, 18 Oct 2021 15:02:49 +0000 https://www.membershipclientpro.com/chazen-selects-e-planreview-and-gopost-as-part-of-strategy-to-scale-operations-through-enhanced-plan-review-processes/ People are used to doing personal business online; everything from banking, insurance and shopping. Working with your local building should be just as easy and accessible and e-PlanSoft is the solution. IRVINE, Calif. (PRWEB) October 18, 2021 e-PlanSoft ™, developer and provider of industry-leading cloud-based electronic plan review solutions, today announced that Chazen, a LaBella […]]]>

People are used to doing personal business online; everything from banking, insurance and shopping. Working with your local building should be just as easy and accessible and e-PlanSoft is the solution.

e-PlanSoft ™, developer and provider of industry-leading cloud-based electronic plan review solutions, today announced that Chazen, a LaBella company, has selected e-PlanREVIEW® and goPost ™ Public Portal (goPost) as solutions for reviewing and admitting plans.

Chazen chose e-PlanSoft solutions to equip its building code services department to more efficiently perform its intake and plan review processes. Cloud-based e-PlanREVIEW and goPost will offer improved organization, project management and transparency for easy project tracking and processing. The solutions will improve project communications internally and with applicants to create a faster and smoother process.

The company currently uses Bluebeam to perform an average of up to 1,500 plan reviews per year for several jurisdictions, including municipal construction departments and state agencies. However, the current solution does not connect email communication to specific projects and the Chazen team manually manages this part of their process.

With the transition to e-PlanSoft solutions, information and communications are captured, collected and disseminated via goPost. goPost allows candidates and reviewers to easily access and manage communications, without the need to manually attach external emails. The process results in cohesive, fully automated projects with streamlined workflows for maximum efficiency.

goPost will also allow Chazen to provide a personalized submission experience to each of its customers. goPost is the only public portal that allows a single license to be used at separate customer sites as individual portlets. The process of submission to the government agency is a flawless experience. The portlet will then route the documents directly to Chazen to begin the plan review process. All documents and communications are routed inside and remain with their corresponding project.

Chazen is growing and understood that he needed a software solution that would support his growth and improve the efficiency of his operations. The COVID pandemic has placed even greater emphasis on the need for a software solution to facilitate efficient workflows and notifications, as well as simultaneous collaboration from anywhere. The company had started to explore the possibility of developing a custom software package that would meet its needs. During its research phase, e-PlanREVIEW and goPost were presented to Chazen as an option. The company quickly recognized that the solutions matched their needs perfectly and were readily available, so implementation can take place in weeks, rather than years of developing a solution from scratch.

“People are used to doing personal business online; everything from banking, insurance and shopping. Working with your local building should be just as easy and accessible and e-PlanSoft is the solution, ”says Robert Anic, Manager, Building Code and Life Safety Services at Chazen.

e-PlanREVIEW will further improve the company’s plan review processes with its robust markup tools, automatic notifications, standard comment library and flexible viewing options, which will save time on each project and reduce approval time.

“We congratulate Chazen on his selection of e-PlanREVIEW and the public portal goPost,” said Harrison Longhurst, regional sales manager at e-PlanSoft. “The company serves a wide range of organizations with a considerable volume of projects and is positioned to grow. Our products will serve as powerful tools to support the increased workload that will result from this expansion. “

About Chazen

Chazen, A LaBella Company is a multidisciplinary consulting firm providing services in civil engineering, surveying, landscape architecture, planning, environment and safety, building code, construction, transportation planning and traffic engineering to private and public sector clients. Our employees proudly collaborate with municipalities, state agencies, developers, landowners, utility companies and industrial, healthcare, education and non-profit clients from the design of the project. upon completion, adopting a personalized approach for each project. We deliver world-class performance focused on building effective, long-term partnerships with our clients.

About PlanSoft

e-PlanSoft ™ develops cloud-based electronic document review software that helps government agencies, construction and manufacturing industries, developers and owners manage real-time plan review, review design, product review, construction and asset review. . http://www.eplansoft.com

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GoDaddy Microsoft 365 Business Premium Exam https://www.membershipclientpro.com/godaddy-microsoft-365-business-premium-exam/ https://www.membershipclientpro.com/godaddy-microsoft-365-business-premium-exam/#respond Fri, 15 Oct 2021 20:15:55 +0000 https://www.membershipclientpro.com/godaddy-microsoft-365-business-premium-exam/ If you are looking for a web hosting service, GoDaddy is almost certainly on your shopping list. And while its various tiers include email hosting options, the company also offers its own renowned version of Microsoft 365 Business Premium. While it offers feature parity and many of the same benefits as Microsoft’s hosted email offering, […]]]>

If you are looking for a web hosting service, GoDaddy is almost certainly on your shopping list. And while its various tiers include email hosting options, the company also offers its own renowned version of Microsoft 365 Business Premium. While it offers feature parity and many of the same benefits as Microsoft’s hosted email offering, GoDaddy’s service has a few distinctions that set it apart. The company has done a lot of work on building its own management portal and also added additional layers focused on email rather than productivity.

If you are a GoDaddy customer, this platform is a no-brainer. But if you’re starting from scratch in your search for a full-fledged messaging and productivity suite, GoDaddy might not be tempting you among our two Editors’ Choice award winners, Google Workspace Business Standard and Microsoft 365 Business Premium d. ‘origin.

GoDaddy Microsoft 365 pricing and plans

GoDaddy offers three levels of Microsoft 365 Business Premium services. At the bottom of the scale is Online Essentials, which includes online Office apps and email hosting. It’ll set you back $ 7.99 per user per month and includes 1TB of online storage. The next tier is the Business Premium tier, which costs $ 8.99 per user per month and upgrades to 50GB of mailbox storage, 1TB of OneDrive storage, and locally installed versions of Office as well as commercial apps. Microsoft such as Microsoft Teams and SharePoint. This level includes HIPAA compliant emails. Finally, the Premium Security tier ($ 16.99 per user per month) protects your email with end-to-end encryption and adds searchable archiving.

If you’re not ready for all the bells and whistles of the Microsoft 365 Business Premium platform, GoDaddy still has email hosting options for you as long as you’re a web hosting customer. These are not only affordable, but they are also presented well, even compared to low cost dedicated hosted email offerings such as Fastmail or even Zoho Mail.

The Host Email Essentials plan costs $ 1.99 per user per month when billed annually and includes 10 GB of email and calendar storage. The Email Plus plan ($ 3.99 per user per month on an annual basis) increases email storage to 50 GB. Both support multiple domains as well as anti-virus and anti-spam filtering. If you need more than what these two tiers offer, you’ll be faced with one of the Microsoft 365 tiers. Unfortunately, neither of these services has a free trial available for evaluation, which is an oversight that GoDaddy has done. really must remedy.

To start

Getting started with GoDaddy’s email offerings assumes you already have a GoDaddy account with a hosted domain. For many, this will be the biggest barrier to entry if you use another check-in desk. However, adding the service to an already configured domain can be a plus – GoDaddy manages this configuration on the back end, which eliminates a major irritation of the Microsoft 365 configuration.

Adding an account is simple: you select the level you want to add and a wizard guides you through the selection of an account name and password. Ultimately, assuming you’ve chosen Microsoft 365 Business Premium, you’ll get a QR code that you can scan with your smartphone to download apps. While it’s a bit of a gimmick, it does add a level of finish that you don’t get with Microsoft 365 out of the box.

GoDaddy User Management Assistant

The GoDaddy Microsoft 365 Business Management Portal

It’s a bit long, but once you’ve set up a few accounts, you’ll want to browse GoDaddy’s Microsoft 365 business management portal. Here you can configure multi-factor authentication and indicate whether or not you will support third-party clients. This includes clients that run on POP, IMAP, and SMTP. A nice addition to this screen is a “Tips for Protecting Your Account” article that does a pretty decent job of outlining best practices for email security. Honestly, it was refreshing to see, and this kind of education should be available more often.

On the other hand, one thing I was missing was the ability to quickly set up a whitelist or block list for emails. It’s doable, but you have to go to the Advanced Settings menu. While this feature also tends to be buried in Microsoft’s own offering, GoDaddy missed a great opportunity to make it easier to find. Likewise, if you want to access quarantine and other such features, you will need to explore the advanced section as well.

Aggregation of GoDaddy users and automated setup

Distribution groups and aliases are easily configured from the admin section. Both of these menus only require a few entries and are an improvement over what Microsoft offers by default. That said, you can quickly run out of GoDaddy’s tools, in which case you’ll have to tap into Microsoft’s underlying resources (located under Advanced Admin Centers). It’s a good balance of power and ease of use, but it would be nice to see GoDaddy expand that even further. This primarily applies to people who need to access settings in Exchange, Teams, OneDrive, or SharePoint; the latter in particular seems well hidden unless you actively seek it out.

In terms of apps, you have access to everything that’s available in Microsoft 365. For messaging, you can use Outlook Web, desktop, or mobile clients, with Microsoft Teams at your fingertips for collaboration. For Business Premium users, SharePoint is also included. Microsoft Office Productivity Suite installations are permitted for a maximum of five devices per user. Overall, it’s pretty much the same offer.

GoDaddy Microsoft 365 Business access to the Outlook web client

Email Security Hosted by GoDaddy

Fortunately, GoDaddy offers the same level of security that Microsoft offers its own 365 Business customers. Two-factor authentication is readily available across the platform, and there are a variety of privacy options. While no service is bulletproof, Microsoft strives to protect your data, and frequent fixes reduce the risk of encountering issues.

Microsoft has data centers across the United States and Northern Europe, all of which have been SOC audited and obtained SOC 1 Type2, SOC 2, and SOC 3 reports. As mentioned, GoDaddy (like Microsoft) is capable of Comply with HIPAA standards if an appropriate HIPAA business associate agreement is in place.

A great option for existing GoDaddy customers

GoDaddy represents added value for the delicate configuration, and its significant price reduction compared to Microsoft’s offering is definitely appealing. That said, your choice of 365 Business providers will likely depend on whether you’re already a GoDaddy customer. There aren’t many reasons for people who already use Microsoft 365 to upgrade to GoDaddy’s version, and while the latter’s ease of setup is appealing, Microsoft has significantly improved its own setup process since the beginning. start of the pandemic.

Advanced users might find that GoDaddy obscures the basics a bit too much, making accessing specific configuration items a bit cumbersome. But if you are now using corporate hosting and want email and Microsoft Office, then don’t upgrade to Go, but go straight to GoDaddy.

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3 financial experts share elevator pitches https://www.membershipclientpro.com/3-financial-experts-share-elevator-pitches/ https://www.membershipclientpro.com/3-financial-experts-share-elevator-pitches/#respond Fri, 15 Oct 2021 15:59:00 +0000 https://www.membershipclientpro.com/3-financial-experts-share-elevator-pitches/ Three financial services companies offered innovative products at the Bank Customer Experience Summit, including a virtual assistant, an integrated credit platform, and a collaboration app. Sometimes you only have five minutes to pitch. This is precisely the situation that panelists found themselves Chuck Hayes, National Director of Business Development, Array, Aayush Mediratta, VP of Solutions […]]]>

Three financial services companies offered innovative products at the Bank Customer Experience Summit, including a virtual assistant, an integrated credit platform, and a collaboration app.

Sometimes you only have five minutes to pitch. This is precisely the situation that panelists found themselves Chuck Hayes, National Director of Business Development, Array, Aayush Mediratta, VP of Solutions Engineering at Kore.ai and Matt Soroko, Senior Account Director at Moxtra. during the Discovery Hour panel at the Bank Customer Experience Summit, held in Chicago September 13-15.

Panelists had five minutes to share a pitch for their financial services product or solution, and five minutes for audience questions and answers, starting with Hayes.

Hayes

Hayes showcased Array’s Financial Well-Being Protection Tool, which provides three main services: credit scores, identity protection, and integrated offerings so banks can deliver their products to customers within of their own ecosystems.

The Credit Department works with three bureaus to provide credit scores and details on that credit score to customers, while Identity Protection performs web monitoring, tokenized security, and up to $ 1 million. in catering insurance.

To show the importance of this service, Hayes spoke about his experience trying to find out what his credit rating was and why his credit rating was that number. The annual credit report was unable to provide the number and he could not find it on his banking app. He had to go to Credit Karma, which ran ads to other banks. Thus, Credit Karma would take business from the banks and sell it back to them.

With this service, banks can keep these customers on their platforms.

Mediratta

Mediratta’s service was a virtual assistant called BankAssist that can automate over 100 common banking questions with a voice interface. Banks can deploy all use cases or just a few at a time.

Banks can deploy the service in seven weeks without IT support. It can also provide 90% accuracy from day one.

Mediratta showed a demo of the service, which showed a man trying to transfer money between his accounts. The assistant was able to identify him by name and process several requests, including when he changed his mind about how much money he wanted to transfer.

Soroko

Soroko introduced a banking collaboration tool called OneStop Client App. This application brings together all of a bank’s communication tools such as voice, messaging, document sharing and collaboration, electronic signature and more on a single platform.

With this tool, banks can eliminate the cumbersome nature of using up to five or more tools to talk to customers. It also eliminates the use of untrusted text and malicious apps.

The app offers a branded portal that banks can use to communicate directly with customers and all interactions are tracked through an e-paper trail.


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Andrea Bocelli signs agreement with Universal Music https://www.membershipclientpro.com/andrea-bocelli-signs-agreement-with-universal-music/ https://www.membershipclientpro.com/andrea-bocelli-signs-agreement-with-universal-music/#respond Thu, 14 Oct 2021 13:00:35 +0000 https://www.membershipclientpro.com/andrea-bocelli-signs-agreement-with-universal-music/ In the United States alone, Bocelli has sold 26.7 million albums and recorded 614.9 million streams for his songs, according to MRC Data. He also owns a record 20 No.1 albums on Billboardthe table of classic albums from, starting with Viaggio Italiano in 1998 until his most recent studio album, To believe, which was released […]]]>

In the United States alone, Bocelli has sold 26.7 million albums and recorded 614.9 million streams for his songs, according to MRC Data. He also owns a record 20 No.1 albums on Billboardthe table of classic albums from, starting with Viaggio Italiano in 1998 until his most recent studio album, To believe, which was released in November 2020. Nine of his albums also reached the top 10 on the Billboard 200, with a No. 1, 2018 Yes, which debuted in the first place and held it for a week.

During his career, Bocelli has been nominated for six Grammys, six Latin Grammys, and won seven Classical BRITs, among other honors. In April 2020, his Music for Hope performance by Milan’s Duomo Cathedral peaked with over 2.8 million simultaneous viewers, breaking the record for the largest simultaneous audience for classic live streaming on YouTube. It recorded 28 million views worldwide in its first 24 hours and has been viewed 42 million times to date. Bocelli’s latest studio album, To believe, was accompanied by the live broadcast “Believe in Christmas”, which sold over 70,000 tickets to fans in 120 countries. On Wednesday (October 13), he kicked off his tour of the American arenas in Milwaukee.

In a statement, Bocelli called the new partnership a “confirmation” of its “strong and well-established collaborative relationship” with that of UMG. He continues: “To fully join the stable of artists of the biggest record company in the world is the culmination of a dream, but it is also a bit like coming home, because at UMG I have always found this family dimension which is ideal, even in the artistic field, to give the best of oneself.

Chairman and CEO of Universal Music Group Mr. Lucian Grainge said: “We look forward to putting the global organization at the service of Andrea, ensuring that her catalog of new and brilliant music is loved by her millions of fans and discovered by millions more. “Thanks to this partnership, added the Executive Vice President of UMG Michele Antoine, the company will help Bocelli “continue to reach and inspire new audiences globally and constantly redefine the boundaries of classical music.”


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1West acquires Rethink Capital https://www.membershipclientpro.com/1west-acquires-rethink-capital/ https://www.membershipclientpro.com/1west-acquires-rethink-capital/#respond Tue, 12 Oct 2021 19:33:00 +0000 https://www.membershipclientpro.com/1west-acquires-rethink-capital/ The acquisition was made with the goal of using 1West’s Automated Business Lending Engine (ABLE) to improve the ease and growth of small business financing across the country. Posted: October 12, 2021 at 1:33 PM MDT|Update: 2 hours ago NEW YORK, 12 October 2021 / PRNewswire / – 1West Finance (“1West”), a market leader in […]]]>

The acquisition was made with the goal of using 1West’s Automated Business Lending Engine (ABLE) to improve the ease and growth of small business financing across the country.

Posted: October 12, 2021 at 1:33 PM MDT|Update: 2 hours ago

NEW YORK, 12 October 2021 / PRNewswire / – 1West Finance (“1West”), a market leader in small business loans, and Rethink Capital (“Rethink”), an organization specializing in small business loan sales and operations, announced today hui a definitive acquisition agreement to enhance 1West with the Rethink portfolio and team. The purchase of Rethink by 1West offers an opportunity to improve the quality of services in the short term for customers and business partners.

1 Western Finances

To build on this momentum, 1West planned and executed the following:

  • Integrate Rethink’s three-year veteran sales and operations teams into 1West’s ever-expanding portfolio, enabling greater market share in the SME space.
  • Development and launch of ABLE (Automated Business Lending Engine), 1West’s exclusive and innovative lending platform.
  • reaffirmed their commitment to cultivate all-inclusive technology fully supported by a broad operations and sales unit.

“The acquisition of Rethink Capital is part of 1West’s mission to deliver a superior user experience on the corporate finance brokerage side,” said Kunal Bhasin, founder of 1West. “Finance companies have technology platforms that make the user experience seamless for their clients and we are now bringing the same approach to the market. The Rethink team will enable additional capacity to help the influx of customers while the Rethink portfolio will increase user adoption. “

“1West will leverage its technology versus our sales team, all of whom retain deep knowledge within FinTech,” said Michel Assim, CEO and Founder of Rethink Capital. “As we seek to grow, I will be leading the opening of a South florida, 1 western branch in Miami by the start of the fourth quarter. The commercial market of Florida has grown exponentially over the past 15 months, allowing this acquisition to hit the market at an opportune time. “

Partner with 1West

Apply with 1 West

About 1Ouest
1West is a leading marketplace for SME finance that combines technology, sales and operations into a single platform for small businesses. The 1West team provided and / or helped deliver more than $ 1 billion in financing small businesses in a wide variety of industries across United States.

About Rethink
Rethink was launched in 2018 and has created a secure and user-friendly portal for applicants to obtain funding. By opening up with a smoother selling approach and generating a financial roadmap for each borrower, Rethink has become a trusted source of funding, resulting in higher conversions, customer loyalty and portfolio performance. .

Media contact:
Michel Caronna
michael@1west.com
(888) 881-WEST (9378)

Kunal Bhasin (left) Founder of 1 West;  Michael Assim (right) Founder of Rethink Capital.
Kunal Bhasin (left) Founder of 1 West; Michael Assim (right) Founder of Rethink Capital.

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SOURCE 1 West

The above press release has been provided courtesy of PRNewswire. The views, opinions and statements contained in the press release are not endorsed by Gray Media Group and do not necessarily state or reflect those of Gray Media Group, Inc.


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Kia Drayton Announces Launch of Online Consulting Services https://www.membershipclientpro.com/kia-drayton-announces-launch-of-online-consulting-services/ https://www.membershipclientpro.com/kia-drayton-announces-launch-of-online-consulting-services/#respond Mon, 11 Oct 2021 20:53:00 +0000 https://www.membershipclientpro.com/kia-drayton-announces-launch-of-online-consulting-services/ NEW YORK, NEW YORK, USA, October 11, 2021 /EINPresswire.com/ – Kia Drayton is pleased to announce that their company will offer online consulting services to local and international customers. The move aims to better serve its growing customer portfolio in the face of Covid restrictions and increase access to global customers. Thanks to the online […]]]>

NEW YORK, NEW YORK, USA, October 11, 2021 /EINPresswire.com/ – Kia Drayton is pleased to announce that their company will offer online consulting services to local and international customers. The move aims to better serve its growing customer portfolio in the face of Covid restrictions and increase access to global customers. Thanks to the online platform, her clients will be able to make appointments, have individual consultations with her and access her advertising services. The virtual sessions will run alongside the usual in-person sessions. Customers will be able to receive 24 hour support from any part of the world, fast, secure and personalized services. The move also aims to increase productivity, business efficiency and improve the customer experience.

Kia Drayton is a renowned sports publicist with years of industry experience. His accomplishments as a sports publicist have earned him numerous prestigious awards, including the Publicist of the Year Award and the Prestigious Press Award. Her career as a publicist was launched by her passion and natural talent, which she discovered while working as a publicist to help boost her modeling career.

While working as a professional model, she served as a publicist and extended services to those in her immediate circle, which turned out to be a great success. She then extended her services to her associates and others in the industry. His decision to specialize in sports was based on his love and passion for the sports industry, which developed during his formative years. With her business acumen, she has managed to expand her client list from a few friends and associates to include a wide range of renowned sportspeople from San Francisco, regionally and internationally.

Prior to launching her business, Kia Drayton devoted a great deal of time and resources to helping her acquire the necessary skills. She is well educated and holds a degree in Marketing and other qualifications in Advertising, Communication and Advertising. This, along with her years of experience, hard work, natural talent and love for the sport, has helped her rank among the top sports publicists in the world.

As a publicist, she offers a wide range of services, including the management of the public image of clients, the organization and management of press conferences, the regulation of information available on the various media concerning clients, editorial staff. and dissemination of press releases and reports, management of social media sites, and crisis prevention and mitigation. The company offers personalized services to its clients and has achieved a high success record, gaining ground in recent years.

The business has grown from a small business run solely by Kia Drayton to multiple staff members and a wider range of services. In the recent past, they have incorporated larger scale reputation management, outreach actions to help clients become more active in the community through activities such as shows and events, and market research. to help clients know how to best reach their supporters. She also offers media training for those around her clients to help them understand how to address journalists and other public forums.

The decision to provide an online counseling program will help increase the number of clients the company deals with on a daily basis and have the capacity to accommodate more clients. The online portal will also provide a safe space for customers to receive assistance while ensuring the safety of customers and staff through Covid 19 security protocols. The portal is user-friendly and designed in such a way that customers can easily navigate. It also provides a bot where customers can receive help until they become familiar with the site.

Jessica smith
Market now
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Millions of dollars still owed in tax refund for 2020, as the October 15 extension deadline approaches https://www.membershipclientpro.com/millions-of-dollars-still-owed-in-tax-refund-for-2020-as-the-october-15-extension-deadline-approaches/ https://www.membershipclientpro.com/millions-of-dollars-still-owed-in-tax-refund-for-2020-as-the-october-15-extension-deadline-approaches/#respond Sun, 10 Oct 2021 13:40:58 +0000 https://www.membershipclientpro.com/millions-of-dollars-still-owed-in-tax-refund-for-2020-as-the-october-15-extension-deadline-approaches/ Have questions about tax refunds, IRS notices, online accounts? We have answers. getty The good news: The Internal Revenue Service says it’s on track to clear the pandemic backlog of tax year 2020 tax returns by the end of 2021, just in time for the start of the 2022 tax season. The bad news: Millions […]]]>

The good news: The Internal Revenue Service says it’s on track to clear the pandemic backlog of tax year 2020 tax returns by the end of 2021, just in time for the start of the 2022 tax season.

The bad news: Millions of taxpayers are still waiting for refunds and / or are struggling to understand IRS notices that their refund amounts have been adjusted. And the IRS expects to receive an additional 4 million returns for the 2020 tax year by the Oct. 15 tax extension deadline.

“I’m pro IRS, but they’re totally overwhelmed,” says Claudia Hill, a registered agent in Cupertino, Calif. She helps clients sort IRS math error notices regarding recovery rebate credits / stimulus checks. She’s helping a taxpayer who is still awaiting a refund of over $ 1 million for the 2019 tax year. And she’s working on 62 extension returns, plus her own, expected this week.

The National Taxpayer Advocate puts it bluntly, “Taxpayers need more transparency in the processing of returns” in their September blogging series, Bumps in the Road Sequel.

Here are the latest stats from reporting season and where you can get help.

As of Oct. 2, the IRS had 6.8 million unprocessed individual tax returns for the 2020 tax year, up from 7.6 million the week before. The IRS has reduced the number of returns requiring special handling from an all-time high of 9.8 million on May 1, 2021 to the current level of 224,000 individual returns. In some cases, it can take 90 to 120 days to process. To check the status, see Where is my refund?

There are not just 1,040 tax returns in preparation. As of October 2, the IRS had 2.8 million unprocessed amended individual tax returns, Forms 1040-X. The current processing time for these is 20 weeks, compared to the usual 16 weeks. To check the status, see Where is my amended return ?.

The Where’s My Refund tool is great if you’re lucky and it shows that your refund has been approved or sent. The problem is if your return is stuck in processing. If you are one of the millions of taxpayers whose return processing has been delayed, the tool simply tells you that the return has been received by the IRS and nothing more. If you try to call the IRS and have the luck or the patience to get through it, the phone representatives usually don’t have more information.

Another option to check the status of your return is to create an IRS online account, but only 40% of people trying to do so (in August) were successful due to the multiple steps and security measures in place. If you are unable to create an account online, you can request an IRS transcript which must be mailed to you within 10 calendar days. Search for “Refund Issued” to see what payments have been made to you.

To put all of this in context, “this reporting season is anything but typical,” says the Taxpayer Advocate. It is not fair to blame the IRS and the pandemic. Blame Congress for the retroactive legislation and the new IRS warrants. By the time the US bailout was enacted in March, nearly half of all 2020 individual tax returns had been filed. This law suspended the obligation to repay excess APTC health insurance credits and created a partial exclusion of up to $ 10,200 in unemployment benefits. All those taxpayers who had declared and paid taxes suddenly had to be reimbursed. As of September 3, the IRS had processed a total of about 13 million taxpayer accounts to reflect the exclusion of unemployment income and about 1 million accounts where the APTC surplus was reported. As of mid-September, there were still about 436,000 individual returns awaiting processing in the error resolution system, the National Taxpayer Advocate reported, and these may require adjustments.

The latest confusion concerns letters sent to 6.5 million taxpayers, telling them that a notice of a 60-day appeal period was missing from the letters they received earlier about their credit calculations from recovery refund on their 2020 tax returns not matching the IRS records. “While these and other notices are often confusing, it is essential – if you receive a letter from the IRS regarding your 2020 return, do not delay in your response, as this will only further postpone potential refunds and can cause more problems down the road, ”the taxpayer lawyer said.

In Hill’s experience, for the clients she has helped with these letters so far, the IRS has been right. In one case, a client insisted she had not received a stimulus check, but when Hill finally contacted the IRS tax pro hotline, a representative was able to confirm the date and amount. of the stimulus check deposit. “They could have told us in the adjustment letter, ‘We believe you received the funds that day by direct deposit,’” says Hill.

Last week, the IRS announced a new online information portal for taxpayers who have refunds over $ 2 million that are being held for special approval. “Are you kidding me?” Hill asks. “We are asking for help for normal people who have filed tax returns whose returns have not been processed and people who have filed 2020 returns and are receiving adjustment notices.”


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Black Knight Deploys New Marketing Tools For Mortgage Brokers https://www.membershipclientpro.com/black-knight-deploys-new-marketing-tools-for-mortgage-brokers/ https://www.membershipclientpro.com/black-knight-deploys-new-marketing-tools-for-mortgage-brokers/#respond Fri, 08 Oct 2021 13:52:30 +0000 https://www.membershipclientpro.com/black-knight-deploys-new-marketing-tools-for-mortgage-brokers/ Black Knight has added a broker portal to its Surefire customer relationship management and marketing automation software, allowing wholesale lenders to provide white label marketing materials to mortgage brokers to customize with their own branding before to send them to customers and prospects. A new smart broker assignment feature in Surefire also allows wholesale account […]]]>

Black Knight has added a broker portal to its Surefire customer relationship management and marketing automation software, allowing wholesale lenders to provide white label marketing materials to mortgage brokers to customize with their own branding before to send them to customers and prospects.

A new smart broker assignment feature in Surefire also allows wholesale account managers to aggregate and manage brokers and other third party originators (TPOs) in their assigned territories.

Rich Gagliano

“For a long time, mortgage lenders have sought an effective way to provide marketing support to their wholesale operations while honoring the preference of their broker partners to keep the individual brand at the forefront,” said Rich Gagliano, president of corporate technology. ‘Black Knight’s origination, in a statement. “Our new Surefire Broker Portal enables wholesale lenders to better manage their mutual funds and create impactful, large-scale marketing materials that their brokers can use to connect with clients and promote their individual brand. “

United Wholesale Mortgage, the nation’s largest mortgage lender, already offers similar capabilities through its Brand 360 suite of marketing and customer relationship tools. Brand 360 tools include Brand Builder, which allows mortgage brokers to create customizable marketing materials; Client Connect, which automates communications with borrowers; and the Marketing Calendar, which schedules social media posts up to 30 days in advance.

Software, data and analytics provider Black Knight has expanded the services it provides to mortgage brokers, who have steadily gained market share in recent years.

Mortgage brokers fell out of favor after the real estate crisis and recession of 2007-2009, when many traditional banks closed their wholesale lending operations. But thanks in part to the growth in non-bank lending, mortgage brokers accounted for about a fifth of conventional and compliant loan origination in January 2021, according to data compiled by CoreLogic.

Mortgage broker market share, 2007-2021

Market share of mortgage brokers on compliant conventional loans. Source: CoreLogic TrueStandings

Last month, Black Knight launched a new cloud-based loan origination system (LOS), LoanCatcher, which the company said was aimed at giving mortgage brokers affordable access to the same level of technology used by lenders. the largest and most prosperous in the country.

“Entrepreneurial brokers have been the driving force behind a growing share of mortgage lending, and Black Knight is committed to serving this community and further fostering their growth,” Gagliano said at the time.

While UWM has controversially said it will not do business with mortgage brokers who send loan applications to rivals Rocket Mortgage or Fairway Independent Mortgage, Black Knight boasts that LoanCatcher allows mortgage brokers to work with it. any wholesale lender they choose, whatever the system.

LoanCatcher also integrates with Surefire, which Black Knight acquired in May for $ 250 million from developer Top of Mind Networks.

Email Matt Carter


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Former “Big Brother” arrested for armed robbery https://www.membershipclientpro.com/former-big-brother-arrested-for-armed-robbery/ https://www.membershipclientpro.com/former-big-brother-arrested-for-armed-robbery/#respond Thu, 07 Oct 2021 01:07:00 +0000 https://www.membershipclientpro.com/former-big-brother-arrested-for-armed-robbery/ Zvi Portal, a former competitor of the Israeli version of Big Brother, was arrested for armed robbery, The time of Israel reports. The reality TV ex is accused of robbing a post office in Rishon Lezion at gunpoint, fleeing with thousands of shekels. Portal was on the show’s fourth season, which aired in 2012. He […]]]>

Zvi Portal, a former competitor of the Israeli version of Big Brother, was arrested for armed robbery, The time of Israel reports. The reality TV ex is accused of robbing a post office in Rishon Lezion at gunpoint, fleeing with thousands of shekels. Portal was on the show’s fourth season, which aired in 2012.

He was arrested and arrested last Thursday. His pre-trial detention was extended for another four days the next day. According to Middle East in 24, Portal was presented to court for a hearing on Tuesday to determine whether the police may have had the wrong man.

Portal denies being involved in the crimes. His lawyer, Binyamin Ben Natan, argued that his client is a financially stable man who responsibly pays alimony and child support through wire transfers – meaning Portal would not be able to do wire transfers. if he was in possession of illegal money. . “Whoever steals money does not transfer by wire transfer,” he said, according to the outlet.

“He’s a 44-year-old guy, completely normative, absent from any criminal record, a father devoted to a minor, working in a neat job in a respectable place, making a decent living,” said his lawyer, summing up the hearing. . He argued that the evidence filed against his client was circumstantial and therefore Portal should be released.

The judge in charge of the case estimated that “there is a reasonable suspicion linking the suspect to the acts attributed to him”, adding that he will remain in police custody for three additional days.


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