| Name | Title | Contact Details |
|---|---|---|
Stephanie Catlett |
Vice President/Mortgage Compliance | Profile |
Reliance is a Lake Worth, FL-based company in the Financial Services sector.
Heritage Trust Company is a Oklahoma City, OK-based company in the Financial Services sector.
We`re shaking up the global economy by making money simple. With us, you can send money like a text — instant, secure and free — whether your friend is across the table or across the ocean. Our mission? To connect every person in the world by exchanging value across borders, between currencies and among friends. Circle was founded in 2013 by internet entrepreneurs Jeremy Allaire and Sean Neville and we`re backed by $136 million from investors including Jim Breyer (Facebook), Goldman Sachs, IDG Capital (Baidu, Tencent), General Catalyst (AirBnB, Snapchat) and Accel Partners. Check us out at circle.com and download Circle Pay for iOS and Android today.
TA Group Holdings is a private equity firm with investments focused primarily in technology, consulting, staffing, and consumer goods. TAG targets lower-middle market investments using operating cash flows from current holding companies to fuel organic growth. TAG invests in people first; consistently creating opportunities that enable emerging business leaders to accelerate their companies to the next level via mentorship, strategic planning, and consolidated services. TAG is committed to constant, dynamic growth and advancing individual careers, while placing a high value on quality of life and contribution to the community at large. Investments include Direct Technology, Launch Consulting, eCATS911.com, Energy Solutions Group, NuWest Group Holdings LLC, J Bookwalter Winery, Ratio Cypress LLC, CSG Services Corp (Microsoft Gold Partner), LearnBIG Holdings, LLC, 110 Consulting, Combat Flip Flops LLC, 98point6, MediaAMP, and Evrnu.
The company`s flagship product, LoanPASS, is a modern data-driven product decisioning and pricing engine that is elegantly designed and easy to use. A SaaS-based solution that resides in the cloud, its open modern APIs allow seamless integrations with leading CRM, POS, and LOS providers, allowing for easy and cost-effective system-to-system connectivity. The LoanPASS solution empowers mortgage investors, independent mortgage bankers, banks, credit unions, and private lenders with unparalleled control over loan products, pricing, stipulations, and underwriting decision output. LoanPASS is unique among fintech solutions, as it is the only platform able to handle any lending product — from the most complex mortgage to consumer, personal, business, and commercial loans — making it an ideal solution to streamline lending processes within different vertical markets. In 2022, LoanPASS was recognized as one of Miami`s fastest-growing fintechs.