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Tag Archives | Banking and Finance

ReverseVision’s Jeff Birdsell Recognized as MBA Tech All-Star for Long-Term Contributions to Mortgage Industry

SAN DIEGO, Calif., April 5, 2016 (SEND2PRESS NEWSWIRE) — Jeff Birdsell, CMB and vice president of professional services for ReverseVision, Inc., today was honored with Mortgage Banking magazine’s Tech All-Star award. Mortgage Bankers Association (MBA) Chief Economist Mike Fratantoni and Mortgage Banking Editor-in-Chief Janet Hewitt presented Birdsell with the award during the MBA’s National Technology […]

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Platinum Data Launches RealView QB (Quality Bridge), Providing Lenders and Appraisers with a Transparent Single System of Record for Appraisal QC

ALISO VIEJO, Calif., April 5, 2016 (SEND2PRESS NEWSWIRE) — Platinum Data Solutions, a provider of valuation data and analytics solutions, has launched RealView(R) QB (Quality Bridge), the industry’s only appraisal quality technology that allows users to authorize access and share information with third parties, including lenders, AMCs, appraisers and investors.

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Simplifile Accepts 2016 Innovations Award from PROGRESS in Lending Association

PROVO, Utah, April 4, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a provider of collaborative technology for lenders, settlement agents and counties, announced it was one of seven recipients of the 2016 Innovations Award from mortgage technology advocacy group PROGRESS in Lending. The company was honored for its Collaboration and Post Closing solutions during a ceremony in […]

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Pavaso Achieves 2,000th Live Transaction on Digital Closing Platform

LOS ANGELES, Calif., April 4, 2016 (SEND2PRESS NEWSWIRE) — Pavaso, the industry leader in eClosing and Consumer Management technology solutions, announced it has recorded its 2,000th live transaction on the Digital Close platform. In addition, more than 6,500 user accounts have been created in the platform, spanning from mortgage lenders to title/settlement agents to Realtors […]

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NOVA Home Loans Chooses ReverseVision Exchange (RVX) Software to Originate Reverse Mortgages, Deliver to Investors

SAN DIEGO, Calif., March 30, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision announced today that NOVA(R) Home Loans (NOVA), a Tucson, Arizona-based mortgage lender serving the Southwestern United States, has selected RV Exchange (RVX) as its reverse mortgage loan origination software (LOS). NOVA has originated reverse mortgages as a correspondent lender since 2014.

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DocMagic Announces the Formal Launch of its New Total eClosing Solution

TORRANCE, Calif., March 30, 2016 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced today the formal launch of its fully integrated eClosing solution that electronically transforms the entire mortgage process from initial eDisclosure to final eClosing through investor eDelivery.

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CMG Financial Automates its Entire Appraisal Process Using Global DMS’ eTrac Platform

LANSDALE, Pa., March 29, 2016 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of web-based compliant valuation management software, announced that CMG Financial (CMG), one of the nation’s leading lenders, has streamlined the management of its appraisal process from start to finish using Global DMS’ eTrac platform.

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Platinum Data Executive Craig Zielazny Named to Board of Advisors for Wittenberg University’s New Master of Science in Analytics Program

ALISO VIEJO, Calif., March 22, 2016 (SEND2PRESS NEWSWIRE) — Platinum Data Solutions, a provider of valuation data and analytics solutions, has announced that Craig Zielazny, the company’s senior vice president of valuation analytics, has been named to the Board of Advisors for Springfield, Ohio-based Wittenberg University’s new Master of Science in Analytics program. The Board […]

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Mid America Mortgage Remains Largely Unchallenged in Bid for Defective TRID Mortgage Loans

ADDISON, Texas, March 16, 2016 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) remains one of few bidders on so-called TRID ‘defect’ loans, said Owner and Chief Executive Officer Jeff Bode. According to Bode, Mid America wins roughly 80 percent of its bids on the loans, which have been rejected for purchase by other […]

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Pavaso, SigniaDocs Complete Integration for Electronic Mortgage Closings

PLANO, Texas, March 15, 2016 (SEND2PRESS NEWSWIRE) — Pavaso, Inc., a provider of digital process and collaboration solutions for the real estate lifecycle and SigniaDocs, Inc., a provider of eMortgage platform technologies, announced the integration between their two platforms to facilitate an all-inclusive eClosing process.

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Alpha Mortgage Launches Reverse Mortgage Channel, Selects ReverseVision Exchange (RVX) Loan Origination Software

SAN DIEGO, Calif., March 14, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision is pleased to announce that Wilmington, N.C.-based Alpha Mortgage, a full-service mortgage lender serving the Carolinas and Virginia, has selected RV Exchange (RVX) as its reverse mortgage loan origination software (LOS) solution. Alpha Mortgage opened its reverse mortgage lending channel in early 2016 under the […]

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Jeff Birdsell of ReverseVision Named MBA Tech All-Star by Mortgage Banking Magazine

SAN DIEGO, Calif., March 8, 2016 (SEND2PRESS NEWSWIRE) — Mortgage Banking magazine announced today in its March issue that Jeff Birdsell, CMB and Vice President of professional services for ReverseVision, Inc., is a 2016 Mortgage Bankers Association (MBA) Tech All-Star. Birdsell is among just nine industry innovators who received the prestigious award, which celebrates leaders […]

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ARMCO ACES 5.0 Targets TRID Pain Points

POMPANO BEACH, Fla., March 7, 2016 (SEND2PRESS NEWSWIRE) — Leading web-based financial services quality control (QC) software provider ACES Risk Management (ARMCO) announced the release of a major upgrade to its flagship QC software system ACES Web Audit Technology(TM) (ACES) to improve overall functionality, while supporting lenders and originators still struggling with TRID compliance.

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Pavaso Named to HousingWire 2016 HW TECH100

PLANO, Texas, March 4, 2016 (SEND2PRESS NEWSWIRE) — Pavaso, a provider of collaborative real estate technology, announced it has been named to HousingWire magazine’s 2016 HW TECH100(TM) list. The magazine selected Pavaso for this honor for its ability to connect ‘all parties in the real estate lifecycle – consumers, REALTORS, lenders and investors – to […]

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Pavaso’s Vice President of Partner Strategies and Government Affairs Elected to Co-Chair MISMO Workgroup

PLANO, Texas, Feb. 25, 2016 (SEND2PRESS NEWSWIRE) — Nancy G. Pratt, vice president of Partner Strategies and Government Affairs at real estate technology company Pavaso, was elected to serve as co-chair of the Mortgage Industry Standards Maintenance Organization (MISMO) eMortgage Workgroup at the organization’s Winter Summit in January.

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Bank of Southern California Announces Senior Vice President Promotions

SAN DIEGO, Calif., Feb. 17, 2016 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced the promotion of Marie Crivello and Debbie Marshall to Senior Vice President. Ms. Crivello joined Bank of Southern California in 2012 as Vice President, Client Relationship Manager. She has over 16 years of banking and […]

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DocMagic Unveils New Premium Rep and Warrant Offering Guaranteed TRID Compliance up to $5 Million

TORRANCE, Calif., Feb. 16, 2016 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, today announced the development of an extensive set of new reps and warrants for its calculations, documents and data, which provides peace of mind to lenders when it comes to compliance with […]

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Generate Secure Payment Link and Have Monies Direct Deposited Into Your Bank

DEERFIELD BEACH, Fla., Feb. 11, 2016 (SEND2PRESS NEWSWIRE) — RedFin today announced the launch of a web-based electronic bill payment and presentment (EBPP) platform to its payment gateway. The new platform allows merchants to generate and email secure payment links to customers who can then make payments through a secure payment form and/or make donations […]

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Titan Offers Trade Transaction Management Services to Mortgage Investors

DENVER, Colo., Jan. 19, 2016 (SEND2PRESS NEWSWIRE) — Mortgage services expert Titan Lenders Corp. (Titan) announced it is now offering Trade Transaction Management Services to investors looking to acquire mortgage assets. Through these services, Titan facilitates the administrative tasks and logistical management of acquiring a loan pool. Using its comprehensive mortgage process and compliance foundation, […]

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LeaseAccelerator to Host Webinar on Spend Management for Equipment Leases

GREAT FALLS, Va., Jan. 19, 2016 (SEND2PRESS NEWSWIRE) — LeaseAccelerator, the leader in Equipment Lease Management Software, announced today that it will host a webinar on Spend Management for Equipment Leases. Drawing upon case studies from Fortune 500 companies, LeaseAccelerator will outline how savings of 6-8 percent can be achieved on leases in categories ranging […]

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Debora Aydelotte Joins Altavera Mortgage Services as Chief Operating Officer

DENVER, Colo., Jan. 11, 2016 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services, LLC (Altavera), the nation’s premier provider of third-party residential mortgage origination services, announced the addition of Debora Aydelotte to Altavera’s executive team. Aydelotte brings more than 25 years’ experience in business line development, risk management and operational expansion and improvement to Altavera, where she […]

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Kara Lamphere Returns to Mid America Mortgage to Manage Correspondent Lending Operations, TRID Scratch and Dent Procurement

ADDISON, Texas, Jan. 8, 2016 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode announced it has rehired former employee Kara Lamphere as director of correspondent lending to manage both its correspondent lending operations and compliance program, as well as to oversee the firm’s purchases of investor-rejected TRID […]

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Bank of Southern California Announces Ticker Symbol Change to BCAL

SAN DIEGO, Calif., Jan. 7, 2016 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), announced today that FINRA has approved a change in the Company’s stock symbol. As of Monday, December 21, 2015 the new trading symbol for Bank of Southern California is BCAL. The former symbol, FBBN is no […]

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The Mortgage Collaborative Adds Sixteen New Lender Members

SAN DIEGO, Calif., Jan. 5, 2016 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the addition of sixteen new lenders to their national network of originating members, announced the Collaborative’s EVP of National Sales and Strategic Alliances, Rich Swerbinsky.

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Mid America Mortgage Seeks TRID Scratch and Dent Mortgage Loans for Potential Purchase

ADDISON, Texas, Dec. 22, 2015 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode announced the firm’s interest in purchasing Scratch and Dent loans with TILA-RESPA Integrated Disclosure (TRID) infractions, even if a previous investor has rejected the loan for purchase.

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ReverseVision Offers Lenders and REALTORS a Reverse Mortgage Education Track at Jan. 2016 User Conference in San Diego

SAN DIEGO, Calif., Dec. 21, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced that mortgage lenders, bankers and REALTORS(R) interested in learning why offering reverse mortgages in their lending portfolio allows them to better serve consumers are invited to attend a ‘Reverse Mortgage Facts’ track at its inaugural User Conference 2016 in San Diego January […]

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Mid America Mortgage Offers Marketing Tools to Partners through Mid America Concierge Service

ADDISON, Texas, Dec. 9, 2015 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode announced the firm has developed Mid America Concierge, an online marketing support portal for its strategic business partners, including real estate agents and brokers.

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The Mortgage Collaborative and NAHREP Consulting Services Form a Strategic Alliance

SAN DIEGO, Calif., Dec. 7, 2015 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), an independent lending cooperative serving small- to mid-sized mortgage lenders and community-based lending institutions, has formed a strategic alliance with NAHREP Consulting Services (NCS), announced TMC Vice Chairman David G. Kittle, CMB.

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ReverseVision Announces Credit Report Integration with Certified Credit Reporting

SAN DIEGO, Calif., Dec. 7, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced their newest credit report partnership with Certified Credit Reporting, a nationwide provider of credit reports and mortgage information services. This integration within RV Exchange (RVX), ReverseVision’s flagship reverse loan origination system (RLOS) platform, increases RVX users’ choice of automated credit report services.

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Jamie Hopkins to Deliver Keynote Address for ReverseVision January 2016 Inaugural User Conference

SAN DIEGO, Calif., Dec. 3, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced that noted financial planning expert Jamie Hopkins, Esq., JD, CLU(R), RICP(R), an associate professor of taxation at The American College in Bryn Mawr, Pennsylvania will deliver the keynote address at its inaugural User Conference 2016.

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OpenClose and LBA Ware Integrate to Automate the Loan Compensation Process

MACON, Ga. and WEST PALM BEACH, Fla., Dec. 1, 2015 (SEND2PRESS NEWSWIRE) — OpenClose(R) an enterprise-class, multi-channel, end-to-end loan origination system (LOS) provider, and Lending and Banking Automation Software (LBA Ware), the leading provider of commission automation software, have formed a partnership to seamlessly pass loan information from OpenClose’s LenderAssist(TM) LOS into LBA Ware’s CompenSafe […]

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ReverseVision Board Member Jeffrey S. Taylor Honored by NRMLA for Reverse Mortgage Leadership

SAN DIEGO, Calif., Nov. 20, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced that board member Jeffrey S. Taylor, Master CMB, has received the National Reverse Mortgage Lenders Association (NRMLA) Career Achievement Award. The award was presented to Taylor at NRMLA’s 2015 Annual Meeting and Expo held November 16-18 in San Francisco.

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The Mortgage Collaborative Adds Ten Providers to Preferred Partner Network

SAN DIEGO, Calif., Nov. 19, 2015 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the formal approval of 10 new preferred vendor partners to their national network, announced the Collaborative’s EVP of National Sales and Strategic Alliances, Rich Swerbinsky.

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Titan Expands Mortgage Data Reconciliation Tool to Be Data-Agnostic

DENVER, Colo., Nov. 18, 2015 (SEND2PRESS NEWSWIRE) — Mortgage services expert Titan Lenders Corp. (Titan) announced it has expanded the capabilities of its data reconciliation platform mintrak2(R). Now known as DRMS(TM) (Data Reconciliation Management System), the system has been redesigned beyond its original MERS(R) applications to normalize, compare and reconcile multiple datasets from a variety […]

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Quandis Enhances its Military Search Service to Help Servicers and Attorneys Better Comply with the Servicemembers Civil Relief Act

FOOTHILL RANCH, Calif., Nov. 17, 2015 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management technology solutions, announced today that it developed and incorporated a sophisticated data parsing and analysis component into its Military Search Service. The new functionality assists servicers and default attorneys in adhering to the Servicemembers Civil Relief Act (SCRA) […]

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ReverseVision Announces Credit Report Integration with MeridianLink

SAN DIEGO, Calif., Nov. 16, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced their newest credit report partnership with MeridianLink, a leading web-based platform for ordering and delivery of credit reports. This integration within RV Exchange (RVX), ReverseVision’s flagship reverse loan origination system (RLOS) platform, increases RVX users’ choice of automated credit report services.

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First Standard Financial Company Expands with The Addition of Chief Market Economist, Peter I. Cardillo

NEW YORK, N.Y., Nov. 16, 2015 (SEND2PRESS NEWSWIRE) — First Standard Financial Company (‘FSF’), a full service Broker Dealer offering client-centric retail brokerage and advisory services to its clients worldwide, announced today that it has hired renowned economist and frequent television business news contributor Peter I. Cardillo as the Firm’s Chief Market Economist.

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The Compliance Group Hires Michelle Doyle as Director of Quality Control to Oversee Mortgage Quality Control Services

CARLSBAD, Calif., Nov. 13, 2015 (SEND2PRESS NEWSWIRE) — Leading mortgage compliance and quality control (QC) services provider The Compliance Group, Inc. (TCG) announced it has hired Michelle Doyle as Director of Quality Control. Doyle brings more than two decades of experience in mortgage underwriting, quality control, risk mitigation and compliance to her new role at […]

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ReverseVision Ranked Number 367 Fastest Growing Company in North America on Deloitte’s 2015 Technology Fast 500

SAN DIEGO, Calif., Nov. 13, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision today announced it ranked number 367 on Deloitte’s Technology Fast 500(TM), a ranking of the 500 fastest growing technology, media, telecommunications, life sciences and energy tech companies in North America. ReverseVision grew 175.1 percent during this period.

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LeaseAccelerator Hires IT Leasing Expert Tim Shockley to Lead Sales Force

GREAT FALLS, Va., Nov. 4, 2015 (SEND2PRESS NEWSWIRE) — LeaseAccelerator announced today that sales leader and enterprise leasing expert Tim Shockley has joined the company as Vice President of Sales. Tim brings more than 20 years of experience leading top performing teams to provide IT and Financial solutions into Fortune 500 companies.

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Mid America Mortgage Expands National Footprint, Opens Branches in Kansas City, Mo., Overland Park, Kan.

ADDISON, Texas, Oct. 15, 2015 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode announced the firm has expanded its operations into Missouri, Iowa and Kansas with its newest branch locations in Kansas City, Mo. and Overland Park, Kan.

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Strong Year of Growth Continues for The Mortgage Collaborative, Seven New Lender Members Added

SAN DIEGO, Calif., Oct. 15, 2015 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the formal approval of seven new lenders to their national network of originating members, announced the Collaborative’s EVP of National Sales and Strategic Alliances, Rich Swerbinsky.

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Rhonda Guthrie Promoted to Senior Vice President at Bank of Southern California

SAN DIEGO, Calif., Oct. 14, 2015 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTCQB:FBBN / OTCMKTS:FBBN) has announced the promotion of Rhonda Guthrie to the position of Senior Vice President, Loan Administration. With over 20 years in Loan Administration, Guthrie joined the Company in 2013 as Loan Administration Manager responsible for all functions related […]

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Pavaso, IDS Co-Host eClosing Event at MBA Annual to Highlight Upcoming Integration

PLANO, Texas, Oct. 13, 2015 (SEND2PRESS NEWSWIRE) — Pavaso, a provider of digital collaborative technology for the real estate lifecycle, announced it is co-hosting an event with leading mortgage document preparation provider International Document Services (IDS) during the Mortgage Bankers Association’s (MBA’s) 102nd Annual Convention and Expo in San Diego later this month. The event, […]

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EPIC Insurance Brokers Enters into Strategic Transaction with Alliant

SAN FRANCISCO, Calif., Oct. 13, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants has announced a mutually beneficial transaction of certain books of business to Alliant Insurance Services, including the customers of David Alvarado and a group of employees who came to EPIC in 2009 through the acquisition of VRT Insurance Services.

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Mid America Mortgage Hires John Rhode as Account Executive for Wholesale, Correspondent Division

ADDISON, Texas, Oct. 9, 2015 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) owner and Chief Executive Officer Jeff Bode announced John Rhode has joined the company as an account executive in the wholesale and correspondent lending division. Rhode brings 24 years of wholesale lending experience to Mid America and will be focused on […]

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ACG Central Texas signs Memorandum of Understanding with The Texas Military Officers Association

AUSTIN, Texas, Oct. 6, 2015 (SEND2PRESS NEWSWIRE) — The Central Texas Chapter of the Association for Corporate Growth(R), the global organization focused on driving middle-market growth, signed a Memorandum of Understanding with the Texas Military Officers Association, in an effort to actively expose the two organizations to each other’s membership, foster integration, and promote joint […]

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DocMagic Selected by PHH Mortgage to Further Enhance its Compliance Capabilities

TORRANCE, Calif., Oct. 1, 2015 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that PHH Mortgage (PHH), one of the largest providers of residential mortgages in the United States, has signed a multi-year license agreement to use its expansive set of products to help […]

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MCT Trading Taps Secondary Marketing Expert Paul Yarbrough to Oversee Client On-Boarding and Technology Implementations

SAN DIEGO, Calif., Sept. 29, 2015 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized industry leader in mortgage risk management providing pipeline hedging, best-execution loan sales and centralized lock desk services, announced that it hired Paul Yarbrough to manage new client on-boarding, its secondary marketing technology, and solution training.

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Mid America Mortgage, DocMagic and eSignSystems Partner to Enable End-to-End eMortgages

TORRANCE, Calif., Sept. 22, 2015 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that Mid America Mortgage, Inc. will utilize DocMagic’s SaaS-based compliance and mortgage loan document engine together with the on-premise solutions of DocMagic’s recently acquired eSignSystems patented eSigning, eNotary, eVaulting, eRegistration and […]

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Empaxis, Specialists in Back-Office Outsourcing for Investment Management Firms, Opens London Office and Appoints European Director

LOS ANGELES, Calif., Sept. 15, 2015 (SEND2PRESS NEWSWIRE) — Empaxis Data Management, experts in middle and back-office outsourcing for investment management firms, recently announced expansion into the European market. Empaxis has opened an office in London and has launched Empaxis Europe Limited.

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Quandis Military Search Technology Addresses the New Military Lending Act (MLA) Rule for Compliance that Takes Effect on Oct. 1

FOOTHILL RANCH, Calif., Sept. 15, 2015 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management technology solutions, announced that it has extended its Military Search Service to locate active duty military personnel in other facets of consumer lending for compliance adherence.

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Tom Welch and Tammy DeWitt Join Bank of Southern California

SAN DIEGO, Calif., Sept. 15, 2015 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTCQB:FBBN / OTCMKTS:FBBN) welcomes Tom Welch as Senior Vice President, SBA Department Manager and Tammy DeWitt as Vice President, SBA Loan Underwriting Manager to its seasoned team of Southern California bankers. Both Mr. Welch and Ms. Dewitt have been in the […]

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Bank of Southern California Announces Coachella Valley Advisory Board

PALM DESERT, Calif., Sept. 3, 2015 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTCQB:FBBN / OTCMKTS:FBBN) announced the creation of its Coachella Valley Advisory Board. This board is comprised of prominent members of the business community in the Desert Cities region who will help increase the bank’s presence and market awareness while providing valuable […]

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IDS, LendingQB Integration Creates Seamless Mortgage Origination Environment for Private Bank of Buckhead

SALT LAKE CITY, Utah, Sept. 3, 2015 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced Atlanta-based Private Bank of Buckhead has implemented the IDS “lights out” integration with LendingQB, an end-to-end loan origination system (LOS) provider whose platform includes the industry’s leading universal decision engine.

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ARMCO Launches TRID Mortgage Data Compare Tool

POMPANO BEACH, Fla., Sept. 2, 2015 (SEND2PRESS NEWSWIRE) — Leading web-based financial services quality control software provider ACES Risk Management (ARMCO) announced the release of TRIDCompare(TM), a data compare tool designed specifically for the new TILA-RESPA Integrated Disclosure (TRID). TRIDCompare is a component of the Automated Data Compare (ADC) solution suite within the ACES Web […]

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ReverseVision Spotlights Directors Mortgage for HECM Reverse Mortgage Origination to Portland, Oregon Sports Executive

SAN DIEGO, Calif., Sept. 1, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced it is spotlighting a HECM reverse mortgage origination by Oregon-based Directors Mortgage, a Pacific-Northwest focused full service mortgage banking firm, as it illustrates an ideal application of the product that allows qualified homeowners age 62 or older to access a portion of […]

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Positioned for Continued Growth, The Mortgage Collaborative Adds Eight New Members

SAN DIEGO, Calif., Aug. 26, 2015 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the formal approval of eight new lenders to their national network of originating members, announced the Collaborative’s EVP of National Sales and Strategic Alliances, Rich Swerbinsky.

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Klingenstein, Fields and Co., LLC Rebrands as Klingenstein Fields Wealth Advisors

NEW YORK, N.Y., Aug. 26, 2015 (SEND2PRESS NEWSWIRE) — Klingenstein, Fields and Co., L.L.C. today is now operating as ‘Klingenstein Fields Wealth Advisors’ as part of a recent rebranding initiative. The new brand highlights the firm’s integrated approach in providing comprehensive wealth management services to a broad range of high-net-worth clients.

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Richard Horn to Lead In-Depth TRID Training Workshop for Lenders – for Mortgage Compliance Training Center, LLC

DENVER, Colo., Aug. 24, 2015 (SEND2PRESS NEWSWIRE) — Mortgage Compliance Training Center, LLC (MC Training Center), a newly formed organization that is solely focused on mortgage compliance education and readiness, announced today that it has officially launched operations and will start by holding an all-day, hands-on TRID workshop in Denver, Colorado on Sept. 25.

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DocMagic’s Melanie Feliciano Makes MReport’s 2015 Leading Ladies List in Mortgage and Housing

TORRANCE, Calif., Aug. 21, 2015 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that its chief legal officer, Melanie Feliciano, Esq., has been named to the MReport’s 2015 Leading Ladies list. MReport is a leading B2B trade publication serving the broader mortgage field.

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ReverseVision Announces Credit Report Integration with CBCInnovis

SAN DIEGO, Calif., Aug. 21, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced their newest credit report partnership with CBCInnovis, a leading provider of credit and risk management solutions headquartered in Columbus, Ohio. This integration within RV Exchange (RVX), ReverseVision’s flagship reverse loan origination system (RLOS) platform, increases RVX users’ choice of automated credit report […]

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ReverseVision Hosts 2016 Inaugural User Conference in San Diego

SAN DIEGO, Calif., Aug. 20, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced it would host its 2016 inaugural user conference January 20 – 22, 2016, at the Sheraton San Diego Hotel and Marina in San Diego, California. More reverse mortgages are originated monthly using ReverseVision’s RV Exchange platform than all other systems combined.

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The Mortgage Collaborative Names New Board Members to Cooperative and Management Company

SAN DIEGO, Calif., Aug. 20, 2015 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, an independent lending cooperative serving small- to mid-sized mortgage lenders and community-based lending institutions, has implemented several changes to the Board of Directors of the Cooperative as well as the Board of Directors of the Management Company, announced the Collaborative’s Chairman, John Robbins, […]

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ARMCO Executives to Address Mortgage Pre/Post-Funding QA, Loan Defect Rates at MBA Risk Management, QA and Fraud Prevention Forum

POMPANO BEACH, Fla., Aug. 19, 2015 (SEND2PRESS NEWSWIRE) — Leading web-based financial services quality control software provider ACES Risk Management (ARMCO) announced two of its top executives will participate in panels at the Mortgage Bankers Association’s (MBA) Risk Management, QA and Fraud Prevention Forum 2015, Sept. 9-11 in Dallas.

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DocMagic’s SmartCLOSE Production Ready – Receives High Scores from Lender and Settlement Providers

TORRANCE, Calif., Aug. 13, 2015 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that after extensive testing by lenders, settlement providers and other relevant parties, SmartCLOSE(TM) has been honed to perfection and been moved to a secure cloud-based production environment for its official release […]

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ARMCO COO Urges Mortgage Lenders to Tailor QC Reviews for Niche Mortgage Products

POMPANO BEACH, Fla., Aug. 12, 2015 (SEND2PRESS NEWSWIRE) — Phil McCall, COO of leading web-based financial services quality control software provider ACES Risk Management (ARMCO), advises mortgage lenders to develop unique quality control audits for each of the niche mortgage lending products they may offer, including jumbo, USDA, VA and HECM/reverse.

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Industry Veteran Ben Coll Joins MCT’s Growing Capital Markets Team

SAN DIEGO, Calif., Aug. 7, 2015 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized industry leader in mortgage risk management providing pipeline hedging, best-execution loan sales and centralized lock desk services, announced Ben Coll joined the company’s capital markets team. He becomes employee number 65 as MCT continues to expand its client base and […]

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Mid America Mortgage Promotes Chris Hartman to Wholesale, Correspondent Sales Manager

ADDISON, Texas, Aug. 3, 2015 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) owner and Chief Executive Officer Jeff Bode announced Chris Hartman has been promoted to sales manager of wholesale and correspondent operations. Hartman brings nearly two decades of mortgage sales experience to this new role, where he’ll be responsible for overseeing sales […]

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Veros’ Sapphire Is First Valuation Management Platform to Offer Connection to FHA Electronic Appraisal Delivery Portal

SANTA ANA, Calif., July 21, 2015 (SEND2PRESS NEWSWIRE) — Veros Real Estate Solutions (Veros), an award-winning industry leader in enterprise risk management, collateral valuation services and predictive analytics, announced today that its web-based, residential collateral valuation management platform, Sapphire, is ready to provide lenders with a direct connection to FHA’s Electronic Appraisal Delivery (EAD) portal.

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Mortgage Market Index Enhanced with OpenClose Data

WEST PALM BEACH, Fla. and DALLAS, Texas, July 15, 2015 (SEND2PRESS NEWSWIRE) — OpenClose(R), an enterprise-class, multi-channel, end-to-end loan origination system (LOS) provider, announced that it is now delivering weekly data for the U.S. Mortgage Market Index, an indicator of upcoming mortgage originations that is published by Mortgage Daily, a leading online news and data […]

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DocMagic Adds Loan Industry Veteran Edward Komski to Help Drive Enterprise Software Sales

TORRANCE, Calif., June 30, 2015 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, is pleased to announce the hiring of Mr. Edward Komski who will assume the role of national sales manager. In this capacity, he will be responsible for introducing DocMagic’s entire suite of […]

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ReverseVision Adds Credit Report Integration to Reverse Mortgage LOS Platform

SAN DIEGO, Calif., June 24, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced it has added automated credit reporting capabilities to RV Exchange (RVX), ReverseVision’s flagship reverse loan origination system (RLOS) platform. Through this integration, reverse mortgage lenders are able to automatically import a borrower’s credit information directly into RVX’s Financial Assessment (FA) module.

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DocMagic Officially Kicks Off Client Testing of its SmartCLOSE Collaborative Closing Portal for TRID Compliance

TORRANCE, Calif., June 24, 2015 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced today that a group of clients have begun to test the features and functionality available within its new Collaborative Closing Portal, SmartCLOSE(TM).

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DocMagic Will Be Fully TRID Compliant by Aug. 1, Regardless of When the New Rule Actually Takes Effect

TORRANCE, Calif., June 19, 2015 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that the CFPB’s proposed delay will have no bearing on its plans to be ready to meet the CFPB’s originally planned Aug. 1 due date to implement the TILA-RESPA Integrated Disclosure […]

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Sheryl McLamb joins EPIC’s Private Client Group in Sacramento

SAN FRANCISCO, Calif., June 11, 2015 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage and consultant, announces that Sheryl McLamb has joined as an Account Manager in EPIC’s Private Client Group. McLamb will be based in Sacramento as EPIC expands its private client services.

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Mid America Mortgage Hires David Tracy as National Underwriting Manager

ADDISON, Texas, June 2, 2015 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) owner and Chief Executive Officer Jeff Bode announced the lender has hired former Fannie Mae underwriting consultant David Tracy as National Underwriting Manager. A 20+-year residential and commercial mortgage veteran, Tracy will be responsible for revitalizing Mid America’s underwriting operations nationwide.

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ShortSave Adds Mortgage Servicer Dashboard Tools, Borrower Document Fulfillment/eSignatures

MONUMENT, Colo., June 2, 2015 (SEND2PRESS NEWSWIRE) — ShortSave, Inc., the provider of an award-winning borrower-facing mortgage default servicing system, announced it has made several upgrades to its platform to improve analytics and compliance tracking for servicers, as well as enhancements to the borrower experience.

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IDS Hits Four of Five TRID Development Milestones

SALT LAKE CITY, Utah, May 19, 2015 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it is on schedule and has achieved four of its five major development milestones for the TILA/RESPA Integrated Disclosures (TRID) implementation. The final development milestone for IDS is to update the Escrow and Imports sections […]

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Mortgage Bankers Association of Arkansas Installation of 2015-2016 Board of Directors

MEMPHIS, Tenn., May 18, 2015 (SEND2PRESS NEWSWIRE) — The Mortgage Bankers Association of Arkansas (MBAA) held its installation of new officers and board members during the 3rd Annual Tri-State MBA Conference. The Conference involved mortgage professionals from Arkansas, Mississippi Tennessee and was held May 4 – 6 at the Cook Convention Center.

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The Mortgage Collaborative Enters Partnership with Fannie Mae to Support Small, Mid-Sized Mortgage Originators

SAN DIEGO, Calif., May 18, 2015 (SEND2PRESS NEWSWIRE) — Today The Mortgage Collaborative (TMC), an independent lending cooperative serving small and mid-sized mortgage lenders and community-based lending institutions, and Fannie Mae agreed upon enhancements to the benefits offered to TMC members that were announced earlier in the year through a strategic partnership agreement.

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IDS, Pavaso Partner to Create End-to-End Digital Mortgage Closing Environment

SALT LAKE CITY, Utah and PLANO, Texas, May 18, 2015 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) and Pavaso, a provider of innovative real estate technology, announced the two firms have entered into a partnership. Through this alliance, the two firms will develop an integration between Pavaso’s Digital Close(TM) electronic […]

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OpenClose Releases Version 4.0 of its OC Optics Web-based Enterprise Analytics and Reporting Module

WEST PALM BEACH, Fla., May 14, 2015 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class, multi-channel end-to-end loan origination system (LOS) provider, announced that it has released version 4.0 of OC Optics(TM), a web-based analytics and reporting system that integrates tightly with its LenderAssist(TM) LOS platform. The enhancements provide clients with more control, added functionality, and robust […]

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Major eSigning Milestone Achieved: DocMagic Surpasses 100 Million eSignature Transactions for the Mortgage Industry

TORRANCE, Calif., May 11, 2015 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced today that its eSign platforms have now processed more than 100 million mortgage-related eSignature transactions.

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Healthcare Insights to Present Session on Costing Solutions at 2015 International MUSE Conference in Nashville

LIBERTYVILLE, Ill., May 8, 2015 (SEND2PRESS NEWSWIRE) — Healthcare Insights, LLC (HCI), a leader in providing financial management software and services to hospitals and health systems nationwide, will be presenting its solutions for reducing healthcare costs and improving patient care during the annual International MUSE Conference in Nashville later this month.

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DocMagic Releases New TRID Functionality to its Entire Client Base and All LOS Vendors

TORRANCE, Calif., May 7, 2015 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that it has completed all required TILA-RESPA Integrated Disclosure rule (TRID) software development and testing, and the new TRID enhancements have been officially released into DocMagic’s production environment.

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LeaseAccelerator Hires Enterprise SaaS Sales Expert Jay McGlynn to Scale Business

GREAT FALLS, Va., May 5, 2015 (SEND2PRESS NEWSWIRE) — LeaseAccelerator announced today that sales leader and go-to-market strategist Jay McGlynn has joined the company as Chief Revenue Officer. Jay brings more than 40 years of enterprise technology sales experience to a team delivering comprehensive Equipment Lease Management (ELM) solutions to Fortune 1000 companies.

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Emilio N. Francisco, PDC CEO, Sees Diversification of EB-5 Investor Pool as a Positive Evolution of the EB-5 Immigrant Investor Program

COSTA MESA, Calif., April 28, 2015 (SEND2PRESS NEWSWIRE) — In response to the surge in EB-5 applications from mainland China, the U.S. State Department has announced a cutoff date for immigrant investors from mainland China applying for permanent residency in the U.S. through the EB-5 visa program, according to PDC Capital Group.

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