SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, proudly introduces a game-changing advancement: a Best Ex for Released and Retained all in one platform! Originally published on CaliforniaNewswire.com — MCT Launches Complete Best Execution with Fully Integrated Retain vs. Release MSR Decisioning
Tag Archives | CA Finance
Secured Signing for Bullhorn now uses AI to automatically send documents for digital signatures
MOUNTAIN VIEW, Calif. /California Newswire/ — Secured Signing, a pioneer in digital signatures and remote online notarization solutions, is thrilled to announce the release of a revolutionary new feature designed exclusively for Bullhorn users. Secured Signing integrates with Bullhorn and provides a one stop Digital Signature solution that delivers a full range of form completion […]
MCT Reports A 15% Lock Volume Increase Heading Into 2024 Home Buying Season
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, announced today an increase of 15.36% in mortgage lock volume compared to the previous month. To gain comprehensive insights into the market dynamics, industry professionals and enthusiasts are invited to download the complete report. […]
Informative Research Announces Manual VOI Integration with Veri-Tax
GARDEN GROVE, Calif. /California Newswire/ — Informative Research, a leading technology platform that delivers data-driven solutions to the lending community, announced the integration of Veri-Tax, the market leader in delivering the industry’s fastest verifications, into its proprietary Verification Platform. The integration merges Informative Research’s platform with Veri-Tax’s verification services so lenders can access advanced validation […]
Tax Relief CPA James M. Cha Alerts Delinquent Taxpayers as IRS Intensifies 2024 Collection Efforts
LOS ANGELES, Calif. /California Newswire/ — James Cha, a CPA and a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, alerts that the IRS is ramping up collections and tax audits in 2024, and urges taxpayers to act with tax relief strategies. If you haven’t received IRS notices recently about unfiled returns or unpaid […]
MCT Reports a 20.9% Increase In Mortgage Lock Volume Amidst Rising Rates for March 2024
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, has reported a 20.9% increase in mortgage lock volume in February compared to the previous month. To gain comprehensive insights into the market dynamics, industry professionals and enthusiasts are invited to download the complete […]
Informative Research Announces Mortgage Lenders Using Fannie Mae Desktop Underwriter Can Now Validate Income & Employment with AccountChek
GARDEN GROVE, Calif. /California Newswire/ — GARDEN GROVE, Calif., March 7, 2024 (SEND2PRESS NEWSWIRE) — Informative Research, a leading technology platform that delivers data-driven solutions to the lending community, announced that lenders using Fannie Mae’s Desktop Underwriter® (DU®) can now leverage a 12-month asset verification report to validate income and employment in addition to assets […]
Mortgage Capital Markets Tech Leader MCT Releases Custom TBA Indications to Provide Price Discovery for Illiquid Coupons
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, today announced the release of pricing indications for the to-be-announced mortgage-backed securities (TBAs) used by mortgage lenders to hedge their open mortgage pipelines. TBA indications improve transparency in illiquid market segments and act as […]
IRS Solutions Software Announces Release of IRS Advance Notice: Tracks and Alerts Users to IRS Transcript Changes
VALENCIA, Calif. /California Newswire/ — IRS Solutions® announces the addition of IRS Advance Notice™ (IAN) to the industry’s favorite tax resolution platform. The new feature detects and alerts tax professionals to changes on client IRS transcripts, often months in advance of official notification by mail. CPAs, Enrolled Agents, Attorneys and other tax specialists can work […]
Monthly Mortgage Volume Increases 13.96% In Latest Feb. 2024 MCT Indices Report
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, announced today an increase of 13.96% in mortgage lock volume compared to the previous month. To gain comprehensive insights into the market dynamics, industry professionals and enthusiasts are invited to download the complete report. […]
Quadro Acquisition One Corp. to Merge with Group of Greg Lindberg’s Companies in 2024
LOS ANGELES, Calif. /California Newswire/ — Quadro Acquisition One Corp., a NASDAQ-listed Special Purpose Acquisition Company (“Quadro SPAC”) has agreed to acquire a group of seven companies in the sports collectibles, software, cloud-based IT and healthcare services segments with an estimated pro-forma enterprise value of $3 billion (referred to as the “Global Growth Companies”). These […]
MCT FINANCE NEWS: Seasonal Lows Contribute to 13.71% Drop In Mortgage Volume
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, revealed today a 13.71% decline in mortgage lock volume compared to the previous month. To gain comprehensive insights into the market dynamics, industry professionals and enthusiasts are invited to download the complete report. Originally […]
The Mortgage Collaborative (TMC) closes out 2023 with record-breaking ’12 Days of TMC’ in time for holiday congratulations
SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, has wrapped up its fourth annual 12 Days of TMC, a virtual conference running from November 30 to December 15, 2023. The online event, spread over three weeks, featured several keynote speakers. Originally published on […]
Monthly Mortgage Volume Decreases 10.7% In Latest MCT Indices Report for 2023/November
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, today announced a 10.7% decrease in mortgage lock volume in November compared to the previous month. This revelation comes as part of MCT’s monthly Lock Volume Indices report, offering valuable insights into the dynamic […]
NotaryCam Authorized to Provide Remote Online Notarization Services in 2024 for California Transactions
NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam®, a Stewart-owned company and leading remote online notarization (RON) provider for real estate and legal transactions, announced today it will support remote online notarial acts in California beginning in 2024 following the passage of CA Senate Bill 696, which was signed into law by California Governor Gavin Newsom […]
NotaryCam approved to provide RON and eNotary for Illinois notaries
NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam®, a Stewart-owned company and a pioneer in providing remote online notarization and identity verification/authentication technology for real estate and legal transactions, announced today the Illinois Department of Secretary of State has approved the company to provide both eNotary and remote online notarization (RON) services to notaries public registered […]
Mortgage Volume Continues Downward Trend in Q4/2023 in Latest MCT November Indices Report
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a drop of 17.76% in mortgage lock volume over the prior month. Loan originations for October continued to dip as mortgage rates hovered around 8% and lack of housing supply continues to […]
Nandita Bakhshi to Join Teresa Bryce Bazemore in Conversation at Financial Women of San Francisco 2023 Annual
SAN FRANCISCO, Calif. /California Newswire/ — Financial Women of San Francisco (FWSF) today announced that Nandita Bakhshi, Special Advisor and Board Member at BMO Financial Group and Former CEO of Bank of the West, will be the guest moderator as FWSF honors Teresa Bryce Bazemore, President and CEO of the Federal Home Loan Bank of […]
The Mortgage Collaborative Announces its Selected 2024 Board of Directors and Advisory Council
SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, today announced its 2024 Board of Directors and Advisory Council. Originally published on CaliforniaNewswire.com — The Mortgage Collaborative Announces its Selected 2024 Board of Directors and Advisory Council
TMC Emerging Technology Fund LP Invests in Halcyon to Better Serve Mortgage Industry
SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the “Fund”) has made its latest investment in Halcyon. Halcyon’s suite of services provides financial institutions with a 360-degree financial relationship with its customers by affordably […]
High Mortgage Rates & Low Supply Drag Down Mortgage Volume in MCT Oct. 2023 Indices Report
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a significant dip of 13.29% in mortgage lock volume over the prior month. Originally published on CaliforniaNewswire.com — High Mortgage Rates & Low Supply Drag Down Mortgage Volume in MCT Oct. 2023 […]
MCT (Mortgage Capital Trading) Named Best Place To Work 2023 By SDBJ
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, announced that it has been named one of the Best Places to Work 2023 by the San Diego Business Journal (SDBJ) in the medium-sized company category (50 – 249 U.S. employees). Originally published on […]
Inspirational entrepreneur Tim Gaspar, an insurance industry pioneer releases ‘The Biggest Leap’
LOS ANGELES, Calif. /California Newswire/ — Inspirational entrepreneur Tim Gaspar has re-launched his debut book “The Biggest Leap: Building a Profitable Insurance Agency from the Ground Up” (ASIN: B0C3JGZZQR). Originally published on CaliforniaNewswire.com — Inspirational entrepreneur Tim Gaspar, an insurance industry pioneer releases ‘The Biggest Leap’
Mortgage Lock Volume Dips Slightly in Response to Rising Rates in Sept. 2023 MCT Indices Report
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a slight 4.76% decline in mortgage lock volume over the prior month. The slight dip in mortgage lock volume is likely attributed to an increase in mortgage rates through the last month. […]
Celebrating Growth & Expertise: Matthew Weber Promoted to Principal at KROST CPAs
LOS ANGELES, Calif. /California Newswire/ — KROST, a leading CPA and consulting firm, is thrilled to announce the promotion of Matthew Weber to the esteemed position of Principal. Matthew’s dedication, experience, and exceptional contributions have led to this well-deserved advancement within the organization. Originally published on CaliforniaNewswire.com — Celebrating Growth & Expertise: Matthew Weber Promoted […]
MCT, the leader in innovative mortgage capital markets tech, appoints Steve Pawlowski as Head of Technology Solutions
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), the de facto leader in innovative mortgage capital markets technology, today announced the appointment of Steve Pawlowski as Managing Director, Head of Technology Solutions. Mr. Pawlowski will be responsible for expanding upon MCT’s proven record of driving efficiency and liquidity in the secondary market. […]
July’s Mortgage Lock Volume Flat Amongst Rising Rates in MCT’s Latest Indices Report for Aug. 2023
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a relatively flat .44% increase in mortgage lock volume over the prior month. Visit MCT’s site to download the full report. Originally published on CaliforniaNewswire.com — July’s Mortgage Lock Volume Flat Amongst […]
Monthly Lock Volume Increases 31% in Latest June MCT Indices Report for Mortgage Industry
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, reported today a 31% increase in lock volume in June. Visit MCT’s website to download the full report. The increase in June’s lock volume activity, which is based on actual locked loans, comes after […]
Nomis Solutions hires client success veteran Amy Chase as SVP of Services
SAN FRANCISCO, Calif. /California Newswire/ — Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announced that client success veteran Amy Chase has been tapped as Senior Vice President of Services. Chase will be responsible for leading implementations of Nomis Solutions and delivering ongoing services to existing clients. Originally published on CaliforniaNewswire.com […]
MCTlive! Lock Volume Indices: May 2023 Data from Mortgage Capital Trading, Inc.
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for May 2023. MCT Data represents a balanced cross section of several hundred […]
The Mortgage Collaborative Names Melissa Langdale as new President
SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, announced today that it has named active board member Melissa Langdale president. A member of TMC’s board since 2021, Langdale’s two-decade career spans the mortgage, real estate and construction industries, including executive roles in sales, […]
NotaryCam welcomes Suzanne Singer as Director of Sales and Marketing
NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam®, a Stewart-owned company and a pioneering provider of remote online notarization and identity verification/authentication technology for real estate and legal transactions, today announced that Suzanne Singer has been appointed director of sales and marketing. Originally published on CaliforniaNewswire.com — NotaryCam welcomes Suzanne Singer as Director of Sales and […]
MCTlive! Lock Volume Indices: April 2023 data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for April 2023. MCT Data represents a balanced cross section of several hundred […]
Teresa Bryce Bazemore, of FHLBank San Francisco, Named FWSF Financial Woman of the Year 2023
SAN FRANCISCO, Calif. /California Newswire/ — Financial Women of San Francisco (FWSF) today named Teresa Bryce Bazemore as the FWSF 2023 Financial Woman of the Year. Ms. Bazemore is the President and CEO of the Federal Home Loan Bank of San Francisco, whose mission is to provide its members with reliable access to low-cost liquidity, […]
CEO Aldy Damian of Accredas Investments announces sale of its latest commercial transaction, Walgreens – Denver, CO MSA
ROLLING HILLS ESTATES, Calif. /California Newswire/ — Aldy Damian, CEO of Accredas Investments, announces sale and close of its latest marketed commercial property. The sale of Walgreens in Denver, CO MSA adds to the previous twelve month running gross sales proceeds totaling $71 Million dollars for the last fiscal year attributed to Accredas Investments. Originally […]
Fintech Leader MCT’s AOT Automation Improves Mortgage Lender Profitability and Investor Efficiency
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has automated the process of digital TBA trade assignment during the loan sale process for both mortgage lenders and participating correspondent investors. This automation makes assignment of trade loan sales (AOTs) […]
MCTlive! Lock Volume Indices: March 2023 Data — a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for March 2023. MCT Data represents a balanced cross section of several hundred […]
Nomis Solutions Featured in Tech Demo Super Session at Consumer Bankers Association Live Conference – CBA LIVE 2023
SAN FRANCISCO, Calif. /California Newswire/ — Nomis Solutions (Nomis), the leading provider of end-to-end pricing lifecycle management technology, announces its sponsorship of the Consumer Bankers Association (CBA) annual conference, ‘LIVE.’ In addition to the sponsorship, Nomis will be one of 10 companies featured in CBA Live’s Tech Demo Super Session. The session explores innovations from […]
BSI Financial Joins MCT Co-Issue Marketplace BAMCO
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that BSI Financial Services (BSI) has become the latest investor to join BAMCO, MCT’s new marketplace for co-issue loan sales. BAMCO brings co-issue transactions directly into MCT’s whole loan trading platform and improves […]
San Francisco-based Mytc.ai Launches AI-Powered Transaction Coordination Service for Real Estate Agents
SAN FRANCISCO, Calif. /California Newswire/ — Mytc.ai™ has officially launched its revolutionary subscription-based transaction coordination service for real estate agents in California. By blending expert licensed transaction coordinators with cutting-edge artificial intelligence (AI) technology, Mytc.ai offers a cost-effective solution that saves agents up to 60% on transaction coordination costs. Originally published on CaliforniaNewswire.com — San […]
MCTlive! Lock Volume Indices: February 2023 data from a balanced cross section of several hundred lenders
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for February 2023. MCT Data represents a balanced cross section of several hundred […]
Stephanie Summers of Kramer Wealth Managers Speaks at Advisor Group’s 16th Annual W Forum Event
SAN DIEGO, Calif. /California Newswire/ — Stephanie Summers, a Frederick, MD-based financial advisor with Kramer Wealth Managers, affiliated with FSC Securities Corporation, was featured as a keynote speaker at Advisor Group’s annual W Forum conference, held in San Diego, Calif. February 6-8, 2023. Originally published on CaliforniaNewswire.com — Stephanie Summers of Kramer Wealth Managers Speaks […]
MCTlive! Lock Volume Indices: January 2023 Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for January 2023. MCT Data represents a balanced cross section of several hundred […]
Sequoia Real Estate in San Francisco Adds Regional Sales Manager to Grow Business and Maintain Unique Culture
SAN FRANCISCO, Calif. /California Newswire/ — Statewide growth and local expertise – while that may sound like a bit of an oxymoron – it’s actually what Sequoia Real Estate has in mind for its future. And Jim Enes, a Bay Area native, is the right person to propel its growth. He’s been hired as the […]
We Inspect LLC in San Diego Acquires Certified Mold Inspections and The Mold Guy
SAN DIEGO, Calif. /California Newswire/ — We Inspect, LLC, a global mold inspection, consulting and health technology company, recently acquired Certified Mold Inspections and The Mold Guy. Its acquisitional goal is to unify these individually-owned family businesses under one name and to better serve the community as a whole. Originally published on CaliforniaNewswire.com — We […]
KROST CPAs in Los Angeles Welcomes Grant Miller as Principal of Tax
LOS ANGELES, Calif. /California Newswire/ — Los Angeles-based CPA firm, KROST CPAs & Consultants, welcomes Grant K. Miller, CPA, EA, as Principal of Tax. To begin his new role as Tax Principal, Grant will be based in our Woodland Hills office and he will provide direction and leadership to further the success of our tax […]
Fintech Innovation Firm, MCT, is First to Integrate with Freddie Mac’s Income Limits API
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, is pleased to announce it is the first secondary marketing platform to integrate with Freddie Mac’s Income Limits application programming interface (API) created for the first-time home buyer area median income (AMI) limits. Income […]
Sage Investment Club, a California African American Women Partnership, Celebrates 25 Years of Stock Market Education
LOS ANGELES, Calif. /California Newswire/ — Sage Investment Club, an investment firm managed by an all-female, African American leadership team, today celebrates 25 years since the launch of its investment platform. Founded by Sonya Weaver-Johnson, the group offers investment education and co-investment opportunities. Originally published on CaliforniaNewswire.com — Sage Investment Club, a California African American […]
TMC Emerging Technology Fund LP Invests in TRAiNED Inc., in a $1 million Simple Agreement for Future Equity
SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the “Fund”) recently participated in a $1 million Simple Agreement for Future Equity (SAFE) funding round for TRAiNED, Inc. Originally published on CaliforniaNewswire.com — TMC Emerging […]
MCTlive! Lock Volume Indices Data for December 2022 Released by Mortgage Capital Trading, Inc.
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for December 2022. MCT Data represents a balanced cross section of several hundred […]
Shelli Holland, Chief People Officer, joins Sales Boomerang and Mortgage Coach
IRVINE, Calif. /California Newswire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the appointment of Shelli Holland to the role of Chief People Officer. Originally published on CaliforniaNewswire.com — Shelli Holland, Chief […]
Mortgage Coach and Sales Boomerang add Casey Martin to the exec team as chief revenue officer
IRVINE, Calif. /California Newswire/ — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced the appointment of Casey Martin as chief revenue officer. Originally published on CaliforniaNewswire.com — Mortgage Coach and Sales Boomerang add […]
MCTlive! Lock Volume Indices: November 2022 Data for Housing Markets
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for November 2022. MCT Data represents a balanced cross section of several hundred […]
MCT Launches BAMCO, a Co-issue Loan Sale Marketplace for Finance Industry
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced the release of BAMCO, a new marketplace for co-issue loan sales. Co-issue loan sales, also known as flow-based mortgage servicing rights (MSR) sales, are a three-way transaction involving the sale of loans to […]
MCT Expands Investor Services Team, Appoints Jennifer Kennelly as Senior Director
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales, and centralized lock desk services, announced today that Jennifer Kennelly has been appointed as the new Senior Director of MCT’s quickly expanding Investor Services team. Originally published on CaliforniaNewswire.com […]
Mortgage Capital Trading’s MCTlive! Lock Volume Indices: October 2022 Data
SAN DIEGO, Calif. /California Newswire/ — MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for October 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, […]
EPIC Expands Again with Acquisition of SLCO LLC, headquartered in Lafayette, California
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants announced it has acquired SLCO LLC, headquartered in Lafayette, California. The acquisition expands EPIC’s growing presence in Northern California and adds to its client offerings both regionally and nationally. Originally published on CaliforniaNewswire.com — EPIC Expands Again with Acquisition of SLCO LLC, headquartered in […]
Anita Huang Joins EPIC’s Life and Executive Benefits Practice as a Senior Vice President
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Anita Huang has joined the firm as a Senior Vice President within its Life and Executive Benefits practice managed by Vanbridge, an EPIC company. Originally published on CaliforniaNewswire.com — Anita […]
Trust Administration 101: Absolute Trust Counsel to Hold Free Virtual Trust Administration Event for California CFPs and CPAs
WALNUT CREEK, Calif. /California Newswire/ — Leading Bay Area estate planning firm Absolute Trust Counsel will host a free virtual event, The Absolute Trust Academy Trust Administration 101, on October 28, 2022, to equip CPAs and CFPs with a stronger knowledge of trust administration processes. The webinar is aimed at enhancing advisors’ client services and […]
KROST CPAs & Consultants Acts as Exclusive Financial Advisor for American Range in Sale to Hatco
LOS ANGELES, Calif. /California Newswire/ — American Range, a privately held manufacturer of commercial and residential cooking appliances, was sold to Hatco, an employee-owned manufacturer of warming, cooking, sanitizing, and cooling equipment. KROST CPAs & Consultants acted as the exclusive financial advisor to American Range in its transaction to Hatco Corporation. Originally published on CaliforniaNewswire.com […]
MCT Announces Monthly MCTlive! Lock Volume Indices: September 2022 Data
SAN DIEGO, Calif. /California Newswire/ — MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for September 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, […]
INSIDE Public Accounting Names KROST Best of the Best Firm and 2022 Top 100 Firm
PASADENA, Calif. /California Newswire/ — KROST CPAs & Consultants was recognized as the Best of the Best Firm and Top 100 Firm by INSIDE Public Accounting in 2022. Based on revenue, KROST was ranked 75th among the largest firms in the country, out of nearly 600 firms. With a net revenue of greater than $65 […]
MCT releases MCTlive! Lock Volume Indices for August 2022
SAN DIEGO, Calif. /California Newswire/ — MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for August 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, […]
TMC Emerging Technology Fund LP invests in Willow Servicing, participates in a $6 million seed round
SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the “Fund”) recently participated in a $6 million seed round for Willow Servicing. The round was led by Thomvest Ventures, with participation from Global Asset Capital, […]
Matthew Weber and Jonathan Louie Appointed to LA-based KROST Principal in Development Program
Matthew Weber and Jonathan Louie Appointed to KROST’s Principal in Development ProgramLOS ANGELES, Calif. /California Newswire/ — Los Angeles-based CPA firm, KROST CPAs & Consultants, appoints Matthew Weber, CPA, MAcc, and Jonathan Louie, CPA, MST, to join KROST’s Principal in Development (PID) program. Originally published on CaliforniaNewswire.com — Matthew Weber and Jonathan Louie Appointed to […]
MCTlive! Platform Becomes First to Integrate with Freddie Mac Cash Settlement Purchase Statement API
SAN DIEGO, Calif. /California Newswire/ — MCT’s award-winning capital markets platform, MCTlive!, is the first to integrate with Freddie Mac’s Cash Settlement Purchase Statement API. This API connection allows MCT Mark-to-Market and Hedge Accounting Reports to be updated with Freddie Mac purchase data directly, instead of waiting to run reports through a Loan Origination System […]
DaVinci Capital Partners Craft Customized Financial Solutions Throughout Ventura County
WESTLAKE VILLAGE, Calif. /California Newswire/ — DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County. Originally published on CaliforniaNewswire.com — DaVinci Capital Partners Craft Customized […]
Natalie Arshakian named a 2022 Mortgage Star by Mortgage Women Magazine
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that National Mortgage Professional’s Mortgage Women Magazine selected Natalie Arshakian, Senior Director and Head of Lock Desk Operations at MCT, to its annual 2022 Mortgage Star Awards. Originally published on CaliforniaNewswire.com — Natalie […]
MPA Magazine Names MCT’s Natalie Arshakian to List of Elite Women For 2022
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that Natalie Arshakian has been selected to Mortgage Professional America (MPA) magazine’s list of Elite Women in Mortgage for 2022. The annual awards, now in their sixth year, celebrate 67 successful women who […]
MCT Releases MCTlive! Lock Volume Indices for July 2022, Covering Mortgage Lender Activity
SAN DIEGO, Calif. /California Newswire/ — MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for July 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, […]
KROST CPAs in Los Angeles Announce Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax
LOS ANGELES, Calif. /California Newswire/ — Los Angeles-based CPA Firm, KROST CPAs and Consultants announced Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax. Knadjian has successfully completed over 200 M&A and Capital Markets transactions worth over $1 billion. Originally published on CaliforniaNewswire.com — KROST CPAs in Los […]
National Mortgage Professional (NMP) Selects DocMagic Chief eServices Executive Brian D. Pannell for 2022 Most Connected Mortgage Professionals Award
TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Brian D. Pannell, the company’s chief eServices executive, has been recognized by National Mortgage Professional (NMP) magazine as one of the most connected mortgage professionals within the industry for 2022. Originally published […]
Mortgage eClosing solutions innovator, NotaryCam, announces eClose360® product updates
NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced today that it has made updates to its eClose360 platform to expand its capabilities and deliver a better user experience for both notaries and document signers. Originally published on CaliforniaNewswire.com — Mortgage eClosing solutions […]
MCTlive! Lock Volume Indices: June 2022 Data – represents a balanced cross section of lenders among retail, correspondent, wholesale, and consumer direct channels
SAN DIEGO, Calif. /California Newswire/ — MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for June 2022. Originally published on CaliforniaNewswire.com — MCTlive! Lock Volume Indices: June 2022 Data – represents […]
Lender Price Launches Marketplace 2.0: Enhanced Pricing Capabilities and Deal Intelligence
PASADENA, Calif. /California Newswire/ — Lender Price, a leading provider of product, pricing and eligibility technology, announced today they have released Marketplace 2.0, a major enhancement to their Broker Marketplace platform, one of the largest communities of wholesale brokers in the mortgage industry. Originally published on CaliforniaNewswire.com — Lender Price Launches Marketplace 2.0: Enhanced Pricing […]
DocMagic’s eClosing team member Leah Sommerville Recognized with 2022 Trailblazer Award
TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, a senior account executive on its eClosing team, has been honored by PROGRESS in Lending as a 2022 Sales & Marketing Trailblazer. The award recognizes sales, marketing and public relations […]
TMC Emerging Technology Fund LP Invests in leadPops, a digital customer acquisition software and marketing innovation platform
SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative (TMC), the nation’s largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the “Fund”) recently participated in a follow-on round to a recent $3.5M Series A completed by leadPops, a digital customer acquisition software and marketing innovation platform. […]
New MSR Technology from MCT Empowers MSR Buyers with Live Loan-Level Pricing
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, has announced today a new technology for mortgage servicing rights (MSR) buyers to produce more granular pricing for mortgage servicing. The feature leverages an application programming interface (API) to connect MSRlive!, MCT’s state-of-the-art MSR valuation […]
John J. Patterson Joins Vanbridge an EPIC Company’s Financial Services Division
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, its Financial Services division. Originally published on CaliforniaNewswire.com — John J. Patterson Joins Vanbridge an […]
Mortgage Markets CUSO selects Mortgage Coach to increase mortgage lending engagement at credit unions
IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Mortgage Markets CUSO, LLC has implemented Mortgage Coach to grow mortgage lending engagement at the credit unions it serves. Originally published on CaliforniaNewswire.com — Mortgage […]
MCT, the leader in capital markets software, announces MCTlive! Lock Volume Indices May 2022 Data
SAN DIEGO, Calif. /California Newswire/ — MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for May 2022. Originally published on CaliforniaNewswire.com — MCT, the leader in capital markets software, announces MCTlive! […]
EPIC Insurance Brokers Adds to Life and Executive Benefits Platform, Acquires Dixon Wells, Inc.
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants (EPIC) announced today that it has acquired Dixon Wells, Inc. (Dixon Wells) in a strategic move to expand EPIC’s geographic footprint in the life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella. Originally published on CaliforniaNewswire.com […]
EPIC Insurance Marketing and Design Team has been recognized for multiple Communicator Awards for its work in 2021
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that its marketing and design team has been recognized for multiple Communicator Awards for its work in 2021. The Communicator Awards are an international awards program recognizing big ideas in marketing […]
AI Radiology & Emerging MedTech Venture Capital Investment Group Now Open to Outside Participation
LOS ANGELES, Calif. /California Newswire/ — Seventeen-year-old ProNova Partners has been contracted to facilitate the expansion of an Artificial Intelligence Radiology Imaging and emerging Medical Technology Venture Capital Investment Group. Originally published on CaliforniaNewswire.com — AI Radiology & Emerging MedTech Venture Capital Investment Group Now Open to Outside Participation
Black Knight Inc.’s Empower Loan Origination Platform Now Integrated with DocMagic
TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of loan document generation, compliance support and comprehensive eMortgage services, announced an integration with Empower, Black Knight’s loan origination system (LOS), to help automate the DocMagic document generation process for lenders and provide access to additional DocMagic services. Originally published on CaliforniaNewswire.com — Black Knight […]
Mortgage Coach names Suzanne Duniphin to VP, Customer Experience and David Bowser to VP, Customer Engagement
IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the advancement of two of its department directors to vice president-level positions. Suzanne Duniphin was promoted from director of eLearning to VP, customer experience, and David Bowser […]
KROST CPAs in Pasadena Named to 2022 Top 100 Firms List by Accounting Today
PASADENA, Calif. /California Newswire/ — KROST was recognized as a Top 100 Firm by Accounting Today. The firm ranked 76th with a 18.08% change in revenue from last year. KROST has now been ranked in this prestigious list two years in a row. With new services on the horizon, KROST continues to develop ways to […]
New MCTlive! Mortgage Lock Volume Indices to help all industry participants better understand key trends in the mortgage industry
SAN DIEGO, Calif. /California Newswire/ — MCT®, the leading pipeline hedge advisory in the residential mortgage industry, is pleased to announce the introduction of new MCTlive! Mortgage Lock Volume Indices to help all industry participants better understand key trends in the mortgage industry. Originally published on CaliforniaNewswire.com — New MCTlive! Mortgage Lock Volume Indices to […]
Centier Bank Leverages DocMagic eVault Fintech to Accept and Manage eNotes
TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of compliant loan document generation, automated regulatory compliance and comprehensive eMortgage services, announced that Indiana-based Centier Bank is now equipped to receive eNotes from their warehouse clients through DocMagic’s eVault solution. The move positions Centier to secure more business as mortgage bankers increasingly adopt eClosing […]
EPIC Welcomes Paul Lopez to its Entertainment & Sports Practice in California
IRVINE, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Paul Lopez has joined its Entertainment & Sports practice as a principal. He joins as part of the Los Angeles team and will be based in Irvine, California. Originally published on […]
Frontera Group, Inc. Acquires Portion of Intellimedia Network, Inc.’s Immersive Technology IP
LOS ANGELES, Calif. /California Newswire/ — Intellimedia Networks, Inc., a Los Angeles based immersive solutions technology company, today announced that certain of its IP has been acquired by Frontera Group, Inc. (OTC Pink: FRTG) (“Frontera” or “the Company”), a Dallas, Texas based technology-focused strategic acquirer of revenue-generating companies and intellectual property (IP), as part of […]
Legacy Launch Pad Announces Book, ‘The Millionairess Mentality’ About Wealth Creation For Women
LOS ANGELES, Calif. /California Newswire/ — Legacy Launch Pad Publishing is releasing “The Millionairess Mentality: A Professional Woman’s Guide to Building Wealth Through Real Estate” (ISBN: 978-1956955286), a real estate investment book for women written by Tamar Hermes. Originally published on CaliforniaNewswire.com — Legacy Launch Pad Announces Book, ‘The Millionairess Mentality’ About Wealth Creation For […]
Logix Federal Credit Union selects Mortgage Coach to enhance its mortgage advisory service
IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Logix Federal Credit Union (Logix) has rolled out Mortgage Coach to enhance the mortgage advisory service it provides to members. Originally published on CaliforniaNewswire.com — […]
HW Tech100 Mortgage 2022 Award Honors MCT As Leader In Innovation
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, was announced as a 2022 HousingWire Tech100 Mortgage Winner. The Tech100 Mortgage Award spotlights innovators that are making the housing sector better and more sustainable by increasing efficiency, improving borrower experience and bringing elasticity to […]
EPIC Welcomes Shelley Yim to grow risk management and California Winery Practice
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC’s leadership to focus on continuing to grow the firm’s footprint with large complex Risk Management clients along with helping lead EPIC’s burgeoning Winery Practice. Originally published on CaliforniaNewswire.com — EPIC Welcomes Shelley Yim […]
Apocalyptic Apes Swings into Action to Bring Web 2.0 to Web 3.0 One NFT at a Time
LOS ANGELES, Calif. /California Newswire/ — The non-fungible token (NFT) market is changing the way some big companies and major products get exposure. And, Apocalyptic Apes is a unique collection of 8,800 post-apocalypse themed chimp NFTs on the Ethereum platform. They’re available on the company’s website, and OpenSea, the world’s first and largest NFT marketplace. […]
NotaryCam reaches 1 million remote online notarization transactions milestone
NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam®, a Stewart-owned company and a pioneering provider of remote online notarization and identity verification/authentication technology for real estate and legal transactions, today announced it has performed more than 1 million successful remote online notarization (RON) transactions. Since 2012, NotaryCam has facilitated transactions for Fortune 500 companies, banks, mortgage […]
KROST CPAs Recognized by Los Angeles Business Journal as among Top Accounting Firms in L.A. for 2022
PASADENA, Calif. /California Newswire/ — KROST was recognized as one of Los Angeles Business Journals’ Top 100 Accounting Firms in Los Angeles County, with 78% growth in revenue between 2020 and 2019, the firm is ranked 22nd on the list. KROST received this recognition during the Los Angeles Business Journal’s Disruptor Awards virtual event. Originally […]
EPIC Expands into financial planning and insurance services to medical and dental professionals with acquisition of Treloar & Heisel
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants announced today that it has acquired Treloar & Heisel located in New Castle, Pennsylvania. The strategic decision expands the offerings of financial planning and insurance services to medical and dental professionals. Originally published on CaliforniaNewswire.com — EPIC Expands into financial planning and insurance services […]
Mortgage Coach and ReverseVision to help consumers compare ‘forward’ and reverse mortgage financing options
IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an integration with ReverseVision, a subsidiary of Constellation Mortgage Solutions, Inc., the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales […]