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Author Archive | Send2Press

Mark Gustafson Joins Bank of Southern California

PALM DESERT, Calif., Oct. 16, 2014 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTCMKTS:FBBN) today announced that seasoned community banker, Mark Gustafson has been appointed to lead the bank’s Coachella Valley region. Mr. Gustafson most recently served as Market President for First California Bank which was sold and merged into Pacific Western Bank. He […]

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Global DMS Rolls Out ATOM, an Enhanced Mobile Application for Appraisers

LANSDALE, Pa., Oct. 14, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of Web-based compliant valuation management software, announced that it launched Appraisal Tracking On Mobile (ATOM), an application that arms appraisers with robust functionality, instant access to information, and communication capabilities that facilitates greater productivity in the field.

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OpenClose Reports Banner Year, Adds Staff to Handle Increasing Demand for its End-to-End LOS Platform and Correspondent and Wholesale Solutions

WEST PALM BEACH, Fla., Oct. 14, 2014 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class end-to-end loan origination system (LOS) provider, announced that it is adding technical staff to effectively manage a growing demand for its browser-based LOS platform, LenderAssist(TM), and accompanying solutions. Amid a down market, OpenClose is having its best revenue growth year in company […]

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EPIC Co-founder Dan Francis to Leave Firm

SAN FRANCISCO, Calif., Oct. 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Co-founder and Executive Chairman Dan Francis has elected to leave the firm effective November 1, 2014.

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EPIC adds Bill Cosgrove as Financial Institutions Practice Leader

SAN FRANCISCO, Calif., Oct. 13, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that William P. (Bill) Cosgrove has joined the firm as managing principal and Financial Institutions Practice leader. Cosgrove brings 28 years of insurance industry underwriting, production, marketing, client service, […]

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EPIC Names Insurance Veteran Peter Garvey as COO

SAN FRANCISCO, Calif., Oct. 9, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, today announced the appointment of insurance industry veteran Peter Garvey as Chief Operating Officer (COO), a newly created position reporting to CEO John Hahn. Bringing EPIC nearly 35 years of insurance […]

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ARMCO Integrates Mortgage Quality Control Software with Verification Services from Kroll Factual Data

POMPANO BEACH, Fla., Oct. 7, 2014 (SEND2PRESS NEWSWIRE) — ARMCO – ACES Risk Management, a leading provider of web-based audit technology for the financial services industry, has announced the seamless integration of its loan auditing platform with independent data verification services from Kroll Factual Data, a leading provider of credit, risk mitigation and third-party verification […]

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Global DMS and Collateral Analytics Named Joint Finalists for Mortgage Technology Magazine’s Synergy Award

LANSDALE, Pa. and HONOLULU, Hawaii, Sept. 30, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of Web-based compliant valuation management software, and Collateral Analytics, a leading provider of real estate analytics and valuation products, announced that the two companies have been named finalists for Mortgage Technology magazine’s annual Synergy Award.

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eValuation ZONE Introduces eVal Hybrid 1.0

CHICAGO, Ill., Sept. 23, 2014 (SEND2PRESS NEWSWIRE) — National valuation services provider, eValuation ZONE, Inc., announced today the launch of their new USPAP compliant product eVal 1.0, a hybrid valuation report utilized for a variety of programs such as HELOCs, REOs, as well as purchases and refinances for non-agency and portfolio programs.

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EPIC adds Multinational Placement Specialist Annette Shepherd in its Southeast Region

DULUTH, Ga., Sept. 22, 2014 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty insurance brokerage and employee benefits broker, announced today that it has added Annette Shepherd as a Multinational Placement Specialist and Account Executive on their risk management team in the Southeast. Shepherd brings over 30 years of insurance and risk management experience, including […]

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Karen Kutger Joins Wholesale Trading Co-Op in New Jersey

SAN FRANCISCO, Calif., Sept. 18, 2014 (SEND2PRESS NEWSWIRE) — Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that professional liability brokerage veteran Karen Kutger has joined the firm as Senior Vice President. Kutger joins WTCI from Howden Insurance Services, Inc. where she specialized in professional liability, management liability, cyber liability and related financial lines […]

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United Wholesale Mortgage Promotes Laura Lawson to Chief People Officer

TROY, Mich., Sept. 16, 2014 (SEND2PRESS NEWSWIRE) — United Wholesale Mortgage (UWM), one of the largest and fastest wholesale mortgage lenders in the nation, announced that Laura Lawson has been promoted to the newly created position of chief people officer (CPO). Previously, Lawson served as senior vice president of marketing where she was responsible for […]

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ARMCO Pioneers Mortgage Industry Quality Control Benchmarking Solution

POMPANO BEACH, Fla., Sept. 4, 2014 (SEND2PRESS NEWSWIRE) — ARMCO – ACES Risk Management, a leading provider of web-based audit technology for the financial services industry, has announced the launch of ACES Analytics(TM), a business intelligence tool that will, for the first time, allow mortgage professionals to benchmark quality control results against industry peers. The […]

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U.S. Department of Justice (DOJ) Awards iFOS $3 Million Contract

COLUMBIA, Md., Sept. 3, 2014 (SEND2PRESS NEWSWIRE) — iFOS today announced it has received award notification to provide Administrative, Budget and Program Support Services for anti-violence programs at the United States Department of Justice, Office on Violence Against Women (OVW). The contract is a firm fixed price contract with a five-year performance period.

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HECM Reverse Mortgages Have Less Risk for Lenders says ReverseVision Board Member, Industry Expert Jeffrey Taylor

SAN DIEGO, Calif., Sept. 2, 2014 (SEND2PRESS NEWSWIRE) — Mortgage lenders offering the HUD-insured Home Equity Conversion Mortgage (HECM) will find that originating reverse loans carries fewer risks than traditional mortgages. Recent HUD changes have made these loans even better suited to serve their intended purpose, according to reverse mortgage expert Jeffrey Taylor, a ReverseVision […]

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Inc. 5000 Ranks United Shore in top 25 percent of America’s Fastest Growing Private Companies

TROY, Mich., Aug. 26, 2014 (SEND2PRESS NEWSWIRE) — With three year sales growth of 480 percent, United Shore ranked No. 1071 on the Inc. 5000 list of fastest growing private companies. United Shore, parent company of top wholesale mortgage lender United Wholesale Mortgage, is revolutionizing lending from a commodity to a service based business.

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New Education Protector from EPIC Safeguards Student-Athletes’ Education

SAN FRANCISCO, Calif., Aug. 26, 2014 (SEND2PRESS NEWSWIRE) — While the National Collegiate Athletic Association (NCAA) directors reexamine several policies amid controversy about how student athletes are treated, one of the nation’s fastest-growing insurance brokers has moved to protect high school athletes who have received a verbal offer for an athletic scholarship or grant from […]

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Titan Capital Solutions Jumbo Correspondent Mortgage Program Has Historic Lock Month in June 2014, Adds 7 Approved Sellers in Q2

DENVER, Colo., Aug. 25, 2014 (SEND2PRESS NEWSWIRE) — Titan Capital Solutions (TCS), a wholly-owned jumbo correspondent investment subsidiary of mortgage outsource services provider Titan Lenders Corp., has announced June 2014 was its largest lock month in both volume and dollar amount since its inception in October 2012.

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IDS Launches Mortgage Compliance Resource Center for Doc Prep Clients

SALT LAKE CITY, Utah, Aug. 25, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announced it has launched a comprehensive ‘Resources’ website within its flagship doc prep system idsDoc. The main feature of the site, a compliance-focused blog authored by IDS Compliance Officer Jonathan Johnson, was made available to clients […]

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EPIC adds retail team from JLT Towers Re

SAN FRANCISCO, Calif., Aug. 13, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationwide retail property, casualty and employee benefits insurance broker/consultant, announced today the addition of the retail risk management and property/casualty team of JLT Towers Re. This strategic build-out of a team serving large, complex risk management accounts is a product […]

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Reverse Mortgage Volumes Trend Up in Closed Loan Data, FHA Endorsements a Lagging Indicator, says ReverseVision’s Rob Katz

SAN DIEGO, Calif., Aug. 12, 2014 (SEND2PRESS NEWSWIRE) — Contrary to what has been reported for the past six months, reverse mortgage originations have been trending up according to ReverseVision, the leading provider of reverse mortgage lending solutions. ReverseVision’s RV Exchange (RVX) is the leading reverse loan origination system (RLOS) and lending system of record […]

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IDS Passes SOC 2 Audit of Mortgage Doc Prep Services with No Exceptions

SALT LAKE CITY, Utah, Aug. 6, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announced it has passed its first Service Organization Control (SOC) 2SM audit with no exceptions. According to the American Institute of CPAs (AICPA), the organization that created the audit, SOC 2’s purpose is to assess the […]

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Scott Law Firm Automates Name Permutation Searches for Military Personnel to Comply with SCRA, Quandis Technology Enables

FOOTHILL RANCH, Calif., July 30, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of mortgage servicing software, announced that Scott Law Firm, which serves the default servicing industry, is actively utilizing its new military search name permutation functionality. Scott Law Firm can now more easily and efficiently identify active duty military borrowers in the […]

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NHL Franchise Carolina Hurricanes Select Massey Consulting to Implement Intacct Financial Accounting

RALEIGH, N.C., July 29, 2014 (SEND2PRESS NEWSWIRE) — Massey Consulting has been selected by the Carolina Hurricanes to implement cloud-based Intacct Financial Accounting, the company announced today. The Carolina Hurricanes will use Intacct to track the financials of the franchise, each home game, as well as other entertainment events held at PNC Arena.

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EPIC Purchases Jenkins Insurance Services

SAN FRANCISCO, Calif., July 21, 2014 (SEN2PRESS NEWSWIRE) — The shareholders of Jenkins Insurance Services (Jenkins), a Leavitt Group agency, have sold 100 percent of their shares in Jenkins to EPIC (Edgewood Partners Insurance Center). The transaction, which closed on July 17, was retroactively effective July 1. Jenkins, with California offices in Concord, Sacramento, San […]

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Andrea Levin joins EPIC as a Vice President in Petaluma

PETALUMA, Calif., July 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance broker/consultant, announced today the addition of Andrea Levin as a vice president in their Petaluma office. Levin brings 24 years of experience in the development and management of property and casualty insurance and risk […]

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LTC Global Marketing and LTC Financial Partners Merge to Form Large One-Stop Shop for Long Term Care and Medicare Insurance Solutions

KIRKLAND, Wash., July 2, 2014 (SEND2PRESS NEWSWIRE) — Today LTC Financial Partners, LLC and LTC Global Marketing Inc. announced the completion of the merger of the two companies into one of America’s largest distributors of senior market insurance products. Industry veteran Denise Gott, formerly Executive Vice President of LTC Financial, will serve as Chief Executive […]

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Southern New Hampshire University Selects Regent Education’s Financial Aid Management Solution, Regent 8

MANCHESTER, N.H., June 30, 2014 (SEND2PRESS NEWSWIRE) — Southern New Hampshire University (SNHU) has selected Regent Education’s financial aid management system — Regent 8 — to support financial aid processes for all their students and programs including their industry-leading online programs and their new and cutting edge Competency Based Education program known as College for […]

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Quandis Adds Functionality to Help Prevent Foreclosures on Active Military Personnel

FOOTHILL RANCH, Calif., June 12, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of mortgage servicing software, announces that it rolled out a new feature within its existing military search service that identifies multiple name variations of borrowers which could have active duty status in the U.S. military. If in default but on active […]

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Global DMS and Collateral Analytics Team to Offer Enhanced Valuation Services

LANSDALE, Pa. and HONOLULU, Hawaii, June 10, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of Web-based compliant valuation management software, and Collateral Analytics, a leading provider of real estate analytics and valuation products, announced they formed a strategic alliance that integrated various components of their software valuation solutions.

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Titan Capital Solutions Added to Capital Markets Cooperative Roster of Preferred Jumbo Mortgage Investors

DENVER, Colo., May 19, 2014 (SEND2PRESS NEWSWIRE) — Titan Capital Solutions (TCS), a wholly-owned jumbo correspondent investment subsidiary of mortgage outsource services provider Titan Lenders Corp., announced it has been named a preferred investor by Capital Markets Cooperative (CMC), a nationwide alliance of mortgage bankers.

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FirstClose Announces Expanded Portfolio Review Service

AUSTIN, Texas, May 15, 2014 (SEND2PRESS NEWSWIRE) — FirstClose, an Austin, Texas-based mortgage technology service provider, announced today the expansion of its Portfolio Review Service for current home values, liens and encumbrances. Lenders can now access a detailed asset valuation that meets compliance requirements, but also exceeds expectations with a summary of the featured properties’ […]

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MCT Trading, Inc. Officially Introduces MCTlive, a Browser-based Software Platform for Secondary Marketing Departments

SAN DIEGO, Calif., May 14, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging, loan sale execution, and risk management services, announced the formal launch of MCTlive(TM), a secondary marketing technology platform designed for capital markets trading and pipeline management. MCTlive provides lenders with a browser-based software solution, robust […]

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Phil Rasori of MCT Trading to Lead Panel Session at MBA National Secondary Marketing Conference

SAN DIEGO, Calif., May 9, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging and risk management services, announced that its COO, Phil Rasori, will moderate and drive a panel session entitled ‘Liquidity Challenges for Smaller Lenders’ at the Mortgage Bankers Association’s Annual Secondary Marketing Conference in New York […]

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Titan Capital Solutions Adds 13 Approved Sellers to Jumbo Correspondent Mortgage Program in Q1 2014

DENVER, Colo., May 8, 2014 (SEND2PRESS NEWSWIRE) — Titan Capital Solutions (TCS), a wholly-owned jumbo correspondent investment subsidiary of mortgage outsource services provider Titan Lenders Corp., announced it has added 13 approved sellers to its correspondent jumbo program in the first quarter of 2014. The additions represent a 20 percent increase in TCS approved sellers […]

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The Compliance Group Assists Mortgage Lenders, Financial Institutions with Comprehensive Suite of Outsourced Compliance, Audit Services

CARLSBAD, Calif., May 5, 2014 (SEND2PRESS NEWSWIRE) — To meet lenders’ growing demand for compliance assistance, leading mortgage compliance services provider The Compliance Group, Inc. (TCG) announced it offers a comprehensive suite of audit and monthly outsourced compliance services, encompassing both federal and state-level audits as well as a host of other compliance-related reviews and […]

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IDS Sees Significant Mortgage Document E-sign Adoption Among Customers in 2013

SALT LAKE CITY, Utah, May 1, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announced more than half (51.6 percent) of all document packages it processed in 2013 were signed electronically. In addition, following the IRS’s approval of electronically signed 4506-T documents in late 2012, 18.5 percent of all 4506-T […]

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Massey Consulting announces their 2014 ‘Make Your Beans Count’ series webinar schedule for CPAs and CPA Firms

RALEIGH, N.C., April 22, 2014 (SEND2PRESS NEWSWIRE) — Massey Consulting, a North Carolina-based accounting software reseller, is pleased to announce the release of their 2014 webinar schedule for CPAs and CPA Firms, entitled ‘Make Your Beans Count.’ This webinar series is designed to present a variety of educational topics for CPAs.

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EPIC names Michael Gonthier as new Chief Financial Officer

SAN FRANCISCO, Calif., April 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Michael Gonthier has joined the firm as Chief Financial Officer. EPIC’s current CFO, Elaine Andrian, will now focus on merger and acquisition strategy and diligence as the firm […]

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Titan Capital Solutions Adds Overnight Pricing Protection, Scenario Help Desk to Jumbo Correspondent Lending Program

DENVER, Colo., April 2, 2014 (SEND2PRESS NEWSWIRE) — Titan Capital Solutions (TCS), a wholly-owned correspondent investment subsidiary of mortgage outsource services provider Titan Lenders Corp., announced it has added an overnight pricing protection policy and a scenario help desk to its jumbo correspondent program. To bolster its commitment to customer service, TCS stands behind a […]

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Ding Guard, a division of First Lenders Data, Inc., and First Community Credit Union announce dent removal service plan for auto loan applicants

AUSTIN, Texas, April 1, 2014 (SEND2PRESS NEWSWIRE) — Ding Guard, an Austin, Texas-based automobile service contract provider, and First Community Credit Union announced today that members will now have access to a value-add service through Ding Guard, a leading product in automotive cosmetic reconditioning. The partnership provides a non-interest income product offering as part of […]

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Global DMS Integrates eTrac With CoreLogic Enterprise Lending Platform to Create More Seamless Appraisal Process

LANSDALE, Pa., April 1, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of Web-based compliant valuation management software, announced that its eTrac Enterprise platform has been integrated with the CoreLogic(R) ChannelMaster(R) Enterprise Lending Solution (ELS). The integration allows ChannelMaster users to compliantly order and process appraisals, attain real-time status updates, establish transparency and control, […]

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ReverseVision Adds Gregg Holsapple as Product Strategist

SAN DIEGO, Calif., March 20, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision the leading software and technology provider for the reverse mortgage industry, is pleased to announce that Gregg Holsapple has joined as Product Strategist. In this role, Holsapple will have responsibility for product and program analysis, developing requirements and building out our product design process.

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IDS, MortgageFlex Develop Blind Mortgage Doc Prep-LOS Integration

SALT LAKE CITY, Utah, March 19, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) and MortgageFlex Systems, an established technology provider of mortgage loan software, announced the development of a joint ‘lights out’ interface between IDS’s flagship mortgage document preparation system idsDoc and MortgageFlex’s LoanQuest loan origination system (LOS).

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OpenClose End-to-End LOS Automates All Lending Processes for Sabadell United Bank, N.A., Achieves Stellar Results

LOS ANGELES, Calif., March 18, 2014 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class end-to-end loan origination system (LOS) provider, announced at the MBA’s National Technology Conference that Florida-based Sabadell United Bank, N.A. has realized superior results along with supporting metrics since implementing its multi-channel lending automation platform.

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The Compliance Group Expands in Illinois – Federal, State and Local Oversight Creates Complex Regulatory Environment for Mortgage Lenders and Servicers

CHICAGO, Ill., March 18, 2014 (SEND2PRESS NEWSWIRE) — Leading mortgage compliance services provider The Compliance Group, Inc. (TCG), is pleased to announce its expanded presence in Illinois in response to significant Federal, state and local regulatory oversight affecting mortgage lenders and mortgage servicers in the state.

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Long-Term Care Leader Extends Strategic Partnership Offer to Hundreds of Senior-Market Professionals

KIRKLAND, Wash., March 12, 2014 (SEND2PRESS NEWSWIRE) — Today LTC Financial Partners, LLC (LTCFP) announces a broad expansion of its strategic partnership program. ‘We’re opening our doors to seasoned senior-market professionals who want to expand their service offerings through a turn-key process,’ says Denise Gott, Executive Vice President for LTCFP.

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360 Mortgage Group Enters Reverse Mortgage Lending with ReverseVision Loan Origination System (RLOS)

SAN DIEGO, Calif., March 11, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. is pleased to announce that 360 Mortgage Group LLC (360 Mortgage Group), a privately-owned mortgage banker with a primary focus on third-party origination, has joined the growing ranks of reverse mortgage lenders and will be using ReverseVision’s reverse loan origination system, RV Exchange.

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HousingWire Magazine Designates OpenClose to its Inaugural HW TECH100(TM) List

PALM BEACH, Fla., March 11, 2014 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class end-to-end loan origination system (LOS) provider, announced that it has been named to HousingWire magazine’s new HWTECH 100(TM) list. OpenClose is among twenty three companies recognized in the lending category of the Top 100 Innovative Technology Vendors list.

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ReverseVision Adds Mark Johnson as Customer Support Manager, Moves Joseph Rinner to Product Manager

SAN DIEGO, Calif., March 6, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading software and technology provider for the reverse mortgage industry, is pleased to announce that industry expert Mark Johnson has joined our team in the role of Customer Service Manager. Johnson, who brings more than twenty years of reverse mortgage expertise, replaces Joseph Rinner […]

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Global DMS Named to HousingWire Magazine’s Inaugural HW TECH100 List

LANSDALE, Pa., March 6, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, the leading provider of Web-based compliant valuation management software, announced that HousingWire magazine designated the company to its new HW TECH100(TM) list. The list honors the 100 most innovative technology firms in the U.S. housing economy. Global DMS is one of only six companies to […]

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IDS Mortgage Document Preparation System Now Fully Supports E-Signatures for FHA Documents

SALT LAKE CITY, Utah, Feb. 26, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announced its flagship doc prep system idsDoc is fully capable of supporting electronic signatures for Federal Housing Administration (FHA) documents. The FHA announced on Jan. 30 that it would accept e-signatures on documents associated with FHA-insured […]

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Phil Rasori of MCT to Participate in CMLA Session on Washington Lending Legislation

SAN DIEGO, Calif., Feb. 25, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging and risk management services, announced that its COO, Phil Rasori, will share his insight on an upcoming panel assembled by the Community Mortgage Lenders of America (CMLA), which is designed to address legislative issues and […]

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Forsythe Appraisals Successfully Utilizing Global DMS’ eTrac Platform for Appraisals

LANSDALE, Pa., Feb. 25, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, the leading provider of Web-based compliant valuation management software, announced that Forsythe Appraisals, LLC, the largest independent provider of residential real estate appraisals in the United States, is leveraging the eTrac Enterprise platform to manage appraisal ordering, tracking and review for all of its branch […]

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Galorath’s SEER for Manufacturing Integrated Into Dassault Systemes 3DEXPERIENCE Platform

LOS ANGELES, Calif., Feb. 25, 2014 (SEND2PRESS NEWSWIRE) — Galorath, Inc. is excited to announce that it has reached an agreement with Dassault Systemes, to integrate SEER for Manufacturing with CATIA, the world’s leading application for product design and innovation. For many companies, cost estimating is a very fragmented activity and the inclusion of SEER’s […]

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EPIC’s Jim Gillette Honored as a 2014 Risk and Insurance Retail Industry Power Broker

SAN MATEO, Calif., Feb. 24, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationally expanding retail property, casualty and employee benefits insurance brokerage, announced today that Jim Gillette has been named as a 2014 Risk and Insurance Retail Industry Power Broker. In addition to Gillette, Kathleen Felderman, managing principal and the leader of […]

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United Wholesale Mortgage Goes Mobile, Rolls Out Robust iPhone and Android Applications for Brokers

TROY, Mich., Feb. 21, 2014 (SEND2PRESS NEWSWIRE) — United Wholesale Mortgage (UWM), the nation’s largest wholesale lender, announced that it developed and launched a proprietary mobile application for its broker community. The application arms brokers with robust functionality and easy access to loan information while in the field.

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Quandis Enhances Solution to Identify Borrower Bankruptcies

ORLANDO, Fla., Feb. 19, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management technology solutions, announced at the Mortgage Bankers Association’s National Servicing Conference and Exposition in Orlando, Florida that it made significant enhancements to its automated searches of PACER (Public Access to Court Electronic Records), the United States Courts bankruptcy locater […]

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OpenClose Successfully Implements QM and ATR Rules, Clients Laud Automation

PALM BEACH, Fla., Feb. 14, 2014 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class end-to-end loan origination system (LOS) provider, today announced that is has implemented the functionality necessary for lenders to adhere to the Consumer Financial Protection Bureau’s (CFPB) new Qualified Mortgage (QM) and Ability-to-Replay (ATR) rules. The company’s client base is successfully processing QM loans.

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Brandman University Selects Regent Education’s Financial Aid Management Solution, Regent 8, as they transition to Competency Based Learning

IRVINE, Calif., Feb. 14, 2014 (SEND2PRESS NEWSWIRE) — Brandman University has selected Regent Education’s financial aid management solution to enable them to successfully transition to Competency Based Learning and support their innovative curriculum model. Regent 8 is the only financial aid management solution to offer complete support for all enrollment models including standard term, non-term, […]

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East Cambridge Savings Bank Turns to Content Marketing to Boost Sales

BOSTON, Mass., Feb. 13, 2014 (SEND2PRESS NEWSWIRE) — Truebridge, a financial marketing company based in Boston, is pleased to announce East Cambridge Savings Bank’s launch of their online Financial Answer Center. Their implementation of Truebridge’s Content Marketing System is one of many examples of financial institutions turning to Content Marketing to increase revenue.

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EPIC adds Financial Institutions ‘Power Broker’ Jim Loughlin

SAN FRANCISCO, Calif., Feb. 11, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationally expanding retail property, casualty and employee benefits insurance brokerage, announced today that James R. Loughlin has joined the firm as Managing Principal, Risk Solutions. Loughlin joins EPIC as Managing Principal, Risk Solutions in New York.

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Therapy Partner, Announces Launch of 3.0, Including Integrated Scheduling, Billing, and Progress Notes

DENVER, Colo., Feb. 10, 2014 (SEND2PRESS NEWSWIRE) — Therapy Partner, a national leader in providing online, streamlined and clean technology for the needs of clinicians in private practice (psychologists, psychiatrists, and therapists), has launched 3.0 a progressive, single device application, for complete practice management. Therapy Partner 3.0 has a user interface that is intuitive and […]

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EPIC adds Risk Management Professional Don Atkinson to its Southeast Region, The McCart Group

DULUTH, Ga., Feb. 5, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center) a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has added Don Atkinson to the risk management consulting practice in their Southeast Region, The McCart Group. Atkinson brings 29 years of experience in risk management and insurance […]

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United Wholesale Mortgage Launches UWM Track, an Innovative Communication Tool for Brokers and REALTORS

TROY, Mich., Feb. 5, 2014 (SEND2PRESS NEWSWIRE) — United Wholesale Mortgage (UWM), the nation’s largest wholesale lender, today announced that it rolled out UWM Track, which assists brokers in providing current status on loans to REALTORS(R). The efficiency and visibility the solution offers eliminates communication issues and facilitates the broker’s ability to forge stronger relationships […]

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