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Tag Archives | CA Finance

Mortgage Coach integrates with First American Title, empowering consumers greater insight into title fees during loan selection

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 its integration with First American Title Insurance Company, a leading provider of title insurance and settlement services and the largest subsidiary of First American Financial Corporation […]

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ReverseVision Adds New Team Members to Support Expansion of Functional Areas and Corporate Infrastructure

SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it added Eric Samuelson as vice president of finance and Andres Ochoa as systems administrator. The two positions will play key roles in optimizing internal functions and prepping […]

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Nomis Announces Strategic Collaboration with J.D. Power to Deliver Enhanced B2B Automotive Finance Pricing Strategies

SAN FRANCISCO, Calif. /California Newswire/ — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced it has formed a strategic collaboration with J.D. Power, a global leader in data analytics and consumer intelligence, to deliver enhanced automotive financing price optimization to financial institutions throughout the United States and Canada. Originally published […]

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EPIC’s David McNeil Receives 2021 Broker of the Year Award from CalMutuals-JPRIMA

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as 2021 Broker of the Year by The California Association of Mutual Water Companies – Joint Powers Risk & Insurance Management […]

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Newport Beach-based NotaryCam resumes ‘Help a Hero’ initiative, offering complimentary Online Virtual Notary services for military members for Veterans Day

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 its semi-annual “Help a Hero” initiative will once again offer free remote online notarization (RON) sessions to United States veterans and current service […]

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TMC Emerging Technology Fund LP Invests in Clever Real Estate, with Series B investment 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 Series B investment round for Clever Real Estate. Clever offers free educational resources – including expert advice, reviews and guides […]

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ReverseVision Names Industry Pro, Bill Mitchell Chief Revenue Officer

SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it has hired Bill Mitchell as chief revenue officer (CRO). Originally published on CaliforniaNewswire.com — ReverseVision Names Industry Pro, Bill Mitchell Chief Revenue Officer

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Crawford McInnis Named Chief Sales Officer at EPIC to Lead Next Level of Sales Excellence

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Crawford McInnis has been named Chief Sales Officer, reporting to Philip Moyles, Chief Growth Officer. Originally published on CaliforniaNewswire.com — Crawford McInnis Named Chief Sales Officer at EPIC to Lead […]

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Inspire Escrow Services Launches in the Inland Empire

ONTARIO, Calif. /California Newswire/ — Inspire Escrow Services has launched as an all-new trusted, safe and efficient escrow business serving the Inland Empire region, the Ontario, California-based company placing high value on security and quality while ensuring all transactions are successful and convenient for every client. Originally published on CaliforniaNewswire.com — Inspire Escrow Services Launches […]

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TMC Emerging Technology Fund LP will host TMC Mortgage Tech Day on March 19, 2022

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”) will host TMC Mortgage Tech Day on March 19, 2022, in conjunction with TMC’s Winter Conference at the Fontainebleau Miami Beach. Originally published on […]

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Mortgage Coach & Sales Boomerang accelerate lead conversion with personalized Total Cost Analysis (TCA)

IRVINE, Calif. /California Newswire/ — Mortgage Coach, the borrower conversion platform empowering mortgage lenders to deliver clear mortgage advice and lending education with the interactive Total Cost Analysis (TCA) loan comparison, today announced an integration with Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system. Originally published on CaliforniaNewswire.com — Mortgage Coach […]

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Mortgage Coach and HomeBinder partner to engage homeowners in actively managing home financing

IRVINE, Calif. /California Newswire/ — Mortgage Coach, the mortgage industry’s leading platform enabling lenders to create digital and accurate home loan options for consumers, today announced an integration with HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, Realtors and other authorized professionals. Originally published on CaliforniaNewswire.com — Mortgage Coach and […]

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Lender Price Announces Strategic Investment Led by Argentum to Support Its Rapid Growth

PASADENA, Calif. /California Newswire/ — Lender Price, a leading provider of cloud-based mortgage pricing and digital lending solutions, announced today that it has received a strategic investment led by Argentum with participation from First Analysis and existing investor Costner Lake Investments. The investment will further accelerate Lender Price’s rapid growth by supporting product development, sales […]

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Mortgage Capital Trading, Inc. Deepens Mortgage Servicing Rights Expertise with Hire of Azad Rafat

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced today that Azad Rafat has joined the company as the new Senior Director of MSR Services. Originally published on CaliforniaNewswire.com — Mortgage Capital Trading, Inc. Deepens Mortgage Servicing Rights Expertise with Hire of […]

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DocMagic eSign 3.0 Enhances Remote Notary and eClosing Capabilities

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced the official launch of its eSign 3.0 platform. The enhancements to the mortgage industry’s preeminent eSigning platform introduce new tools and features designed to enable lenders to easily facilitate remote online […]

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Galway Announces Formal Close of MAI Capital Management Deal

SAN FRANCISCO, Calif. /California Newswire/ — Galway Holdings (“Galway”) today announced its investment in MAI Capital Management, LLC (“MAI”) has officially closed. Retaining the MAI Capital Management name, the firm now operates as a part of the Galway Companies. Originally published on CaliforniaNewswire.com — Galway Announces Formal Close of MAI Capital Management Deal

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Trion Properties Launches Third Fund, Targets $175M in Buying Power Focused on Southeast and Western Multifamily Properties

LOS ANGELES, Calif. /California Newswire/ — Trion Properties, a private equity real estate firm based in West Hollywood, California and Miami, Florida specializing in value-add multifamily investments, has announced the launch of Trion Multifamily Opportunity Fund III, LLC, its third investment fund vehicle. Originally published on CaliforniaNewswire.com — Trion Properties Launches Third Fund, Targets $175M […]

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Mortgage Coach integrates with LoanSense to help federal student loan holders become homeowners and increase purchase power

CORONA, Calif. /California Newswire/ — Mortgage Coach, the industry’s leading platform enabling mortgage lenders to create digital and accurate home loan options for consumers, today announced its partnership with LoanSense, an online student loan advisor that helps federal student loan holders enroll in affordable repayment and forgiveness plans. Originally published on CaliforniaNewswire.com — Mortgage Coach […]

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Whiteoak Invests in Amplify-Now, Inc. – Will Help Company Accelerate Global Expansion and Development

REDONDO BEACH, Calif. /California Newswire/ — Amplify-Now, a leading provider of Strategy Execution Management software headquartered in Adelaide, Australia, announced that Whiteoak, a growth-equity firm based in Sydney, Australia, plans to invest in their company to help spur global growth and product development ambitions.. Originally published on CaliforniaNewswire.com — Whiteoak Invests in Amplify-Now, Inc. – […]

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Nomis Solutions Introduces its Margin Setter Dashboard, Adjusts Mortgage Rate Data Refresh Frequency

SAN FRANCISCO, Calif. /California Newswire/ — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, recently introduced several product enhancements to its mortgage technology solution, further enhancing the market intelligence and actionable pricing capabilities available to its mortgage lending clients. Originally published on CaliforniaNewswire.com — Nomis Solutions Introduces its Margin Setter Dashboard, […]

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Del Monte Group Launches Wealth Podcast: A Place of Possibility

ALAMO, Calif. /California Newswire/ — Today, Greater Bay Area wealth management firm Del Monte Group announces the launch of “A Place of Possibility” podcast, co-hosted by Del Monte Group founder Richard Del Monte and partner and COO Angela Wright. Originally published on CaliforniaNewswire.com — Del Monte Group Launches Wealth Podcast: A Place of Possibility

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Galway Insurance Holdings, LP Announces Strategic Acquisition of MAI Capital Management

SAN FRANCISCO, Calif. /California Newswire/ — Galway Holdings (“Galway”) today announced its investment in MAI Capital Management LLC (“MAI”). The move adds a new business vertical in financial and wealth management services to complement existing business relationships within EPIC Insurance Brokers & Consultants as well other areas of specialization across all Galway platforms. Originally published […]

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KROST CPAs Acts as Financial Advisor for Integrity Bio in Sale to Curia

LOS ANGELES, Calif. /California Newswire/ — Integrity Bio, Inc., a privately held formulation and fill-finish organization, was sold to Curia (formerly Albany Molecular Research, Inc. (AMRI)), a Contract Development and Manufacturing Organization (CDMO) and leading global provider of advanced contract research, development, and manufacturing solutions. KROST, a Los Angeles-based firm, acted as the exclusive financial […]

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DocMagic Names Mr. Chris Lewis Director of Enterprise Solutions

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that it has promoted Chris Lewis to Director of Enterprise Solutions. The new title reflects the elevated role he has proactively taken at the company in increasing revenue, forging strategic partnerships, and […]

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NotaryCam Partners with Mortgage Law Firm, RUTH RUHL, P.C., to Add RON to Firm’s Loss Mitigation Services

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 partnered with RUTH RUHL, P.C., a Texas-based law firm, to add security and automation to the firm’s loss mitigation services through […]

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The IRS Collection is Back and Sending Final Intent to Levy Notices – Ace Plus Tax Resolution Offers Tax Relief Strategies

LOS ANGELES, Calif. /California Newswire/ — James Cha, a CPA and a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, underlines that the IRS is starting its collection actions by sending Final Intent to Levy notices, and urges taxpayers to act with tax relief strategies. Originally published on CaliforniaNewswire.com — The IRS Collection is […]

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Mortgage Coach adds debt consolidation strategies in Total Cost Analysis to educate consumers on using home equity

CORONA, Calif. /California Newswire/ — Mortgage Coach, the only platform enabling mortgage lenders to create digital and accurate home loan options for consumers, today announced its addition of detailed debt consolidation strategies in the Total Cost Analysis (TCA) presentation, allowing loan originators to educate consumers on lower interest debt repayment options as peaking home equity […]

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Atlantic Bay Mortgage Group Surpasses 10,000 Paperless eClosings with DocMagic Total eClose Solution

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that Atlantic Bay Mortgage Group®, a national independent mortgage banker, has successfully processed more than 10,000 paperless eClosings. Originally published on CaliforniaNewswire.com — Atlantic Bay Mortgage Group Surpasses 10,000 Paperless eClosings with […]

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5X Solutions LLC Adds Compensation Analysis to Mortgage Business Intelligence Platform

SAN DIEGO, Calif. /California Newswire/ — 5X Solutions, LLC, a mortgage business intelligence and data analytics company, has announced the addition of loan agent compensation analysis to its automated financial reporting and mortgage business intelligence software. Originally published on CaliforniaNewswire.com — 5X Solutions LLC Adds Compensation Analysis to Mortgage Business Intelligence Platform

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MCT Launches BAM Marketplace, the First Truly Open Mortgage Loan Exchange

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced the public introduction of BAM Marketplace™. Originally launched to support existing MCT sellers during the 2020 pandemic liquidity crisis, BAM Marketplace now welcomes new buyers and sellers as the world’s first truly open […]

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EPIC Welcomes Mr. Sam Wagener as Principal to Further Strengthen P&C and Captive Capabilities in West Region

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sam Wagener has joined the firm. Originally published on CaliforniaNewswire.com — EPIC Welcomes Mr. Sam Wagener as Principal to Further Strengthen P&C and Captive Capabilities in West Region

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Local Community Gift Card Program by YIFTEE Shows 8X ROI on Federal Funds Invested to Help Small Businesses in Pandemic Recovery

MENLO PARK, Calif. /California Newswire/ — As communities strive to help their local businesses weather the pandemic storm, Yiftee has grown to more than 270 Community eGift Cards across the United States and executed 74 “Buy-One-Get-One” programs. These programs enlist entire communities in purchasing eGift Cards that can only be spent at local businesses, where […]

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Nomis Builds First-String Team to Spearhead Mortgage Initiatives

SAN FRANCISCO, Calif. /California Newswire/ — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced it has added several new sales and marketing hires to support its mortgage pricing and profitability management initiatives and competitive intelligence technology. Originally published on CaliforniaNewswire.com — Nomis Builds First-String Team to Spearhead Mortgage Initiatives

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Mortgage Capital Trading, Inc Dives into 2021/Q2 with Two New Industry Leaders to Support Growth

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced Mike Robertson and Justin Putz have joined the company in the roles of Senior Regional Sales Director and Midwest Regional Sales Director respectively. Originally published on CaliforniaNewswire.com — Mortgage Capital Trading, Inc Dives […]

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Provident Funding Partners with Lender Price – joins the Lender Price Marketplace

PASADENA, Calif. /California Newswire/ — Lender Price, a provider of mortgage loan pricing and origination technology, announced today that Provident Funding has joined the Lender Price Marketplace. Provident Funding has been committed to the wholesale channel since inception in 1992. The Lender Price Marketplace user base has doubled over the past 12 months with more […]

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South Bay Credit Union announces Spring offer on their HELOC (home equity line of credit) Loan Product

LOS ANGELES, Calif. /California Newswire/ — South Bay Credit Union – Member-owned not-for-profit financial cooperative, today announced the launch of a limited time offer on their Home Equity Line of Credit (HELOC) program to homeowners in the South Bay Los Angeles Area. Originally published on CaliforniaNewswire.com — South Bay Credit Union announces Spring offer on […]

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The Mortgage Collaborative’s Emerging Tech Fund Announces Investment in Maxwell

SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative, the nation’s largest independent cooperative network in the mortgage industry, announced today the first investment of its recently launched TMC Emerging Technology Fund LP (“TMC Fund”). Originally published on CaliforniaNewswire.com — The Mortgage Collaborative’s Emerging Tech Fund Announces Investment in Maxwell

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Fanplayr Announces UK Launch Expansion to Meet Global Demand for E-commerce Personalization

PALO ALTO, Calif. /California Newswire/ — Fanplayr, the leader in online behavioral personalization and artificial intelligence, accelerates its global growth plans with the opening of new offices in London and Manchester and three new senior appointments in the UK. Originally published on CaliforniaNewswire.com — Fanplayr Announces UK Launch Expansion to Meet Global Demand for E-commerce […]

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DocMagic & Secure Insight Form Partnership to Create a National Database of Certified Remote Online Notarization Providers

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance and comprehensive eMortgage services, and Secure Insight, Inc., the leading risk reporting firm for data intelligence on mortgage settlement agents, jointly announced the offering of a centralized training program on remote online notarization (RON) technology and processes. […]

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2021 Restaurant Revitalization Fund and Restaurant Tax Relief Strategies by Ace Plus Tax Resolution

LOS ANGELES, Calif. /California Newswire/ — James Cha, a CPA and a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, underlines the newly enacted restaurant revitalization fund, recent tax challenges the restaurant industry is facing, and tax relief strategies. Originally published on CaliforniaNewswire.com — 2021 Restaurant Revitalization Fund and Restaurant Tax Relief Strategies by […]

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Jeremy Lawson Joins EPIC’s Contingency Risk Practice as Managing Principal in Texas

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants announced today that Jeremy “Jez” Lawson has joined the firm as Managing Principal of its expanding Contingency Risk Practice group. Originally published on CaliforniaNewswire.com — Jeremy Lawson Joins EPIC’s Contingency Risk Practice as Managing Principal in Texas

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EPIC Announces Nationwide Leadership Structure Realignment

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effective immediately, across the company. The moves are designed to position EPIC to thrive for years to come. Originally published on CaliforniaNewswire.com — EPIC Announces Nationwide Leadership Structure Realignment

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KBKG Adds 3 New Principals to Cost Segregation and Research & Development Tax Credit Services

PASADENA, Calif. /California Newswire/ — Nationwide tax specialty firm KBKG promoted Eddie Price to Principal of Cost Segregation Services, as well as Paul McVoy and Jonathan Tucker to Principals of Research & Development Tax Credit Services. Originally published on CaliforniaNewswire.com — KBKG Adds 3 New Principals to Cost Segregation and Research & Development Tax Credit […]

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Los Angeles Based KROST CPAs Announces New Principal, Stacey R. Korman, CPA, MST

PASADENA, Calif. /California Newswire/ — KROST CPAs and Consultants, the Los Angeles based firm, has announced a new Principal, Stacey R. Korman, CPA, MST. Stacey has extensive experience in assurance & advisory and accounting services and since joining the firm she has led the accounting and audit departments. Originally published on CaliforniaNewswire.com — Los Angeles […]

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EPIC Insurance Brokers Acquires Pharmaceutical Strategies Group

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Holdings, Inc. (EPIC) announced today that it has agreed to acquire Pharmaceutical Strategies Group (PSG). The move incorporates the expertise and resources of the nation’s largest independent pharmacy benefit consulting firm into EPIC’s Employee Benefits Consulting practice. Originally published on CaliforniaNewswire.com — EPIC Insurance Brokers Acquires Pharmaceutical Strategies […]

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CA Property Tax Laws Change in 13 Days: To Help Heirs Now Inheriting Property, Commercial Loan Corp Offers Free Benefit Analysis

NEWPORT BEACH, Calif. /California Newswire/ — With only 13 days left before California Proposition 58 property tax breaks undergo changes and limitations imposed by new tax measure Proposition 19, on Feb. 16, 2021 – popular trust lender Commercial Loan Corporation is offering Heirs of Estates and Trust Beneficiaries, who are inheriting a home from parents, […]

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EPIC Welcomes John Prentis and Larry Bowlus to Executive Risk and Cyber Practice in San Francisco

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers & Consultants is pleased to welcome John Prentis and Larry Bowlus to its Executive Risk and Cyber practice. Joining from a global broker, Prentis and Bowlus will focus on large public, technology, and financial institution executive liability coverages, including Directors & Officers Liability. Originally published on […]

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Paramount Property Tax Appeal Offering Free New Year’s Evaluation for Homeowners & Business Property Owners, RE: ‘Feb 16 Changes to Tax Laws’

SAN DIEGO, Calif. /California Newswire/ — With only 20 days left before CA tax laws change, imposing limitations on property tax relief – property tax reduction firm Paramount Property Tax Appeal is ushering in the New Year with a free New Years evaluation for California families, affluent homeowners and all types of business property owners […]

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MCT Hires David Burruss to Address Demand for its MSR Services

SAN DIEGO, Calif. /California Newswire/ — MCT® announced that David Burress has joined the company in the position of MSR Sales Director, directly addressing the increase in market demand for MCT’s MSR products. The hiring of Mr. Burruss ensures MCT can continue serving the needs of their MSR clients. Originally published on CaliforniaNewswire.com — MCT […]

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ReverseVision Lowers Lenders’ Costs to Originate Reverse Mortgages with Restructured Tech Plans

SAN DIEGO, Calif. /California Newswire/ — ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced it has restructured its technology plans and pricing matrix to ease lenders’ entry into reverse lending and support their success. Originally published on CaliforniaNewswire.com — ReverseVision Lowers Lenders’ […]

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Awair Announces Strategic Investment from Emerson (NYSE: EMR)

SAN FRANCISCO, Calif. /California Newswire/ — Awair, the San Francisco-based startup that makes Indoor Air Quality monitoring and software solutions for home and commercial spaces, has received a major strategic investment from Emerson (NYSE: EMR). Emerson is a leader in the heating, ventilation and air conditioning (HVAC) controls industry, as well as the creator of […]

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Fanplayr, a leader in online behavioral personalization, acquires Jamu Inc.

PALO ALTO, Calif. /California Newswire/ — Fanplayr, a leader in online behavioral personalization, announced it has acquired Jamu Incorporated, a reseller and development firm based in Tokyo, Japan. The acquisition represents the fulfillment of a long-term relationship between Fanplayr and Jamu Inc. Originally published on CaliforniaNewswire.com — Fanplayr, a leader in online behavioral personalization, acquires […]

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Paramount Property Tax Appeal Offers Free Evaluation to Affluent California Homeowners and Business Property Owners

SAN DIEGO, Calif. /California Newswire/ — Now that California Proposition 19 has passed, Wes Nichols, president of Paramount Property Tax Appeal Service in San Diego has decided to offer a free evaluation to affluent families, business property owners and homeowners who are transferring property to heirs or simply wish to lower their property taxes, or […]

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Fanplayr Partners with PFG to Enhance E-Commerce Behavioral Intelligence Solutions

PALO ALTO, Calif. /California Newswire/ — Fanplayr, a leader in online behavioral personalization and AI for the past 10 years, recently closed a funding round from Partners for Growth (PFG) to support significant growth in its business and customer base. Originally published on CaliforniaNewswire.com — Fanplayr Partners with PFG to Enhance E-Commerce Behavioral Intelligence Solutions

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MCTlive! Pool Optimizer Technology from Mortgage Capital Trading Sets New Bar for Best Execution Loan Sales

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, debuted upgraded MCTlive! Pool Optimizer functionality at its MCT Exchange client conference last month. The technology enables secondary marketing managers to use actual cash window execution for optimization on each individual loan rather than […]

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Galway Insurance Holdings Secures Majority Interest from Harvest Partners with Investments from Oak Hill Capital and The Carlyle Group

SAN FRANCISCO, Calif. /California Newswire/ — Galway Insurance Holdings (“Galway”), the holding company for EPIC Brokers & Consultants (“EPIC”) and JenCap Holdings (“JenCap”), which together represent one of the nation’s largest insurance distribution firms, announced today that it has signed a definitive agreement with vehicles controlled by Harvest Partners, LP and its affiliates (“Harvest”) for […]

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Mortgage Comparison Shopping with Pureloan.com Leads to $15,335 Average Interest Savings

PALO ALTO, Calif. /California Newswire/ — Pureloan.com confidently demonstrates that, for the average home purchaser, its mortgage search engine provides on average $15,335 of lifetime savings in reduced interest payments by comparing loans. Originally published on CaliforniaNewswire.com — Mortgage Comparison Shopping with Pureloan.com Leads to $15,335 Average Interest Savings

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Community State Bank Implements Fully Paperless eClosing Process with DocMagic Total eClose

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that Southeast Wisconsin-based Community State Bank has implemented its full suite of eClosing solutions to transform the bank’s mortgage closing process, making it 100 percent digital. Originally published on CaliforniaNewswire.com — Community State […]

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NotaryCam Certifies Compliance with MISMO Standards for RON-enabled digital mortgage closings

NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has completed the Mortgage Industry Standard Maintenance Organization (MISMO) Remote Online Notarization (RON) Software Compliance Certification Program. Originally published on CaliforniaNewswire.com — NotaryCam Certifies Compliance with MISMO Standards for RON-enabled digital […]

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ReverseVision Supports HECM Lender Transition from LIBOR to CMT Index, Updates Docs to Facilitate Index Migration

SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced it has updated all documents that reference an index to support both the Constant Maturity Treasury (CMT) and London Interbank Offer Rate (LIBOR) indexes. Originally published on CaliforniaNewswire.com — […]

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Paramount Property Tax Appeal in San Diego Offers Free Consultation to California Property Owners as Prop 19 Becomes Law

SAN DIEGO, Calif. /California Newswire/ — Wes Nichols, president of Paramount Property Tax Appeal Service, is reminding California property owners that property tax relief will be severely limited by changes to the Proposition 58 Parent-to-Child Exemption, as Prop 19 will soon become law. Originally published on CaliforniaNewswire.com — Paramount Property Tax Appeal in San Diego […]

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Pureloan Launches Enterprise-Grade Advanced Mortgage Search Functionality at No Cost to California Home Buyers

PALO ALTO, Calif. /California Newswire/ — Pureloan.com is the first website to offer professional loan officer-level mortgage search functionality for both home loans and home refinancing to all interested shoppers. Other websites simply allow searches using basic fields like location, LTV, and credit score, but Pureloan performs searches on the exact fields being used by […]

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James Cha, Certified Tax Resolution Specialist from Ace Plus Tax Resolution, Advises Non-Filers to File Their Back Tax Returns ASAP

LOS ANGELES, Calif. /California Newswire/ — James Cha, a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, urges taxpayers to file their tax returns as soon as possible, even if they missed the tax deadline or can’t pay off, as they’re only increasing their tax bill by delaying. Originally published on CaliforniaNewswire.com — James […]

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NEW BOOK: Budgeting Doesn’t Have to Suck: For Young Adults Who Want More Money

LOS ANGELES, Calif. /California Newswire/ — “Budgeting Doesn’t Have to Suck: For Young Adults Who Want More Money” (ISBN: 978-0989196703) by Jim Miller is written for younger adults who need to put more money in their pocket now. Published by RMW Publishing, the tips inside this book are easy to digest and implement and an […]

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DocMagic and VirPack Announce Integration of Fintech Platforms

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that that it has integrated its eSign platform with VirPack to facilitate the seamless exchange of loan files and docs for compliant eSigning through DocMagic’s eSign platform. Originally published on CaliforniaNewswire.com — DocMagic […]

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PayneWest Insurance selects TrustLayer Compliance and Certificate Management Software to leverage next generation technology in their leading Compliance Service Practice

SAN FRANCISCO, Calif. /California Newswire/ — PayneWest Insurance, a leading insurance brokerage in the Pacific Northwest, today announced partnering with TrustLayer, Inc., the next generation solution for compliance tracking. PayneWest will leverage TrustLayer to expand value added services within their many Specialty Practices. Originally published on CaliforniaNewswire.com — PayneWest Insurance selects TrustLayer Compliance and Certificate […]

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Wendy Peel, VP at ReverseVision, Selected for a Most Powerful Women in Fintech Award by PROGRESS in Lending Association

SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading technology provider for the Home Equity Conversion Mortgage (HECM) and private reverse lending program market, today announced that company Vice President of Sales and Marketing Wendy Peel has been recognized as a Most Powerful Women in Fintech award honoree by PROGRESS in Lending Association. Originally published […]

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ReverseVision Partners with MBA to Articulate the Business Case for HECM Lending in September 10 Webinar

SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading Home Equity Conversion Mortgage (HECM) and private reverse lending platform, today announced it will co-host a webinar with the Mortgage Bankers Association (MBA) to dispense HECM myths and educate mortgage lenders on the business case for incorporating HECMS into their lending portfolio. Originally published on CaliforniaNewswire.com […]

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Digital Currency was in Computer Industry for Over 20 Years, says MTLabs, Inc.

NEWPORT BEACH, Calif. /California Newswire/ — CMTLabs, Inc. (Currency Method Tokenizing Labs) released information today revealing a digital currency was successfully in use “under the radar screen” within the computer industry for over 20 years. Originally published on CaliforniaNewswire.com — Digital Currency was in Computer Industry for Over 20 Years, says MTLabs, Inc.

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Uncertainty Due to Short-Notice FHFA Directive Amplifies Harm to Borrowers, according to MCT

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory firm, analyzed the potential effect of Wednesday’s fifty basis points worsening in prices paid by Fannie Mae and Freddie Mac for most mortgage refinances. Originally published on CaliforniaNewswire.com — Uncertainty Due to Short-Notice FHFA Directive Amplifies Harm to Borrowers, […]

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KROST Launches New PPP Loan Forgiveness Review Services for Borrowers and Lenders

PASADENA, Calif. /California Newswire/ — Award-winning tax, accounting, and consulting firm, KROST, announced the launch of their PPP Loan Forgiveness Application Review Service for both Borrowers and Lenders. The services are intended to aid both borrowers and lenders by taking on the burden of calculating forgiveness values. Originally published on CaliforniaNewswire.com — KROST Launches New […]

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MCT Fortifies Its Team of Mortgage Leaders Before 2020 Market Volatility

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it appointed two mortgage industry veterans in early 2020 which strengthen its support to the capital markets community during the worldwide pandemic and associated financial turbulence. Originally published on CaliforniaNewswire.com — MCT […]

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Perigee Fund Invests in Health-focused Charity, 2020 Mom, and Exec. Director Joins from Cigna

LOS ANGELES, Calif. /California Newswire/ — 2020 Mom has been awarded a significant multi-year capacity investment by the Perigee Fund, a philanthropic organization focused in supporting early parenting, so families can thrive. Originally published on CaliforniaNewswire.com — Perigee Fund Invests in Health-focused Charity, 2020 Mom, and Exec. Director Joins from Cigna

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DocMagic and Simplifile Team to Advance eClosing Adoption in Mortgage Industry

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced it has partnered with leading real estate document collaboration and recording technology provider Simplifile to deliver new process efficiencies that further digitize the closing process. Originally published on CaliforniaNewswire.com — DocMagic and Simplifile […]

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MortgageCountry Perfects the eClosing Process, Goes Live with DocMagic’s Custom-Configured Total eClose

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that MortgageCountry, a newly formed mortgage banker, has implemented its Total eClose platform and dynamic document preparation service. Originally published on CaliforniaNewswire.com — MortgageCountry Perfects the eClosing Process, Goes Live with DocMagic’s Custom-Configured […]

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Sasha Baluka Promoted to Partner at Bessolo Haworth, a Leading West Coast Tax, Accounting & Business Advisory Firm

SHERMAN OAKS, Calif. /California Newswire/ — Bessolo Haworth, a leading West Coast tax, accounting and business advisory firm, announces the promotion of Sasha Baluka to partner. Baluka will continue to manage some of the firm’s largest clients and will now also work with the firm’s partners to manage and lead the organization. Originally published on […]

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NotaryCam Founder Rick Triola Praises ALTA, MBA and NAR for Issuing Model RON Executive Order

NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam Founder and CEO Rick Triola today hailed the efforts of the American Land Title Association (ALTA), Mortgage Bankers Association (MBA) and National Association of Realtors (NAR) to provide guidance and standardization for states seeking to temporarily authorize the use of remote online notarization (RON) for real estate closings. […]

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So-Cal Startup Accelerator, Expert DOJO, Invests $1.2M in Diverse Startups this June

SANTA MONICA, Calif. /California Newswire/ — On June 3, 2020, Expert DOJO has announced that its current accelerator cohort has invested in 12 companies. Of 12 investments made, 9 are minority-led businesses, and of the same 12 investments, 4 have female founders. Originally published on CaliforniaNewswire.com — So-Cal Startup Accelerator, Expert DOJO, Invests $1.2M in […]

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ReverseVision Adds Carissa Orozco as Director of Business Development, Strategic Partners

SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading technology provider for the Home Equity Conversion Mortgage (HECM) and private reverse lending program market, today announced the appointment of Carissa Orozco as director of business development, strategic partners. Originally published on CaliforniaNewswire.com — ReverseVision Adds Carissa Orozco as Director of Business Development, Strategic Partners

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Quest Settlements’ Louis Masry Takes Role as President of the National Structured Settlements Trade Association (NSSTA)

WESTLAKE VILLAGE, Calif. /California Newswire/ — The National Structured Settlements Trade Association (NSSTA) has named Louis Masry as 2020-2021 President. Masry is a co-owner at Quest Settlements, where he serves as Principal and as a Senior Settlement Consultant. He has assumed the role of President from Michelle Caine, who completed her year in the role. […]

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Amid Ongoing Work-From-Home Requirements, DocMagic Provides its eSign Tech at No Cost to Boost Employee Productivity

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced it has made an agnostic version of its eSign technology available for free in order to help organizations increase productivity, efficiency and compliance among work-from-home employees during COVID-19 stay-at-home orders as well as […]

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Bank of Southern California, N.A. Funds More Than $487.8 Million in PPP Loans

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, announced today that it has funded more than $487.8 million in Paycheck Protection Program (PPP) loans. These results, as of 9:30 p.m. PDT on May 7, 2020, provided 1,940 local businesses affected by […]

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KROST CPAs Provides Much-Needed Help to Businesses Affected by the Economic Downturn Caused by the COVID-19 Pandemic

LOS ANGELES, Calif. /California Newswire/ — Los Angeles-based firm, KROST CPAs & Consultants, has launched several programs to assist businesses during the Coronavirus pandemic. Since April 2020, the firm has assisted hundreds of businesses and individuals through the development of COVID-19 resources. Originally published on CaliforniaNewswire.com — KROST CPAs Provides Much-Needed Help to Businesses Affected […]

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Bank of Southern California, N.A. and CalWest Bancorp Announce Changes to Merger Agreement

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL) and CalWest Bancorp (OTCBB: CALW), today announced that they have renegotiated the terms of their merger and have agreed to amend the initial Definitive Agreement announced on October 21, 2019 following shareholder meetings held on April 22, 2020. Originally published on […]

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Lead Generation Co, CIENCE, Debuts at 31/500 in The Financial Times 2020 Americas’ Fastest Growing Companies

SAN DIEGO, Calif. /California Newswire/ — The Financial Times announced the inaugural listing of the fastest-growing privately-held companies in the Americas, and lead generation company CIENCE Technologies placed No. 31 out of 500 companies measured. Originally published on CaliforniaNewswire.com — Lead Generation Co, CIENCE, Debuts at 31/500 in The Financial Times 2020 Americas’ Fastest Growing […]

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Nationwide Equities Taps ReverseVision Private Program Support to Launch ‘EquityPower’ Reverse Mortgage Program

SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced that Nationwide Equities Corporation (Nationwide Equities) has leveraged ReverseVision’s private product support to launch its own private reverse mortgage program, EquityPower. Originally published on CaliforniaNewswire.com — Nationwide Equities Taps […]

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Mortgage Quality Management and Research Adds Mortgage-Focused Social Media Monitoring Platform

LOS ANGELES, Calif. /California Newswire/ — Mortgage Quality Management and Research, LLC (MQMR) announced today that it has added ActiveComply, a social media monitoring platform, to its suite of audit, risk and compliance-focused solutions for financial institutions and independent mortgage lenders. Originally published on CaliforniaNewswire.com — Mortgage Quality Management and Research Adds Mortgage-Focused Social Media […]

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Tapcheck and PRO Resources Inc. Partner to Bring More Companies Early Wage Access

TARZANA, Calif. /California Newswire/ — Financial solutions company, Tapcheck, has announced its latest partnership with PRO Resources – a multi-state Professional Employer Group with over 30 years of experience. Originally published on CaliforniaNewswire.com — Tapcheck and PRO Resources Inc. Partner to Bring More Companies Early Wage Access

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MQMR Promotes Team: Mabel Lee to Head of Warehouse Due Diligence, Scott Weintraub to Lead Internal Audit Department

LOS ANGELES, Calif. /California Newswire/ — Mortgage Quality Management and Research, LLC (MQMR) announced today that it has promoted Mabel Lee to Warehouse Due Diligence Manager and hired Scott Weintraub as Internal Audit Manager. Originally published on CaliforniaNewswire.com — MQMR Promotes Team: Mabel Lee to Head of Warehouse Due Diligence, Scott Weintraub to Lead Internal […]

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NotaryCam CEO Rick Triola Named 2020 ‘Tech All-Star’ by Mortgage Bankers Association

NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced that its founder and CEO Rick Triola is one of the five mortgage technology innovators honored by the Mortgage Bankers Association (MBA) as a 2020 Tech All-Star. Originally published on CaliforniaNewswire.com — NotaryCam CEO […]

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EPIC Adds Nick Nelson as Senior VP, Property & Casualty in Rancho Cordova, Calif.

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Nick Nelson has joined the firm as Senior Vice President in their property and casualty practice based in Rancho Cordova, California office. Nelson will report to Kevin E. Harnetiaux, COO, Pacific […]

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HECM Innovator ReverseVision Names Mortgage Tech Veteran Joe Langner President

SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced the appointment of Joe Langner as president. Langner will lead the company to achieve its strategic vision of establishing HECM and private reverse mortgages as lending portfolio staples alongside […]

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Currency Notes Can Be Super Spreader of COVID-19 says HexGn Research

SAN FRANCISCO, Calif. /California Newswire/ — At a time when various governments and health bodies are still figuring out the different modes of transmission of novel coronavirus 2019, there are some spelled out precautions for which there is a universal consensus, says HexGn research. One of them is to avoid contact with the objects, people, […]

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EPIC Adds Wesley Carson as Senior VP in Sacramento, Expanding Employee Benefits Team

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Wesley Carson has joined the firm as a Senior Vice President, Employee Benefits in their Sacramento, California office. Originally published on CaliforniaNewswire.com — EPIC Adds Wesley Carson as Senior VP […]

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EPIC Adds Blake Chauvin as VP in Concord CA – Will Further Expand EPIC’s Risk Management Capabilities

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Blake Chauvin has joined the firm as a Producer in their Concord, California office. Originally published on CaliforniaNewswire.com — EPIC Adds Blake Chauvin as VP in Concord CA – Will […]

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KROST CPAs Kicks Off 2020 by Announcing Merger with BPE&H an Accountancy Corporation

PASADENA, Calif. /California Newswire/ — KROST CPAs and Consultants, a firm based out of Los Angeles, has merged in BPE&H out of Woodland Hills effective January 1, 2020. Seven principals will join the leadership team at KROST, including Scott Eisner, Martin Belak-Berger, Bob Price, Phil D’Amico, Scott Gilmore; and founding BPE&H principals Jerry Block and […]

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