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Tag Archives | CA Finance

Reinsurance Specialists and Founders of RBS Re Join EPIC Insurance as Part of Growing EPIC Reinsurance Unit

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the additions of Alex Soria, Tony Rodriguez, Randy Baker and Ken Knopp, a well-known and highly regarded team of Healthcare Reinsurance specialists, who spent nearly 20 years together as RBS Re […]

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The Mortgage Collaborative Adds Two New Board Members, Enjoys Record Attendance at Summer 2019 Conference

SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative (TMC), the mortgage industry’s only independent cooperative, today announced the addition of Kate deKay and Allison Johnston to their prestigious board of directors. Johnston and deKay were voted in Sunday, August 18, 2019, during the Lender Co-op board meeting, which took place in Nashville, Tennessee during […]

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DocMagic and INTEGRA Software Systems Announce Strategic Alliance for Mortgage Tech Solutions

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that INTEGRA Software Systems (INTEGRA) will offer the company’s document preparation solution to their client base via an integration with INTEGRA’s new LOS, EPIC. Originally published on CaliforniaNewswire.com — DocMagic and INTEGRA Software […]

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Bank of Southern California, NA Names Joel Ewan Senior Vice President, Credit Administration

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has announced the appointment of Joel Ewan as Senior Vice President, Credit Administration. In this newly created role, he will be responsible for managing, implementing, and evaluating credit policy initiatives as well as […]

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KROST CPAs & Consultants Named to Inside Public Accounting 2019 ‘Best of the Best’ and ‘Top 200 Firms’

PASADENA, Calif. /California Newswire/ — Inside Public Accounting (IPA) named KROST CPAs & Consultants and its affiliated tax consulting practice Best of the Best and Top 200 Firms for the fourth year in a row. The firm placed 109th on the prestigious top 200 list, a substantial leap from 157th in 2016 when it first […]

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EPIC Insurance Brokers & Consultants Acquires Trumark Insurance & Financial Services

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the acquisition of Trumark Insurance & Financial Services, a Pleasanton, CA-based Brokerage/General Agency specializing in the institutional financial advisory market. Originally published on CaliforniaNewswire.com — EPIC Insurance Brokers & Consultants Acquires […]

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MQMR Bolsters Exec Team with Addition of Mortgage Industry Veteran Stephen Sherman as COO

LOS ANGELES, Calif. /California Newswire/ — Mortgage Quality Management and Research, LLC (MQMR) announced today that seasoned mortgage and real estate professional Stephen Sherman has joined the firm as Chief Operating Officer. Sherman brings more than 30 years of experience in mortgage servicing, secondary marketing, warehouse lending, commercial real estate sales, corporate consulting and REO […]

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Justin Roscoe named AVP, Training Officer at Bank of Southern California, N.A.

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has named Justin Roscoe as Assistant Vice President, Training Officer. In this newly created role, he will lead all learning and development, and career pathing programs for the Bank. In addition, he will […]

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NotaryCam Applauds Texas for Eliminating Roadblock to Remote Notarized Real Estate Transactions

NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam(R) Founder and CEO Rick Triola today praised the Texas legislature for passing SB 2128, which will go into effect on September 1. The bill provides recording jurisdictions with additional clarity when conducting paper recordings of electronically executed documents. Originally published on CaliforniaNewswire.com — NotaryCam Applauds Texas for Eliminating […]

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Successful Repayment of $27M to EB-5 Investors in New Commercial Enterprise Managed by A&J Capital, Inc.

LOS ANGELES, Calif. /California Newswire/ — A&J Capital, Inc. (A&J), a financial services & advisory firm specializing in EB-5, private equity, and investment management, today announced its latest milestone of repaying $27 million of capital to EB-5 investors for one of its managed new commercial enterprises (NCE). A&J serves as a manager of the NCE […]

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Former IRS Exec, Mark Bodenstab, Joins KBKG as Director of Research and Development Tax Credits

PASADENA, Calif. /California Newswire/ — Nationwide tax specialty firm KBKG adds another former IRS manager to their team of experts. Mark Bodenstab joins as the firm’s Director of Research & Development Tax Credits with over 30 years combined at the IRS and in the private sector. Originally published on CaliforniaNewswire.com — Former IRS Exec, Mark […]

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ReverseVision Names Sunny Mahdii Vice President of Operations

SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced it has appointed Sunny Mahdii to the position of vice president of operations. In this role, Mahdii will work with ReverseVision’s professional services, training, implementation, document management and customer success teams […]

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Bank of Southern California, N.A. Names Ian McKay Managing Director

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has expanded its business development team with the hiring of Ian McKay as Managing Director of Business Banking. He will focus on developing and managing a portfolio of small to medium sized businesses […]

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Total Expert and ReverseVision Join Forces to Transform Reverse Mortgage Customer Journey

SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading provider of technology and training for the reverse mortgage industry, today announced a partnership with Total Expert, creator of the first marketing operation system (MOS) specifically for banks and mortgage lenders. The two companies have deployed an API integration that links the Total Expert MOS with […]

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EPIC Insurance Brokers adds Benefits Consultant Dennis Park in Irvine Calif.

IRVINE, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Dennis Park has joined the firm as Vice President, Employee Benefits. Originally published on CaliforniaNewswire.com — EPIC Insurance Brokers adds Benefits Consultant Dennis Park in Irvine Calif.

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Bank of Southern California, N.A. Names Robby Piper Senior Managing Director, Business Banking

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, is pleased to announce that Robby Piper has joined the company as Senior Managing Director, Business Banking. He will be responsible for expanding Bank of Southern California’s client base. Originally published on CaliforniaNewswire.com […]

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NotaryCam Having Banner Year in 2019, Citing Growing Adoption of Remote Online Closing

NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam(R), creator of remote online notarization (RON), acknowledged leader in online notarization and original provider of patented mortgage eClosing solutions, today announced it is extending its 2018 record growth to another unprecedented performance in 2019. Following a nearly 140 percent 2018 increase in new users, NotaryCam surpassed 200,000 users […]

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DocMagic and LendingPad LOS Integrate for Compliant Document Preparation and eSigning

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that it has completed an integration with cloud-based loan origination system (LOS) provider LendingPad from WEI Technology LLC, offering its document preparation services directly from within the LendingPad environment. Originally published on CaliforniaNewswire.com […]

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Fidelity National Financial Inc. (NYSE:FNF) Adds NotaryCam Remote Notarization Service to Online Closing Options

NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam(R), the pioneering leader in online notarization and the original provider of mortgage eClosing solutions, today announced that Fidelity National Financial (FNF), will allow the use of NotaryCam to deliver remote online notarization (RON) and remote online closing (ROC) capabilities to FNF’s network of direct title and settlement operations, […]

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Mary Grandy of EPIC Insurance Brokers Receives 2019 Joe Quigley Memorial Award

SACRAMENTO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC Sacramento-based Vice President of Property & Casualty, Mary Grandy, was the 2019 recipient of the Joe Quigley Memorial Award, conferred annually by the Construction Financial Management Association (CFMA). Originally published on […]

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EPIC’s Kevin Ach to Moderate Executive Session on Loss Prevention and Asset Protection at NRF Protect

ANAHEIM, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Kevin Ach, Vice President of Risk Assurance for EPIC’s Integrated Risk Solutions Practice will moderate the Executive Afternoon session on loss prevention at the National Retail Foundation’s “NRF Protect” Conference, June 11 […]

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Showbiz Tech from EXACTUALS Shows a Better Way to Pay: Insurance Industry Alert issued by EraNova Institute

LOS ANGELES, Calif. /California Newswire/ — Today the EraNova Institute issued a business alert: “Showbiz shows a better way to pay.” EraNova’s Director, Dick Samson, says, “For non-employees in entertainment and insurance, getting the money due you has often been a chore.” For decades complexity has been a sore spot in both industries, according to […]

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Mortgage Capital Trading (MCT) Launches Trade Auction Manager to Enable Electronic TBA MBS Trading

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has officially launched Trade Auction Manager(TM) (TAM) to enable more efficient bidding of TBA mortgage-backed securities used by lenders to hedge their open mortgage pipelines. The browser-based software module is accessible […]

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ReverseVision Launches New Tool to Help Originators and Consumers Compare HECM Loans with HELOCs, First- and Second-Lien Mortgages

SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) and senior lending industry, today announced the release of the Comparison Calculator within RV Sales Accelerator (RVSA). Originally published on CaliforniaNewswire.com — ReverseVision Launches New Tool to Help Originators and Consumers Compare HECM Loans […]

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Paragon Insurance Strengthens Wine Industry Operations with Promotion of Erik Kriens to Regional President in the West

SAN FRANCISCO, Calif. /California Newswire/ — Paragon Insurance Holdings LLC (“Paragon”), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced the promotion of Erik Kriens to Regional President. Kriens is based in Paragon’s San Francisco office and reports directly to Paragon CEO and Co-founder Ron Ganiats. Originally published on CaliforniaNewswire.com […]

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Bank of Southern California NA Names Mr. Sean Dlal Managing Director of Business Banking

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, is pleased to announce that Sean Dlal has joined the company as Managing Director of Business Banking in Del Mar. He will be responsible for expanding Bank of Southern California’s client […]

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MQMR Hires Mortgage Compliance Exec Jeff Christensen as Vice President of Sales

LOS ANGELES, Calif. /California Newswire/ — Mortgage Quality Management and Research, LLC (MQMR) announced today that it has hired Jeff Christensen as Vice President of Sales. In this role, Christensen will be responsible for leading sales, driving new business opportunities and expanding awareness of the MQMR brand in the market. Originally published on CaliforniaNewswire.com — […]

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BlackFin Group in Irvine CA Officially Launches Financial Services Consulting Practice

IRVINE, Calif. /California Newswire/ — BlackFin Group – a boutique-style consulting firm focused on mortgage banking and financial services – announced that it has formally launched operations with the goal of bringing a unique method to projects that drastically deviates from the way traditional consulting practices work with clients. Originally published on CaliforniaNewswire.com — BlackFin […]

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Bank of Southern California, N.A. Announces its Q1-2019 Results and Reports Growth Amidst Expansion

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) today reported results for the first quarter ended March 31, 2019. Total assets grew to $769 million for the first quarter of 2019, a 47% increase compared to the first quarter of 2018. Quarterly net income increased 72% to […]

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EPIC Insurance Brokers Acquires Book of Business of Brokers Insurance Mart, Inc. (BIM)

LIVERMORE, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it acquired in an asset sale the book of business of Brokers Insurance Mart, Inc. (BIM) on April 15, 2019. Originally published on CaliforniaNewswire.com — EPIC Insurance Brokers Acquires Book of Business […]

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NotaryCam and Milo Credit Team To Complete International Remote Online Closing Transaction

NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam(R), the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has partnered with Milo Credit to complete the lender’s first remote online closing (ROC) transaction. Originally published on CaliforniaNewswire.com — NotaryCam and Milo Credit Team To Complete International Remote Online Closing […]

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Mortgage Capital Trading (MCT) Bolsters Executive Management Team with Addition of Leslie Winick as Chief Strategy Officer

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Leslie Winick has joined the company as Chief Strategy Officer (CSO). In this newly created position, Ms. Winick will play an integral role in helping MCT hone its strategic direction, further increase […]

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At 2019 Retail Asset Protection Conference EPIC’s Kevin Ach and Walter Palmer to Present on Business Continuity and Theft

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Practice Leader Walter Palmer will facilitate a session on May 6 at Retail Asset Protection Conference and Vice President of Risk Assurance Kevin Ach will present on May 7 at the […]

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Absolute Trust Talk with Kirsten Howe: Tax Law Changes Impact Charitable Giving – Is Philanthropy Motivated by Tax Reasons Dead?

WALNUT CREEK, Calif. /California Newswire/ — Absolute Trust Talk, a monthly podcast released by Absolute Trust Counsel, recently sat down with Michael Crvarich, Vice President of Legacy Giving at the John Muir Health Foundation, to discuss how an individual’s core value system is the new driving force behind charitable giving. Originally published on CaliforniaNewswire.com — […]

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Bank of Southern California, N.A. Appoints Rick Beatty Vice President, Underwriter

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has named Rick Beatty Vice President, Underwriter. He will be responsible for structuring, analyzing and underwriting commercial credit for small to middle market companies as well as managing an existing portfolio […]

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Tiffany McClellan of EPIC to Present on Designing Benefits Plans at HRE Health and Benefits Leadership Conference

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Regional Director of Employee Benefits Tiffany McClellan, CEBS, will present at the Human Resource Executive (HRE) Health & Benefits Leadership Conference on Thursday, April 25 at 11:30 a.m. at the Aria […]

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Mortgage Capital Trading Reorganizes Sales Processes, Expands National Sales Team, and Forms Customer Success Group

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, today announced it has restructured the company’s internal sales processes, bolstered the sales team, and launched a Customer Success Group (CSG). Implementation of the changes pave the way for significant growth as the company […]

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Bank of Southern California NA Names Tony DiVita Chief Operating Officer

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has named Tony DiVita Executive Vice President, Chief Operating Officer. Mr. DiVita joined Bank of Southern California in 2011 and most recently held the position of Executive Vice President, Chief Banking […]

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Reconciled Expands with New Los Angeles Location providing Online Bookkeeping Services for Entrepreneurs

LOS ANGELES, Calif. /California Newswire/ — Reconciled is pleased to announce the opening of a new satellite office in Los Angeles. The online bookkeeping firm for entrepreneurs launched a L.A. office in partnership with local bookkeeping firm Logistis to expand services to entrepreneurs in the greater L.A. region. Originally published on CaliforniaNewswire.com — Reconciled Expands […]

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Bank of Southern California NA Names Gaylin Anderson to Chief Banking Officer

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has appointed Gaylin Anderson Executive Vice President, Chief Banking Officer. Mr. Anderson previously served as Executive Vice President, Market Executive, and was responsible for the bank’s growth within the newly added […]

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Bank of Southern California NA Extends Loan Facility to San Diego’s NTC Foundation

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCA), a community business bank headquartered in San Diego, Calif., announced today that it has extended a loan facility to the NTC Foundation, a San Diego-based non-profit organization focused on creating a destination for arts and culture at the former […]

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Bank of Southern California NA Appoints Ashley Lopez as Branch Managing Director in Carlsbad

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Ashley Lopez as Branch Managing Director for the company’s Carlsbad office. She will be responsible for expanding Bank of Southern California’s market presence by actively seeking […]

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Britt Haven of MQMR Receives Achievement Certification from the MBA’s Certified Mortgage Compliance Professional Program

LOS ANGELES, Calif. /California Newswire/ — Mortgage Quality Management and Research, LLC (MQMR) announced today that its National Account Executive Britt Haven has completed Level I of the Certified Mortgage Compliance Professional (CMCP) Certification and Designation program offered by the Mortgage Bankers Association (MBA). Originally published on CaliforniaNewswire.com — Britt Haven of MQMR Receives Achievement […]

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MCT CMO Ian Miller Named a 2019 ‘Top 40 Most Influential Mortgage Professionals Under 40’ by NMP

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT) a leading mortgage hedge advisory and secondary marketing software firm, announced that its Chief Marketing Officer, Ian Miller, was recognized by National Mortgage Professional Magazine’s (NMP) for his industry accomplishments, landing him on the 2019 ‘Top 40 Most Influential Mortgage Professionals Under 40’ list. […]

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The Mortgage Collaborative Adds 3 New Board Members, 45 Lender Members and Grows Attendance at 2019 Winter Conference

SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative, a fast-growing independent mortgage cooperative of banks, credit unions and mortgage bankers, continues growth initiatives by adding three new mortgage executives to its Board of Directors. The new board members were voted in at their bi-annual member conference held in Austin, Texas. Originally published on CaliforniaNewswire.com […]

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Bank of Southern California, N.A. Continues to Expand Its Business Development Team in Los Angeles

LOS ANGELES, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, is pleased to announce the expansion of its business development team in the Los Angeles market with the hiring of two seasoned banking professionals to support the company’s continued growth and […]

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Risk & Insurance Honors 8 of EPIC Brokers’ Consultants as 2019 Power Brokers

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Alexander Brown (Environmental), DeAnna Buck (Captives), Alexandra Forcucci (Real Estate), Maron Impagliazzo (Transportation), Matt Sears (Employee Benefits), and Neil Slattery (Retail) have been recognized as 2019 Power Brokers(R) by Risk […]

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PowerGuard Specialty Insurance Launches Residential Solar Protection Program for Dealers and Installers

IRVINE, Calif. /California Newswire/ — PowerGuard Specialty Insurance Services – a renewable energy program manager based in the United States – announced today the availability of a unique, first of its kind, insured full-system warranty for residential solar installations, including solar panels, wiring/leads and inverters. Originally published on CaliforniaNewswire.com — PowerGuard Specialty Insurance Launches Residential […]

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PowerGuard Specialty Insurance Launches Residential Solar Protection Program for Dealers and Installers

IRVINE, Calif. /California Newswire/ — PowerGuard Specialty Insurance Services – a renewable energy program manager based in the United States – announced today the availability of a unique, first of its kind, insured full-system warranty for residential solar installations, including solar panels, wiring/leads and inverters. Originally published on CaliforniaNewswire.com — PowerGuard Specialty Insurance Launches Residential […]

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Base Zero’s New Crypto Custody Keeps Financial Institutions Safe from Theft and Fraud

BERKELEY, Calif. /California Newswire/ — Multi-signature transaction authorization has become more secure and more convenient, thanks to Base Zero’s handheld signer devices. The devices work in combination with flexible security software that smoothly integrates with existing financial systems. Base Zero institutional crypto custody enables offline safekeeping of client crypto assets while maintaining 24/7 real-time asset […]

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Mortgage Capital Trading (MCT) Scores High Marks in Satisfaction, Lender Loyalty, and Functionality Effectiveness According to Recent Study by STRATMOR Group

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that the 2018 STRATMOR Technology Insight Study rated MCT as the leader in overall satisfaction, lender loyalty, and functionality effectiveness in the production pipeline hedging industry, according to survey respondents. Originally published on CaliforniaNewswire.com […]

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Bank of Southern California, NA Names Scott Yates as Regional Managing Director

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has expanded its business development team with the appointment of Scott Yates as Group Managing Director of Branch Sales and Deposit Origination. He will be responsible for leading the branch banking […]

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EPIC Holdings Inc. Finalizes its Acquisition of Integro USA

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Holdings, Inc. (‘EPIC’) today announced the closing of EPIC’s acquisition of Integro Holdings Inc. (substantially all of the U.S. operations of Integro Group Holdings). Please see our press release issued on December 17, 2018 that follows for more details and comments on the transaction. Originally published on CaliforniaNewswire.com […]

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Bank of Southern California, N.A. Names John E. Chung as Group Managing Director

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of John Chung as Group Managing Director of Business Banking. He will be responsible for leading the team’s impact of meeting the banking needs of small to […]

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NotaryCam Helps East Texas Title Complete Its First Remote Online Closing (ROC)

NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam(R), the pioneering and market leader in remote online notarization and mortgage eClosing solutions, today announced that East Texas Title has executed its first remote online closing (ROC(TM)) in Texas since the state’s remote online notarization law went into effect. The transaction, which was executed using NotaryCam’s eClose360(R) eClosing […]

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Fintech provider Cloudvirga closes 2018 with customers producing nearly $200B in loan volume, secures $50m in capital

IRVINE, Calif. /California Newswire/ — Cloudvirga(TM), a leading provider of digital mortgage software, closed the books on 2018 with a 54 percent year-over-year increase in mortgage loan volume processed through its intelligent Mortgage Platform(TM). The strong 2018 results topped a long list of achievements. Originally published on CaliforniaNewswire.com — Fintech provider Cloudvirga closes 2018 with […]

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EPIC Insurance Brokers and HR Hotlink Partner for the Benefit of CNCDA Members

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today a marketing and distribution agreement with HR Hotlink. Both firms are longtime valued partners of the California New Car Dealers Association (CNCDA). Originally published on CaliforniaNewswire.com — EPIC Insurance Brokers and HR […]

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Bank of Southern California, N.A. Names Bill Lamison VP, Underwriter

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has announced the appointment of Bill Lamison as Vice President, Underwriter. He will join the company’s established business banking team and will be responsible for structuring, analyzing and underwriting commercial credit for new […]

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Dan Sogorka, Former FNF/Black Knight executive joins Cloudvirga as chief revenue officer

IRVINE, Calif. /California Newswire/ — Cloudvirga, a leading provider of digital mortgage software, today announced the appointments of Dan Sogorka as chief revenue officer and Kelly Kucera as senior vice president of marketing. Sogorka, a seasoned mortgage technology executive, will drive Cloudvirga’s continued revenue growth and oversee the firm’s sales and marketing strategy with the […]

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EPIC Insurance Adds Blake Kirk as a Principal in San Francisco

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Blake Kirk has joined the firm’s operations in Northern California as a Senior Vice President and Principal. Originally published on CaliforniaNewswire.com — EPIC Insurance Adds Blake Kirk as a Principal in San Francisco

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Randy Pizer Joins EPIC Insurance Brokers in Orange County, Calif.

IRVINE, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants (‘EPIC’) announced today that risk management and insurance professional Randy Pizer has joined the firm’s operations in California as Vice President/Account Executive. Originally published on CaliforniaNewswire.com — Randy Pizer Joins EPIC Insurance Brokers in Orange County, Calif.

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Former Houzz and Drip leader, Ashley Lundquist, joins Cloudvirga as vice president of talent

IRVINE, Calif. /California Newswire/ — Cloudvirga, a leading provider of digital mortgage software, today announced the appointment of Ashley Lundquist as vice president of talent. Lundquist will oversee the firm’s initiatives to attract, develop and retain top technology talent as Cloudvirga rapidly expands its team. Originally published on CaliforniaNewswire.com — Former Houzz and Drip leader, […]

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The Mortgage Collaborative Adds 44 New Lender Members in 2018, Now Growing Staff to Serve 2019 Expansion

SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative (TMC), the mortgage industry’s only independent cooperative, today announced it added 44 new lender member companies in 2018, its strongest year ever for new member growth. To help support the significant growth of their network, TMC has also added Sarah Oldani and Jennifer Haning to their […]

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Bank of Southern California NA Names Lori Boucher VP Branch Manager, La Quinta Branch

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has named Lori Boucher Vice President, Branch Manager. She will be responsible for sales and service of both consumer and business relationships at Bank of Southern California’s La Quinta branch in […]

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SecurityNational Mortgage Corp. Implements Fully Paperless Closing Process Using DocMagic’s Total eClose Platform

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant and document preparation, regulatory compliance and comprehensive eMortgage services, and SecurityNational Mortgage Corporation (SNMC), an independent national mortgage banker, jointly announced that they successfully rolled out DocMagic’s comprehensive Total eClose(TM) platform. Originally published on CaliforniaNewswire.com — SecurityNational Mortgage Corp. Implements Fully Paperless Closing […]

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Bank of Southern California Adds Joshua Mello, Managing Director, in San Diego

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Joshua Mello as Managing Director. He will be responsible for developing and managing a portfolio of commercial clients in the greater San Diego region. Originally published […]

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EPIC Holdings to Acquire Integro Holdings Inc.

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Holdings, Inc. today announced an agreement to acquire Integro Holdings Inc., which houses substantially all of the U.S. operations of Integro Group Holdings, LP. Founded in 2005, Integro has built a highly successful specialty insurance brokerage and consulting business in the U.S. with revenue in excess of $150 […]

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In Virginia, NotaryCam & Stewart Title Execute First Complete Purchase and Sale Mortgage Transaction via Remote Online Closing

NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam(R), the leader in online notarization and the original provider of mortgage eClosing solutions, today announced it has completed the first remote online closing (ROC) for a purchase and sale transaction in Virginia in conjunction with Stewart Title(R). Originally published on CaliforniaNewswire.com — In Virginia, NotaryCam & Stewart Title […]

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Tim Von Kaenel, Former loanDepot executive joins Cloudvirga as chief product officer

IRVINE, Calif. /California Newswire/ — Cloudvirga(TM), a leading provider of digital mortgage software, announced it has appointed Tim Von Kaenel to the role of chief product officer. In this role, Von Kaenel will oversee product strategy, design and go-to-market planning for Cloudvirga’s growing suite of digital mortgage point-of-sale products. Von Kaenel will report to Cloudvirga […]

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Bank of Southern California, N.A. Hires Pamela Marble as Managing Director in Orange County CA

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Pamela Marble as Managing Director in Orange County. In this role, she will be responsible for business development and client relationship management. Originally published on CaliforniaNewswire.com […]

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Bank of Southern California NA Opens West Los Angeles Office, Fifth In County

LOS ANGELES, Calif. /California Newswire/ — Bank of Southern California, N.A. ( OTC Pink: BCAL / OTCMKTS:BCAL ), a community business bank headquartered in San Diego, Calif., is pleased to announce its continued expansion in Los Angeles with the opening of a new production office in West Los Angeles. Originally published on CaliforniaNewswire.com — Bank […]

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EPIC Insurance’s David McNeil Named 2018 ‘Broker of Excellence’ by CalMutuals Joint Powers Risk & Insurance Management Authority

ONTARIO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants (“EPIC”), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as a 2018 Broker of Excellence by The California Association of Mutual Water Companies – Joint Powers Risk & Insurance Management […]

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Cloudvirga taps former Altisource CTO James Vinci as Executive VP of Technology

IRVINE, Calif. /California Newswire/ — Cloudvirga(TM), a leading provider of digital mortgage software, today announced that mortgage industry veteran James Vinci has been selected to fill the firm’s newly created executive vice president of technology position. In this role, Vinci will execute Cloudvirga’s technical vision, oversee initiatives to strengthen developer talent and collaborate across departments […]

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EPIC Insurance Buys Direct Retail Wine Industry Business From Paragon

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the purchase of a retail wine industry book of business from Managing General Agency (MGA) Paragon Insurance Holdings LLC. The accounts in question came to Paragon in the fall of 2017 when […]

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Paragon Insurance Holdings LLC to Sell its Direct Retail Wine Industry Business

SAN FRANCISCO, Calif. /California Newswire/ — Paragon Insurance Holdings LLC today announced the sale of the firm’s direct retail wine industry business to retail insurance broker EPIC Insurance Brokers & Consultants. The accounts in question came to Paragon in the fall of 2017 when they purchased wine industry specialist John Sutak Insurance Brokers, along with […]

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MCT Inc. Hires Rhiannon Bolen as Regional Sales Manager to Satisfy Increasing Demand for its Product and Service Offerings

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Rhiannon Bolen has joined the company’s sales team as one of its Regional Sales Managers and will be responsible for overseeing the Southern territory. Originally published on CaliforniaNewswire.com — MCT Inc. Hires […]

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Former Roostify exec Jesse Decker joins Cloudvirga as chief customer success officer

IRVINE, Calif. /California Newswire/ — Cloudvirga, a leading provider of digital mortgage software, today announced the appointment of Jesse Decker to the role of chief customer success officer. Decker will lead the company’s customer success division and work collaboratively with its product development and marketing teams to help leading mortgage lenders leverage the full potential […]

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Bank of Southern California, N.A. Announces its Q3-2018 Financial Results (BCAL)

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL) announced quarterly net income of $874,988 for the third quarter of 2018, compared to $1,088,043 for the third quarter of 2017. For the nine months ended September 30, 2018, net income was $3,253,441, compared to $2,830,295 for the nine months ended […]

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For U.S. Veterans and Service Members, NotaryCam again Offers Complimentary Notarizations Honoring 2018 Veterans Day

NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam(R) today announced it would offer free remote online notarization (RON) sessions to United States veterans and current service members in honor of Veterans Day as part of its semi-annual “Help a Hero” initiative. From Friday, November 9 through Monday, November 12, active duty and retired service members can […]

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Matic Insurance Services & LendingQB Partner to Solve Mortgage Delays Caused by Homeowner’s Insurance

SHERMAN OAKS, Calif. /California Newswire/ — Matic Insurance Services, a digital insurance agency that enables borrowers to purchase homeowner’s insurance during the home-buying transaction, today announced a new partnership with LendingQB, a provider of “lean lending” loan origination technology. Matic announced the news as part of a live demonstration at San Francisco’s Digital Mortgage Conference. […]

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HousingWire Honors DocMagic’s Mike Zarrilli with 2017 Insiders Award

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that its head of operations, Mike Zarrilli, has been named to HousingWire’s Insiders Award list for 2017. NOTICE: The news story HousingWire Honors DocMagic’s Mike Zarrilli with 2017 Insiders Award appeared on and […]

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Qualia Integrated with Fidelity National Title Group AgentTRAX System for Title Services

SAN FRANCISCO, Calif. /California Newswire/ — Qualia, the fastest growing provider of title settlement software, announced it has integrated the agentTRAX portal from Fidelity National Title Group (NYSE:FNF) into its settlement platform. Through this integration, Chicago Title, Commonwealth Land Title and Fidelity National Title agents can issue Closing Protection Letters (CPLs) and generate policy jackets […]

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Second Annual ReverseVision’s User Conference Draws Newcomers to Reverse Mortgage Industry

SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, drew a record crowd of reverse mortgage lenders, brokers and industry newcomers to its second annual user conference February 8-10 at the Hilton San Diego Mission Bay Resort and Spa. The news story Second Annual ReverseVision’s […]

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Reverse Mortgage Innovator, ReverseVision Named to HousingWire’s HW TECH100 for Second Time

SAN DIEGO, Calif. /California Newswire — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced it has been named to HousingWire’s HW TECH100(TM) list of the housing economy’s most innovative technology companies for a second time. Previously recognized in 2015, ReverseVision is the only reverse mortgage loan origination software […]

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Corporate Partner Geoffrey Perusse joins VLP Law Group Team

PALO ALTO, Calif. /California Newswire/ — VLP Law Group LLP is pleased to announce that Geoffrey Perusse has joined the firm’s Corporate Practice Group as a partner based in the San Francisco Bay Area. Mr. Perusse will chair the firm’s Private Funds and Investment Management Group. The post Corporate Partner Geoffrey Perusse joins VLP Law […]

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Calif. Assembly Speaker Rendon Statement on Cap and Trade Spending Plan

SACRAMENTO, Calif. /California Newswire/ — Calif. Assembly Speaker Anthony Rendon (D-Paramount) released the following statement regarding a cap and trade spending plan: “A responsible cap and trade spending plan will be approved by the Legislature this year. “Keeping cap and trade funds bottled up isn’t going to reduce the harm caused by greenhouse gas emissions, […]

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New American Funding Builds Out 47-State Reverse Mortgage Op with ReverseVision RVX

SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, is pleased to announce that Tustin, California-based national mortgage lender New American Funding is expanding its reverse mortgage lending operation to 47 states using the RV Exchange (RVX) loan origination software (LOS). The post New American […]

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