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Tag Archives | CA Finance

Black Knight Inc.’s Empower Loan Origination Platform Now Integrated with DocMagic

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of loan document generation, compliance support and comprehensive eMortgage services, announced an integration with Empower, Black Knight’s loan origination system (LOS), to help automate the DocMagic document generation process for lenders and provide access to additional DocMagic services. Originally published on CaliforniaNewswire.com — Black Knight […]

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Mortgage Coach names Suzanne Duniphin to VP, Customer Experience and David Bowser to VP, Customer Engagement

IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the advancement of two of its department directors to vice president-level positions. Suzanne Duniphin was promoted from director of eLearning to VP, customer experience, and David Bowser […]

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New MCTlive! Mortgage Lock Volume Indices to help all industry participants better understand key trends in the mortgage industry

SAN DIEGO, Calif. /California Newswire/ — MCT®, the leading pipeline hedge advisory in the residential mortgage industry, is pleased to announce the introduction of new MCTlive! Mortgage Lock Volume Indices to help all industry participants better understand key trends in the mortgage industry. Originally published on CaliforniaNewswire.com — New MCTlive! Mortgage Lock Volume Indices to […]

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Centier Bank Leverages DocMagic eVault Fintech to Accept and Manage eNotes

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of compliant loan document generation, automated regulatory compliance and comprehensive eMortgage services, announced that Indiana-based Centier Bank is now equipped to receive eNotes from their warehouse clients through DocMagic’s eVault solution. The move positions Centier to secure more business as mortgage bankers increasingly adopt eClosing […]

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EPIC Welcomes Paul Lopez to its Entertainment & Sports Practice in California

IRVINE, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Paul Lopez has joined its Entertainment & Sports practice as a principal. He joins as part of the Los Angeles team and will be based in Irvine, California. Originally published on […]

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Frontera Group, Inc. Acquires Portion of Intellimedia Network, Inc.’s Immersive Technology IP

LOS ANGELES, Calif. /California Newswire/ — Intellimedia Networks, Inc., a Los Angeles based immersive solutions technology company, today announced that certain of its IP has been acquired by Frontera Group, Inc. (OTC Pink: FRTG) (“Frontera” or “the Company”), a Dallas, Texas based technology-focused strategic acquirer of revenue-generating companies and intellectual property (IP), as part of […]

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Legacy Launch Pad Announces Book, ‘The Millionairess Mentality’ About Wealth Creation For Women

LOS ANGELES, Calif. /California Newswire/ — Legacy Launch Pad Publishing is releasing “The Millionairess Mentality: A Professional Woman’s Guide to Building Wealth Through Real Estate” (ISBN: 978-1956955286), a real estate investment book for women written by Tamar Hermes. Originally published on CaliforniaNewswire.com — Legacy Launch Pad Announces Book, ‘The Millionairess Mentality’ About Wealth Creation For […]

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Logix Federal Credit Union selects Mortgage Coach to enhance its mortgage advisory service

IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Logix Federal Credit Union (Logix) has rolled out Mortgage Coach to enhance the mortgage advisory service it provides to members. Originally published on CaliforniaNewswire.com — […]

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HW Tech100 Mortgage 2022 Award Honors MCT As Leader In Innovation

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, was announced as a 2022 HousingWire Tech100 Mortgage Winner. The Tech100 Mortgage Award spotlights innovators that are making the housing sector better and more sustainable by increasing efficiency, improving borrower experience and bringing elasticity to […]

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EPIC Welcomes Shelley Yim to grow risk management and California Winery Practice

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC’s leadership to focus on continuing to grow the firm’s footprint with large complex Risk Management clients along with helping lead EPIC’s burgeoning Winery Practice. Originally published on CaliforniaNewswire.com — EPIC Welcomes Shelley Yim […]

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Apocalyptic Apes Swings into Action to Bring Web 2.0 to Web 3.0 One NFT at a Time

LOS ANGELES, Calif. /California Newswire/ — The non-fungible token (NFT) market is changing the way some big companies and major products get exposure. And, Apocalyptic Apes is a unique collection of 8,800 post-apocalypse themed chimp NFTs on the Ethereum platform. They’re available on the company’s website, and OpenSea, the world’s first and largest NFT marketplace. […]

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NotaryCam reaches 1 million remote online notarization transactions milestone

NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam®, a Stewart-owned company and a pioneering provider of remote online notarization and identity verification/authentication technology for real estate and legal transactions, today announced it has performed more than 1 million successful remote online notarization (RON) transactions. Since 2012, NotaryCam has facilitated transactions for Fortune 500 companies, banks, mortgage […]

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KROST CPAs Recognized by Los Angeles Business Journal as among Top Accounting Firms in L.A. for 2022

PASADENA, Calif. /California Newswire/ — KROST was recognized as one of Los Angeles Business Journals’ Top 100 Accounting Firms in Los Angeles County, with 78% growth in revenue between 2020 and 2019, the firm is ranked 22nd on the list. KROST received this recognition during the Los Angeles Business Journal’s Disruptor Awards virtual event. Originally […]

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EPIC Expands into financial planning and insurance services to medical and dental professionals with acquisition of Treloar & Heisel

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants announced today that it has acquired Treloar & Heisel located in New Castle, Pennsylvania. The strategic decision expands the offerings of financial planning and insurance services to medical and dental professionals. Originally published on CaliforniaNewswire.com — EPIC Expands into financial planning and insurance services […]

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Mortgage Coach and ReverseVision to help consumers compare ‘forward’ and reverse mortgage financing options

IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an integration with ReverseVision, a subsidiary of Constellation Mortgage Solutions, Inc., the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales […]

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Mortgage risk management leader, MCT, names Ben Itkin National Sales Director

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales and centralized lock desk services, announced today that Ben Itkin has been appointed the new National Sales Director. Originally published on CaliforniaNewswire.com — Mortgage risk management leader, MCT, names […]

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National Auto Coverage (NAC) Auto Warranty Administrator Helps Protect Auto Consumers from Frauds and Scams

TUSTIN, Calif. /California Newswire/ — National Auto Coverage (NAC) is a seasoned Auto Warranty Provider that has recently opened its doors to the public after becoming an Administrator. As the Administrator of your policy we create, and handle all aspects of your policy including claims! This allows us to maintain control over our policies to […]

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Nancy Pfund, Pioneering Leader in Impact Investing, Named 2022 Financial Woman of the Year

SAN FRANCISCO, Calif. /California Newswire/ — Financial Women of San Francisco (FWSF) today named Nancy Pfund, the Founder and Managing Partner of DBL Partners, as the FWSF 2022 Financial Woman of the Year. DBL Partners is one of the first venture capital firms to bring impact investing into the mainstream. Nancy and her colleagues launched […]

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MCTlive! Integrates with Fannie Mae Connect Whole Loan Purchase Advice Seller API

SAN DIEGO, Calif. /California Newswire/ — MCT’s award-winning capital markets platform, MCTlive!, is now integrated with the Fannie Mae Connect™ Whole Loan Purchase Advice Seller API. This API connection allows MCT Mark-to-Market and Hedge Accounting Reports to be updated with Fannie Mae purchase data instantly, instead of waiting to run reports through a Loan Origination […]

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DocMagic Named One of the Top 100 Most Innovative Mortgage Companies for 2022

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of compliant loan document generation, automated regulatory compliance and comprehensive eMortgage services, announced that it earned a spot on HousingWire’s coveted 2022 Tech100 list for the ninth straight year. Originally published on CaliforniaNewswire.com — DocMagic Named One of the Top 100 Most Innovative Mortgage Companies […]

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Nomis Solutions announces strategic alliance with edtech non-profit Moneythink

SAN FRANCISCO, Calif. /California Newswire/ — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, today announced it has established a philanthropic partnership with Moneythink, a national ed-tech nonprofit. Through the partnership, Nomis has pledged to make annual investments in the Moneythink platform and advise Moneythink on ways it can further empower […]

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Mortgage Coach enhances integration with Surefire to support mortgage lenders, helping convert borrowers at scale

IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an enhanced integration with Surefire, Black Knight’s customer relationship management (CRM) and marketing automation software designed specifically for the mortgage lending industry. Originally published on CaliforniaNewswire.com […]

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EPIC Insurance Brokers’ Private Client Practice Appoints Steve Nelson as Chief Growth Officer

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants (EPIC), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice. Originally published on CaliforniaNewswire.com — EPIC Insurance Brokers’ Private Client Practice Appoints Steve Nelson as Chief Growth Officer

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Spring EQ Offers Home Equity Products to Brokers in the Lender Price Marketplace

PASADENA, Calif. /California Newswire/ — Lender Price, a provider of mortgage loan pricing and origination technology, announced today that Spring EQ has joined the Lender Price Marketplace as the first home equity loan lender on the platform. Spring EQ, headquartered in Philadelphia, is one of the nation’s largest lenders of home equity products. Originally published […]

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Mortgage Coach and NAMMBA expand partnership to grow diversity, equity and inclusion in housing finance

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, has expanded its relationship with the National Association of Minority Mortgage Bankers of America (NAMMBA). Originally published on CaliforniaNewswire.com — Mortgage Coach and NAMMBA expand partnership to grow […]

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EPIC Adds Joseph Freeman to Lead West Region Loss Control Team in Los Angeles

LOS ANGELES, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Joseph Freeman has joined the firm as Managing Principal. He will be based in Los Angeles. Originally published on CaliforniaNewswire.com — EPIC Adds Joseph Freeman to Lead West Region Loss […]

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ReverseVision adds Marketing Expert Scott Shepherd to Help Elevate Brand

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 seasoned marketing executive Scott Shepherd has joined the company to head its marketing efforts. As head of marketing, he oversees ReverseVision’s marketing department and is responsible for the […]

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Mortgage Coach, a borrower conversion platform, unveils redesigned website

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, has announced the launch of a newly designed website. The website redesign offers visitors an enhanced user experience featuring immersive brand exploration opportunities and an enriched library of […]

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TMC Emerging Technology Fund LP recently participated in a $38M Series C investment round for AI Software, LLC dba Capacity

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 $38M Series C investment round for AI Software, LLC dba Capacity. Capacity is an AI-powered support automation platform. Originally published […]

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KROST CPAs in Los Angeles Posts Record Year of M&A Advisory in 2021, Expects Trend to Continue in 2022

LOS ANGELES, Calif. /California Newswire/ — KROST CPAs and Consultants reported a record year of M&A advisory work in 2021 and expects to remain equally busy in 2022. “We were involved in 21 buy-side and sell-side transactions in 2021,” said Paren Knadjian, Head of M&A and Capital Markets at KROST. Originally published on CaliforniaNewswire.com — […]

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ReverseVision Announces Hiring of Mortgage Industry Veteran Steve Butler as Director of Business Development

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 long-time mortgage professional Steve Butler to the company’s sales team, who brings more than 35 years of experience to the company. ReverseVision has been adding resources […]

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Nomis Solutions Names Fintech Veteran George Neal as Chief Product Officer, Promotes Prashant Balepur to SVP, Corporate Strategy

SAN FRANCISCO, Calif. /California Newswire/ — Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, recently announced the appointment of George Neal as chief product officer. In this role, Neal will oversee strategy and development for new and existing products across all Nomis industry verticals. Originally published on CaliforniaNewswire.com — Nomis Solutions […]

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KJ Stephens Joins EPIC to Further Expand Employee Benefits Practice in California

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers & Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that KJ Stephens has joined the firm as Vice President within its Employee Benefits Practice. Originally published on CaliforniaNewswire.com — KJ Stephens Joins EPIC to Further Expand Employee Benefits Practice […]

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Trust Lending Leverages ReverseVision Fintech Platform to Grow Reverse Mortgage Wholesale Business

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 Trust Lending, a national mortgage banker, has gone live with ReverseVision’s Exchange (RVX) platform for its wholesale lending channel. The platform helped Trust Lending springboard its wholesale channel […]

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EPIC has acquired Oversea Insurance Agency trading as Oversea Yacht Insurance – Continues Expansion of its Specialty Offerings

SAN FRANCISCO, Calif. /California Newswire/ — Edgewood Partners Insurance Center d.b.a. EPIC Insurance Brokers & Consultants (EPIC) announced today that it has acquired Oversea Insurance Agency trading as Oversea Yacht Insurance (Oversea). Oversea is based in San Diego, CA and Ft Lauderdale, FL. Originally published on CaliforniaNewswire.com — EPIC has acquired Oversea Insurance Agency trading […]

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Mortgage Coach promotes Jacob Gibbs to VP of Technology and Shannon Baldwin to VP of Marketing

IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the promotion of two of its department directors to vice president-level positions. Jacob Gibbs was promoted from Director of Technology to VP, Technology, and Shannon Baldwin was […]

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Galway Holdings acquires Simatree, adding transformational digital and analytics solutions

SAN FRANCISCO, Calif. /California Newswire/ — Galway Holdings (“Galway”) today announced its acquisition of Virginia-based Simatree, a strategic advisory firm specializing in data, analytics, technology consultation and digital transformation. Fast-growing, Simatree has won multiple awards for its innovative and transformational digital and analytics solutions, founded by Patrick McCreesh, Wes Flores and Jay Williams, former NBA […]

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PROGRESS in Lending Recognizes DocMagic’s Michael Morford with 2021 Tech Thought Leader Award

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that Michael Morford, Director of Product Development, was selected as a 2021 Tech Thought Leader by PROGRESS in Lending Association. Originally published on CaliforniaNewswire.com — PROGRESS in Lending Recognizes DocMagic’s Michael Morford with […]

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Lender Price and Blend Launch Integration to Enhance User Experience for Digital Lending Processes

PASADENA, Calif. /California Newswire/ — Lender Price and Blend have partnered to provide an enhanced digital experience for both financial services firms and consumers. The integration couples Blend with Lender Price’s FLEX Pricing product via APIs to provide custom pricing questions that will help match a consumer to the appropriate loan program and rate. Originally […]

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Fintech Company, Mortgage Coach, integrates with ICE Mortgage Technology enabling accurate loan comparisons

IRVINE, Calif. /California Newswire/ — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an advanced integration with ICE Mortgage Technology™, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology and market infrastructure. Originally published […]

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Mortgage Coach COO Kelli Hodges honored with National Mortgage Pro’s 2021 Mortgage Lending’s Women of Inspiration award

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 that chief operations officer (COO) Kelli Hodges has been named a 2021 Mortgage Lending’s Women of Inspiration award recipient by National Mortgage Professional Magazine. Originally published […]

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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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