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Tag Archives | CA Finance

Awair Announces Strategic Investment from Emerson (NYSE: EMR)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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DocMagic and VirPack Announce Integration of Fintech Platforms

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

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

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

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

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

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

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

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

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

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

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

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

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

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MCT Fortifies Its Team of Mortgage Leaders Before 2020 Market Volatility

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

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

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

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DocMagic and Simplifile Team to Advance eClosing Adoption in Mortgage Industry

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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HECM Innovator ReverseVision Names Mortgage Tech Veteran Joe Langner President

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

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

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

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

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

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

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

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

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

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EPIC Welcomes Kevin Melvin as Director of the firm’s Southeast Charter School Practice

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kevin Melvin has joined the firm as Director of the firm’s Southeast Charter School Practice. Originally published on CaliforniaNewswire.com — EPIC Welcomes Kevin Melvin as Director of the firm’s Southeast […]

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Best Financial Life Launches Deliberate Money Moves Podcast with Six Episodes Focusing on Topics That Build a Foundation on Eliminating Financial Anxiety

DANVILLE, Calif. /California Newswire/ — Greater East Bay financial planning firm Best Financial Life announces the launch of the Deliberate Money Moves podcast. Deliberate Money Moves was developed as a new avenue to educate clients and prospects on a wide variety of money and financial wellness topics so they can discover how to make better, […]

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EPIC Insurance Brokers & Consultants Launches New National Specialty Practice: Asset Lifecycle Management

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers & Consultants announced today the launch of a national specialty practice, Asset Lifecycle Management, providing risk consulting and risk transfer solutions focused on clinical and electronic equipment. Large healthcare systems, major universities, and financial institutions rely on electronic equipment to conduct daily operations. Originally published on […]

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OptifiNow Leverages ReverseVision’s RV Exchange to Streamline Reverse Loan Origination at Open Mortgage

SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced their recently released Loan Import API has been leveraged by OptifiNow for mutual lender client Open Mortgage. Originally published on CaliforniaNewswire.com — OptifiNow Leverages ReverseVision’s RV Exchange to Streamline […]

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The Mortgage Collaborative Partners with Mortgage Guaranty Insurance Company (MGIC)

SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative (TMC), the mortgage industry’s only independent cooperative, is pleased to announce it has signed an agreement with Mortgage Guaranty Insurance Company (MGIC) to be the newest addition to join its Preferred Partner Network. Originally published on CaliforniaNewswire.com — The Mortgage Collaborative Partners with Mortgage Guaranty Insurance […]

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NotaryCam CEO Rick Triola Praises Florida for Continuing Remote Online Notarization Legalization and Advancement

NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam Founder and CEO Rick Triola today applauded the Florida legislature for passing HB 409, which went into effect on January 1, 2020. The bill authorizes online notarizations and specifies requirements and standards for performance of such online notarizations. Originally published on CaliforniaNewswire.com — NotaryCam CEO Rick Triola Praises […]

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Frenkel & Company Completes Transition to the EPIC Brand

SAN FRANCISCO, Calif. /California Newswire/ — Edgewood Partners Insurance Center, which operates as EPIC Insurance Brokers and Consultants (EPIC), announced today that Frenkel & Company, acquired by EPIC in November 2017, has completed their adoption of the EPIC Insurance Brokers & Consultants name and brand. Originally published on CaliforniaNewswire.com — Frenkel & Company Completes Transition […]

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NotaryCam Approved to Provide eNotary, RON Services for Michigan State’s Notaries

NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has been approved by the Michigan Department of State to provide both eNotary and remote online notarization (RON) services to the more than 113,000 notaries public registered in the state. Originally […]

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EPIC welcomes Lisa Huscher as a Sales Executive, as Part of its LEAP Program

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Lisa Huscher has joined the firm as a sales executive through their LEAP sales development program. Originally published on CaliforniaNewswire.com — EPIC welcomes Lisa Huscher as a Sales Executive, as […]

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JLA Trust: Lifting People with Disabilities Out of Poverty, JLA Pooled Trust Hits $5M in Beneficiary Assets

LOS ANGELES, Calif. /California Newswire/ — In recognition of the highly impactful, life-changing work provided to people with disabilities in the region, the Jewish Community Foundation of Los Angeles (The Foundation) has awarded Jewish Los Angeles Special Needs Trust & Services (JLA Trust) with a three-year, $250,000 Next Stage Grant. Originally published on CaliforniaNewswire.com — […]

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Bank of Southern California, NA (OTC:BCAL) Completes Capital Offering and Plans to Form Holding Company

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS: BCAL), a community business bank headquartered in San Diego, announced today the successful completion of a capital raise of approximately $12 million through the issuance of common stock in a private placement to institutional and accredited individual investors at […]

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Juniper Labs Announces Open Data Set for Commercial Insurance Launch at Plug and Play Winter Summit

SUNNYVALE, Calif. /California Newswire/ — Automated underwriting insurtech Juniper Labs today announced that it is launching the first ever open-sourced data set purpose built for commercial insurance. Juniper Labs plans to release over 40 million business records it acquired to train its underwriting models for anyone to use. Originally published on CaliforniaNewswire.com — Juniper Labs […]

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Raylene Chiarizzio has joined EPIC as Senior VP of the firm’s Southwest Risk Management Practice

LOS ANGELES, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants (“EPIC”), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Raylene Chiarizzio has joined the firm as Senior Vice President of the firm’s Southwest Risk Management Practice. Originally published on CaliforniaNewswire.com — Raylene Chiarizzio has joined EPIC as Senior […]

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EPIC adds David Thoke to its Risk Management operations 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 David Thoke has joined the firm as Managing Principal of the firm’s Southwest Risk Management Practice. Originally published on CaliforniaNewswire.com — EPIC adds David Thoke to its Risk Management operations […]

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BobbiJo DeNofa joins the EPIC Risk Management 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 BobbiJo DeNofa has joined the firm as Managing Principal of the firm’s Southwest Risk Management Practice. Originally published on CaliforniaNewswire.com — BobbiJo DeNofa joins the EPIC Risk Management team in […]

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Black Knight Inc. Joins The Mortgage Collaborative (TMC) Preferred Partner Network

SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative (TMC), the mortgage industry’s only independent cooperative, today announced that Black Knight, Inc. (NYSE:BKI), a leading provider of mortgage software, data and analytics solutions, has been added to its Preferred Partner network. Originally published on CaliforniaNewswire.com — Black Knight Inc. Joins The Mortgage Collaborative (TMC) Preferred […]

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EPIC Adds Scott Weiss as Principal – Strengthens its Risk Management Operations in California

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Scott Weiss has joined the firm as a Principal in their Risk Management Practice. Originally published on CaliforniaNewswire.com — EPIC Adds Scott Weiss as Principal – Strengthens its Risk Management […]

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Kelly Geary of EPIC Insurance Brokers Named National Executive Risk and Cyber Practice Leader

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Kelly Geary has been named National Executive Risk & Cyber Practice Leader. Geary and her team bring deep knowledge and expertise in Cyber and Executive Risk to EPIC and their clients […]

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EPIC’s Betsey Brewer honored with 2019 Ramsden/Sullivan Memorial Award from the Independent Insurance Brokers and Agents of California

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Betsey L. Brewer, CPCU was honored recently with the distinguished Ramsden/Sullivan Memorial Award. Originally published on CaliforniaNewswire.com — EPIC’s Betsey Brewer honored with 2019 Ramsden/Sullivan Memorial Award from the Independent Insurance […]

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New YouTube Channel, ‘Dr. Nevine Carmelle TV’ Spotlights Financial and Real Estate Problems and Solutions

IRVINE, Calif. /California Newswire/ — Dr. Nevine Carmelle, PhD is excited to announce the launch of her new YouTube channel – “The Dr. Nevine Carmelle TV Show.” After receiving numerous questions pertaining to tax problems and the law via phone calls and emails, she thought it would be a good idea to launch a channel […]

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Bank of Southern California, N.A. Names Troy Perry Managing Director, Business Banking in L.A. Area

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 Troy Perry has joined the company as Managing Director of Business Banking. He will be responsible for broadening Bank of Southern California’s market presence by actively seeking new […]

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DocMagic Holds Highest Market Share in Document Generation in STRATMOR Group’s 2019 Study

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that its Total eClose(TM) platform is the eClosing leader based on market share, overall satisfaction and lender loyalty in STRATMOR Group’s 2019 Mortgage Technology Insight Study. Originally published on CaliforniaNewswire.com — DocMagic Holds […]

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Tom Mackey of EPIC Insurance Brokers Recognized as 2019 ‘Young Gun’ by Insurance Business America

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Tom Mackey, Risk Management Consultant has been named a 2019 Insurance Industry “Young Gun” by Insurance Business America (IBA). Originally published on CaliforniaNewswire.com — Tom Mackey of EPIC […]

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Domestic and International Arbitrator Dr. Nevine Carmelle Authors Book on Wealth and Business Planning Strategies

IRVINE, Calif. /California Newswire/ — Dr. Nevine Carmelle, a celebrated professional who’s dedicated to the field of finance, recently authored, “Wealth and Business Planning Strategies: The Ultimate Guide for Wealth Management, Privacy & Prosperity for Business Owners” (ISBN: 978-0692562017). Available in paperback and Kindle edition, the book quickly became a bestseller on Amazon. Originally published […]

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California-based Tax Specialty Firm KBKG Joins Real Estate Roundtable (RER)

PASADENA, Calif. /California Newswire/ — Last year, specialty tax incentive firm KBKG joined the Real Estate Roundtable (RER), and several of KBKG’s executive leadership team currently serve as members of the organization’s President’s Council, Associate Council, and Committees. Originally published on CaliforniaNewswire.com — California-based Tax Specialty Firm KBKG Joins Real Estate Roundtable (RER)

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Bank of Southern California, N.A. (BCAL) Announces Third Quarter 2019 Results

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL) today reported results for the third quarter ended September 30, 2019. Total assets grew to $839 million at September 30, 2019, a 14% increase compared to the third quarter of 2018. Originally published on CaliforniaNewswire.com — Bank of Southern California, N.A. […]

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MCT Launches InvestorMatic to Elevate the Whole Loan Trading Experience Between Lenders and Investors

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 introduced a unique program called InvestorMatic in the lead up to the MBA Annual Convention & Expo in Austin, Texas. Originally published on CaliforniaNewswire.com — MCT Launches InvestorMatic to […]

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ReverseVision Unveils New Tech Strategy: Major Platform Updates and Brand Transformation

SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced its transformation as an API-enabled flexible reverse lending platform, unveiling a new logo as part of its revised mission and rebranding. Originally published on CaliforniaNewswire.com — ReverseVision Unveils New […]

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Bank of Southern California, N.A. (BCAL) and CalWest Bancorp to Merge

SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL) and CalWest Bancorp (OTCBB: CALW), today announced the signing of a definitive agreement and plan of merger (the “Agreement”) whereby CalWest Bank will merge with and into Bank of Southern California. The merger is subject to customary closing conditions, including the […]

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Bank of Southern California (BCAL) Names Jacob Mathews Managing Director of 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 Jacob Mathews has joined the company as Managing Director of Business Banking. He will be responsible for expanding Bank of Southern California’s client base by actively seeking new […]

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EPIC Insurance Brokers & Consultants Launches New Healthcare Practice: Edgewood Healthcare Advisors

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers & Consultants (Edgewood Partners Insurance Center or EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today the expansion and reorganization of its healthcare practice. Originally published on CaliforniaNewswire.com — EPIC Insurance Brokers & Consultants Launches New Healthcare Practice: Edgewood Healthcare Advisors

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MCT’s COO Phil Rasori Honored with 2019 HousingWire Tech Trendsetters Award

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that its COO, Phil Rasori, has been designated to HousingWire’s inaugural Tech Trendsetters award list. Phil is credited with being instrumental in the architecture and launch of multiple innovative capital markets solutions. Originally […]

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MQMR: Fannie Mae Selling Guide Updates Compel Lenders to Conduct Independent Audit Reviews of QC Process Before Year’s End

LOS ANGELES, Calif. /California Newswire/ — Mortgage Quality Management and Research, LLC (MQMR) President Michael Steer reminded lenders to conduct an independent audit review of their quality control (QC) process immediately in deference to updates to “Subpart D1, Lender QC Process” of the Fannie Mae Selling Guide. Originally published on CaliforniaNewswire.com — MQMR: Fannie Mae […]

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EPIC’s Marine Insurance Operations Bolstered with Addition of Ivon Friedman in San Francisco

SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants (EPIC) announced today that Ivon Friedman has joined the firm’s Marine Practice in San Francisco. Friedman will report to EPIC’s Risk Management – National Property and Marine Practice Leader, Michael Korn. Originally published on CaliforniaNewswire.com — EPIC’s Marine Insurance Operations Bolstered with Addition of […]

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KBKG Tax Specialty Firm Welcomes Alex Martin to Lead its New Transfer Pricing Practice for Cross-border Businesses

PASADENA, Calif. /California Newswire/ — Nationwide tax specialty firm KBKG announced the hiring of Alex Martin as Principal and leader of the firm’s new Transfer Pricing practice. Alex comes with over 22 years of full-time, international transfer pricing experience working in Washington, D.C.; Melbourne, Australia; and Detroit, Michigan where he resides currently. Originally published on […]

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Blockchain for Good Conference in San Francisco: Polyient Labs is Co-sponsoring Event Focused on Helping Nonprofits

SAN FRANCISCO, Calif. /California Newswire/ — Phoenix-based Polyient Labs, an early-stage, blockchain-startup incubator, is co-sponsoring Blockchain for Good, October 25 -27, 2019 in San Francisco. The agenda includes keynote speakers and workshops where participants can pitch ideas. Originally published on CaliforniaNewswire.com — Blockchain for Good Conference in San Francisco: Polyient Labs is Co-sponsoring Event Focused […]

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KROST CPAs Partners with Executive Chef Phil Kastel who will serve as the firm’s Restaurant and Culinary Consultant

PASADENA, Calif. /California Newswire/ — Los Angeles-based tax and accounting firm, KROST, recently brought on restaurant industry titan Chef Phil Kastel (co-creator of nationally recognized Public School gastropubs) who will serve as the firm’s Restaurant and Culinary Consultant. Established in 1939, KROST has a long history in the restaurant space. Originally published on CaliforniaNewswire.com — […]

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New MCTlive! Mobile App Puts Secondary Marketing at Mortgage Lenders’ Fingertips

SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, debuted a new MCTlive! mobile application at its MCT Exchange client conference last Friday. The app enables secondary marketing managers to review reporting, manage loan pipelines, and conduct whole loan trading from the convenience […]

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Paragon Insurance Holdings Launches Nationwide Workers’ Compensation Insurance Program

SAN DIEGO, Calif. /California Newswire/ — Paragon Insurance Holdings LLC (“Paragon”), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced the addition of a new nationwide Workers’ Compensation Insurance Program. Originally published on CaliforniaNewswire.com — Paragon Insurance Holdings Launches Nationwide Workers’ Compensation Insurance Program

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Cecille Feliciano Joins EPIC Insurance Brokers in Los Angeles as Senior VP, Employee Benefits

LOS ANGELES, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Cecille Feliciano has joined the firm as Senior Vice President, Employee Benefits. Originally published on CaliforniaNewswire.com — Cecille Feliciano Joins EPIC Insurance Brokers in Los Angeles as Senior VP, Employee […]

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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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