SAN FRANCISCO, Calif., Feb. 4, 2015 (SEND2PRESS NEWSWIRE) — Protector Holdings, a joint venture of EPIC (Edgewood Partners Insurance Center) and Dowling Capital Partners, announced today the acquisition of Peartree Insurance Services.
Tag Archives | California
National Mortgage Professional Magazine Names MCT’s Phil Rasori to its Annual Top 40 Under 40 List
SAN DIEGO, Calif., Jan. 29, 2015 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized industry leader in mortgage risk management providing pipeline hedging, best-execution loan sales and centralized lock desk services, announced that its COO, Phil Rasori, was named one of the Top 40 Most Influential Mortgage Professionals Under 40 by National Mortgage Professional […]
DocMagic Acquires Doc-Tech Corp., Further Establishing Market Dominance
TORRANCE, Calif., Dec. 9, 2014 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced today that it has acquired the assets of Doc-Tech Corporation, dba Document Express, a boutique document preparation company known for its exceptional customer service. The acquisition comes on the heels of […]
Employers with 1099 Contractors Can Learn to Prepare for Workers Comp Claims
SAN DIEGO, Calif., Dec. 5, 2014 (SEND2PRESS NEWSWIRE) — We are all looking to operate as lean as possible and many employers turn to 1099 employees to reduce tax and insurance burden, says Jamie Reid, CEO of AccuSure. But a big question remains: if they file a work comp claim, would it be covered? Can […]
Quandis Responds to White House Request to Partner with Banks and Servicers for New Military Personnel Program
FOOTHILL RANCH, Calif., Dec. 2, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of mortgage servicing software, announced that it rolled out a website to help address President Obama’s New Executive Actions to assist service members, veterans and their families.
EPIC expands with the acquisition of Greyling Insurance Brokerage and Risk Consulting
SAN FRANCISCO, Calif., Nov. 24, 2014 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has acquired Greyling Insurance Brokerage and Risk Consulting, Inc., a specialty insurance broker and risk management consultant based in Atlanta, Ga., with locations in St. Louis, Mo. […]
Bank of Southern California Acquires Frontier Bank, FSB dba El Paseo Bank
PALM DESERT, Calif., Nov. 7, 2014 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Markets FBBN / OTCMKTS:FBBN) announced today that it purchased substantially all the assets and liabilities of Frontier Bank, FSB dba El Paseo Bank through a purchase and assumption agreement with the FDIC.
EPIC adds Karman Chan as Chief Financial Officer
SAN FRANCISCO, Calif., Nov. 7, 2014 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Karman Chan has joined the firm as Chief Financial Officer (CFO) in San Francisco.
EPIC adds Sharon Rusconi as Vice President and Regional Surety Executive
SAN FRANCISCO, Calif., Nov. 5, 2014 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that surety executive Sharon Rusconi and her team have joined the firm in Sacramento, Calif. Rusconi’s book of business and other assets were purchased by EPIC from Lesron […]
MCT Trading Wins Release of the Year Mortgage Technology Award
SAN DIEGO, Calif., Oct. 31, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized industry leader in risk management providing pipeline hedging, best-execution loan sales and centralized lock desk services, is pleased to announce that MCTlive!(TM), MCT’s best-in-class secondary marketing software platform, has been selected as the winner of Mortgage Technology magazine’s 2014 Release […]
EPIC adds John Walsh as Executive Liability and Financial Lines Principal
SAN FRANCISCO, Calif., Oct, 21, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that John Walsh has joined the firm as their Principal of Executive Liability and Financial Lines insurance. Walsh brings more than 10 years of Financial Lines Broking, Placement, Underwriting, […]
The Compliance Group Taps Mortgage Quality Control, Operations Expert Jeremy Burcham as Chief Strategy Officer
CARLSBAD, Calif., Oct. 20, 2014 (SEND2PRESS NEWSWIRE) — Leading mortgage compliance services provider The Compliance Group, Inc. (TCG) announced it has hired Jeremy Burcham as Chief Strategy Officer. Bringing nearly 14 years of quality control and operations experience, Burcham will be responsible for formulating, facilitating and communicating TCG’s plans for the future. Burcham will also […]
Mark Gustafson Joins Bank of Southern California
PALM DESERT, Calif., Oct. 16, 2014 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTCMKTS:FBBN) today announced that seasoned community banker, Mark Gustafson has been appointed to lead the bank’s Coachella Valley region. Mr. Gustafson most recently served as Market President for First California Bank which was sold and merged into Pacific Western Bank. He […]
EPIC Co-founder Dan Francis to Leave Firm
SAN FRANCISCO, Calif., Oct. 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Co-founder and Executive Chairman Dan Francis has elected to leave the firm effective November 1, 2014.
EPIC adds Bill Cosgrove as Financial Institutions Practice Leader
SAN FRANCISCO, Calif., Oct. 13, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that William P. (Bill) Cosgrove has joined the firm as managing principal and Financial Institutions Practice leader. Cosgrove brings 28 years of insurance industry underwriting, production, marketing, client service, […]
EPIC Names Insurance Veteran Peter Garvey as COO
SAN FRANCISCO, Calif., Oct. 9, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, today announced the appointment of insurance industry veteran Peter Garvey as Chief Operating Officer (COO), a newly created position reporting to CEO John Hahn. Bringing EPIC nearly 35 years of insurance […]
MCT Trading Selected as Finalist for Mortgage Technology Magazine’s Release of the Year Award
SAN DIEGO, Calif., Sept. 30, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging, loan sale execution and risk management services, announced that it has been chosen by Mortgage Technology magazine as a finalist for the 2014 Release of the Year Award.
Sean Shannon Joins Wholesale Trading Co-Op in San Francisco
SAN FRANCISCO, Calif., Sept. 22, 2014 (SEND2PRESS NEWSWIRE) — Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that Sean Shannon has joined the firm’s property team as Vice President/Property Broker.
ReverseVision Launches Professional Services Division for Reverse Mortgage Lenders, Names Jeff Birdsell Vice President
SAN DIEGO, Calif., Sept. 18, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced the launch of their Professional Services division aimed at helping reverse mortgage lenders and brokers to be more successful.
Karen Kutger Joins Wholesale Trading Co-Op in New Jersey
SAN FRANCISCO, Calif., Sept. 18, 2014 (SEND2PRESS NEWSWIRE) — Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that professional liability brokerage veteran Karen Kutger has joined the firm as Senior Vice President. Kutger joins WTCI from Howden Insurance Services, Inc. where she specialized in professional liability, management liability, cyber liability and related financial lines […]
ReverseVision named 2014 Lenders’ Choice Award Finalist by Mortgage Technology magazine
SAN DIEGO, Calif., Sept. 16, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision is proud to announce it has been named a finalist for the 2014 Lenders’ Choice Award by Mortgage Technology magazine. ReverseVision is the leading provider of business solutions for the reverse industry offering such products as RV Exchange (RVX).
Protector Holdings Acquires SavePro Insurance Solutions
SAN FRANCISCO, Calif., Sept. 8, 2014 (SEND2PRESS NEWSWIRE) — Protector Holdings, LLC, a joint venture of EPIC (Edgewood Partners Insurance Center) and Dowling Capital Partners, announced today the acquisition of Northern California’s SavePro Insurance Solutions.
HECM Reverse Mortgages Have Less Risk for Lenders says ReverseVision Board Member, Industry Expert Jeffrey Taylor
SAN DIEGO, Calif., Sept. 2, 2014 (SEND2PRESS NEWSWIRE) — Mortgage lenders offering the HUD-insured Home Equity Conversion Mortgage (HECM) will find that originating reverse loans carries fewer risks than traditional mortgages. Recent HUD changes have made these loans even better suited to serve their intended purpose, according to reverse mortgage expert Jeffrey Taylor, a ReverseVision […]
New Education Protector from EPIC Safeguards Student-Athletes’ Education
SAN FRANCISCO, Calif., Aug. 26, 2014 (SEND2PRESS NEWSWIRE) — While the National Collegiate Athletic Association (NCAA) directors reexamine several policies amid controversy about how student athletes are treated, one of the nation’s fastest-growing insurance brokers has moved to protect high school athletes who have received a verbal offer for an athletic scholarship or grant from […]
The Compliance Group Increases Business by 20 Percent in Q2 2014 for Mortgage Lending QC, Servicing, Compliance Support
CARLSBAD, Calif., Aug. 18, 2014 (SEND2PRESS NEWSWIRE) — Leading mortgage compliance services provider The Compliance Group, Inc. (TCG) announced it has increased its roster of clients by 20 percent in the second quarter of 2014.
EPIC adds retail team from JLT Towers Re
SAN FRANCISCO, Calif., Aug. 13, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationwide retail property, casualty and employee benefits insurance broker/consultant, announced today the addition of the retail risk management and property/casualty team of JLT Towers Re. This strategic build-out of a team serving large, complex risk management accounts is a product […]
Reverse Mortgage Volumes Trend Up in Closed Loan Data, FHA Endorsements a Lagging Indicator, says ReverseVision’s Rob Katz
SAN DIEGO, Calif., Aug. 12, 2014 (SEND2PRESS NEWSWIRE) — Contrary to what has been reported for the past six months, reverse mortgage originations have been trending up according to ReverseVision, the leading provider of reverse mortgage lending solutions. ReverseVision’s RV Exchange (RVX) is the leading reverse loan origination system (RLOS) and lending system of record […]
Jennifer Terra Joins Wholesale Trading Co-Op in New York
SAN FRANCISCO, Calif., Aug. 4, 2014 (SEND2PRESS NEWSWIRE) — Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that casualty brokerage veteran Jennifer Terra has joined the firm as Vice President/Casualty Broker.
Scott Law Firm Automates Name Permutation Searches for Military Personnel to Comply with SCRA, Quandis Technology Enables
FOOTHILL RANCH, Calif., July 30, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of mortgage servicing software, announced that Scott Law Firm, which serves the default servicing industry, is actively utilizing its new military search name permutation functionality. Scott Law Firm can now more easily and efficiently identify active duty military borrowers in the […]
ReverseVision Offers Free Online Course on HUD Mortgagee Letter Changes through RV University (RVU)
SAN DIEGO, Calif., July 23, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc., the leading provider of business solutions for the reverse mortgage industry is offering a free on-line class focused on changes announced by HUD in recent Mortgagee Letters 2014-07 and 2014-12 through its ReverseVision University (RVU).
EPIC Purchases Jenkins Insurance Services
SAN FRANCISCO, Calif., July 21, 2014 (SEN2PRESS NEWSWIRE) — The shareholders of Jenkins Insurance Services (Jenkins), a Leavitt Group agency, have sold 100 percent of their shares in Jenkins to EPIC (Edgewood Partners Insurance Center). The transaction, which closed on July 17, was retroactively effective July 1. Jenkins, with California offices in Concord, Sacramento, San […]
Andrea Levin joins EPIC as a Vice President in Petaluma
PETALUMA, Calif., July 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance broker/consultant, announced today the addition of Andrea Levin as a vice president in their Petaluma office. Levin brings 24 years of experience in the development and management of property and casualty insurance and risk […]
Quandis Adds Functionality to Help Prevent Foreclosures on Active Military Personnel
FOOTHILL RANCH, Calif., June 12, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of mortgage servicing software, announces that it rolled out a new feature within its existing military search service that identifies multiple name variations of borrowers which could have active duty status in the U.S. military. If in default but on active […]
Mortgage Technology Magazine Names Quandis a Top 50 Service Provider for the Fourth Consecutive Year
FOOTHILL RANCH, Calif., May 30, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of mortgage servicing software, announced that Mortgage Technology magazine honored the company as a Top 50 Service Provider for the fourth year in a row.
MCT Trading, Inc. Officially Introduces MCTlive, a Browser-based Software Platform for Secondary Marketing Departments
SAN DIEGO, Calif., May 14, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging, loan sale execution, and risk management services, announced the formal launch of MCTlive(TM), a secondary marketing technology platform designed for capital markets trading and pipeline management. MCTlive provides lenders with a browser-based software solution, robust […]
Phil Rasori of MCT Trading to Lead Panel Session at MBA National Secondary Marketing Conference
SAN DIEGO, Calif., May 9, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging and risk management services, announced that its COO, Phil Rasori, will moderate and drive a panel session entitled ‘Liquidity Challenges for Smaller Lenders’ at the Mortgage Bankers Association’s Annual Secondary Marketing Conference in New York […]
The Compliance Group Assists Mortgage Lenders, Financial Institutions with Comprehensive Suite of Outsourced Compliance, Audit Services
CARLSBAD, Calif., May 5, 2014 (SEND2PRESS NEWSWIRE) — To meet lenders’ growing demand for compliance assistance, leading mortgage compliance services provider The Compliance Group, Inc. (TCG) announced it offers a comprehensive suite of audit and monthly outsourced compliance services, encompassing both federal and state-level audits as well as a host of other compliance-related reviews and […]
EPIC names Michael Gonthier as new Chief Financial Officer
SAN FRANCISCO, Calif., April 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Michael Gonthier has joined the firm as Chief Financial Officer. EPIC’s current CFO, Elaine Andrian, will now focus on merger and acquisition strategy and diligence as the firm […]
The Compliance Group Offers Subservicer Monitoring for Mortgage Bankers, Community Banks and Credit Unions
CARLSBAD, Calif., April 2, 2014 (SEND2PRESS NEWSWIRE) — Leading mortgage compliance services provider The Compliance Group, Inc. (TCG) is now offering subservicer monitoring services for mortgage bankers and the mortgage lending servicing operations of community banks and credits unions.
MCT Adds Four Business Development Positions to Continue Expansion
SAN DIEGO, Calif., March 25, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging and risk management services, announced that it added four newly created positions in order to provide unsurpassed service levels of sales support and guidance to lenders.
ReverseVision Adds Gregg Holsapple as Product Strategist
SAN DIEGO, Calif., March 20, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision the leading software and technology provider for the reverse mortgage industry, is pleased to announce that Gregg Holsapple has joined as Product Strategist. In this role, Holsapple will have responsibility for product and program analysis, developing requirements and building out our product design process.
CoesterVMS Coming Soon to ReverseVision’s Integrated Technology
SAN DIEGO, Calif., March 19, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced an agreement to add CoesterVMS’s appraisal services to RV Exchange – ReverseVision’s Reverse Loan Origination System (RLOS) platform.
OpenClose End-to-End LOS Automates All Lending Processes for Sabadell United Bank, N.A., Achieves Stellar Results
LOS ANGELES, Calif., March 18, 2014 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class end-to-end loan origination system (LOS) provider, announced at the MBA’s National Technology Conference that Florida-based Sabadell United Bank, N.A. has realized superior results along with supporting metrics since implementing its multi-channel lending automation platform.
360 Mortgage Group Enters Reverse Mortgage Lending with ReverseVision Loan Origination System (RLOS)
SAN DIEGO, Calif., March 11, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. is pleased to announce that 360 Mortgage Group LLC (360 Mortgage Group), a privately-owned mortgage banker with a primary focus on third-party origination, has joined the growing ranks of reverse mortgage lenders and will be using ReverseVision’s reverse loan origination system, RV Exchange.
HousingWire Magazine Names Quandis to its Inaugural HW TECH100 List
FOOTHILL RANCH, Calif., March 7, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management technology solutions, announced that it earned a spot on HousingWire magazine’s new HWTECH 100(TM) list. Quandis is among 23 companies recognized in the servicing category of the list.
ReverseVision Adds Mark Johnson as Customer Support Manager, Moves Joseph Rinner to Product Manager
SAN DIEGO, Calif., March 6, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading software and technology provider for the reverse mortgage industry, is pleased to announce that industry expert Mark Johnson has joined our team in the role of Customer Service Manager. Johnson, who brings more than twenty years of reverse mortgage expertise, replaces Joseph Rinner […]
ReverseVision Adds Chief Technology Officer Jason Meches
SAN DIEGO, Calif., Feb. 26, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading software and technology provider for the reverse mortgage industry, has added Jason Meches as Chief Technology Officer (CTO). In this role, Meches will have responsibility for the development and operations of ReverseVision technology products.
Phil Rasori of MCT to Participate in CMLA Session on Washington Lending Legislation
SAN DIEGO, Calif., Feb. 25, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging and risk management services, announced that its COO, Phil Rasori, will share his insight on an upcoming panel assembled by the Community Mortgage Lenders of America (CMLA), which is designed to address legislative issues and […]
Galorath’s SEER for Manufacturing Integrated Into Dassault Systemes 3DEXPERIENCE Platform
LOS ANGELES, Calif., Feb. 25, 2014 (SEND2PRESS NEWSWIRE) — Galorath, Inc. is excited to announce that it has reached an agreement with Dassault Systemes, to integrate SEER for Manufacturing with CATIA, the world’s leading application for product design and innovation. For many companies, cost estimating is a very fragmented activity and the inclusion of SEER’s […]
EPIC’s Jim Gillette Honored as a 2014 Risk and Insurance Retail Industry Power Broker
SAN MATEO, Calif., Feb. 24, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationally expanding retail property, casualty and employee benefits insurance brokerage, announced today that Jim Gillette has been named as a 2014 Risk and Insurance Retail Industry Power Broker. In addition to Gillette, Kathleen Felderman, managing principal and the leader of […]
Brandman University Selects Regent Education’s Financial Aid Management Solution, Regent 8, as they transition to Competency Based Learning
IRVINE, Calif., Feb. 14, 2014 (SEND2PRESS NEWSWIRE) — Brandman University has selected Regent Education’s financial aid management solution to enable them to successfully transition to Competency Based Learning and support their innovative curriculum model. Regent 8 is the only financial aid management solution to offer complete support for all enrollment models including standard term, non-term, […]
EPIC adds Financial Institutions ‘Power Broker’ Jim Loughlin
SAN FRANCISCO, Calif., Feb. 11, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationally expanding retail property, casualty and employee benefits insurance brokerage, announced today that James R. Loughlin has joined the firm as Managing Principal, Risk Solutions. Loughlin joins EPIC as Managing Principal, Risk Solutions in New York.
MCT’s COO Phil Rasori to Speak at Eastern Secondary Market Conference
SAN DIEGO, Calif., Feb. 5, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging and risk management services, today announced that its COO, Phil Rasori, is scheduled to present at the 11th Annual Eastern Secondary Market Conference.
Quandis Introduces Change Management Solution for Business Users
FOOTHILL RANCH, Calif., Jan. 31, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management technology solutions, announced it developed Custom Form Builder, a tool that empowers business people with the ability to easily and quickly make changes to complex workflow-driven Web forms. The solution exponentially reduces development time frames and costs for […]
The Compliance Group’s Annemaria Allen Offers Best Practices for Servicing Regulatory Compliance
CARLSBAD, Calif., Jan. 30, 2014 (SEND2PRESS NEWSWIRE) — Annemaria Allen, CEO/founder of leading mortgage compliance services provider The Compliance Group, Inc. (TCG), has identified several areas that servicers should pay strict attention to in the event of an audit by a regulatory agency, particularly the Consumer Financial Protection Bureau (CFPB) or Federal Housing Administration (FHA).
Mortgage Capital Trading Relocates Headquarters to Larger Facility
SAN DIEGO, Calif., Jan. 16, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging, outsourced lock desk and risk management services, announced that it relocated its corporate headquarters to a larger facility. The move provides MCT with the necessary infrastructure to accommodate its increasing growth and the capacity to […]
Landmark Network Appraisal Services Added to ReverseVision Integrated Technology for Reverse Mortgage Lenders
SAN DIEGO, Calif., Jan. 13, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced the addition of appraisal services from Landmark Network to the ReverseVision Reverse Loan Origination System (RLOS) platform. ReverseVision’s RLOS offers a library of tightly integrated services that streamline the reverse lending process.
EPIC announces expansion to the Southeast
SAN FRANCISCO, Calif., Jan. 9, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has acquired The McCart Group of Atlanta, Ga.
San Diego North County Attorney Invited to the Andrea Kaye Radio Show – Legal Eagle Segments
CARLSBAD, Calif., Jan. 6, 2014 (SEND2PRESS NEWSWIRE) — In May of 2013 Carlsbad attorney Stan Prowse was approached by the Andrea Kaye Financial News and Talk radio show to participate in a Legal Eagle series of segments focused on Family Law. Since that time seven segments have been produced and aired live on AM1450 San […]
Interpreters Unlimited, Inc. Doubles Revenue through Translation and Medical Transportation Company Acquisition
SAN DIEGO, Calif., Dec. 20, 2013 (SEND2PRESS NEWSWIRE) — Interpreters Unlimited, Inc. announced this week that it has recently acquired Albors and Alnet, a language and medical transportation company. The Bank of Southern California was instrumental in providing the financing for the acquisition.
Irwin Golds, Banking and Business Executive Appointed to Bank of Southern California Board of Directors
PALM DESERT, Calif., Dec. 3, 2013 (SEND2PRESS NEWSWIRE) — Bank of Southern California (FBBN) today announced that Irwin Golds, long time Coachella Valley banking and business executive has been appointed to the company’s board of directors.
The Carlyle Group to Invest in Edgewood Partners Insurance Center to Support EPIC’s Expansion
SAN FRANCISCO, Calif., Nov. 14, 2013 (SEND2PRESS NEWSWIRE) — Edgewood Partners Insurance Center (EPIC), a leading retail insurance broker headquartered in California, announced today that funds managed by global alternative asset manager The Carlyle Group (Carlyle) have agreed to acquire a controlling equity stake in the company. Carlyle’s investment will enable EPIC to continue to […]
LendingQB Introduces ‘Lean Lending’ Technology Model to the Mortgage Industry
COSTA MESA, Calif., Nov. 6, 2013 (SEND2PRESS NEWSWIRE) — LendingQB, a provider of end-to-end loan origination software (LOS), announced that it has officially launched its Lean Lending methodology for the mortgage industry. Lean Lending is a technology strategy that enables lending entities to streamline processes, ensure compliance, and drive continuous organizational improvement.
Quandis Joins Amazon Web Services Partner Network
FOOTHILL RANCH, Calif., Oct., 31, 2013 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management technology solutions, announced that it has become a technology partner of Amazon’s Web Services Partner Network (APN). Joining APN underscores the investment and commitment that Quandis has made to utilize Amazon Web Services (AWS) for cloud computing.
EPIC again recognized as one of Silicon Valley’s fastest growing private companies
SAN MATEO, Calif., Oct. 24, 2013 (SEND2PRESS NEWSWIRE) — In a recent article, Silicon Valley Business Journal highlighted the region’s fastest growing companies, proving that for innovators, there is always opportunity to grow. EPIC, a retail property, casualty and employee benefits insurance brokerage based in San Mateo, was one of 52 companies to receive this […]
MCT Trading Ranked Among One of the Best Places to Work for Second Year in a Row
SAN DIEGO, Calif., Oct. 3, 2013 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging and risk management services, announced that is has been chosen as one of the 2013 Best Places to Work in San Diego, California by the San Diego Business Journal (SDBJ).
Quandis Expands its Footprint in the Valuations Space via System-to-System Integrations
FOOTHILL RANCH, Calif., Oct. 1, 2013 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management technology solutions, announced that it developed a number of different new integrations between its clients and the technology platforms that are used to place and securely transmit data on completed valuation orders.
The Compliance Group Offers 3rd Party Services Management including AMC for Mortgage Bankers, Community Banks and Credit Unions
CARLSBAD, Calif., Sept. 19, 2013 (SEND2PRESS NEWSWIRE) — Leading mortgage compliance services provider The Compliance Group, Inc. (TCG) offers third party services management, including management of appraisal management companies (AMCs) for mortgage bankers, and the mortgage lending operations of community banks and credit unions.
Kevin McGuire Joins Bank of Southern California
PALM DESERT, Calif., Sept. 16, 2013 (SEND2PRESS NEWSWIRE) — Bank of Southern California today announced that former Palm Desert National Bank CEO and Chairman, Kevin McGuire has been appointed to lead the bank’s Coachella Valley region. After spending twenty years at Palm Desert National Bank, Mr. McGuire currently serves as Special Assistant to the Chancellor […]
Quandis Hires New Employees to Handle Increasing Demand for its Default Servicing Technology
FOOTHILL RANCH, Calif., Aug. 30, 2013 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management technology solutions, announced that it hired technical staff members across the board to prepare for a growing demand for its Web-based software applications.
Venta Financial Group Completely Automates Lending Operations with LendingQB’s LOS
COSTA MESA, Calif., Aug. 29, 2013 (SEND2PRESS NEWSWIRE) — LendingQB, a provider of end-to-end loan origination software, announced that Venta Financial Group, Inc. (Venta), a wholesale and retail mortgage banker, has experienced stellar results since implementing its browser-based end-to-end loan origination system (LOS).
EPIC honored as a ‘Best Place to Work’ in the North Bay
PETAULUMA, Calif., Aug. 22, 2013 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty and employee benefits insurance brokerage, announced today that the North Bay Business Journal has named the company a 2013 ‘Best Place to Work.’
San Diego Business Journal Names MCT to its 2013 Top 100 Fastest-Growing Private Companies List
SAN DIEGO, Calif., Aug. 9, 2013 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging and risk management services, announced that it has been named to the San Diego Business Journal’s (SDBJ) 2013 Top 100 annual fastest-growing private companies list, with a specific ranking of 24. Organizations that earned a […]
The Compliance Group Relocates California Offices, Citing Increased Demand for Mortgage Compliance Services
CARLSBAD, Calif., July 30, 2013 (SEND2PRESS NEWSWIRE) — Leading mortgage compliance services provider The Compliance Group, Inc. (TCG), has relocated from its original San Marcos, Calif.-location into a larger office space, located at 1901 Camino Vida Roble, Ste. 115 in Carlsbad, Calif. According to Annemaria Allen, president of The Compliance Group, increased activity in the […]
Quandis Celebrates its Tenth Anniversary in Business
FOOTHILL RANCH, Calif., July 26, 2013 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management technology solutions, announced its tenth anniversary of being in business in the mortgage industry. Quandis was founded in June of 2003 with the mission of engineering innovative software applications for a variety of organizations in the default servicing […]
DocuTech and LendingQB Form Strategic Alliance
COSTA MESA, Calif., and IDAHO FALLS, Idaho, July 23, 2013 (SEND2PRESS NEWSWIRE) — LendingQB, a provider of end-to-end loan origination software (LOS), and DocuTech, a leading provider of enterprise-class compliant document preparation software, have formed a partnership to integrate their platforms. LendingQB’s browser-based LOS is now seamlessly integrated with DocuTech’s ConformX system, enabling users to […]
National University Selects Regent Education’s Regent 8 Solution to Drive Efficiency and Service in Financial Aid Processing
SAN DIEGO, Calif., July 22, 2013 (SEND2PRESS NEWSWIRE) — National University is the second-largest private, non-profit university in California and the 12th largest in the United States. With more than 23,000 students it was imperative to find a financial aid management solution that would drive automation and support their complex packaging and repackaging needs. Regent […]
PennyMac Utilizing Quandis Technology to Automate Short Sale Transactions
FOOTHILL RANCH, Calif., June 18, 2013 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management technology solutions, announced that PennyMac Financial Services, Inc. (PennyMac), is using its short sale technology to assist in effectively and efficiently managing the short sale process.
VLP Expands its Commercial Lending Practice with Addition of Patrick Lawler and Jacob Dy-Johnson
PALO ALTO, Calif., June 4, 2013 (SEND2PRESS NEWSWIRE) — VLP Law Group LLP is very pleased to announce that Patrick Lawler and Jacob Dy-Johnson have joined the firm’s Commercial Lending Practice. Mr. Lawler joins VLP as a partner from the Corporate Finance group of the Los Angeles office of O’Melveny and Myers. Mr. Dy-Johnson joins […]
EPIC, Dowling Capital Partners and Premier Insurance Combine Forces to Change Hispanic Insurance Market
SAN FRANCISCO, Calif., June 3, 2013 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage and consultancy, announced today a partnership with Dowling Capital Partners (DCP) and Premier Insurance Services, focusing on the personal insurance needs of the Hispanic market in the West and Southwest regions of […]
Instant Support Feature Within LendingQB’s LOS Cited by Clients as Key Driver in Responsive, Superior Customer Support
COSTA MESA, Calif., May 30, 2013 (SEND2PRESS NEWSWIRE) — LendingQB, an end-to-end provider of loan origination software, announced that a recent poll of its client base provided statistics that demonstrate the company’s track record of providing exemplary customer service and technical support. The survey was conducted to better understand what clients like most about LendingQB’s […]
Bankers Asset Management Uses Quandis’ Valuation System to Efficiently Complete BPOs and Manage Agents
FOOTHILL RANCH, Calif., May 23, 2013 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management mortgage technology solutions, announced that Bankers Asset Management (BAM), an established outsourcer of REO asset management valuation services, is successfully utilizing its valuation system to streamline the company’s entire broker price opinion (BPO) process within BAM’s valuations division.
LendingQB Incorporates Mortgage Insurance Underwriting Guidelines into its Automated Underwriting Engine
COSTA MESA, Calif., May 16, 2013 (SEND2PRESS NEWSWIRE) — LendingQB, an end-to-end provider of loan origination software, announced that it has implemented the mortgage insurance (MI) companies’ full set of underwriting guidelines into its automated underwriting system (AUS). As a result, MI eligibility and pricing is automatically calculated and paired with the investor’s underwriting decision […]
WTCI Expands Catastrophe Risk Modeling and Consulting Services
SAN FRANCISCO, Calif., May 15, 2013 (SEND2PRESS NEWSWIRE) — Wholesale Trading Co-Op Insurance Services, LLC (WTCI) has enhanced its Catastrophe Risk Modeling and Consulting Services. WTCI has added Risk Management Solutions catastrophe modeling software to the foundation of its risk modeling services and solutions. In addition, risk modeling professional Bruce Norris, a WTCI director, recently […]
LendingQB’s LOS Helps Ventura County Credit Union Double its Volume in Just 12 Months
COSTA MESA, Calif., May 2, 2013 (SEND2PRESS NEWSWIRE) — LendingQB, a provider of loan origination software, announced that since implementing its end-to-end loan origination system (LOS), California-based Ventura County Credit Union (VCCU) has been able to effectively manage rapid growth, maximize productivity across operations, cut originations costs and ensure excellence in member service.
Mortgage Technology Magazine Designates Quandis a Top 50 Service Provider for Third Year in a Row
FOOTHILL RANCH, Calif., April 29, 2013 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management technology solutions, announced that is has been recognized as a Top 50 Servicer Provider by Mortgage Technology magazine for the third consecutive year.
California Mortgage Bankers Association Names The Compliance Group President Annemaria Allen to its Board of Directors
SAN MARCOS, Calif., April 26, 2013 (SEND2PRESS NEWSWIRE) — The Compliance Group, Inc. (TCG), a leading mortgage compliance services provider, is pleased and privileged to announce that the California Mortgage Bankers Association has recently named its CEO and president Annemaria Allen a director.
LendingQB Named a Top 50 Technology Service Provider for First Time
COSTA MESA, Calif., April 26, 2013 (SEND2PRESS NEWSWIRE) — LendingQB, a provider of end-to-end loan origination software, announced that it has been designated to Mortgage Technology magazine’s Top 50 Service provider’s list for the first time. The company attributes the value that its new loan origination system (LOS) is delivering to lending organizations as a […]
Interthinx 2012 Yearly Report Highlights Geographical Shift in Mortgage Fraud Risk
AGOURA HILLS, Calif., April 25, 2013 (SEND2PRESS NEWSWIRE) — Interthinx, a leading provider of comprehensive risk mitigation solutions for the financial services industry, has released its annual Mortgage Fraud Risk Report, a report covering data and trends based on analysis of loan applications processed in 2012 by the Interthinx FraudGUARD(R) system.
The Compliance Group Adds Nicole Delzer as National Sales Director
SAN MARCOS, Calif., April 22, 2013 (SEND2PRESS NEWSWIRE) — The Compliance Group, Inc. (TCG), a leading mortgage compliance services provider, has hired sales veteran Nicole Delzer as national sales director. Delzer’s responsibilities will include new business development, as well as managing TCG’s national sales pipeline and internal sales team.
LendingQB Webinar Addresses Why Lenders are Challenged to Implement LOS Technology
COSTA MESA, Calif., March 21, 2013 (SEND2PRESS NEWSWIRE) — LendingQB, a provider of end-to-end loan origination software, announced that it will be holding a free webinar on why lenders struggle to successfully implement new loan origination technology systems (LOS). The webinar will be held on March 27, 2013, at 1 p.m. Eastern Time.
Bank of Southern California Acquires Bank Building
SAN DIEGO, Calif., March 19, 2013 (SEND2PRESS NEWSWIRE) — After more than two years of leasing their La Quinta office, Bank of Southern California announced that they have acquired the space permanently from the FDIC. At the end of 2010, Bank of Southern California began leasing the space, as well as another location in Palm […]
Sterling McGregor joins Dealpoint Merrill as Co-Founder and Chief Investment Officer
LOS ANGELES, Calif., March 7, 2013 (SEND2PRESS NEWSWIRE) — Dealpoint Merrill (subsidiary of The Merrill Group of Companies), a regional owner and operator of ‘value added’ adaptive reuse properties, retail conversions and investments, is proud to announce Sterling McGregor has joined the company as Co-Founder and Chief Investment Officer.
Los Angeles-Based Mortgage Lender Lauds LendingQB for LOS Implementation Success
COSTA MESA, Calif., Feb. 26, 2013 (SEND2PRESS NEWSWIRE) — LendingQB, a provider of end-to-end loan origination software, announced today that they successfully implemented their web-based, end-to-end mortgage lending platform for OGI Mortgage Bankers, a fast-growing mortgage lender based in Los Angeles, Calif. Within seven weeks of signing a contract, OGI was able to launch and […]
Interthinx National Mortgage Fraud Risk Index Now at Highest Level since 2009
AGOURA HILLS, Calif., Feb. 26, 2013 (SEND2PRESS NEWSWIRE) — Interthinx, a leading provider of comprehensive risk mitigation solutions for the financial services industry, has released its quarterly ‘Mortgage Fraud Risk Report,’ covering data collected in the fourth quarter of 2012.
Interthinx White Paper on Retail Loan Portfolio Stress Testing Offers Best Practices
AGOURA HILLS, Calif., Feb. 20, 2013 (SEND2PRESS NEWSWIRE) — The Predictive Analytics group at Interthinx announced today the availability of a white paper outlining its recommendations for conducting stress testing on retail lending portfolios. The white paper, ‘A Proven Approach to Stress Testing Consumer Loan Portfolios,’ details the measurements, data sets, and procedures needed to […]
Financial Consultant Ed Carlson Discusses How to Time Stock Market Cycles on ‘Market Wrap with Moe Ansari’
NEWPORT BEACH, Calif., Feb. 15, 2013 (SEND2PRESS NEWSWIRE) — There are many methodologies for deciding when to buy and sell in the stock market, and the right advice can be invaluable. From 1951 to 1985, George Lindsay was renowned for his accuracy in predicting market cycles in order to time the buying and selling of […]
CFPB Compliance Management System Services Offered by The Compliance Group
SAN MARCOS, Calif., Feb. 13, 2013 (SEND2PRESS NEWSWIRE) — Leading mortgage compliance services provider The Compliance Group, Inc. (TCG), now offers services supporting mortgage lenders’ adaptation to the Consumer Financial Protection Bureau’s (CFPB’s) Compliance Management System (CMS) requirements.
MCT Trading’s Phil Rasori Designated to ‘Top 40 Most Influential Mortgage Professionals Under 40 List’ for Third Year in a Row
SAN DIEGO, Calif., Feb. 8, 2013 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging and risk management services, announced that that Phil Rasori, the company’s COO and Head Trader, has earned a spot on National Mortgage Professional Magazine’s ‘Top 40 Most Influential Mortgage Professionals Under 40’ list for the […]
Sample Digital Re-brands as DAX
CULVER CITY, Calif. (SEND2PRESS NEWSWIRE) — Sample Digital, the leading provider of production workflow and media asset management tools to the film and TV industry, has re-branded as DAX, LLC.