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Tag Archives | Finance

Klingenstein Fields Wealth Advisors Acquires Assets of The Solaris Group LLC

NEW YORK, N.Y., June 14, 2019 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading independent wealth advisor based in New York, today announced the acquisition, through its affiliate KF Group LP, of the assets of The Solaris Group, LLC (Solaris), a complementary New York-based wealth advisor. Together, the combined firm will have over […]

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Hometown Lenders Adopts ReverseVision Loan Origination Technology for Reverse Lending Channel

SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced that Hometown Lenders has implemented ReverseVision’s HECM and proprietary reverse loan origination technology to support the launch of the independent mortgage bank’s HECM lending channel. Originally published on CaliforniaNewswire.com — Hometown […]

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Homebot Aims to Improve Prequal-to-App Pull Through with Buyer Enhancements to Its Customer Engagement Platform

DENVER, Colo., June 13, 2019 (SEND2PRESS NEWSWIRE) — Homebot, a customer engagement platform that delivers financial scenarios to help homeowners build wealth, today announced major enhancements to the homebuying side of its platform. The latest release inserts lenders into the market search process by integrating prompts for buyers to obtain a prequal or preapproval, lock […]

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Texan Title Taps SafeWire by SafeChain to Provide Protection Against Wire Fraud

COLUMBUS, Ohio, June 13, 2019 (SEND2PRESS NEWSWIRE) — SafeChain, the industry leader in wire fraud prevention software and blockchain implementation for land title, announced today that Texan Title has chosen SafeWire(TM) to defend its clients’ wire transactions against fraud. The blockchain-backed platform will be deployed across Texan Title’s family of title companies located across Texas.

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Hometown Lenders Adopts ReverseVision Loan Origination Technology to Launch HECM and Reverse Lending Channel

SAN DIEGO, Calif., June 13, 2019 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced that Hometown Lenders has implemented ReverseVision’s HECM and proprietary reverse loan origination technology to support the launch of the independent mortgage bank’s HECM lending channel.

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Bank of Southern California Names Kamran Khosrovani Branch Managing Director in Los Angeles

LOS ANGELES, 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 hired Kamran Khosrovani as Branch Managing Director of Business Banking in Los Angeles. He will focus on client acquisition and retention as Bank of Southern California looks to […]

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Bank of Southern California NA Names Kamran Khosrovani Branch Managing Director

SAN DIEGO, Calif., June 12, 2019 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, announced today that it has hired Kamran Khosrovani as Branch Managing Director of Business Banking in Los Angeles. He will focus on client acquisition and retention as Bank of Southern […]

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

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

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Fidelity National Financial Adds NotaryCam Remote Notarization Service to Online Closing Options

NEWPORT BEACH, Calif., June 11, 2019 (SEND2PRESS NEWSWIRE) — NotaryCam, the pioneering leader in online notarization and the original provider of mortgage eClosing solutions, today announced that Fidelity National Financial (FNF), will allow the use of NotaryCam to deliver remote online notarization (RON) and remote online closing (ROC) capabilities to FNF’s network of direct title […]

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

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

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Mary Grandy of EPIC Receives 2019 Joe Quigley Memorial Award

SACRAMENTO and SAN FRANCISCO, Calif., June 10, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC Sacramento-based Vice President of Property & Casualty, Mary Grandy, was the 2019 recipient of the Joe Quigley Memorial Award, conferred annually by the Construction Financial […]

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

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

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Marie O’Brien of Mortgage Quality Management and Research Named 2019 HousingWire Rising Star

LOS ANGELES, Calif. /California Newswire/ — Mortgage Quality Management and Research, LLC (MQMR) announced today that its Director of Compliance Marie O’Brien has been recognized by HousingWire magazine in its sixth annual HW Rising Star Awards program. O’Brien also serves as a Senior Associate in the Compliance Department of Abrams Garfinkel Margolis Bergson, LLP and […]

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MQMR’s Marie O’Brien Named 2019 HousingWire Rising Star

LOS ANGELES, Calif., June 6, 2019 (SEND2PRESS NEWSWIRE) — Mortgage Quality Management and Research, LLC (MQMR) announced today that its Director of Compliance Marie O’Brien has been recognized by HousingWire magazine in its sixth annual HW Rising Star Awards program. O’Brien also serves as a Senior Associate in the Compliance Department of Abrams Garfinkel Margolis […]

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

ANAHEIM, Calif. and HOUSTON, Texas, June 6, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Kevin Ach, Vice President of Risk Assurance for EPIC’s Integrated Risk Solutions Practice will moderate the Executive Afternoon session on loss prevention at the National Retail […]

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Command Investigations Recapitalizes to Continue Growth Trajectory

LAKE MARY, Fla., June 5, 2019 (SEND2PRESS NEWSWIRE) — Command Investigations (“Command”) and Monument MicroCap Partners, LLC (“Monument”) announce that they have completed a recapitalization transaction that will allow Command to venture into the next aspect of its growth phase and solidify itself as the premier investigative service provider in the United States.

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Best Friends Pet Hotel Announces ESOP Acquisition Led by Mosaic Capital Partners, Becoming the Largest Employee-Owned Pet Care Company

NORWALK, Conn., June 4, 2019 (SEND2PRESS NEWSWIRE) — Best Friends Pet Hotel, a national operator of pet hotels with 30 locations throughout the United States offering boarding, grooming, doggy day camp, training and retail services at each of its locations, announced today its Employee Stock Ownership Plan, or ESOP, acquisition led by Mosaic Capital Partners.

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

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

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

LOS ANGELES, Calif. and MOUNTAIN LAKES, N.J., May 29, 2019 (SEND2PRESS NEWSWIRE) — Today the EraNova Institute issues a business alert: “Showbiz shows a better way to pay.” EraNova’s Director and author of the report, Dick Samson, says, “For non-employees in entertainment and insurance, getting the money due you has often been a chore. Now, […]

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Paragon Insurance Strengthens Winery & Brewery Programs with the Promotion of Brendan Wright and addition of Nick Faragasso

SAN FRANCISCO, Calif. /California Newswire/ — Paragon Insurance Holdings LLC (“Paragon”), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced the addition of insurance professional Nick Faragasso and the promotion of Brendan Wright. Originally published on CaliforniaNewswire.com — Paragon Insurance Strengthens Winery & Brewery Programs with the Promotion of Brendan […]

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Kraft Technology Group Achieves HIPAA Compliance with Compliancy Group

NASHVILLE, Tenn., May 28, 2019 (SEND2PRESS NEWSWIRE) — Kraft Technology Group, a Nashville-based managed IT service provider, is pleased to announce that we have achieved compliance with the federally mandated standards of the Health Insurance Portability and Accountability Act (HIPAA) through the use of Compliancy Group’s proprietary HIPAA methodology, The Guard(R) compliance tracking software, and […]

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Strategic Benefits Advisors Taps Leslie Olds as Senior Benefits Consultant

ATLANTA, Ga., May 23, 2019 (SEND2PRESS NEWSWIRE) — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) has hired veteran retirement plans leader Leslie Olds for the role of senior benefits consultant. A retirement benefits consultant of 28 years, Olds will advise SBA’s plan sponsor clients on managing all aspects of their broad-based […]

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Hurricane Season 2019 Kicks Off Earlier Than Expected: 5 Tips for Finding the Right Travel Insurance Plan

NEW YORK, N.Y., May 22, 2019 (SEND2PRESS NEWSWIRE) — The Atlantic Hurricane Season got off to an early start this year, with Subtropical Storm Andrea forming on May 20, 2019, marking the record fifth year in a row that the hurricane season arrived early. This, along with experts predicting an above average hurricane season, means […]

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Blue Ridge Bank NA Partners with ReverseVision, Launches HECM and Reverse Lending Division

SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced that it has partnered with North Carolina-based Blue Ridge Bank, N.A. Mortgage Division (Blue Ridge Bank). Originally published on CaliforniaNewswire.com — Blue Ridge Bank NA Partners with ReverseVision, Launches HECM and […]

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

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

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DocMagic to Again Support Annual Red Nose Day Fundraising in 2019 Event

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that the company will participate in Red Nose Day for the second year, transpiring on Thursday, May 23, 2019. Originally published on CaliforniaNewswire.com — DocMagic to Again Support Annual Red Nose Day Fundraising […]

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MCT Officially Launches Trade Auction Manager to Enable Electronic TBA MBS Trading

SAN DIEGO, Calif., May 16, 2019 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has officially launched Trade Auction Manager(TM) (TAM) to enable more efficient bidding of TBA mortgage-backed securities used by lenders to hedge their open mortgage pipelines. The browser-based software […]

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FirstBank Mortgage Reduces Loan Originator Compensation Processing Time by 75 percent with CompenSafe

MACON, Ga., May 16, 2019 (SEND2PRESS NEWSWIRE) — LBA Ware(TM), provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, announced today that FirstBank Mortgage has optimized the execution of its incentive compensation with CompenSafe(TM). By replacing spreadsheets with CompenSafe, FirstBank Mortgage has reduced the time it takes to calculate […]

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Simplifile Adds 38 Eastern US Jurisdictions to E-recording Network

PROVO, Utah, May 16, 2019 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced that 38 additional recording jurisdictions located in 12 states throughout the Mid-Atlantic, Northeast and Southeast U.S. have joined Simplifile’s e-recording network.

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

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

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

SAN DIEGO, Calif., May 15, 2019 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) and senior lending industry, today announced the release of the Comparison Calculator within RV Sales Accelerator (RVSA).

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

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

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

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

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Paragon Further Strengthens Operations with its Promotion of Erik Kriens to Regional President in the West

AVON, Conn. and SAN FRANCISCO, Calif., May 13, 2019 (SEND2PRESS NEWSWIRE) — Paragon Insurance Holdings LLC, a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced the promotion of Erik Kriens to Regional President. Kriens is based in Paragon’s San Francisco office and reports directly to Paragon CEO and Co-founder Ron […]

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

SAN DIEGO, Calif., May 13, 2019 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, is pleased to announce that Sean Dlal has joined the company as Managing Director of Business Banking in Del Mar. He will be responsible for expanding Bank of Southern California’s […]

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Simplifile Joins the Arbor Day Foundation’s Time for Trees Initiative

PROVO, Utah, May 9, 2019 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced that it is joining the Arbor Day Foundation for the launch of its Time for Trees initiative, a commitment to plant 100 million trees in forests and […]

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Adam Glick Appointed Principal of Frenkel and Company – an EPIC Company in New York

NEW YORK, N.Y., May 9, 2019 (SEND2PRESS NEWSWIRE) — Frenkel & Company – an EPIC Company announced today that risk management and insurance professional Adam Glick has been appointed Principal of the firm’s operations in New York. Glick is based in EPIC’s New York, NY office and reports to Phil Remig, New York City President […]

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

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

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BlackFin Group in Irvine CA Officially Launches Financial Services Consulting Practice

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

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BlackFin Group Officially Launches Financial Services Consulting Practice

IRVINE, Calif., May 8, 2019 (SEND2PRESS NEWSWIRE) — BlackFin Group – a boutique-style consulting firm focused on mortgage banking and financial services – announced that it has formally launched operations with the goal of bringing a unique method to projects that drastically deviates from the way traditional consulting practices work with clients.

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

LOS ANGELES, Calif., May 8, 2019 (SEND2PRESS NEWSWIRE) — Mortgage Quality Management and Research, LLC (MQMR) announced today that it has hired Jeff Christensen as Vice President of Sales. In this role, Christensen will be responsible for leading sales, driving new business opportunities and expanding awareness of the MQMR brand in the market.

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IDS Announces Conversion to ZenDesk to Improve Mortgage Doc Prep Customer Service

SALT LAKE CITY, Utah, May 7, 2019 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has converted its customer service platform to ZenDesk. The move is designed to better serve IDS customers and help the firm maintain its commitment to responding to all customer inquiries and requests effectively and […]

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Bank of Southern California NA Announces First Quarter 2019 Results and Reports Growth Amidst Expansion

SAN DIEGO, Calif., May 7, 2019 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) today reported results for the first quarter ended March 31, 2019. Total assets grew to $769 million for the first quarter of 2019, a 47% increase compared to the first quarter of 2018. Quarterly net income […]

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A New Light in Fort Collins – Brightscape Investments Integrity, Truth, and Trust

FORT COLLINS, Colo., May 6, 2019 (SEND2PRESS NEWSWIRE) — Brightscape Investments (Brightscape Investment Centers) was founded by Eric Weiss, a Certified Financial Planner(tm) professional, who saw clients’ best interests not being served while working at a large financial institution. This experience motivated Eric to start a company that put the client’s interest first.

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Multi-Flow Industries, LLC is pleased to announce the acquisition of Draft Beer Services of Atlanta, Georgia

PHILADELPHIA, Pa., May 3, 2019 (SEND2PRESS NEWSWIRE) — Following the acquisition of Lenox Martell (Boston) in 2017, Total Systems Control and Jordan’s Draft Services (Pittsburgh) and Main Street Beverage (Philadelphia) in 2018 and now Draft Beer Services of Atlanta, Multi-Flow is able to offer a full range of beverage dispensing and service solutions to its […]

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TRK Connection Integrates with Veri-Tax to Expand Collection of Income Verification Providers Available in Insight RDM

SALT LAKE CITY, Utah, May 3, 2019 (SEND2PRESS NEWSWIRE) — TRK Connection (TRK), a leading provider of mortgage quality control (QC) and origination management solutions, announced today that it has added 4506-T Income Verification from Veri-Tax, a trusted leader in verification solutions, to its flagship QC audit platform Insight Risk & Defect Management (RDM).

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Idaho Now E-recording Statewide with Simplifile

PROVO, Utah, May 2, 2019 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced that Nez Perce and Shoshone counties, Idaho, have adopted its e-recording service. Idaho is now the 11th state to implement e-recording statewide using Simplifile.

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

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

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

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

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

NEWPORT BEACH, Calif., May 1, 2019 (SEND2PRESS NEWSWIRE) — NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has partnered with Milo Credit to complete the lender’s first remote online closing (ROC) transaction.

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PitBullTax Software Once Again Dominates Tax Resolution with its Release of Version 5.0

CORAL SPRINGS, Fla., May 1, 2019 (SEND2PRESS NEWSWIRE) — PitBullTax Software is excited to announce the release of its most robust and streamlined cloud based software platform to date. PitBullTax, the country’s leading IRS Tax Resolution Software for CPAs, EAs and Tax Attorneys will be unveiling all the cutting edge major enhancements of Version 5.0 […]

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Travel Insurance 101: Choosing the Best Travel Insurance for Your 2019 Summer Travel

NEW YORK, N.Y., May 1, 2019 (SEND2PRESS NEWSWIRE) — Between snowstorms and holiday travel, the winter months may seem the most logical time to buy travel insurance, however according to TravelInsurance.com, spring and summer present just as many potential travel issues that travel insurance can help address. In fact, more than half of all flight […]

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

SAN DIEGO, Calif., April 30, 2019 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Leslie Winick has joined the company as Chief Strategy Officer (CSO). In this newly created position, Ms. Winick will play an integral role in helping MCT hone its strategic […]

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OpenClose Bolsters Sales Team with Addition of Mortgage Software Veteran Tom Buenz

WEST PALM BEACH, Fla., April 30, 2019 (SEND2PRESS NEWSWIRE) — OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that Tom Buenz has joined the company in the position of vice president, enterprise sales. In this role, Mr. Buenz will help satisfy an increasing demand for OpenClose’s LOS, digital mortgage […]

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

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

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

SAN FRANCISCO, Calif., April 30, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Practice Leader Walter Palmer will facilitate a session on May 6 at Retail Asset Protection Conference and Vice President of Risk Assurance Kevin Ach will present on May […]

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Michigan-Based Liberty Title Deploys SafeWire to Protect Against Wire Fraud

COLUMBUS, Ohio, April 25, 2019 (SEND2PRESS NEWSWIRE) — SafeChain, the industry leader in wire fraud prevention software and blockchain implementation for land title, announced today that Liberty Title, the fourth largest independent title company in Michigan, has selected SafeWire to safeguard wiring instructions as part of the firm’s “Umbrella by Liberty Title” program.

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Bank of Southern California NA Appoints Rick Beatty Vice President, Underwriter

SAN DIEGO, Calif., April 22, 2019 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has named Rick Beatty Vice President, Underwriter. He will be responsible for structuring, analyzing and underwriting commercial credit for small to middle market companies as well as managing […]

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

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

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

SAN FRANCISCO, Calif., April 18, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Regional Director of Employee Benefits Tiffany McClellan, CEBS, will present at the Human Resource Executive (HRE) Health & Benefits Leadership Conference on Thursday, April 25, 2019 at 11:30 […]

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LBA Ware to Exhibit in Innovation Alley at Second Annual FinTech South Conference

MACON, Ga., April 17, 2019 (SEND2PRESS NEWSWIRE) — LBA Ware, provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, today announced that it will be an exhibiting company in Innovation Alley at FinTech South 2019, the Southeast’s largest event dedicated to financial innovation.

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NotaryCam Completes Its First Remote Online Notarization eWill Transaction in Nevada

NEWPORT BEACH, Calif., April 16, 2019 (SEND2PRESS NEWSWIRE) — NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has executed its first electronic will (eWill) transaction in Nevada using remote online notarization (RON). The transaction was conducted on behalf of a client of Reno-based law firm […]

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Reconciled’s New Denver Location Delivers Innovative Online Bookkeeping Services to Local Entrepreneurs and Start-ups

DENVER, Colo., April 16, 2019 (SEND2PRESS NEWSWIRE) — Reconciled is pleased to announce the opening of a new satellite office in Denver, Colorado. The online bookkeeping firm for entrepreneurs launched a Denver office in partnership with local firm Mile High Bookkeeping Services to expand services to entrepreneurs in the greater Denver region.

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MCT Reorganizes Sales Processes, Expands National Sales Team, and Forms Customer Success Group

SAN DIEGO, Calif., April 16, 2019 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, today announced it has restructured the company’s internal sales processes, bolstered the sales team, and launched a Customer Success Group (CSG). Implementation of the changes pave the way for significant growth […]

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Warrington Shaw to Attend FundForum Asia

TAIPEI, Taiwan, April 15, 2019 (SEND2PRESS NEWSWIRE) — Taipei, Taiwan based Warrington Shaw is pleased to announce that it plans to attend this year’s Asia FundForum which will take place in Hong Kong. The three-day event will run from the 14th to the 16th of October and forms part of one the world’s leading investment […]

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Bank of Southern California NA Promotes Tony DiVita to Chief Operating Officer

SAN DIEGO, Calif., April 15, 2019 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has named Tony DiVita Executive Vice President, Chief Operating Officer. Mr. DiVita joined Bank of Southern California in 2011 and most recently held the position of Executive Vice […]

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Mid America Mortgage Hires Kerry Webb as Director of Business Development

ADDISON, Texas, April 11, 2019 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. announced today that it has hired Kerry Webb as Executive Managing Director of Business Development. In this role, Webb will be responsible for recruiting, managing and motivating teams of mortgage professionals to meet and exceed productions goals that align with the overall company’s […]

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Simplifile Promotes Mark Moats to VP of National Accounts

PROVO, Utah, April 11, 2019 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced it has promoted Mark Moats to Vice President of National Accounts. Moats previously served as a Regional Sales Director for Simplifile and has been with the company […]

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Loan Stop now offering Short-term Installment Loans for Colorado and Wyoming with Ability to Apply Online

DENVER, Colo., April 9, 2019 (SEND2PRESS NEWSWIRE) — We all have unexpected expenses. But for the many of us who are living paycheck to paycheck, those unexpected expenses can be hard – if not impossible – to afford. Loan Stop, a locally owned and operated Colorado business for the past 20 years, has expanded their […]

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

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

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Matic Makes HousingWire’s List of Top Mortgage Tech Companies for Second Year in a Row

COLUMBUS, Ohio, April 8, 2019 (SEND2PRESS NEWSWIRE) — Digital insurance agency Matic has been named to HousingWire’s HW TECH100(TM) list of the top housing technology companies in the United States. The annual awards program, now in its sixth year, recognizes the most innovative tech firms in the real estate and mortgage finance sector.

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

SAN DIEGO, Calif., April 8, 2019 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has appointed Gaylin Anderson Executive Vice President, Chief Banking Officer. Mr. Anderson previously served as Executive Vice President, Market Executive, and was responsible for the bank’s growth within […]

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FormFree and Board Member Faith Schwartz Named Finalists for Mortgage Professional America Power Originator Summit Awards

ATHENS, Ga., April 5, 2019 (SEND2PRESS NEWSWIRE) — Both FormFree and Faith Schwartz, a member of FormFree’s board of directors, were named finalists for Mortgage Professional America’s Power Originator Summit Awards. As nominees for the Best Rate Referrals Award for Best Technology and the RCN Capital Award for Woman of Distinction, FormFree and Schwartz were […]

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ARMCO Wins HousingWire HW Tech100 Award for Fifth Consecutive Year

POMPANO BEACH, Fla., April 4, 2019 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial risk mitigation and compliance solutions, announced that it has won HousingWire’s sixth annual HW Tech100(tm) award, which recognizes the 100 most innovative technology companies in the U.S. housing economy. This is the fifth consecutive year that ARMCO […]

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NEXT and Housing Finance Strategies Form Strategic Alliance

WASHINGTON, D.C., April 4, 2019 (SEND2PRESS NEWSWIRE) — NEXT Mortgage Events, creator of NEXT women’s mortgage technology summit, today announced it has engaged in a strategic alliance with Housing Finance Strategies, a Washington, DC-based advisory firm led by renowned industry veteran and award winner Faith Schwartz, former executive director of HOPE NOW.

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FormFree Named to HousingWire’s 2019 TECH100 List of Top Digital Mortgage Technology Companies

ATHENS, Ga., April. 4, 2019 (SEND2PRESS NEWSWIRE) — FormFree(R) today announced that it has been named to HousingWire’s list of the top 100 innovators in housing technology. Now in its sixth year, the HW TECH100(TM) awards program honors leading technology companies in all sectors of the U.S. housing economy, including residential mortgage lending, servicing and […]

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ARMCO Wins HousingWire’s HW Tech100 Award for Fourth Consecutive Year

POMPANO BEACH, Fla., April 4, 2019 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial risk mitigation and compliance solutions, announced that it has won HousingWire’s fifth annual HW Tech100(TM) award, which recognizes the 100 most innovative technology companies in the U.S. housing economy. This is the fourth consecutive year that ARMCO […]

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Texas Mortgage Bankers Association Releases Details for the 103rd Annual Convention

AUSTIN, Texas, April 3, 2019 (SEND2PRESS NEWSWIRE) — The Texas Mortgage Bankers Association (TMBA) announced the agenda for its annual convention to be held on April 28 – 30, 2019 in San Antonio at the Marriott Rivercenter hotel. More than 1,000 industry participants are expected to at attend, which consists of comedian Dennis Miller as […]

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