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Tag Archives | Finance

Remote Online Notarization Taking Hold in Florida, notes NotaryCam

NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced it has observed a significant increase in remote online notarization (RON) adoption and utilization for real estate transactions in Florida over the past three months. Originally published on CaliforniaNewswire.com — Remote Online Notarization Taking […]

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Remote Online Notarization Taking Hold in Florida, NotaryCam Reports

NEWPORT BEACH, Calif., April 7, 2020 (SEND2PRESS NEWSWIRE) — NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced it has observed a significant increase in remote online notarization (RON) adoption and utilization for real estate transactions in Florida over the past three months.

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HousingWire Honors OpenClose as a 2020 Mortgage Tech100 Innovator

WEST PALM BEACH, Fla., April 3, 2020 (SEND2PRESS NEWSWIRE) — OpenClose, the leading mortgage fintech provider and omni-channel loan origination system (LOS), announced that due to its industry-pioneering technology innovations, successful launches and the resulting stellar lender outcomes, the company was named to the prestigious HousingWire 2020 Mortgage Tech 100 List.

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HousingWire Honors OpenClose as a 2020 Mortgage Tech100 Innovator

WEST PALM BEACH, Fla., April 3, 2020 (SEND2PRESS NEWSWIRE) — OpenClose, the leading mortgage fintech provider and omni-channel loan origination system (LOS), announced that due to its industry-pioneering technology innovations, successful launches and the resulting stellar lender outcomes, the company was named to the prestigious HousingWire 2020 Mortgage Tech 100 List.

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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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NotaryCam CEO Rick Triola Named ‘Tech All-Star’ by Mortgage Bankers Association for Second Time in His Career

NEWPORT BEACH, Calif., April 2, 2020 (SEND2PRESS 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.

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ARMCO Updates ACES IQ to Provide Guidance on Regulatory Changes Made in Response to COVID-19 National Emergency Declaration

DENVER, Colo., April 2, 2020 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, announced it has created a new question set category within its ACES Intelligent Questionnaire (ACES IQ) functionality to house all temporary regulatory provisions issued by state and federal agencies and the GSEs in response […]

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Top of Mind gives loan originators must-have text messaging capabilities with SurefireCRM Power Messaging

ATLANTA, Ga., April 1, 2020 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the release of Power Messaging, a feature that enables SurefireCRM users to deliver high-touch text communication to consumers at scale.

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SBA Publishes Guidance on Which CARES Act Provisions Require Immediate Action by Health and Retirement Plan Sponsors

ATLANTA, Ga., March 31, 2020 (SEND2PRESS NEWSWIRE) — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) issued a statement today summarizing provisions of the Coronavirus Aid, Relief, and Economic Security (CARES) Act that require action on the part of health and retirement plan sponsors.

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SBA Publishes Guidance on Which CARES Act Provisions Require Immediate Action by Health and Retirement Plan Sponsors

ATLANTA, Ga., March 31, 2020 (SEND2PRESS NEWSWIRE) — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) issued a statement today summarizing provisions of the Coronavirus Aid, Relief, and Economic Security (CARES) Act that require action on the part of health and retirement plan sponsors.

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FormFree Expands Partnership with American Red Cross of Northeast Georgia in Celebration of 2020 Red Cross Month

ATHENS, Ga., March 31, 2020 (SEND2PRESS NEWSWIRE) — FormFree® today announced it is celebrating Red Cross Month by expanding its long-held partnership with the American Red Cross of Northeast Georgia. FormFree will support the Northeast Georgia chapter’s mission of alleviating human suffering in the face of emergencies by giving fiscal contributions and engaging in monthly […]

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Rapid Deployment Solutions Selected to Improve Federal Alcohol Tax & Trade Bureau Audits Responsiveness for a Large Distillery

FORT LAUDERDALE, Fla., March 31, 2020 (SEND2PRESS NEWSWIRE) — Rapid Deployment Solutions (RDS) – a leading Content & Records Management solutions company – is excited to announce that it has been selected by one of the largest North American distillers and alcohol distributors to improve their Accounts Payable process, AP audit support, Customer Service support, […]

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DocMagic Launches AutoPrep Technology, Enabling Total eClose to Accept Documents for Paperless eClosings

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, today announced the launch of AutoPrep, a new technology that enables the company’s Total eClose™ platform to accept documents from any source – including non-e-enabled documents. Originally published on CaliforniaNewswire.com — DocMagic Launches AutoPrep […]

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DocMagic Launches AutoPrep Technology, Enabling Total eClose™ to Accept Documents from Any Provider for Paperless eClosings

TORRANCE, Calif., March 30, 2020 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, today announced the launch of AutoPrep, a new technology that enables the company’s Total eClose™ platform to accept documents from any source – including non-e-enabled documents.

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Alpine Bank Selects CompenSafe by LBA Ware for Efficient, Accurate and Scalable Compensation Plan Management

MACON, Ga., March 26, 2020 (SEND2PRESS NEWSWIRE) — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, announced that full-service community bank Alpine Bank has implemented CompenSafe™ to automate incentive compensation for its mortgage loan originators and fulfillment staff.

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Valligent Technologies Wins 2020 HousingWire Tech100 Award for Second Consecutive Year

ROSEVILLE, Calif. /California Newswire/ — Valligent Technologies (Valligent), the leading residential valuation technology company, today announced that it has been awarded HousingWire’s Tech100 award for the second consecutive year. Originally published on CaliforniaNewswire.com — Valligent Technologies Wins 2020 HousingWire Tech100 Award for Second Consecutive Year

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The MReport Recognizes Global DMS as Top 25 Fintech Innovator for its EVO™ Appraisal Management Software

LANSDALE, Pa., March 24, 2020 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of cloud-based appraisal management software, announced that it has been selected by MReport for its inaugural “Top 25 Fintech Innovators” award, which recognizes fintech companies within the mortgage industry that are poised to shape the future of the industry in 2020 and […]

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IDS Expands Help Center to Improve Mortgage Doc Prep Customer Service

SALT LAKE CITY, Utah, March 17, 2020 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has opened a comprehensive, digital help center in its continuing efforts to enhance client support. The help center is part of Zendesk, a customer service platform IDS converted to in May 2019 to streamline […]

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IDS Expands Help Center to Improve Mortgage Doc Prep Customer Service

SALT LAKE CITY, Utah, March 17, 2020 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has opened a comprehensive, digital help center in its continuing efforts to enhance client support. The help center is part of Zendesk, a customer service platform IDS converted to in May 2019 to streamline […]

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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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OpenClose Partners with Genworth Mortgage Insurance to Offer a Streamlined Mortgage Insurance Process from within its LenderAssist LOS

WEST PALM BEACH, Fla., March 13, 2020 (SEND2PRESS NEWSWIRE) — OpenClose®, the industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced it has partnered with Genworth Mortgage Insurance, an operating segment of Genworth Financial (NYSE: GNW), establishing a direct integration to access mortgage insurance (MI) from the LenderAssist™ LOS platform.

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EPIC Adds Nick Nelson as Senior Vice President, Property and Casualty

SAN FRANCISCO, Calif., March 13, 2020 (SEND2PRESS 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. […]

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Refinance Spike Drives Continued Decrease in Critical Defect Rate, According to Q3 2019 ARMCO Mortgage QC Trends Report

DENVER, Colo., March 12, 2020 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, announced the release of the quarterly ARMCO Mortgage QC Trends Report. The latest report covers third quarter (Q3) 2019 and provides loan quality findings for mortgages reviewed by ACES Audit Technology™.

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SimpleNexus Wins ‘Best Digital Mortgage Platform’ at 2020 FinTech Breakthrough Awards

LEHI, Utah, March 12, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, has been named the winner of the “Best Digital Mortgage Platform” award by FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global […]

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OpenClose Recognized as a 2020 Top Mortgage Employer by National Mortgage Professional Magazine for the Fourth Year in a Row

WEST PALM BEACH, Fla., March 11, 2020 (SEND2PRESS NEWSWIRE) — OpenClose®, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that it has again been chosen as a ‘Top Mortgage Employer’ for the fourth year in a row by selected by National Mortgage Professional (NMP) magazine.

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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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After, Inc. just launched its latest whitepaper on Warranty Marketing and Predictive Analytics

NORWALK, Conn., March 11, 2020 (SEND2PRESS NEWSWIRE) — After, Inc., the global leader in Warranty Services since 2005, just announced the launch of its latest whitepaper on Warranty Marketing. The whitepaper, entitled “Optimizing Warranty Marketing with Predictive Analytics” offers readers a playbook of the most effective predictive models and marketing strategies to employ in order […]

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ReverseVision Names Mortgage Technology Veteran Joe Langner President

SAN DIEGO, Calif., March 11, 2020 (SEND2PRESS 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 […]

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HousingWire Names Global DMS a 2020 Tech100 Award Winner for EVO Appraisal Management Software

LANSDALE, Pa., March 10, 2020 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of cloud-based appraisal management software, announced that it has earned a spot on HousingWire’s seventh annual Tech100 awards list, which recognizes the most innovative technology companies in the U.S. housing economy, spanning the real estate mortgage industries.

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LendUS delivers on promise of smart advice, an easy process and super speed with SimpleNexus digital mortgage platform

LEHI, Utah, March 10, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, announced that 90% of loan officers at LendUS now use SimpleNexus to collaborate on loan applications with borrowers and referral partners. LendUS is one of the nation’s top 25 lenders, producing […]

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NotaryCam named to 2020 seventh annual HW Tech100 Mortgage List

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 included on the seventh annual HW Tech100TM list published by housing and mortgage industry trade magazine HousingWire. Originally published on CaliforniaNewswire.com — NotaryCam named to 2020 seventh annual HW […]

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Taylor Wilshire, CEO of the Wilshire Foundation receives ‘outstanding achievement’ praise from the United Nations

NEW YORK, N.Y., March 6, 2020 (SEND2PRESS NEWSWIRE) — On March 3, 2020, the United Nations Economic and Social Council acknowledged the work that the Wilshire Foundation has done to support the UN’s 2030 Sustainable Development Agenda, a blueprint for addressing poverty, inequality, climate change, environmental degradation, peace and justice.

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Matthew LeBlanc named Eastern Region Healthcare Practice Leader for Edgewood Healthcare Advisors, a division of EPIC

BOSTON, Mass. and SAN FRANCISCO, Calif., March 5, 2020 (SEND2PRESS NEWSWIRE) — Edgewood Healthcare Advisors, a division of EPIC announced today that Matthew LeBlanc has been named Healthcare Practice Leader for the Eastern Region reporting to Susan Tewhill, National Healthcare Practice Leader for Edgewood Healthcare Advisors.

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SimpleNexus Makes Third Consecutive Appearance on HousingWire Tech100 List of Most Innovative Companies in Mortgage Technology

LEHI, Utah, March 4, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, has been named to HousingWire’s HW Tech100 for the third year in a row. Now in its eighth year, the HW Tech100 recognizes the most innovative technology companies in the U.S. […]

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ReverseVision Named a 2020 HW Tech100 Mortgage Company for Sixth Year

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 been named a HousingWire (HW) Tech100 Mortgage company for a sixth year. Originally published on CaliforniaNewswire.com — ReverseVision Named a 2020 HW Tech100 Mortgage Company for Sixth […]

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LBA Ware Recognized as 2020 HW Tech100 Company for Helping Mortgage Lenders Drive Profitability with Performance Management Software

MACON, Ga., March 3, 2020 (SEND2PRESS NEWSWIRE) — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, announced it has been named a winner of HousingWire’s annual HW Tech100 award, which recognizes the most innovative and impactful technology companies in the U.S. housing economy.

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Advanced Orthopedics and Sports Medicine Institute Now A Tier 1 In-Network Provider with Horizon Blue Cross Blue Shield of New Jersey

FREEHOLD, N.J., March 2, 2020 (SEND2PRESS NEWSWIRE) — Advanced Orthopedics and Sports Medicine Institute (AOSMI) announced today that it is now a TIER 1 in-network provider with Horizon Blue Cross Blue Shield of New Jersey (Horizon BCBSNJ). AOSMI is participating in all Horizon BCBSNJ medical plans including OMNIA℠ Health plans.

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Advanced Orthopedics and Sports Medicine Institute Now A Tier 1 In-Network Provider with Horizon Blue Cross Blue Shield of New Jersey

FREEHOLD, N.J., March 2, 2020 (SEND2PRESS NEWSWIRE) — Advanced Orthopedics and Sports Medicine Institute (AOSMI) announced today that it is now a TIER 1 in-network provider with Horizon Blue Cross Blue Shield of New Jersey (Horizon BCBSNJ). AOSMI is participating in all Horizon BCBSNJ medical plans including OMNIA℠ Health plans.

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ARMCO Enhances ACES IQ with Addition of HMDA Questionnaires

DENVER, Colo., Feb. 27, 2020 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, announced today it has added questionnaires related to the Home Mortgage Disclosure Act (HMDA) to the ACES Intelligent Questionnaire (ACES IQ) functionality contained within the ACES Audit Technology™ system.

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Mid America Mortgage Named to ‘2020 Best Mortgage Companies To Work For’ List by National Mortgage News

ADDISON, Texas, Feb. 27, 2020 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today that the company has been named one of the “2020 Best Mortgage Companies to Work For” by mortgage industry trade publication National Mortgage News. Mid America ranked 20th among 40 lenders recognized nationally.

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TCF Bank Renews Partnership with the Michigan Chronicle to Invest $100,000 in Detroit Students and Educators

DETROIT, Mich., Feb. 25, 2020 (SEND2PRESS NEWSWIRE) — TCF Bank announced today that it will renew its partnership with the Michigan Chronicle to provide scholarships to Detroit high school seniors through the Michigan Chronicle/TCF Bank S.W.A.G. (Students Wired for Achievement and Greatness) Scholarship Awards. For 2020, the bank will award scholarships between $5,000 and $20,000 […]

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Mortgage Fintech Provider OpenClose Experiences Significant Growth and Continues Adding Award Winning Talent

WEST PALM BEACH, Fla., Feb. 21, 2020 (SEND2PRESS NEWSWIRE) — OpenClose®, the leading mortgage fintech provider and multi-channel loan origination system (LOS), with nearly 20 years of successful implementations, announced that their newly tapped VP of Sales Engineering, Chris Olsen, was honored by National Mortgage Professional (NMP) magazine as one of the ’40 Most Influential […]

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EPIC Adds Trent Sullivan as a Producer in the firm’s Edgewood Healthcare Advisors Practice

NEW YORK, N.Y. and SAN FRANCISCO, Calif., Feb. 21, 2020 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Trent Sullivan has joined the firm as a Producer in the firm’s Edgewood Healthcare Advisors’ Practice.

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LBA Ware Taps Silicon Valley Talent Veronica Mahler to Roll Out LimeGear BI Platform

MACON, Ga., Feb. 19, 2020 (SEND2PRESS NEWSWIRE) — LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, has brought on Silicon Valley talent Veronica Mahler as business analyst. Mahler was hired to support the spring release of LBA Ware’s turnkey business intelligence (BI) platform, LimeGear, […]

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MPI REPORT: Wide Range of Private Market Fund Returns Could Explain Ivy Endowments’ Lackluster Fiscal 2019 Performance

SUMMIT, N.J. / LONDON / TOKYO, Feb. 19, 2020 (SEND2PRESS NEWSWIRE) — Markov Processes International (MPI), a leading provider of investment research, analysis and reporting solutions for the global wealth and asset management industry, today announced the publication of its annual Ivy League endowment performance analysis for the latest fiscal year, “Measuring the Ivy 2019: […]

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GreenState Credit Union Drives First-Lien Mortgage Production with the Help of SimpleNexus

LEHI, Utah, Feb. 18, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, announced that loan officers (LO) at GreenState Credit Union (GreenState) are using the SimpleNexus digital mortgage app to achieve record first mortgage production.

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DocMagic Named a 2020 Top Mortgage Employer by NMP for the Fourth Straight Year

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that it has again been selected by National Mortgage Professional (NMP) magazine as a ‘Top Mortgage Employer’ for the fourth year in a row. Originally published on CaliforniaNewswire.com — DocMagic Named a 2020 […]

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Silk Title Co. Focuses on Digital Mortgage Closing Experience, Triples Client Base, Achieves Single-Month Record in 2019

PROVIDENCE, R.I., Feb. 14, 2020 (SEND2PRESS NEWSWIRE) — Silk Title Co., the leading provider of digitally-driven mortgage closing services, announced it achieved record growth in 2019, enabling the firm to deliver on its “service at scale” promise to its institutional bank and independent mortgage lender clients nationwide.

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DocMagic Named a Top Mortgage Employer by National Mortgage Professional Magazine for the Fourth Straight Year

TORRANCE, Calif., Feb. 14, 2020 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that it has again been selected by National Mortgage Professional (NMP) magazine as a ‘Top Mortgage Employer’ for the fourth year in a row.

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Mid America Mortgage Bolsters Servicing Department with New Hires

ADDISON, Texas, Feb. 7, 2020 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today that it has added John Bargas, Donnell Mitchell and Wendy Strawn to its servicing department. Bargas will lead the department as Executive Managing Director of Servicing and the combined experience and expertise of all three hires will make an […]

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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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Loan Officers Executing Automated Marketing Campaigns Close Twice the Deals, Earn Double the Revenue, Top of Mind Finds

ATLANTA, Ga., Feb. 4, 2020 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today released data revealing that loan officers (LOs) who utilize automated lead, prospect and nurture campaigns on average see double the number of closed […]

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EPIC Continues Expansion of Employee Benefits Practice with a new Pharmacy Practice Leader

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 3, 2020 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today they are continuing to expand their employee benefits resources with the addition of a new Pharmacy Practice Leader, Bob Eisendrath.

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Allegent FCU steps up to the Reese’s Peanut Butter Cup Challenge, Cranberry Twp., Pennsylvania

WEXFORD, Pa., Jan. 31, 2020 (SEND2PRESS NEWSWIRE) — Capturing the buzz of a current Hershey’s Reese’s Peanut Butter commercial spot – Allegent FCU actually sells Reese’s Peanut Butter Cups at a financial institution! The Hershey Company’s branded Reese’s spot teased the Federal Credit Union into accepting the challenge and partnering with Reese’s in fulfilling the […]

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ARMCO Reports Strong 2019, Eyes Further Growth and Expansion in 2020

DENVER, Colo., Jan. 30, 2020 (SEND2PRESS NEWSWIRE) — After a remarkable 2019, ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, is looking ahead to 2020 for what promises to be an outstanding year. In addition to adding several lenders to its growing roster of clients ARMCO also achieved a company […]

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Velocity Credit Union commits to downtown Austin with construction of its new branch

AUSTIN, Texas, Jan. 29, 2020 (SEND2PRESS NEWSWIRE) — Velocity Credit Union, a fixture of the Austin financial scene since 1947, has begun site preparation for its new branch office in downtown Austin. To be located on the southeast corner of 12th and Sabine Streets, the new facility is being built immediately across Sabine Street and […]

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EPIC Launches National Farm and Ranch Practice

INDIANAPOLIS, Ind. and OCALA, Fla., Jan. 29, 2020 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today they are expanding their insurance offering in the Farm & Ranch Insurance market with the practice being led by Chris Moore (President, EPIC Farm & Ranch).

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Bank of Southern California N.A. Announces Fourth Quarter and Year End 2019 Results

SAN DIEGO, Calif., Jan. 29, 2020 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL) today reported results for the fourth quarter ended December 31, 2019. Total assets ended the year at $830 million at December 31, 2019, an increase of 8.1% compared to December 2018. Total loans increased 6.6% to $677 million […]

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Top of Mind Co-founder Sherwood Lawrence Steps into Dual Role as Chief Marketing Officer and Chief Creative Officer

ATLANTA, Ga., Jan. 29, 2020 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced Sherwood Lawrence will take on the role of chief marketing officer in addition to his current position as chief creative officer.

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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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KROST Kicks Off the Year by Announcing Merger with BPE&H an Accountancy Corporation

PASADENA, Calif. and WOODLAND HILLS, Calif., Jan. 27, 2020 (SEND2PRESS 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; […]

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LBA Ware Onboards Chris Gassel as Strategic Sales Specialist to Support Release of LimeGear Business Intelligence Platform

MACON, Ga., Jan. 24, 2020 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, has appointed Chris Gassel as strategic sales specialist. Gassel was brought on board to support the release of LBA Ware’s highly anticipated, turnkey business intelligence (BI) platform, LimeGear.

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FormFree Founder Brent Chandler Commends CFPB Proposal to Eliminate DTI, Citing Ability to Pay as a ‘Best Consumer Borrowing Risk Indicator’

ATHENS, Ga., Jan. 24, 2020 (SEND2PRESS NEWSWIRE) — FormFree Founder and CEO Brent Chandler today responded to this week’s news that Consumer Financial Protection Bureau (CFPB) Director Kathy Kraninger indicated the bureau’s decision to propose amending the Ability to Repay/Qualified Mortgage Rule so as to “move away” from debt-to-income (DTI) calculations as a mortgage underwriting […]

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Kaplan Partners Announces Nicholas DeMedio as Principal

WYNNEWOOD, Pa., Jan. 23, 2020 (SEND2PRESS NEWSWIRE) — Kaplan Partners, a leading boutique executive search and talent advisory firm, today announced Nicholas DeMedio (“Nick”) has joined the firm as a Principal. With more than 20 years of Executive Search, Talent Management and Human Resources experience, Nick comes from a regional Human Resources consulting firm where […]

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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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CardTapp and Top of Mind Offer Combined Solution Aimed at Improving Loan Officer Productivity and Lead Response Time

ATLANTA, Ga., Jan. 21, 2020 (SEND2PRESS NEWSWIRE) — CardTapp, your always-on digital assistant, today announced an integration with Surefire by Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry. The integration brings together Surefire’s new Power Calls capability with CardTapp’s digital […]

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CardTapp and Top of Mind Offer Combined Solution Aimed at Improving Loan Officer Productivity and Lead Response Time

ATLANTA, Ga., Jan. 21, 2020 (SEND2PRESS NEWSWIRE) — CardTapp, your always-on digital assistant, today announced an integration with Surefire by Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry. The integration brings together Surefire’s new Power Calls capability with CardTapp’s digital […]

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Top of Mind Elevates Jonas Kruckeberg to Executive Vice President of Strategic Partnerships and Industry Relationships

ATLANTA, Ga., Jan. 16, 2020 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced it has elevated Jonas Kruckeberg to executive vice president of strategic partnerships and industry relationships.

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