LOS ANGELES, Calif., Dec. 9, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (“EPIC”), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Raylene Chiarizzio has joined the firm as Senior Vice President of the firm’s Southwest Risk Management Practice.
Tag Archives | Finance
EPIC adds David Thoke to its Risk Management operations in Los Angeles
LOS ANGELES, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that David Thoke has joined the firm as Managing Principal of the firm’s Southwest Risk Management Practice. Originally published on CaliforniaNewswire.com — EPIC adds David Thoke to its Risk Management operations […]
BobbiJo DeNofa joins the EPIC Risk Management team in Los Angeles
LOS ANGELES, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that BobbiJo DeNofa has joined the firm as Managing Principal of the firm’s Southwest Risk Management Practice. Originally published on CaliforniaNewswire.com — BobbiJo DeNofa joins the EPIC Risk Management team in […]
BobbiJo DeNofa joins EPIC in Los Angeles
LOS ANGELES, Calif., Dec. 5, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that BobbiJo DeNofa has joined the firm as Managing Principal of the firm’s Southwest Risk Management Practice.
David Thoke joins EPIC in Los Angeles
LOS ANGELES, Calif., Dec. 5, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that David Thoke has joined the firm as Managing Principal of the firm’s Southwest Risk Management Practice.
AmericaSCORES Bay Area, the Award-Winning Nonprofit, Now Accepts Bitcoin, Bitcoin Cash, and Ethereum Donations through BitPay
SAN FRANCISCO, Calif. /California Newswire/ — AmericaSCORES Bay Area, the award-winning nonprofit that has been studied for its proven benefits to student learning, health, and social-emotional skills of over 2,000 low-income youth, has partnered with blockchain technology and design firm Totem Block and BitPay, the largest global blockchain payment provider, to become an early adopter […]
Award-Winning Bay Area Nonprofit Now Accepts Bitcoin, Bitcoin Cash, and Ethereum Donations through BitPay
SAN FRANCISCO, Calif., Dec. 5, 2019 (SEND2PRESS NEWSWIRE) — AmericaSCORES Bay Area, the award-winning nonprofit that has been studied for its proven benefits to student learning, health, and social-emotional skills of over 2,000 low-income youth, has partnered with blockchain technology and design firm Totem Block and BitPay, the largest global blockchain payment provider, to become […]
Florida Blue and Papa Partner to Address Social Isolation, Improve Health Outcomes
MIAMI, Fla., Dec. 5, 2019 (SEND2PRESS NEWSWIRE) — Florida Blue, the leading health insurer in Florida, announced today that it is partnering with Papa, a nationwide provider of senior services, to offer Florida Blue members in select Medicare Advantage plans assistance with transportation, house chores, companionship and other senior support services.
Black Knight Inc. Joins The Mortgage Collaborative (TMC) Preferred Partner Network
SAN DIEGO, Calif. /California Newswire/ — The Mortgage Collaborative (TMC), the mortgage industry’s only independent cooperative, today announced that Black Knight, Inc. (NYSE:BKI), a leading provider of mortgage software, data and analytics solutions, has been added to its Preferred Partner network. Originally published on CaliforniaNewswire.com — Black Knight Inc. Joins The Mortgage Collaborative (TMC) Preferred […]
EPIC Adds Todd Randolph in Atlanta, GA
ATLANTA, Ga., Dec. 4, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Todd Randolph has joined the firm as a Principal of its Southeast Employee Benefits Practice.
Black Knight Joins The Mortgage Collaborative’s Preferred Partner Network
SAN DIEGO, Calif., Dec. 4, 2019 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the mortgage industry’s only independent cooperative, today announced that Black Knight, Inc. (NYSE:BKI), a leading provider of mortgage software, data and analytics solutions, has been added to its Preferred Partner network.
EPIC Adds Sheryl Marshall in Napa, CA
NAPA, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sheryl Marshall has joined the firm as Principal within the firm’s Moving & Storage Practice. Originally published on CaliforniaNewswire.com — EPIC Adds Sheryl Marshall in Napa, CA
Conte Wealth Advisors Opens York Office Continuing Expansion
CAMP HILL, Pa., Dec. 3, 2019 (SEND2PRESS NEWSWIRE) — Camp Hill based Conte Wealth Advisors continues its considerable expansion efforts opening an office at 1423 E Market St in York and welcoming two seasoned advisors into the organization.
Wilson Long of EPIC Selected for Prestigious SIBF Leadership Academy
BIRMINGHAM, Ala. and SAN FRANCISCO, Calif., Dec. 3, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Wilson Long of the firm’s Birmingham-based National Energy Construction Practice is one of a select group of leaders throughout the U.S. accepted into the SIBF […]
EPIC Adds Sheryl Marshall in Napa, California
NAPA, Calif., Dec. 3, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sheryl Marshall has joined the firm as Principal within the firm’s Moving & Storage Practice.
SimpleNexus President and COO Ben Miller Honored as 2019 HousingWire Vanguard Award Recipient
LEHI, Utah, Dec. 3, 2019 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced that President and COO Ben Miller has been named a 2019 HousingWire Vanguard Award winner. Now in its fifth year, the HW Vanguard Awards program recognizes executives in the […]
EPIC Adds Scott Weiss as Principal – Strengthens its Risk Management Operations in California
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Scott Weiss has joined the firm as a Principal in their Risk Management Practice. Originally published on CaliforniaNewswire.com — EPIC Adds Scott Weiss as Principal – Strengthens its Risk Management […]
EPIC Adds Scott Weiss as Principal – Addition Further Strengthens EPIC’s Risk Management Operations in California
SAN FRANCISCO, Calif., Dec. 2, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Scott Weiss has joined the firm as a Principal in their Risk Management Practice.
Mid America Mortgage Executives to Speak at Upcoming MBA, ALTA Events
ADDISON, Texas, Nov. 26, 2019 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today that two of its executives will be sharing their expertise at upcoming events for the Mortgage Bankers Association (MBA) and the American Land Title Association (ALTA), respectively.
Kelly Geary of EPIC Insurance Brokers Named National Executive Risk and Cyber Practice Leader
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Kelly Geary has been named National Executive Risk & Cyber Practice Leader. Geary and her team bring deep knowledge and expertise in Cyber and Executive Risk to EPIC and their clients […]
Kelly Geary of EPIC Named National Executive Risk and Cyber Practice Leader
SAN FRANCISCO, Calif. and NEW YORK, N.Y., Nov, 26, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Kelly Geary has been named National Executive Risk & Cyber Practice Leader. Geary and her team bring deep knowledge and expertise in Cyber and […]
Mid America Mortgage Named Top 25 Mortgage Company by MReport Magazine
ADDISON, Texas, Nov. 23, 2019 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today that the company has been named one of MReport’s “2019 Top 25 Companies in Mortgage and Servicing.”
SimpleNexus CEO Matt Hansen Named to Inaugural Class of ‘Lending Luminaries’
LEHI, Utah, Nov. 22, 2019 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, announced that company Founder and CEO Matt Hansen has been named to PROGRESS in Lending’s inaugural list of Lending Luminaries. The award program recognizes individuals whose vision and leadership have inspired […]
Jean Hagan Brings Decades of Restaurant Operations Experience to the Culinary Institute of America as Newly Appointed Adjunct Professor
PASADENA, Calif., Nov. 19, 2019 (SEND2PRESS NEWSWIRE) — Jean Hagan, Principal of KROST CPAs & Consultants and leader of the firm’s restaurant consulting practice, has recently taken on an additional title as Adjunct Professor of Restaurant Operations and Management Strategies at the Culinary Institute of America (CIA). Her first course, Operations and Management Strategies for […]
ARMCO Reduces QC Turn Times with ACES’ New Parallel Workflow Capability
POMPANO BEACH, Fla., Nov. 19, 2019 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, has announced several product enhancements to its auditing platform, ACES Audit Technology. This upgrade introduces a new parallel workflow capability that saves time and reduces turn times while maintaining the quality of staff […]
FormFree partners with Teo to modernize customer acquisition for mortgage lenders
ATHENS, Ga., Nov. 18, 2019 (SEND2PRESS NEWSWIRE) — FormFree today announced a strategic partnership with Teo, a lead generation platform and AI assistant that helps mortgage lenders close more loans faster. Teo will leverage FormFree’s market-leading Passport verification service to help assess the quality of incoming prospects.
Susan Tewhill of EPIC named Practice Leader of Edgewood Healthcare Advisors, a division of EPIC
SAN FRANCISCO, Calif. and NEW YORK, N.Y., Nov. 18, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Susan Tewhill will be leading the Edgewood Healthcare Advisors practice. Susan and her team bring a wealth of knowledge and experience to the healthcare […]
EPIC Insurance Brokers and Consultants and Prime Risk Partners Have Joined Forces
ATLANTA, Ga. and SAN FRANCISCO, Calif., Nov. 14, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants and Prime Risk Partners Inc., announced today that they have officially joined forces to continue to build on their national footprint and offer greater specialty support and services to their clients and collaboration among EPIC’s colleagues. The transaction […]
Local Catholic Company Reaches Billion-Dollar Milestone
ARDEN HILLS, Minn., Nov. 14, 2019 (SEND2PRESS NEWSWIRE) — Catholic United Financial, the oldest fraternal benefit society domiciled in Minnesota and one of the longest continually operating businesses in the state, has announced that for the first time in the company’s 141-year history, its total assets have exceeded one billion dollars.
SimpleNexus Expands On-the-Go Credit Services with Integration of Instant Merge from CoreLogic
LEHI, Utah, Nov. 14, 2019 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced the integration of the CoreLogic Instant Merge credit solution into its mobile app and web-based digital mortgage platform.
SimpleNexus Ranks 102 on Deloitte’s 2019 Technology Fast 500
LEHI, Utah, Nov. 13, 2019 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced it has earned the 102 position on Deloitte’s Technology Fast 500.
EPIC’s Betsey Brewer honored with 2019 Ramsden/Sullivan Memorial Award from the Independent Insurance Brokers and Agents of California
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Betsey L. Brewer, CPCU was honored recently with the distinguished Ramsden/Sullivan Memorial Award. Originally published on CaliforniaNewswire.com — EPIC’s Betsey Brewer honored with 2019 Ramsden/Sullivan Memorial Award from the Independent Insurance […]
Betsey Brewer of EPIC honored with Ramsden/Sullivan Memorial Award from the Independent Insurance Brokers and Agents of California
SAN FRANCISCO, Calif. and NEW YORK, N.Y., Nov. 13, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Betsey L. Brewer, CPCU was honored recently with the distinguished Ramsden/Sullivan Memorial Award.
Papa and Aetna Announce Collaboration in Florida for Medicare Advantage Members
MIAMI, Fla., Nov. 13, 2019 (SEND2PRESS NEWSWIRE) — Papa Inc., a leading provider for seniors and Medicare Advantage Members, announced today its collaboration with Aetna, a CVS Health company. Papa connects local college students, known as “Papa Pals,” to older adults who need help with companionship, house chores and technology lessons.
Mid America Mortgage Completes In-House Conversion of Its Mortgage Servicing Operations
ADDISON, Texas, Nov. 12, 2019 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today that it has completed the transition of its servicing operations to its newly-formed in-house servicing department. As of November 4, 2019, Mid America’s national servicing portfolio, will be managed by an internal staff of approximately 40 employees located in […]
Finance of America Mortgage LLC Transforms Incentive Compensation Process, Gains Insight, Flexibility and Efficiency with LBA Ware’s CompenSafe
MACON, Ga., Nov. 12, 2019 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading incentive compensation management (ICM) and business intelligence (BI) software solutions provider for the mortgage industry, today announced that Finance of America Mortgage LLC (FAM) has upgraded its incentive compensation process with CompenSafe.
New YouTube Channel, ‘Dr. Nevine Carmelle TV’ Spotlights Financial and Real Estate Problems and Solutions
IRVINE, Calif. /California Newswire/ — Dr. Nevine Carmelle, PhD is excited to announce the launch of her new YouTube channel – “The Dr. Nevine Carmelle TV Show.” After receiving numerous questions pertaining to tax problems and the law via phone calls and emails, she thought it would be a good idea to launch a channel […]
New YouTube Channel with Dr. Nevine Carmelle Spotlights Financial and Real Estate Problems and Solutions
IRVINE, Calif., Nov. 8, 2019 (SEND2PRESS NEWSWIRE) — Dr. Nevine Carmelle is excited to announce the launch of her new YouTube channel – “The Dr. Nevine Carmelle TV Show.” After receiving numerous questions pertaining to tax problems and the law via phone calls and emails, she thought it would be a good idea to launch […]
NotaryCam’s Continues ‘Help a Hero’ Initiative for 7th Consecutive Year
NEWPORT BEACH, Calif. /California Newswire/ — NotaryCam(R) today announced that in honor of Veterans Day, it would once again offer free remote online notarization (RON) sessions to United States veterans and current service members as part of its semi-annual “Help a Hero” initiative. Originally published on CaliforniaNewswire.com — NotaryCam’s Continues ‘Help a Hero’ Initiative for […]
Bank of Southern California, N.A. Names Troy Perry Managing Director, Business Banking in L.A. Area
SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, is pleased to announce that Troy Perry has joined the company as Managing Director of Business Banking. He will be responsible for broadening Bank of Southern California’s market presence by actively seeking new […]
NotaryCam’s Continues ‘Help a Hero’ Initiative for Seventh Consecutive Year
NEWPORT BEACH, Calif., Nov. 8, 2019 (SEND2PRESS NEWSWIRE) — NotaryCam(R) today announced that in honor of Veterans Day, it would once again offer free remote online notarization (RON) sessions to United States veterans and current service members as part of its semi-annual “Help a Hero” initiative.
Pop Up World’s ‘Investor Connector’ Aims to Disrupt Shark Tank and Dragon’s Den
LONDON, U.K., Nov. 7, 2019 (SEND2PRESS NEWSWIRE) — If you are a budding entrepreneur looking for start-up funds your only option could be family and friends, crowdfunding or maybe just maybe if you are accepted, an appearance on Shark Tank or Dragon’s Den. Graham Jules, founder and CEO of Pop Up World is familiar with […]
Bank of Southern California NA Names Troy Perry Managing Director, Business Banking
SAN DIEGO, Calif., Nov. 6, 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 Troy Perry has joined the company as Managing Director of Business Banking. He will be responsible for broadening Bank of Southern California’s market presence by […]
Inaugural NEXT Excellence in Leadership Award Goes to Lee Raagas, CEO of Skid Row Housing Trust at NEXTDC19
WASHINGTON, D.C., Nov. 5, 2019 (SEND2PRESS NEWSWIRE) — Ahead of the highly anticipated #NEXTDC19 summit on November 18, 19 in Washington, D.C., from NEXT Mortgage Events, conference co-host Faith Schwartz, President of Housing Finance Strategies, announced that Kerri Milam, president of Depth Public Relations will present the inaugural NEXT Excellence in Leadership award to Lee […]
DocMagic Holds Highest Market Share in Document Generation in STRATMOR Group’s 2019 Study
TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that its Total eClose(TM) platform is the eClosing leader based on market share, overall satisfaction and lender loyalty in STRATMOR Group’s 2019 Mortgage Technology Insight Study. Originally published on CaliforniaNewswire.com — DocMagic Holds […]
LBA Ware Founder and CEO Scheduled to Speak at 2019 MBA Accounting and Financial Management Conference
MACON, Ga., Nov. 5, 2019 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading incentive compensation management (ICM) and business intelligence (BI) software solutions provider to the mortgage industry, today announced that Founder and CEO Lori Brewer has been invited to speak at the Mortgage Bankers Association (MBA) 2019 Accounting and Financial Management Conference, November 19-21.
Strategic Benefits Advisors Named Among Atlanta’s Top Employee Benefits & Compensation Companies
ATLANTA, Ga., Nov. 5, 2019 (SEND2PRESS NEWSWIRE) — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) has been named to the Atlanta Business Chronicle’s list of the top 20 employee benefits and compensation companies in Atlanta.
DocMagic Leads eClosing Categories and Holds Highest Market Share in Document Generation in STRATMOR Group’s 2019 Study
TORRANCE, Calif., Nov. 5, 2019 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that its Total eClose(TM) platform is the eClosing leader based on market share, overall satisfaction and lender loyalty in STRATMOR Group’s 2019 Mortgage Technology Insight Study.
EPIC Launches Cannabis Site Pollution Liability (CSPL) Insurance Program
ALPHARETTA, Ga., Nov. 5, 2019 (SEND2PRESS NEWSWIRE) — Greyling Insurance Brokerage & Risk Consulting (Greyling), a division of EPIC Insurance Brokers & Consultants (EPIC), today announced the first nationwide Site Pollution Liability Insurance Program for the emerging cannabis industry.
Holiday Travel Deals 2019-2020: Don’t Forget Travel Insurance
NEW YORK, N.Y., Nov. 4, 2019 (SEND2PRESS NEWSWIRE) — Black Friday, Cyber Monday and Travel Tuesday – November is full of travel deals for those looking to save money on their next vacation, according to TravelInsurance.com. Just don’t forget to purchase travel insurance to protect your investment, even if your travel dates are just around […]
SimpleNexus’ Rapid Revenue Growth Lands It a Spot on MountainWest Capital’s 2019 Utah 100 List
LEHI, Utah, Nov. 1, 2019 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced it has been named to MountainWest Capital Network’s (MWCN) Utah 100 list of fastest-growing companies in the state.
FinTech Firm FormFree Sponsors PGA Tour Golfer Matt NeSmith
ATHENS, Ga., Nov. 1, 2019 (SEND2PRESS NEWSWIRE) — FormFree today announced a two-year agreement to sponsor 25-year-old pro golfer Matt NeSmith. Currently playing in his first season on the PGA TOUR, NeSmith will wear the fintech firm’s logo on the left sleeve of his apparel.
Matic named to InsurTech100 list of the world’s top insurance technology providers
COLUMBUS, Ohio, Oct. 31, 2019 (SEND2PRESS NEWSWIRE) — Matic, a fully licensed digital insurance agency that partners with mortgage servicers and originators to sell insurance products to borrowers, has been named to FinTech Global’s InsurTech100. The annual awards program, now in its second year, recognizes the pioneering tech firms leading today’s global insurance industry.
Tom Mackey of EPIC Insurance Brokers Recognized as 2019 ‘Young Gun’ by Insurance Business America
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Tom Mackey, Risk Management Consultant has been named a 2019 Insurance Industry “Young Gun” by Insurance Business America (IBA). Originally published on CaliforniaNewswire.com — Tom Mackey of EPIC […]
EPIC’s Tom Mackey Recognized as 2019 ‘Young Gun’ by Insurance Business America
SAN FRANCISCO, Calif. and ATLANTA, Ga., Oct. 31, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Tom Mackey, Risk Management Consultant has been named a 2019 Insurance Industry “Young Gun” by Insurance Business America (IBA).
FormFree adds paystubs to Passport all-in-one asset, employment and income verification service
ATHENS, Ga., Oct. 29, 2019 (SEND2PRESS NEWSWIRE) — FormFree today announced that it has added paystub collection and verification to its Passport(TM) all-in-one asset, employment and income verification service. The enhancement will be available to FormFree customers, including those who use Passport through one of FormFree’s more than 100 integrations and reseller partnerships, in November.
Domestic and International Arbitrator Dr. Nevine Carmelle Authors Book on Wealth and Business Planning Strategies
IRVINE, Calif. /California Newswire/ — Dr. Nevine Carmelle, a celebrated professional who’s dedicated to the field of finance, recently authored, “Wealth and Business Planning Strategies: The Ultimate Guide for Wealth Management, Privacy & Prosperity for Business Owners” (ISBN: 978-0692562017). Available in paperback and Kindle edition, the book quickly became a bestseller on Amazon. Originally published […]
California-based Tax Specialty Firm KBKG Joins Real Estate Roundtable (RER)
PASADENA, Calif. /California Newswire/ — Last year, specialty tax incentive firm KBKG joined the Real Estate Roundtable (RER), and several of KBKG’s executive leadership team currently serve as members of the organization’s President’s Council, Associate Council, and Committees. Originally published on CaliforniaNewswire.com — California-based Tax Specialty Firm KBKG Joins Real Estate Roundtable (RER)
Domestic and International Arbitrator Authors Book on Wealth and Business Planning Strategies
IRVINE, Calif., Oct. 29, 2019 (SEND2PRESS NEWSWIRE) — Dr. Nevine Carmelle, a celebrated professional who’s dedicated to the field of finance, recently authored, “Wealth and Business Planning Strategies: The Ultimate Guide for Wealth Management, Privacy & Prosperity for Business Owners” (ISBN: 978-0692562017). Available in paperback and Kindle edition, the book quickly became a bestseller on […]
Tax Specialty Firm KBKG Joins Real Estate Roundtable
PASADENA, Calif., Oct. 29, 2019 (SEND2PRESS NEWSWIRE) — Last year, specialty tax incentive firm KBKG joined the Real Estate Roundtable (RER), and several of KBKG’s executive leadership team currently serve as members of the organization’s President’s Council, Associate Council, and Committees.
Diligence Capital Advisors Sources Capital for Iconic South Jersey Swim Club
MARLTON, N.J., Oct. 29, 2019 (SEND2PRESS NEWSWIRE) — Diligence Capital Advisors is excited to announce that it has sourced new capital investments for the Chartwell Swim Club, a legendary swim club and day camp located in Marlton, New Jersey. The financing was made by a Philadelphia based investment company.
Global DMS Officially Introduces EVO-Residential(tm) Valuation Technology Platform
AUSTIN, Texas, Oct. 28, 2019 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of cloud-based valuation management software, announced the launch of its new residential valuation solution at the MBA’s Annual Convention & Expo being held at the Austin Convention Center from Oct. 27 – 30. Branded EVO-Residential (EVO-Res), the platform is primed to change […]
Depth Public Relations Names Lindsey Neal Vice President of Client Services
ATLANTA, Ga., Oct. 25, 2019 (SEND2PRESS NEWSWIRE) — Depth Public Relations, LLC, (DepthPR) a leading provider of consultative marketing, public relations and reputation management services for the mortgage lending and residential finance industry, today announced its promotion of Lindsey Neal to vice president of client services.
Bank of Southern California, N.A. (BCAL) Announces Third Quarter 2019 Results
SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL) today reported results for the third quarter ended September 30, 2019. Total assets grew to $839 million at September 30, 2019, a 14% increase compared to the third quarter of 2018. Originally published on CaliforniaNewswire.com — Bank of Southern California, N.A. […]
Bank of Southern California, N.A. Announces Third Quarter 2019 Results
SAN DIEGO, Calif., Oct. 25, 2019 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL) today reported results for the third quarter ended September 30, 2019. Total assets grew to $839 million at September 30, 2019, a 14% increase compared to the third quarter of 2018.
IDS Adds Integrated 4506-T Income Verification Services from QuestSoft to Its Mortgage Document Preparation Platform
SALT LAKE CITY, Utah, Oct. 24, 2019 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), today announced it has integrated 4506-T Verification Services from QuestSoft Corporation, one of the nation’s leading providers of automated mortgage compliance software, into idsDoc.
ARMCO Completes Fast Track 45-Day Implementation Delivering on Bay Equity’s QC Update Deadline
POMPANO BEACH, Fla., Oct. 24, 2019 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, has announced that it has implemented ACES Audit Technology(TM) for Bay Equity Home Loans, well within the lender’s 45-day deadline for launching its new quality control (QC) operations.
MCT Launches InvestorMatic to Elevate the Whole Loan Trading Experience Between Lenders and Investors
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has officially introduced a unique program called InvestorMatic in the lead up to the MBA Annual Convention & Expo in Austin, Texas. Originally published on CaliforniaNewswire.com — MCT Launches InvestorMatic to […]
MCT Launches InvestorMatic™ Program to Elevate the Whole Loan Trading Experience Between Lenders and Investors
SAN DIEGO, Calif., Oct. 23, 2019 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has officially introduced a unique program called InvestorMatic in the lead up to the MBA Annual Convention & Expo in Austin, Texas.
FormFree Teams Up with LexisNexis Risk Solutions to Revolutionize Digital Mortgage Loan Applications for Borrowers and Lenders
ATHENS and ATLANTA, Ga., Oct. 23, 2019 (SEND2PRESS NEWSWIRE) — FormFree has teamed up with LexisNexis Risk Solutions to help lenders intelligently pre-fill the Universal Residential Loan Application (Form 65/1003) for mortgage applicants. The combined solution significantly reduces the amount of information a consumer must manually input.
Industry Veteran Chris Olsen Joins OpenClose as Vice President of Sales Engineering
WEST PALM BEACH, Fla., Oct. 23, 2019 (SEND2PRESS NEWSWIRE) — OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that it added technology veteran Chris Olsen to help further expand its sales department. Chris holds the newly created position of vice president of sales engineering.
LBA Ware’s CompenSafe™ Enhances the Loan Originator Experience at Guaranteed Rate
MACON, Ga., Oct. 23, 2019 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced that Guaranteed Rate Companies has improved internal processes and enhanced the loan originator (LO) experience with the implementation of CompenSafe.
SimpleNexus Integrates with Reggora, Enabling Loan Originators to View and Manage Appraisals on the Go
LEHI, Utah, Oct. 23, 2019 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced it has partnered with Reggora, the leading automated appraisal technology for mortgage lenders and appraisers in delivering a range of origination solutions for the mortgage industry.
ReverseVision Unveils New Tech Strategy: Major Platform Updates and Brand Transformation
SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced its transformation as an API-enabled flexible reverse lending platform, unveiling a new logo as part of its revised mission and rebranding. Originally published on CaliforniaNewswire.com — ReverseVision Unveils New […]
ReverseVision Unveils New Tech Strategy with Major Platform Updates and Brand Transformation at 2019 MBA Annual Conference
SAN DIEGO, Calif., Oct. 22, 2019 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced its transformation as an API-enabled flexible reverse lending platform, unveiling a new logo as part of its revised mission and rebranding.
Bank of Southern California, N.A. (BCAL) and CalWest Bancorp to Merge
SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL) and CalWest Bancorp (OTCBB: CALW), today announced the signing of a definitive agreement and plan of merger (the “Agreement”) whereby CalWest Bank will merge with and into Bank of Southern California. The merger is subject to customary closing conditions, including the […]
Bank of Southern California, NA and CalWest Bancorp, the Holding Company for CalWest Bank, Announce Agreement to Merge
SAN DIEGO and RANCHO SANTA MARGARITA, Calif., Oct. 21, 2019 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL) and CalWest Bancorp (OTCBB: CALW), today announced the signing of a definitive agreement and plan of merger (the “Agreement”) whereby CalWest Bank will merge with and into Bank of Southern California. The merger is […]
STRATMOR Group’s 2019 Technology Insight Study Scores MCT Highest for Overall Satisfaction, Lender Loyalty, and Lender Share
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that the study results from STRATMOR Group’s 2019 Technology Insight Study show MCT as the industry leader in lender share, overall satisfaction, and Lender Loyalty Score(r) in the Production Pipeline Hedging category. Originally […]
STRATMOR Group’s 2019 Technology Insight Study Again Scores MCT Highest for Overall Satisfaction, Lender Loyalty, and Lender Share
SAN DIEGO, Calif., Oct. 18, 2019 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that the study results from STRATMOR Group’s 2019 Technology Insight Study show MCT as the industry leader in lender share, overall satisfaction, and Lender Loyalty Score(r) in the Production Pipeline […]
New DocMagic Mobile App Leverages Backend Technology to Fill Critical Gap in Digital Lending Workflow
TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced the launch of its new LoanMagic mobile application. LoanMagic, which is provided free to all DocMagic customers, leverages a powerful backend platform that provides full interoperability with DocMagic solutions, as well as other […]
New DocMagic Mobile Application Leverages Backend Technology to Fill Critical Gap in Digital Lending Workflow
TORRANCE, Calif., Oct. 17, 2019 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced the launch of its new LoanMagic mobile application. LoanMagic, which is provided free to all DocMagic customers, leverages a powerful backend platform that provides full interoperability with DocMagic solutions, as […]
FormFree Welcomes Christy Moss, CMB as Director of Partner Relationships
ATHENS, Ga., Oct. 17, 2019 (SEND2PRESS NEWSWIRE) — FormFree today announced it has appointed former Fannie Mae Strategic Business and Relationship Manager Christy Moss, CMB as director of partner relationships. In her role at FormFree, the 30-year mortgage industry veteran will strengthen and grow industry partnerships and cultivate internal talent as leader of the company’s […]
Bank of Southern California (BCAL) Names Jacob Mathews Managing Director of Business Banking
SAN DIEGO, Calif. /California Newswire/ — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, is pleased to announce that Jacob Mathews has joined the company as Managing Director of Business Banking. He will be responsible for expanding Bank of Southern California’s client base by actively seeking new […]
Bank of Southern California NA Names Jacob Mathews Managing Director of Business Banking
SAN DIEGO, Calif., Oct. 16, 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 Jacob Mathews has joined the company as Managing Director of Business Banking. He will be responsible for expanding Bank of Southern California’s client base by […]
The Nation’s 34th Largest Retail Insurance Broker Prime Risk Partners Joins EPIC
ATLANTA, Ga. and SAN FRANCISCO, Calif., Oct. 15, 2019 (SEND2PRESS NEWSWIRE) — Prime Risk Partners Inc. and EPIC Insurance Brokers & Consultants, announced today that they have entered into an agreement to join forces. EPIC, founded in 2007, has grown to become one of the 15 largest U.S. retail insurance brokers and the nation’s 9th […]
FormFree’s Brent Chandler, Faith Schwartz Lend Their Expertise to Prominent Mortgage Industry Events
ATHENS, Ga., Oct. 15, 2019 (SEND2PRESS NEWSWIRE) — FormFree today announced that company board member Faith Schwartz and Founder and CEO Brent Chandler have been invited to share their subject matter expertise at prominent upcoming mortgage industry events. Schwartz and Chandler will participate on panels at the Mortgage Bankers Association’s (MBA) Annual Convention and Expo […]
EPIC’s Kamran Khaliq Recognized as 2019 ‘Young Gun’ by Insurance Business America
NEW YORK, N.Y. and SAN FRANCISCO, Calif., Oct. 14, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Kamran Khaliq, Vice President, Private Equity and M&A, has been named a 2019 Insurance Industry “Young Gun” by Insurance Business America […]
EPIC Insurance Brokers & Consultants Launches New Healthcare Practice: Edgewood Healthcare Advisors
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers & Consultants (Edgewood Partners Insurance Center or EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today the expansion and reorganization of its healthcare practice. Originally published on CaliforniaNewswire.com — EPIC Insurance Brokers & Consultants Launches New Healthcare Practice: Edgewood Healthcare Advisors
AutoAwards Shares Tips to Boost F&I Sales Through An Auto Dealership Maintenance Program (PPM)
ODESSA, Del., Oct. 10, 2019 (SEND2PRESS NEWSWIRE) — AutoAwards, a leader in loyalty marketing for auto dealerships, realizes sales are extremely competitive and difficult at times. Starting a rewards program can help auto dealerships overcome weak sales. AutoAwards has proven solutions to help dealerships increase sales performance across all departments.
EPIC Insurance Brokers and Consultants Announces Launch of New Healthcare Practice – Edgewood Healthcare Advisors
SAN FRANCISCO, Calif., Oct. 10, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants (Edgewood Partners Insurance Center or EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today the expansion and reorganization of its healthcare practice.
MCT’s COO Phil Rasori Honored with 2019 HousingWire Tech Trendsetters Award
SAN DIEGO, Calif. /California Newswire/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that its COO, Phil Rasori, has been designated to HousingWire’s inaugural Tech Trendsetters award list. Phil is credited with being instrumental in the architecture and launch of multiple innovative capital markets solutions. Originally […]
MCT’s COO Phil Rasori Honored with HousingWire Tech Trendsetters Award
SAN DIEGO, Calif., Oct. 9, 2019 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that its COO, Phil Rasori, has been designated to HousingWire’s inaugural Tech Trendsetters award list. Phil is credited with being instrumental in the architecture and launch of multiple innovative capital […]
SimpleNexus Recognized as Fastest Growing Utah Company by Utah Business Fast 50 and Utah Valley UV50 Lists
LEHI, Utah, Oct. 9, 2019 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced it has been ranked among the fastest-growing companies in the state by both Utah Business and Utah Valley BusinessQ magazines. SimpleNexus was named a top Emerging Company on Utah […]
MQMR: Fannie Mae Selling Guide Updates Compel Lenders to Conduct Independent Audit Reviews of QC Process Before Year’s End
LOS ANGELES, Calif. /California Newswire/ — Mortgage Quality Management and Research, LLC (MQMR) President Michael Steer reminded lenders to conduct an independent audit review of their quality control (QC) process immediately in deference to updates to “Subpart D1, Lender QC Process” of the Fannie Mae Selling Guide. Originally published on CaliforniaNewswire.com — MQMR: Fannie Mae […]
MQMR: FNMA Updates to Selling Guide Compels Lenders to Conduct Independent Audit Reviews of QC Process Before Year’s End
LOS ANGELES, Calif., Oct. 8, 2019 (SEND2PRESS NEWSWIRE) — Mortgage Quality Management and Research, LLC (MQMR) President Michael Steer reminded lenders to conduct an independent audit review of their quality control (QC) process immediately in deference to updates to “Subpart D1, Lender QC Process” of the Fannie Mae Selling Guide.
NotaryCam’s Rick Triola Named a 2019 HousingWire Tech Trendsetter
NEWPORT BEACH, Calif., Oct. 8, 2019 (SEND2PRESS NEWSWIRE) — NotaryCam, the leader in online notarization and original provider of mortgage eClosing solutions, today announced that its Founder and CEO Rick Triola has been named a 2019 Tech Trendsetter by HousingWire magazine as part of its inaugural HW Tech Trendsetter Awards program.
EPIC Adds Dave Tate in Dallas, Texas
DALLAS, Texas, Oct. 8, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that Dave Tate has joined the firm’s Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
After, Inc. Publishes Latest Research on California Consumer Protection Act (CCPA) – Effective Jan. 1, 2020 – and Its Implications for Manufacturers
NORWALK, Conn., Oct. 8, 2019 (SEND2PRESS NEWSWIRE) — After, Inc., a pioneer in the Warranty Services industry, has delivered innovative warranty marketing, analytics and program management services to top-tier manufacturers since 2005. As an industry leader, After, Inc. stays on top of regulations that may affect its manufacturing clients. The California Consumer Protection Act (CCPA) […]
EPIC’s Marine Insurance Operations Bolstered with Addition of Ivon Friedman in San Francisco
SAN FRANCISCO, Calif. /California Newswire/ — EPIC Insurance Brokers and Consultants (EPIC) announced today that Ivon Friedman has joined the firm’s Marine Practice in San Francisco. Friedman will report to EPIC’s Risk Management – National Property and Marine Practice Leader, Michael Korn. Originally published on CaliforniaNewswire.com — EPIC’s Marine Insurance Operations Bolstered with Addition of […]
KBKG Tax Specialty Firm Welcomes Alex Martin to Lead its New Transfer Pricing Practice for Cross-border Businesses
PASADENA, Calif. /California Newswire/ — Nationwide tax specialty firm KBKG announced the hiring of Alex Martin as Principal and leader of the firm’s new Transfer Pricing practice. Alex comes with over 22 years of full-time, international transfer pricing experience working in Washington, D.C.; Melbourne, Australia; and Detroit, Michigan where he resides currently. Originally published on […]