HOUSTON, Texas, July 23, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Eric Feighl has joined the firm as a Principal and Southwest Region Surety Practice Leader.
Tag Archives | Finance
Former IRS Exec, Mark Bodenstab, Joins KBKG as Director of Research and Development Tax Credits
PASADENA, Calif. /California Newswire/ — Nationwide tax specialty firm KBKG adds another former IRS manager to their team of experts. Mark Bodenstab joins as the firm’s Director of Research & Development Tax Credits with over 30 years combined at the IRS and in the private sector. Originally published on CaliforniaNewswire.com — Former IRS Exec, Mark […]
ReverseVision Taps Sunny Mahdii as Vice President of Operations
SAN DIEGO, Calif., July 22, 2019 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced it has appointed Sunny Mahdii to the position of vice president of operations. In this role, Mahdii will work with ReverseVision’s professional services, training, implementation, document management and […]
Former IRS Executive, Mark Bodenstab, Joins KBKG as Director of Research and Development Tax Credits
PASADENA, Calif., July 22, 2019 (SEND2PRESS NEWSWIRE) — Nationwide tax specialty firm KBKG adds another former IRS manager to their team of experts. Mark Bodenstab joins as the firm’s Director of Research & Development Tax Credits with over 30 years combined at the IRS and in the private sector.
New Capital Partners Invests in ARMCO
BIRMINGHAM, Ala., July 22, 2019 (SEND2PRESS NEWSWIRE) — New Capital Partners (NCP), a private equity firm in Birmingham, Ala., today announces that it has partnered with Pompano Beach, Fla.-based ACES Risk Management Corp. (ARMCO), the leader in web-based quality assurance software for the financial services industry.
Anow Enterprise lets lenders and appraisal firms tap into the industry’s first peer-to-peer appraiser network
RED DEER, Alberta, July 17, 2019 (SEND2PRESS NEWSWIRE) — Anow, developer of appraisal firm management software that simplifies the way real estate appraisers manage their businesses, today announced the release of Anow Enterprise, a cloud software suite that connects individual appraisal companies to form service networks that can efficiently provide localized service at scale.
Bank of Southern California NA Names Ian McKay Managing Director
SAN DIEGO, Calif., July 17, 2019 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has expanded its business development team with the hiring of Ian McKay as Managing Director of Business Banking. He will focus on developing and managing a portfolio of small to […]
Ward Henderson Management – Germany’s Economic Gloom Could Continue
TAIPEI, Taiwan, July 17, 2019 (SEND2PRESS NEWSWIRE) — Ward Henderson Management – German economy shows signs of weakening further due to downside risks. In May, an important indicator of overall economic health, declined by more than expected. Germany’s manufacturing industry reported poor growth, prompting concerns about the Eurozone’s economic wellbeing.
Level One Bank Enlists CompenSafe to Automate Incentive Compensation After Doubling Its Mortgage Division
MACON, Ga., July 16, 2019 (SEND2PRESS NEWSWIRE) — LBA Ware, provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, announced today that Level One Bank (NASDAQ: LEVL) has chosen CompenSafe to automate incentive compensation for mortgage loan originators and support staff across the community bank’s mortgage loan center and […]
NRL Mortgage Now Offering FormFree’s AccountChek Automated Asset Verification to Borrowers Nationwide
ATLANTA, Ga., July 16, 2019 (SEND2PRESS NEWSWIRE) — FormFree today announced that loan originators and support staff at NRL Mortgage are now offering AccountChek automated asset verification to loan applicants nationwide. AccountChek gives borrowers a convenient and secure way to verify their assets without having to print, scan or fax bank statements.
EPIC Insurance Brokers Further Expands Southwest Operations into Arizona
SAN FRANCISCO, Calif. and PHOENIX, Ariz., July 15, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the expansion of their operations in the Southwest with the hiring of Client Manager Luke Aschermann, Property & Casualty Claims Manager Norma Brehm, and Principal/Senior […]
Do I Need Travel Insurance for the 2019 Hurricane Season? TravelInsurance.com Provides Answers
NEW YORK, N.Y., July 11, 2019 (SEND2PRESS NEWSWIRE) — With Tropical Storm Barry expected to become the first named hurricane of 2019, thus begins the storm season that will likely impact hundreds of thousands of travelers, according to TravelInsurance.com. The question many travelers have is “Will my travel plans be affected, and if so, how […]
ARMCO QC Trends Report: Defects Related to Loan Package Documentation Doubled from 2017 to 2018
POMPANO BEACH, Fla., July 11, 2019 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, announced the release of the quarterly ARMCO Mortgage QC Trends Report. The latest report covers both the fourth quarter (Q4) and the calendar year (CY) 2018, and provides loan quality findings for mortgages […]
OpenClose and Vice Capital Markets Integrate for Enhanced Hedging Automation
WEST PALM BEACH, Fla., July 11, 2019 (SEND2PRESS NEWSWIRE) — OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced the completion of an integration with Vice Capital Markets Inc., an established mortgage hedge advisory firm. Focused on maximizing hedging efficiencies, the new interface reduces the time to prepare and deliver […]
FormFree Partners with FundingShield to Deliver Enhanced Wire Fraud Protection to FormFree’s Network of More than 1,000 Mortgage Lenders
ATLANTA, Ga., July 11, 2019 (SEND2PRESS NEWSWIRE) — FormFree(R) today announced that it has entered into a strategic alliance with FundingShield, a fintech firm that safeguards homebuyers, mortgage lenders and title insurance underwriters from wire fraud.
Total Expert and ReverseVision Join Forces to Transform Reverse Mortgage Customer Journey
SAN DIEGO, Calif. /California Newswire/ — ReverseVision, the leading provider of technology and training for the reverse mortgage industry, today announced a partnership with Total Expert, creator of the first marketing operation system (MOS) specifically for banks and mortgage lenders. The two companies have deployed an API integration that links the Total Expert MOS with […]
Total Expert and ReverseVision Team Up to Transform the Reverse Mortgage Customer Journey
SAN DIEGO, Calif., July 10, 2019 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of technology and training for the reverse mortgage industry, today announced a partnership with Total Expert, creator of the first marketing operation system (MOS) specifically for banks and mortgage lenders. The two companies have deployed an API integration that links the Total […]
Peter Grandich and Company Teams with Major CPA Firm
SPRING LAKE, N.J., July 10, 2019 (SEND2PRESS NEWSWIRE) — Trinity Financial, Sports & Entertainment Management Company, a division of Peter Grandich and Company, announced today that it has teamed with the Sports & Entertainment Division of one of the largest CPA firms in the Tri-State Region, WithumSmith+Brown, PC (“Withum”).
John W. Hanning of KBKG Elected President of American Society of Cost Segregation Professionals
ATLANTA, Ga., July 8, 2019 (SEND2PRESS NEWSWIRE) — Nationwide tax specialty firm KBKG announced that their Principal, John W. Hanning, was recently elected President (2019 – 2021) of the American Society of Cost Segregation Professionals’ (ASCSP) Board of Directors.
Mace Innovations Hires Chris Giles as Director of Business Development
SALT LAKE CITY, Utah, July 8, 2019 (SEND2PRESS NEWSWIRE) — Mace Innovations announced today that it has brought in Chris Giles as Director of Business Development. Mace Innovations’ suite of automation products allows companies to streamline time consuming tasks like data input and document delivery, freeing up employees to get more done.
ARMCO Expands Business Development Team – Industry veteran Mike Ehring to expand client base across several verticals
POMPANO BEACH, Fla., July 3, 2019 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, has announced that it has hired industry veteran Mike Ehring as senior director of business development.
Former Treasury Official Craig Phillips to Deliver Keynote at #NEXTDC19
WASHINGTON, D.C., July 2, 2019 (SEND2PRESS NEWSWIRE) — NEXT Mortgage Events, creator of NEXT women’s executive mortgage summit, and Housing Finance Strategies, a Washington, D.C. advisory firm founded by Faith Schwartz, today announced that former Treasury Department official, Craig Phillips, will deliver the keynote #NEXTDC19 on November 19, 2019 at Kimpton Hotel Monaco in Washington, […]
EPIC adds Benefits Consultant Dennis Park in Irvine CA
SAN FRANCISCO and IRVINE, Calif., July 2, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Dennis Park has joined the firm as Vice President, Employee Benefits.
CPROP Partners with The Mortgage Collaborative as Its Exclusive Blockchain Vendor
COVINGTON, Ky., July 1, 2019 (SEND2PRESS NEWSWIRE) — CryptoProperties LLC (CPROP) is pleased to announce it has signed an agreement with The Mortgage Collaborative (TMC) to join its Preferred Partner Network as TMC’s exclusive provider of blockchain-enabled products and services.
Bank of Southern California, N.A. Names Robby Piper Senior Managing Director
SAN DIEGO, Calif., July 1, 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 Robby Piper has joined the company as Senior Managing Director, Business Banking. He will be responsible for expanding Bank of Southern California’s client base.
EPIC adds Awareness and Communications Professionals Jon Williams, TJ Rosenberg and Dale Smith
ATLANTA, Ga. and SAN FRANCISCO, Calif., July 1, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the hiring of Jon Williams, TJ Rosenberg, and Dale Smith to lead the Awareness & Communications Practice as Managing Directors within EPIC Risk Consulting.
SimpleNexus Bolsters Senior Leadership Team to Support Expanding Roster of Mortgage Lender Clients
LEHI, Utah, June 28, 2019 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced that it has bolstered its senior leadership team with the appointments of three vice presidents to support the company’s rapidly expanding roster of mortgage lender clients.
Mann Mortgage Revamps Loan Originator (LO) Compensation Structure, Gains Cost-Efficiency and Flexibility with LBA Ware’s CompenSafe
MACON, Ga., June 28, 2019 (SEND2PRESS NEWSWIRE) — LBA Ware(TM), provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, announced today that Mann Mortgage has successfully overhauled its incentive compensation plan structure and management with CompenSafe.
BlackFin Group Offers ’10x Business Review’ to Help Spike Lender Profitability
IRVINE, Calif., June 27, 2019 (SEND2PRESS NEWSWIRE) — BlackFin Group – a boutique-style consulting firm focused on mortgage banking and financial services, announced the offering of a standardized, end-to-end, lender business review. The lender 10X Business Review is an affordable, comprehensive, fixed rate, three-week engagement.
NotaryCam Anticipates 2019 Banner Year, Citing Growing Adoption of Remote Online Notary, Remote Online Closing
NEWPORT BEACH, Calif., June 26, 2019 (SEND2PRESS NEWSWIRE) — NotaryCam, creator of remote online notarization (RON), acknowledged leader in online notarization and original provider of patented mortgage eClosing solutions, today announced it is extending its 2018 record growth to another unprecedented performance in 2019. Following a nearly 140 percent 2018 increase in new users, NotaryCam […]
DocMagic and LendingPad Integrate for Easy, Compliant Document Preparation and eSigning
TORRANCE, Calif., June 26, 2019 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that it has completed an integration with cloud-based loan origination system (LOS) provider LendingPad from WEI Technology LLC, offering its document preparation services directly from within the LendingPad environment.
Financial Research Firm Reveals New FLEX-10 Index to Track Performance of the Market’s Top Ten Stocks
BALTIMORE, Md., June 20, 2019 (SEND2PRESS NEWSWIRE) — Charles Street Research (CSR), a financial research and publishing think tank based in Baltimore, Maryland, recently revealed a brand new performance index for one of their top research services.
EPIC adds New Benefits Consulting Team in Houston TX
HOUSTON, Texas and SAN FRANCISCO, Calif., June 20, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the hiring of Principal Ed Oravetz, Principal Keith McNeely, Principal David Potts, Client Executive Elisha Johnson and Client Manager Marilu Alejandre.
SimpleNexus Helps Raise $17,500 for Families of Hospitalized Children as Sponsor of 9th Annual Security National Charity Golf Classic
LEHI, Utah, June 19, 2019 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, helped raise more than $17,500 to support the families of hospitalized children as a Birdie-level sponsor of Security National Mortgage Company’s ninth annual SN Charity Golf Classic.
The Solaris Group, LLC Joins Klingenstein Fields
NEW YORK, N.Y., June 18, 2019 (SEND2PRESS NEWSWIRE) — The Solaris Group (Solaris), a New York-based wealth advisor and investment consultant to non-profit organizations, today announced that it is joining KF Group LP, an affiliate of Klingenstein Fields Wealth Advisors (KFWA), a complementary wealth advisor also based in New York.
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 […]
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 […]
Jessica Merino Receives the Young Entrepreneur Award from NAWBO Chicago
CHICAGO, Ill., June 13, 2019 (SEND2PRESS NEWSWIRE) — On Monday, May 6, 2019, Jessica Merino of Merino Wealth Management received the Young Entrepreneur Award at the Annual Celebration NAWBO Chicago Achievement Luncheon.
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 […]
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.
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.
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 […]
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 […]
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, […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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.
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.
HousingWire Honors SimpleNexus COO Ben Miller for Driving SimpleNexus’ Quadruple-Digit Growth
LEHI, Utah, June 4, 2019 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced that company President and Chief Operating Officer Ben Miller has been named one of HousingWire’s 2019 HW Rising Stars.
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 […]
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, […]
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 […]
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 […]
Paragon Strengthens Winery and Brewery Programs with the Promotion of Brendan Wright and addition of Nick Faragasso
AVON, Conn. and SAN FRANCISCO, Calif., May 28, 2019 (SEND2PRESS NEWSWIRE) — Paragon Insurance Holdings LLC, 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.
SimpleNexus Takes Home Silver Telly Award for Campaign Encouraging Mortgage Originators to ‘Do More’
LEHI, Utah, May 23, 2019 (SEND2PRESS NEWSWIRE) — SimpleNexus, the industry’s leading digital mortgage platform, has been named a silver winner of the 40th annual Telly Awards. Founded in 1979, the Telly Awards honor video and television made for all screens and are judged by The Telly Award Judging Council.
Radford Taylor Partners – Singapore’s Economic Outlook Gloomy
TAIPEI, Taiwan, May 23, 2019 (SEND2PRESS NEWSWIRE) — The writing was on the wall for Singapore’s economy when the country’s non-oil exports extended their double-digit decline for the second straight month prompting renewed concern from Radford Taylor Partners analysts that GDP forecasts would be cut for 2019.
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 […]
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 […]
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 […]
Blue Ridge Bank, N.A. Partners with ReverseVision to Launch HECM and Reverse Lending Division
SAN DIEGO, Calif., May 20, 2019 (SEND2PRESS 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).
Jaime Steers Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor
NEW YORK, N.Y., May 20, 2019 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Jaime Steers has joined the firm as a Director, Wealth Advisor.
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 […]
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 […]
DocMagic to Again Support Annual Red Nose Day Fundraising Event
TORRANCE, Calif., May 16, 2019 (SEND2PRESS 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.
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 […]
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 […]
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.
After, Inc. Announces Publication of ‘First of its Kind’ Study of Millennials and Extended Service Plans (ESPs)
NORWALK, Conn., May 16, 2019 (SEND2PRESS NEWSWIRE) — In December 2018, After, Inc. launched its “Millennials and Extended Service Plans” study, to investigate the attitudes and behavior of Millennials regarding manufacturers’ product warranties and Extended Service Plans (ESPs).
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 […]
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).
ACEC Business Insurance Trust and Greyling/EPIC Announce New Trustee Appointment
WASHINGTON, D.C. and SAN FRANCISCO, Calif., May 15, 2019 (SEND2PRESS NEWSWIRE) — The American Council of Engineering Companies (ACEC) Business Insurance Trust (BIT) and Greyling/EPIC Insurance Brokers & Consultants announced today that Paul Boyce, P.E., PG, has been appointed a Trustee for the ACEC Business Insurance Trust.
LBA Ware Receives Best of Macon Award for 5th Consecutive Year
MACON, Ga., May 14, 2019 (SEND2PRESS NEWSWIRE) — LBA Ware, provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, has been selected for the 2019 Best of Macon Award in the Software Company category by the Macon Award Program. As a five-time winner of the Best of Macon Award, […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
RMA and CJF Marketing International Introduce ‘Investment Tourism’ Platform
POMPANO BEACH, Fla., May 8, 2019 (SEND2PRESS NEWSWIRE) — To celebrate Travel & Tourism Week and Economic Development Week coinciding in 2019, the principals of RMA and CJF Marketing International are introducing their new platform, “Investment Tourism.”
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 — […]
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 […]
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.
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.
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 […]
EPIC to Exhibit at 2019 Gulf Coast Symposium on HR Issues
HOUSTON, Texas, May 7, 2019 (SEND2PRESS NEWSWIRE — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it will exhibit at the Gulf Coast Symposium on May 15-17, 2019 at the NRG Center in Houston, Texas.
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 […]
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.
EPIC Acquires Book of Business of Brokers Insurance Mart, Inc. (BIM)
SAN FRANCISCO and LIVERMORE, Calif., May 6, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it acquired in an asset sale the book of business of Brokers Insurance Mart, Inc. (BIM) on April 15, 2019.
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 […]
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).
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.
ARMCO Bolsters C-Suite by Hiring Kyle Kehoe as Chief Revenue Officer
POMPANO BEACH, Fla., May 1, 2019 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, has announced that it has hired Kyle Kehoe as chief revenue officer.
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 […]
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 […]
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.