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Tag Archives | Finance

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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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.

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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 […]

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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.

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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.

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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.

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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.

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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 […]

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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).

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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.

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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 […]

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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)

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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 […]

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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 […]

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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. […]

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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.

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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.

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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 […]

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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.

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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.

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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.

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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.

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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.

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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 […]

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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.

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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

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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.

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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 […]

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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 […]

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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 […]

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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 […]

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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.

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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.

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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) […]

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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 […]

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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 […]

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KBKG Tax Specialty Firm Hires Alex Martin to Lead New Transfer Pricing Practice for Cross-border Businesses

PASADENA, Calif., Oct. 7, 2019 (SEND2PRESS 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.

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Blockchain for Good Conference in San Francisco: Polyient Labs is Co-sponsoring Event Focused on Helping Nonprofits

SAN FRANCISCO, Calif. /California Newswire/ — Phoenix-based Polyient Labs, an early-stage, blockchain-startup incubator, is co-sponsoring Blockchain for Good, October 25 -27, 2019 in San Francisco. The agenda includes keynote speakers and workshops where participants can pitch ideas. Originally published on CaliforniaNewswire.com — Blockchain for Good Conference in San Francisco: Polyient Labs is Co-sponsoring Event Focused […]

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Why Low Balance Letters Are Not Working for Automotive Lenders

MIAMI, Fla., Oct. 3, 2019 (SEND2PRESS NEWSWIRE) — South Florida-based AI Fintech company Aclaro, whose mission is to deliver data transparency and personalized insights to its auto lending clients, has developed an innovative, technologically advanced method of increasing borrower retention rates. Instead of sending out thousands of low balance letters with the hope that customers […]

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SimpleNexus Founder and CEO Matt Hansen Recognized as HW Tech Trendsetter for Taking Mortgage Origination Mobile

LEHI, Utah, Oct. 3, 2019 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced that company Founder and CEO Matt Hansen has been named to HousingWire’s inaugural list of HW Tech Trendsetters. The award program recognizes the most impactful and innovative technology leaders […]

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Capsilon Wins #NEXTSUMMER19’s Best in Show Award

EDMOND, Okla., Oct. 2, 2019 (SEND2PRESS NEWSWIRE) — NEXT Mortgage Events LLC, creator of events for women mortgage executives, has announced that Capsilon, a provider of mortgage automation software, has been voted Best in Show for its presentation of Capsilon Digital Underwriter at the technology showcase at #NEXTSUMMER19, the women’s executive mortgage summit that took […]

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EPIC Adds Pam Stoutenburgh in Dallas TX

DALLAS, Texas, Oct. 1, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that Pam Stoutenburgh 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.

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EPIC Insurance Brokers & Consultants Appoints Lou D’Agostino National Hedge Fund Practice Leader

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Oct. 1, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Principal and industry veteran, Lou D’Agostino, has been appointed to the newly-created position of National Hedge Fund Practice Leader as part of its […]

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ARMCO Names Trevor Gauthier Chief Executive Officer

POMPANO BEACH, Fla., Oct. 1, 2019 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, today announced that Trevor Gauthier has been appointed as CEO and board member of ARMCO. Avi Naider, who led ARMCO for the past 10 years as CEO, will transition to the board of […]

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KROST CPAs Partners with Executive Chef Phil Kastel who will serve as the firm’s Restaurant and Culinary Consultant

PASADENA, Calif. /California Newswire/ — Los Angeles-based tax and accounting firm, KROST, recently brought on restaurant industry titan Chef Phil Kastel (co-creator of nationally recognized Public School gastropubs) who will serve as the firm’s Restaurant and Culinary Consultant. Established in 1939, KROST has a long history in the restaurant space. Originally published on CaliforniaNewswire.com — […]

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KROST CPAs & Consultants Partners with Nationally Recognized Executive Chef Phil Kastel

PASADENA, Calif., Sept, 30, 2019 (SEND2PRESS NEWSWIRE) — Los Angeles-based tax and accounting firm, KROST, recently brought on restaurant industry titan Chef Phil Kastel (co-creator of nationally recognized Public School gastropubs) who will serve as the firm’s Restaurant and Culinary Consultant. Established in 1939, KROST has a long history in the restaurant space.

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