NEW YORK, N.Y., Aug. 21, 2018 (SEND2PRESS NEWSWIRE) — The members and employees of Klingenstein Fields Wealth Advisors are deeply saddened by the passing of John Klingenstein, one of our founding members and a Principal of the firm.
Tag Archives | Finance
Bank of Southern California, N.A. Expands Los Angeles Banking Team with the Addition of Three Branch Managers
SAN DIEGO, Calif., Aug. 21, 2018 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, Calif., announced the addition of three tenured Branch Managers to support the company’s recent expansion into Los Angeles County.
The Cooksey Team Included in Dallas Business Journal’s ‘2018 Best Places to Work’
DALLAS, Texas, Aug. 21, 2018 (SEND2PRESS NEWSWIRE) — The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today it has been recognized for a second straight year by Dallas Business Journal as one of its “Best Places to Work.” The branch was one of only 100 companies recognized in this […]
The ACEC Business Insurance Trust Announces Leadership Changes and New Trustee Appointments
WASHINGTON, D.C. and SAN FRANCISCO, Calif., Aug. 21, 2018 (SEND2PRESS NEWSWIRE) — The American Council of Engineering Companies Business Insurance Trust (BIT) and Greyling/EPIC Insurance Brokers & Consultants announced today leadership changes within the Trust as well as new Trustee appointments. Current Trustees Robin S. Greenleaf, P.E., LEED AP, Robert A. Overfield, P.E., and Michael […]
EPIC Insurance Brokers adds Anthony Craig Morelos in Austin TX
AUSTIN, Texas, Aug. 21, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that Craig Morelos has joined the firm’s Property and Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.
EPIC Insurance Brokers adds Sam Siddons in Austin Texas
AUSTIN, Texas, Aug. 21, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that Sam Siddons has joined the firm’s Property & Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.
Finance of America Mortgage Gives Advisors and Borrowers a Cutting-Edge Experience with Digital Mortgage Technology from Cloudvirga
IRVINE, Calif., Aug. 20, 2018 (SEND2PRESS NEWSWIRE) — Cloudvirga, a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform, today announced that Finance of America Mortgage (FAM) will deploy the Cloudvirga Enterprise POS as its digital mortgage platform.
Mortgage Professional America Magazine Honors MCT’s Rhonda Beck, CMB with 2018 Elite Women in Mortgage Award
SAN DIEGO, Calif., Aug. 17, 2018 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Rhonda Beck, CMB, has been designated to Mortgage Professional America (MPA) magazine’s list of Elite Women in Mortgage for 2018.
FinKube Publishes New Digital Lending White Paper, ‘Simplifying the Digital Mortgage Process’
DALLAS, Texas, Aug. 14, 2018 (SEND2PRESS NEWSWIRE) — FinKube, a company that provides AI-powered Platform-as-a-Service solutions for a range of industries, announced today that it has published a new white paper entitled “Simplifying the Digital Mortgage Process.” The new paper outlines some of the risks lenders face when making choices about the technologies they employ […]
iFOS Managing Consultants Awarded Multi-Year Financial Review Management and Resolution Program Blanket Purchase (BPA) Agreement
COLUMBIA, Md., Aug. 8, 2018 (SEND2PRESS NEWSWIRE) — Intelligent Fiscal Optimal Solutions (iFOS) received a blanket purchase agreement (BPA) to provide Financial Review Management and Resolution Professional Services to the U.S. Agency for International Development (USAID) Agency.
The Mortgage Collaborative Announces Release of TMC Benchmark 2.0
SAN DIEGO, Calif., Aug. 7, 2018 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, today announced the release of its enhanced benchmarking solution for its lender members. In collaboration with TMC Preferred Partner LBA Ware, TMC Benchmark now has an improved user interface, augmented reporting dashboards and peer segmentation.
Cloudvirga Adds Digital Mortgage Integration with Leading Mortgage Insurance Provider Radian
IRVINE, Calif., Aug. 7, 2018 (SEND2PRESS NEWSWIRE) — Cloudvirga, a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform, has partnered with Radian Guaranty, a subsidiary of Radian Group (NYSE: RDN), to deliver instant and accurate mortgage insurance (MI) rate quotes and streamline the ordering of […]
Express Information Systems Named to Accounting Today VAR 100 for Second Consecutive Year
SAN ANTONIO, Texas, Aug. 7, 2018 (SEND2PRESS NEWSWIRE) — For the second consecutive year, Express Information Systems, a leading provider of business software and consulting for growing businesses in Texas and beyond, has been included in the Accounting Today VAR 100.
MCT’s Bid Auction Manager (BAM) Technology Automates Tri-Party Agreement for Investors’ Bid Tape AOT Loan Sale Executions
SAN DIEGO, Calif., Aug. 3, 2018 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced automation of the Tri-Party Agreement required between lenders, investors, and broker dealers during Assignment Of Trade (AOT) transactions in the secondary market. The functionality is built into MCT’s Bid Auction […]
PowerGuard Adds Top Warranty and Service Agreement Specialist Dan Cantafi in Connecticut
GLASTONBURY, Conn. and IRVINE, Calif., Aug. 3, 2018 (SEND2PRESS NEWSWIRE) — PowerGuard Specialty Insurance Services – a renewable energy program manager based in the United States – announced today the addition of warranty and service agreement specialist Dan Cantafi as the firm’s Senior Vice President of Sales and Marketing. He will be based in Glastonbury, […]
NotaryCam Applauds Treasury Recommendations to Remove Barriers to Remote Online Notarization and ‘Fully Digital Mortgage’
NEWPORT BEACH, Calif., Aug. 2, 2018 (SEND2PRESS NEWSWIRE) — Rick Triola, founder and CEO of the industry’s most popular remote online notarization solution, NotaryCam, calls the Department of Treasury’s recommendations in its July 31 report to the President: A Financial System That Creates Economic Opportunities: Nonbank Financials, Fintech, and Innovation “a cure to the persistent […]
Introducing Aclaro TrueView: The Fintech Solution Set to Revolutionize Lending Risk Analysis
MIAMI, Fla., Aug. 2, 2018 (SEND2PRESS NEWSWIRE) — Aclaro, the leading provider in blockchain-based open platform solutions, recently released its latest A.I. solution. The new tool, Aclaro TrueView is designed to provide automotive and other lenders with a competitive advantage through robust features that save them time, money, and facilitate better lending decisions.
Bank of Southern California NA Completes Acquisition of Americas United Bank
SAN DIEGO, Calif., Aug. 1, 2018 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A., San Diego, California (OTC Pink: BCAL / OTCMKTS:BCAL) announced today the completion of its acquisition of Americas United Bank, Glendale, California (OTC Pink: AUNB), effective July 31, 2018. Americas United Bank had total assets of approximately $231 million as of June […]
Cloudvirga’s Josephine Yen Named to MPA Magazine’s 2018 Elite Women in Mortgage
IRVINE, Calif., July 26, 2018 (SEND2PRESS NEWSWIRE) — Cloudvirga, a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform, today announced that senior vice president of product management Josephine Yen has been named one of Mortgage Professional America magazine’s 2018 Elite Women in Mortgage.
LBA Ware CEO and Founder Lori Brewer Named to MPA’s Elite Women in Mortgage Two Years Running
MACON, Ga., July 26, 2018 (SEND2PRESS NEWSWIRE) — LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced that company CEO and Founder Lori Brewer has been named to Mortgage Professional America (MPA) magazine’s list of 2018 Elite Women in Mortgage.
Simplifile’s Toni Carroll Receives Mortgage Professional America Award
PROVO, Utah, July 25, 2018 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that National Settlement Account Manager Toni Carroll was honored by Mortgage Professional America (MPA) among its list of 2018 Elite Women in Mortgage.
TRK Connection CEO Teri Sundh Named to MPA’s 2018 List of Elite Women in Mortgage
SALT LAKE CITY, Utah, July 25, 2018 (SEND2PRESS NEWSWIRE) — TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that CEO Teri Sundh has been named to Mortgage Professional America (MPA) magazine’s 2018 Elite Women in Mortgage.
Mid America Mortgage COO Kara Lamphere Repeats as One of MPA Magazine’s Elite Woman in Mortgage
ADDISON, Texas, July 25, 2018 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today that Chief Operating Officer Kara Lamphere was named by Mortgage Professional America (MPA) magazine to the publication’s list of 2018 Elite Women in Mortgage. This is the second consecutive year that Lamphere has received this recognition.
MQMR’s Erin Harris Recognized by Mortgage Professional America as One of Its ‘2018 Elite Women in Mortgage’
LOS ANGELES, Calif., July 25, 2018 (SEND2PRESS NEWSWIRE) — Mortgage Quality Management and Research, LLC (MQMR), a leader in mortgage risk management and compliance services, today announced that Erin Harris, manager of MQMR’s vendor management division HQ Vendor Management, has been named by industry trade magazine Mortgage Professional America (MPA) as a 2018 Elite Women […]
Beckie Santos of IDS Honored with MPA Magazine’s 2018 Elite Women in Mortgage Award
SALT LAKE CITY, Utah, July 25, 2018 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today that New Product Development Manager Beckie Santos has been recognized by Mortgage Professional America (MPA) magazine in its list of 2018 Elite Women in Mortgage.
Advalent Partners with Novus Healthcare to Close the Gap in Value-Based Care
WESTBOROUGH, Mass., July 24, 2018 (SEND2PRESS NEWSWIRE) — Advalent Corporation signed a partnership in early 2018 with Novus Healthcare to identify patients who could benefit from value-based care and implement that approach using Advalent’s Value-Based Care Platform and Novus’ population health management programs.
EPIC adds Lou D’Agostino as a Principal in New York serving the Financial Services Industry
NEW YORK, N.Y., July 24, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants today announced that risk management and insurance brokerage veteran Lou D’Agostino and his Iron Cove Partners team have joined the firm. D’Agostino has over 17 years of insurance brokerage experience with an expertise in serving the Financial Services industry.
Thompson Mackey and EPIC Insurance Host Young Risk Professional Event in Atlanta
ATLANTA, Ga., July 24, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property & casualty insurance brokerage and employee benefits consultant, announced today that Atlanta-based Risk Management Consultant Thompson Mackey will be hosting an event with the non-profit he leads locally, Young Risk Professionals, at the rooftop of The Ivy in Buckhead […]
Credit Plus, DocMagic, Home Captain and Snapdocs Lead Fundraiser, Raising $1,500 for Girls Inc. Dallas at NEXT Women’s Mortgage Event
EDMOND, Okla., July 23, 2018 (SEND2PRESS NEWSWIRE) — NEXT Mortgage Events LLC, a creator of events for women mortgage executives, has announced that mortgage industry technology providers Credit Plus, DocMagic, Home Captain and Snapdocs collaborated as key benefactors in a charity effort that raised $1,500 for Girls Inc. of Metropolitan Dallas.
Simplifile Signs 1800th County to Its E-recording Network, Platform Now Utilized by More Than Half of U.S. Recording Jurisdictions
PROVO, Utah, July 20, 2018 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Clallam County, Wash., is the 1800th jurisdiction to join Simplifile’s e-recording network. With this addition, more than 50 percent of recording jurisdictions nationwide are now using […]
Maxwell Announces New Partnership with HomeServices Lending
DENVER, Colo., July 19, 2018 (SEND2PRESS NEWSWIRE) — Digital mortgage software provider, Maxwell, today announced a new partnership with HomeServices Lending of Des Moines, Iowa. With this strategic partnership, HomeServices Lending reaffirmed their commitment to meet the evolving needs of homebuyers.
Bank of Southern California NA Names Catherine Puckett VP, Business Development Manager
SAN DIEGO, Calif., July 18, 2018 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, is pleased to announce that Catherine Puckett has joined the company as Vice President, Business Development Manager. She will be responsible for expanding Bank of Southern California’s business banking client […]
Mortgage Risk Management Firm MQMR Continues Corporate Philanthropy Efforts through Volunteer Day at Camp Impact
LOS ANGELES, Calif., July 17, 2018 (SEND2PRESS NEWSWIRE) — Mortgage Quality Management and Research, LLC (MQMR), a leader in mortgage risk management and compliance services, recently completed a volunteer day at Camp Impact as part of its on-going corporate commitment to community service. Camp Impact offers free summer camps to homeless and underprivileged youth in […]
The Pension Inspector Launches New SaaS Integrating Prior and Present Form 5500 Filings, to Provide Big Picture of Plan Operations
NEW YORK, N.Y., July 17, 2018 (SEND2PRESS NEWSWIRE) — National Retirement Programs, Inc. and its wholly owned subsidiary AtPrime Media Services, the creator of PensionInspector.com, introduces “Form 5500 Prestige Vision,” an addition to its, super easy to use, replacement for the U.S. Department of Labor’s ERISA Form 5500 Download Service “ERISA Plus Dashboard.”
Express Information Systems Named to Software Industry Guru Bob Scott’s 2018 List of Top 100 VARs
SAN ANTONIO, Texas, July 17, 2018 (SEND2PRESS NEWSWIRE) — Express Information Systems, a leading provider of business software and consulting for growing businesses in Texas and beyond, has announced its inclusion on Bob Scott’s Top 100 VARs 2018 published by Progressive Media Group.
EPIC Insurance Brokers add Josh Close in Birmingham, Alabama
BIRMINGHAM, Ala., July 17, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (“EPIC”) announced today that Josh Close has joined the firm’s Birmingham-based national energy construction practice as a client services coordinator, reporting to EPIC Principal Brian Tanner.
Paragon Insurance Holdings Expands Operations in San Diego with addition of Robert Etzler and opening of new offices
SAN DIEGO, Calif., July 17, 2018 (SEND2PRESS NEWSWIRE) — Paragon Insurance Holdings LLC (“Paragon”), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced its expansion in San Diego, Calif. with the opening of new offices at 401 B Street in downtown San Diego and the hiring of top local insurance […]
MorVest Capital Hires Ruth Lee as Executive Vice President for Expansion of Mortgage Liquidity and MSR Advisory Services
SUGAR LAND, Texas, July 16, 2018 (SEND2PRESS NEWSWIRE) — David Fleig, CEO of MorVest Capital, LLC, a financial services advisory firm specializing in mortgage banking liquidity and capital solutions, today announced its addition of Executive Vice President Ruth Lee.
OpenClose Launches DecisionAssist Mobile for Originators
SAN FRANCISCO, Calif., July 16, 2018 (SEND2PRESS NEWSWIRE) — OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced at the California Mortgage Bankers Association (CMBA) 46th Annual Western Secondary Marketing Conference that it unveiled DecisionAssist(TM) Mobile, which provides fingertip access to the company’s proprietary web-based product and pricing engine (PPE)
ARMCO Releases Fourth Quarter / Calendar Year 2017 Trends Report
POMPANO BEACH, Fla., July 12, 2018 (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 provides loan quality findings for mortgages reviewed by ACES Audit Technology(TM) during the fourth quarter (Q4) of 2017 as […]
Business Development and Relationship Management Specialist Julia Moore Joins EPIC in Sacramento CA
SACRAMENTO, Calif., July 12, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that new business sales and relationship management professional Julia Moore has joined the firm’s operations in Sacramento as Vice President, New Business Development.
LBA Ware Recruits Mortgage Process Improvement Specialist Jessica Henke as Solutions Consultant
MACON, Ga., July 11, 2018 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced today that it has hired Jessica Henke as a solutions consultant to support the company’s implementation consulting and client success efforts. Henke will leverage her two decades of accounting and […]
Aclaro to Bring the Power of Predictive Analytics to Lending Sector, Expands Operations in the US
MIAMI, Fla., July 11, 2018 (SEND2PRESS NEWSWIRE) — Aclaro, the leading provider of blockchain based open data platforms and solutions, has announced that it has launched a new Fintech Artificial Intelligence (AI) solution focused on the lending industry. The new solution is Aclaro TrueView. Aclaro aims to equip lenders with the innovative tools needed for […]
Accurate Group Enhances Its NotaryWorks Complete Notary Solution with Remote Online Notarization from NotaryCam
NEWPORT BEACH, Calif., July 10, 2018 (SEND2PRESS NEWSWIRE) — NotaryCam today announced that it has partnered with Accurate Group, a leading provider of technology-driven real estate appraisal, title and compliance services, to provide remote online notarization services for NotaryWorks(TM), Accurate Group’s complete notary solution.
EPIC adds Sarmad Naqvi to its Private Client Practice in Northern California
SAN FRANCISCO, Calif., July 9, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Sarmad Naqvi has joined the firm’s Private Client Insurance operations in Northern California, specializing in providing comprehensive, cost effective risk management and insurance protection to high net worth individuals and their families.
EPIC Insurance adds Eric Kitei as a Principal in Southern California
LOS ANGELES, Calif., July 3, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Eric Kitei has joined the firm’s operations in Southern California as a Principal, focusing on the unique needs of auto dealers and others in the automotive industry.
EPIC Adds John Check in Pittsburgh, Pa.
PITTSBURGH, Pa. and SAN FRANCISCO, Calif., July 2, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, today announced the addition of benefits consulting professional John Check as a Senior Consultant in the firm’s Employee Benefits Consulting Division.
Klingenstein Fields Wealth Advisors Ranked in Financial Times 2018 Top 300 Registered Investment Advisers
NEW YORK, N.Y., June 28, 2018 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA) is pleased to announce it has been named to the 2018 edition of the FT 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
Lykken on Lending June 25 Podcast Features Black Knight EVP Shelley Leonard on Mortgage Servicing in the Digital Age
AUSTIN, Texas, June 25, 2018 (SEND2PRESS NEWSWIRE) — Lykken on Lending, the mortgage industry podcast created by mortgage lenders for mortgage lenders, is pleased to announce that its June 25 episode welcomes Shelley Leonard, EVP and Chief Product Officer for Black Knight, Inc. (NYSE:BKI).
Cloudvirga Named One of North America’s Top 100 Tech Firms by Red Herring
IRVINE, Calif., June 21, 2018 (SEND2PRESS NEWSWIRE) — Cloudvirga, a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform, was honored today with Red Herring’s Top 100 North America award.
Global DMS Adds Appraisal Pre-Scheduler Functionality to its eTrac Valuation Management Platform
LANSDALE, Pa., June 21, 2018 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of cloud-based valuation management software, announced that it has rolled out eTrac Pre-Scheduler, a newly released tool that that streamlines appraisal appointments, allowing lenders and AMCs that are leveraging eTrac to easily set predetermined appraisal dates, apply specific parameters, and broadcast appraiser […]
C3 Insurance Launches New Technology, a Smartphone Inspection App for Businesses
SAN DIEGO, Calif., June 21, 2018 (SEND2PRESS NEWSWIRE) — C3 Risk & Insurance Services today announced the launch of its new SaferWorks smartphone technology for businesses to use in documenting inspections. The app is designed to be extremely simple and easy to use by both the company administrator and by the company end users.
LBA Ware Celebrates Its 10th Anniversary Serving the Mortgage Industry
MACON, Ga., June 21, 2018 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced it has achieved a decade in business this year. The company celebrated the official anniversary of its founding on June 10, the date of the company’s incorporation.
Paragon Insurance Holdings LLC Adds Tonya Fuller and Ashley Forslund to Winery and Brewery Team
AVON, Conn. and NAPA, Calif., June 21, 2018 (SEND2PRESS NEWSWIRE) — Paragon Insurance Holdings LLC (“Paragon”), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced that Tonya Fuller has joined the firm as Vice President, Winery and Brewery. Additionally, Ashley Forslund has become a member of the Paragon team in […]
ARMCO Promotes Sharon Reichhardt to Vice President of Client Success
POMPANO BEACH, Fla., June 20, 2018 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise transaction and loan risk mitigation software solutions, has announced that former director of client services Sharon Reichhardt has been promoted to vice president of client success.
EPIC’s Philip Westphal to Present on Safe Patient Handling at the 2018 California Rural Health Conference
SACRAMENTO, Calif., June 20, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC Healthcare Practice Risk Advisor/Broker Philip Westphal will be presenting a one-hour lecture on “Safe Patient Handling on a Budget – Optimizing your Safe Patient Handling and Mobility (SPHM) […]
Tips for Selecting the Best Commercial Bank for Your Small Business
SAN DIEGO, Calif., June 18, 2018 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), understands that selecting a commercial bank that fits your company’s needs can be a grueling task. Tony DiVita, Chief Banking Officer at Bank of Southern California, shares the following valuable tips to help guide small businesses […]
Brian Chu, CIC, CLCS Joins EPIC Insurance in Southern California
LOS ANGELES, Calif., June 18, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Brian Chu has joined the firm’s operations in Southern California as a Vice President.
Two Tech Startups to Debut Technology at NEXT Mortgage Conference
DALLAS, Texas, June 14, 2018 (SEND2PRESS NEWSWIRE) — NEXT Mortgage Events LLC, creator of the only mortgage technology conference for women executives, has announced that startup tech firms ProxyPics and Zipwhip will debut their technology to the mortgage industry at the second biannual NEXT mortgage technology conference, which takes place on June 21-22, 2018 at […]
Simplifile’s E-recording Platform Utilized by Recording Districts Representing More Than 80-percent of the U.S. Population
PROVO, Utah, June 13, 2018 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that 31 additional recording jurisdictions located in 16 states throughout the Midwestern, Southwestern, and Western United States have joined Simplifile’s e-recording network.
United Fidelity Funding West Hires Victoria Dunn as National Wholesale Account Executive
IRVINE, Calif., June 13, 2018 (SEND2PRESS NEWSWIRE) — United Fidelity Funding West (UFFWest), a rapidly growing national mortgage banker, announced that it added Victoria Dunn to its wholesale lending team of account executives. “We are pleased to have been able to recruit someone with Victoria’s proven background of successful execution and solution-oriented sales skill sets,” […]
Ryan Sims and Alex Megenis Join Wholesale Trading Insurance Services, LLC (WTIS)
SAN FRANCISCO, Calif. and NEW YORK, N.Y., June 13, 2018 (SEND2PRESS NEWSWIRE) — Wholesale Trading Insurance Services, LLC (WTIS) announced today that Ryan Sims has joined the firm as Vice President/Casualty Broker in San Francisco, while Alex Megenis has joined as Vice President/Property-Casualty Broker in New York.
OpenClose Recruits LOS Development Expert Joseph Wade to Further Innovate and Enhance Existing Software Solutions
WEST PALM BEACH, Fla., June 12, 2018 (SEND2PRESS NEWSWIRE) — OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that it has added senior software LOS and mortgage software development expert Joseph Wade to its growing development team. Joseph was previously at Finastra (formerly D+H) and will play an integral role […]
Qbix Accounting Solutions Celebrates 10th Anniversary
MACON, Ga., June 12, 2018 (SEND2PRESS NEWSWIRE) — For ten years, Qbix Accounting Solutions has provided outsourced accounting and bookkeeping for organizations wanting expert accounting management, oversight, and execution. Qbix was formed in 2008 in Macon, Ga., just south of Atlanta by Rocky Davidson, CPA.
EPIC Adds Michael McNulty as Wine and Beverage Practice Leader in San Francisco
SAN FRANCISCO, Calif., June 12, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that risk management and insurance brokerage veteran Michael McNulty has rejoined the firm as Managing Principal and Wine & Beverage Practice Leader. McNulty will be based in San Francisco and report to Curt Perata, EPIC’s Pacific North Region President.
At NRF Protect EPIC’s Kevin Ach and Walter Palmer to Moderate Executive Afternoon Session on Loss Prevention
HOUSTON, Texas, June 11, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC’s Kevin Ach, vice president of Risk Assurance and Walter Palmer, practice leader of Integrated Risk Solutions will moderate the Executive Afternoon session on loss prevention at the National […]
NotaryCam Celebrates 100K Online Notarizations with Live Demo at National Settlement Services Summit (NS3) 2018
NEWPORT BEACH, Calif., June 7, 2018 (SEND2PRESS NEWSWIRE) — NotaryCam, Inc. (NotaryCam) today announced that it has completed more than 100,000 online notarizations since introducing the service in 2012. To celebrate this milestone, NotaryCam will offer free demos of its eClose360 platform to attendees of the 2018 National Settlement Services Summit (NS3) being held June […]
ARMCO Hires Industry Veteran Nick Volpe as Chief Strategy Officer
POMPANO BEACH, Fla., June 7, 2018 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation software solutions, has announced that it has hired Nick Volpe as chief strategy officer.
Matic CEO Aaron Schiff Named 2018 HousingWire Rising Star
SHERMAN OAKS, Calif., June 6, 2018 (SEND2PRESS NEWSWIRE) — Matic, a digital insurance agency whose technology enables borrowers to purchase homeowner’s insurance during the mortgage transaction, announced today that company co-founder and CEO Aaron Schiff has been recognized as a HousingWire Rising Star.
DocMagic Integrates eSign Technology with MortgageHippo’s Digital Lending Platform
TORRANCE, Calif., June 5, 2018 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, and MortgageHippo, a Fintech-driven digital lending platform, announced a seamless eSign integration between their two platforms.
Vince Wilson of IDS Named to List of HousingWire Magazine’s 2018 Rising Stars
SALT LAKE CITY, Utah, June 5, 2018 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today that In-House Counsel and Compliance Coordinator Vince Wilson has been recognized by HousingWire Magazine in their list of 2018 HW Rising Stars. According to his profile in the June issue, Wilson was recognized for […]
Tax Resolution Expert Teaches Tax Pros How to Ramp Up Business and Dramatically Boost Their Bottom Line
STUDIO CITY, Calif., June 5, 2018 (SEND2PRESS NEWSWIRE) — An exclusive, interactive 4-hour live training for CPAs, EAs and attorneys – “The 7-Figure Tax Resolution Practice Blueprint” – is scheduled for June 28. This free training is hosted by tax resolution expert, Michael Rozbruch, founder of Roz Strategies. He’ll show tax professionals how to start […]
ReverseVision Product Manager Jason Price Named a 2018 HousingWire Rising Star
SAN DIEGO, Calif., June 4, 2018 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced that Product Manager Jason Price has been recognized by HousingWire as a 2018 Rising Star. Price received the award in recognition of his extensive contributions to ReverseVision and […]
EPIC Holdings Adds Janine Walter, SPHR, SHRM-SCP as Chief Talent Officer
SAN FRANCISCO, Calif. and STAMFORD, Conn., June 4, 2018 (SEND2PRESS NEWSWIRE) — EPIC Holdings, Inc. (parent company of EPIC Insurance Brokers & Consultants) today announced the addition of industry leading human capital professional Janine Walter, SPHR, SHRM-SCP who will join as the firm’s Chief Talent Officer and become a member of the EPIC Executive Committee. […]
Subsequent QC’s Nick Corpuz Honored as 2018 HW Rising Star
LOS ANGELES, Calif., June 1, 2018 (SEND2PRESS NEWSWIRE) — Mortgage Quality Management and Research, LLC (MQMR), a leader in mortgage risk management and compliance services, today announced that Nicholas Corpuz, Vice President of MQMR servicing-focused sister firm Subsequent QC (SQC), has been honored by HousingWire magazine as a 2018 Rising Star. Corpuz was profiled in […]
Rose Nordbrock, Jeff Breskin, Pabla Barros and Jose Fuentes Join EPIC Insurance in Southern California
LOS ANGELES, Calif., May 31, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that risk management and insurance professionals Rose Nordbrock, Jeff Breskin, Pabla Barros and Jose Fuentes have joined the firm’s operations in Southern California.
ARMCO Enhances Automation and Analysis in ACES Audit Technology
POMPANO BEACH, Fla., May 31, 2018 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation software solutions, has announced several product enhancements that improve the mortgage quality control (QC) process for lenders and servicers using its auditing platform ACES Audit Technology.
EPIC Insurance’s Marketing, Communications and Design Team Wins Three 2018 Communicator Awards
SAN FRANCISCO, Calif., May 30, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that the firm’s Marketing, Communications and Design team was honored by the 24th Annual Communicator Awards with an “Award of Excellence” and two “Awards of Distinction.” The Communicator Awards […]
DocMagic Employees Join Together to Support Fourth Annual U.S. Red Nose Day Fundraising Campaign
TORRANCE, Calif., May 29, 2018 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that on Thursday, May 24, the entire company participated in Red Nose Day – an effort to help end child poverty both in the U.S. and in some of the […]
Cloudvirga Named a 2018 Benzinga FinTech Award
IRVINE, Calif., May 29, 2018 (SEND2PRESS NEWSWIRE) — Cloudvirga, a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform, was honored as one of the world’s top fintech firms at last week’s Benzinga Global Fintech Awards.
Simplifile Re-Teams with the Arbor Day Foundation to Honor Earth Month
PROVO, Utah, May 29, 2018 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced it once again partnered with the Arbor Day Foundation to celebrate Arbor Day 2018 and April’s Earth Month. This year, Simplifile planted 2,275 trees in the Mississippi […]
Guaranteed Rate Partners with DocMagic to Cut Closing Time
TORRANCE, Calif., May 22, 2018 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that retail mortgage lender Guaranteed Rate can now cut closing time by electronically signing mortgage closing documents in advance.
Bank of Southern California NA Hires Market Executive to Grow the Bank’s Presence in Los Angeles
SAN DIEGO, Calif., May 22, 2018 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, is pleased to announce Gaylin Anderson has joined the company as Executive Vice President, Market Executive in Southern California. He will be responsible for leading Bank of Southern […]
NotaryCam Honors U.S. Military Veterans and Service Members with Complimentary Notarizations During Memorial Day Holiday
NEWPORT BEACH, Calif., May 21, 2018 (SEND2PRESS NEWSWIRE) — NotaryCam, Inc. today announced the return of its annual “Help a Hero” initiative. This Memorial Day weekend from Friday, May 25, through Monday, May 28, 2018, NotaryCam will honor those who have served by offering no-cost online notarization sessions to United States military veterans and service […]
Mortgage QC Executive Jeremy Burcham to Lead Sales Efforts for TRK Connection’s Insight RDM Platform
SALT LAKE CITY, Utah, May 17, 2018 (SEND2PRESS NEWSWIRE) — TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that it has hired Jeremy Burcham as Executive Vice President of Sales. Burcham will leverage his 10+ years of experience in mortgage quality control (QC), compliance, credit policy, due […]
Mortgage E-closing Pioneer Mountain America Credit Union Implements Simplifile’s Collaboration and Post Closing Services
PROVO, Utah, May 17, 2018 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Mountain America Credit Union has implemented Simplifile Collaboration and Post Closing services to enhance the closing experience for its members.
Cloudvirga Raises $50M to Deliver a Truly Digital Mortgage Experience
IRVINE, Calif., May 16, 2018 (SEND2PRESS NEWSWIRE) — Cloudvirga, a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform, today announced the closing of a $50-million Series C funding round led by private-equity firm Riverwood Capital with ongoing participation from Upfront Ventures.
ARMCO Integrates with BankVOD, Enabling Seamless Transfer of Bank Data
POMPANO BEACH, Fla., May 16, 2018 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation software solutions, announced an integration with BankVOD, the company that pioneered the electronic risk interface for asset verifications. This integration, which provides a direct, seamless connection between ARMCO’s ACES Audit […]
EPIC Insurance Adds Diane Montelione to Financial Risk Practice in New York
SAN FRANCISCO, Calif. and NEW YORK, May 15, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that financial and professional risk management and insurance veteran Diane Montelione has joined the firm’s Financial Risk Practice as a senior vice president. She will be based in New York and report to managing principal and […]
TeamSnap Appoints New Chief Financial Officer
BOULDER, Colo., May 14, 2018 (SEND2PRESS NEWSWIRE) — TeamSnap, the household name in integrated sports management, announced today that Todd Stockard has been appointed the company’s new Chief Financial Officer. Stockard will oversee TeamSnap’s financial strategy as the company continues its rapid expansion with the introduction of new products, platforms and partnerships.
Mid America Mortgage to Offer Warehouse Lines of Credit on Seasoned and ‘Scratch and Dent’ Loans
ADDISON, Texas, May 14, 2018 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. Owner and Chief Executive Officer Jeff Bode today announced that the firm has expanded its relationship with Spectrum Mortgage Holdings, LLC to offer warehouse lines of credit in conjunction with its Whole Loan Purchase program. This will provide sellers the flexibility to finance […]
PitBullTax Software Expands its Power with Release of New Version 4.0
CORAL SPRINGS, Fla., May 14, 2018 (SEND2PRESS NEWSWIRE) — PitBullTax Software, the leading IRS Tax Resolution Software for CPAs, EAs and Tax Attorneys, just released its new and more feature rich Version 4.0. For nine years PitBullTax Software has transformed the tax resolution business by making it more efficient and intuitive for tax professionals to […]
The Cooksey Team’s Brandon Findley Cracks the Top 200 of Best Mortgage Lenders’ 2018 List of Top Texas Loan Officers
DALLAS, Texas, May 10, 2018 (SEND2PRESS NEWSWIRE) — The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today that Best Mortgage Lenders has ranked Cooksey Team loan officer (LO) Brandon Findley at No. 198 in Texas based on the total number of loans closed in 2017. Specializing in the Dallas […]
Darren Lovell of The Cooksey Team Ranks Third on Best Mortgage Lenders’ 2018 List of Top Loan Officers in Flower Mound, Texas
DALLAS, Texas, May 10, 2018 (SEND2PRESS NEWSWIRE) — The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today that Best Mortgage Lenders 2018 has ranked loan officer (LO) Darren Lovell at No. 3 in Flower Mound, Texas, based on the total number of loans closed in 2017. Lovell also placed […]
MQMR Counsels Mortgage Lenders to Increase Internal Audit Frequency and Compliance Resources to Safeguard Secondary Market Activities
LOS ANGELES, Calif., May 10, 2018 (SEND2PRESS NEWSWIRE) — Mortgage Quality Management and Research, LLC (MQMR) President Michael Steer today advised lenders to increase the frequency with which they conduct their internal audits to ensure secondary market activities and relationships are not negatively impacted by undiscovered risks.
Phil Laren of MCT to Speak on MSR Liquidity Challenges Panel Session at MBA National Secondary Conference
SAN DIEGO, Calif., May 10, 2018 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that its Director of MSR Services, Phil Laren, will be speaking on a panel at the MBA National Secondary Market Conference & Expo May 21 at the New York Marriott […]
American Banker Magazine Names Mortgage Capital Trading to Inaugural Best Places to Work in Fintech List
SAN DIEGO, Calif., May 8, 2018 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that American Banker magazine named the company to its new Best Places to Work in Financial Technology list. MCT ranked number four out of only 20 companies that were honored.
EPIC Insurance Adds Sean Conrad as Southern California Principal
IRVINE, Calif., May 8, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Sean Conrad has joined the firm’s operations in Southern California as a principal. e will partner collaboratively with Jim Gillette, president of the company’s Pacific South Region, and Irvine Managing Principal and Branch Leader […]
Prevail Consulting, Inc. announces contract with Medical Assurance Society New Zealand Limited to license Prevail Reinsurance System
STAMFORD, Conn., May 8, 2018 (SEND2PRESS NEWSWIRE) — Prevail Consulting, Inc., a leading insurance industry technology and professional services provider, today announced a contract with Medical Assurance Society New Zealand Limited (MAS) to license the Prevail Reinsurance System (PRS) to support MAS’s reinsurance operations. Under this new contract, Prevail will install PRS and deliver implementation, […]
EPIC’s Suzanne McGarey and Kenneth Powell to Present on The Affordable Care Act at Gulf Coast Symposium in Houston
SAN FRANCISCO, Calif. and HOUSTON, Texas, May 7, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today Managing Principal Suzanne McGarey and Compliance Consultant Kenneth Powell will present at the Gulf Coast Symposium on Thurs., May 10 at 4 p.m. at the NRG […]