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Tag Archives | Finance

‘Buzzworthy’ Podcast Hosted by Ann Fulmer Delivers Industry Analysis for the Busy Mortgage Executive

ATHENS, Ga., Aug. 30, 2017 (SEND2PRESS NEWSWIRE) — FormFree today announced the launch of “Buzzworthy,” a new podcast hosted by loan quality expert Ann Fulmer and presented in MBA Insights. Buzzworthy delivers unbiased analysis of developing mortgage industry news, market trends and regulatory updates in five minutes or less.

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Lease Accounting for Oracle ERP Users Webinar to be Hosted by LeaseAccelerator

RESTON, Va., Aug. 29, 2017 (SEND2PRESS NEWSWIRE) — LeaseAccelerator announced today that it will be hosting an educational webinar on lease accounting for Oracle ERP users seeking to implement a solution for ASC 842 and IFRS 16. The new lease accounting standards, introduced last year, will require companies to track real estate, equipment, and embedded […]

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San Diego Business Journal Ranks Mortgage Capital Trading on its Top 100 Fastest-Growing Private Companies List for 2017

SAN DIEGO, Calif., Aug. 29, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has again landed on the San Diego Business Journal’s (SDBJ) 2017 Top 100 Fastest-Growing Private Companies list.

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EPIC Insurance’s Chuck Simpson to Present at Gulf Coast Safety and Training Group Meeting

BIRMINGHAM, Ala. and SAN FRANCISCO, Calif., Aug. 28, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Senior Risk Control Consultant Chuck Simpson will present at the Gulf Coast Safety and Training Group (GCS&TG) Meeting on Sept. 8, 2017 at the Lafayette […]

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iFOS Awarded $4.9M DOL Budget Execution Support Services Contract

COLUMBIA, Md., Aug. 25, 2017 (SEND2PRESS NEWSWIRE) — Intelligent Fiscal Optimal Solutions(R) (iFOS) Managing Consultants, LLC is pleased to announce the notification of a $4.9M, multi-year contract award to provide Budget Execution Support Services to the U.S. Department of Labor (DOL), Office of the Chief Financial Officer (OCFO) located in Washington, D.C. The contract was […]

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Scott Stoddard of Quandis Designated One of the Mortgage Industry’s ‘Top 50 Most Connected Mortgage Professionals’ in 2017 by NMP Magazine

RANCHO SANTA MARGARITA, Calif., Aug. 24, 2017 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading default management mortgage technology provider, announced that Scott Stoddard, the company’s chief executive officer, has been named to National Mortgage Professional (NMP) magazine’s 2017 “Top 50 Most Connected Mortgage Professionals” list.

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The Mortgage Collaborative Eclipses Industry with Lender-Focused Initiatives Launched at its 2017 Summer Conference

NASHVILLE, Tenn., Aug. 23, 2017 (SEND2PRESS NEWSWIRE) — In the shadow of the first full solar eclipse in 38 years in the continental United States, The Mortgage Collaborative (TMC) held its largest conference to date with nearly 300 members and vendor partners in attendance. TMC has extended its significant membership growth with 20 new members […]

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Jamie Chambers of EPIC to Present at 2017 SHRM-Atlanta Symposium

DULUTH, Ga. and SAN FRANCISCO, Calif., Aug. 18, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of HR Technology Solutions Jamie Chambers will present at the 2017 SHRM-Atlanta Symposium on Tuesday, Aug. 22 at 3 p.m. at the Infinite Energy […]

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National Mortgage Professional Magazine Names OpenClose President JP Kelly to Annual ‘Top 50 Most Connected Mortgage Professionals’ List

WEST PALM BEACH, Fla., Aug. 17, 2017 (SEND2PRESS NEWSWIRE) — OpenClose, a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced that its president, JP Kelly, has been awarded the ‘Top 50 Most Connected Mortgage Professionals’ distinction for 2017 by National Mortgage Professional (NMP) magazine.

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EPIC Insurance Plays Key Role in Launching New Employee Wellness Center for the City of Atlanta

ATLANTA, Ga. and SAN FRANCISCO, Calif., Aug. 16, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC client the City of Atlanta recently celebrated the grand opening of a new Wellness Center for city employees. This 12,000-square foot facility is located […]

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The Mortgage Collaborative Announces Addition of Strategic Compliance Partners to Preferred Partner Network

SAN DIEGO, Calif., Aug. 14, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, announced a new partnership with national compliance solutions provider, Strategic Compliance Partners. The new relationship with Strategic Compliance Partners adds another best-in-class mortgage compliance company to their preferred partner network.

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Longevity Alert: As America Ages, Long-Term Care Costs Could Overwhelm Most Families, say ACSIA Partners

KIRKLAND, Wash., Aug. 14, 2017 (SEND2PRESS NEWSWIRE) — The number of Americans age 65 and older is on track to double — from 46 million now to over 98 million in 2060, when today’s 20-somethings will be turning 65. At that time the 65-plus age group’s share of the population will have jumped to 24-percent […]

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FormFree Names Patty Pinckney Senior Director of Marketing

ATHENS, Ga., Aug. 10, 2017 (SEND2PRESS NEWSWIRE) — FormFree has hired brand strategist and marketing expert Patricia “Patty” Ramirez Pinckney as senior director of marketing. In this role, Pinckney will drive planning and implementation of FormFree’s marketing campaigns, govern its strategic positioning within the mortgage industry and manage the firm’s brand.

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Simplifile, Title Guaranty Complete First-Ever E-recording of Hawaii Land Court Document

PROVO, Utah and HONOLULU, Hawaii, Aug. 9, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Title Guaranty has completed the first-ever e-recording of a Land Court document in the state of Hawaii using Simplifile’s E-recording service. The document, […]

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Western Ohio Mortgage Corp Selects ReverseVision’s RV Exchange LOS for Home Equity Conversion Mortgage Origination

SAN DIEGO, Calif., Aug. 8, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading technology provider for the reverse mortgage industry, today announced that Western Ohio Mortgage Corp. (WOMC) has selected RV Exchange (RVX) loan origination technology to support its Home Equity Conversion Mortgage (HECM) operations.

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IDS Promotes Beckie Santos to Manager of New Product Development

SALT LAKE CITY, Utah, Aug. 4, 2017 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has promoted its former Manager of Development Beckie Santos to the newly created position of Manager of New Product Development. In her new role, Santos will leverage her development experience to work closely with […]

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Seventeen Counties Across Midwest, Western United States Join Simplifile E-recording Network

PROVO, Utah, Aug. 3, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced today that 17 additional counties throughout the Midwest and Western United States have joined the Simplifile e-recording network.

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EPIC’s National Real Estate Practice Invests in Upgrading Computer Lab for Residents of Mercy Housing Lakefront’s Historic Pullman Wheelworks Apartments

DENVER, Colo., and SAN FRANCISCO, Calif., Aug. 3, 2017 (SEND2PRESS NEWSWIRE) — The National Real Estate Practice of EPIC Insurance Brokers and Consultants has contributed $32,000 to Mercy Housing Lakefront to upgrade the computer lab at the Pullman Wheelworks Apartments, offering residents state-of-the art online tools to advance their educational and career goals.

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Altavera Mortgage Services COO Debora Aydelotte Recognized as HousingWire 2017 Woman of Influence

DENVER, Colo., Aug. 2, 2017 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), a Computershare company and leading provider of outsourced residential mortgage origination services, today announced that Chief Operating Officer Debora Aydelotte has been named one of HousingWire magazine’s 2017 Women of Influence.

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ReverseVision Vice President of Sales and Marketing Wendy Peel Selected to HousingWire 2017 ‘Women of Influence’ List

SAN DIEGO, Calif., Aug. 1, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Wendy Peel, its vice president of sales and marketing, has been named to HousingWire’s 2017 “Women of Influence” list.

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LBA Ware Founder Lori Brewer Named to 2017 ‘Elite Women in Mortgage’ by Mortgage Professional America Magazine

MACON, Ga., July 28, 2017 (SEND2PRESS NEWSWIRE) — LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced that Founder and President Lori Brewer has been honored as one of Mortgage Professional America (MPA) magazine’s 2017 “Elite Women in Mortgage.”

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FormFree’s Ann Fulmer Named a 2017 ‘Elite Woman in Mortgage’ by Mortgage Professional America Magazine

ATHENS, Ga., July 27, 2017 (SEND2PRESS NEWSWIRE) — FormFree(R) today announced that Chief Strategy and Industry Relations Officer Ann Fulmer is one of Mortgage Professional America (MPA) magazine’s 2017 “Elite Women in Mortgage.” Fulmer, who officially joined FormFree in May but has served the firm in an advisory capacity for several years, was recognized for […]

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Mortgage Professional America Names Altavera Mortgage Services’ Jennifer Fountain a 2017 Elite Woman in Mortgage

DENVER, Colo., July 27, 2017 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), a Computershare company and leading provider of outsourced residential mortgage origination services, today announced that Senior Vice President of Due Diligence Jennifer Fountain has been named one of Mortgage Professional America’s 2017 Elite Women in Mortgage. Fountain was recognized as a distinguished expert […]

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Oak Hill Capital Partners to Invest in EPIC Insurance Brokers and Consultants to Support EPIC’s Further Growth & Expansion

SAN FRANCISCO, Calif., July 27, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage, and employee benefits consultant, announced today that private equity firm Oak Hill Capital Partners (Oak Hill) has agreed to acquire all of The Carlyle Group’s stake, giving Oak Hill a controlling equity position in EPIC. […]

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Simplifile’s Vicki DiPasquale Named One of Mortgage Professional America’s Elite Women in Mortgage

PROVO, Utah, July 27, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Vice President of Sales Vicki DiPasquale is one of Mortgage Professional America (MPA) magazine’s 2017 Elite Women in Mortgage.

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Jeffrey Unalp, CPA Earns Designation for Completing AICPA Not-For-Profit Certificate Program

WALNUT CREEK, Calif., July 25, 2017 (SEND2PRESS NEWSWIRE) — Unalp CPA Group, Inc. announced today that founder Jeffrey Unalp, CPA, has earned the AICPA badge for completing the Not-For-Profit (NFP) Certificate Program. Unalp CPA outsourced accounting services provide nonprofit clients with compliance, timely reporting and execution of accounting duties.

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TRK Connection Promotes Randy Abbey to Chief Technology Officer

SALT LAKE CITY, Utah, July 21, 2017 (SEND2PRESS NEWSWIRE) — TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced it has promoted former Senior Systems Architect Randy Abbey to Chief Technology Officer (CTO). In this new role, Abbey will bring to bear his two decades of SaaS, cloud security and […]

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EPIC Joins in Authoring Updated American National Standards Institute / American Society of Safety Engineers 2017 Hydrogen Sulfide Safety Training Standard

SAN FRANCISCO, Calif. and HOUSTON, Texas, July 20, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, and a member of the American National Standards Institute / American Society of Safety Engineers (ANSI/ASSE) Z390 Hydrogen Sulfide Training Committee, announced today the approval and upcoming publication […]

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Mortgage Capital Trading Introduces Bulk Acquisition Manager Secondary Marketing Tape Transfer Technology

SAN FRANSISCO, Calif., July 19, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced at the California Mortgage Bankers Association’s (CMBA) annual Western Secondary Market Conference held in San Francisco, that it has released new secondary marketing technology to improve the industry’s existing loan […]

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The Mortgage Collaborative Appoints Arthur Prieston, CMB, Chair of Newly Formed Capital Markets Committee

SAN DIEGO, Calif., July 19, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, today announced that industry authority Arthur Prieston has been appointed chair of its newly formed Capital Markets Committee. In this role, Prieston will lead capital market engagements for the group’s lender members.

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The Mortgage Collaborative Announces Addition of The Money Source as a Correspondent Investor to Preferred Partner Network

SAN DIEGO, Calif., July 18, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, announced a new partnership with national correspondent investor and mortgage loan servicer, The Money Source. The new relationship with The Money Source adds another best-in-class national correspondent investor to their preferred partner network.

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It’s Easier to Plan for Long-Term Care if We Face Our Personal Concerns First, says ACSIA Partners

KIRKLAND, Wash., July 18, 2017 (SEND2PRESS NEWSWIRE) — Last year the U.S. Department of Health & Human Services issued a report about Americans’ concerns and actions related to long-term care (LTC), also referred to as long-term services and supports (LTSS). “The main takeaway was not the particulars of the responses, in our view,” says Denise […]

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JenCap Holdings Acquires Special Risks Facilities

NEW YORK, N.Y. and STERLING HEIGHTS, Mich., July 17, 2017 (SEND2PRESS NEWSWIRE) — JenCap Holdings LLC announced today that it has agreed to acquire privately held Special Risks Facilities, Inc., an MGA/contract binding authority and wholesale insurance brokerage firm based in Sterling Heights, Michigan with another office in Peoria, Arizona. Special Risks was formed in […]

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ARMCO Promotes COO Phil McCall to President

POMPANO BEACH, Fla., July 13, 2017 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software ACES Audit Technology(TM), announced that chief operating officer Phil McCall has been promoted to company president. In his new role, McCall will oversee all operations for the company, including the expansion of […]

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Pendo Joins Forces with The Mortgage Collaborative to Offer Appraisal Management Services to Organization’s Lender Member Network

LEE’S SUMMIT, Mo., July 11, 2017 (SEND2PRESS NEWSWIRE) — Pendo, a nationwide appraisal management company (AMC), announced a strategic partnership with The Mortgage Collaborative’s preferred partner network to provide appraisal management services to the organization’s 112 lender members.

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IDS Expands eSign Room Customization Capabilities

SALT LAKE CITY, Utah, July 11, 2017 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has expanded the settings and capabilities of its eSign room within the idsDoc mortgage doc prep platform. These new features enable lenders to create a more seamless and unified eSign experience for borrowers.

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Mortgage Capital Trading Taps Industry Capital Markets Veteran Bill Berliner as Director of Analytics

SAN DIEGO, Calif., July 10, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that it has appointed Bill Berliner to the newly created position of director of analytics. In this role, he will take the lead to develop new products and services, enhance […]

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Dallas Business Journal Names The Cooksey Team to ‘2017 Best Places to Work’

DALLAS, Texas, July 10, 2017 (SEND2PRESS NEWSWIRE) — The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today it has been recognized by Dallas Business Journal as one of its “2017 Best Places to Work” in the Dallas-Fort Worth area. More than 500 companies submitted nominations, and only 100 companies […]

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Two EPIC Insurance Consultants Recognized Among the 30 Most Influential Women in Benefit Advising

SAN FRANCISCO, HOUSTON, and MAHWAH, N.J., June 28, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Susan L. Combs and Senior Vice President Suzanne McGarey have been recognized among Employee Benefit Adviser’s “2017 Most Influential Women in Benefit Advising.”

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ARMCO Updates ACES with Day 1 Certainty™ Functionality

POMPANO BEACH, Fla., June 26, 2017 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced today that it has updated its flagship ACES Audit Technology(TM) with new functionality that aligns with Fannie Mae’s Day 1 Certainty(TM) (D1C) initiative. With this update, ACES now includes additional fields […]

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Lender Price, the Leading Mortgage Lending Analytics, Pricing Engine and Digital Mortgage Provider Announces Integration with Ernst Publishing

PASADENA, Calif., June 26, 2017 (SEND2PRESS NEWSWIRE) — Lender Price, the emerging leader in digital mortgage interface technology and real-time, competitive mortgage analytics and product pricing & eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, announced that it has integrated with Ernst Publishing, the leading provider of mortgage fee data for […]

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OpenClose Launches Corporate Website to Reflect New Positioning of its Enterprise-class, Multi-channel LOS and Mortgage Software Solutions

WEST PALM BEACH, Fla., June 26, 2017 (SEND2PRESS NEWSWIRE) — OpenClose, a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced it unveiled a new corporate website to better position the company’s expanded enterprise-class solution set, customer profile focus and long-term value proposition.

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DocMagic’s UCD Technology Solution Now Supports Both Phases of Upcoming UCD Requirements

TORRANCE, Calif., June 21, 2017 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the mortgage industry’s leading provider of document production, automated compliance and comprehensive eMortgage services, announced that its technologies are now capable of supporting both phases of the upcoming UCD (Uniform Closing Dataset) requirement.

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Phil Rasori of MCT to Speak on Panel Session at Accounting for Mortgage Banking (AMB) User Conference on Topic of Hedge Accounting

SAN DIEGO, Calif., June 20, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that its COO, Phil Rasori, is scheduled to speak on a panel session hosted by Advantage Systems, Inc. at its third annual Accounting for Mortgage Banking (AMB) user conference.

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IDS Adds Pushback Notifications to Interface with Byte Software

SALT LAKE CITY, Utah, June 20, 2017 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has added pushback notifications to its existing interface with BytePro Enterprise, the flagship loan origination software (LOS) platform from Byte Software. Through this enhancement, BytePro users will receive mortgage documents and fulfillment status notifications […]

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EPIC Insurance Acquires Product Warranty Analytics Specialist After, Inc.

SAN FRANCISCO, Calif. and NORWALK, Conn., June 19, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the acquisition of After, Inc. – a product warranty analytics firm based in Norwalk, Conn. The Acquisition was made primarily to further strengthen and grow EPIC […]

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Mortgage Capital Trading to Co-Instruct MBA Webinar on ‘The Lock Desk’s Role in the Secondary Marketing Department’

SAN DIEGO, Calif., June 15, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that it will be participating in an upcoming webinar that the Mortgage Bankers Association will be hosting on the topic of the business- critical role that lock desks play within […]

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Mortgage Lending Analytics, PPE and Digital Mortgage Provider Lender Price Attending Motivity Solutions User Conference

PASADENA, Calif., June 14, 2017 (SEND2PRESS NEWSWIRE) — Lender Price, the emerging leader in digital mortgage interface technology and real-time, competitive mortgage analytics and product pricing & eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, announced that Black Knight Financial Services’ Motivity Solutions will use pricing data from Lender Price’s industry-leading […]

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Up-and-comer ubermortgage Embraces Home-Equity Conversion Mortgage (HECM) with Technology from ReverseVision

SAN DIEGO, Calif., June 13, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading technology provider for the reverse mortgage industry, has formed a partnership with ubermortgage Inc. to support the budding lender’s increasing demand for home-equity conversion mortgages (HECMs) with its RV Exchange (RVX) loan origination technology.

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Technologies Management, Inc. Adds Consulting Strength in Telecom Network Planning and Cost Management

MAITLAND, Fla., June 13, 2017 (SEND2PRESS NEWSWIRE) — Technologies Management, Inc. (“TMI”) announced today the addition of Don Gale to its team of consultants. TMI, a leading provider of consulting services, project management, compliance reporting and information tools to over 200 communications companies, said that Mr. Gale’s addition to their consulting team significantly enhances the […]

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Simplifile’s Paul Clifford Receives 2017 Award for Innovation from October Research

PROVO, Utah, June 12, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced that Paul Clifford, president, was recognized with the 2017 October Research Award for Innovation for his leadership in establishing Simplifile’s e-recording network, along with other achievements in support […]

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Verify Smart Corporation Signs Letter of Intent to Acquire Equity Stake and Exclusive International Reseller Rights in Med-Con Technologies, LLC

FERNLEY, Nev., June 8, 2017 (SEND2PRESS NEWSWIRE) — Verify Smart Corporation (OTC:VSMR / OTCMKTS:VSMR) a Global innovator in financial fraud prevention and digital distribution solutions announced today that it has signed a Letter of Intent to acquire an equity stake and exclusive international reseller rights in Med-Con Technologies, LLC for cash and stock.

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EPIC Insurance Receives Multiple Honors from 2017 Communicator Awards

SAN FRANCISCO, Calif. and HOUSTON, Texas, June 8, 2017 (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 Creative Services Team has received one “Gold Award of Excellence” and eight “Silver Awards of Distinction” from the 23rd Annual […]

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QuestSoft and OpenClose to Hold Webinar on the New CFPB HMDA Rules

WEST PALM BEACH, Fla. and LAGUNA HILLS, Calif., June 7, 2017 (SEND2PRESS NEWSWIRE) — OpenClose, a multi-channel loan origination system (LOS) provider, and QuestSoft, a provider of automated mortgage compliance software, announced that they will host a joint webinar covering the new CFPB HMDA regulations, how they will impact organizations, and outline specific plans to […]

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EPIC Joins the American National Standards Institute/American Society of Safety Engineers (ANSI/ASSE) Z390 Hydrogen Sulfide Training Committee

SAN FRANCISCO, Calif. and HOUSTON, Texas, June 7, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that as part of the firm’s commitment to the Energy Industry and ongoing efforts to improve worker safety, EPIC has joined the American National Standards Institute/ […]

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Phil Rasori of MCT to Serve as Key Note Speaker at Illinois Mortgage Bankers Association Capital Markets

SAN DIEGO, Calif., June 6, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that its COO, Phil Rasori, will be a key note speaker at the Illinois Mortgage Banking Association’s Mortgage/Capital Market Update event on June 8, 2017. As a keynote speaker, Mr. […]

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IDS Builds Mortgage Document Preview Feature for LendingQB Integration

SALT LAKE CITY, Utah, June 6, 2017 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has incorporated a new document preview feature into its integration with LendingQB’s cloud-based loan origination solution (LOS). The feature allows LendingQB users to preview mortgage documents, such as the Loan Estimate or Closing Disclosure, […]

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EPIC Insurance Presents CSRA SHRM Strategic Session

SAN FRANCISCO, Calif. and ATLANTA, Ga., June 5, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it will host the CSRA SHRM (Society for Human Resource Management) Mini Conference on Thursday, June 8 from 7:30 a.m.-1:30 p.m. at The Legends Club […]

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EPIC Insurance Expands and Strengthens Six Year Relationship with California New Car Dealers Association

SAN FRANCISCO, Calif. and SACRAMENTO, Calif., June 5, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, and the California New Car Dealers Association (CNCDA) jointly announced today that CNCDA has expanded their relationship with EPIC, appointing the insurance broker / consultant as their exclusive […]

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FormFree Names Douglas Brewer Director of its Enterprise Architecture

ATLANTA, Ga., June 1, 2017 (SEND2PRESS NEWSWIRE) — FormFree today announced the appointment of senior software developer Douglas Brewer to the role of director of enterprise architecture. Brewer, who first joined FormFree in 2014, will be responsible for managing the retention and growth of FormFree’s software development team, overseeing enterprise software design and ensuring the […]

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Industry Veteran Joins Mortgage Technology Vendor, LBA Ware

MACON, Ga., June 1, 2017 (SEND2PRESS NEWSWIRE) — LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced it has hired Finn Klemann as director of business development. In this role, Klemann will bring his more than 20 years of business development and sales experience […]

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EPIC Insurance Kicks Off 2017 Energy Forum in Houston

SAN FRANCISCO, Calif. and HOUSTON, Texas, June 1, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the successful launch of their 2017 Energy Forum in Houston and that they will host two additional Energy Forum presentations in Dallas and Oklahoma City next […]

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Skyline Financial Corp. Lays Groundwork for New Reverse Mortgage Division with Technology, Training from ReverseVision

SAN DIEGO, Calif., May 31, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, has forged a partnership with Skyline Financial Corp. (Skyline Home Loans and NewLeaf Lending) to support the lender’s growing reverse mortgage division with RV Exchange (RVX) loan origination technology and RV University (RVU) […]

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ACSIA Partners Offers Decision Funnel for Quick and Easy Long-Term Care Choices

KIRKLAND, Wash., May 31, 2017 (SEND2PRESS NEWSWIRE) — Many Americans spend hours investigating long-term care options online, only to come away confused and dispirited. Now there’s another way to go. It’s a by-phone Decision Funnel designed to cut through the complexity. Offered by ACSIA Partners, the service will be delivered by real human specialists, not […]

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Simplifile E-Recording Network Now Available in 15 Midwestern, Western Jurisdictions

PROVO, Utah, May 30, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, has expanded its industry-leading e-recording network to include 15 additional recording jurisdictions across the Western and Midwestern United States.

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More Than Two Thirds of Americans Not Prepared for Disability

OKLAHOMA CITY, Okla., May 30, 2017 (SEND2PRESS NEWSWIRE) — The average American Fidelity Assurance Company long-term disability is nearly three years. Even though one in five adults experiences a long-term disability, most Americans are ill-prepared to cover expenses if they are unable to work (note 1). The average American could not cover a $400 emergency […]

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Mid America Mortgage Purchases eNote from First eClosing Transaction in North Carolina

ADDISON, Texas, May 25, 2017 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today it has purchased the eNote from North Carolina’s first eMortgage transaction. The transaction, which was completed entirely electronically on May 5, was a refinance for a property in Winston-Salem and was executed by Hickory-based North State Bank. Upon completion […]

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Hoge Fenton Introduces Student Loan Repayment Benefit for Associates

SAN JOSE, Calif., May 24, 2017 (SEND2PRESS NEWSWIRE) — Hoge Fenton, a leading Northern California law firm, announced today that they have signed on with Boston-based Gradifi, the industry’s first provider of the Employer SLP Plan(TM) (Student Loan Paydown Plan) to introduce a new benefit for its associate attorneys: financial assistance with student loans.

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Ann Fulmer Joins FormFree as Chief Strategy and Industry Relations Officer

ATLANTA, Ga., May 23, 2017 (SEND2PRESS NEWSWIRE) — FormFree(R) today announced that it has hired mortgage loan quality subject matter expert and analyst Ann Fulmer as its chief strategy and industry relations officer. FormFree’s flagship product, AccountChek(R), is an asset verification app that streamlines the loan underwriting process for both borrowers and lenders, resulting in […]

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Jordan & Jordan Announces Separation from John Powter Insurance Agency

ADDISON, Texas, May 19, 2017 (SEND2PRESS NEWSWIRE) — Linda Jordan ended her business partnership with Powter Insurance, and launched Product Liability Specialty, LLC doing business as Jordan and Jordan Insurance Group. This structural change will have little to no impact on daily business operations with the agency. Any correspondence and checks will continue to bear […]

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IDS Receives Certification from Fannie Mae, Freddie Mac for Its UCD XML File

SALT LAKE CITY, Utah, May 19, 2017 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced its Uniform Closing Dataset (UCD) XML file has been certified to meet all UCD requirements by both Fannie Mae and Freddie Mac ahead of the GSE’s September 25 deadline for UCD delivery. To have its […]

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DocMagic’s Total eClose Solution Facilitates First State Sponsored eClosing in North Carolina

TORRANCE, Calif., May 16, 2017 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the mortgage industry’s leading provider of document production, automated compliance and comprehensive eMortgage services, announced that it completed North Carolina’s first 100 percent paperless eClosing. The DocMagic-driven eClosing was completed on Friday, May 5th at North State Bank and was carried out in the presence […]

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AccountChek by FormFree Automates Asset Verification for Users of Black Knight Financial Services’ LoanSphere Empower Loan Origination System

ATLANTA, Ga., May 16, 2017 (SEND2PRESS NEWSWIRE) — FormFree(R) today announced the direct integration of its AccountChek(R) automated asset verification service with the LoanSphere(R) Empower(R) loan origination system (LOS) offered by Black Knight Financial Services, a leading provider of integrated technology, data and analytics to the mortgage and real estate industries.

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EPIC Insurance adds Reba Mathew, Pharm.D., R.Ph to Employee Benefits Consulting Pharmacy Practice

SAN FRANCISCO, Calif. and HOUSTON, Texas, May 16, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Reba Mathew Pharm.D., R.Ph has joined the firm’s Employee Benefits Consulting Practice as Pharmacy Practice Director.

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Arbor Day Foundation Partners with Simplifile to Plant Trees for Earth Month

PROVO, Utah, May 8, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, has partnered with the Arbor Day Foundation to plant more than 2,300 trees in Goethe State Forest (Florida) in honor of Arbor Day 2017 and April’s worldwide Earth Month […]

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EPIC’s Carl Pilger to Present at ‘The First 100 Days: What the New Administration Means For Benefits, Taxes and Employment Compliance’

SAN FRANCISCO, Calif. and ATLANTA, Ga., May 3, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of Employee Benefits Compliance Carl Pilger will present at “The First 100 Days: What the New Administration Means For Benefits, Taxes and Employment Compliance” […]

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