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Tag Archives | Finance

Rich Eagar of EPIC to Present on Retirement Advisory Practice Team Structures at 2017 PLANADVISER National Conference

ORLANDO, Fla. and HOUSTON, Texas, Oct. 9, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Retirement Consultant Rich Eagar will present at the 2017 PLANADVISER National Conference (PANC) on Thurs., Oct. 12 at the JW Marriot, Grande Lakes in Orlando, Fla.

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Leading Education Platform for Stock Market and Forex Traders Live Traders Announces Launch of its Scholarship Program

NEW YORK, N.Y., Oct. 6, 2017 (SEND2PRESS NEWSWIRE) — Celebrating the breakthrough success of their education and training programs for Stocks, Options and Forex professional traders Live Traders have decided to give back to the financially less fortunate. The educational platform recently celebrated the launch of the Live Traders Scholarship Program where qualified students have […]

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‘Optimal Nonprofit Financial Management through Outsourcing’ by Rocky Davidson, CPA available from Qbix Accounting Solutions

MACON, Ga., Oct. 5, 2017 (SEND2PRESS NEWSWIRE) — Qbix Accounting Solutions announces a new eBook by Rocky Davidson, CPA. The 8-page eBook, “Optimal Nonprofit Financial Management through Outsourcing” is written for Nonprofit Executive Directors who are looking to improve their accounting function.

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Certified Credit Reporting Joins The Mortgage Collaborative’s Preferred Partner Network

SAN DIEGO, Calif., Oct. 3, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, announced a new preferred partner relationship with national credit information service provider, Certified Credit Reporting. As a result of this new partnership, lender members of The Mortgagee Collaborative will receive discounted pricing on Certified Credit’s suite […]

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Quandis Adds New Imaging Functionality to its Military Search Service for SCRA Compliance

RANCHO SANTA MARGARITA, Calif., Oct. 3, 2017 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading default management mortgage technology provider, announced that it has added new functionality that allows servicers and default attorneys to more easily manage images of official certificates from the Department of Defense (DoD) to demonstrate proof of compliance for adherence to the […]

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NAMB Rebrands to Better Reflect the Professional Diversity of Its Member Base

WASHINGTON, D.C., Oct. 2, 2017 (SEND2PRESS NEWSWIRE) — NAMB, an association that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, today announced a rebranding that includes a new logo and marketing campaign. NAMB’s new brand identity emphasizes the diversity of its member base, which includes individual loan originators and […]

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Matic Insurance Services & LendingQB Partner to Solve Mortgage Delays Caused by Homeowner’s Insurance

SHERMAN OAKS, Calif. /California Newswire/ — Matic Insurance Services, a digital insurance agency that enables borrowers to purchase homeowner’s insurance during the home-buying transaction, today announced a new partnership with LendingQB, a provider of “lean lending” loan origination technology. Matic announced the news as part of a live demonstration at San Francisco’s Digital Mortgage Conference. […]

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EPIC’s Retirement Consulting Team Named to 2017 Financial Times 401 Top Retirement Plan Advisers List

HOUSTON, Texas and SAN FRANCISCO, Calif., Sept. 28, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of Retirement Rob Massa and Ascende Wealth Advisers Inc., EPIC’s Retirement Consulting Team, has been named to the 2017 Financial Times 401 Top Retirement […]

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FormFree, LexisNexis Risk Solutions Expand Alliance to Provide Liens and Judgments Data

ATHENS, Ga., Sept. 26, 2017 (SEND2PRESS NEWSWIRE) — FormFree(R) today announced the impending launch of AccountChek Plus(TM), a new tool for lenders that combines the features of AccountChek(R), the nation’s most trusted asset verification app, with liens and civil judgments data from LexisNexis(R) Risk Solutions. By giving lenders a more complete picture of borrower ability-to-pay […]

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EPIC’s Tom Mackey to Present on Protecting Operations from Cyber Security Threats at Next Generation Manufacturing Event

ATLANTA, Ga., Sept. 26, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Risk Management Consultant Tom Mackey will present at the Seventh Annual Next Generation Manufacturing Signature Event on Thursday, Sept. 28 at Mercedes-Benz Stadium in Atlanta, Ga.

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A Prime Time to Plan for Long-Term Care Is After Arranging It for Someone Else, says ACSIA Partners

KIRKLAND, Wash., Sept. 25, 2017 (SEND2PRESS NEWSWIRE) — Have you been called upon to arrange care for an aging parent or other loved one? If so, “it can be a blessing in disguise,” says Denise Gott, CEO of ACSIA Partners, one of the nation’s largest long-term care insurance agencies. “It can inspire you to plan […]

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HousingWire Honors DocMagic’s Mike Zarrilli with 2017 Insiders Award

TORRANCE, Calif. /California Newswire/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that its head of operations, Mike Zarrilli, has been named to HousingWire’s Insiders Award list for 2017. NOTICE: The news story HousingWire Honors DocMagic’s Mike Zarrilli with 2017 Insiders Award appeared on and […]

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The Mortgage Collaborative Announces Addition of ACS Accounting to Preferred Partner Network

SAN DIEGO, Calif., Sept., 21, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, announced a new partnership with east-coast based CPA and advisory firm, ACS Accounting. The new relationship with ACS, adds another best-in-class tax and accounting firm to their preferred partner network.

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Matic Insurance Services Debuts Integration with Roostify During TechCrunch Startup Battlefield, Advances to Competition’s Final Round

SHERMAN OAKS, Calif., Sept. 21, 2017 (SEND2PRESS NEWSWIRE) — Matic Insurance Services (Matic), a digital insurance agency that enables borrowers to purchase homeowner’s insurance during the home-buying transaction, has forged a partnership with automated lending technology provider Roostify. The company announced the news Tuesday afternoon from the stage of TechCrunch’s Startup Battlefield, part of the […]

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The Mortgage Collaborative Names Rich Swerbinsky as its Chief Operating Officer

SAN DIEGO, Calif., Sept. 21, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, today announced it has promoted Rich Swerbinsky to the role of Chief Operating Officer. Having served as its executive vice president of national sales and strategic alliances since 2015, Rich Swerbinsky will now serve TMC as […]

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Mortgage Collaborative Announces Addition of First Community Mortgage to Preferred Partner Network

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

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ARMCO Releases ACES Automated Document Manager

POMPANO BEACH, Fla., Sept. 18, 2017 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, today announced the release of ACES Automated Document Manager. ADM can parse hundreds of PDF files, identify each document in the file, and categorize them by document type or name.

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EPIC’s Duane Dennis and Jamie Chambers to Present Employee Communications & HR Technology Strategies at Cement Employers Association Annual Meeting

SAN FRANCISCO, Calif., Sept. 14, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Senior Consultant Duane Dennis and Director of HR Technology Solutions Jamie Chambers will present at the Cement Employers Association Annual Meeting on Tuesday, Sept. 19 at […]

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JMAC Lending Selects Insight RDM Mortgage QC Audit Platform from TRK Connection

SALT LAKE CITY, Utah, Sept. 14, 2017 (SEND2PRESS NEWSWIRE) — TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that JMAC Lending, a Southern California-based wholesale and correspondent lender, has selected TRK’s flagship mortgage quality control (QC) audit platform Insight Risk & Defect Management (RDM).

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Media Advisory – TechCrunch Disrupt SF 2017: CEO of Sparkle Coin, Inc. Shows New eCommerce-optimized Cryptocurrency

SAN FRANCISCO, Calif., Sept. 14, 2017 (SEND2PRESS NEWSWIRE) — Sparkle Coin, Inc., founders of Sparkle Coin, a new cryptocurrency that allows users to make purchases from popular online retailers – like Amazon and Walmart – and features a currency exchange for liquidity, will be hosting a “lunch and launch” event during TechCrunch Disrupt SF 2017.

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Unity National Bank Pledges $100,000 Towards the Construction of New Tipp City Stadium

TIPP CITY, Ohio, Sept. 13, 2017 (SEND2PRESS NEWSWIRE) — The Tipp Pride Association Board of Directors announced today that the organization has received a $100,000 sponsorship from Unity National Bank for the construction of Tipp City’s new community stadium. The generous gift will lead ongoing fundraising to support stadium construction.

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EPIC’s Clay Ma to Present at Texas Total Rewards Conference in Fort Worth

HOUSTON, Texas and SAN FRANCISCO, Calif., Sept. 11, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Retirement Senior Associate Clay Ma will present at the Texas Total Rewards Conference on Friday, Sept. 15 at 8:30 a.m. at The Worthington Renaissance Fort […]

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US Mortgage Implements CompenSafe from LBA Ware to Automatically Calculate LO Compensation

MACON, Ga., Sept. 11, 2017 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced that Melville, New York-based US Mortgage Corporation (US Mortgage) has implemented CompenSafe to automatically calculate commissions for its loan originators and operations staff located in 24 branches […]

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TRK Connection Elevates Colton Hansen to Role of Vice President of Business Development

SALT LAKE CITY, Utah, Sept. 7, 2017 (SEND2PRESS NEWSWIRE) — TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced it has promoted Colton Hansen to vice president of business development. In this new role, Hansen will be responsible for leading and executing company objectives for sales and marketing campaigns, implementing […]

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Sparkle Coin, Inc. Launches Next Generation Cryptocurrency

CHICAGO, Ill., Sept. 6, 2017 (SEND2PRESS NEWSWIRE) — Sparkle Coin, Inc. today introduced its eponymous cryptocurrency, the first of its kind backed by diamonds, as the initial step toward the company’s goal of creating more efficient global economic growth to promote societal advancement by developing a platform that brings cryptocurrencies into the mainstream business and […]

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OpenClose Integrates with Timios to Automate the Calculation of Title Settlement Fees

WEST PALM BEACH, Fla., Sept. 6, 2017 (SEND2PRESS NEWSWIRE) — OpenClose, a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced that it integrated with Timios, Inc., a national provider of title and settlement services to banks, financial institutions and mortgage lenders. The integration allows users to efficiently draw all title and settlement […]

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Spectrum Mortgage Holdings Partners with Mid America Mortgage to Purchase eNotes

ADDISON, Texas, Sept. 6, 2017 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today that Spectrum Mortgage Holdings has signed on as an eWarehouse line provider for Mid America’s eCorrespondent division. Through this partnership, Spectrum will offer lower net worth requirements (*see note 1). on warehouse lines and purchase eNotes from qualified emerging […]

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VLP Law Group Announces the Return of David Jargiello as Partner and General Counsel

PALO ALTO, Calif., Sept. 5, 2017 (SEND2PRESS NEWSWIRE) — VLP Law Group LLP is pleased to announce that David Jargiello has rejoined the firm as a partner in the Corporate Practice Group and the firm’s General Counsel. Mr. Jargiello is a business transactional lawyer with more than 25 years’ experience in San Francisco and Silicon […]

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LBA Ware Founder Lori Brewer Named to ‘Leading Ladies’ Category on 2017 ‘Women in Housing’ list by The MReport

MACON, Ga., Sept. 5, 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 recognized as one of The MReport magazine’s 2017 “Women in Housing.”

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New Data from ReverseVision Shows Influx of Traditional Lenders and Directly Licensed Clients into HECM Industry

SAN DIEGO, Calif., Sept. 5, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, reported a record number of newly licensed lenders entering the Home Equity Conversion Mortgage (HECM) market in 2017, according to data from its RV Exchange (RVX) loan origination system (LOS).

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‘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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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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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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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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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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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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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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