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Tag Archives | Finance

The Capacity Group – an EPIC Company adds Jeanne Braun as President of Health Care Strategy Group

SAN FRANCISCO, Calif., MAHWAH, N.J., LAKE SUCCESS, N.Y., April 17, 2017 (SEND2PRESS NEWSWIRE) — Capacity Group of NY LLC (CGNY), a division of The Capacity Group – an EPIC Company and a retail property & casualty insurance brokerage and employee benefit consultant, announced today that Jeanne Braun has joined the firm as president of CGNY’s […]

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Twelve 11 Media Names Kristin Messerli Managing Editor of Mortgage Women Magazine

LAS VEGAS, Nev., April 12, 2017 (SEND2PRESS NEWSWIRE) — Twelve 11 Media, the Publisher of “Mortgage Women Magazine” and “Mortgage Compliance Magazine,” announced today that Kristin Messerli has been named Managing Editor of Mortgage Women Magazine. Kristin officially started on April 1, 2017 and the May-June 2017 issue of “Mortgage Women Magazine” will be the […]

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EPIC’s Dan Houston to Present Best Practices on Data Breach Response at Georgia PRIMA’s Risk Management Conference

SAN FRANCISCO, Calif. and ATLANTA, Ga., April 12, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Senior Vice President of Enterprise Risk Management and Principal Dr. Dan Houston will present at Georgia Public Risk Management Association’s (PRIMA) Annual Education Series on […]

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HousingWire Designates Quandis a 2017 HW TECH100 Mortgage Technology Vendor

RANCHO SANTA MARGARITA, Calif., April 11, 2017 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading default management mortgage technology provider, announced that it has been named a top 100 mortgage technology provider by HousingWire for 2017. The annual HW TECH100(TM) list honors the most innovative and progressive technology firms in the U.S. housing economy.

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Traffk Signs Contract with David Brown of CHEQS, LLC

LOS ANGELES, Calif., April 10, 2017 (SEND2PRESS NEWSWIRE) — Traffk(TM) LLC is pleased to announce the addition of Mr. David Brown to the expanding Traffk team. Brown will fill the role of Market President, serving Traffk’s payer and health solutions market. Traffk modernizes the insurance underwriting process with more accurate data insights and risk profiling, […]

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HLP to Offer Automated Asset Verification through Partnership with AccountCheck by FormFree

BALTIMORE, Md., April 6, 2017 (SEND2PRESS NEWSWIRE) — HLP today announced it will integrate FormFree’s AccountChek(TM) automated asset verification service into its communication platform, making it easier for consumers and HUD-certified, nonprofit housing counselors to apply for loan modifications and other options to avoid foreclosure.

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DocMagic Achieves 42 Percent Growth in 2016

TORRANCE, Calif., April 5, 2017 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, reported a 42 percent increase in revenue for 2016. The company credits its growth to the mortgage industry’s demand for products that enable TRID compliance, eSignatures and eClosings. This is the […]

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Atlantic Coast Mortgage Chooses ReverseVision’s RVX Loan Origination Software for New HECM Division

SAN DIEGO, Calif., April 4, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Atlantic Coast Mortgage (ACM) has selected RV Exchange (RVX) loan origination software (LOS) to support its new home-equity conversion mortgage (HECM) division.

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EPIC’s Mark Millard and Michael Turk to present at 2017 Risk and Insurance Management Society (RIMS) Annual Conference

SAN FRANCISCO, Calif. and STAMFORD, Conn., April 4, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principals Mark Millard and Michael Turk are among the featured risk management and insurance professionals who will be presenting at the RIMS Annual Conference & […]

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DocMagic Named to HW TECH100 List for the Fourth Straight Year

TORRANCE, Calif., March 31, 2017 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that it was designated to HousingWire’s HW100(TM) for the fourth year in a row. DocMagic was recognized for its contributions in loan document preparation, compliance, eSign and eDelivery solutions.

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FormFree Founder Brent Chandler Named ‘Tech All-Star’ by Mortgage Bankers Association

ATLANTA, Ga., March 28, 2017 (SEND2PRESS NEWSWIRE) — FormFree today announced that its Founder and President Brent Chandler was one of five mortgage technology innovators recognized by the Mortgage Bankers Association (MBA) in its 2017 MBA Insights Tech All-Stars award. The award, now in its 16th year, recognizes “industry leaders who have made outstanding contributions […]

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Simplifile VP Nancy Alley Honored as ‘Tech All-Star’ by Mortgage Bankers Association

PROVO, Utah, March 28, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced that Simplifile Vice President of Strategic Planning Nancy Alley was one of five mortgage technology innovators honored by the Mortgage Bankers Association (MBA) as a 2017 MBA Insights […]

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Asset-Level Lease Accounting Webinar to be Hosted by LeaseAccelerator

GREAT FALLS, Va., March 28, 2017 (SEND2PRESS NEWSWIRE) — LeaseAccelerator announced today that it will be hosting an educational webinar on Asset-level lease accounting and its role in implementing ASC 842 and IFRS 16. The new lease accounting standards, introduced last year, will require companies to track real estate, equipment, and embedded leases as assets […]

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Maxwell’s Mortgage Automation Experience Enhanced with The Work Number from Equifax

DENVER, Colo., March 28, 2017 (SEND2PRESS NEWSWIRE) — Maxwell, the emerging leader of digital mortgage automation software, unveiled today a partnership with Equifax Inc., a global information solutions provider, that will provide Maxwell customers and their borrowers with a faster, more seamless experience, beginning with automated employment and income verification through its proprietary database, The […]

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Phil McCall of ARMCO Wins Prestigious 2017 Tech All-Star Award from the Mortgage Banking Association

CHICAGO, Ill., March 28, 2017 (SEND2PRESS NEWSWIRE) — National Technology Conference & Expo — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced that Chief Operating Officer Phil McCall has won the Mortgage Banking Association’s (MBA) 2017 Tech All-Star Award.

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Mortgage Automation Pioneer cloudvirga Raises $15 Million in Series B Funding

IRVINE, Calif., March 27, 2017 (SEND2PRESS NEWSWIRE) — Cloudvirga(SM), developer of the automated, cloud-based intelligent Mortgage Platform(R) (iMP), announced today it has raised $15 million in a series B funding round led by Incenter, a Blackstone Group portfolio company. The new funding will support cloudvirga as it scales its technology and expands its product offerings.

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EPIC’s Suzannah Gill and Carl Pilger to Present at SOAHR SHRM-Atlanta HR 2017 Conference

SAN FRANCISCO, Calif. and ATLANTA, Ga., March 23, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Benefits Strategy Consultant Suzannah Gill and Director of Employee Benefits Compliance Carl Pilger will present at SOAHR, SHRM-Atlanta’s 27th Annual HR Conference, on Wednesday, March […]

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Bank of England Mortgage Helps Customers Get More Out of Retirement with Home Equity Conversion Mortgages (HECM) and ReverseVision Technology

SAN DIEGO, Calif., March 22, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Bank of England (BOE) Mortgage, a nationwide mortgage lender based in England, Arkansas, has selected RV Exchange (RVX) loan origination software (LOS) to support its growing Home Equity Conversion Mortgage […]

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Cloudvirga Introduces AccountChek Automated Asset Verification into Its intelligent Mortgage Platform

ATLANTA, Ga., March 22, 2017 (SEND2PRESS NEWSWIRE) — FormFree today announced that cloudvirga(SM), developer of the automated, cloud-based intelligent Mortgage Platform(R) (iMP), has selected AccountChek(TM) for automated asset verification. Cloudvirga’s custom integration of AccountChek into the iMP collects borrower account information early in the loan application process and offers a seamless asset verification experience.

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LBA Ware Adds Matthew Marshall as Solutions Consultant

MACON, Ga., March 22, 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 Matthew Marshall as a solutions consultant to support the firm’s sales efforts. In this role, Marshall will be responsible for articulating the value proposition […]

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EPIC’s Chuck Simpson to Speak at Distribution Contractors Association’s Annual Safety Congress

SAN FRANCISCO, Calif. and BIRMINGHAM, Ala., March 21, 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 speak at Distribution Contractors Association’s (DCA) Annual Safety Congress on Wednesday, March 29 at 8:30 a.m. at Hotel […]

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Lender Price to Unveil the Lender Price Marketplace at 2017 NAMB East Association of Mortgage Professionals Convention

PASADENA, Calif., March 16, 2017 (SEND2PRESS NEWSWIRE) — Lender Price, the emerging leader in real-time, competitive mortgage analytics and product pricing & eligibility (PPE) solutions announced today that it is launching the Lender Price Marketplace at the 2017 NAMB East Association of Mortgage Professionals Convention exhibit in Atlanta, Georgia on March 16 – 18.

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It’s Tax Time, and Millions Could Miss Sizeable Deductions for Long-Term Care Insurance, ACSIA Partners Says

KIRKLAND, Wash., March 16, 2017 (SEND2PRESS NEWSWIRE) — If you’re considering long-term care insurance, or already have a policy, “Tax time is a good time to look for help from Uncle Sam,” says Denise Gott, CEO of ACSIA Partners, one of the nation’s largest long-term care insurance agencies. “And the help you get could be […]

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Traffk Acquires Capsci Health’s Mobile Technology

LOS ANGELES, Calif., March 15, 2017 (SEND2PRESS NEWSWIRE) — Traffk(TM), the Los Angeles art district-based insurance technology company, is excited to announce the acquisition of Portland, Ore.-based Capsci Health. Capsci Health’s HIPAA compliant, mobile technology platform personalizes health plan members’ benefits, allowing them direct access to their plan’s benefits, ID cards, preferred providers and telemedicine.

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Qualia Connects to AgentNet from First American for Integrated Title Services

SAN FRANCISCO, Calif., March 15, 2017 (SEND2PRESS NEWSWIRE) — Qualia, the fastest growing provider of title settlement software, announced it has integrated its namesake settlement platform with AgentNet(R) from First American Title Insurance Company, a leading provider of title insurance and settlement services and the largest subsidiary of First American Financial Corporation (NYSE:FAF).

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FormFree Announces Integration of AccountChek into Ellie Mae’s Encompass Consumer Connect

ATLANTA, Ga., March 15, 2017 (SEND2PRESS NEWSWIRE) — FormFree today announced that its AccountChek(TM) automated asset verification service is available through the Ellie Mae (NYSE:ELLI) Encompass Consumer Connect(TM) point of sale loan origination solution, an extension of the Encompass mortgage management solution. Encompass Consumer Connect enables lenders to deliver a state-of-the-art, completely branded and unique […]

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HousingWire Lists OpenClose as a 2017 HW TECH100 Mortgage Technology Provider for the Fourth Year in a Row

WEST PALM BEACH, Fla., March 15, 2017 (SEND2PRESS NEWSWIRE) — OpenClose(R), a multi-channel loan origination system (LOS) mortgage software provider, announced that HousingWire has again been recognized as a top 100 mortgage technology provider. The annual HW TECH100(TM) list recognizes the most innovative technology firms in the U.S. housing economy.

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HousingWire Honors ARMCO as a 2017 HW TECH100 Mortgage Technology Vendor for the Third Straight Year

POMPANO BEACH, Fla., March 15, 2017 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced that HousingWire has again recognized ARMCO as a top 100 mortgage technology provider. The annual HW TECH100(TM) is designed to recognize the most innovative technology firms in the U.S. housing economy.

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S&P Approves Altavera for Residential Mortgage-Backed Securities Due Diligence

DENVER, Colo., March 14, 2017 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), a Computershare company and leading provider of outsourced residential mortgage origination services, has been approved by Standard & Poor’s Global Ratings (S&P) as a third-party due diligence provider for U.S. residential mortgage-backed securities (RMBS) rated by that agency.

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Record Attendance Expected at Texas Mortgage Bankers Association’s 101st Annual Convention

AUSTIN, Texas, March 13, 2017 (SEND2PRESS NEWSWIRE) — The Texas Mortgage Bankers Association (TMBA) announced today the location and dates of its 101st Annual Convention. This year’s conference – “Defining Our Future” – will be held at the Hyatt Regency Hill Country Resort and Spa in San Antonio, Texas on May 21 – 23, 2017.

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Ascende – an EPIC Company adds Gary C. McKinney to Southwest Region Business Development Team

SAN FRANCISCO, Calif. and HOUSTON, Texas, March 13, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Gary C. McKinney has joined the firm’s Southwest Region Employee Benefits Consulting Practice in Houston (Ascende – an EPIC Company) as Business Development Manager.

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IDS Achieves Sustained Mortgage Document Preparation Growth in 2016

SALT LAKE CITY, Utah, March 9, 2017 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has achieved another year of sustained growth, increasing its total document volume by 55 percent over 2015. IDS also experienced a 43 percent increase in initial disclosure volume and a 73 percent increase in […]

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Northeast’s Largest Independent Insurance Broker The Capacity Group Joins EPIC

MAHWAH, N.J. and SAN FRANCISCO, Calif., March 9, 2017 (SEND2PRESS NEWSWIRE) — The Capacity Group of Companies and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that they have joined forces. Established in 1990, The Capacity Group has grown to become one of […]

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Altavera Extends Mortgage Fulfillment Operations to Ten New States

DENVER, Colo., March 7, 2017 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), a Computershare company and leading provider of outsourced residential mortgage origination services, today announced that it has received residential mortgage licensing approval in ten new states, bringing to 36 its total number of state licenses. Altavera’s origination services are newly available in Arkansas, […]

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Simplifile Announces Integration with Ellie Mae’s Encompass Mortgage Management Solution

PROVO, Utah, Mar. 6, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced that its Collaboration and Post Closing services will be available this month through Ellie Mae’s Encompass(r) all-in-one mortgage management solution.

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Simplifile Recognized as HousingWire TECH100 Winner for Second Year Running

PROVO, Utah, March 2, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced that it has been selected for HousingWire’s HW TECH100(TM) list of the most innovative technology companies in housing for the second year in a row.

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Qualia Integrates with Old Republic Title

SAN FRANCISCO, Calif., March 2, 2017 (SEND2PRESS NEWSWIRE) — Qualia, the fastest growing provider of title settlement software, announced it has completed an integration with Old Republic Title’s ezJacket and Closing Protection Letter (CPL) software applications. As a result, title agents can now generate policy jackets, policy reports and CPLs directly without leaving the Qualia […]

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EPIC Insurance to Sponsor HR West 2017

SAN FRANCISCO, Calif., March 2, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it will sponsor and exhibit at NCHRA’s HR West 2017 Conference on March 6-8 at the Oakland Convention Center in Oakland, Calif. Please visit us at the EPIC […]

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LBA Ware Included on 2017 HW TECH100

MACON, Ga., March 1, 2017 (SEND2PRESS NEWSWIRE) — LBA Ware(TM), a leading provider of automated compensation software and system integration solutions, announced that it has been named to the 2017 HW TECH100(TM) list published by housing industry trade magazine HousingWire. This is the third consecutive year LBA Ware has been included on the HW TECH100.

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Qualia Recognized with HW TECH100 Award by HousingWire

SAN FRANCISCO, Calif., March 1, 2017 (SEND2PRESS NEWSWIRE) — Qualia, the fastest growing provider of title settlement software, announced that it has been selected by HousingWire as a 2017 HW TECH100(TM) award winner, an honor given to the most innovative technology companies in real estate. For title settlement professionals, Qualia provides an all-in-one solution for […]

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Maxwell Recognized with HousingWire’s HW TECH100 Award

DENVER, Colo., March 1, 2017 (SEND2PRESS NEWSWIRE) — Maxwell, the emerging leader of digital mortgage automation software, announced today that it has been recognized as one of HousingWire’s TECH100(TM) for 2017. Maxwell empowers mortgage lenders to be more connected, productive and successful by intelligently automating their workflow with homebuyers and real estate agents.

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ARMCO’s Mortgage QC Industry Trends Report Reveals Both Increases and Decreases in Key Areas of Loan Defects

POMPANO BEACH, Fla., March 1, 2017 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced that it has released its ARMCO Mortgage QC Industry Trends report for the third quarter of 2016. Using the Fannie Mae loan defect taxonomy, the report analyzes post-closing quality control data […]

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Verify Smart Corporation Signs Letter of Intent to Acquire the Assets of Enabledware, LLC

FERNLEY, Nev., Feb. 28, 2017 (SEND2PRESS NEWSWIRE) — Verify Smart Corporation (OTCBB: VSMR / OTC:VSMR) a Global innovator in financial fraud prevention and digital content distribution, announced today that it has signed a Letter of Intent to acquire the assets of Enabledware, LLC for cash and stock. Enabledware is a global leader in digital signage […]

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Two-Thirds of Large Companies Finding New Lease Accounting Standards More Complex than Anticipated

GREAT FALLS, Va., Feb. 27, 2017 (SEND2PRESS NEWSWIRE) — LeaseAccelerator, the leader in Enterprise Lease Accounting Software, announced the results of a Progress Report study gauging the readiness of large companies to support the new lease accounting standards (ASC 842) one year after their initial publication. The research study, conducted earlier this month, surveyed over […]

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EPIC adds Southeast Region Employee Benefits Consultant Richard Duhe

ATLANTA, Ga., Feb. 27, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Richard Duhe has joined the firm’s Southeast Employee Benefits Consulting Practice in Atlanta as a Benefits Consultant and Director of EPIC MobileEZ(TM).

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Philip Stevens joins Optima Group as Director

FAIRFIELD, Conn., Feb. 23, 2017 (SEND2PRESS NEWSWIRE) — Philip C. Stevens has joined Optima Group, Inc. as Director, with responsibility for helping the firm’s clients achieve their goals through the development of business and marketing strategies as well as the deployment of communications initiatives. A seasoned executive from the financial services and insurance industries, Philip […]

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Global DMS Hires Industry Veteran Julie Bussey as Director of National Accounts

LANSDALE, Pa., Feb. 23, 2017 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of cloud-based compliant valuation management software, announced that Julie Bussey has joined the company as national accounts director. In this businesses development position, she will play an instrumental role in introducing Global DMS’ suite of automated valuation management technology solutions to the […]

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EPIC’s Brian Tanner, Mary Grandy and Tony Lorber Honored as Risk & Insurance Magazine 2017 ‘Power Brokers’

SAN FRANCISCO and SACRAMENTO, Calif., and BIRMINGHAM, Ala., Feb. 23, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Brian Tanner, Senior Vice President Mary Grandy and Senior Vice President Tony Lorber have been recognized as 2017 Power Brokers by Risk […]

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Long-Term Care Leader ACSIA Partners Raises $15,220 to Help ‘Kill the Wicked Witch of Alzheimer’s’

SEATTLE, Wash., Feb. 23, 2017 (SEND2PRESS NEWSWIRE) — A colorful event brightened a long-term care convention on January 14 at the Sheraton Seattle Hotel. Over 100 participants wore purple capes as “wizards” to help “kill the wicked witch of Alzheimer’s,” the mind-robbing disease that afflicts millions. Their company, ACSIA Partners, is one of America’s largest […]

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Qualia Achieves SOC 2 Information Security Certification

SAN FRANCISCO, Calif., Feb. 22, 2017 (SEND2PRESS NEWSWIRE) — Qualia, the fastest growing provider of title settlement software, announced that it has earned the American Institute of Certified Public Accountants’ (AICPA’s) Service Organization Control 2 (SOC 2) certification after completing an independent audit process with a third-party certified public accounting (CPA) firm.

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ReverseVision’s Jeff Birdsell Named to MPA Hot 100 for Advancing Reverse Mortgage Industry

SAN DIEGO, Calif., Feb. 16, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Vice President of Professional Services Jeff Birdsell, CMB, has been selected as one of Mortgage Professional America (MPA) magazine’s 2017 Hot 100. Birdsell was recognized for his significant contributions to […]

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IDS Updates Borrower Data Collection Fields, Supports MISMO v 3.4 for HMDA Compliance

SALT LAKE CITY, Utah, Feb. 16, 2017 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has updated its flagship mortgage doc prep platform idsDoc to include new borrower data collection fields that support compliance with the 2018 changes to Home Mortgage Disclosure Act (HMDA) reporting.

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EPIC’s Thomas E. O’Neil Returns to New York as President of EPIC’s Northeast Region

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 16, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Thomas E. O’Neil has been appointed Northeast Region President, relocating to New York City from EPIC’s headquarters in San Francisco.

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Quandis Integrates its Court Case Search Solution, QCC, with KMCIS’ CaseAware Case Management System

GRAPEVINE, Texas, Feb. 15, 2017 (SEND2PRESS NEWSWIRE) — MBA National Mortgage Servicing Conference & Exposition – Quandis, Inc., a leading default management mortgage technology provider, announced at the MBA’s yearly servicing conference being held at the Gaylord Texas Hotel that it has seamlessly integrated its court case search solution, dubbed Quandis Court Connect (QCC), with […]

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Chris Kiley Joins Wholesale Trading in San Francisco

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 15, 2017 (SEND2PRESS NEWSWIRE) — Wholesale Trading Insurance Services, LLC (WTIS) announced today that industry veteran Chris Kiley has joined the firm as Managing Director/Property Broker. WTIS is a privately-held wholesale insurance broker created and managed by industry veterans whose goal is to better align the business […]

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ARMCO Adds New Capabilities to its ACES Audit Technology, Empowering Organizations to Swiftly Adhere to Changing Servicing Compliance Rules

GRAPEVINE, Texas, Feb. 14, 2017 (SEND2PRESS NEWSWIRE) — MBA National Mortgage Servicing Conference & Exposition – ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced at the MBA’s annual servicing conference being held at the Gaylord Texan Hotel, that it has added to and enhanced business user-friendly configuration functionality […]

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Simplifile E-recording Network Gains 43 New Counties in South, Midwest

PROVO, Utah, Feb. 9, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced it has added 43 counties and parishes across the Southern and Midwestern United States to its e-recording network. All of the counties, which span 18 states, joined Simplifile’s […]

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EPIC’s Bill Cosgrove to Lead Panel Discussion at Advisen’s Cyber Risk Insights Conference

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 9, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Bill Cosgrove, Managing Principal & Practice Leader, EPIC Financial Risk Solutions, will moderate a panel on Small and Medium Enterprise (SME) exposures at Advisen’s […]

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Qualia Partners with Stewart to Enhance Title Agent Experience

SAN FRANCISCO, Calif., Feb. 8, 2017 (SEND2PRESS NEWSWIRE) — Qualia, the fastest growing provider of title settlement software, announced it has completed an integration with Stewart, a leading provider of title insurance. Through the integration with Stewart Access, title agents will be able to obtain Stewart rate information, create title policy jackets and issue Closing […]

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Global DMS and OpenClose Jointly Announce Integration of Their Platforms

LANSDALE, Pa. and WEST PALM BEACH, Fla., Feb. 7, 2017 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of cloud-based compliant valuation management solutions, and OpenClose, a comprehensive mortgage software solutions provider, jointly announced that they completed a seamless, bi-directional interface between Global DMS’ eTrac Enterprise valuation management platform and OpenClose’s LenderAssist(TM) loan origination system […]

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EPIC adds Doug Bull to Construction and Design Solutions Practice in San Francisco

SAN FRANCISCO, Calif., Feb. 7, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that risk management and insurance professional Doug Bull has joined the firm’s Construction and Design Solutions team in San Francisco as a vice president.

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Taxpayers Ask Tax Pros to Bid to Solve Their IRS Problems

CORAL SPRINGS, Fla., Feb. 7, 2017 (SEND2PRESS NEWSWIRE) — It’s a common problem. In fact, approximately 13 million taxpayers are haunted by IRS issues that they want to solve, but are too bombarded with information to know where to turn. In short, they’re overwhelmed. FeeAuction.com helps to alleviate that stress. It’s a user-friendly website and […]

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Bank of Southern California NA Announces Promotion of Tony DiVita to Chief Banking Officer

SAN DIEGO, Calif., Feb. 3, 2017 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that Tony DiVita has been promoted to the role of Executive Vice President, Chief Banking Officer. In his expanded role, he will continue to oversee new business origination and customer retention efforts, the Small Business […]

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EPIC Strengthens Southern California Benefits Team with the Acquisition of Benefit Compass

SAN FRANCISCO, Calif. and IRVINE, Calif., Feb. 2, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property & casualty insurance brokerage and employee benefits consultant, announced today it has acquired Benefit Compass Insurance Services, LLC, a specialist in employee benefits brokerage and consulting services.

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EPIC Adds Bill Bergstrom as Vice President and Program Leader of Golf Insurance Services

SAN FRANCISCO, Calif. and SACRAMENTO, Calif., Feb. 1, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property & casualty brokerage and employee benefits consultant, announced today that Bill Bergstrom has joined the firm to lead the operations and growth initiatives of its Golf Insurance Services Program, which has provided insurance and risk […]

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OpenClose’s Multi-Channel LOS and Correspondent Platform Fuels Record Company Growth

WEST PALM BEACH, Fla., Jan. 31, 2017 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class loan origination system (LOS) provider, reports that it is experiencing the highest level of growth in company history. The company attributes the bulk of its growth to an increasing demand for its comprehensive LenderAssist(TM) LOS that has true multi-channel capability along with […]

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EPIC Insurance Brokers Adds Christopher J. Giuditta as Vice President in the Northeast

SAN FRANCISCO, Calif. and STAMFORD, Conn., Jan 30, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Christopher J. Giuditta has joined the firm as a vice president. Giuditta will focus on the cultivation and development of new revenue opportunities throughout EPIC’s Northeast […]

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Dominic Iannitti Named to HousingWire’s 2016 Vanguard Award List for Major Industry Contributions

TORRANCE, Calif., Jan. 27, 2017 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that president and CEO, Dominic Iannitti, was honored by HousingWire with its 2016 Vanguard Award, which recognizes top mortgage executives for professional accomplishments and for their positive impact on the […]

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Mortgage Capital Trading’s COO Phil Rasori to Speak on Secondary Marketing Panel at Independent Mortgage Bankers Conference

PALM SPRINGS, Calif., Jan. 24, 2017 (SEND2PRESS NEWSWIRE) — Independent Mortgage Bankers Conference (IMBC) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that its COO, Philip Rasori, will speak on a panel session on the subject of investor base optimization.

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Qualia Adds Industry-First Custom Reporting to Title Settlement System

SAN FRANCISCO, Calif., Jan. 24, 2017 (SEND2PRESS NEWSWIRE) — Qualia, the fastest growing provider of title settlement software, announced the release of its advanced reporting module. The reporting feature equips title and closing professionals with an easy-to-use and customizable tool to analyze revenue sources, business relationships and operational efficiency.

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Simplifile Clocks 11.9 Million E-recording Transactions in 2016, Sets Sights on Settlement Innovation in 2017

PROVO, Utah, Jan. 24, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced its strategic priorities for 2017 along with year-end data summarizing the organization’s last 12 months of growth. Following steady adoption of its e-recording platform by county recording […]

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OpenClose and MCT Complete New Integration to Optimize Loan Hedge Positions for Lenders

PALM SPRINGS, Calif., Jan. 23, 2017 (SEND2PRESS NEWSWIRE) — Independent Mortgage Bankers Conference – OpenClose(R) an enterprise-class, multi-channel loan origination system (LOS) provider, and Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, jointly announced they developed an integration that eliminates manual intervention and streamlines the delivery of loan […]

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Senior Business Leader and Consultant Duane Dennis Joins EPIC in Southern California

LOS ANGELES, Calif., Jan. 23, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Duane Dennis has joined the firm as a senior consultant and principal in the firm’s Southern California Employee Benefits Consulting Practice.

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EPIC Now Ranked No. 26 Among the World’s Largest Commercial Insurance Brokers

SAN FRANCISCO, Calif., Jan. 20, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been ranked #26 among the world’s top insurance brokers in Finaccord’s “Global Insurance Broking: A Strategic Review of the World’s Top 150 Commercial Non-Life Insurance Brokers.”

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ReverseVision Names Kelly Kelleher Director of Corporate Marketing and Events

SAN DIEGO, Calif., Jan. 19, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc., the leading provider of software and technology for the reverse mortgage industry, today announced the promotion of Kelly Kelleher to the role of director of corporate marketing and events. In her new role, Kelleher will refine ReverseVision’s brand identity to ensure it resonates with […]

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Simplifile Integrates Collaboration, Post Closing Services with LendingQB

PROVO, Utah, Jan. 18, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document and data collaboration and recording technologies for lenders, settlement agents, and counties, today announced the integration of its Collaboration and Post Closing services with LendingQB, a provider of 100 percent web browser-based, end-to-end mortgage loan origination software.

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Maria Chambers, IACCP, Promoted to Chief Compliance Officer at Klingenstein Fields Wealth Advisors

NEW YORK, N.Y., Jan. 18, 2017 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with more than $3 billion in assets under management, is pleased to announce that Maria Chambers, Vice President, has been promoted to Chief Compliance Officer at the firm. Ms. Chambers’ responsibilities include administering KFWA’s compliance program, […]

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National Mortgage Professional Magazine Names MCT’s Chris Anderson to its 2016 Top 40 Under 40 List

SAN DIEGO, Calif., Jan. 18, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), an industry leading hedge advisory firm and developer of MCTlive!(TM), the award-winning secondary marketing software suite, announced that its chief administrative officer, Chris Anderson, has been honored by National Mortgage Professional (NMP) magazine’s 2016 on its “Top 40 Most Influential Mortgage […]

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EPIC’s Rosemary Manning Hughes to Present at ISCEBS 2017 Health and Welfare Compliance Update

SAN FRANCISCO, Calif., Jan. 18, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that senior consultant and principal Rosemary Manning Hughes will present at the 2017 Health & Welfare Compliance Update put on by the New York Metro Area Chapter of the […]

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Altavera to Expand Operations Following Record Demand for Its Outsourced Mortgage Services in 2016

DENVER, Colo., Jan. 17, 2017 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), a leading provider of outsourced residential mortgage origination services, today announced its plans for expansion in 2017 along with highlights from the company’s last 12 months of growth. The firm was acquired by Australian financial services company Computershare Limited (ASX:CPU) in May.

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EPIC Insurance to Speak at Cap-Intro West Conference

SAN FRANCISCO, Calif., Jan. 13, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that its Managing Principal & Practice Leader – Financial Risk Solutions, Bill Cosgrove will speak at the Cap-Intro West Conference on January 19 at the Hyatt Regency in San […]

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EPIC adds Timothy B. Ward to Risk Solutions Practice

SAN FRANCISCO, Calif. and STAMFORD, Conn., Jan. 12, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that casualty risk management professional Timothy Ward has joined the firm’s Stamford, Connecticut-based EPIC Risk Solutions Practice as a Principal and Casualty Practice Leader.

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Freedom Mortgage Wholesale Division Now Using Simplifile Collaboration Service

PROVO, Utah, Jan. 10, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Freedom Mortgage has begun using the Simplifile Collaboration service in its wholesale division to quickly and easily exchange data with its settlement partners.

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EPIC Adds Melissa Delaney as Senior Vice President – Private Client Solutions

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Jan. 9, 2017 (SEND2PRESS NEWSWIRE)– EPIC Insurance Brokers & Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Melissa Delaney has joined the firm as a senior vice president in their Private Client Solutions Specialty Group. Delaney will be responsible for client relations, management […]

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Four New Counties Adopt Simplifile as Wyoming Authorizes E-recording Statewide

PROVO, Utah, Jan. 5, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that four new Wyoming counties have joined Simplifile’s e-recording network following the January 1 passage of a law authorizing e-recording statewide.

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Nonprofit Forum 2017 Dates and Agenda Announced by Financial Technologies & Management

INDIANAPOLIS, Ind., Dec. 20, 2016 (SEND2PRESS NEWSWIRE) — Financial Technologies & Management (FTM) has released the dates and agenda for 2017 Nonprofit Forum monthly online event for nonprofit organizations. Jim Simpson, CPA will host each forum. Mr. Simpson is a nonprofit financial leader and trainer, CFO, Controller, and software advisor for over 25 years.

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EPIC Insurance Recognized for a Seventh Time as a Best Place to Work in the Insurance Industry

SAN FRANCISCO, Calif., Dec 19, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been recognized by their team members nationally as one of the “Best Places to Work in Insurance” in a survey conducted annually by Business Insurance Magazine and co-sponsor Best Companies […]

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