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 […]
Tag Archives | Finance
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. […]
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.
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.
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 […]
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 […]
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 […]
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.
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.
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 […]
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 […]
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 […]
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.
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.
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 […]
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 […]
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.”
Simplifile Adds 21 Southern Jurisdictions to E-Recording Network
PROVO, Utah, June 27, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, has extended its industry-leading e-recording network to include 21 additional recording jurisdictions across the southern United States.
Guaranteed Rate Adopts Automated Asset Verification from AccountChek by FormFree, Reduces Time to Close By Up to 10 Days
ATLANTA, Ga., June 27, 2017 (SEND2PRESS NEWSWIRE) — FormFree(R) today announced that Guaranteed Rate, Inc. (“Guaranteed Rate”), one of the nation’s largest independent retail mortgage companies, has selected AccountChek(R) by FormFree for automated asset verification.
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 […]
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 […]
Introducing Luma Wealth Advisors – Understanding Women’s Wealth Needs
CLEVELAND, Ohio, June 26, 2017 (SEND2PRESS NEWSWIRE) — Is there a benefit to having a financial advisor focused on women? For many women, the answer is probably “yes” and the recently launched Luma Wealth Advisors is ready to meet their planning needs.
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.
Jake Seid, Real Estate Industry Veteran Joins Qualia Advisory Board
SAN FRANCISCO, Calif., June 22, 2017 (SEND2PRESS NEWSWIRE) — Qualia today announced that Jake Seid will join the company’s board of advisors. In addition to his time as president of Ten-X (formerly known as Auction.com) and Managing Director at Lightspeed Venture Partners, Seid is an investor and advisor to a myriad of companies touching the […]
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.
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.
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 […]
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 […]
Most Americans Aren’t Going for Long-Term Care Insurance, ‘But They Will, Where They Work,’ says James Dettman of ACSIA Partners
KIRKLAND, Wash., June 19, 2017 (SEND2PRESS NEWSWIRE) — James Dettman, a veteran of the insurance and employee benefits industries, has joined ACSIA Partners, one of America’s largest long-term care insurance agencies. He will serve as one of four Worksite Sales Directors.
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 […]
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 […]
The Mortgage Collaborative Partners with MQMR to Provide Its Members with Risk Management and Compliance Services
SAN DIEGO, Calif., June 13, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, today announced a strategic partnership with Mortgage Quality Management and Research, LLC (“MQMR”), a national leader in risk management and compliance services.
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.
Mortgage Automation Pioneer Hires Veteran Tech Entrepreneur Michael Schreck as CEO
IRVINE, Calif., June 13, 2017 (SEND2PRESS NEWSWIRE) — Cloudvirga(SM), developer of next-generation loan officer and direct-to-consumer point-of-sale (POS) systems, has named Michael Schreck its chief executive officer. He succeeds cloudvirga co-founder Bill Dallas, who will continue as chairman of cloudvirga’s board of directors.
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 […]
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 […]
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.
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 […]
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 […]
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/ […]
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. […]
TRID and Loan Package Documentation Defects Comprise Over 68 Percent of Reported Defects
POMPANO BEACH, Fla., June 6, 2017 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced it has released the ARMCO Mortgage QC Industry Trends Report for the fourth quarter of 2016 and calendar year 2016.
Kiel Mortgage Selects ReverseVision RVX Loan Origination Software to Support Expansion of Its HECM Division
SAN DIEGO, Calif., June 6, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Kiel Mortgage has chosen RV Exchange (RVX) loan origination software (LOS) to power its home-equity conversion mortgage (HECM) division.
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, […]
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 […]
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 […]
DocMagic’s SmartCLOSE and Total eClose Solutions Receive ALTA ‘Elite Provider’ Designation
TORRANCE, Calif., June 2, 2017 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the mortgage industry’s leading provider of document production, automated compliance and comprehensive eMortgage services, announced that it has been accepted into the Elite Provider Program for American Land Home Title Association (ALTA).
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 […]
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 […]
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 […]
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) […]
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 […]
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.
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 […]
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 […]
Simplifile Adds 14 Counties in American Northeast to Its E-Recording Network
PROVO, Utah, May 24, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, has added more than a dozen new recording jurisdictions in five states across the American Northeast to its e-recording network, the nation’s largest.
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.
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 […]
EPIC Insurance adds Broker/Producer Nick Pedisich
SAN FRANCISCO and CONCORD, Calif., May 22, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Nick Pedisich has joined the firm as a Transportation Industry-focused insurance broker/producer.
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 […]
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 […]
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 […]
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.
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.
William Reyes Joins Wholesale Trading Insurance Services in San Francisco
SAN FRANCISCO, Calif., May 15, 2017 (SEND2PRESS NEWSWIRE) — Wholesale Trading Insurance Services, LLC (WTIS) announced today that industry veteran William Reyes has joined the firm as Director/Casualty Broker in Laguna Niguel, Calif.; he will work in conjunction with the firm’s principal office in San Francisco.
The Mortgage Collaborative Welcomes LaNette Holley as Director of Strategic Initiatives
SAN DIEGO, Calif., May 9, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, announced the hiring of LaNette Holley as their Director of Strategic Initiatives. Holley comes to The Mortgage Collaborative with over 25 years of experience in the area of mortgage lending.
DocMagic and BeSmartee Integrate, Creating a Fast, Fully Digital Application Process for Borrowers
TORRANCE, Calif., May 9, 2017 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the mortgage industry’s leading provider of document production, automated compliance and comprehensive eMortgage services, announced that it completed an integration with BeSmartee, a leader in mortgage automation technology.
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 […]
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” […]
New Legislation Enables Massachusetts Jurisdictions to Electronically Record Land Court Documents
PROVO, Utah, April 27, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced that it is now electronically recording Land Court documents in the Commonwealth of Massachusetts for the first time.
Mid America Mortgage Purchases $2.7 Billion in Mortgage Servicing Rights
ADDISON, Texas, April 27, 2017 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today it has acquired the mortgage servicing rights (MSRs) for $2.7 billion in government loans. The portfolio includes a number of delinquent VA- and FHA-insured loans.
Jim Paul Joins Bank of Southern California N.A.
SAN DIEGO, Calif., April 27, 2017 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that Jim Paul has joined the Bank as Vice President, Business Banking at the Del Mar Corporate office. He will primarily focus on building new client relationships for the bank.
Recently Formed Ventana Home Mortgage, LLC Partners with OpenClose to Help Launch its New Mortgage Conduit Business
WEST PALM BEACH, Fla., April 27, 2017 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class, multi-channel loan origination system (LOS) and mortgage software solutions provider, announced that Ventana Home Mortgage, LLC a residential mortgage conduit aggregator with a focus on the non-QM market, has signed with the company to utilize its OC Correspondent(TM) module. The web-based, turnkey […]
Simplifile Hires Toni Carroll as National Settlement Account Manager
PROVO, Utah, April 26, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced it has hired title and settlement industry veteran Toni Carroll as national settlement account manager. In this position, Carroll will maintain and improve Simplifile’s settlement software vendor relationships […]
Mortgage Capital Trading Adds Cara Krause to its Growing Sales Team
SAN DIEGO, Calif., April 26, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that Cara Krause has joined the company as regional sales director. Ms. Krause will handle business development efforts and client management for new lender clients in the Northeast region of […]
ARMCO’s Web-based ACES Audit Technology Brings New Efficiencies to The Barrent Group’s Mortgage Quality Assurance Offering
POMPANO BEACH, Fla., April 25, 2017 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced that its ACES (Automated Compliance and Evaluation System) Audit Technology has streamlined quality control (QC) loan reviews for The Barrent Group, a rapidly growing provider of outsourced loan quality assurance reviews […]
The Mortgage Collaborative Partners with Blend to Enhance the Mortgage Experience with Digital, Automated Platform
SAN DIEGO, Calif., April 25, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, today announced a partnership with Blend, a Silicon Valley technology company bringing mortgages into the modern age, to deliver a digital mortgage experience that is fast, simple and secure to its network of small, mid-sized, and community-based […]
Texas Capital Bank Implements DocMagic’s Total eClose Solution for eWarehouse Lending
TORRANCE, Calif., April 21, 2017 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that Texas Capital Bank has implemented its Total eClose(TM) solution. This implementation enables the bank to function as an eWarehouse lender. They can now accept and fund eNotes from its […]
The Mortgage Collaborative President and Vice Chairman David G. Kittle Issues Statement Supporting Mortgage Bankers Association GSE Reform Proposal
SAN DIEGO, Calif., April 20, 2017 (SEND2PRESS NEWSWIRE) — On behalf of its network of lenders, David G. Kittle, CMB, president and vice chairman, The Mortgage Collaborative, has issued the following statement on the Mortgage Bankers Association’s (MBA) release of its GSE Reform proposal, “GSE Reform: Creating a Sustainable, More Vibrant Secondary Mortgage Market”:
ReverseVision Expands RV University (RVU) with 3-Day Live Training Course that Accelerates Reverse Mortgage Loan Originator Success
SAN DIEGO, Calif., April 20, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced the expansion of its RV University (RVU) education and training program with the addition of a three-day Accelerated Loan Originator Training course available live each month at ReverseVision’s San Diego training […]
PRMI Improves Mortgage QC Audit Efficiency Using Insight RDM from TRK Connection
SALT LAKE CITY, Utah, April 18, 2017 (SEND2PRESS NEWSWIRE) — TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced that Salt Lake City-based Primary Residential Mortgage, Inc. (PRMI) has experienced significant improvement in the efficiency of its mortgage quality control (QC) auditing process. PRMI was the first mortgage lender to […]
Greyling’s Gregg Bundschuh and Kent Collier to present at April 2017 Risk Management Conferences
WASHINGTON, D.C., April 18, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that managing principal Gregg Bundschuh and client executive and professional services risk consultant Kent Collier of Greyling Insurance Brokerage – a Division of EPIC, are among the featured risk management […]
Be Alert for a Job Offer You Can’t Refuse: ‘Unpaid Caregiver,’ Warns Long-Term Care Leader ACSIA Partners
KIRKLAND, Wash., April 18, 2017 (SEND2PRESS NEWSWIRE) — “America faces a senior health crisis that is also an employment crisis,” says Denise Gott, CEO of ACSIA Partners, one of the nation’s largest long-term care insurance agencies. In most U.S. households an out-of-the-blue “job offer” will suddenly appear.
PCLender and Mortgage Capital Trading Integrate Solutions and Services
SAN DIEGO, Calif., April 17, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that it has completed an integration between its secondary marketing solution and PCLender’s loan origination system (LOS). The integration seamlessly transmits critical hedge pipeline data, saving time and enhancing information […]
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 […]
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 […]
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 […]
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.
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, […]
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.
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 […]
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.
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 & […]
Melyn Acasio Joins Bank of Southern California, N.A.
SAN DIEGO, Calif., April 4, 2017 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that Melyn Acasio has joined the Bank as Vice President, Client Relationship Manager at the Del Mar Corporate office. She will primarily focus on building new client relationships for the bank.
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.
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 […]
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 […]
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 […]
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 […]
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.