SAN DIEGO, Calif., Jan. 17, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision Inc., the leading provider of software and technology for the reverse mortgage industry, has teamed up with the San Diego Food Bank to help local residents in need. The Jacobs & Cushman San Diego Food Bank is the largest hunger-relief organization in San Diego County.
Tag Archives | Finance
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.
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 […]
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.
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.
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 […]
Mortgage Banking Expert Rob Chrisman to Address Special Session at RV UserCon 2017
SAN DIEGO, Calif., Jan. 5, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that mortgage industry expert Rob Chrisman will address attendees of RV UserCon 2017 as a special session speaker on February 9 in San Diego.
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.
Bank of Southern California Completes $7 Million Capital Offering and Announces New Board of Directors
SAN DIEGO, Calif., Jan. 4, 2017 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that it has completed a capital raise of $7 million through a stock purchase agreement of the Bank’s common stock with Castle Creek Capital, based in Rancho Santa Fe, California.
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.
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 […]
Maxwell Financial Labs Announces $1.95M in Funding to Reinvent Mortgage Experience
DENVER, Colo., Dec. 14, 2016 (SEND2PRESS NEWSWIRE) — Maxwell Financial Labs, Inc. announced today it had secured $1.95M in funding, with anchor investors MATH Venture Partners, Techstars Ventures, Zelkova Ventures and Sovereign’s Capital. The funding follows on the heels of Maxwell’s commercial launch on August 16.
Newly Launched Appraiser Dashboard Shortens Appraisal Turnaround Times for Lenders, AMCs, and Appraisers
SEATTLE, Wash., Dec. 13, 2016 (SEND2PRESS NEWSWIRE) — Appraiser Dashboard, a provider appraisal technology, has announced the launch of its namesake appraisal workflow and networking technology. Appraiser Dashboard is the industry’s first appraiser-facing technology that automatically informs AMCs (appraisal management companies) and lenders each time the appraiser user takes action in the appraisal process.
NRMLA Adds ReverseVision President and CEO John Button to Board of Directors
SAN DIEGO, Calif., Dec. 13, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that its president and CEO, John Button, has joined the board of directors for the National Reverse Mortgage Lenders Association (NRMLA).
JenCap Acquires NIF Group
NEW YORK, N.Y., Dec. 7, 2016 (SEND2PRESS NEWSWIRE) — JenCap Holdings LLC announced today that it has agreed to acquire privately held NIF Group, Inc. (NIF), a managing general agency, program administrator and wholesale insurance broker based in Manhasset, New York, with six offices located on the east and west coasts of the United Sates.
Big Christmas? New Book, ‘Axe the Taxes’ Will Pay For It!
RIVERSIDE, Calif., Dec. 7, 2016 (SEND2PRESS NEWSWIRE) — Marvin Lee Robey announces the release of his latest book, “Axe the Taxes.” Mr. Robey says “Axe the Taxes” is based on Supreme Court cases dealing with taxes and quotes those Supreme Court rulings.
Credit Unions Increase Use of Outsourced Mortgage Services by 30 Percent in Q3, According to Altavera Mortgage Services
DENVER, Colo., Dec. 7, 2016 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), a leading provider of SAFE Act-compliant outsourced residential mortgage origination services, reported a 30 percent increase in credit union demand for its outsourced mortgage origination services in the third quarter of 2016 compared with the previous quarter.
rateOne Home Loans, A Division of Finance of America Mortgage, Opens Branch Office in San Clemente
LOS ANGELES, Calif., Dec. 5, 2016 (SEND2PRESS NEWSWIRE) — Finance of America Mortgage, a national, full service mortgage banker, is pleased to announce that Jeana Ziroli Kobielsky has opened rateOne Home Loans, a division of Finance of America Mortgage in San Clemente, Calif. Orange County native, Jeana Ziroli Kobielsky, will serve as Branch Manager and will […]
Protector Holdings Acquires Big Savings Insurance Agency
SAN FRANCISCO, Calif., Dec. 5, 2016 (SEND2PRESS NEWSWIRE) — Protector Holdings, a joint venture of EPIC Insurance Brokers & Consultants and Dowling Capital Partners, announced today the acquisition of Big Savings Insurance Services, the firm’s largest acquisition to date. Headquartered in Sacramento, California, Big Savings specializes in providing insurance services to Hispanic consumers; writing auto […]
Nationwide Appraisal Network Hires Monica Bankus as VP of Operations, and Establishes a New Platinum Standard for Customer Experience
OLDSMAR, Fla., Dec. 1, 2016 (SEND2PRESS NEWSWIRE) — Nationwide Appraisal Network (NAN), an innovative, women-owned, industry-leading appraisal management company with true national coverage, announced today that Monica Bankus has joined the company and will serve as VP of Operations. In that role, she will lead a team that will employ proprietary, groundbreaking technology, enhanced workflow […]
TRID Defects Down Slightly in Q2 2016 ARMCO Mortgage QC Industry Trends Report
POMPANO BEACH, Fla., Dec. 1, 2016 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced it has released its ARMCO Mortgage QC Industry Trends report, covering the second quarter of 2016. Using the Fannie Mae loan defect taxonomy, the report details the analysis of post-closing quality […]
Washington Student Achievement Council Selects Regent Education to Automate its WASFA Process for DREAMers
FREDERICK, Md., Nov. 30, 2016 (SEND2PRESS NEWSWIRE) — The Washington Student Achievement Council (WSAC) has selected Regent Education’s Electronic Application for State Financial Aid (e-ASFA) to automate its Washington Application for State Financial Aid (WASFA) process for all participating schools within the state of Washington. For students who are ineligible for federal financial aid due […]
Total eClose Enables Industry’s First Completely Paperless Digital Closing – Start to Finish
TORRANCE, Calif., Nov. 29, 2016 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that it has successfully completed the mortgage industry’s first comprehensive eClosing in Massachusetts, which included both lender and closing/settlement agent documentation, for radius financial group, inc.
Rate Reset Chooses AccountChek by FormFree for Automated Verification of Borrower Ability to Repay
ATLANTA, Ga., Nov. 29, 2016 (SEND2PRESS NEWSWIRE) — FormFree today announced that Rate Reset, the world leader in automated loan retention and acquisition software, has selected AccountChek(TM) by FormFree as its technology provider for automated asset verification. AccountChek helps financial institutions determine in just seconds the ability of customers to pay back loans, without the […]
MetaSource Promotes John Nixon to Chief Revenue Officer
SALT LAKE CITY, Utah, Nov. 29, 2016 (SEND2PRESS NEWSWIRE) — MetaSource, the leading provider of mortgage quality control (QC) compliance advisory and workflow automation solutions, announced it has promoted John Nixon to Chief Revenue Officer (CRO). In this new role, Nixon will be responsible for the alignment of all resources dedicated to demand creation for […]
Global DMS Launches ‘Global Delivery’ Solution to Automate Compliant Delivery of Hard Copy Appraisals to Borrowers
LANSDALE, Pa., Nov. 28, 2016 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of web-based compliant valuation management software, announced that it has launched Global Delivery(TM), an alternative to the traditional way appraisal documents are prepared, packaged and compliantly provided to borrowers by way of printed appraisals sent via U.S. mail. The result is near […]
EPIC Named Elite Agency for Second Year in a Row by Insurance Business America
SAN FRANCISCO, Calif., Nov. 22, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has been named a 2016 Elite Agency for the second year in a row by Insurance Business America, a publication that reports on the latest achievements in […]
The Mortgage Collaborative Appoints David G. Kittle, CMB, President
SAN DIEGO, Calif., Nov. 21, 2016 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the appointment of David G. Kittle, CMB as its President said John M. Robbins, CMB, the corporation’s Chairman.
Local Banker Luz Gonzalez Joins Bank of Southern California, N.A.
RANCHO MIRAGE, Calif., Nov. 16, 2016 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced today that Luz Gonzalez has joined the Company as Branch Sales Manager of its Rancho Mirage branch. Most recently, Ms. Gonzalez served the Coachella Valley community as a Deputy Sheriff for the Riverside County Sheriff’s […]
LIBERTY Dental Plan Selected to Participate in Covered California for Individual/Family Plans and for Small Businesses
IRVINE, Calif., Nov. 15, 2016 (SEND2PRESS NEWSWIRE) — LIBERTY Dental Plan is proud to announce its selection as a participating dental plan for the 2017 benefit year. LIBERTY will offer individual or family dental plans through Covered California this open enrollment period as well as coverage options for small businesses.
OpenClose Releases New Mobile and Online Tools for Borrowers with Enhancements to its ConsumerAssist Solution
WEST PALM BEACH, Fla., Nov. 15, 2016 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class, multi-channel loan origination system (LOS) provider, announced that it has redesigned and added new features to its borrower-facing ConsumerAssist(TM) solution to deliver exceptional online and mobile point-of-sale tools.
Short Range Wireless Technologies Create New Markets
NEW YORK, N.Y., Nov. 15, 2016 (SEND2PRESS NEWSWIRE) — According to a new study by Thintri, Inc., an array of short range wireless (SRW) technologies is about to remake a range of markets with inexpensive, easy to use products available to nearly every consumer or business. The report, “Market Opportunities in Short Range Wireless,” explores […]
Enhancements to Mortgage Capital Trading’s Industry-Leading Best Execution Services Extends Market Share
SAN DIEGO, Calif., Nov. 14, 2016 (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 it has added a number of new features to its best execution service offering. The enhancements outpace existing competitor offerings and position MCT […]
Ascende – an EPIC Company Expands Southwest Leadership Team and Welcomes New International Benefits Leader
HOUSTON, Texas, Nov. 11, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Ascende – an EPIC Company has promoted Mary Parker and Dina Flavin to managing principals, joining Steve Goulet and Suzanne McGarey as strategic leaders of Ascende’s Health & Welfare […]
Guild Mortgage Selects AccountChek by FormFree for Automated, GSE-Compliant Verification of Borrower Ability to Repay
ATLANTA, Ga., Nov. 10, 2016 (SEND2PRESS NEWSWIRE) — FormFree, a provider of automated verification software, today announced that Guild Mortgage (Guild) has selected AccountChek(TM) by FormFree as its partner for automated borrower asset review and decision support. AccountChek eliminates the hassle of collecting bank statements and other asset documents for loans by empowering borrowers to […]
iFOS Awarded Multi-Year Travel Management Support Services Contract by National Credit Union Administration
COLUMBIA, Md., Nov. 8, 2016 (SEND2PRESS NEWSWIRE) — Intelligent Fiscal Optimal Solutions(R) (iFOS) received a contract award under its General Services Administration (GSA) Professional Support Services (PSS) Schedule GS-23F-0102X to provide Travel Management Support Services for the National Credit Union Administration (NCUA). The contract award is for a base period with five (5) option years.
PitBullTax Software to Unveil Stand-Alone Transcripts Delivery and Reporting Product
CORAL SPRINGS, Fla., Oct. 26, 2016 (SEND2PRESS NEWSWIRE) — PitBullTax Software, the industry leader in IRS Tax Resolution software, is excited to announce that it’s unveiling a new flagship product – PitBullTax Transcripts – a stand-alone IRS Transcripts Delivery and Reporting software. The product will launch at the National Conference of Bankruptcy Judges in San […]
AccountChek by FormFree Named Asset Verification ‘Designated Vendor’ for Fannie Mae DU Validation Service
ATLANTA, Ga., Oct. 24, 2016 (SEND2PRESS NEWSWIRE) — FormFree Holdings Corp. (FormFree), a provider of automated verification software, today announced it is the first ‘designated vendor’ for asset verification through the Fannie Mae Desktop Underwriter(R) (DU(R)) Validation Service, a component of Fannie’s Day 1 Certainty(TM) initiative.
Simplifile Reports Continued Expansion of E-Recording Infrastructure, Electronic Document Submission in Q3 2016
PROVO, Utah, Oct. 24, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today released quarterly figures summarizing the organization’s activities and achievements from July through September 2016.
Seven South Dakota Counties Adopt Simplifile as State Authorizes E-Recording for the First Time
PROVO, Utah, Oct. 20, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced it will begin electronically recording property records in seven South Dakota counties for the first time. Simplifile’s announcement follows a recent decision by the South Dakota State […]
The Mortgage Collaborative Adds 12 New Lender Members
SAN DIEGO, Calif., Oct. 18, 2016 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the nation’s only independent mortgage lending cooperative, recently added twelve new lenders to their national network of originating members, proclaimed The Collaborative’s EVP of National Sales & Strategic Alliances, Rich Swerbinsky.
Global DMS Integrates with LoanSafe Appraisal Manager from CoreLogic
LANSDALE, Pa., Oct. 18, 2016 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of web-based compliant valuation management software, announced that it has integrated its eTrac platform with LoanSafe(R) Appraisal Manager(TM) from CoreLogic to provide lenders, investors and AMCs with detailed analysis that ensures appraisal quality and accurately assesses the potential risk for a repurchase.
Lender Price Investor Glenn Stearns Appearing at 2016 Mortgage Bankers Association Annual Convention in Boston
PASADENA, Calif., Oct. 17, 2016 (SEND2PRESS NEWSWIRE) — Lender Price, the emerging leader in real-time, competitive mortgage analytics and product pricing and eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, today announced that its investor Glenn Stearns will appear at its 2016 MBA Annual Convention exhibit in Boston on October 23 […]
HousingWire Designates Chris Anderson of MCT to its Inaugural Insiders Award List
SAN DIEGO, Calif., Oct. 14, 2016 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), an industry leading hedge advisor and developer of MCTlive!(TM), the award-winning secondary marketing software suite, announced that its chief administrative officer, Chris Anderson, has been named to HousingWire’s inaugural Insider Awards list. The new list is designed to honor unsung heroes […]
Schmidt Mortgage Hires John Kulka to Oversee New Business Efforts
CLEVELAND, Ohio, Oct. 13, 2016 (SEND2PRESS NEWSWIRE) — Schmidt Mortgage Company (Schmidt) Executive Vice President Jeffrey Steed announced today the addition of John Kulka as manager of new business development. A 25-year mortgage industry veteran, Kulka brings considerable experience in cross-selling mortgage products across related industries, affinity marketing and retail mortgage lending.
The MReport Again Names Melanie Feliciano of DocMagic to its Leading Ladies List in Mortgage and Housing
TORRANCE, Calif., Oct. 13, 2016 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that its chief legal officer, Melanie Feliciano, Esq., has earned a spot on the MReport’s 2016 “Leading Ladies” in Mortgage and Housing list for the second year.
Bank of Southern California, N.A. Selects nCino to Improve Workflow Process
SAN DIEGO, Calif., Oct. 12, 2016 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced today that it has selected nCino’s Bank Operating System to automate the Bank’s lending and treasury management processes, enabling the bank to ultimately better serve its customers.
MetaSource Promotes Mary Kladde to SVP of Mortgage Services
SALT LAKE CITY, Utah, Oct. 11, 2016 (SEND2PRESS NEWSWIRE) — MetaSource, the leading provider of mortgage quality control (QC), risk management, and workflow automation solutions, announced it has promoted Mary Kladde to Senior Vice President of Mortgage Services. In this new role, Kladde will be responsible for the oversight and continued enhancement of MetaSource’s mortgage […]
Regent Education Announces Release 3.5, Latest Version of Regent 8 Provides Full Support for Prior-Prior Year and Significant Enhancements
FREDERICK, Md., Oct. 4, 2016 (SEND2PRESS NEWSWIRE) — Regent Education recently has enhanced the functionality of its Regent 8 Financial Aid Management Solution with the upgrade to Release 3.5. This release provides support for the 2017-2018 Prior-Prior Year (PPY) ISIR processing, development of select overrides and data view capabilities, and State fund application processing and […]
HousingWire Names Jody Collup to its Inaugural Insiders Award List
LANSDALE, Pa., Oct. 3, 2016 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of web-based compliant valuation management software, announced that HousingWire honored its vice president of marketing, Jody Collup, with the magazine’s inaugural Insiders Award. HousingWire created the new award to recognize unsung heroes who are the cornerstone of every great company, whether in […]
Lender Price Launches Real-Time, Competitive Analytics and Pricing Platform at 2016 MBA Annual Convention in Boston Oct. 23-26
PASADENA, Calif., Oct. 3, 2016 (SEND2PRESS NEWSWIRE) — Lender Price, the emerging leader in real-time, competitive mortgage analytics and product pricing & eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, today announced its upcoming launch at the 2016 MBA Annual Convention in Boston, October 23 – 26.
MetaSource Launches QReview for Mortgage Pre-Funding Quality Control
SALT LAKE CITY, Utah, Sept. 29, 2016 (SEND2PRESS NEWSWIRE) — MetaSource, the leading provider of mortgage quality control (QC) compliance advisory and workflow automation solutions, announced it has launched QReview, a web-based platform for pre-funding quality control (QC) audits. QReview is designed to streamline and automate pre-funding QC review for lenders who execute this function […]
OpenClose Adds Automated Rate Sheet Generator to its DecisionAssist™ PPE
WEST PALM BEACH, Fla., Sept. 29, 2016 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class, multi-channel loan origination system (LOS) provider, announced that it has added a rate sheet generator to its product and pricing engine (PPE), DecisionAssist(TM). The new functionality quickly and efficiently automates rate sheet creation for timely distribution to branches and originators.
Corporate Settlement Solutions Implements DocMagic’s Total eClose™ Solution
TORRANCE, Calif., Sept. 29, 2016 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that Corporate Settlement Solutions (CSS), a title and settlement services company, has successfully implemented DocMagic’s Total eClose(TM) solution. As a result, CSS can offer a completely new customer experience, gain a […]
ARMCO Empowers Smaller Mortgage Lenders to Automate their QC through ACESXPRESS
POMPANO BEACH, Fla., Sept. 27, 2016 (SEND2PRESS NEWSWIRE) — Leading web-based financial services quality control (QC) software provider ACES Risk Management (ARMCO) announced the release of ACESXPRESS(TM), an implementation and service package for the ACES Audit Technology platform designed specifically for small to mid-sized lenders.
Massey Consulting Part of Expert Panel to Review Revenue Recognition ASC 606 and IFRS 15 Changes
RALEIGH, N.C., Sept. 27, 2016 (SEND2PRESS NEWSWIRE) — Massey Consulting will be co-hosting an event, “ASC 606 – Ensure Your Growth By Being Compliant” in Research Triangle Park on Oct. 19, 2016. The morning event will focus on the upcoming accounting changes ASC 606 and IFRS 15 and will feature speakers from Hughes Pittman & […]
Bank of Southern California N.A. Announces $7 Million Capital Offering
SAN DIEGO, Calif., Sept. 27, 2016 (SEND2PRESS NEWSWIRE) — Bank of Southern California N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced today that it has signed a stock purchase agreement for a private placement of $7 million of the Bank’s common stock with Castle Creek Capital, based in Rancho Santa Fe, California. The transaction is anticipated […]
EPIC’s Wilson Long Selected for Elite Lloyd’s Broker Academy in London
BIRMINGHAM, Ala. and LONDON, U.K., Sept. 22, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Wilson Long of the firm’s Birmingham-based National Energy Construction Practice is one of only 35 young insurance and risk management professionals from the U.S. and Canada […]
EPIC’s Thompson Mackey Selected for Elite Lloyd’s Broker Academy in London
ATLANTA, Ga. and LONDON, U.K., Sept. 21, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Risk Management Consultant Thompson (Tom) Mackey is one of 35 young insurance and risk management professionals from the U.S. and Canada selected to participate in the […]
MCT Lands on Inc. 5000 List of America’s Fastest-Growing Private Companies for the Sixth Year in a Row
SAN DIEGO, Calif., Sept. 20, 2016 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leader in mortgage risk management providing pipeline hedging, best-execution loan sales and centralized lock desk services, announced that is has earned a spot on the Inc. 5000 list for the sixth straight year. MCT had a three-year growth rate of […]
Altavera Mortgage Services Selected as Capital Markets Cooperative Preferred Provider
DENVER, Colo., Sept. 19, 2016 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), the premier provider of third-party residential mortgage origination and closed loan review services, announced today that it has been named a preferred provider for Capital Markets Cooperative, LLC (CMC), a nationwide alliance of mortgage bankers.
To Protect More of Us, ACSIA Partners Adds Tools from OneAmerica® to Its Long-Term Care Solutions Arsenal
KIRKLAND, Wash., Sept. 19, 2016 (SEND2PRESS NEWSWIRE) — As the cost of long-term care (LTC) continues to rise, the ability to pay for it becomes more critical. But LTC protection is carried by only about 10 percent of those who could benefit from it, according to industry estimates. To serve a larger percentage, ACSIA Partners […]
Mid America Mortgage Adds Delinquent FHA-Insured Loans to Whole Loan Purchase Program
ADDISON, Texas, Sept. 8, 2016 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode today announced the firm will begin purchasing delinquent FHA loans as part of its whole loan purchase program. To be eligible for purchase, loans must have an active mortgage insurance certificate, and the original […]
Mortgage Capital Trading and Fannie Mae Form Strategic Collaboration for the Benefit of Mutual Clients
SAN DIEGO, Calif., Sept. 7, 2016 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), an industry leading hedge advisor and developer of MCTlive!(TM), the award-winning secondary marketing software suite, has entered into a strategic collaboration with Fannie Mae(R) to facilitate new technology deployment, collaborative planning, and better service to mutual clients.
Renowned Retirement Income Expert Jamie Hopkins Joins ReverseVision Board of Directors
SAN DIEGO, Calif., Sept. 6, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Jamie Hopkins, Esq., MBA, LLM, CLU(R), RICP(R), has joined its board of directors. A noted expert and frequent speaker on matters of financial planning and retirement income, Hopkins is also […]
ARMCO Releases Inaugural Mortgage QC Industry Trends Report
POMPANO BEACH, Fla., Sept. 6, 2016 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced it has released its ARMCO Mortgage QC Industry Trends report, covering the first quarter of 2016. Using the Fannie Mae loan defect taxonomy, the report details the analysis of post-closing quality […]
Pay for Long-Term Care Insurance with a Health Savings Account, ACSIA Partners Suggests
KIRKLAND, Wash., Aug. 29, 2016 (SEND2PRESS NEWSWIRE) — Many Americans realize they need long-term care insurance, but balk at the premiums. “Now there’s an easy way to pay,” says Denise Gott, CEO of ACSIA Partners. “Just use some of the money that’s already in your Health Savings Account.”
Mortgage Financial Services Chooses AccountChek by FormFree to Expedite the Home Loan Process Through Automated Account Verification
ATLANTA, Ga., Aug. 25, 2016 (SEND2PRESS NEWSWIRE) — FormFree Holdings Holdings Corp. (FormFree), a provider of automated verification software, today announced that Mortgage Financial Services has selected AccountChek(TM) to automate borrower asset review for an easier, faster home loan application process.
Mid America Mortgage to Purchase eNotes through Its Correspondent Channel
ADDISON, Texas, Aug. 25, 2016 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode today announced it will purchase eNotes for loans closed electronically from approved sellers through its correspondent lending channel.
ReverseVision Integrates with Informative Research to Expand Credit Report Options for RV Exchange (RVX) LOS Users
SAN DIEGO, Calif., Aug. 23, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, announced it has completed its integration with Informative Research, one of the nation’s oldest and largest credit reporting agencies. The integration makes it faster and easier for users of RV Exchange (RVX) loan […]
Simplifile Expands E-recording Network to Another 9 Southeast Counties, 14 Midwest Counties
PROVO, Utah, Aug. 23, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced it has added nine Southeast county recording offices and 14 Midwest county recording offices to its e-recording network. The new counties are located in Georgia, Florida, Illinois, Michigan, […]
ARMCO Hires Mortgage Industry Veteran Dan Thoms as Chief Revenue Officer
POMPANO BEACH, Fla., Aug. 16, 2016 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced it has hired Dan Thoms as Chief Revenue Officer. Thoms possesses a deep background in the mortgage industry, having served in executive capacities for almost 20 years.
ReverseVision Celebrates Major Upgrades to ReverseVision Sales Accelerator (RVSA) Reverse Mortgage Origination Tool with ‘Closed-Loan Challenge’
SAN DIEGO, Calif., July 7, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision today announced the release of key updates to ReverseVision Sales Accelerator (RVSA), a web-based loan origination tool specifically designed to assist loan officers with the sale of reverse mortgages. ReverseVision will celebrate the release with a “Closed-Loan Challenge” for loan officers who convert RVSA contacts […]
Simplifile Staffs Up to Support Mortgage Lender Initiatives
PROVO, Utah, June 28, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leader in electronic document and data workflow technology for lenders, settlement agents and counties, announced it has made several new hires in order to better support its mortgage lending clients and product lines.
The Mortgage Collaborative Reaches $100B Origination Milestone
SAN DIEGO, Calif., June 27, 2016 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the industry’s only independent mortgage lending cooperative, has surpassed $100 Billion in originations with the addition of its 59th preferred member, Movement Mortgage.
Shopping for Long-Term Care Insurance Can Be Uniquely Frustrating, says ACSIA Partners
KIRKLAND, Wash., June 27, 2016 (SEND2PRESS NEWSWIRE) — If you’re in the market for long-term care insurance, you may be in for a long, exasperating slog, according to ACSIA Partners, one of America’s largest long-term care insurance agencies. “Unfortunately, LTC insurance isn’t an easy thing to buy,” says Denise Gott, the company’s CEO.
Mid America Mortgage Selects AccountChek from FormFree to Support eMortgage Initiative
ATLANTA, Ga., June 23, 2016 (SEND2PRESS NEWSWIRE) — FormFree Holdings Corp. (FormFree), a provider of automated verification software, announced that Addison, Texas-based Mid America Mortgage has chosen AccountChek(TM) to conduct automated reviews of borrowers’ asset accounts as part of its push towards executing a complete eMortgage.
Quandis Unveils Technology Solution to Help Lending Entities Comply with Changes to the Military Lending Act
FOOTHILL RANCH, Calif., June 23, 2016 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management software and services, announced that it released a technology solution to help lending organizations comply with changes to the Military Lending Act (MLA) that take effect on Oct. 3, 2016. The MLA provides a number of new rules […]
Altavera Mortgage Services Names Jennifer Fountain SVP of Due Diligence
DENVER, Colo., June 16, 2016 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), the premier provider of third-party residential mortgage origination services, today announced that Jennifer Fountain has been named senior vice president of due diligence and will have oversight of its closed-loan file review business.
EPIC continues steep climb to become one of the 15 largest Employee Benefits Broker/Consultants in the Nation
SAN FRANCISCO, Calif., June 16, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, today announced a significant milestone, having become the 15th largest employee benefits broker/consultant in the U.S. In addition, EPIC ranks #11 among the country’s fastest growing large group broker/consultants, based […]
EPIC adds Mark Millard to Risk Solutions Practice
SAN FRANCISCO, Calif. and STAMFORD, Conn., June 15, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that risk management professional Mark Millard has joined the firm’s Stamford, Conn.-based EPIC Risk Solutions team as a Principal and Senior Producer.
LeaseAccelerator CEO to Speak at FEI New Lease Accounting Standards Conference
IRVINE, Texas, June 14, 2016 (SEND2PRESS NEWSWIRE) — LeaseAccelerator announced today that its CEO, Michael Keeler, will participate in a panel at the upcoming Financial Executives International (FEI) New Lease Accounting Standard Conference. Issued earlier this year, the new standards, FASB ASU 2016-02 (or Topic 842) for US GAAP and IFRS 16, will require companies […]
ReverseVision Teams Up with Factual Data to Provide Integrated Credit Reporting Solutions to Users of RV Exchange (RVX) LOS
SAN DIEGO, Calif., June 6, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, has partnered with Factual Data to provide integrated credit reporting solutions to users of RV Exchange (RVX) loan origination software (LOS). Credit information supplied by Factual Data is available in RVX as of […]
Klingenstein Fields Wealth Advisors Panel Discussion on how to Achieve Your Family’s Philanthropic Goals
NEW YORK, N.Y., June 3, 2016 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently held an event at the Harvard Club examining the complex topic of family giving. A panel of professionals offered their knowledge and perspectives on how wealthy families […]
Klingenstein Fields Wealth Advisors Participates in a Day of Service
NEW YORK, N.Y., May 31, 2016 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently volunteered a day of service at God’s Love We Deliver (GLWD), a New York-based charitable organization.
Altavera Mortgage Services Closed-Loan File Review Services Set for Q3 2016 Expansion
DENVER, Colo., May 24, 2016 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), the premier provider of third-party residential mortgage origination services, announced today that it will expand its closed-loan file review services beginning in Q3 2016. Closed-loan review, also known as pre-purchase review, is the review and approval of loans prior to investor purchase, or […]
Sunshine Capital, Inc. Announces Approval of All Recommendations Made by Investment Trustee Daniel J Duffy, to Cancel 92% of Company’s Outstanding Shares
HOLLYWOOD, Fla., May 20, 2016 (SEND2PRESS NEWSWIRE) — Sunshine Capital, Inc. (Pinksheets: SCNP / OTC:SCNP) today announced that the Board of Directors has approved all recommendations made by Advisory Board Member and Investment Trustee, Daniel J Duffy.
Mike Smith Named Director of Finance of Four Seasons Compassion for Life
FLAT ROCK, N.C., May 17, 2016 (SEND2PRESS NEWSWIRE) — Michael “Mike” Smith, M.B.A., and Certified Health Care Financial Professional (or CHFP), has been named director of finance with Four Seasons Compassion for Life. Smith attributes Four Seasons’ leaders for modeling quality personal growth and professional development.
DocMagic Named ‘Top 100 Mortgage Employer’ for 2016 by National Mortgage Professional Magazine
TORRANCE, Calif., April 14, 2016 (SEND2PRESS NEWSWIRE) — DocMagic, Inc. the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that it was named to National Mortgage Professional magazine’s annual ‘Top 100 Mortgage Employers’ list for 2016.
New Consumer Protection Service Company Combines Best of All Worlds
WESTON, Fla., April 13, 2016 (SEND2PRESS NEWSWIRE) — Biggrey Trust takes the best of what other consumer protection services have to offer and combines them all into one winning solution. Biggrey Trust has two missions: to provide consumer protection and to help stores increase sales. When you have one, the other will follow.
ReverseVision’s Jeff Birdsell Recognized as MBA Tech All-Star for Long-Term Contributions to Mortgage Industry
SAN DIEGO, Calif., April 5, 2016 (SEND2PRESS NEWSWIRE) — Jeff Birdsell, CMB and vice president of professional services for ReverseVision, Inc., today was honored with Mortgage Banking magazine’s Tech All-Star award. Mortgage Bankers Association (MBA) Chief Economist Mike Fratantoni and Mortgage Banking Editor-in-Chief Janet Hewitt presented Birdsell with the award during the MBA’s National Technology […]
Simplifile Accepts 2016 Innovations Award from PROGRESS in Lending Association
PROVO, Utah, April 4, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a provider of collaborative technology for lenders, settlement agents and counties, announced it was one of seven recipients of the 2016 Innovations Award from mortgage technology advocacy group PROGRESS in Lending. The company was honored for its Collaboration and Post Closing solutions during a ceremony in […]
Media Advisory: Reverse Mortgage Expert John Button Available to Comment on Reverse Mortgage Trends
ATLANTA, Ga., March 29, 2016 (SEND2PRESS NEWSWIRE) — Reverse mortgage expert John Button, president and CEO of San Diego, California-based software provider ReverseVision, is available for interviews in Atlanta on Tuesday, April 12, and Wednesday, April 13, 2016.
RedFin POS Launches SharkSwipe Mobile Transaction App for iOS and Android
DEERFIELD BEACH, Fla., March 29, 2016 (SEND2PRESS NEWSWIRE) — RedFin POS, a leading provider of secure payment applications and payment gateway solutions, has launched SharkSwipe: a mobile app that allows for mobile transactions utilizing the super-compact, Bluetooth MSR/Chip & PIN SharkSwipe device. The free app is available today by visiting the Apple iTunes App Store, […]
CMG Financial Automates its Entire Appraisal Process Using Global DMS’ eTrac Platform
LANSDALE, Pa., March 29, 2016 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of web-based compliant valuation management software, announced that CMG Financial (CMG), one of the nation’s leading lenders, has streamlined the management of its appraisal process from start to finish using Global DMS’ eTrac platform.
International Document Services, Inc. (IDS) Named to HousingWire 2016 HW TECH100
SALT LAKE CITY, Utah, March 24, 2016 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it was included in HousingWire magazine’s 2016 HW TECH100(TM) list. The company was recognized for its forthcoming eClosing integration with collaborative real estate technology provider and fellow TECH100 winner Pavaso, as well as its recent […]
Platinum Data Executive Craig Zielazny Named to Board of Advisors for Wittenberg University’s New Master of Science in Analytics Program
ALISO VIEJO, Calif., March 22, 2016 (SEND2PRESS NEWSWIRE) — Platinum Data Solutions, a provider of valuation data and analytics solutions, has announced that Craig Zielazny, the company’s senior vice president of valuation analytics, has been named to the Board of Advisors for Springfield, Ohio-based Wittenberg University’s new Master of Science in Analytics program. The Board […]
Titan Lenders Corp. Announces Acquisition by MetaSource LLC
DENVER, Colo., March 21, 2016 (SEND2PRESS NEWSWIRE) — Mortgage services expert Titan Lenders Corp. (Titan) announced it has been acquired by Utah-based MetaSource, LLC. Terms of the deal were not disclosed. MetaSource provides an array of technology-driven services and solutions, including business process outsourcing.
Mid America Mortgage Remains Largely Unchallenged in Bid for Defective TRID Mortgage Loans
ADDISON, Texas, March 16, 2016 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) remains one of few bidders on so-called TRID ‘defect’ loans, said Owner and Chief Executive Officer Jeff Bode. According to Bode, Mid America wins roughly 80 percent of its bids on the loans, which have been rejected for purchase by other […]
Alternative-Risk Financing Roundtable: ‘Creative Uses for Captives’ Moderated by EPIC’s Daniel Houston
SAN FRANCISCO, Calif. and ATLANTA, Ga., March 16, 2016 (SEND2PRESS NEWSWIRE) — In the world of risk management, captive insurers are taking on a major role for companies of all sizes. As the number and types of captive insurers are expanding, so too have the types of risks that captive owners are funding through these […]