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Tag Archives | Finance

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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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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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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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.

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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.

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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.

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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.

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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.

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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 […]

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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 […]

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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 […]

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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 […]

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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.

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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 […]

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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.

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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.

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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 […]

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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.

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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 […]

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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 […]

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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.

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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.

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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 […]

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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 […]

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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 […]

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