Tag: Finance

GREENSBORO, N.C., May 14, 2020 (SEND2PRESS NEWSWIRE) -- Black-owned North Carolina-based investment firm, BWC Capital secured a Payroll Protection Program (PPP) forgivable small business loan during the first round of available funds several weeks ago.

MEDFIELD, Mass. /Massachusetts Newswire/ -- Sturbridge Growth Partners, a boutique management consulting firm dedicated to driving profitable growth for clients through innovative approaches to pricing and value management, announced today that Tom Nagle has joined the company as an Advisory Partner.

DENVER, Colo., May 13, 2020 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise quality management and control software for the lending industry, announced the release of ACESXPRESS for Early Payment Defaults (EPDs) to bolster lenders' existing audit programs in light of the recent increases in required monthly EPD audit volume.

DENVER, Colo., May 12, 2020 (SEND2PRESS NEWSWIRE) -- Digital mortgage leader Maxwell has announced Altavera Mortgage Services founder and former CEO Brian Simons has joined the company as president. Simons comes to Maxwell with 23 years of experience in the mortgage industry, including capital markets, loan origination and default management.

ATLANTA, Ga., May 12, 2020 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, was recognized with four platinum and four gold awards for outstanding corporate marketing in the 2020 Hermes Creative Awards.

WEST PALM BEACH, Fla., May 12, 2020 (SEND2PRESS NEWSWIRE) -- OpenClose the industry-leading omni-channel loan origination system (LOS) and digital mortgage fintech provider, announced that it received PROGRESS in Lending Association's 2020 Innovation Award for its "truly game-changing solutions in the mortgage space."

LOS ANGELES, Calif., May 11, 2020 (SEND2PRESS NEWSWIRE) -- Los Angeles-based firm, KROST CPAs & Consultants, has launched several programs to assist businesses during the Coronavirus pandemic. Since April 2020, the firm has assisted hundreds of businesses and individuals through the development of COVID-19 resources.

SAN DIEGO, Calif., May 11, 2020 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, announced today that it has funded more than $487.8 million in Paycheck Protection Program (PPP) loans. These results, as of 9:30 p.m. PDT on May 7, 2020, provided 1,940 local businesses affected by the Coronavirus (COVID-19) with critical financing to retain or restore jobs for 51,523 individuals.

LANSDALE, Pa., May 7, 2020 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of cloud-based appraisal management software, announced that it has integrated its eTrac valuation management platform with ProxyPics - a patented, secure mobile app that provides a method of facilitating the delivery of photographs of a subject property when access to the property is unavailable.

NEW YORK, N.Y., May 6, 2020 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA), a wealth management firm with approximately $4 billion in assets under management, is pleased to announce that Andrew Crofton has joined the firm as a Managing Director.

STATE COLLEGE, Pa., May 6, 2020 (SEND2PRESS NEWSWIRE) -- EnergyCAP, Inc. (ECI) has been named to Inc. Magazine's annual list of the Best Workplaces for 2020 that will hit newsstands May 12, and is the result of a wide-ranging and comprehensive measurement of private American companies that have created exceptional workplaces through vibrant cultures, deep employee engagement, and stellar benefits.

ATLANTA, Ga., May 5, 2020 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks, a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced enhancements to its "Client for Life" Workflow. Available to users of SurefireCRM, the Client for Life Workflow helps lenders protect market share by creating over 100 distinct opportunities to stay connected with borrowers over a five-year period.

SAN DIEGO, Calif., May 5, 2020 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL) today reported results for the first quarter ended March 31, 2020. Total assets increased to $852 million at March 31, 2020, up from $830 million in the prior quarter and an increase of 10.8% compared to March 31, 2019.

SAN FRANCISCO, Calif., May 4, 2020 (SEND2PRESS NEWSWIRE) -- Certain Lending released a national survey of real estate investors. A majority of real estate investors expect COVID-19 will cause home prices to decline up to 20%. The survey of 569 real estate investors across the U.S., conducted between April 20 and 24, is the first of its kind.

SALT LAKE CITY, Utah, May 4, 2020 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has expanded the capabilities of its eClose platform to include eNotes. Recently branded as Solitude Solution, the platform's eClosing capabilities allow lenders and borrowers to execute loans digitally.

NEW YORK, N.Y., May 4, 2020 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings, LLC, headquartered in Avon, Connecticut, a national MGA, announced today that it has closed on the purchase of Trident Public Risk Solutions (TPRS). Acquired from Argo Group (Argo), the transaction positions Paragon as one of the largest providers of commercial insurance coverage for public entities in the U.S.

SAN DIEGO and RANCHO SANTA MARGARITA, Calif., April 29, 2020 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL) and CalWest Bancorp (OTCBB: CALW), today announced that they have renegotiated the terms of their merger and have agreed to amend the initial Definitive Agreement announced on October 21, 2019 following shareholder meetings held on April 22, 2020.

NEW YORK, N.Y., April 27, 2020 (SEND2PRESS NEWSWIRE) -- Vanbridge, an EPIC company, an insurance intermediary and program management firm, published its second edition of its U.S. Representations and Warranties Insurance (R&W) Market Review today. This edition evaluates and summarizes domestic R&W data for the years 2017, 2018 and 2019.

DENVER, Colo., April 22, 2020 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise quality management and control software for the lending industry, announced the official release of ACES Consumer, the next iteration of its ACES Audit Technology platform designed specifically for financial institutions.

ATHENS, Ga., April 21, 2020 (SEND2PRESS NEWSWIRE) -- FormFree today announced a partnership with Ocrolus, a leading fintech infrastructure company that transforms documents into actionable data with over 99% accuracy. (*UPDATED*)

LEHI, Utah, April 21, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced that more than two million consumers have downloaded its award-winning mobile app.

RED DEER, Alberta, April 21, 2020 (SEND2PRESS NEWSWIRE) -- Everyone has been economically impacted by COVID-19 in one way or another and property appraisers are no exception. However, Anow, an appraisal management software developer, is excited to announce the launch of Anow Walkthrough a sophisticated, but straightforward homeowner inspection product.

MACON, Ga., April 17, 2020 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today released summary statistics on the state of mortgage industry compensation in the first quarter of 2020.

ATLANTA, Ga., April 16, 2020 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced it has launched PartnerNetwork, a Real Estate Settlement Procedures Act (RESPA) solution that makes it easy for lenders and referral partners to co-brand marketing collateral with control and confidence.

LANSDALE, Pa., April 14, 2020 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of cloud-based appraisal management software, announced that it has been selected by PROGRESS in Lending for its "Innovations Award," which recognizes companies that have come together to create something truly game-changing for the mortgage space.

SAN DIEGO, Calif., April 14, 2020 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced that Nationwide Equities Corporation (Nationwide Equities) has leveraged ReverseVision's private product support to launch its own private reverse mortgage program, EquityPower.

LEHI, Utah, April 14, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced the election of senior sales executive Cathleen Schreiner Gates to its board of directors.

NEW YORK, N.Y., April 14, 2020 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that the firm has launched a Restructuring Services operation under its Financial Services division to support the restructuring process for distressed situations with risk mitigation and risk transfer insurance capital solutions.

LOS ANGELES, Calif., April 13, 2020 (SEND2PRESS NEWSWIRE) -- Mortgage Quality Management and Research, LLC (MQMR) announced today that it has added ActiveComply, a social media monitoring platform, to its suite of audit, risk and compliance-focused solutions for financial institutions and independent mortgage lenders.

TARZANA, Calif., April 10, 2020 (SEND2PRESS NEWSWIRE) -- Financial solutions company, Tapcheck, has announced its latest partnership with PRO Resources - a multi-state Professional Employer Group with over 30 years of experience.

NEWPORT BEACH, Calif., April 7, 2020 (SEND2PRESS NEWSWIRE) -- NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced it has observed a significant increase in remote online notarization (RON) adoption and utilization for real estate transactions in Florida over the past three months.

WEST PALM BEACH, Fla., April 3, 2020 (SEND2PRESS NEWSWIRE) -- OpenClose, the leading mortgage fintech provider and omni-channel loan origination system (LOS), announced that due to its industry-pioneering technology innovations, successful launches and the resulting stellar lender outcomes, the company was named to the prestigious HousingWire 2020 Mortgage Tech 100 List.

DENVER, Colo., April 2, 2020 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, announced it has created a new question set category within its ACES Intelligent Questionnaire (ACES IQ) functionality to house all temporary regulatory provisions issued by state and federal agencies and the GSEs in response to the COVID-19 national emergency declaration.

LOS ANGELES, Calif., April 2, 2020 (SEND2PRESS NEWSWIRE) -- Mortgage Quality Management and Research, LLC (MQMR) announced today that it has promoted Mabel Lee to Warehouse Due Diligence Manager and hired Scott Weintraub as Internal Audit Manager.

ATLANTA, Ga., April 1, 2020 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the release of Power Messaging, a feature that enables SurefireCRM users to deliver high-touch text communication to consumers at scale.

NEWPORT BEACH, Calif., April 2, 2020 (SEND2PRESS NEWSWIRE) -- NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced that its founder and CEO Rick Triola is one of the five mortgage technology innovators honored by the Mortgage Bankers Association (MBA) as a 2020 Tech All-Star.

ATHENS, Ga., March 31, 2020 (SEND2PRESS NEWSWIRE) -- FormFree® today announced it is celebrating Red Cross Month by expanding its long-held partnership with the American Red Cross of Northeast Georgia. FormFree will support the Northeast Georgia chapter's mission of alleviating human suffering in the face of emergencies by giving fiscal contributions and engaging in monthly acts of service throughout 2020.

FORT LAUDERDALE, Fla., March 31, 2020 (SEND2PRESS NEWSWIRE) -- Rapid Deployment Solutions (RDS) - a leading Content & Records Management solutions company - is excited to announce that it has been selected by one of the largest North American distillers and alcohol distributors to improve their Accounts Payable process, AP audit support, Customer Service support, and to increase responsiveness to the U.S. Federal Alcohol Tax & Trade Bureau (TTB) Audits.

ATLANTA, Ga., March 31, 2020 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) issued a statement today summarizing provisions of the Coronavirus Aid, Relief, and Economic Security (CARES) Act that require action on the part of health and retirement plan sponsors.

TORRANCE, Calif., March 30, 2020 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, today announced the launch of AutoPrep, a new technology that enables the company's Total eClose™ platform to accept documents from any source - including non-e-enabled documents.

MACON, Ga., March 26, 2020 (SEND2PRESS NEWSWIRE) -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, announced that full-service community bank Alpine Bank has implemented CompenSafe™ to automate incentive compensation for its mortgage loan originators and fulfillment staff.

ROSEVILLE, Calif., March 25, 2020 (SEND2PRESS NEWSWIRE) -- Valligent Technologies (Valligent), the leading residential valuation technology company, today announced that it has been awarded HousingWire's Tech100 award for the second consecutive year.

LANSDALE, Pa., March 24, 2020 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of cloud-based appraisal management software, announced that it has been selected by MReport for its inaugural "Top 25 Fintech Innovators" award, which recognizes fintech companies within the mortgage industry that are poised to shape the future of the industry in 2020 and beyond.

ATLANTA, Ga., March 24, 2020 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, took home four platinum and four gold awards in the 2020 AVA Digital Awards competition.

ATLANTA, Ga., March 19, 2020 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced it has joined Lenders One as a preferred provider. Top of Mind will offer Lenders One members access to marketing resources that help to strengthen consumer relationships and create customers for life.

NEW YORK, N.Y. and SAN FRANCISCO, Calif., March 17, 2020 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Matthew Marmorek has joined the firm as National Practice Leader, Global (Non-U.S.) Employee Benefits.

SALT LAKE CITY, Utah, March 17, 2020 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has opened a comprehensive, digital help center in its continuing efforts to enhance client support. The help center is part of Zendesk, a customer service platform IDS converted to in May 2019 to streamline the support process.

SAN FRANCISCO, Calif., March 13, 2020 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Nick Nelson has joined the firm as Senior Vice President in their property and casualty practice based in Rancho Cordova, California office. Nelson will report to Kevin E. Harnetiaux, COO, Pacific North Region.

WEST PALM BEACH, Fla., March 13, 2020 (SEND2PRESS NEWSWIRE) -- OpenClose®, the industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced it has partnered with Genworth Mortgage Insurance, an operating segment of Genworth Financial (NYSE: GNW), establishing a direct integration to access mortgage insurance (MI) from the LenderAssist™ LOS platform.

DENVER, Colo., March 12, 2020 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, announced the release of the quarterly ARMCO Mortgage QC Trends Report. The latest report covers third quarter (Q3) 2019 and provides loan quality findings for mortgages reviewed by ACES Audit Technology™.

LEHI, Utah, March 12, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, has been named the winner of the "Best Digital Mortgage Platform" award by FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global fintech market.

SAN DIEGO, Calif., March 11, 2020 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced the appointment of Joe Langner as president. Langner will lead the company to achieve its strategic vision of establishing HECM and private reverse mortgages as lending portfolio staples alongside traditional and government loans.

WEST PALM BEACH, Fla., March 11, 2020 (SEND2PRESS NEWSWIRE) -- OpenClose®, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that it has again been chosen as a 'Top Mortgage Employer' for the fourth year in a row by selected by National Mortgage Professional (NMP) magazine.

NORWALK, Conn., March 11, 2020 (SEND2PRESS NEWSWIRE) -- After, Inc., the global leader in Warranty Services since 2005, just announced the launch of its latest whitepaper on Warranty Marketing. The whitepaper, entitled "Optimizing Warranty Marketing with Predictive Analytics" offers readers a playbook of the most effective predictive models and marketing strategies to employ in order to increase revenue and profits in their Warranty Marketing programs.

LEHI, Utah, March 10, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, announced that 90% of loan officers at LendUS now use SimpleNexus to collaborate on loan applications with borrowers and referral partners. LendUS is one of the nation's top 25 lenders, producing north of $5B annually in loan volume.

LANSDALE, Pa., March 10, 2020 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of cloud-based appraisal management software, announced that it has earned a spot on HousingWire's seventh annual Tech100 awards list, which recognizes the most innovative technology companies in the U.S. housing economy, spanning the real estate mortgage industries.

NEWPORT BEACH, Calif., March 6, 2020 (SEND2PRESS NEWSWIRE) -- NotaryCam®, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has been included on the seventh annual HW Tech100 list published by housing and mortgage industry trade magazine HousingWire.

SALT LAKE CITY, Utah, March 6, 2020 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has been named to the 2020 HW Tech100™ Mortgage list published by mortgage industry trade magazine HousingWire. 2020 marks IDS' sixth overall appearance on the list.

DENVER, Colo., March 6, 2020 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, announced today it has been named to the 2020 HW Tech100™ Mortgage list published by mortgage industry trade magazine HousingWire.

BOSTON, Mass. and SAN FRANCISCO, Calif., March 5, 2020 (SEND2PRESS NEWSWIRE) -- Edgewood Healthcare Advisors, a division of EPIC announced today that Matthew LeBlanc has been named Healthcare Practice Leader for the Eastern Region reporting to Susan Tewhill, National Healthcare Practice Leader for Edgewood Healthcare Advisors.

ATHENS, Ga., March 5, 2020 (SEND2PRESS NEWSWIRE) -- FormFree® has been named a recipient of HousingWire's eighth annual HW Tech100 award. This is the sixth year FormFree has been recognized by HousingWire as a leading innovator in housing technology.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., March 3, 2020 (SEND2PRESS NEWSWIRE) -- EPIC announced today that Tim Brenneman has been named President and National Private Client Practice Leader for its newly reorganized National Private Client Practice team reporting to Executive Chairman and Co-Founder John Hahn.

LEHI, Utah, March 4, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, has been named to HousingWire's HW Tech100 for the third year in a row. Now in its eighth year, the HW Tech100 recognizes the most innovative technology companies in the U.S. housing economy.

SAN DIEGO, Calif., March 3, 2020 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced it has been named a HousingWire (HW) Tech100 Mortgage company for a sixth year.

MACON, Ga., March 3, 2020 (SEND2PRESS NEWSWIRE) -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, announced it has been named a winner of HousingWire's annual HW Tech100 award, which recognizes the most innovative and impactful technology companies in the U.S. housing economy.