Tag: Finance

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.

FREEHOLD, N.J., March 2, 2020 (SEND2PRESS NEWSWIRE) -- Advanced Orthopedics and Sports Medicine Institute (AOSMI) announced today that it is now a TIER 1 in-network provider with Horizon Blue Cross Blue Shield of New Jersey (Horizon BCBSNJ). AOSMI is participating in all Horizon BCBSNJ medical plans including OMNIA℠ Health plans.

BOSTON, Mass. /Massachusetts Newswire/ -- Edgewood Healthcare Advisors, a division of EPIC Insurance Brokers and Consultants, announced that Dan Joyal has joined the Boston healthcare team as a Vice President.

DENVER, Colo., Feb. 27, 2020 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, announced today it has added questionnaires related to the Home Mortgage Disclosure Act (HMDA) to the ACES Intelligent Questionnaire (ACES IQ) functionality contained within the ACES Audit Technology™ system.

ADDISON, Texas, Feb. 27, 2020 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today that the company has been named one of the "2020 Best Mortgage Companies to Work For" by mortgage industry trade publication National Mortgage News. Mid America ranked 20th among 40 lenders recognized nationally.

WASHINGTON, D.C., Feb. 25, 2020 (SEND2PRESS NEWSWIRE) -- In the first of a three-part series on the impact of economic growth and public policy on homeownership rates, housing policy consultant Allen Jones, Managing Director, Housing Finance Strategies, provides commentary on the drivers of recent increases.

DETROIT, Mich., Feb. 25, 2020 (SEND2PRESS NEWSWIRE) -- TCF Bank announced today that it will renew its partnership with the Michigan Chronicle to provide scholarships to Detroit high school seniors through the Michigan Chronicle/TCF Bank S.W.A.G. (Students Wired for Achievement and Greatness) Scholarship Awards. For 2020, the bank will award scholarships between $5,000 and $20,000 per student to 15 awardees.

LEHI, Utah, Feb. 25, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced the immediate availability of new capabilities designed to enhance mortgage originator productivity.

MIAMI, Fla., Feb. 21, 2020 (SEND2PRESS NEWSWIRE) -- 777 Partners, a Miami based investment firm, is pleased to announce the acquisition of Uown Leasing ("Uown"), from Shepard Capital Partners. Uown, a lease-to-own company based in Tampa, was founded in 2008.

NEW YORK, N.Y. and SAN FRANCISCO, Calif., Feb. 21, 2020 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Trent Sullivan has joined the firm as a Producer in the firm's Edgewood Healthcare Advisors' Practice.

WEST PALM BEACH, Fla., Feb. 21, 2020 (SEND2PRESS NEWSWIRE) -- OpenClose®, the leading mortgage fintech provider and multi-channel loan origination system (LOS), with nearly 20 years of successful implementations, announced that their newly tapped VP of Sales Engineering, Chris Olsen, was honored by National Mortgage Professional (NMP) magazine as one of the '40 Most Influential Mortgage Professionals Under 40.'

NORWALK, Conn., Feb. 20, 2020 (SEND2PRESS NEWSWIRE) -- After, Inc., the global leader in Warranty Analytics Solutions since 2005, announced today that it will be a major participant and sponsor at the Field Service Medical Conference in San Diego, California on February 24-26, 2020.

MACON, Ga., Feb. 19, 2020 (SEND2PRESS NEWSWIRE) -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, has brought on Silicon Valley talent Veronica Mahler as business analyst. Mahler was hired to support the spring release of LBA Ware's turnkey business intelligence (BI) platform, LimeGear, by supporting post-implementation client experience in partnership with LBA Ware's client success team.

CLEVELAND, Ohio, Feb. 19, 2020 (SEND2PRESS NEWSWIRE) -- Fairport Wealth is pleased to announce its support of Shoes and Clothes for Kids (SC4K) as its 2020 Community Beacon recipient. For 50 years, SC4K has been removing barriers to school attendance by providing essential school supplies such as school shoes and uniforms for kids in need.

SUMMIT, N.J. / LONDON / TOKYO, Feb. 19, 2020 (SEND2PRESS NEWSWIRE) -- Markov Processes International (MPI), a leading provider of investment research, analysis and reporting solutions for the global wealth and asset management industry, today announced the publication of its annual Ivy League endowment performance analysis for the latest fiscal year, "Measuring the Ivy 2019: Decoding the Performance Gap."

SALT LAKE CITY, Utah, Feb. 19, 2020 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today that it has enhanced eSign tools for state-specific document functionality in its flagship document preparation platform idsDoc.

LEHI, Utah, Feb. 18, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, announced that loan officers (LO) at GreenState Credit Union (GreenState) are using the SimpleNexus digital mortgage app to achieve record first mortgage production.

ATHENS, Ga., Feb. 18, 2020 (SEND2PRESS NEWSWIRE) -- FormFree® today announced its anchor sponsorship of NEXT's upcoming event, #NEXTWINTER20, being held February 23-25 at the Ritz Carlton in Dallas.

TORRANCE, Calif., Feb. 14, 2020 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that it has again been selected by National Mortgage Professional (NMP) magazine as a 'Top Mortgage Employer' for the fourth year in a row.

PROVIDENCE, R.I., Feb. 14, 2020 (SEND2PRESS NEWSWIRE) -- Silk Title Co., the leading provider of digitally-driven mortgage closing services, announced it achieved record growth in 2019, enabling the firm to deliver on its "service at scale" promise to its institutional bank and independent mortgage lender clients nationwide.

AUSTIN, Texas, Feb. 13, 2020 (SEND2PRESS NEWSWIRE) -- Reliant Holdings Inc. (OTC: RELT) recently announced that it has recorded its best year yet in 2019. The past year has seen record-breaking revenues for the company, which has quickly grown into a construction conglomerate that offers comprehensive services in the residential construction realm, from design phases through to fine details post construction.

ADDISON, Texas, Feb. 7, 2020 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today that it has added John Bargas, Donnell Mitchell and Wendy Strawn to its servicing department. Bargas will lead the department as Executive Managing Director of Servicing and the combined experience and expertise of all three hires will make an immediate impact.

ATLANTA, Ga., Feb. 4, 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 released data revealing that loan officers (LOs) who utilize automated lead, prospect and nurture campaigns on average see double the number of closed loans and revenue production.

SAN FRANCISCO, Calif., Feb. 4, 2020 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Wesley Carson has joined the firm as a Senior Vice President, Employee Benefits in their Sacramento, California office.

SAN FRANCISCO, Calif., Feb. 4, 2020 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Blake Chauvin has joined the firm as a Producer in their Concord, California office.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 3, 2020 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today they are continuing to expand their employee benefits resources with the addition of a new Pharmacy Practice Leader, Bob Eisendrath.

SALT LAKE CITY, Utah, Jan. 31, 2020 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), today announced that it has redesigned the audit worksheet feature in its flagship document preparation platform idsDoc.

WEXFORD, Pa., Jan. 31, 2020 (SEND2PRESS NEWSWIRE) -- Capturing the buzz of a current Hershey's Reese's Peanut Butter commercial spot - Allegent FCU actually sells Reese's Peanut Butter Cups at a financial institution! The Hershey Company's branded Reese's spot teased the Federal Credit Union into accepting the challenge and partnering with Reese's in fulfilling the commercial spot's thought: that Reese's are "sold literally everywhere business is done, I'm pretty sure you could buy them at a bank."

DENVER, Colo., Jan. 30, 2020 (SEND2PRESS NEWSWIRE) -- After a remarkable 2019, ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, is looking ahead to 2020 for what promises to be an outstanding year. In addition to adding several lenders to its growing roster of clients ARMCO also achieved a company record in 2019 of one million audits conducted in a single year in its flagship audit platform ACES Audit Technology.

AUSTIN, Texas, Jan. 29, 2020 (SEND2PRESS NEWSWIRE) -- Velocity Credit Union, a fixture of the Austin financial scene since 1947, has begun site preparation for its new branch office in downtown Austin. To be located on the southeast corner of 12th and Sabine Streets, the new facility is being built immediately across Sabine Street and just to the east of Velocity's current downtown location (610 E. 11th Street).

INDIANAPOLIS, Ind. and OCALA, Fla., Jan. 29, 2020 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today they are expanding their insurance offering in the Farm & Ranch Insurance market with the practice being led by Chris Moore (President, EPIC Farm & Ranch).

ATLANTA, Ga., Jan. 29, 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 Sherwood Lawrence will take on the role of chief marketing officer in addition to his current position as chief creative officer.

SAN DIEGO, Calif., Jan. 29, 2020 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL) today reported results for the fourth quarter ended December 31, 2019. Total assets ended the year at $830 million at December 31, 2019, an increase of 8.1% compared to December 2018. Total loans increased 6.6% to $677 million and total deposits increased 7.0% to $672 million compared to the prior year as well.

NASHVILLE, Tenn., Jan. 28, 2020 (SEND2PRESS NEWSWIRE) -- Don Baham, President of Kraft Technology Group, LLC (KTG), has been invited to join Nashville Business Journal Leadership Trust, an exclusive community for influential business leaders, executives and entrepreneurs in Middle Tennessee.

PASADENA, Calif. and WOODLAND HILLS, Calif., Jan. 27, 2020 (SEND2PRESS NEWSWIRE) -- KROST CPAs and Consultants, a firm based out of Los Angeles, has merged in BPE&H out of Woodland Hills effective January 1, 2020. Seven principals will join the leadership team at KROST, including Scott Eisner, Martin Belak-Berger, Bob Price, Phil D'Amico, Scott Gilmore; and founding BPE&H principals Jerry Block and Jane Plant.

MACON, Ga., Jan. 24, 2020 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, has appointed Chris Gassel as strategic sales specialist. Gassel was brought on board to support the release of LBA Ware's highly anticipated, turnkey business intelligence (BI) platform, LimeGear.

WYNNEWOOD, Pa., Jan. 23, 2020 (SEND2PRESS NEWSWIRE) -- Kaplan Partners, a leading boutique executive search and talent advisory firm, today announced Nicholas DeMedio ("Nick") has joined the firm as a Principal. With more than 20 years of Executive Search, Talent Management and Human Resources experience, Nick comes from a regional Human Resources consulting firm where he oversaw the financial services executive search practice.

ATHENS, Ga., Jan. 24, 2020 (SEND2PRESS NEWSWIRE) -- FormFree Founder and CEO Brent Chandler today responded to this week's news that Consumer Financial Protection Bureau (CFPB) Director Kathy Kraninger indicated the bureau's decision to propose amending the Ability to Repay/Qualified Mortgage Rule so as to "move away" from debt-to-income (DTI) calculations as a mortgage underwriting factor.

NORWALK, Conn., Jan. 22, 2020 (SEND2PRESS NEWSWIRE) -- After, Inc., the global leader in Warranty Marketing and Analytics Solutions since 2005, has just announced the return of Scott Morrison, an original founder, to lead new business development and strategic innovation for the company.

DANVILLE, Calif., Jan. 21, 2020 (SEND2PRESS NEWSWIRE) -- Greater East Bay financial planning firm Best Financial Life announces the launch of the Deliberate Money Moves podcast. Deliberate Money Moves was developed as a new avenue to educate clients and prospects on a wide variety of money and financial wellness topics so they can discover how to make better, more beneficial decisions when it comes to their financial landscape.

ATLANTA, Ga., Jan. 21, 2020 (SEND2PRESS NEWSWIRE) -- CardTapp, your always-on digital assistant, today announced an integration with Surefire by Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry. The integration brings together Surefire's new Power Calls capability with CardTapp's digital assistant solution to increase loan officer productivity and enable speedier borrower outreach.

SAN FRANCISCO, Calif., Jan. 21, 2020 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kevin Melvin has joined the firm as Director of the firm's Southeast Charter School Practice.

MIAMI, Fla., Jan. 16, 2020 (SEND2PRESS NEWSWIRE) -- Papa Inc., a nationwide provider for seniors and caregivers announced today its newest partnership with Priority Health. Papa will provide "Grandkids On-Demand" for Priority Health's PriorityMedicare Edge and PriorityMedicare Ideal Medicare Advantage plan members.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Jan. 16, 2020 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants announced today the launch of a national specialty practice, Asset Lifecycle Management, providing risk consulting and risk transfer solutions focused on clinical and electronic equipment. Large healthcare systems, major universities, and financial institutions rely on electronic equipment to conduct daily operations.

ATLANTA, Ga., Jan. 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 elevated Jonas Kruckeberg to executive vice president of strategic partnerships and industry relationships.

MACON, Ga., Jan. 16, 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 2019. The firm's analysis of year-over-year data from its CompenSafe ICM platform reveals compelling trends about how mortgage lenders nationwide are managing commissions for loan originators (LOs).

MIAMI, Fla., Jan. 15, 2020 (SEND2PRESS NEWSWIRE) -- Papa Inc., a leading provider for seniors and caregivers nationwide, announced today its partnership with Alignment Healthcare to provide "Grandkids On-Demand" for qualifying members of its Medicare Advantage plans. A soft launch kicked off in Los Angeles on Sept. 1, 2019, with expansion to additional membership on Jan. 1, 2020.

SAN DIEGO, Calif., Jan. 15, 2020 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced their recently released Loan Import API has been leveraged by OptifiNow for mutual lender client Open Mortgage.

LEHI, Utah, Jan. 15, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced that it credits its accelerated 2019 growth to demand for digital mortgage tools capable of easy integration with lenders' full tech stacks.

NEW YORK, N.Y., Jan. 15, 2020 (SEND2PRESS NEWSWIRE) -- With the kick off of the Cruise Wave Season this month, the time when cruise companies offer the best deals on cruises, TravelInsurance.com urges travelers to purchase travel insurance early to protect their investments and ensure they're covered in the event of travel mishaps.

EDMOND, Okla. and WASHINGTON, D.C., Jan. 14, 2020 (SEND2PRESS NEWSWIRE) -- NEXT Mortgage Events and Housing Finance Strategies today announced that FormFree, a leading provider of automated verification services for the lending industry, has become the first anchor sponsor of NEXT.

ATHENS, Ga., Jan. 14, 2020 (SEND2PRESS NEWSWIRE) -- FormFree rounded out 2019 with a 65 percent increase in total orders for its AccountChek Asset Report and three-in-one Passport Report over the previous year. The surge in adoption of the company's market-leading products, which allow lenders to verify borrower asset, income and employment information, caps a long list of product milestones.

SAN DIEGO, Calif., Jan. 9, 2020 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative (TMC), the mortgage industry's only independent cooperative, is pleased to announce it has signed an agreement with Mortgage Guaranty Insurance Company (MGIC) to be the newest addition to join its Preferred Partner Network.

LEHI, Utah, Jan. 9, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced it has filled roles in five senior leadership positions to support customer success and scale the company's internal and external growth.

NEWPORT BEACH, Calif., Jan. 6, 2020 (SEND2PRESS NEWSWIRE) -- NotaryCam Founder and CEO Rick Triola today applauded the Florida legislature for passing HB 409, which went into effect on January 1, 2020. The bill authorizes online notarizations and specifies requirements and standards for performance of such online notarizations.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Jan. 2, 2020 (SEND2PRESS NEWSWIRE) -- Edgewood Partners Insurance Center, which operates as EPIC Insurance Brokers and Consultants (EPIC), announced today that Frenkel & Company, acquired by EPIC in November 2017, has completed their adoption of the EPIC Insurance Brokers & Consultants name and brand.

ATLANTA, Ga., Dec. 30, 2019 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks, a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced that its Surefire CRM is ready to help mortgage lenders meet their obligations under the California Consumer Privacy Act (CCPA).

NEW YORK, N.Y., Dec. 27, 2019 (SEND2PRESS NEWSWIRE) -- HexGn released a study of the funding trends in the global startup ecosystem in 2019; the team analyzed over 60,000 deals and one million data points for the report.

SAN FRANCISCO, Calif., Dec. 18, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Lisa Huscher has joined the firm as a sales executive through their LEAP sales development program.

DENVER, Colo., Dec. 19, 2019 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, announced the release of the quarterly ARMCO Mortgage QC Trends Report. The latest report covers second quarter (Q2) 2019 and provides loan quality findings for mortgages reviewed by ACES Audit Technology.

NEWPORT BEACH, Calif., Dec. 19, 2019 (SEND2PRESS NEWSWIRE) -- NotaryCam the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has been approved by the Michigan Department of State to provide both eNotary and remote online notarization (RON) services to the more than 113,000 notaries public registered in the state.

NEW YORK, N.Y., Dec. 18, 2019 (SEND2PRESS NEWSWIRE) -- This year, more Americans are expected to travel between Dec. 21 and Jan. 1 than ever before, according to the American Automobile Association, making travel mishaps even more likely this holiday season. Whether traveling to be with loved ones or for that end-of-year dream escape, there is a high potential for stress. TravelInsurance.com, a leading travel insurance comparison website, offers tips to get you through the holiday travel season smoothly.

LEHI, Utah, Dec. 18, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced the agenda for SimpleNexus User Group (SNUG) 2020 conference being held February 9-12 at the Snowbird Ski Resort in Snowbird, Utah.

WEST PALM BEACH, Fla., Dec. 18, 2019 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that Jason Regalbuto, the company's long-time CEO/CTO, was selected as a 2019 'Lending Luminary' by PROGRESS in Lending Association for his concerted work in leading the mortgage industry and his company to major success over the past 12 months.

MACON, Ga., Dec. 17, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today announced the launch of CompenSafe University (CSU), a two-day training program designed to help lenders derive additional value from their investment in CompenSafe.