Tag: Finance

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.

LOS ANGELES, Calif., Dec. 16, 2019 (SEND2PRESS NEWSWIRE) -- In recognition of the highly impactful, life-changing work provided to people with disabilities in the region, the Jewish Community Foundation of Los Angeles (The Foundation) has awarded Jewish Los Angeles Special Needs Trust & Services (JLA Trust) with a three-year, $250,000 Next Stage Grant.

SAN DIEGO, Calif., Dec. 16, 2019 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS: BCAL), a community business bank headquartered in San Diego, announced today the successful completion of a capital raise of approximately $12 million through the issuance of common stock in a private placement to institutional and accredited individual investors at a price of $12 per share. The Bank also announced its plans to reorganize into a holding company, Southern California Bancorp.

EDMOND, Okla. and WASHINGTON, D.C., Dec. 13, 2019 (SEND2PRESS NEWSWIRE) -- Capitalizing on the success of their recent executive summit in Washington D.C., NEXT Mortgage Events and Housing Finance Strategies announced #NEXTDC20, their second annual event to be held shortly after the November 2020 election in Washington, D.C.

SAN FRANCISCO, Calif., Dec. 12, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Matthew Presutti has joined their EPIC New York operations as managing principal on the employee benefits team.

NORWALK, Conn., Dec. 11, 2019 (SEND2PRESS NEWSWIRE) -- After, Inc., the global leader in Warranty Marketing and Analytics Solutions since 2005, just announced the launch of QuickReg 2.0, the next iteration of its smart registration solution. QuickReg, launched in March 2019, helps manufacturers drive higher registration rates by making product registration quick, easy and convenient for consumers through their preferred channel of choice

WEST PALM BEACH, Fla., Dec. 11, 2019 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that its chief revenue officer (CRO), Vince Furey, has been selected by HousingWire as one of its 2019 Vanguard Award winners.

NEW YORK, N.Y., Dec. 10, 2019 (SEND2PRESS NEWSWIRE) -- TravelInsurance.com today announced they have surpassed 50,000 5-star reviews through the Shopper Approved platform, one of the fastest-growing customer review companies in the United States. Verified customers on TravelInsurance.com have rated the travel insurance comparison site a 4.8 out of 5.0, with 97% noting they would recommend it to others.

DALLAS, Texas, Dec. 9, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Aaron Schwen has joined the firm as Client Advocate of the firm's Southwest Risk Management Practice.

SUNNYVALE, Calif., Dec. 9, 2019 (SEND2PRESS NEWSWIRE) -- Automated underwriting insurtech company Juniper Labs today announced that it is launching the first-ever open-sourced dataset purpose-built for commercial insurance. Juniper Labs plans to release over 40 million business records it acquired to train its underwriting models for anyone to use. Commercial carriers can use this data to verify an applicant's information, supplement their own datasets and enhance risk models.

DALLAS, Texas, Dec. 9, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Aaron Zetterower has joined the firm as Principal of the firm's Southwest Risk Management Practice.

LOS ANGELES, Calif., Dec. 9, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants ("EPIC"), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Raylene Chiarizzio has joined the firm as Senior Vice President of the firm's Southwest Risk Management Practice.

LOS ANGELES, Calif., Dec. 5, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that BobbiJo DeNofa has joined the firm as Managing Principal of the firm's Southwest Risk Management Practice.

SAN FRANCISCO, Calif., Dec. 5, 2019 (SEND2PRESS NEWSWIRE) -- AmericaSCORES Bay Area, the award-winning nonprofit that has been studied for its proven benefits to student learning, health, and social-emotional skills of over 2,000 low-income youth, has partnered with blockchain technology and design firm Totem Block and BitPay, the largest global blockchain payment provider, to become an early adopter in accepting cryptocurrency donations.

MIAMI, Fla., Dec. 5, 2019 (SEND2PRESS NEWSWIRE) -- Florida Blue, the leading health insurer in Florida, announced today that it is partnering with Papa, a nationwide provider of senior services, to offer Florida Blue members in select Medicare Advantage plans assistance with transportation, house chores, companionship and other senior support services.

LOS ANGELES, Calif., Dec. 5, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that David Thoke has joined the firm as Managing Principal of the firm's Southwest Risk Management Practice.

ATLANTA, Ga., Dec. 4, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Todd Randolph has joined the firm as a Principal of its Southeast Employee Benefits Practice.

SAN DIEGO, Calif., Dec. 4, 2019 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative (TMC), the mortgage industry's only independent cooperative, today announced that Black Knight, Inc. (NYSE:BKI), a leading provider of mortgage software, data and analytics solutions, has been added to its Preferred Partner network.

BIRMINGHAM, Ala. and SAN FRANCISCO, Calif., Dec. 3, 2019 (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 a select group of leaders throughout the U.S. accepted into the SIBF Leadership Academy whereby he will foster and build trusted connections.

CAMP HILL, Pa., Dec. 3, 2019 (SEND2PRESS NEWSWIRE) -- Camp Hill based Conte Wealth Advisors continues its considerable expansion efforts opening an office at 1423 E Market St in York and welcoming two seasoned advisors into the organization.

NAPA, Calif., Dec. 3, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sheryl Marshall has joined the firm as Principal within the firm's Moving & Storage Practice.

LEHI, Utah, Dec. 3, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced that President and COO Ben Miller has been named a 2019 HousingWire Vanguard Award winner. Now in its fifth year, the HW Vanguard Awards program recognizes executives in the housing finance industry for their outstanding leadership in the space.

SAN FRANCISCO, Calif., Dec. 2, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Scott Weiss has joined the firm as a Principal in their Risk Management Practice.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Nov, 26, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Kelly Geary has been named National Executive Risk & Cyber Practice Leader. Geary and her team bring deep knowledge and expertise in Cyber and Executive Risk to EPIC and their clients with an average of over 25 years of experience.

ADDISON, Texas, Nov. 26, 2019 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today that two of its executives will be sharing their expertise at upcoming events for the Mortgage Bankers Association (MBA) and the American Land Title Association (ALTA), respectively.

ADDISON, Texas, Nov. 23, 2019 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today that the company has been named one of MReport's "2019 Top 25 Companies in Mortgage and Servicing."

LEHI, Utah, Nov. 22, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, announced that company Founder and CEO Matt Hansen has been named to PROGRESS in Lending's inaugural list of Lending Luminaries. The award program recognizes individuals whose vision and leadership have inspired others and helped companies better navigate a fluctuating mortgage market.