Tag: Finance

WEST PALM BEACH, Fla., March 22, 2019 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that it is has scheduled a May release for the official rollout of its much anticipated digital mortgage point-of-sale (POS) solution, ConsumerAssist Digital POS.

EDMOND, Okla., March 21, 2019 (SEND2PRESS NEWSWIRE) -- NEXT Mortgage Events LLC, creator of the NEXT women's mortgage tech summit, has announced its summer 2019 event dates. The event, hashtagged #NEXTSummer19, will take place Aug. 26-27, 2019 at The Gwen Hotel in Chicago. Registration will open to the public in April 2019.

DALLAS, Texas and SAN FRANCISCO, Calif., March 20, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants ('EPIC') announced today that JoBeth Wells has joined the firm's Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

DALLAS, Texas and SAN FRANCISCO, Calif., March 20, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Stephanie Pitzer, CRM, CIC has joined the firm's Property and Casualty operations, as a Client Executive, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

SAN ANTONIO, Texas and RED DEER, Alberta, March 19, 2019 (SEND2PRESS NEWSWIRE) -- Anow, creator of the leading software for real estate appraisal offices, today announced it has forged a partnership with the National Association of Appraisers (NAA) to make Anow's appraisal office management platform more readily accessible to members of the professional organization.

SAN DIEGO, Calif., March 15, 2019 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT) a leading mortgage hedge advisory and secondary marketing software firm, announced that its Chief Marketing Officer, Ian Miller, was recognized by National Mortgage Professional Magazine's (NMP) for his industry accomplishments, landing him on the 2019 'Top 40 Most Influential Mortgage Professionals Under 40' list.

LOS ANGELES, Calif., March 15, 2019 (SEND2PRESS NEWSWIRE) -- Mortgage Quality Management and Research, LLC (MQMR) announced today that its National Account Executive Britt Haven has completed Level I of the Certified Mortgage Compliance Professional (CMCP) Certification and Designation program offered by the Mortgage Bankers Association (MBA).

POMPANO BEACH, Fla., March 14, 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 the third quarter (Q3) of 2018, and provides loan quality findings for mortgages reviewed by ACES Audit Technology.

WEST PALM BEACH, Fla., March 14, 2019 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that STRATMOR Group's most recent Technology Insight Survey ranked the company's LOS platform, point-of-sale (POS) system, and product and pricing engine (PPE) as having the highest Overall Satisfaction and Lender Loyalty Score out of any vendor surveyed in the mortgage industry.

TAMPA, Fla., March 14, 2019 (SEND2PRESS NEWSWIRE) -- Camp Hill, Pennsylvania based independent financial services firm, Conte Wealth Advisors, LLC (CWA), has welcomed its first Tampa, Florida advisor, Robert Seaman, to its advisory team.

DETROIT, Mich., March 13, 2019 (SEND2PRESS NEWSWIRE) -- Totle, the startup powering rapid growth in the world of decentralized finance (DeFi) by providing optimized exchange functionality, today announced their partnership with Republic - a leading crypto and equity investment platform backed by Binance and AngelList that enables anyone to be an angel investor.

SAN DIEGO, Calif., March 13, 2019 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative, a fast-growing independent mortgage cooperative of banks, credit unions and mortgage bankers, continues growth initiatives by adding three new mortgage executives to its Board of Directors. The new board members were voted in at their bi-annual member conference held in Austin, Texas.

NEW YORK, N.Y., March 13, 2019 (SEND2PRESS NEWSWIRE) -- seriesOne Inc., a leading global digital security fundraising platform led by leaders with over 20 years of traditional investment banking, venture capital and technology experience, today announced its acquisition of Dynamo Development, a custom software development company with a mature engineering team based in the Ukraine.

EDMOND, Okla., March 11, 2019 (SEND2PRESS NEWSWIRE) -- NEXT Mortgage Events LLC, a creator of events for women mortgage executives, has announced that ReverseVision has been voted Best in Show for the live technology showcase at its February 2019 technology conference. This distinction is awarded to the technology showcase participant that presented the most compelling solution, as determined by attendee vote.

NEW YORK, N.Y., March 8, 2019 (SEND2PRESS NEWSWIRE) -- Mg O'Hare Law, a New York Law Firm, releases white paper on New York State's Industrial Equipment Rental Market for Owners and Operators. The industrial equipment rental market is forecast to grow over the next five years to 2023. New York State is expected to outpace the rate of growth of the U.S. industry. A focus on customer retention can give operators an edge over the competition.

ADDISON, Texas, March 8, 2019 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today that the company has been named a top mortgage workplace by two industry trade publications. In addition to garnering Top Mortgage Workplace honors by Mortgage Professional America (MPA), Mid America was also named a Top Mortgage Employer by National Mortgage Professional (NMP) in the magazine's January issue.

SALT LAKE CITY, Utah, March 8, 2019 (SEND2PRESS NEWSWIRE) -- TRK Connection, a leading provider of mortgage quality control (QC) and origination management solutions, announced today it is a sponsor and exhibitor at Ellie Mae Experience 2019. The annual conference will be held March 10-13, 2019 at Moscone West in San Francisco, California.

PITTSBURGH, Pa., March 8, 2019 (SEND2PRESS NEWSWIRE) -- Valentis International Group ('Valentis') recently engaged OGGI EQUITY, the European private equity consultancy and financial firm, to consult, advise, and guide Valentis on strategic planning in equity, corporate compliance, stock market goals, European development, and other expansion or focus areas.

RED DEER, Alberta, March 7, 2019 (SEND2PRESS NEWSWIRE) -- Anow, developer of appraisal firm management software that simplifies the way real estate appraisers manage their businesses, today announced appraiser productivity and appraisal quality integrations with Veros Real Estate Solutions (Veros(r)), a leading developer of enterprise risk management, collateral valuation and predictive analytics services.

PROVO, Utah, March 7, 2019 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced that Logan County, Illinois, is the 1,900th jurisdiction to join Simplifile's e-recording network.

AVON, Conn., March 7, 2019 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC ("Paragon"), a national multi-line specialty Program Manager based in Avon, Conn., today announced a definitive agreement to move their public entity program to a new A+ XV insurance carrier.

MACON, Ga., March 6, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware, provider of the leading automated compensation and sales performance management platform for mortgage lenders, today announced that it will exhibit at Ellie Mae Experience 2019, which will be held March 10-13, 2019, at Moscone West in San Francisco, California. This year's conference theme, "Driving Innovation Home," encourages attendees to learn about the latest technologies defining the mortgage industry.

ATHENS, Ga., March 6, 2019 (SEND2PRESS NEWSWIRE) -- FormFree(R) announced it will help kick off Ellie Mae's (NYSE: ELLI) annual user conference, Ellie Mae Experience 2019, as a sponsor of the event's welcome reception and "wine tasting tour" on Monday, March 11. Ellie Mae Experience 2019 takes place March 10-13 at the Moscone Center in San Francisco.

SAN DIEGO, Calif., March 6, 2019 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, is pleased to announce the expansion of its business development team in the Los Angeles market with the hiring of two seasoned banking professionals to support the company's continued growth and expansion in the Southern California region.

PEARL RIVER, N.Y., March 5, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced that John Sames has joined the firm's Northeast Region leadership team in the new position of Director of Operations and Sales.

NORWALK, Conn., March 5, 2019 (SEND2PRESS NEWSWIRE) -- After, Inc., a global leader in the warranty services industry since 2005, announced today that it will launch QuickReg, its next-generation registration tool, at the Warranty Chain Management Conference next week.

SALT LAKE CITY, Utah, March 4, 2019 (SEND2PRESS NEWSWIRE) -- TRK Connection (TRK), a leading provider of mortgage quality control (QC) and origination management solutions, announced today it has hired Chris Bruner, CMB, AMP, as Senior Vice President of National Sales.

SAN FRANCISCO, Calif. and HOUSTON, Texas, March 4, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it will sponsor the International Supply Chain Protection Organization (ISCPO) Annual Conference on March 6 and March 7 at the 7-Eleven Store Support Center in Irving, Texas.

EDMOND, Okla., and LANSDALE, Pa., March 1, 2019 (SEND2PRESS NEWSWIRE) -- NEXT Mortgage Events LLC, creator NEXT women's mortgage tech summit and Global DMS, a leading provider of cloud-based valuation management software, have announced that they partnered to create a fundraising event that raised over $2,700 for Girls Inc. of Tarrant County.

COLUMBUS, Ohio, Feb. 28, 2019 (SEND2PRESS NEWSWIRE) -- Matic, the digital homeowners insurance marketplace built for mortgage servicers and lenders, announced that it has successfully completed a Service Organization Control (SOC) 2 Type II audit. Conducted by IS Partners, LLC, a globally recognized certified public accounting firm, the audit verifies that Matic's information security practices.

SALT LAKE CITY, Utah, Feb. 28, 2019 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has been named to National Mortgage Professional magazine's inaugural list of Top Mortgage Employers in the Service Providers category. IDS was one of only 10 service providers to be recognized on this year's list.

STUART, Fla., Feb. 28, 2019 (SEND2PRESS NEWSWIRE) -- SFS Tax Problem Solutions Press announces the release of the second book in the Now What, Help! series, "Now What? The IRS is Taking Everything I Own. Help!" by Jeffrey Schneider, an Enrolled Agent, Certified Tax Resolution Specialist, Advanced Crypto Tax Expert and a National Tax Practice Institute Fellow.

SAN FRANCISCO, Calif., Feb. 28, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Alexander Brown (Environmental), DeAnna Buck (Captives), Alexandra Forcucci (Real Estate), Maron Impagliazzo (Transportation), Matt Sears (Employee Benefits), and Neil Slattery (Retail) have been recognized as 2019 Power Brokers(R) by Risk & Insurance(R) magazine. Lawrence Kirshner (Employee Benefits) and Laura Tesoriero (Retail) were named as finalists.

NEW YORK, N.Y., Feb. 28, 2019 (SEND2PRESS NEWSWIRE) -- With uncertainty building in the economy, the New York City Innovation Collective (NYCIC) is inviting industry leaders to discuss potential risks of economic instability on the tech sector and what can be done to mitigate its impact on innovation and entrepreneurship.

COLUMBUS, Ohio, Feb. 26, 2019 (SEND2PRESS NEWSWIRE) -- SafeChain, the industry leader in wire fraud prevention software and blockchain implementation for land title, announced today that Cottonwood Title Insurance Agency, Inc., one of the largest independent title agencies in Utah, has adopted SafeWire(TM) to protect the wire transactions facilitated by its agents across the Wasatch Front.

SAN FRANCISCO and IRVINE, Calif., Feb. 26, 2019 (SEND2PRESS NEWSWIRE) -- PowerGuard Specialty Insurance Services - a renewable energy program manager based in the United States - announced today the availability of a unique, first of its kind, insured full-system warranty for residential solar installations, including solar panels, wiring/leads and inverters.

BERKELEY, Calif., Feb. 26, 2019 (SEND2PRESS NEWSWIRE) -- Multi-signature transaction authorization has become more secure and more convenient, thanks to Base Zero's handheld signer devices. The devices work in combination with flexible security software that smoothly integrates with existing financial systems. Base Zero institutional crypto custody enables offline safekeeping of client crypto assets while maintaining 24/7 real-time asset access and transaction capability.

SALT LAKE CITY, Utah, Feb. 25, 2019 (SEND2PRESS NEWSWIRE) -- TRK Connection (TRK), a leading provider of mortgage quality control (QC) and origination management solutions, announced that its flagship mortgage QC audit platform Insight Risk & Defect Management (RDM) is now available through the Ellie Mae Encompass Digital Lending Platform via Ellie Mae's Encompass Partner Connect APIs.

KANSAS CITY, Mo., Feb. 22, 2019 (SEND2PRESS NEWSWIRE) -- United Fidelity Funding Corp. (UFF), a rapidly growing national mortgage banker, announced that it was designated a Top Mortgage Employer for 2019 by National Mortgage Professional (NMP) magazine.

RANCHO SANTA MARGARITA, Calif., Feb. 20, 2019 (SEND2PRESS NEWSWIRE) -- Quandis, Inc., a leading default management mortgage technology provider, announced that it incorporated functionality into its Military Search service that empowers clients with the ability to easily customize real-time monitoring data analysis that is more explicit and inclusive in nature, returning the most granular searches in the industry for active military personnel along with detailed reporting.

ATHENS, Ga., Feb. 21, 2019 (SEND2PRESS NEWSWIRE) -- FormFree has been named to Mortgage Professional America's (MPA) list of Top Mortgage Workplaces. MPA's inaugural awards program recognized 32 of the best employers in the mortgage industry, which included a mix of lenders, brokers, appraisal management companies and technology vendors.

MACON, Ga., Feb. 21, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware, provider of the leading automated compensation and sales performance management platform for mortgage lenders, today announced that the company has been named a top mortgage workplace by two industry trade publications.

PROVO, Utah, Feb. 21, 2019 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced that it has garnered a spot on the inaugural Top Mortgage Workplace list, sponsored by industry trade publication Mortgage Professional America (MPA).

SAN DIEGO, Calif., Feb. 19, 2019 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that the 2018 STRATMOR Technology Insight Study rated MCT as the leader in overall satisfaction, lender loyalty, and functionality effectiveness in the production pipeline hedging industry, according to survey respondents.

COLUMBUS, Ohio, Feb. 19, 2019 (SEND2PRESS NEWSWIRE) -- Nationwide tax specialty firm KBKG recently promoted John W. Hanning to Principal. John leads a team of engineers and specialists based out of the firm's Atlanta office that services both the Midwest and Southeast region that stretches from Ohio to Florida.

HOUSTON, Texas and SAN FRANCISCO, Calif., Feb. 19, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Nikki Howes has joined the firm's Energy and Marine Practice, within its Property and Casualty operations, as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

WEST PALM BEACH, Fla., Feb. 21, 2019 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced it has completed an integration with Continuity Programs, Inc.'s cloud-based MyCRMDashboard.com customer relationship management (CRM) software.

SAN FRANCISCO, Calif. and HOUSTON, Texas, Feb. 19, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants ("EPIC") announced today that Jose Palmer has joined the firm's Energy and Marine Practice, within its Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

NEW YORK, N.Y., Feb. 15, 2019 (SEND2PRESS NEWSWIRE) -- Scrolling through the Instagram feeds of famous celebrities might lead to the belief that stars never experience the same travel mishaps that ordinary travelers do. According to Travelinsurance.com, we have more in common with famous jet-setters than we realize, in that celebrities face the same travel troubles that can derail anyone's vacation.

ADDISON, Texas, Feb. 15, 2019 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. announced today that CEO Jeff Bode has been named one of MReport's 2019 "The Top 25 Industry Leaders & Influencers." As MReport Editor-in-Chief Rachel Williams noted in the December 6 announcement regarding the awards program, "MReport's Top 25 Industry Leaders list celebrates individuals whose unique perspectives are strengthening the industry's future."

TORRANCE, Calif., Feb. 14, 2019 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that MReport magazine has named company president and CEO Dominic Iannitti one of its Top 25 Industry Leaders & Influencers for 2019.

ATLANTA, Ga., Feb. 12, 2019 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today announced the appointment of retirement plan consultant Mary Shah as its newest principal. Shah's promotion recognizes a track record of outstanding client service delivery and business development contributions since joining SBA.

NORWALK, Conn., Feb. 11, 2019 (SEND2PRESS NEWSWIRE) -- After, Inc., the global leader Warranty Analytics Solutions since 2005, will be a major participant in the Field Service Medical Conference on February 25-27, 2019. The company announced today that it plans to introduce a powerful suite of optimization solutions at the conference, designed specifically for Medical Device & Medical Equipment manufacturers, to help reduce the costs and customer satisfaction impacts of unplanned service repairs.

SAN DIEGO, Calif., Feb. 11, 2019 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL) announced quarterly net income of $2.0 million for the fourth quarter of 2018, compared to $875 thousand in the third quarter of 2018 and $1.1 million for the fourth quarter of 2017. For the year ended December 31, 2018, net income was $5.3 million compared to $4.0 million for the year ended December 31, 2017.

MACON, Ga., Feb. 8, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware, provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, announced today that American Financial Network, Inc. (AFN), a mortgage lender with more than 125 branches nationwide, has adopted CompenSafe to manage loan originator (LO) compensation plans with greater efficiency and transparency.

SALT LAKE CITY, Utah, Feb. 8, 2019 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it completed 139 updates to its flagship mortgage document preparation platform idsDoc in 2018. These updates were made in response to regulatory, client and investor directives.

RED DEER, Alberta and WASHINGTON, D.C., Feb. 7, 2019 (SEND2PRESS NEWSWIRE) -- Anow, creator of the leading software for real estate appraisal offices, today announced a partnership with the American Society of Appraisers (ASA) that gives members a significant discount off Anow's core appraisal office management platform and early access to the tech firm's cutting-edge products currently in development.

SAN DIEGO, Calif., Feb. 6, 2019 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has expanded its business development team with the appointment of Scott Yates as Group Managing Director of Branch Sales and Deposit Origination.

POMPANO BEACH, Fla., Feb. 5, 2019 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, announced that it was named among National Mortgage Professional (NMP) magazine's annual Top 100 Mortgage Employers list for 2019. This is the third consecutive year the company has been recognized with this distinction.

COLUMBUS, Ohio, and EVANSTON, Ill., Feb. 4, 2019 (SEND2PRESS NEWSWIRE) -- SafeChain, the industry leader in wire fraud prevention software and blockchain implementation for land title, announced today that it has integrated bank data from Accuity, the leading provider of financial crime compliance, payments and Know Your Customer (KYC) solutions, to enhance the security of real estate transactions.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 4, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Holdings, Inc. ('EPIC') today announced the closing of EPIC's acquisition of Integro Holdings Inc. (substantially all of the U.S. operations of Integro Group Holdings). Please see our press release issued on December 17, 2018 that follows for more details and comments on the transaction.

NASHVILLE, Tenn., Feb. 4, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants ('EPIC'), a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of insurance industry veteran Scott Davis as President of EPIC's National Specialty Practice Group. Davis joins EPIC effective February 5, 2019 and will be based in the firm's Nashville office.

PHOENIX, Ariz., Jan. 31, 2019 (SEND2PRESS NEWSWIRE) -- RestaurantOwner.com has released the report of their 2019 Independent Restaurant Outlook Survey. This is the third consecutive Outlook Report which summarizes input gathered from over 700 independent restaurant owners and operators regarding their 2018 financial performance, as well as their optimism about 2019.

MACON, Ga., Jan. 31, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware, provider of the leading automated compensation and sales performance management platform for mortgage lenders, today announced that it has completed a partial integration of its compensation platform CompenSafe(TM) with SimpleNexus's enterprise digital mortgage solution. As a result, LOs will be able to receive real-time push notifications on calculated loan commissions directly through the SimpleNexus app.

WEST PALM BEACH, Fla., Jan. 30, 2019 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that it was selected as a 2019 Top Mortgage Employer by National Mortgage Professional (NMP) magazine for the third straight year.