Tag: Finance

IRVINE, Calif., Dec. 4, 2018 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage software, today announced that CEO Michael Schreck is a recipient of HousingWire's 2018 HW Vanguard Award. Now in its fourth year, the Vanguard Awards spotlight the housing finance industry's most successful and influential executives.

AUSTIN, Texas, Dec. 4, 2018 (SEND2PRESS NEWSWIRE) -- Leading mortgage industry management consulting firm Austin, Texas-based Transformational Mortgage Solutions (TMS), today announced that Founder and Chief Transformational Officer David Lykken has been named a 2018 Vanguard Award honoree by HousingWire (HW) magazine.

LOS ANGELES, Calif., Dec. 3, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, Calif., is pleased to announce its continued expansion in Los Angeles with the opening of a new production office in West Los Angeles.

ATLANTA, Ga., Dec. 3, 2018 (SEND2PRESS NEWSWIRE) -- JenCap Holdings LLC (JCH), a specialty insurance business, announced today that it has agreed to acquire privately-held Risk Innovations LLC, a specialty wholesale insurance broker based in Atlanta, Georgia. Financial terms were not disclosed.

LOS ANGELES, Calif., Dec. 3, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Quality Management and Research, LLC (MQMR) announced today that its President Michael Steer has been recognized by HousingWire magazine in its fourth annual HW Vanguard Awards(TM) program. Steer was honored for his efforts in building a diverse workforce and establishing a strong corporate culture that values employee feedback and community service.

MACON, Ga., Dec. 3, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware, provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, announced today that company Founder and CEO Lori Brewer is a recipient of HousingWire's 2018 HW Vanguard Award.

NEWPORT BEACH, Calif., Dec. 3, 2018 (SEND2PRESS NEWSWIRE) -- NotaryCam, the leader in online notarization and original provider of mortgage eClosing solutions, today announced that its Founder and CEO Rick Triola has been named a 2018 Vanguard by HousingWire magazine as part of its fourth annual HW Vanguards Awards program. In the magazine's profile on Triola, the HousingWire editorial staff noted Triola's role as a "pioneer in the field of digital mortgages."

ATHENS, Ga., Dec. 3, 2018 (SEND2PRESS NEWSWIRE) -- FormFree announced today that Faith Schwartz, a member of FormFree's board of directors and the company's acting president, has been honored with HousingWire's 2018 HW Vanguard Award in recognition of her career contributions to the housing finance industry.

HOUSTON, Texas, Nov. 30, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Senior Risk Control Consultant Chuck Simpson will present at OSHA Oil & Gas Safety and Health Conference on Tues., Dec. 4 at 3 p.m. at the Hilton Americas in Houston, Texas.

ONTARIO, Calif., Nov. 28, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as a 2018 Broker of Excellence by The California Association of Mutual Water Companies - Joint Powers Risk & Insurance Management Authority (CalMutuals-JPRIMA).

STUART, Fla., Nov. 27, 2018 (SEND2PRESS NEWSWIRE) -- Jeffrey Schneider, EA, CTRS, NTPIF, ACT-E of SFS Tax & Accounting Services and SFS Tax Problem Solutions in Stuart, Florida, a tax preparation and tax resolution firm, has received the Advanced Crypto Tax Expert designation (ACT-E).

SAN FRANCISCO, Calif., Nov. 27, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the purchase of a retail wine industry book of business from Managing General Agency (MGA) Paragon Insurance Holdings LLC. The accounts in question came to Paragon in the fall of 2017 when they acquired wine industry specialist John Sutak Insurance Brokers, along with two winery programs from the Argo Group.

IRVINE, Calif., Nov. 27, 2018 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage software, today announced that mortgage industry veteran James Vinci has been selected to fill the firm's newly created executive vice president of technology position. In this role, Vinci will execute Cloudvirga's technical vision, oversee initiatives to strengthen developer talent and collaborate across departments to scale technical initiatives to the company's explosive growth.

SAN FRANCISCO, Calif., Nov. 27, 2018 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC today announced the sale of the firm's direct retail wine industry business to retail insurance broker EPIC Insurance Brokers & Consultants. The accounts in question came to Paragon in the fall of 2017 when they purchased wine industry specialist John Sutak Insurance Brokers, along with two winery programs from the Argo Group.

MACON, Ga., Nov. 27, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware, the leading provider of automated incentive compensation and sales performance management software for mortgage lenders, today announced the appointment of Mari Denton as director of client success. An experienced finance professional, Denton has spent the last decade of her career in senior roles at some of the nation's largest banks and independent mortgage lenders.

BOSTON, Mass. /Massachusetts Newswire/ -- Bindable, an insurance technology company whose goal is to transform the affinity distribution of insurance, today announced an investment from EPIC Holdings, the corporate parent overseeing investments across the entire EPIC platform, including EPIC Insurance Brokers & Consultants, and a Wafra advised fund, in conjunction with Motive Partners, a global private equity firm focused on investing in financial technology companies.

NEW YORK, N.Y., Nov. 26, 2018 (SEND2PRESS NEWSWIRE) -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Michael Power has joined the firm's operations in New York as a Principal.

SAN DIEGO, Calif., Nov. 26, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Juliana Rowland as Managing Director in Orange County. She will be responsible for cultivating new client relationships for the Bank with a focus on Orange County's business community.

NEW YORK, N.Y., Nov. 19, 2018 (SEND2PRESS NEWSWIRE) -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Tandis Nili has joined the firm's operations in New York as Senior Vice President and leader of the Global Services Division. Nili is based in Frenkel's New York, NY office at 350 Hudson Street and reports to John F. Kelly, President and CEO of Frenkel & Company.

SAN DIEGO, Calif., Nov. 16, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Rhiannon Bolen has joined the company's sales team as one of its Regional Sales Managers and will be responsible for overseeing the Southern territory.

COLUMBUS, Ohio, Nov. 15, 2018 (SEND2PRESS NEWSWIRE) -- SafeChain, the industry leader in wire fraud prevention software for land title, announced today it has added blockchain to its wire fraud prevention platform SafeWire, making the company the first in the industry to do so. The addition of blockchain to SafeWire provides increased security for real estate wire transactions by ensuring fraudsters cannot tamper with wiring instructions undetected.

PHOENIX, Ariz., Nov. 15, 2018 (SEND2PRESS NEWSWIRE) -- RestaurantOwner.com has released the report of their 2018 Cost to Open a Restaurant Survey. The report summarizes input gathered from over 350 independent restaurant owners and operators regarding their startup costs as well as their financial performance.

IRVINE, Calif., Nov. 14, 2018 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage software, today announced the appointment of Jesse Decker to the role of chief customer success officer. Decker will lead the company's customer success division and work collaboratively with its product development and marketing teams to help leading mortgage lenders leverage the full potential of Cloudvirga's revolutionary point-of-sale (POS) products.

NEW YORK, N.Y., Nov. 14, 2018 (SEND2PRESS NEWSWIRE) -- A new survey conducted by travel insurance comparison site TravelInsurance.com found that even though travelers are concerned with travel disruptions and many have experienced mishaps while on vacation, fewer than half of those surveyed have purchased travel insurance. Of those who didn't purchase travel insurance, only a third even considered it.

SAN DIEGO, Calif., Nov. 13, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced quarterly net income of $874,988 for the third quarter of 2018, compared to $1,088,043 for the third quarter of 2017. For the nine months ended September 30, 2018, net income was $3,253,441, compared to $2,830,295 for the nine months ended September 30, 2017. Results for the quarter and nine months ended Sept. 30, 2018, include approximately $1.2 million and $1.6 million, respectively, in expenses related to the acquisition of Americas United Bank (OTC Pink: AUNB), which was completed on July 31, 2018.

PROVO, Utah, Nov. 13, 2018 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced that Vice President of Strategic Planning Nancy Alley was recognized by National Mortgage Professional Magazine on its 2018 list of Mortgage Banking's Most Powerful Women.

COLUMBUS, Ohio, Nov. 12, 2018 (SEND2PRESS NEWSWIRE) -- Matic, a digital insurance agency whose technology enables borrowers to purchase homeowner's insurance during the mortgage transaction, has been named one of Central Ohio's top employers by Columbus Business First.

HOUSTON, Texas, Nov. 8, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that HR Solutions Associate Consultant Danielle Reed has been appointed to the Board of Directors of the Texas Payroll Conference (TPC).

STUART, Fla., Nov. 8, 2018 (SEND2PRESS NEWSWIRE) -- Stuart Enrolled Agent and Certified Tax Resolution Specialist, Jeffrey Schneider of SFS Tax Problem Solutions was chosen by the American Society of Tax Problem Solvers (ASTPS) as the 2018 Top Practitioner.

SALT LAKE CITY, Utah, Nov. 9, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has promoted two employees to provide additional support in mission-critical areas of the organization. Former Manager of Implementation Clint Salisbury has moved to the Sales and Marketing team, and Travis Carroll, who previously worked on IDS's Integrations team, has moved into Salisbury's role as head of the Implementation department.

PROVO, Utah, Nov. 8, 2018 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that 30 additional recording jurisdictions located in nine states throughout the Northeastern and Mid-Atlantic U.S. have joined Simplifile's e-recording network.

NEWPORT BEACH, Calif., Nov. 9, 2018 (SEND2PRESS NEWSWIRE) -- NotaryCam today announced it would offer free remote online notarization (RON) sessions to United States veterans and current service members in honor of Veterans Day as part of its semi-annual "Help a Hero" initiative. From Nov. 9-12, active duty and retired service members can connect to a live notary public via NotaryCam's secure virtual signing room to legally notarize, sign and execute documents and agreements online from anywhere in the world.

SAN DIEGO, Calif., Nov. 7, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it is incorporating the company's patent-pending geocoding technology into its Bid Auction Manager(TM) (BAM) whole loan trading platform in order to shield borrower addresses from being shared with non-buying entities throughout the whole loan bidding process.

ATLANTA, Ga., Nov. 7, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Benefits Strategy Consultant Suzannah Gill has been accepted to join the rigorous Health Rosetta Certified Benefit Advisor program.

BOSTON, Mass./Massachusetts Newswire/ -- Ndex Systems today announced the launch of a major enhancement in its ability to generate consolidated reports for portfolios that include indexed annuities and insurance accounts.

HOUSTON, Texas, Nov. 6, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Construction Industry risk management specialist Trish Drew is among the presenters at this year's annual Construction Risk Management Conference, presented by the International Risk Management Institute (IRMI), currently taking place in Houston, Texas.

SAN FRANCISCO, Calif. and HOUSTON, Texas, Nov, 6, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that veteran communications professional Bob Simpson has joined the firm as Director, Communications and Engagement (C&E) to lead EPIC's C&E practice nationally.

ADDISON, Texas, Nov. 2, 2018 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today that Chief Operating Officer Kara Lamphere was named to National Mortgage Professional (NMP) magazine's 2018 list of Mortgage Banking's Most Powerful Women.

MACON, Ga., Nov. 2, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware, the leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced today that it has been named to MReport's inaugural list of the Top 25 Companies to Work For in mortgage and housing.

NORWALK, Conn., Oct. 31, 2018 (SEND2PRESS NEWSWIRE) -- After, Inc., the global leader in Warranty 2.0 solutions, announced today that it has just released its latest research on the warranty analytics industry. After, Inc.'s white paper, "Warranty Analytics 2.0 - Addressing the Gaps in Current Software Solutions," provides an analysis of the warranty services market, outlines the differences between warranty management and warranty analytics software.

CHALFONT, Pa., Oct. 29, 2018 (SEND2PRESS NEWSWIRE) -- A Pennsylvania-based mortgage company, New Britain Mortgage, LLC, a subsidiary of Merck Sharp & Dohme Federal Credit Union (MSDFCU), is excited to announce that Brian Giardino has joined the firm as CEO.

ANAHEIM, Calif., Oct. 29, 2018 (SEND2PRESS NEWSWIRE) -- Annual CUNA Lending Council Conference -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that QRL Financial Services (QRL), a nationwide provider of residential mortgage lending services for community banks and credit unions, has leveraged its eVault technology to purchase eNotes. The announcement was made during the 24th Annual CUNA Lending Council Conference at the Disneyland Hotel in Anaheim, Calif.

SAN DIEGO, Calif., Oct. 26, 2018 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of technology and training for the reverse mortgage industry, announced today that Vice President of Sales and Marketing Wendy Peel has been honored by National Mortgage Professional (NMP) Magazine as one of Mortgage Banking's Most Powerful Women.

SAN DIEGO, Calif., Oct. 25, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced the upcoming launch of MSRlive!, a powerful web-based platform designed to effectively support lenders' efforts to build, maintain and optimize their servicing portfolios.

MACON, Ga., Oct. 25, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware, the leading provider of automated compensation software and systems integration solutions for mortgage lenders, today announced that company Founder and CEO Lori Brewer has been honored by National Mortgage Professional (NMP) magazine as one of Mortgage Banking's Most Powerful Women.

ATHENS, Ga., Oct. 25, 2018 (SEND2PRESS NEWSWIRE) -- FormFree today announced that National Mortgage Professional (NMP) magazine has named Acting President Faith Schwartz to the publication's inaugural list of Mortgage Banking's Most Powerful Women.

DALLAS, Texas, Oct. 25, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Account Executive Casey Lillis will present at the Globalaw Annual Members Meeting (GLAMM) 2018 on Thurs., Oct. 25 at 11:30 a.m. at the Jackson Walker office in Dallas, Texas.

ORLANDO, Fla., Oct. 23, 2018 (SEND2PRESS NEWSWIRE) -- Auditel Inc. of Florida celebrates 25 years in business. Barbara Clements founded Auditel in February of 1993. "I'm often asked how Auditel started and changed over the years."

SAN FRANCISCO, Calif. and BIRMINGHAM, Ala., Oct. 22, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Senior Client Executive Jeremiah Glassford has been named a 2018 Veteran of Influence by Birmingham Business Journal.

NEWPORT BEACH, Calif., Oct. 22, 2018 (SEND2PRESS NEWSWIRE) -- NotaryCam, leader in online notarization and the original provider of mortgage eClosing solutions, today announced that the company has hired digital mortgage specialist Kelly Purcell as Executive Vice President of Marketing and Business Development.

ATLANTA, Ga., Oct. 22, 2018 (SEND2PRESS NEWSWIRE) -- McWhirter Realty Partners, a comprehensive real estate services firm offering brokerage, asset management, property management, development and advisory services, today announced it has hired Susan C. Dorr as Chief Operating Officer.

SAN FRANCISCO and SACRAMENTO, Calif., Oct. 16, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that insurance industry veteran Kevin Harnetiaux has joined the firm as Senior Vice president and Chief Operating Officer of EPIC's Sacramento Region, including Sacramento, Calif., Gold River, Calif., and Reno, Nev.

COLUMBIA, Md., Oct. 16, 2018 (SEND2PRESS NEWSWIRE) -- Intelligent Fiscal Optimal Solutions(R) (iFOS) Managing Consultants, LLC is pleased to announce the notification of a multi-year award to provide Freedom of Information Act (FOIA) services for the Office of the Assistant Secretary of Defense for Public Affairs located in Washington, D.C.

PITTSBURGH, Pa., Oct. 15, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been recognized by their team members in Pittsburgh as one of the city's 2018 Best Places to Work in a survey conducted annually by the Pittsburgh Business Times.

NEW YORK, N.Y., Oct. 15, 2018 (SEND2PRESS NEWSWIRE) -- For the best prices and travel options, October is an ideal time to book your holiday travel, whether it's a family gathering for Thanksgiving or a ski trip around Christmas break, according to TravelInsurance.com. It's a great time to take advantage of deals, which become harder to come by closer to the intended travel date.

IRVINE, Calif., Oct. 15, 2018 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage software, today announced that full-service mortgage lender Thrive Mortgage LLC (formerly Georgetown Mortgage) is deploying Cloudvirga digital mortgage technology to loan officers across its more than 50 branch locations nationwide. The lender expects 70 percent of its loan production will be powered by Cloudvirga technology by the end of the quarter.

ATHENS, Ga., Oct. 15, 2018 (SEND2PRESS NEWSWIRE) -- Freddie Mac has named FormFree a designated third-party service provider for automated income and asset assessment capabilities. The announcement came as the GSE unveiled new enhancements to Loan Advisor(SM) at the Mortgage Bankers Association's Annual Convention and Expo in Washington, D.C.

SAN DIEGO, Calif., Oct. 15, 2018 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced it is partnering with leading mortgage industry advisory firm STRATMOR Group to develop the first-ever HECM borrower satisfaction benchmark as part of STRATMOR's MortgageSAT Borrower Satisfaction Program.

WASHINGTON, D.C., Oct. 15, 2018 (SEND2PRESS NEWSWIRE) -- Secure Insight, a New Jersey-based data intelligence and vendor management firm, announced today at the MBA's Annual Convention and Expo that it teamed with DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, to develop and host an online training program.

IRVINE, Calif., Oct. 12, 2018 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage software, announced that it has been selected to demo its recently launched Mobile POS at the Mortgage Bankers Association's Annual Conference & Expo 2018, taking place October 14-17 at the Walter E. Washington Convention Center in downtown Washington, D.C.

ATHENS, Ga., Oct. 12, 2018 (SEND2PRESS NEWSWIRE) -- Automated verification provider FormFree has partnered with LoanBeam, the leader in automated income extraction and calculation, to make it easy for mortgage lenders to solve two of their toughest underwriting challenges: collecting digital borrower financial data directly from the source and calculating qualified income with accuracy, consistency and efficiency.

DALLAS, Texas, Oct. 12, 2018 (SEND2PRESS NEWSWIRE) -- Ainsworth Advisors, LLC, a group of veteran mortgage industry leaders offering strategic and tactical advice, helping improve efficiencies and developing strong leadership teams for world-class mortgage lending businesses, today announced it has deepened its bench strength with unparalleled expertise in key operations and planning areas.

NEW YORK and SAN FRANCISCO, Calif., Oct. 11, 2018 (SEND2PRESS NEWSWIRE) -- Total Management Corporation (TMC) and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that EPIC has acquired the assets, employees and operations of TMC.

WEST PALM BEACH, Fla., Oct. 10, 2018 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced the release of a RESTful API suite designed to offer its customers an easier, more cost effective and secure standardized solution to enable rich and deep direct interactions with their system of record from third party and home grown systems.

ADDISON, Texas, Oct. 10, 2018 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode announced the firm has retained Pam Misner as Underwriting Manager. With nearly 30 years of mortgage expertise, Misner will direct Mid America's mortgage loan underwriting and collaborating on the expansion of origination and production teams for Mid America's West Coast branches.