Tag: Finance

PROVO, Utah, Oct. 4, 2018 (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 facilitated the first e-recording transaction in the state of West Virginia. The transaction was completed on Friday, Aug. 24 in Monongalia County, W. Va., which is the first recording jurisdiction in the state to begin e-recording land documents.

SALT LAKE CITY, Utah, Oct. 3, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has built a brand new interface with mortgage loan origination and servicing technology provider MortgageFlex Systems that operates on the MISMO Version 3.3 data standard.

DALLAS, Texas, Oct. 2, 2018 (SEND2PRESS NEWSWIRE) -- FinKube, a company that provides AI-powered Platform-as-a-Service solutions for a range of industries, announced today that the company will offer a free webinar featuring Plaid Inc. - a financial technology platform that powers modern, digital financial services.

MACON, Ga., Oct. 2, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware, the leading provider of automated compensation software and systems integration solutions for mortgage lenders announced its fiscal sponsorship of the Greater Macon Chamber of Commerce's Young Entrepreneurs Academy (YEA!), an innovative program that transforms local middle and high school students into real entrepreneurial successes.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Sept. 27, 2018 (SEND2PRESS NEWSWIRE) -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Joseph Ferber has joined the firm's operations in New York as a Principal.

WEST PALM BEACH, Fla., Sept. 27, 2018 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that it hired Mark Michel, an industry veteran in enterprise-level mortgage technology systems.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Sept. 27, 2018 (SEND2PRESS NEWSWIRE) -- Frenkel Benefits - an EPIC Company announced today that employee benefits, risk management and insurance professional Nicholas Tunno has joined the firm in New York as a Principal.

NEWPORT BEACH, Calif., Sept. 27, 2018 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, and NotaryCam, the leader in online notarization solutions, announced an integration that eliminates the need to wet-sign loan documents in the physical presence of a notary by allowing loan documents to be quickly and compliantly eNotarized online.

EDMOND, Okla., Sept. 27, 2018 (SEND2PRESS NEWSWIRE) -- NEXT Mortgage Events LLC, a creator of events for women mortgage executives, has announced the selection of the NEXT Advisory Board, a group of eight top mortgage industry executives. NEXT Advisory Board members were selected to advise event organizers on content, assuring that all sessions continue to address the needs of women executives at mortgage lending institutions and GSEs.

SAN DIEGO, Calif., Sept. 27, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has implemented multi-factor authentication (MFA) security protocols, which require multiple methods to verify a user's identity for logins and transactions.

WEST HOLLYWOOD, Calif., Sept. 26, 2018 (SEND2PRESS NEWSWIRE) -- In today's hyper competitive mortgage market with increasing competition from internet companies, Roger Mansourian has formed a new partnership and mortgage company - Vantage Home Loans - that specifically targets and caters to the creative financing needs of investors, small business owners, and luxury homeowners seeking a strong mortgage offering in California and Washington.

NEW YORK, N.Y. and SAN FRANCISCO, Calif., Sept, 26, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Iron Cove, a division of EPIC, was named Best US Insurance Provider by Hedgeweek, a Global Fund Media publication, which reaches over 98,000 financial services executives globally.

SALT LAKE CITY, Utah, Sept. 25, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has completed modifications to its flagship mortgage document preparation platform idsDoc related to TRID 2.0. Updates were also made to the LE/CD and Totals pages within idsDoc, as well as the 1003 and Construction Lending sections.

PROVO, Utah, Sept. 25, 2018 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that 29 additional recording jurisdictions located in six states throughout the Southeastern U.S. have joined Simplifile's e-recording network.

HOUSTON, Texas, Sept. 20, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Matt Lumelleau has joined the firm's Property and Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.

SAN DIEGO, Calif., Sept. 18, 2018 (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 that Helen Johnson has joined the company as Senior Vice President, Loan Administration Manager.

TORRANCE, Calif., Sept. 18, 2018 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced today that Freddie Mac has implemented its SaaS-based eVault technology and SmartREGISTRY platform.

SALT LAKE CITY, Utah, Sept. 17, 2018 (SEND2PRESS NEWSWIRE) -- TRK Connection (TRK), a leading provider of mortgage quality control (QC) and origination management solutions, announced it has enhanced the loan sampling functionality and added predictive analytics to its Insight Risk and Defect Management (RDM) mortgage QC audit platform.

LAS VEGAS, Nev., Sept. 18, 2018 (SEND2PRESS NEWSWIRE) -- FormFree today announced the release of NextGen, a new platform that builds on the company's award-winning AccountChek service. Unveiled from the main stage of Digital Mortgage 2018 in Las Vegas, NextGen increases the precision and ease with which lenders determine their borrowers' ability to pay loans.

POMPANO BEACH, Fla., Sept. 17, 2018 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of technology for loan quality and compliance testing, data validation and analytics, announced the launch of DataSure(TM), a quality control technology that increases data validation accuracy and efficiency, and reduces lenders' data validation task times by 50 percent or more.

SYRACUSE, N.Y., Sept. 17, 2018 (SEND2PRESS NEWSWIRE) -- Cold Chain Capital LLC ("Cold Chain Capital"), a Fayetteville, N.Y.-based private equity firm, announced its launch today. The company focuses on the heating, ventilation, air conditioning and refrigeration industry ("HVACR").

COLUMBUS, Ohio, Sept. 17, 2018 (SEND2PRESS NEWSWIRE) -- SafeChain, the industry leader in wire fraud prevention software for land title, announced today that it will integrate the national ALTA Registry into its real estate wire fraud prevention platform SafeWire. Through the integration, mortgage lenders will be able to search the Registry and verify the identity of title insurance agents and settlement companies, providing an enhanced level of efficiency and security to the real estate transaction.

DENVER, Colo., Sept. 17, 2018 (SEND2PRESS NEWSWIRE) -- Digital mortgage leader Maxwell today announced the release of Maxwell ApplyID, its next generation mortgage loan application and data enrichment API. The new release will enable clients - from brokers to national mortgage lenders - to pre-populate loan application data and develop new customer intelligence capabilities.

LAS VEGAS, Nev., Sept. 17, 2018 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage software, today announced its Cloudvirga Mobile POS, a mobile-first mortgage point-of-sale solution tuned to serve the needs of loan originators and homebuyers in a purchase mortgage market.

IRVINE, Calif., Sept. 17, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Sean Conrad will moderate a wellness panel at IMPACT18 on Wednesday, Sept. 19, 2018 at 8 p.m. at the Aria Resort and Casino in Las Vegas, Nev.

COLUMBUS, Ohio, Sept. 14, 2018 (SEND2PRESS NEWSWIRE) -- SafeChain, the industry leader in wire fraud prevention software for land title, announced today that it was named 2018 Seed Stage Company of the Year by VentureOhio.

MACON, Ga., Sept. 13, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of automated compensation software and systems integration solutions for mortgage lenders, today announced that Arizona-based On Q Financial has selected CompenSafe to manage the numerous compensation plans created for its team of loan originators (LOs) nationwide.

LOS ANGELES, Calif., Sept. 13, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Quality Management and Research, LLC (MQMR) President Michael Steer today advised lenders to adopt a fixed-cost approach to compliance support in the face of margin compression and declining per-loan profits. By investing in a fixed-cost solution for compliance, lenders can better manage their monthly expenses while ensuring they remain compliant, thus avoiding potential financial penalties associated with non-compliance.

NEW YORK, N.Y. and SAN FRANCISCO, Calif., Sept. 13, 2018 (SEND2PRESS NEWSWIRE) -- Vanbridge, LLC, a specialty insurance intermediary, program management, and risk advisory services business, 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 Vanbridge.

SAN DIEGO, Calif., Sept. 11, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that the San Diego Business Journal (SDBJ) named its employee Natalie Arshakian to the 2018 'Next Top Business Leaders Under 40' list. The award program recognizes dynamic, young business leaders and role models who have significantly contributed to San Diego's business climate and the community.

STAMFORD, Conn., Sept. 11, 2018 (SEND2PRESS NEWSWIRE) -- Prevail Consulting, Inc., a leading insurance industry technology and professional services provider, today announced a contract with Tower Insurance to license the Prevail Reinsurance System (PRS) to support Tower's reinsurance operations. Under this new contract, Prevail will install PRS and deliver implementation and professional services.

FORT LAUDERDALE, Fla., Sept. 10, 2018 (SEND2PRESS NEWSWIRE) -- PitBullTax Institute, an educational branch of the well-established IRS Tax Resolution Software, organizes its Second PitBullTax User Conference: "Tax Resolution Expert Program." It will take place on September 20-21-22, 2018 at the Hilton Fort Lauderdale Beach Resort. This conference is designed exclusively for existing and potential users of PitBullTax Software.

SAN DIEGO, Calif., Sept. 10, 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 Ann Torrico as Managing Director in Los Angeles. She will be responsible for expanding Bank of Southern California's market presence by actively seeking new business opportunities in the Greater Los Angeles region with a focus in West Los Angeles and South Bay.

SUGAR LAND, Texas, Sept. 10, 2018 (SEND2PRESS NEWSWIRE) -- MorVest Capital, an industry leader in liquidity and balance sheet advisory services, is the exclusive agent for a $1.8 billion GNMA bulk mortgage servicing portfolio. The seller is an independent mortgage banker providing full reps and warrants. Portfolio characteristics include a 3.45 percent weighted average interest rate,

ATLANTA, Ga., Sept. 7, 2018 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) today announced the appointment of Lesley Posey to the position of benefits consultant. In this role, Posey will provide pension and retiree medical plan sponsors with a full array of actuarial and strategic advisory services, including administration services for defined benefit plans.

SALT LAKE CITY, Utah, Sept. 6, 2018 (SEND2PRESS NEWSWIRE) -- TRK Connection (TRK), a leading provider of mortgage quality control (QC) and origination management solutions, announced it has added functionality to its flagship QC audit platform Insight Risk & Defect Management (RDM) to help lenders digitally manage the reverification process, including eSign and automated bulk document indexing.

ATLANTA, Ga., Sept. 6, 2018 (SEND2PRESS NEWSWIRE) -- Paladin Advisory Services, LLC, is pleased to announce that mortgage loan quality subject matter expert John Gray, CFE, CAMS, has joined its team. Gray will drive Paladin's forensic loan file review programs and enhance its offerings in strategic guidance and training for mortgage lenders.

IRVINE, Calif., Sept. 6, 2018 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage software, today announced the deployment of its Cloudvirga Enterprise POS to all 100 branch locations of American Financial Network (AFN), a privately held mortgage company that employs over 750 loan officers and serves tens of thousands of customers nationwide.

NEW YORK, N.Y., Sept. 6, 2018 (SEND2PRESS NEWSWIRE) -- As one of the first major storms of the year looms over the East Coast, many travelers may be caught off guard if their vacations are impacted, according to TravelInsurance.com. But for those who purchased travel insurance already, many of their trip costs could be covered for travel interruptions or cancellations if directly impacted by Hurricane Florence.

WALNUT CREEK, Calif., Sept. 6, 2018 (SEND2PRESS NEWSWIRE) -- Weeks have passed since the death of the Queen of Soul herself, Aretha Franklin, and the world is still reeling - mainly from the loss of a such a beloved icon, but also from the fact that she seems to have died without a trust, says estate planning attorney Kirsten Howe of Absolute Trust Counsel. Without a will, and without any sort of estate plan in place, where will that $80 million go?

MACON, Ga., Sept. 5, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced that DevOps Manager Lisa Birmingham has been named a 2018 Insiders Award recipient by HousingWire (HW) magazine.

MACON, Ga., Sept. 4, 2018 (SEND2PRESS NEWSWIRE) -- Leading provider of automated compensation software and systems integration solutions for mortgage lenders LBA Ware(TM) today announced that its CEO and Founder Lori Brewer will be speaking on the topic of loan originator motivation at the 2018 MBA Human Resources Symposium at the Renaissance Arlington Captial View outside Washington D.C.

SALT LAKE CITY, Utah, Sept. 4, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today that Implementation Expert Tobias Griffith has been recognized by HousingWire (HW) magazine as a 2018 Insiders Award honoree.

AUSTIN, Texas, Sept. 4, 2018 (SEND2PRESS NEWSWIRE) -- Leading mortgage industry management consulting firm Austin, Texas-based Transformational Mortgage Solutions (TMS), today announced that President and COO Beth Ozenghar has been honored by HousingWire (HW) magazine with the publication's 2018 Insiders Award. This marks the third year the award program has recognized operational all-stars "who do the legwork and make the mortgage industry tick."

NEWPORT BEACH, Calif., Sept. 4, 2018 (SEND2PRESS NEWSWIRE) -- NotaryCam today announced that its Vice President of Finance and Operations, David Kressel, and Director of Notary Operations, Henry Smith, were each named to HousingWire's 2018 HW Insiders Award list of the mortgage industry's unsung heroes.

NORTH TOPSAIL BEACH, N.C., Sept. 4, 2018 (SEND2PRESS NEWSWIRE) -- Medical Practice Consulting Services (MPCS), a leading national group of practice growth consultants offering revenue cycle management services today announce the strategic expansion and opening of their billing operations, with offices at 2000 New River Inlet, Suite 1001.

LOS ANGELES, Calif., Sept. 4, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Quality Management and Research, LLC (MQMR), a leader in mortgage risk management and compliance services, today announced that director of administration Steven Sinn has been named a 2018 Insiders Award(TM) honoree by HousingWire (HW) magazine.

COLUMBUS, Ohio, Sept. 4, 2018 (SEND2PRESS NEWSWIRE) -- SafeChain, the industry leader in wire fraud prevention software for land title, announced today it has successfully facilitated the sale of 36 forfeiture properties via blockchain. The transactions, which were completed on Tuesday in partnership with the auditor's office in Franklin County, Ohio, marks the first instance in the U.S. of a state government using blockchain to legally record the transfer of property deeds.

ATHENS, Ga., Sept. 4, 2018 (SEND2PRESS NEWSWIRE) -- FormFree today announced that its Head of Risk and Compliance, Louann Bernstone, has been named to HousingWire's 2018 HW Insiders Award list of the mortgage industry's most vital, yet little-known contributors.

SAN DIEGO, Calif., Sept. 4, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has named Soly Cangarlu Vice President, Branch Manager. She will be responsible for developing client relationships and expanding the bank's presence in West Los Angeles.

SAN DIEGO, Calif., Aug. 30, 2018 (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 that Laura H. Araluce has joined the company as Vice President, Branch Manager. She will be responsible for growing Bank of Southern California's presence in Orange County.

HOUSTON, Texas, Aug. 29, 2018 (SEND2PRESS NEWSWIRE) -- Whiteflash Inc., specialists in ideal diamonds and fine jewelry, announced today an innovation in jewelry protection having just completed implementation of a ground-breaking program provided by JM Care Plan, Inc., a member of the Jewelers Mutual Group. The plan is the first to be rolled out by an e-commerce company and provides comprehensive jewelry care for three years from the date of purchase.

IRVINE, Calif., Aug. 28, 2018 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform, today announced that Fairway Independent Mortgage Corporation (Fairway) has launched Cloudvirga's digital mortgage platform for consumers and loan officers.

LANSDALE, Pa., Aug. 24, 2018 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of cloud-based valuation management software, announced that Jody Collup has been named to Mortgage Professional America (MPA) magazine's list of Elite Women in Mortgage for 2018. This is the second time that Collup has been honored with the award.

COLUMBIA, Md., Aug. 23, 2018 (SEND2PRESS NEWSWIRE) -- Intelligent Fiscal Optimal Solutions (iFOS) Managing Consultants, LLC is pleased to announce the signing of a blanket purchase agreement (BPA) to provide Grant Program Support Services with the U.S. Department of Transportation (DOT), Office of the Secretary (OST) located in Washington, D.C. The BPA award performance period is authorized for up to five (5) years.

SAN FRANCISCO, Calif., Aug. 22, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has been ranked No. 2746 on Inc. Magazine's 37th annual Inc. 5000, the most prestigious ranking of the nation's fastest-growing private companies.

LEE'S SUMMIT, Mo., Aug. 22, 2018 (SEND2PRESS NEWSWIRE) -- Pendo, a nationwide appraisal management company (AMC), has been named to the Ingram's Corporate 100 list for fastest growing companies in Kansas City and the Inc. 5000 list for fastest growing companies nationally. Both lists recognize companies who have achieved significant revenue growth over a three-year period. This marks Pendo's fifth consecutive year on both lists.

HOUSTON, Texas and NEW YORK, N.Y., Aug. 22, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC's Houston office and New York-based Frenkel & Company - an EPIC Company have received Bronze level recognitions in the American Heart Association's Workplace Health Achievement Index.

SAN DIEGO, Calif., Aug. 22, 2018 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced that it is offering a combination of enhanced software functionality and professional services to help mortgage lenders launch proprietary reverse mortgage products.

AUSTIN, Texas, Aug. 21, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Craig Morelos has joined the firm's Property and Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.

SAN DIEGO, Calif., Aug. 21, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, Calif., announced the addition of three tenured Branch Managers to support the company's recent expansion into Los Angeles County.

DALLAS, Texas, Aug. 21, 2018 (SEND2PRESS NEWSWIRE) -- The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today it has been recognized for a second straight year by Dallas Business Journal as one of its "Best Places to Work." The branch was one of only 100 companies recognized in this year's list.

WASHINGTON, D.C. and SAN FRANCISCO, Calif., Aug. 21, 2018 (SEND2PRESS NEWSWIRE) -- The American Council of Engineering Companies Business Insurance Trust (BIT) and Greyling/EPIC Insurance Brokers & Consultants announced today leadership changes within the Trust as well as new Trustee appointments. Current Trustees Robin S. Greenleaf, P.E., LEED AP, Robert A. Overfield, P.E., and Michael D. Klingner, P.E. have assumed new leadership roles for the ACEC BIT.

AUSTIN, Texas, Aug. 21, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Sam Siddons has joined the firm's Property & Casualty practice as a Principal, reporting to EPIC Managing Principal and Director Southwest Region, KJ Wagner.

NEW YORK, N.Y., Aug. 21, 2018 (SEND2PRESS NEWSWIRE) -- The members and employees of Klingenstein Fields Wealth Advisors are deeply saddened by the passing of John Klingenstein, one of our founding members and a Principal of the firm.