Tag: Finance

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.

SAN DIEGO, Calif., Jan. 30, 2019 (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 John Chung as Group Managing Director of Business Banking. He will be responsible for leading the team's impact of meeting the banking needs of small to medium sized businesses throughout Southern California.

HADDONFIELD, N.J., Jan. 29, 2019 (SEND2PRESS NEWSWIRE) -- Advanced Mediation Solutions (AMS) and Princeton Financial Group are pleased to announce that they have teamed up to handle divorces for high net worth couples in New Jersey, New York, and Pennsylvania.

PROVO, Utah and CARSON City, Nev., Jan. 30, 2019 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced that Mineral County, Nev., has adopted its e-recording service.

ATHENS, Ga., Jan. 30, 2019 (SEND2PRESS NEWSWIRE) -- FormFree today announced that Acting President Faith Schwartz will kick off the upcoming NEXT mortgage technology summit for women, which will take place February 7-8, 2019, at Hotel ZaZa in Dallas, Texas. Schwartz's address, "Winning in a Transitional Market," will take place on Thursday, February 7, from 8:20-8:50 a.m. CT on the event's main stage.

BIRMINGHAM, Ala., Jan. 29, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of Construction Risk Services Jim Williford and Principal Wilson Long will present at International Roofing Expo on Monday, Feb. 11 at 7:45 a.m. at Music City Center in Nashville, Tenn.

IRVINE, Calif., Jan. 29, 2019 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage software, today announced that company Co-founder Kyle Kamrooz has been named to National Mortgage Professional (NMP) magazine's list of the 40 most influential mortgage professionals under 40 for the second year in a row.

COLUMBUS, Ohio, Jan. 29, 2019 (SEND2PRESS NEWSWIRE) -- SafeChain, the industry leader in wire fraud prevention software and blockchain implementation for land title, announced today that Providence Title, one of the largest independent title companies in Texas, has expanded its deployment of SafeWire to include all 25 offices throughout the state. Moving forward, Providence Title's network of agents will use SafeWire to verify the identities of transaction participants, authenticate bank account ownership as well as securely store and transmit wiring instructions.

NEWPORT BEACH, Calif., Jan. 29, 2019 (SEND2PRESS NEWSWIRE) -- NotaryCam, the pioneering and market leader in remote online notarization and mortgage eClosing solutions, today announced that East Texas Title has executed its first remote online closing (ROC(TM)) in Texas since the state's remote online notarization law went into effect. The transaction, which was executed using NotaryCam's eClose360 eClosing platform, was performed on behalf of a couple currently located in Colorado and selling their property in Longview, Texas.

SAN FRANCISCO and SACRAMENTO, Calif., Jan. 28, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today it will sponsor the Generations Family Business Conference on Feb. 11-12 at the Sacramento Convention Center in Sacramento, Calif.

IRVINE, Calif., Jan. 24, 2019 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage software, closed the books on 2018 with a 54 percent year-over-year increase in mortgage loan volume processed through its intelligent Mortgage Platform(TM). The strong 2018 results topped a long list of achievements.

COLUMBUS, Ohio, Jan. 24, 2019 (SEND2PRESS NEWSWIRE) -- Matic, the digital homeowners insurance marketplace built for mortgage servicers and lenders, reduced homeowners' monthly mortgage costs an average of 5.5 percent in 2018 by delivering average per-household homeowners insurance savings of $517. The announcement comes on the heels of a year marked by rapid growth for Matic, which helped homeowners identify $124 million in savings over the course of quoting homeowners insurance for over $180 billion worth of residential real estate.

RED DEER, Alberta, Jan. 22, 2019 (SEND2PRESS NEWSWIRE) -- Anow, the appraisal firm management software developer that simplifies the way real estate appraisers manage their businesses, today announced a partnership that makes its powerful appraisal technology platform available to members of the Business Association of Real Estate Appraisers (BAREA).

NEW YORK, N.Y., Jan. 22, 2019 (SEND2PRESS NEWSWIRE) -- JenCap Holdings LLC (JCH), a specialty insurance business, announced that Mark P. Maher has been promoted to Chief Operating Officer and that David Nielsen had recently joined the firm as Corporate Chief Financial Officer.

ATHENS, Ga., Jan. 22, 2019 (SEND2PRESS NEWSWIRE) -- After a banner 2018 that included new partnerships, a product launch and several industry accolades, automated verification provider FormFree anticipates continued growth and innovation in 2019 thanks in part to an expanded focus on serving the needs of independent mortgage brokers.

AUSTIN, Texas, Jan. 22, 2019 (SEND2PRESS NEWSWIRE) -- Leading mortgage industry management consulting firm Austin, Texas-based Transformational Mortgage Solutions (TMS), today announced that it has brought on Michael Barrett as mortgage executive consultant. In this role, Barrett will apply his more than 17-years of mortgage business and product development expertise to helping TMS clients improve process efficiencies, execute digital mortgage transformation strategies and expand profit margins.

NEW YORK, N.Y., Jan. 22, 2019 (SEND2PRESS NEWSWIRE) -- Wave Season, the time of year when the majority of cruise vacations are booked, is upon us and with it the need for cruisers to consider travel insurance, according to TravelInsurance.com. While most cruises go off without a hitch, Mother Nature can throw a variety of unexpected hiccups into a cruise vacation. This can include hurricanes or other storms, missing the ship due to travel mishaps either at home or at your destination city, or succumbing to an illness or injury on board.

MOUNTAIN LAKES, N.J., Jan. 18, 2019 (SEND2PRESS NEWSWIRE) -- Today the EraNova Institute announces a special report, "In the Cloud, Our Buildings and We Can Fly - Toward a Smart, Green Life." Dick Samson, Director of EraNova and author of the report, says "Buildings need to get smart if society is to get green."

PROVO, Utah, Jan. 18, 2019 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced that 46 additional recording jurisdictions located in 13 states throughout the Midwest and Western U.S. have joined Simplifile's e-recording network.

DALLAS, Texas, Jan. 18, 2019 (SEND2PRESS NEWSWIRE) -- FinKube, a company that provides AI-powered Platform-as-a-Service solutions for a range of industries, announced today that St. Louis-based LenderCity has successfully deployed ELSA, FinKube's Electronic Loan Services Assistant. The mortgage industry's first chatbot is already interacting with prospective borrowers on the LenderCity website.

COLUMBUS, Ohio, Jan. 15, 2019 (SEND2PRESS NEWSWIRE) -- SafeChain, the industry leader in wire fraud prevention software and blockchain implementation for land title, announced today it has completed the digital conversion of Perry County, Ohio's deed transfer and conveyance process between the engineer and auditor. Beginning January 7, the Perry County Engineer's office will be able to digitize property deeds before the inspection and mapping process.

RED DEER, Alberta, Jan. 15, 2019 (SEND2PRESS NEWSWIRE) -- Digital appraisal management software developer Anow reported a record 110 percent year-over-year increase in appraisal orders processed through its core appraisal office management platform in 2018 despite an industry-wide, market-driven drop in orders per customer. The announcement follows a year punctuated by major product launches.

MACON, Ga., Jan. 15, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware, provider of the leading automated compensation and sales performance management platform for mortgage lenders, today announced that its Founder and CEO Lori Brewer will be a panelist at the Mortgage Bankers Association's (MBA) 2019 Independent Mortgage Bankers (IMB) Conference, which will be held January 28-31 at the Hyatt Regency San Francisco.

ATLANTA, Ga., Jan. 15, 2019 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) today announced the advancement of retirement plan consultants Kim Shumate, David Runsick and Harry Souder to the role of director. Shumate, Runsick and Souder were promoted in recognition of their sustained contributions to SBA, including their proven success leading complex projects to high-value outcomes and fostering strong client relationships.

HOUSTON, Texas and SAN FRANCISCO, Calif., Jan. 15, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Brandon Rich has joined the firm's Property & Casualty practice as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

NEW ORLEANS, La., Jan. 14, 2019 (SEND2PRESS NEWSWIRE) -- While the New Orleans Saints give their all on the football field, caregivers give their all in sickrooms, bedrooms, and care centers. They are also "saints." They will be honored for their devotion in a "Caregiver Gift Bag Assembly & Giveaway" event, 4 to 5 p.m. on Saturday, January 19, at Sheraton New Orleans Hotel, New Orleans. Organized by ACSIA Partners, the event will include representatives from a dozen care-related organizations.

SAN FRANCISCO, Calif., Jan. 14, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today a marketing and distribution agreement with HR Hotlink. Both firms are longtime valued partners of the California New Car Dealers Association (CNCDA).

SAN DIEGO, Calif., Jan. 14, 2019 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has announced the appointment of Bill Lamison as Vice President, Underwriter. He will join the company's established business banking team and will be responsible for structuring, analyzing and underwriting commercial credit for new clients as well as managing an existing portfolio of customers.

POMPANO BEACH, Fla., Jan. 10, 2019 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, announced the launch of ARMCO CARES, the company's employee matching gift program.

DALLAS, Texas and SAN FRANCISCO, Calif., Jan. 10, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Judith Paredes has joined the firm's Property & Casualty practice as an Account Executive, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

DALLAS, Texas and SAN FRANCISCO, Calif., Jan. 10, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Krista Aburrow has joined the firm's Property & Casualty practice as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

DALLAS, Texas, Jan. 10, 2019 (SEND2PRESS NEWSWIRE) -- The Cooksey Team, a top-producing retail branch of Mid America Mortgage, Inc., announced today it has achieved year-over-year growth in volume and profitability for the sixth year running. In 2018, The Cooksey Team increased its overall volume by 27 percent over the previous year and increased the number of loan units closed by 28 percent.

IRVINE, Calif., Jan. 10, 2019 (SEND2PRESS NEWSWIRE) - Cloudvirga(TM), a leading provider of digital mortgage software, today announced the appointments of Dan Sogorka as chief revenue officer and Kelly Kucera as senior vice president of marketing. Sogorka, a seasoned mortgage technology executive, will drive Cloudvirga's continued revenue growth and oversee the firm's sales and marketing strategy with the help of veteran cloud technology marketer Kucera.

ROSWELL, Ga., Jan. 9, 2019 (SEND2PRESS NEWSWIRE) -- Triserv, a national appraisal management company (AMC), is proud to announce a strategic partnership with The Mortgage Collaborative to provide appraisal management services to the organization's growing lender member network.

SAN FRANCISCO, Calif., Jan. 8, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Blake Kirk has joined the firm's operations in Northern California as a Senior Vice President and Principal.

COLUMBUS, Ohio, Jan. 8, 2019 (SEND2PRESS NEWSWIRE) -- SafeChain, the industry leader in wire fraud prevention software and blockchain implementation for land title, announced today that Ohio Real Title, the largest title agent in the state, has selected its technology solution, SafeWire(TM), to securely facilitate real estate wire transactions for the firm's eight offices throughout Ohio.

DALLAS, Texas and SAN FRANCISCO, Calif., Jan. 7, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Joffrey Clark has joined the firm's Property & Casualty practice as a Principal and Charter School Practice Leader, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

NEW YORK, N.Y., Jan. 7, 2019 (SEND2PRESS NEWSWIRE) -- The Members of Klingenstein Fields Wealth Advisors (KFWA) mourn the passing of Fred Klingenstein, a founding member of the firm and Chairman Emeritus. Together with his brother, John Klingenstein, and colleague, Kenneth H. Fields, Fred established the firm in 1989 to provide investment advice and guidance to high-net-worth individuals and families. Prior to KFWA, Fred was CEO of Wertheim & Company and Co-Chairman of Wertheim-Schroder & Company.

AVON, Conn., Jan. 7, 2019 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings, LLC, a national multi-line specialty program manager, today announced it has contracted with Argo Group International Holdings, Ltd. (NYSE: ARGO) to assume MGA responsibilities for Argo's Landscape Contracting program, effective January 1, 2019.

SAN DIEGO, Calif., Jan. 7, 2019 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that long-time employee Danyel Shipley was name to National Mortgage Professional Magazine's (NMP) 2018 list of Mortgage Banking's Most Powerful Women.

SAN FRANCISCO and IRVINE, Calif., Jan. 7, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Randy Pizer has joined the firm's operations in California as Vice President/Account Executive.

IRVINE, Calif., Jan. 3, 2019 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage software, today announced the appointment of Ashley Lundquist as vice president of talent. Lundquist will oversee the firm's initiatives to attract, develop and retain top technology talent as Cloudvirga rapidly expands its team.

SAN DIEGO, Calif., Jan. 3, 2019 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative (TMC), the mortgage industry's only independent cooperative, today announced it added 44 new lender member companies in 2018, its strongest year ever for new member growth. To help support the significant growth of their network, TMC has also added Sarah Oldani and Jennifer Haning to their staff.