Tag: Finance

RED DEER, Alberta, July 31, 2019 (SEND2PRESS NEWSWIRE) -- Anow, developer of appraisal firm management software that simplifies the way real estate appraisers manage their businesses, has formed an affinity partnership with the Appraisal Institute (AI), the largest real estate appraisal organization in the United States. The partnership makes Anow's core appraisal office management platform available to AI members ("AI Professionals") and affiliates at a reduced rate.

LEHI, Utah, July 30, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced an integration with Informative Research, a Tier-1 CRA and fintech leader in delivering a range of origination solutions for the mortgage industry.

BURLINGTON, Vt., July 30, 2019 (SEND2PRESS NEWSWIRE) -- Reconciled, an online bookkeeping firm headquartered in Burlington, was recently named as one of the 2019 Accounting Today's Best Accounting Firms to Work for. Accounting Today has partnered with Best Companies Group to identify companies that have excelled in creating quality workplaces for employees

LEHI, Utah, July 24, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced the availability of an application program interface (API) and webhooks that enable mortgage lenders to establish real-time data syncing between SimpleNexus and non-integrated third-party systems.

SAN DIEGO, Calif., July 24, 2019 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL) today reported results for the second quarter ended June 30, 2019. Total assets were $767 million for the second quarter of 2019, a 47% increase compared to the second quarter of 2018. Quarterly net income increased 20% to $1.57 million compared to $1.31 million in Q2 of 2018.

MACON, Ga., July 23, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware(TM), provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, has partnered with CMG Financial to streamline incentive compensation for the lender's more than 500 loan originators (LOs) and other commission- and bonus-based employees.

HOUSTON, Texas, July 23, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Eric Feighl has joined the firm as a Principal and Southwest Region Surety Practice Leader.

COLUMBIA, S.C., July 23, 2019 (SEND2PRESS NEWSWIRE) -- Horizon Commercial Leasing hopes to inspire new entrepreneurs to get into the game and start their own business. The property leasing experts have launched its first ever Small Business Grant offering up to $2,000 to potential and existing businessowners.

CHICAGO, Ill., July 23, 2019 (SEND2PRESS NEWSWIRE) -- The Lang Capital Group announces the International Multicultural Awards Gala (I.M.A.G) on August 9, 2019. The Gala will raise funds for IMAG of Greater Chicago's programs to build and repair hope, families, and resources in the greater Chicago communities.

BIRMINGHAM, Ala., July 22, 2019 (SEND2PRESS NEWSWIRE) -- New Capital Partners (NCP), a private equity firm in Birmingham, Ala., today announces that it has partnered with Pompano Beach, Fla.-based ACES Risk Management Corp. (ARMCO), the leader in web-based quality assurance software for the financial services industry.

PASADENA, Calif., July 22, 2019 (SEND2PRESS NEWSWIRE) -- Nationwide tax specialty firm KBKG adds another former IRS manager to their team of experts. Mark Bodenstab joins as the firm's Director of Research & Development Tax Credits with over 30 years combined at the IRS and in the private sector.

RED DEER, Alberta, July 17, 2019 (SEND2PRESS NEWSWIRE) -- Anow, developer of appraisal firm management software that simplifies the way real estate appraisers manage their businesses, today announced the release of Anow Enterprise, a cloud software suite that connects individual appraisal companies to form service networks that can efficiently provide localized service at scale.

SAN DIEGO, Calif., July 17, 2019 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has expanded its business development team with the hiring of Ian McKay as Managing Director of Business Banking. He will focus on developing and managing a portfolio of small to medium sized businesses located throughout Orange County.

TAIPEI, Taiwan, July 17, 2019 (SEND2PRESS NEWSWIRE) -- Ward Henderson Management - German economy shows signs of weakening further due to downside risks. In May, an important indicator of overall economic health, declined by more than expected. Germany's manufacturing industry reported poor growth, prompting concerns about the Eurozone's economic wellbeing.

MACON, Ga., July 16, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware, provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, announced today that Level One Bank (NASDAQ: LEVL) has chosen CompenSafe to automate incentive compensation for mortgage loan originators and support staff across the community bank's mortgage loan center and branch locations

SAN FRANCISCO, Calif. and PHOENIX, Ariz., July 15, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the expansion of their operations in the Southwest with the hiring of Client Manager Luke Aschermann, Property & Casualty Claims Manager Norma Brehm, and Principal/Senior Client Advocate Belinda Lopes. All join EPIC from Willis Towers Watson.

NEW YORK, N.Y., July 11, 2019 (SEND2PRESS NEWSWIRE) -- With Tropical Storm Barry expected to become the first named hurricane of 2019, thus begins the storm season that will likely impact hundreds of thousands of travelers, according to TravelInsurance.com. The question many travelers have is "Will my travel plans be affected, and if so, how can I make sure I don't lose the hard-earned money I've invested in this vacation?"

POMPANO BEACH, Fla., July 11, 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 both the fourth quarter (Q4) and the calendar year (CY) 2018, and provides loan quality findings for mortgages reviewed by ACES Audit Technology.

WEST PALM BEACH, Fla., July 11, 2019 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced the completion of an integration with Vice Capital Markets Inc., an established mortgage hedge advisory firm. Focused on maximizing hedging efficiencies, the new interface reduces the time to prepare and deliver loan data.

SPRING LAKE, N.J., July 10, 2019 (SEND2PRESS NEWSWIRE) -- Trinity Financial, Sports & Entertainment Management Company, a division of Peter Grandich and Company, announced today that it has teamed with the Sports & Entertainment Division of one of the largest CPA firms in the Tri-State Region, WithumSmith+Brown, PC ("Withum").

SALT LAKE CITY, Utah, July 8, 2019 (SEND2PRESS NEWSWIRE) -- Mace Innovations announced today that it has brought in Chris Giles as Director of Business Development. Mace Innovations' suite of automation products allows companies to streamline time consuming tasks like data input and document delivery, freeing up employees to get more done.

ATLANTA, Ga., July 8, 2019 (SEND2PRESS NEWSWIRE) -- Nationwide tax specialty firm KBKG announced that their Principal, John W. Hanning, was recently elected President (2019 - 2021) of the American Society of Cost Segregation Professionals' (ASCSP) Board of Directors.

POMPANO BEACH, Fla., July 3, 2019 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, has announced that it has hired industry veteran Mike Ehring as senior director of business development.

WASHINGTON, D.C., July 2, 2019 (SEND2PRESS NEWSWIRE) -- NEXT Mortgage Events, creator of NEXT women's executive mortgage summit, and Housing Finance Strategies, a Washington, D.C. advisory firm founded by Faith Schwartz, today announced that former Treasury Department official, Craig Phillips, will deliver the keynote #NEXTDC19 on November 19, 2019 at Kimpton Hotel Monaco in Washington, D.C.

SAN FRANCISCO and IRVINE, Calif., July 2, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Dennis Park has joined the firm as Vice President, Employee Benefits.

COVINGTON, Ky., July 1, 2019 (SEND2PRESS NEWSWIRE) -- CryptoProperties LLC (CPROP) is pleased to announce it has signed an agreement with The Mortgage Collaborative (TMC) to join its Preferred Partner Network as TMC's exclusive provider of blockchain-enabled products and services.

ATLANTA, Ga. and SAN FRANCISCO, Calif., July 1, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the hiring of Jon Williams, TJ Rosenberg, and Dale Smith to lead the Awareness & Communications Practice as Managing Directors within EPIC Risk Consulting.

MACON, Ga., June 28, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware(TM), provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, announced today that Mann Mortgage has successfully overhauled its incentive compensation plan structure and management with CompenSafe.

IRVINE, Calif., June 27, 2019 (SEND2PRESS NEWSWIRE) -- BlackFin Group - a boutique-style consulting firm focused on mortgage banking and financial services, announced the offering of a standardized, end-to-end, lender business review. The lender 10X Business Review is an affordable, comprehensive, fixed rate, three-week engagement.

NEWPORT BEACH, Calif., June 26, 2019 (SEND2PRESS NEWSWIRE) -- NotaryCam, creator of remote online notarization (RON), acknowledged leader in online notarization and original provider of patented mortgage eClosing solutions, today announced it is extending its 2018 record growth to another unprecedented performance in 2019.

BALTIMORE, Md., June 20, 2019 (SEND2PRESS NEWSWIRE) -- Charles Street Research (CSR), a financial research and publishing think tank based in Baltimore, Maryland, recently revealed a brand new performance index for one of their top research services.

HOUSTON, Texas, June 20, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the hiring of Principal Ed Oravetz, Principal Keith McNeely, Principal David Potts, Client Executive Elisha Johnson and Client Manager Marilu Alejandre.

LEHI, Utah, June 19, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, helped raise more than $17,500 to support the families of hospitalized children as a Birdie-level sponsor of Security National Mortgage Company's ninth annual SN Charity Golf Classic.

NEW YORK, N.Y., June 18, 2019 (SEND2PRESS NEWSWIRE) -- The Solaris Group (Solaris), a New York-based wealth advisor and investment consultant to non-profit organizations, today announced that it is joining KF Group LP, an affiliate of Klingenstein Fields Wealth Advisors (KFWA), a complementary wealth advisor also based in New York.

NEW YORK, N.Y., June 14, 2019 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA), a leading independent wealth advisor based in New York, today announced the acquisition, through its affiliate KF Group LP, of the assets of The Solaris Group, LLC (Solaris), a complementary New York-based wealth advisor. Together, the combined firm will have over $4.0 billion in assets under management.

DENVER, Colo., June 13, 2019 (SEND2PRESS NEWSWIRE) -- Homebot, a customer engagement platform that delivers financial scenarios to help homeowners build wealth, today announced major enhancements to the homebuying side of its platform. The latest release inserts lenders into the market search process by integrating prompts for buyers to obtain a prequal or preapproval, lock a rate, and inquire about down payment with a single click.

CHICAGO, Ill., June 13, 2019 (SEND2PRESS NEWSWIRE) -- On Monday, May 6, 2019, Jessica Merino of Merino Wealth Management received the Young Entrepreneur Award at the Annual Celebration NAWBO Chicago Achievement Luncheon.

SAN DIEGO, Calif., June 12, 2019 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, announced today that it has hired Kamran Khosrovani as Branch Managing Director of Business Banking in Los Angeles. He will focus on client acquisition and retention as Bank of Southern California looks to further expand its presence throughout the greater Los Angeles region.

NEWPORT BEACH, Calif., June 11, 2019 (SEND2PRESS NEWSWIRE) -- NotaryCam, the pioneering leader in online notarization and the original provider of mortgage eClosing solutions, today announced that Fidelity National Financial (FNF), will allow the use of NotaryCam to deliver remote online notarization (RON) and remote online closing (ROC) capabilities to FNF's network of direct title and settlement operations, as well as its network of independent title agents.

SACRAMENTO and SAN FRANCISCO, Calif., June 10, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC Sacramento-based Vice President of Property & Casualty, Mary Grandy, was the 2019 recipient of the Joe Quigley Memorial Award, conferred annually by the Construction Financial Management Association (CFMA).

ANAHEIM, Calif. and HOUSTON, Texas, June 6, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Kevin Ach, Vice President of Risk Assurance for EPIC's Integrated Risk Solutions Practice will moderate the Executive Afternoon session on loss prevention at the National Retail Foundation's "NRF Protect" Conference, June 11 in Anaheim, Calif.

LAKE MARY, Fla., June 5, 2019 (SEND2PRESS NEWSWIRE) -- Command Investigations ("Command") and Monument MicroCap Partners, LLC ("Monument") announce that they have completed a recapitalization transaction that will allow Command to venture into the next aspect of its growth phase and solidify itself as the premier investigative service provider in the United States.

NORWALK, Conn., June 4, 2019 (SEND2PRESS NEWSWIRE) -- Best Friends Pet Hotel, a national operator of pet hotels with 30 locations throughout the United States offering boarding, grooming, doggy day camp, training and retail services at each of its locations, announced today its Employee Stock Ownership Plan, or ESOP, acquisition led by Mosaic Capital Partners.

LOS ANGELES, Calif. and MOUNTAIN LAKES, N.J., May 29, 2019 (SEND2PRESS NEWSWIRE) -- Today the EraNova Institute issues a business alert: "Showbiz shows a better way to pay." EraNova's Director and author of the report, Dick Samson, says, "For non-employees in entertainment and insurance, getting the money due you has often been a chore. Now, for the likes of Tom Hanks and Lady Gaga, it's more of a breeze; and soon may be for everyone involved in insurance."

NASHVILLE, Tenn., May 28, 2019 (SEND2PRESS NEWSWIRE) -- Kraft Technology Group, a Nashville-based managed IT service provider, is pleased to announce that we have achieved compliance with the federally mandated standards of the Health Insurance Portability and Accountability Act (HIPAA) through the use of Compliancy Group's proprietary HIPAA methodology, The Guard(R) compliance tracking software, and HIPAA Seal of Compliance.

AVON, Conn. and SAN FRANCISCO, Calif., May 28, 2019 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC, a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced the addition of insurance professional Nick Faragasso and the promotion of Brendan Wright.

ATLANTA, Ga., May 23, 2019 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) has hired veteran retirement plans leader Leslie Olds for the role of senior benefits consultant. A retirement benefits consultant of 28 years, Olds will advise SBA's plan sponsor clients on managing all aspects of their broad-based and executive retirement programs, including financing, design, implementation, administration and compliance.

TAIPEI, Taiwan, May 23, 2019 (SEND2PRESS NEWSWIRE) -- The writing was on the wall for Singapore's economy when the country's non-oil exports extended their double-digit decline for the second straight month prompting renewed concern from Radford Taylor Partners analysts that GDP forecasts would be cut for 2019.

NEW YORK, N.Y., May 22, 2019 (SEND2PRESS NEWSWIRE) -- The Atlantic Hurricane Season got off to an early start this year, with Subtropical Storm Andrea forming on May 20, 2019, marking the record fifth year in a row that the hurricane season arrived early. This, along with experts predicting an above average hurricane season, means that travelers could be facing an uphill battle, according to TravelInsurance.com, a leading online comparison site.

NEW YORK, N.Y., May 20, 2019 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Jaime Steers has joined the firm as a Director, Wealth Advisor.

MACON, Ga., May 16, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware(TM), provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, announced today that FirstBank Mortgage has optimized the execution of its incentive compensation with CompenSafe(TM). By replacing spreadsheets with CompenSafe, FirstBank Mortgage has reduced the time it takes to calculate loan compensation by 75 percent

TORRANCE, Calif., May 16, 2019 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that the company will participate in Red Nose Day for the second year, transpiring on Thursday, May 23, 2019.

SAN DIEGO, Calif., May 16, 2019 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has officially launched Trade Auction Manager(TM) (TAM) to enable more efficient bidding of TBA mortgage-backed securities used by lenders to hedge their open mortgage pipelines. The browser-based software module is accessible via MCTlive!, the company's award-winning comprehensive capital markets platform.

PROVO, Utah, May 16, 2019 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced that 38 additional recording jurisdictions located in 12 states throughout the Mid-Atlantic, Northeast and Southeast U.S. have joined Simplifile's e-recording network.

NORWALK, Conn., May 16, 2019 (SEND2PRESS NEWSWIRE) -- In December 2018, After, Inc. launched its "Millennials and Extended Service Plans" study, to investigate the attitudes and behavior of Millennials regarding manufacturers' product warranties and Extended Service Plans (ESPs).

WASHINGTON, D.C. and SAN FRANCISCO, Calif., May 15, 2019 (SEND2PRESS NEWSWIRE) -- The American Council of Engineering Companies (ACEC) Business Insurance Trust (BIT) and Greyling/EPIC Insurance Brokers & Consultants announced today that Paul Boyce, P.E., PG, has been appointed a Trustee for the ACEC Business Insurance Trust.

MACON, Ga., May 14, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware, provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, has been selected for the 2019 Best of Macon Award in the Software Company category by the Macon Award Program. As a five-time winner of the Best of Macon Award, LBA Ware was also inducted into the 2019 Macon Business Hall of Fame.

AVON, Conn. and SAN FRANCISCO, Calif., May 13, 2019 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC, a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced the promotion of Erik Kriens to Regional President. Kriens is based in Paragon's San Francisco office and reports directly to Paragon CEO and Co-founder Ron Ganiats.

SAN DIEGO, Calif., May 13, 2019 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, is pleased to announce that Sean Dlal has joined the company as Managing Director of Business Banking in Del Mar. He will be responsible for expanding Bank of Southern California's client base by actively seeking new business opportunities in the San Diego region.

NEW YORK, N.Y., May 9, 2019 (SEND2PRESS NEWSWIRE) -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Adam Glick has been appointed Principal of the firm's operations in New York. Glick is based in EPIC's New York, NY office and reports to Phil Remig, New York City President & COO.

IRVINE, Calif., May 8, 2019 (SEND2PRESS NEWSWIRE) -- BlackFin Group - a boutique-style consulting firm focused on mortgage banking and financial services - announced that it has formally launched operations with the goal of bringing a unique method to projects that drastically deviates from the way traditional consulting practices work with clients.

LOS ANGELES, Calif., May 8, 2019 (SEND2PRESS NEWSWIRE) -- Mortgage Quality Management and Research, LLC (MQMR) announced today that it has hired Jeff Christensen as Vice President of Sales. In this role, Christensen will be responsible for leading sales, driving new business opportunities and expanding awareness of the MQMR brand in the market.

POMPANO BEACH, Fla., May 8, 2019 (SEND2PRESS NEWSWIRE) -- To celebrate Travel & Tourism Week and Economic Development Week coinciding in 2019, the principals of RMA and CJF Marketing International are introducing their new platform, "Investment Tourism."

PROVO, Utah, May 9, 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 is joining the Arbor Day Foundation for the launch of its Time for Trees initiative, a commitment to plant 100 million trees in forests and communities worldwide by 2022.