Tag: Finance

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.

IRVINE, Calif., Aug. 20, 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 Finance of America Mortgage (FAM) will deploy the Cloudvirga Enterprise POS as its digital mortgage platform.

SAN DIEGO, Calif., Aug. 17, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced new functionality that delivers real-time pricing and automates loan committing for Freddie Mac clients. MCT's lender clients receive the pricing information seamlessly via its integrated capital markets technology platform, MCTlive! MCT is the first vendor to have successfully completed the first commitment via Freddie Mac's new API technology.

SAN DIEGO, Calif., Aug. 17, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Rhonda Beck, CMB, has been designated to Mortgage Professional America (MPA) magazine's list of Elite Women in Mortgage for 2018.

DALLAS, Texas, Aug. 14, 2018 (SEND2PRESS NEWSWIRE) -- FinKube, a company that provides AI-powered Platform-as-a-Service solutions for a range of industries, announced today that it has published a new white paper entitled "Simplifying the Digital Mortgage Process." The new paper outlines some of the risks lenders face when making choices about the technologies they employ on the front ends of their mortgage origination processes.

COLUMBIA, Md., Aug. 8, 2018 (SEND2PRESS NEWSWIRE) -- Intelligent Fiscal Optimal Solutions (iFOS) received a blanket purchase agreement (BPA) to provide Financial Review Management and Resolution Professional Services to the U.S. Agency for International Development (USAID) Agency.

SAN ANTONIO, Texas, Aug. 7, 2018 (SEND2PRESS NEWSWIRE) -- For the second consecutive year, Express Information Systems, a leading provider of business software and consulting for growing businesses in Texas and beyond, has been included in the Accounting Today VAR 100.

IRVINE, Calif., Aug. 7, 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, has partnered with Radian Guaranty, a subsidiary of Radian Group (NYSE: RDN), to deliver instant and accurate mortgage insurance (MI) rate quotes and streamline the ordering of MI certificates for lenders.

SAN DIEGO, Calif., Aug. 7, 2018 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative (TMC), the nation's only independent mortgage cooperative, today announced the release of its enhanced benchmarking solution for its lender members. In collaboration with TMC Preferred Partner LBA Ware, TMC Benchmark now has an improved user interface, augmented reporting dashboards and peer segmentation.

GLASTONBURY, Conn. and IRVINE, Calif., Aug. 3, 2018 (SEND2PRESS NEWSWIRE) -- PowerGuard Specialty Insurance Services - a renewable energy program manager based in the United States - announced today the addition of warranty and service agreement specialist Dan Cantafi as the firm's Senior Vice President of Sales and Marketing. He will be based in Glastonbury, Conn. and report to PowerGuard's Co-Founder, Mike McMullen and COO Scott Gunnison.

SAN DIEGO, Calif., Aug. 3, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced automation of the Tri-Party Agreement required between lenders, investors, and broker dealers during Assignment Of Trade (AOT) transactions in the secondary market. The functionality is built into MCT's Bid Auction Manager(TM) (BAM) bid tape management and best execution platform.

NEWPORT BEACH, Calif., Aug. 2, 2018 (SEND2PRESS NEWSWIRE) -- Rick Triola, founder and CEO of the industry's most popular remote online notarization solution, NotaryCam, calls the Department of Treasury's recommendations in its July 31 report to the President: A Financial System That Creates Economic Opportunities: Nonbank Financials, Fintech, and Innovation "a cure to the persistent drags on real estate transactions that have prevented the consumer from experiencing the benefits now possible with digital technologies."

MIAMI, Fla., Aug. 2, 2018 (SEND2PRESS NEWSWIRE) -- Aclaro, the leading provider in blockchain-based open platform solutions, recently released its latest A.I. solution. The new tool, Aclaro TrueView is designed to provide automotive and other lenders with a competitive advantage through robust features that save them time, money, and facilitate better lending decisions.

SAN DIEGO, Calif., Aug. 1, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A., San Diego, California (OTC Pink: BCAL / OTCMKTS:BCAL) announced today the completion of its acquisition of Americas United Bank, Glendale, California (OTC Pink: AUNB), effective July 31, 2018. Americas United Bank had total assets of approximately $231 million as of June 30, 2018.

NEW YORK, N.Y., July 26, 2018 (SEND2PRESS NEWSWIRE) -- Labor Day for many marks the end of summer, and according to sales data from TravelInsurance.com, a top travel insurance comparison site, American travelers are planning to spend those last vacation days on long trips across the U.S. and Canada and in the U.K., Ireland and Italy.

MACON, Ga., July 26, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced that company CEO and Founder Lori Brewer has been named to Mortgage Professional America (MPA) magazine's list of 2018 Elite Women in Mortgage.

IRVINE, Calif., July 26, 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 senior vice president of product management Josephine Yen has been named one of Mortgage Professional America magazine's 2018 Elite Women in Mortgage.

SALT LAKE CITY, Utah, July 25, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today that New Product Development Manager Beckie Santos has been recognized by Mortgage Professional America (MPA) magazine in its list of 2018 Elite Women in Mortgage.

LOS ANGELES, Calif., July 25, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Quality Management and Research, LLC (MQMR), a leader in mortgage risk management and compliance services, today announced that Erin Harris, manager of MQMR's vendor management division HQ Vendor Management, has been named by industry trade magazine Mortgage Professional America (MPA) as a 2018 Elite Women in Mortgage honoree.

ADDISON, Texas, July 25, 2018 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today that Chief Operating Officer Kara Lamphere was named by Mortgage Professional America (MPA) magazine to the publication's list of 2018 Elite Women in Mortgage. This is the second consecutive year that Lamphere has received this recognition.

SALT LAKE CITY, Utah, July 25, 2018 (SEND2PRESS NEWSWIRE) -- TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that CEO Teri Sundh has been named to Mortgage Professional America (MPA) magazine's 2018 Elite Women in Mortgage.

PROVO, Utah, July 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 National Settlement Account Manager Toni Carroll was honored by Mortgage Professional America (MPA) among its list of 2018 Elite Women in Mortgage.

NEW YORK, N.Y., July 24, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants today announced that risk management and insurance brokerage veteran Lou D'Agostino and his Iron Cove Partners team have joined the firm. D'Agostino has over 17 years of insurance brokerage experience with an expertise in serving the Financial Services industry.

EDMOND, Okla., July 23, 2018 (SEND2PRESS NEWSWIRE) -- NEXT Mortgage Events LLC, a creator of events for women mortgage executives, has announced that mortgage industry technology providers Credit Plus, DocMagic, Home Captain and Snapdocs collaborated as key benefactors in a charity effort that raised $1,500 for Girls Inc. of Metropolitan Dallas.

ATLANTA, Ga., July 24, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property & casualty insurance brokerage and employee benefits consultant, announced today that Atlanta-based Risk Management Consultant Thompson Mackey will be hosting an event with the non-profit he leads locally, Young Risk Professionals, at the rooftop of The Ivy in Buckhead on July 25, 2018 from 5:30 - 8:30 p.m.

PROVO, Utah, July 20, 2018 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Clallam County, Wash., is the 1800th jurisdiction to join Simplifile's e-recording network. With this addition, more than 50 percent of recording jurisdictions nationwide are now using Simplifile's e-recording platform.

DENVER, Colo., July 19, 2018 (SEND2PRESS NEWSWIRE) -- Digital mortgage software provider, Maxwell, today announced a new partnership with HomeServices Lending of Des Moines, Iowa. With this strategic partnership, HomeServices Lending reaffirmed their commitment to meet the evolving needs of homebuyers.

SAN DIEGO, Calif., July 18, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, is pleased to announce that Catherine Puckett has joined the company as Vice President, Business Development Manager. She will be responsible for expanding Bank of Southern California's business banking client base by actively seeking new business opportunities in the San Diego region.

SAN DIEGO, Calif., July 17, 2018 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC ("Paragon"), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced its expansion in San Diego, Calif. with the opening of new offices at 401 B Street in downtown San Diego and the hiring of top local insurance professional Robert Etzler, under the leadership of Paragon regional president, Andrew Petersen.

BIRMINGHAM, Ala., July 17, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants ("EPIC") announced today that Josh Close has joined the firm's Birmingham-based national energy construction practice as a client services coordinator, reporting to EPIC Principal Brian Tanner.

LOS ANGELES, Calif., July 17, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Quality Management and Research, LLC (MQMR), a leader in mortgage risk management and compliance services, recently completed a volunteer day at Camp Impact as part of its on-going corporate commitment to community service. Camp Impact offers free summer camps to homeless and underprivileged youth in the Arlington and Grand Prairie, Texas, communities.

SAN ANTONIO, Texas, July 17, 2018 (SEND2PRESS NEWSWIRE) -- Express Information Systems, a leading provider of business software and consulting for growing businesses in Texas and beyond, has announced its inclusion on Bob Scott's Top 100 VARs 2018 published by Progressive Media Group.

NEW YORK, N.Y., July 17, 2018 (SEND2PRESS NEWSWIRE) -- National Retirement Programs, Inc. and its wholly owned subsidiary AtPrime Media Services, the creator of PensionInspector.com, introduces "Form 5500 Prestige Vision," an addition to its, super easy to use, replacement for the U.S. Department of Labor's ERISA Form 5500 Download Service "ERISA Plus Dashboard."

SUGAR LAND, Texas, July 16, 2018 (SEND2PRESS NEWSWIRE) -- David Fleig, CEO of MorVest Capital, LLC, a financial services advisory firm specializing in mortgage banking liquidity and capital solutions, today announced its addition of Executive Vice President Ruth Lee.

SAN FRANCISCO, Calif., July 16, 2018 (SEND2PRESS NEWSWIRE) -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced at the California Mortgage Bankers Association (CMBA) 46th Annual Western Secondary Marketing Conference that it unveiled DecisionAssist(TM) Mobile, which provides fingertip access to the company's proprietary web-based product and pricing engine (PPE)

POMPANO BEACH, Fla., July 12, 2018 (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 provides loan quality findings for mortgages reviewed by ACES Audit Technology(TM) during the fourth quarter (Q4) of 2017 as well as the 2017 calendar year (CY).

SACRAMENTO, Calif., July 12, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that new business sales and relationship management professional Julia Moore has joined the firm's operations in Sacramento as Vice President, New Business Development.

MACON, Ga., July 11, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced today that it has hired Jessica Henke as a solutions consultant to support the company's implementation consulting and client success efforts. Henke will leverage her two decades of accounting and business process improvement expertise in mortgage lending to bring LBA Ware clients streamlined business workflow solutions and enhanced operational insights.

MIAMI, Fla., July 11, 2018 (SEND2PRESS NEWSWIRE) -- Aclaro, the leading provider of blockchain based open data platforms and solutions, has announced that it has launched a new Fintech Artificial Intelligence (AI) solution focused on the lending industry. The new solution is Aclaro TrueView. Aclaro aims to equip lenders with the innovative tools needed for competitive advantage with its tech savvy, blockchain based predictive analytics platform that can be utilized without incurring heavy costs.

NEWPORT BEACH, Calif., July 10, 2018 (SEND2PRESS NEWSWIRE) -- NotaryCam today announced that it has partnered with Accurate Group, a leading provider of technology-driven real estate appraisal, title and compliance services, to provide remote online notarization services for NotaryWorks(TM), Accurate Group's complete notary solution.

SAN FRANCISCO, Calif., July 9, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Sarmad Naqvi has joined the firm's Private Client Insurance operations in Northern California, specializing in providing comprehensive, cost effective risk management and insurance protection to high net worth individuals and their families.

LOS ANGELES, Calif., July 3, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Eric Kitei has joined the firm's operations in Southern California as a Principal, focusing on the unique needs of auto dealers and others in the automotive industry.