Tag: Finance

PROVO, Utah, July 27, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Vice President of Sales Vicki DiPasquale is one of Mortgage Professional America (MPA) magazine's 2017 Elite Women in Mortgage.

WALNUT CREEK, Calif., July 25, 2017 (SEND2PRESS NEWSWIRE) -- Unalp CPA Group, Inc. announced today that founder Jeffrey Unalp, CPA, has earned the AICPA badge for completing the Not-For-Profit (NFP) Certificate Program. Unalp CPA outsourced accounting services provide nonprofit clients with compliance, timely reporting and execution of accounting duties.

SALT LAKE CITY, Utah, July 21, 2017 (SEND2PRESS NEWSWIRE) -- TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced it has promoted former Senior Systems Architect Randy Abbey to Chief Technology Officer (CTO). In this new role, Abbey will bring to bear his two decades of SaaS, cloud security and diverse solution development expertise.

SAN FRANCISCO, Calif. and HOUSTON, Texas, July 20, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, and a member of the American National Standards Institute / American Society of Safety Engineers (ANSI/ASSE) Z390 Hydrogen Sulfide Training Committee, announced today the approval and upcoming publication of a revised Hydrogen Sulfide Safety Training Standard (ANSI/ASSE Z390.1-2017).

SAN DIEGO, Calif., July 19, 2017 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative (TMC), the nation's only independent mortgage cooperative, today announced that industry authority Arthur Prieston has been appointed chair of its newly formed Capital Markets Committee. In this role, Prieston will lead capital market engagements for the group's lender members.

SAN FRANSISCO, Calif., July 19, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced at the California Mortgage Bankers Association's (CMBA) annual Western Secondary Market Conference held in San Francisco, that it has released new secondary marketing technology to improve the industry's existing loan sale practices. Dubbed Bulk Acquisition Manager(TM) (BAM), the solution automates the process of packaging and transferring bulk loan bids, which benefits investors, lenders and MCT's team of mortgage loan traders.

SAN DIEGO, Calif., July 18, 2017 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative, the nation's only independent mortgage cooperative, announced a new partnership with national correspondent investor and mortgage loan servicer, The Money Source. The new relationship with The Money Source adds another best-in-class national correspondent investor to their preferred partner network.

KIRKLAND, Wash., July 18, 2017 (SEND2PRESS NEWSWIRE) -- Last year the U.S. Department of Health & Human Services issued a report about Americans' concerns and actions related to long-term care (LTC), also referred to as long-term services and supports (LTSS). "The main takeaway was not the particulars of the responses, in our view," says Denise Gott, CEO of ACSIA Partners. "It was the fact that participants considered and faced the issues."

NEW YORK, N.Y. and STERLING HEIGHTS, Mich., July 17, 2017 (SEND2PRESS NEWSWIRE) -- JenCap Holdings LLC announced today that it has agreed to acquire privately held Special Risks Facilities, Inc., an MGA/contract binding authority and wholesale insurance brokerage firm based in Sterling Heights, Michigan with another office in Peoria, Arizona. Special Risks was formed in 1971 and has been led by Jack Klebba and Randy Kaszeta. Messrs.

POMPANO BEACH, Fla., July 13, 2017 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software ACES Audit Technology(TM), announced that chief operating officer Phil McCall has been promoted to company president. In his new role, McCall will oversee all operations for the company, including the expansion of the company's award-winning ACES Audit Technology platform.

LEE'S SUMMIT, Mo., July 11, 2017 (SEND2PRESS NEWSWIRE) -- Pendo, a nationwide appraisal management company (AMC), announced a strategic partnership with The Mortgage Collaborative's preferred partner network to provide appraisal management services to the organization's 112 lender members.

SALT LAKE CITY, Utah, July 11, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has expanded the settings and capabilities of its eSign room within the idsDoc mortgage doc prep platform. These new features enable lenders to create a more seamless and unified eSign experience for borrowers.

DALLAS, Texas, July 10, 2017 (SEND2PRESS NEWSWIRE) -- The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today it has been recognized by Dallas Business Journal as one of its "2017 Best Places to Work" in the Dallas-Fort Worth area. More than 500 companies submitted nominations, and only 100 companies were honored.

SAN DIEGO, Calif., July 10, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that it has appointed Bill Berliner to the newly created position of director of analytics. In this role, he will take the lead to develop new products and services, enhance existing solutions, and help expand MCT's footprint as the preeminent industry-leader in secondary marketing capabilities for lender clients.

SAN FRANCISCO, HOUSTON, and MAHWAH, N.J., June 28, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Susan L. Combs and Senior Vice President Suzanne McGarey have been recognized among Employee Benefit Adviser's "2017 Most Influential Women in Benefit Advising."

PROVO, Utah, June 27, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, has extended its industry-leading e-recording network to include 21 additional recording jurisdictions across the southern United States.

ATLANTA, Ga., June 27, 2017 (SEND2PRESS NEWSWIRE) -- FormFree(R) today announced that Guaranteed Rate, Inc. ("Guaranteed Rate"), one of the nation's largest independent retail mortgage companies, has selected AccountChek(R) by FormFree for automated asset verification.

CLEVELAND, Ohio, June 26, 2017 (SEND2PRESS NEWSWIRE) -- Is there a benefit to having a financial advisor focused on women? For many women, the answer is probably "yes" and the recently launched Luma Wealth Advisors is ready to meet their planning needs.

PASADENA, Calif., June 26, 2017 (SEND2PRESS NEWSWIRE) -- Lender Price, the emerging leader in digital mortgage interface technology and real-time, competitive mortgage analytics and product pricing & eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, announced that it has integrated with Ernst Publishing, the leading provider of mortgage fee data for the real estate and home finance industry.

POMPANO BEACH, Fla., June 26, 2017 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced today that it has updated its flagship ACES Audit Technology(TM) with new functionality that aligns with Fannie Mae's Day 1 Certainty(TM) (D1C) initiative. With this update, ACES now includes additional fields for assessing asset, income, employment and collateral data according to Fannie Mae's D1C initiative.

WEST PALM BEACH, Fla., June 26, 2017 (SEND2PRESS NEWSWIRE) -- OpenClose, a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced it unveiled a new corporate website to better position the company's expanded enterprise-class solution set, customer profile focus and long-term value proposition.

SAN FRANCISCO, Calif., June 22, 2017 (SEND2PRESS NEWSWIRE) -- Qualia today announced that Jake Seid will join the company's board of advisors. In addition to his time as president of Ten-X (formerly known as Auction.com) and Managing Director at Lightspeed Venture Partners, Seid is an investor and advisor to a myriad of companies touching the real estate sector, including Blend Labs, LendingHome, Opendoor, Reside, Roofstock, Shogun, and Ten-X.

TORRANCE, Calif., June 21, 2017 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the mortgage industry's leading provider of document production, automated compliance and comprehensive eMortgage services, announced that its technologies are now capable of supporting both phases of the upcoming UCD (Uniform Closing Dataset) requirement.

SALT LAKE CITY, Utah, June 20, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has added pushback notifications to its existing interface with BytePro Enterprise, the flagship loan origination software (LOS) platform from Byte Software. Through this enhancement, BytePro users will receive mortgage documents and fulfillment status notifications within the LOS platform.

KIRKLAND, Wash., June 19, 2017 (SEND2PRESS NEWSWIRE) -- James Dettman, a veteran of the insurance and employee benefits industries, has joined ACSIA Partners, one of America's largest long-term care insurance agencies. He will serve as one of four Worksite Sales Directors.

SAN FRANCISCO, Calif. and NORWALK, Conn., June 19, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the acquisition of After, Inc. - a product warranty analytics firm based in Norwalk, Conn. The Acquisition was made primarily to further strengthen and grow EPIC subsidiary company, PowerGuard Specialty Insurance Services - a renewable energy program manager based in the United States.

SAN DIEGO, Calif., June 20, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that its COO, Phil Rasori, is scheduled to speak on a panel session hosted by Advantage Systems, Inc. at its third annual Accounting for Mortgage Banking (AMB) user conference.

SAN DIEGO, Calif., June 15, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that it will be participating in an upcoming webinar that the Mortgage Bankers Association will be hosting on the topic of the business- critical role that lock desks play within secondary marketing departments.

PASADENA, Calif., June 14, 2017 (SEND2PRESS NEWSWIRE) -- Lender Price, the emerging leader in digital mortgage interface technology and real-time, competitive mortgage analytics and product pricing & eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, announced that Black Knight Financial Services' Motivity Solutions will use pricing data from Lender Price's industry-leading PPE to provide pricing analytics to its users.

MAITLAND, Fla., June 13, 2017 (SEND2PRESS NEWSWIRE) -- Technologies Management, Inc. ("TMI") announced today the addition of Don Gale to its team of consultants. TMI, a leading provider of consulting services, project management, compliance reporting and information tools to over 200 communications companies, said that Mr. Gale's addition to their consulting team significantly enhances the firm's expertise in the areas of communications network design, implementation and cost optimization, allowing it to better serve its clients' needs in those critical areas of their operations.

SAN DIEGO, Calif., June 13, 2017 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading technology provider for the reverse mortgage industry, has formed a partnership with ubermortgage Inc. to support the budding lender's increasing demand for home-equity conversion mortgages (HECMs) with its RV Exchange (RVX) loan origination technology.

SAN DIEGO, Calif., June 13, 2017 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative, the nation's only independent mortgage cooperative, today announced a strategic partnership with Mortgage Quality Management and Research, LLC ("MQMR"), a national leader in risk management and compliance services.

IRVINE, Calif., June 13, 2017 (SEND2PRESS NEWSWIRE) -- Cloudvirga(SM), developer of next-generation loan officer and direct-to-consumer point-of-sale (POS) systems, has named Michael Schreck its chief executive officer. He succeeds cloudvirga co-founder Bill Dallas, who will continue as chairman of cloudvirga's board of directors.

PROVO, Utah, June 12, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced that Paul Clifford, president, was recognized with the 2017 October Research Award for Innovation for his leadership in establishing Simplifile's e-recording network, along with other achievements in support of the title industry.

SALT LAKE CITY, Utah, June 6, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has incorporated a new document preview feature into its integration with LendingQB's cloud-based loan origination solution (LOS). The feature allows LendingQB users to preview mortgage documents, such as the Loan Estimate or Closing Disclosure, before they are submitted to fulfillment.

FERNLEY, Nev., June 8, 2017 (SEND2PRESS NEWSWIRE) -- Verify Smart Corporation (OTC:VSMR / OTCMKTS:VSMR) a Global innovator in financial fraud prevention and digital distribution solutions announced today that it has signed a Letter of Intent to acquire an equity stake and exclusive international reseller rights in Med-Con Technologies, LLC for cash and stock.

HOUSTON, Texas, June 8, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that the firm's Marketing, Communications and Creative Services Team has received one "Gold Award of Excellence" and eight "Silver Awards of Distinction" from the 23rd Annual Communicator Awards, the leading international awards program recognizing excellence and big ideas in marketing, communications and design.

WEST PALM BEACH, Fla., June 7, 2017 (SEND2PRESS NEWSWIRE) -- OpenClose, a multi-channel loan origination system (LOS) provider, and QuestSoft, a provider of automated mortgage compliance software, announced that they will host a joint webinar covering the new CFPB HMDA regulations, how they will impact organizations, and outline specific plans to make compliance with the new HMDA rules the most efficient and time-saving process in the mortgage industry.

SAN FRANCISCO, Calif. and HOUSTON, Texas, June 7, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that as part of the firm's commitment to the Energy Industry and ongoing efforts to improve worker safety, EPIC has joined the American National Standards Institute/ American Society of Safety Engineers (ANSI/ASSE) Z390 "Hydrogen Sulfide Training" Committee.

SAN DIEGO, Calif., June 6, 2017 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Kiel Mortgage has chosen RV Exchange (RVX) loan origination software (LOS) to power its home-equity conversion mortgage (HECM) division.

POMPANO BEACH, Fla., June 6, 2017 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced it has released the ARMCO Mortgage QC Industry Trends Report for the fourth quarter of 2016 and calendar year 2016.

SAN DIEGO, Calif., June 6, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that its COO, Phil Rasori, will be a key note speaker at the Illinois Mortgage Banking Association's Mortgage/Capital Market Update event on June 8, 2017. As a keynote speaker, Mr. Rasori will discuss topics that include hedging, pricing and servicing.

SAN FRANCISCO, Calif. and SACRAMENTO, Calif., June 5, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, and the California New Car Dealers Association (CNCDA) jointly announced today that CNCDA has expanded their relationship with EPIC, appointing the insurance broker / consultant as their exclusive licensed broker to provide health and welfare insurance consulting to CNCDA members across the state.

SAN FRANCISCO, Calif. and ATLANTA, Ga., June 5, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it will host the CSRA SHRM (Society for Human Resource Management) Mini Conference on Thursday, June 8 from 7:30 a.m.-1:30 p.m. at The Legends Club in Augusta, Georgia.

TORRANCE, Calif., June 2, 2017 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the mortgage industry's leading provider of document production, automated compliance and comprehensive eMortgage services, announced that it has been accepted into the Elite Provider Program for American Land Home Title Association (ALTA).

NEW YORK, N.Y., June 1, 2017 (SEND2PRESS NEWSWIRE) -- Today marks the official kickoff of hurricane season, just when the travel season is picking up across the country, and TravelInsurance.com is taking the time to remind travelers the importance of protecting their investments. Protection may be even more critical this year, as the National Oceanic Atmospheric Administration (NOAA) is predicting a higher-than-average number of named storms, with anywhere from 11 to 17 expected to hit.

SAN FRANCISCO, Calif. and HOUSTON, Texas, June 1, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the successful launch of their 2017 Energy Forum in Houston and that they will host two additional Energy Forum presentations in Dallas and Oklahoma City next week.

MACON, Ga., June 1, 2017 (SEND2PRESS NEWSWIRE) -- LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced it has hired Finn Klemann as director of business development. In this role, Klemann will bring his more than 20 years of business development and sales experience in forging new relationships for LBA Ware in the financial services industry, with a specific focus on targeting growth in the mortgage industry.

ATLANTA, Ga., June 1, 2017 (SEND2PRESS NEWSWIRE) -- FormFree today announced the appointment of senior software developer Douglas Brewer to the role of director of enterprise architecture. Brewer, who first joined FormFree in 2014, will be responsible for managing the retention and growth of FormFree's software development team, overseeing enterprise software design and ensuring the quality and timely delivery of software updates.

KIRKLAND, Wash., May 31, 2017 (SEND2PRESS NEWSWIRE) -- Many Americans spend hours investigating long-term care options online, only to come away confused and dispirited. Now there's another way to go. It's a by-phone Decision Funnel designed to cut through the complexity. Offered by ACSIA Partners, the service will be delivered by real human specialists, not phone robots.

SAN DIEGO, Calif., May 31, 2017 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, has forged a partnership with Skyline Financial Corp. (Skyline Home Loans and NewLeaf Lending) to support the lender's growing reverse mortgage division with RV Exchange (RVX) loan origination technology and RV University (RVU) training programs.

OKLAHOMA CITY, Okla., May 30, 2017 (SEND2PRESS NEWSWIRE) -- The average American Fidelity Assurance Company long-term disability is nearly three years. Even though one in five adults experiences a long-term disability, most Americans are ill-prepared to cover expenses if they are unable to work (note 1). The average American could not cover a $400 emergency without selling some of their possessions and 69 percent have less than $1,000 in savings (notes 2, 3).

PROVO, Utah, May 30, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, has expanded its industry-leading e-recording network to include 15 additional recording jurisdictions across the Western and Midwestern United States.

ADDISON, Texas, May 25, 2017 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today it has purchased the eNote from North Carolina's first eMortgage transaction. The transaction, which was completed entirely electronically on May 5, was a refinance for a property in Winston-Salem and was executed by Hickory-based North State Bank. Upon completion of the closing, Mid America was able to purchase the resulting eNote within one business day after receiving the final loan package.

SAN JOSE, Calif., May 24, 2017 (SEND2PRESS NEWSWIRE) -- Hoge Fenton, a leading Northern California law firm, announced today that they have signed on with Boston-based Gradifi, the industry's first provider of the Employer SLP Plan(TM) (Student Loan Paydown Plan) to introduce a new benefit for its associate attorneys: financial assistance with student loans.

PROVO, Utah, May 24, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, has added more than a dozen new recording jurisdictions in five states across the American Northeast to its e-recording network, the nation's largest.

ATLANTA, Ga., May 23, 2017 (SEND2PRESS NEWSWIRE) -- FormFree(R) today announced that it has hired mortgage loan quality subject matter expert and analyst Ann Fulmer as its chief strategy and industry relations officer. FormFree's flagship product, AccountChek(R), is an asset verification app that streamlines the loan underwriting process for both borrowers and lenders, resulting in higher borrower satisfaction and shaving more than a week off the time it takes to close a loan.

SAN FRANCISCO and CONCORD, Calif., May 22, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Nick Pedisich has joined the firm as a Transportation Industry-focused insurance broker/producer.

SALT LAKE CITY, Utah, May 19, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced its Uniform Closing Dataset (UCD) XML file has been certified to meet all UCD requirements by both Fannie Mae and Freddie Mac ahead of the GSE's September 25 deadline for UCD delivery. To have its UCD XML file certified by the GSEs, IDS underwent an extensive testing process to ensure the dataset was delivered in a GSE-acceptable format.

ADDISON, Texas, May 19, 2017 (SEND2PRESS NEWSWIRE) -- Linda Jordan ended her business partnership with Powter Insurance, and launched Product Liability Specialty, LLC doing business as Jordan and Jordan Insurance Group. This structural change will have little to no impact on daily business operations with the agency. Any correspondence and checks will continue to bear the Jordan & Jordan name, as they always have.

RIVERSIDE, Calif., May 17, 2017 (SEND2PRESS NEWSWIRE) -- Pacific Sunbelt Mortgage, a division of Finance of America Mortgage, announced today the findings from its Q4 2016 customer satisfaction surveys. Pacific Sunbelt Mortgage is a long-time lender within the home building and REALTOR industry. The latest survey results included 138 responses with an overall average score of 92.9 percent for the lender.

SAN FRANCISCO, Calif. and HOUSTON, Texas, May 16, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Reba Mathew Pharm.D., R.Ph has joined the firm's Employee Benefits Consulting Practice as Pharmacy Practice Director.

ATLANTA, Ga., May 16, 2017 (SEND2PRESS NEWSWIRE) -- FormFree(R) today announced the direct integration of its AccountChek(R) automated asset verification service with the LoanSphere(R) Empower(R) loan origination system (LOS) offered by Black Knight Financial Services, a leading provider of integrated technology, data and analytics to the mortgage and real estate industries.

TORRANCE, Calif., May 16, 2017 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the mortgage industry's leading provider of document production, automated compliance and comprehensive eMortgage services, announced that it completed North Carolina's first 100 percent paperless eClosing. The DocMagic-driven eClosing was completed on Friday, May 5th at North State Bank and was carried out in the presence of borrowers Jason and Karen Boccardi, the North Carolina Secretary of State, a closing paralegal, an eNotary, and members of the media who documented the historical event.

TORRANCE, Calif., May 9, 2017 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the mortgage industry's leading provider of document production, automated compliance and comprehensive eMortgage services, announced that it completed an integration with BeSmartee, a leader in mortgage automation technology.