Tag: Finance

MACON, Ga., Oct. 24, 2017 (SEND2PRESS NEWSWIRE) -- Qbix Accounting Solutions announced today that Rocky Davidson is the first professional to complete and receive certification from the AICPA in Client Accounting Advisory Services. Qbix Accounting Solutions provides client accounting advisory services to nonprofit organizations, often referred to as outsourced accounting services.

SAN DIEGO, Calif., Oct. 24, 2017 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative, the nation's only independent mortgage cooperative, today announced that they have reached another milestone, adding 20 new lender members since their August summer conference in Nashville. This brings the Collaborative's membership total to 120 and an annual aggregate origination volume of $210 Billion.

ATHENS, Ga., Oct. 23, 2017 (SEND2PRESS NEWSWIRE) -- FormFree(R) today announced that it has entered into a pilot with Fannie Mae that could allow mortgage lenders to validate borrower income, asset and employment data through a single report as early as 2018.

POMPANO BEACH, Fla., Oct. 23, 2017 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, has announced that it has launched ACES Automated Document Manager (ADM), a new technology that uses robotic process automation to automate the core activities lenders undertake to reduce gross loan defects. ARMCO will be demonstrating ADM, which is available through ARMCO's ACES Audit Technology and as a stand-alone product, by appointment at MBA's Annual Convention and Expo 2017 in Denver, Colorado.

SAN DIEGO, Calif., Oct. 19, 2017 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced that Norwich Commercial Group, Inc. dba Norcom Mortgage (Norcom) has selected ReverseVision as its provider of choice for end-to-end HECM technology.

ADDISON, Texas, Oct. 19, 2017 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced measures it has taken to provide assistance to both lenders and borrowers that were impacted by recent federally declared disasters. In addition to $20,000 in donations from employees and the corporation toward relief efforts, Mid America will also purchase loans on properties located in areas impacted by the recent storms or fires. This includes both government and conventional loans underwritten to agency guidelines.

SALT LAKE CITY, Utah, Oct. 20, 2017 (SEND2PRESS NEWSWIRE) -- TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that Oklahoma-based Gateway Mortgage Group has chosen the Insight Risk & Defect Management (RDM) platform to conduct its internal quality control (QC) audits.

PROVO, Utah, Oct. 20, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that 31 additional recording jurisdictions throughout the Northeast, Southeast and Mid-Atlantic have signed on to Simplifile's e-recording platform.

PITTSBURGH, Pa., Oct. 18, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the opening of operations in Pittsburgh, Pa. with the hiring of Sean Andreas, Al Dragotto, Kurt Karstens, Pete Kostorick, Sally Krauss, Zach Mendelson, Phil Wakim, Chuck Yorio, Jan Zewe and others.

SAN DIEGO, Calif., Oct. 17, 2017 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative, the nation's only independent mortgage cooperative, recently announced details surrounding the continued expansion of their Collaboration Lab initiative. Launched in the spring of 2017, TMC's Collaboration Labs offer their Lender Members the opportunity to participate in day and a half long "deep-dive" networking sessions with peers f similar size and scope.

SAN DIEGO, Calif., Oct. 17, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has gained unprecedented industry-wide technology adoption among the investor aggregator community. MCT officially unveiled the Bulk Acquisition Manager(TM) (BAM) within its capital markets software platform, MCTlive!, in July of this year.

WASHINGTON, D.C., Oct. 17, 2017 (SEND2PRESS NEWSWIRE) -- NAMB, an association that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, has announced its housing outlook and its plans to advocate for change.

WASHINGTON, D.C., Oct. 16, 2017 (SEND2PRESS NEWSWIRE) -- NAMB, an association that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, today announced that former president elect John Stevens has been appointed to the role of president.

SAN DIEGO, Calif., Oct. 16, 2017 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative, the nation's only independent mortgage cooperative, today announced a new strategic partnership with PHH Mortgage, a leading subservicer and portfolio retention provider. The new relationship with PHH Mortgage adds an experienced, best-in-class subservicer to their preferred partner network.

MACON, Ga., Oct, 12, 2017 (SEND2PRESS NEWSWIRE) -- LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced that the Advanced Technology Development Center (ATDC) - Georgia's technology incubator - has accepted LBA Ware into its ATDC Signature portfolio. As an ATDC Signature company, LBA Ware will have access to ATDC coaching and programming, potential investment capital and additional resources from the Georgia Institute of Technology, including intellectual property and talent.

SAN DIEGO, Calif., Oct. 12, 2017 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative, the nation's only independent mortgage cooperative, has released its monthly benchmarking solution to its Lender Members. The first reports were made available this month and will be provided to participants on a month-to-month, real-time basis.

SAN DIEGO, Calif., Oct. 10, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it earned a spot on the San Diego Business Journal's (SDBJ) Best Places to Work list for the sixth year in a row.

LEE'S SUMMIT, Mo., Oct. 10, 2017 (SEND2PRESS NEWSWIRE) -- Pendo, a nationwide appraisal management company (AMC), announced that Paul Wholley has been hired as VP of Sales, responsible for leading the company's national sales team.

NEW YORK, N.Y., Oct. 10, 2017 (SEND2PRESS NEWSWIRE) -- Whether it's a family reunion, a school team outing, a destination wedding or friends just traveling together for a special getaway, TravelInsurance.com recommends group travel insurance plans to protect their investments. Planning travel for groups of 10 or more on the same itinerary can involve a lot more logistics than the typical trip. The company's Group Travel Site offers an easy and affordable way for group leaders or travel agents to offer trip protection to all of the members of the group and manage them all on a single site.

ORLANDO, Fla. and HOUSTON, Texas, Oct. 9, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Retirement Consultant Rich Eagar will present at the 2017 PLANADVISER National Conference (PANC) on Thurs., Oct. 12 at the JW Marriot, Grande Lakes in Orlando, Fla.

NEW YORK, N.Y., Oct. 6, 2017 (SEND2PRESS NEWSWIRE) -- Celebrating the breakthrough success of their education and training programs for Stocks, Options and Forex professional traders Live Traders have decided to give back to the financially less fortunate. The educational platform recently celebrated the launch of the Live Traders Scholarship Program where qualified students have a chance to go through the Live Trader training program for free or at dramatically deep discounts.

MACON, Ga., Oct. 5, 2017 (SEND2PRESS NEWSWIRE) -- Qbix Accounting Solutions announces a new eBook by Rocky Davidson, CPA. The 8-page eBook, "Optimal Nonprofit Financial Management through Outsourcing" is written for Nonprofit Executive Directors who are looking to improve their accounting function.

WASHINGTON, D.C., Oct. 5, 2017 (SEND2PRESS NEWSWIRE) -- NAMB, the organization that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, today announced that it has appointed Valerie Saunders as the organization's new executive director.

FRESNO, Calif., Oct. 4, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Tim House has joined the firm as a Property & Casualty Insurance Broker/Producer in EPIC's Fresno, California office.

RANCHO SANTA MARGARITA, Calif., Oct. 3, 2017 (SEND2PRESS NEWSWIRE) -- Quandis, Inc., a leading default management mortgage technology provider, announced that it has added new functionality that allows servicers and default attorneys to more easily manage images of official certificates from the Department of Defense (DoD) to demonstrate proof of compliance for adherence to the Servicemembers Civil Relief Act (SCRA).

LEE'S SUMMIT, Mo., Oct. 3, 2017 (SEND2PRESS NEWSWIRE) -- Pendo, a nationwide appraisal management company (AMC), has made enhancements to their Appraisal Review Tool, which is part of their proprietary technology solutions for appraisal management.

SAN DIEGO, Calif., Oct. 3, 2017 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative (TMC), the nation's only independent mortgage cooperative, announced a new preferred partner relationship with national credit information service provider, Certified Credit Reporting. As a result of this new partnership, lender members of The Mortgagee Collaborative will receive discounted pricing on Certified Credit's suite of credit and verification services.

WASHINGTON, D.C., Oct. 2, 2017 (SEND2PRESS NEWSWIRE) -- NAMB, an association that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, today announced a rebranding that includes a new logo and marketing campaign. NAMB's new brand identity emphasizes the diversity of its member base, which includes individual loan originators and small and midsize mortgage origination businesses of all kinds-brokers, bankers and correspondent lenders.

HOUSTON, Texas and SAN FRANCISCO, Calif., Sept. 28, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of Retirement Rob Massa and Ascende Wealth Advisers Inc., EPIC's Retirement Consulting Team, has been named to the 2017 Financial Times 401 Top Retirement Plan Advisers. This list recognizes the top financial advisers who specialize in serving Defined Contribution (DC) retirement plans.

SHERMAN OAKS, Calif., Sept. 28, 2017 (SEND2PRESS NEWSWIRE) - Matic Insurance Services (Matic), a digital insurance agency that enables borrowers to purchase homeowner's insurance during the home-buying transaction, today announced a new partnership with LendingQB, a provider of "lean lending" loan origination technology. Matic announced the news as part of a live demonstration at San Francisco's Digital Mortgage Conference.

NEW YORK, N.Y., Sept. 28, 2017 (SEND2PRESS NEWSWIRE) -- Between now and the end of the year, people will travel in droves to visit family and friends - across town, across the country and across the globe, notes TravelInsurance.com. Taking time off and being with those you love go hand-and-hand with the holidays, but unfortunately, Mother Nature doesn't always cooperate.

PHOENIX, Ariz., Sept. 27, 2017 (SEND2PRESS NEWSWIRE) -- RestaurantOwner today released the results of their 2017 Independent Restaurant Recruiting Survey. The report summarizes input gathered from over 400 independent restaurant owners and operators regarding their proven recruiting practices.

NASHVILLE, Tenn. and SAN DIEGO, Calif., Sept. 26, 2017 (SEND2PRESS NEWSWIRE) -- Built was named to The Mortgage Collaborative's Preferred Partner Network, providing solutions for digital draw management and collaboration software for the network's lenders active in construction lending.

ATHENS, Ga., Sept. 26, 2017 (SEND2PRESS NEWSWIRE) -- FormFree(R) today announced the impending launch of AccountChek Plus(TM), a new tool for lenders that combines the features of AccountChek(R), the nation's most trusted asset verification app, with liens and civil judgments data from LexisNexis(R) Risk Solutions. By giving lenders a more complete picture of borrower ability-to-pay before loans go to underwriting, AccountChek Plus cuts costs, reduces risk and empowers better lending decisions.

SALT LAKE CITY, Utah, Sept. 25, 2017 (SEND2PRESS NEWSWIRE) -- TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that it has added a data subscriptions feature to its flagship mortgage quality control (QC) audit platform Insight Risk & Defect Management (RDM).

PASADENA, Calif., Sept. 25, 2017 (SEND2PRESS NEWSWIRE) -- Lender Price, the emerging leader in digital mortgage lending technology, announced today that it has named veteran mortgage industry executive Jerry Halbrook as its CEO and has opened a fresh round of equity funding to fuel its growth trajectory.

KIRKLAND, Wash., Sept. 25, 2017 (SEND2PRESS NEWSWIRE) -- Have you been called upon to arrange care for an aging parent or other loved one? If so, "it can be a blessing in disguise," says Denise Gott, CEO of ACSIA Partners, one of the nation's largest long-term care insurance agencies. "It can inspire you to plan ahead for your own care, without delay."

POMPANO BEACH, Fla., Sept. 25, 2017 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software ACES Audit Technology(TM), announced the release of the ARMCO Mortgage QC Trends Report for the first quarter of 2017.

ATLANTA, Ga., Sept. 26, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Risk Management Consultant Tom Mackey will present at the Seventh Annual Next Generation Manufacturing Signature Event on Thursday, Sept. 28 at Mercedes-Benz Stadium in Atlanta, Ga.

TORRANCE, Calif., Sept. 22, 2017 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that its head of operations, Mike Zarrilli, has been named to HousingWire's Insiders Award list for 2017.

SAN DIEGO, Calif., Sept. 21, 2017 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative (TMC), the nation's only independent mortgage cooperative, today announced it has promoted Rich Swerbinsky to the role of Chief Operating Officer. Having served as its executive vice president of national sales and strategic alliances since 2015, Rich Swerbinsky will now serve TMC as its COO.

SAN DIEGO, Calif., Sept., 21, 2017 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative (TMC), the nation's only independent mortgage cooperative, announced a new partnership with east-coast based CPA and advisory firm, ACS Accounting. The new relationship with ACS, adds another best-in-class tax and accounting firm to their preferred partner network.

WEST PALM BEACH, Fla., Sept. 21, 2017 (SEND2PRESS NEWSWIRE) -- OpenClose(R), a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced that multiple credit unions are now using OpenClose's LenderAssist(TM) LOS platform to automate the mortgage side of their businesses.

SHERMAN OAKS, Calif., Sept. 21, 2017 (SEND2PRESS NEWSWIRE) -- Matic Insurance Services (Matic), a digital insurance agency that enables borrowers to purchase homeowner's insurance during the home-buying transaction, has forged a partnership with automated lending technology provider Roostify. The company announced the news Tuesday afternoon from the stage of TechCrunch's Startup Battlefield, part of the TechCrunch Disrupt SF conference held in San Francisco this week. Matic was one of just six elite startups chosen to advance to the final round of the competition.

AUSTIN, Texas, Sept. 20, 2017 (SEND2PRESS NEWSWIRE) -- The Nonprofit Executive Series webcasts, hosted by Xanegy, will kick off on Tuesday, September 26, with "Trends in Human Capital Management." The Nonprofit Executive Series is a monthly webcast for nonprofit leaders.

NEW YORK, N.Y., Sept. 20, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Anthony (Tony) Gerrato has joined the firm as a Principal in EPIC's New York City office.

SAN FRANCISCO, Calif., Sept. 20, 2017 (SEND2PRESS NEWSWIRE) -- Sparkle Coin, Inc., designed to be the most transactable cryptocurrency available, is launching its initial coin offering (ICO) at 1 p.m. PDT September 20 and running through October 20, 2017 with coins beginning at $5. A LIVE STREAMING event will start at 12 p.m. PDT at TechCrunch SF.

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

POMPANO BEACH, Fla., Sept. 18, 2017 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, today announced the release of ACES Automated Document Manager. ADM can parse hundreds of PDF files, identify each document in the file, and categorize them by document type or name.

SAN FRANCISCO, Calif., Sept. 14, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Senior Consultant Duane Dennis and Director of HR Technology Solutions Jamie Chambers will present at the Cement Employers Association Annual Meeting on Tuesday, Sept. 19 at 8:15 a.m. at South Point Hotel Casino Spa in Las Vegas.

SALT LAKE CITY, Utah, Sept. 14, 2017 (SEND2PRESS NEWSWIRE) -- TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that JMAC Lending, a Southern California-based wholesale and correspondent lender, has selected TRK's flagship mortgage quality control (QC) audit platform Insight Risk & Defect Management (RDM).

SAN DIEGO, Calif., Sept. 14, 2017 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, will host its third annual user conference February 6-8, 2018, at the Kona Kai Resort and Spa on San Diego's Shelter Island.

SAN FRANCISCO, Calif., Sept. 14, 2017 (SEND2PRESS NEWSWIRE) -- Sparkle Coin, Inc., founders of Sparkle Coin, a new cryptocurrency that allows users to make purchases from popular online retailers - like Amazon and Walmart - and features a currency exchange for liquidity, will be hosting a "lunch and launch" event during TechCrunch Disrupt SF 2017.

TIPP CITY, Ohio, Sept. 13, 2017 (SEND2PRESS NEWSWIRE) -- The Tipp Pride Association Board of Directors announced today that the organization has received a $100,000 sponsorship from Unity National Bank for the construction of Tipp City's new community stadium. The generous gift will lead ongoing fundraising to support stadium construction.

SAN DIEGO, Calif., Sept. 12, 2017 (SEND2PRESS NEWSWIRE) -- The following ReverseVision experts, whose expertise on the Home Equity Conversion Mortgage (HECM) ranges from HUD guideline interpretation to market analysis to education, are available for interviews regarding HUD's planned changes to the HECM program.

MACON, Ga., Sept. 11, 2017 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced that Melville, New York-based US Mortgage Corporation (US Mortgage) has implemented CompenSafe to automatically calculate commissions for its loan originators and operations staff located in 24 branches across the United States.

HOUSTON, Texas and SAN FRANCISCO, Calif., Sept. 11, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Retirement Senior Associate Clay Ma will present at the Texas Total Rewards Conference on Friday, Sept. 15 at 8:30 a.m. at The Worthington Renaissance Fort Worth Hotel in Fort Worth, Texas.

SALT LAKE CITY, Utah, Sept. 7, 2017 (SEND2PRESS NEWSWIRE) -- TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced it has promoted Colton Hansen to vice president of business development. In this new role, Hansen will be responsible for leading and executing company objectives for sales and marketing campaigns, implementing new technologies, and analyzing new opportunities.

LEE'S SUMMIT, Mo., Sept. 6, 2017 (SEND2PRESS NEWSWIRE) -- Pendo, a nationwide appraisal management company (AMC), announced that John Whitlow, the company's vice president of operations and technology, has been named to the second annual HousingWire Insiders list.

CHICAGO, Ill., Sept. 6, 2017 (SEND2PRESS NEWSWIRE) -- Sparkle Coin, Inc. today introduced its eponymous cryptocurrency, the first of its kind backed by diamonds, as the initial step toward the company's goal of creating more efficient global economic growth to promote societal advancement by developing a platform that brings cryptocurrencies into the mainstream business and consumer markets. Sparkle Coin is a hybrid cryptocurrency possessing the best qualities of both PoW (Proof of Work) and PoS (Proof of Stake).

WEST PALM BEACH, Fla., Sept. 6, 2017 (SEND2PRESS NEWSWIRE) -- OpenClose, a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced that it integrated with Timios, Inc., a national provider of title and settlement services to banks, financial institutions and mortgage lenders. The integration allows users to efficiently draw all title and settlement fees directly from within OpenClose's LenderAssist(TM) LOS, eliminating data entry, saving time and ensuring fees are fully accurate and TRID compliant.

ADDISON, Texas, Sept. 6, 2017 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today that Spectrum Mortgage Holdings has signed on as an eWarehouse line provider for Mid America's eCorrespondent division. Through this partnership, Spectrum will offer lower net worth requirements (*see note 1). on warehouse lines and purchase eNotes from qualified emerging mortgage bankers approved as Mid America eCorrespondent sellers.

NEW YORK, N.Y., Sept. 6, 2017 (SEND2PRESS NEWSWIRE) -- In the aftermath of Hurricane Harvey and as Hurricane Irma bears down on the Caribbean and Florida, TravelInsurance.com has seen a significant rise in traffic to the site, as travelers seek out ways to protect their investments. With the 2017 Atlantic Hurricane Season only half-way through, the threat of future storms wreaking havoc on travel plans remains high. TravelInsurance.com offers essential tips for travelers affected by the current storms and for those planning trips through the end of the Atlantic Hurricane Season.

SAN DIEGO, Calif., Sept. 5, 2017 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, reported a record number of newly licensed lenders entering the Home Equity Conversion Mortgage (HECM) market in 2017, according to data from its RV Exchange (RVX) loan origination system (LOS).

MACON, Ga., Sept. 5, 2017 (SEND2PRESS NEWSWIRE) -- LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced that Founder and President Lori Brewer has been recognized as one of The MReport magazine's 2017 "Women in Housing."