Tag: Finance

WEST PALM BEACH, Fla., Sept. 29, 2016 (SEND2PRESS NEWSWIRE) -- OpenClose, an enterprise-class, multi-channel loan origination system (LOS) provider, announced that it has added a rate sheet generator to its product and pricing engine (PPE), DecisionAssist(TM). The new functionality quickly and efficiently automates rate sheet creation for timely distribution to branches and originators.

TORRANCE, Calif., Sept. 29, 2016 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that Corporate Settlement Solutions (CSS), a title and settlement services company, has successfully implemented DocMagic's Total eClose(TM) solution. As a result, CSS can offer a completely new customer experience, gain a competitive advantage, and remain 100 percent TRID compliant at all times.

SALT LAKE CITY, Utah, Sept. 29, 2016 (SEND2PRESS NEWSWIRE) -- MetaSource, the leading provider of mortgage quality control (QC) compliance advisory and workflow automation solutions, announced it has launched QReview, a web-based platform for pre-funding quality control (QC) audits. QReview is designed to streamline and automate pre-funding QC review for lenders who execute this function in-house with existing staff.

KIRKLAND, Wash., Aug. 29, 2016 (SEND2PRESS NEWSWIRE) -- Many Americans realize they need long-term care insurance, but balk at the premiums. "Now there's an easy way to pay," says Denise Gott, CEO of ACSIA Partners. "Just use some of the money that's already in your Health Savings Account."

ADDISON, Texas, Aug. 25, 2016 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode today announced it will purchase eNotes for loans closed electronically from approved sellers through its correspondent lending channel.

ATLANTA, Ga., Aug. 25, 2016 (SEND2PRESS NEWSWIRE) -- FormFree Holdings Corp. (FormFree), a provider of automated verification software, today announced that Mortgage Financial Services has selected AccountChek(TM) to automate borrower asset review for an easier, faster home loan application process.

PROVO, Utah, Aug. 23, 2016 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced it has added nine Southeast county recording offices and 14 Midwest county recording offices to its e-recording network. The new counties are located in Georgia, Florida, Illinois, Michigan, Missouri, North Carolina, Nebraska, Ohio, Tennessee, and Wisconsin.

SAN DIEGO, Calif., Aug. 23, 2016 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, announced it has completed its integration with Informative Research, one of the nation's oldest and largest credit reporting agencies. The integration makes it faster and easier for users of RV Exchange (RVX) loan origination software (LOS) to order Premier Credit Report, Informative Research's version of the tri-merge credit report that has become the mortgage industry standard.

POMPANO BEACH, Fla., Aug. 16, 2016 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced it has hired Dan Thoms as Chief Revenue Officer. Thoms possesses a deep background in the mortgage industry, having served in executive capacities for almost 20 years.

SAN DIEGO, Calif., July 7, 2016 (SEND2PRESS NEWSWIRE) -- ReverseVision today announced the release of key updates to ReverseVision Sales Accelerator (RVSA), a web-based loan origination tool specifically designed to assist loan officers with the sale of reverse mortgages. ReverseVision will celebrate the release with a "Closed-Loan Challenge" for loan officers who convert RVSA contacts into closed loans in ReverseVision Exchange (RVX) loan origination system (LOS) on or before October 31, 2016.

PROVO, Utah, June 28, 2016 (SEND2PRESS NEWSWIRE) -- Simplifile, a leader in electronic document and data workflow technology for lenders, settlement agents and counties, announced it has made several new hires in order to better support its mortgage lending clients and product lines.

SAN DIEGO, Calif., June 27, 2016 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative, the industry's only independent mortgage lending cooperative, has surpassed $100 Billion in originations with the addition of its 59th preferred member, Movement Mortgage.

KIRKLAND, Wash., June 27, 2016 (SEND2PRESS NEWSWIRE) -- If you're in the market for long-term care insurance, you may be in for a long, exasperating slog, according to ACSIA Partners, one of America's largest long-term care insurance agencies. "Unfortunately, LTC insurance isn't an easy thing to buy," says Denise Gott, the company's CEO.

ATLANTA, Ga., June 23, 2016 (SEND2PRESS NEWSWIRE) -- FormFree Holdings Corp. (FormFree), a provider of automated verification software, announced that Addison, Texas-based Mid America Mortgage has chosen AccountChek(TM) to conduct automated reviews of borrowers' asset accounts as part of its push towards executing a complete eMortgage.

FOOTHILL RANCH, Calif., June 23, 2016 (SEND2PRESS NEWSWIRE) -- Quandis, Inc., a leading provider of default management software and services, announced that it released a technology solution to help lending organizations comply with changes to the Military Lending Act (MLA) that take effect on Oct. 3, 2016. The MLA provides a number of new rules set forth by the Department of Defense (DoD) that impacts lenders working with active duty service members and their dependents. Failure to adhere to the DoD's amended compliance rules can result in severe repercussions.

DENVER, Colo., June 16, 2016 (SEND2PRESS NEWSWIRE) -- Altavera Mortgage Services (Altavera), the premier provider of third-party residential mortgage origination services, today announced that Jennifer Fountain has been named senior vice president of due diligence and will have oversight of its closed-loan file review business.

SAN FRANCISCO, Calif., June 16, 2016 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, today announced a significant milestone, having become the 15th largest employee benefits broker/consultant in the U.S. In addition, EPIC ranks #11 among the country's fastest growing large group broker/consultants, based on Form 5500 data from the Department of Labor, compiled by business intelligence provider miEdge.

SAN FRANCISCO, Calif. and STAMFORD, Conn., June 15, 2016 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that risk management professional Mark Millard has joined the firm's Stamford, Conn.-based EPIC Risk Solutions team as a Principal and Senior Producer.

IRVINE, Texas, June 14, 2016 (SEND2PRESS NEWSWIRE) -- LeaseAccelerator announced today that its CEO, Michael Keeler, will participate in a panel at the upcoming Financial Executives International (FEI) New Lease Accounting Standard Conference. Issued earlier this year, the new standards, FASB ASU 2016-02 (or Topic 842) for US GAAP and IFRS 16, will require companies to track virtually all real estate, equipment leases, and leases embedded in service agreements as assets and liabilities on their balance sheets starting as early as 2019.

SAN DIEGO, Calif., June 6, 2016 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, has partnered with Factual Data to provide integrated credit reporting solutions to users of RV Exchange (RVX) loan origination software (LOS). Credit information supplied by Factual Data is available in RVX as of the system's most recent update on April 18.

NEW YORK, N.Y., June 3, 2016 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently held an event at the Harvard Club examining the complex topic of family giving. A panel of professionals offered their knowledge and perspectives on how wealthy families can best support their philanthropic objectives.

NEW YORK, N.Y., May 31, 2016 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently volunteered a day of service at God's Love We Deliver (GLWD), a New York-based charitable organization.

DENVER, Colo., May 24, 2016 (SEND2PRESS NEWSWIRE) -- Altavera Mortgage Services (Altavera), the premier provider of third-party residential mortgage origination services, announced today that it will expand its closed-loan file review services beginning in Q3 2016. Closed-loan review, also known as pre-purchase review, is the review and approval of loans prior to investor purchase, or the audit of a loan package prior to purchase by a correspondent buyer or aggregator.

FLAT ROCK, N.C., May 17, 2016 (SEND2PRESS NEWSWIRE) -- Michael "Mike" Smith, M.B.A., and Certified Health Care Financial Professional (or CHFP), has been named director of finance with Four Seasons Compassion for Life. Smith attributes Four Seasons' leaders for modeling quality personal growth and professional development.

SAN DIEGO, Calif., May 12, 2016 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Vice President of Sales and Marketing Wendy Peel is one of Mortgage Professional America (MPA) magazine's 2016 'Elite Women in Mortgage.'

TORRANCE, Calif., May 12, 2016 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced the formal launch of its fully integrated 'eQC' solution that automates due diligence for investors and correspondent lenders.

SAN DIEGO, Calif., May 11, 2016 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the addition of 14 new lenders to their national network of originating members, according to the Collaborative's EVP of National Sales and Strategic Alliances, Rich Swerbinsky.

NEW YORK, N.Y., May 11, 2016 (SEND2PRESS NEWSWIRE) -- Jonathan B. Roberts, Chief Compliance Officer and Senior Vice President at KFWA (Klingenstein Fields Wealth Advisors), a leading wealth management firm with approximately $3 billion in assets under management, welcomed attendees with insightful opening remarks at the Investment Adviser Association's (IAA) 2016 Annual Leadership Conference.

PROVO, Utah, May 5, 2016 (SEND2PRESS NEWSWIRE) -- Simplifile, a leader in electronic document and data workflow technology for lenders, settlement agents and counties, announced it has installed its e-recording solution in 16 additional county recording offices across Alabama, Arkansas, Georgia, Florida, Louisiana, North Carolina and Pennsylvania.

SAN DIEGO, Calif., May 4, 2016 (SEND2PRESS NEWSWIRE) -- ReverseVision, Inc. (ReverseVision) is pleased to announce that it is again offering the popular 'Home-Equity Loans Facts Track' seminar for mortgage lenders interested in learning more about the home-equity conversion mortgage (HECM) loan on May 11 at the Hyatt Regency Huntington Beach, Sandpiper Room from 12:30 p.m. to 2:30 p.m.

PROVO, Utah, May 2, 2016 (SEND2PRESS NEWSWIRE) -- Simplifile, the nation's largest e-recording service provider, has partnered with Landtech Data Corporation (Landtech) to improve recording efficiency and ease payment processing for Landtech's nationwide customer base. The integration will further advance the efficiency of the e-recording process by allowing settlement service providers to submit and pay for their e-recording documents using Simplifile without ever leaving the Landtech system.

NEW YORK, N.Y., April 21, 2016 (SEND2PRESS NEWSWIRE) -- JenCap Holdings, LLC, a consolidator of specialty insurance distribution and program management businesses, including managing general agencies, specialty program underwriters, transactional wholesale brokers and captive managers, has acquired specialist MGA and wholesaler Trivedi-Capacity Associates, LLC. JenCap Holdings, LLC is a portfolio company of The Carlyle Group.

SAN DIEGO, Calif., April 20, 2016 (SEND2PRESS NEWSWIRE) -- ReverseVision announced today that Willow Bend Mortgage (Willow Bend), an independent mortgage lender serving the South Central United States, has selected RV Exchange (RVX) as its reverse mortgage loan origination software (LOS). A long-standing community lender in its home state of Texas, Willow Bend began expanding its reverse mortgage program in 2015 and is currently licensed to operate in 12 states.

DENVER, Colo., April 20, 2016 (SEND2PRESS NEWSWIRE) -- Altavera Mortgage Services (Altavera), the premier provider of third-party residential mortgage origination services, reports a marked uptick in non-Qualified Mortgage (non-QM) inquiries in the first quarter of 2016. According to President and Founder Brian Simons, staffing requests from Altavera's clients suggest the industry is preparing for increased business in Q2 and the second half of 2016.

SALT LAKE CITY, Utah, April 18, 2016 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it achieved 11 single-day company records for total document orders in 2015. Overall document fulfillment increased 24 percent from 2014 to 2015, with initial disclosures and closing documents seeing similar growth (26 percent and 22 percent, respectively). IDS also saw increased adoption of its eSign functionality in 2015, with 45 percent more documents electronically signed as compared to 2014.

GREAT FALLS, Va., April 18, 2016 (SEND2PRESS NEWSWIRE) -- LeaseAccelerator, the leader in Equipment Lease Management software, today announced a new release featuring updated functionality to support the new lease accounting standards introduced by the Financial Accounting Standards Board (FASB) and the International Accounting Standards Board (IASB). With support for FASB ASC 842 and IFRS 16, LeaseAccelerator customers can now confidently comply with the financial reporting requirements of the U.S. Securities and Exchange Commission (SEC) and other international regulators in time for the 2019 implementation deadlines.

TORRANCE, Calif., April 14, 2016 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc. the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that it was named to National Mortgage Professional magazine's annual 'Top 100 Mortgage Employers' list for 2016.

WESTON, Fla., April 13, 2016 (SEND2PRESS NEWSWIRE) -- Biggrey Trust takes the best of what other consumer protection services have to offer and combines them all into one winning solution. Biggrey Trust has two missions: to provide consumer protection and to help stores increase sales. When you have one, the other will follow.

TERRE HAUTE, Ind., April 11, 2016 (SEND2PRESS NEWSWIRE) -- A search committee tasked with finding a replacement for the retired director of the Terre Haute Department of Redevelopment will recommend that the Terre Haute Economic Development Corporation (THEDC) assume management of the department. The recommendation will be made at the April 20 meeting of the City of Terre Haute Redevelopment Commission.

SOUTH JORDAN, Utah, April 7, 2016 (SEND2PRESS NEWSWIRE) -- W. Val Oveson has joined Taxometry as Senior Vice President of Tax Administration. His responsibilities include oversight and implementation of the company's product and delivery.

SAN FRANCISCO, Calif., March 31, 2016 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, today announced that its Regional Director of Employee Benefits Tiffany McClellan will present at the Human Resource Executive Health and Benefits Leadership Conference at the Aria Resort and Casino in Las Vegas, March 30 to April 1. McClellan will speak on 'Strategies for Creating Impactful Employee Communications' alongside Cari Graham of Guidance Software Inc. on Friday, April 1 at 9 a.m.

ATLANTA, Ga., March 29, 2016 (SEND2PRESS NEWSWIRE) -- Reverse mortgage expert John Button, president and CEO of San Diego, California-based software provider ReverseVision, is available for interviews in Atlanta on Tuesday, April 12, and Wednesday, April 13, 2016.

DEERFIELD BEACH, Fla., March 29, 2016 (SEND2PRESS NEWSWIRE) -- RedFin POS, a leading provider of secure payment applications and payment gateway solutions, has launched SharkSwipe: a mobile app that allows for mobile transactions utilizing the super-compact, Bluetooth MSR/Chip & PIN SharkSwipe device. The free app is available today by visiting the Apple iTunes App Store, or Google Play Store.

LANSDALE, Pa., March 29, 2016 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of web-based compliant valuation management software, announced that CMG Financial (CMG), one of the nation's leading lenders, has streamlined the management of its appraisal process from start to finish using Global DMS' eTrac platform.

ALISO VIEJO, Calif., March 22, 2016 (SEND2PRESS NEWSWIRE) -- Platinum Data Solutions, a provider of valuation data and analytics solutions, has announced that Craig Zielazny, the company's senior vice president of valuation analytics, has been named to the Board of Advisors for Springfield, Ohio-based Wittenberg University's new Master of Science in Analytics program. The Board of Advisors is charged with collaborating to create the department's curricula and courses, and could include guest lecturing. The inaugural semester for Wittenberg University's Master of Science in Analytics program begins in August 2016.

DENVER, Colo., March 21, 2016 (SEND2PRESS NEWSWIRE) -- Mortgage services expert Titan Lenders Corp. (Titan) announced it has been acquired by Utah-based MetaSource, LLC. Terms of the deal were not disclosed. MetaSource provides an array of technology-driven services and solutions, including business process outsourcing.

SAN FRANCISCO, Calif. and ATLANTA, Ga., March 16, 2016 (SEND2PRESS NEWSWIRE) -- In the world of risk management, captive insurers are taking on a major role for companies of all sizes. As the number and types of captive insurers are expanding, so too have the types of risks that captive owners are funding through these alternative-risk financing structures, says EPIC Insurance Brokers and Consultants.

SAN FRANCISCO, Calif., March 7, 2016 (SEND2PRESS NEWSWIRE) -- Protector Holdings, a joint venture of EPIC Insurance Brokers and Consultants and Dowling Capital Partners, announced today the acquisition of BetterWay Insurance Services.

PLANO, Texas, Feb. 25, 2016 (SEND2PRESS NEWSWIRE) -- Nancy G. Pratt, vice president of Partner Strategies and Government Affairs at real estate technology company Pavaso, was elected to serve as co-chair of the Mortgage Industry Standards Maintenance Organization (MISMO) eMortgage Workgroup at the organization's Winter Summit in January.

SAN FRANCISCO, Calif., Feb. 18, 2016 (SEND2PRESS NEWSWIRE) -- Wattcoin(TM) Technologies Inc., a platform-as-a-service solution for energy companies to manage their customer's billing processes, energy savings and renewable energy investments, opens office in San Francisco, California.

ADDISON, Texas, Feb. 17, 2016 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode announced the firm has hired four new account executives in its wholesale and correspondent lending division.

SPRINGFIELD, Ill., Feb. 17, 2016 (SEND2PRESS NEWSWIRE) -- Website author and creator, Michael Piontkowski, also known as Piont, recently launched the Interest Free Banking website to get the word out on how every U.S. citizen can convert all their debt-interest money loans into zero percent, interest-free money loans.

TORRANCE, Calif., Feb. 16, 2016 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, today announced the development of an extensive set of new reps and warrants for its calculations, documents and data, which provides peace of mind to lenders when it comes to compliance with the TRID rule.

DEERFIELD BEACH, Fla., Feb. 11, 2016 (SEND2PRESS NEWSWIRE) -- RedFin today announced the launch of a web-based electronic bill payment and presentment (EBPP) platform to its payment gateway. The new platform allows merchants to generate and email secure payment links to customers who can then make payments through a secure payment form and/or make donations online. When done, vendors will receive direct deposit of funds into their bank.

DENVER, Colo., Jan. 19, 2016 (SEND2PRESS NEWSWIRE) -- Mortgage services expert Titan Lenders Corp. (Titan) announced it is now offering Trade Transaction Management Services to investors looking to acquire mortgage assets. Through these services, Titan facilitates the administrative tasks and logistical management of acquiring a loan pool. Using its comprehensive mortgage process and compliance foundation, Titan works in collaboration with investors to provide a deeper understanding of the risks the investor is potentially acquiring.

SAN DIEGO, Calif., Jan. 7, 2016 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), announced today that FINRA has approved a change in the Company's stock symbol. As of Monday, December 21, 2015 the new trading symbol for Bank of Southern California is BCAL. The former symbol, FBBN is no longer valid.

LOS ANGELES, Calif., Jan. 6, 2016 (SEND2PRESS NEWSWIRE) -- Carolwood Equities, a privately-held, fully-integrated real estate investment company, just closed a deal for an impressive return and the firm's founders, Andrew Shanfeld and Adam Rubin, partners, say it's just the beginning.

LAREDO, Texas, Jan. 5, 2016 (SEND2PRESS NEWSWIRE) -- Phylius Press is pleased to announce the 10th Anniversary Edition of the best-selling Medicaid planning book 'How to Protect Your Family's Assets from Devastating Nursing Home Costs: Medicaid Secrets' (ISBN: 978-1-941123-04-1), by attorney K. Gabriel Heiser.

ADDISON, Texas, Dec. 22, 2015 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode announced the firm's interest in purchasing Scratch and Dent loans with TILA-RESPA Integrated Disclosure (TRID) infractions, even if a previous investor has rejected the loan for purchase.

SAN FRANCISCO, Calif., Dec. 14, 2015 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has been named a 2015 'Excellence in Achievement' award winner by The BoardRoom magazine as the 'Insurance Provider of the Year.'

COMMERCE, Texas, Dec. 8, 2015 (SEND2PRESS NEWSWIRE) -- Texas A and M University-Commerce has expanded the use of Regent Education's financial aid management solution, Regent 8, to support the administration of financial aid for its entire population. In addition, it has added Regent's SNAP product to its solution set to automate the financial aid application process for students who are not eligible for federal financial aid but are eligible for state-funded programs.

SAN DIEGO, Calif., Dec. 7, 2015 (SEND2PRESS NEWSWIRE) -- ReverseVision, Inc. today announced their newest credit report partnership with Certified Credit Reporting, a nationwide provider of credit reports and mortgage information services. This integration within RV Exchange (RVX), ReverseVision's flagship reverse loan origination system (RLOS) platform, increases RVX users' choice of automated credit report services.

SAN DIEGO, Calif., Dec. 3, 2015 (SEND2PRESS NEWSWIRE) -- ReverseVision, Inc. has announced that noted financial planning expert Jamie Hopkins, Esq., JD, CLU(R), RICP(R), an associate professor of taxation at The American College in Bryn Mawr, Pennsylvania will deliver the keynote address at its inaugural User Conference 2016.

SAN DIEGO, Calif., Dec. 7, 2015 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative (TMC), an independent lending cooperative serving small- to mid-sized mortgage lenders and community-based lending institutions, has formed a strategic alliance with NAHREP Consulting Services (NCS), announced TMC Vice Chairman David G. Kittle, CMB.

MIAMI, Fla., Nov. 24, 2015 (SEND2PRESS NEWSWIRE) -- OPTIMA, an international developer headquartered in Sao Paulo, Brazil, announces its expansion into the Orlando region and is launching its first project there today, the 'Regal Palms Elite Townhomes.'