Tag: Finance

NEW YORK, N.Y., Jan. 18, 2017 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with more than $3 billion in assets under management, is pleased to announce that Maria Chambers, Vice President, has been promoted to Chief Compliance Officer at the firm. Ms. Chambers' responsibilities include administering KFWA's compliance program, overseeing day to day compliance needs, maintaining and developing compliance policies, procedures and processes.

PROVO, Utah, Jan. 18, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document and data collaboration and recording technologies for lenders, settlement agents, and counties, today announced the integration of its Collaboration and Post Closing services with LendingQB, a provider of 100 percent web browser-based, end-to-end mortgage loan origination software.

DENVER, Colo., Jan. 17, 2017 (SEND2PRESS NEWSWIRE) -- Altavera Mortgage Services (Altavera), a leading provider of outsourced residential mortgage origination services, today announced its plans for expansion in 2017 along with highlights from the company's last 12 months of growth. The firm was acquired by Australian financial services company Computershare Limited (ASX:CPU) in May.

SAN DIEGO, Calif., Jan. 17, 2017 (SEND2PRESS NEWSWIRE) -- ReverseVision Inc., the leading provider of software and technology for the reverse mortgage industry, has teamed up with the San Diego Food Bank to help local residents in need. The Jacobs & Cushman San Diego Food Bank is the largest hunger-relief organization in San Diego County.

SAN FRANCISCO, Calif., Jan. 13, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that its Managing Principal & Practice Leader - Financial Risk Solutions, Bill Cosgrove will speak at the Cap-Intro West Conference on January 19 at the Hyatt Regency in San Francisco, Calif. in the Main Hall - Pacific Level.

SAN FRANCISCO, Calif. and STAMFORD, Conn., Jan. 12, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that casualty risk management professional Timothy Ward has joined the firm's Stamford, Connecticut-based EPIC Risk Solutions Practice as a Principal and Casualty Practice Leader.

PROVO, Utah, Jan. 10, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Freedom Mortgage has begun using the Simplifile Collaboration service in its wholesale division to quickly and easily exchange data with its settlement partners.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Jan. 9, 2017 (SEND2PRESS NEWSWIRE)-- EPIC Insurance Brokers & Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Melissa Delaney has joined the firm as a senior vice president in their Private Client Solutions Specialty Group. Delaney will be responsible for client relations, management and production for EPIC's Northeast Region Private Client Solutions team.

PROVO, Utah, Jan. 5, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that four new Wyoming counties have joined Simplifile's e-recording network following the January 1 passage of a law authorizing e-recording statewide.

SAN DIEGO, Calif., Jan. 5, 2017 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that mortgage industry expert Rob Chrisman will address attendees of RV UserCon 2017 as a special session speaker on February 9 in San Diego.

SAN DIEGO, Calif., Jan. 4, 2017 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC: BCAL / OTCMKTS:BCAL) announced that it has completed a capital raise of $7 million through a stock purchase agreement of the Bank's common stock with Castle Creek Capital, based in Rancho Santa Fe, California.

INDIANAPOLIS, Ind., Dec. 20, 2016 (SEND2PRESS NEWSWIRE) -- Financial Technologies & Management (FTM) has released the dates and agenda for 2017 Nonprofit Forum monthly online event for nonprofit organizations. Jim Simpson, CPA will host each forum. Mr. Simpson is a nonprofit financial leader and trainer, CFO, Controller, and software advisor for over 25 years.

SAN FRANCISCO, Calif., Dec 19, 2016 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been recognized by their team members nationally as one of the "Best Places to Work in Insurance" in a survey conducted annually by Business Insurance Magazine and co-sponsor Best Companies Group. This is the 7th time that EPIC has received this significant and meaningful award.

DENVER, Colo., Dec. 14, 2016 (SEND2PRESS NEWSWIRE) -- Maxwell Financial Labs, Inc. announced today it had secured $1.95M in funding, with anchor investors MATH Venture Partners, Techstars Ventures, Zelkova Ventures and Sovereign's Capital. The funding follows on the heels of Maxwell's commercial launch on August 16.

SAN DIEGO, Calif., Dec. 13, 2016 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that its president and CEO, John Button, has joined the board of directors for the National Reverse Mortgage Lenders Association (NRMLA).

SEATTLE, Wash., Dec. 13, 2016 (SEND2PRESS NEWSWIRE) -- Appraiser Dashboard, a provider appraisal technology, has announced the launch of its namesake appraisal workflow and networking technology. Appraiser Dashboard is the industry's first appraiser-facing technology that automatically informs AMCs (appraisal management companies) and lenders each time the appraiser user takes action in the appraisal process.

RIVERSIDE, Calif., Dec. 7, 2016 (SEND2PRESS NEWSWIRE) -- Marvin Lee Robey announces the release of his latest book, "Axe the Taxes." Mr. Robey says "Axe the Taxes" is based on Supreme Court cases dealing with taxes and quotes those Supreme Court rulings.

SAN FRANCISCO, Calif., Dec. 5, 2016 (SEND2PRESS NEWSWIRE) -- Protector Holdings, a joint venture of EPIC Insurance Brokers & Consultants and Dowling Capital Partners, announced today the acquisition of Big Savings Insurance Services, the firm's largest acquisition to date. Headquartered in Sacramento, California, Big Savings specializes in providing insurance services to Hispanic consumers; writing auto insurance from 14 California locations including Sacramento, Yuba City, Lodi, Stockton, Rancho Cordova, Roseville, Modesto, Turlock, Fresno, San Leandro, San Jose and Salinas.

LOS ANGELES, Calif., Dec. 5, 2016 (SEND2PRESS NEWSWIRE) -- Finance of America Mortgage, a national, full service mortgage banker, is pleased to announce that Jeana Ziroli Kobielsky has opened rateOne Home Loans, a division of Finance of America Mortgage in San Clemente, Calif. Orange County native, Jeana Ziroli Kobielsky, will serve as Branch Manager and will focus on developing new retail branches by assembling a team of talented mortgage advisors and processors.

OLDSMAR, Fla., Dec. 1, 2016 (SEND2PRESS NEWSWIRE) -- Nationwide Appraisal Network (NAN), an innovative, women-owned, industry-leading appraisal management company with true national coverage, announced today that Monica Bankus has joined the company and will serve as VP of Operations. In that role, she will lead a team that will employ proprietary, groundbreaking technology, enhanced workflow and processes, improved communication with appraisers and lenders - and establish a new Platinum Standard for customer experience at NAN, a standard that with time the mortgage industry might attempt to adopt as its own.

POMPANO BEACH, Fla., Dec. 1, 2016 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced it has released its ARMCO Mortgage QC Industry Trends report, covering the second quarter of 2016. Using the Fannie Mae loan defect taxonomy, the report details the analysis of post-closing quality control data from loan files and findings captured by the ACES Analytics benchmarking system.

FREDERICK, Md., Nov. 30, 2016 (SEND2PRESS NEWSWIRE) -- The Washington Student Achievement Council (WSAC) has selected Regent Education's Electronic Application for State Financial Aid (e-ASFA) to automate its Washington Application for State Financial Aid (WASFA) process for all participating schools within the state of Washington. For students who are ineligible for federal financial aid due to immigration status, the WASFA provides a chance to apply for state financial aid including: State Need Grant, the College Bound Scholarship, State Work Study and the Passport to College Promise Scholarship.

TORRANCE, Calif., Nov. 29, 2016 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that it has successfully completed the mortgage industry's first comprehensive eClosing in Massachusetts, which included both lender and closing/settlement agent documentation, for radius financial group, inc.

ATLANTA, Ga., Nov. 29, 2016 (SEND2PRESS NEWSWIRE) -- FormFree today announced that Rate Reset, the world leader in automated loan retention and acquisition software, has selected AccountChek(TM) by FormFree as its technology provider for automated asset verification. AccountChek helps financial institutions determine in just seconds the ability of customers to pay back loans, without the hassle of collecting bank statements or other asset documents.

SALT LAKE CITY, Utah, Nov. 29, 2016 (SEND2PRESS NEWSWIRE) -- MetaSource, the leading provider of mortgage quality control (QC) compliance advisory and workflow automation solutions, announced it has promoted John Nixon to Chief Revenue Officer (CRO). In this new role, Nixon will be responsible for the alignment of all resources dedicated to demand creation for business development, strategic account management and marketing to foster growth to continue MetaSource's success.

LANSDALE, Pa., Nov. 28, 2016 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of web-based compliant valuation management software, announced that it has launched Global Delivery(TM), an alternative to the traditional way appraisal documents are prepared, packaged and compliantly provided to borrowers by way of printed appraisals sent via U.S. mail. The result is near removal of human involved tasks, operational disruption, a reduction of costs and a more efficient process for mailing appraisals.

SAN FRANCISCO, Calif., Nov. 22, 2016 (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 2016 Elite Agency for the second year in a row by Insurance Business America, a publication that reports on the latest achievements in insurance and also provides the latest in business best practices in a continually evolving industry.

SAN DIEGO, Calif., Nov. 21, 2016 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the appointment of David G. Kittle, CMB as its President said John M. Robbins, CMB, the corporation's Chairman.

NEW YORK, N.Y., Nov. 15, 2016 (SEND2PRESS NEWSWIRE) -- According to a new study by Thintri, Inc., an array of short range wireless (SRW) technologies is about to remake a range of markets with inexpensive, easy to use products available to nearly every consumer or business. The report, "Market Opportunities in Short Range Wireless," explores short range wireless technologies and the markets they address.

WEST PALM BEACH, Fla., Nov. 15, 2016 (SEND2PRESS NEWSWIRE) -- OpenClose, an enterprise-class, multi-channel loan origination system (LOS) provider, announced that it has redesigned and added new features to its borrower-facing ConsumerAssist(TM) solution to deliver exceptional online and mobile point-of-sale tools.

IRVINE, Calif., Nov. 15, 2016 (SEND2PRESS NEWSWIRE) -- LIBERTY Dental Plan is proud to announce its selection as a participating dental plan for the 2017 benefit year. LIBERTY will offer individual or family dental plans through Covered California this open enrollment period as well as coverage options for small businesses.

HOUSTON, Texas, Nov. 11, 2016 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Ascende - an EPIC Company has promoted Mary Parker and Dina Flavin to managing principals, joining Steve Goulet and Suzanne McGarey as strategic leaders of Ascende's Health & Welfare practice. Collectively, they also serve as client engagement managers, providing senior leadership support and direction to the firm's consulting clients.

CORAL SPRINGS, Fla., Oct. 26, 2016 (SEND2PRESS NEWSWIRE) -- PitBullTax Software, the industry leader in IRS Tax Resolution software, is excited to announce that it's unveiling a new flagship product - PitBullTax Transcripts - a stand-alone IRS Transcripts Delivery and Reporting software. The product will launch at the National Conference of Bankruptcy Judges in San Francisco from October 26-29; it's sure to create some buzz.

PASADENA, Calif., Oct. 3, 2016 (SEND2PRESS NEWSWIRE) -- Lender Price, the emerging leader in real-time, competitive mortgage analytics and product pricing & eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, today announced its upcoming launch at the 2016 MBA Annual Convention in Boston, October 23 - 26.

LANSDALE, Pa., Oct. 3, 2016 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of web-based compliant valuation management software, announced that HousingWire honored its vice president of marketing, Jody Collup, with the magazine's inaugural Insiders Award. HousingWire created the new award to recognize unsung heroes who are the cornerstone of every great company, whether in lending, servicing, investing or real estate.

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.