Tag: Finance

LANSDALE, Pa., Oct. 14, 2014 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of Web-based compliant valuation management software, announced that it launched Appraisal Tracking On Mobile (ATOM), an application that arms appraisers with robust functionality, instant access to information, and communication capabilities that facilitates greater productivity in the field.

SAN FRANCISCO, Calif., Oct. 14, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Co-founder and Executive Chairman Dan Francis has elected to leave the firm effective November 1, 2014.

SAN FRANCISCO, Calif., Oct. 13, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that William P. (Bill) Cosgrove has joined the firm as managing principal and Financial Institutions Practice leader. Cosgrove brings 28 years of insurance industry underwriting, production, marketing, client service, management and executive leadership experience to the firm.

TROY, Mich., Oct. 7, 2014 (SEND2PRESS NEWSWIRE) -- United Wholesale Mortgage (UWM), one of the nation's largest and fastest growing wholesale lenders, announced that it has been selected as a finalist for Mortgage Technology magazine's 2014 Online Originator Award.

SALT LAKE CITY, Utah, Oct. 2, 2014 (SEND2PRESS NEWSWIRE) -- According to document volume data from mortgage document preparation vendor International Document Services, Inc. (IDS), home equity lines of credit (HELOCs) have increased significantly among IDS customers in 2014.

CHICAGO, Ill., Sept. 23, 2014 (SEND2PRESS NEWSWIRE) -- National valuation services provider, eValuation ZONE, Inc., announced today the launch of their new USPAP compliant product eVal 1.0, a hybrid valuation report utilized for a variety of programs such as HELOCs, REOs, as well as purchases and refinances for non-agency and portfolio programs.

SAN FRANCISCO, Calif., Sept. 22, 2014 (SEND2PRESS NEWSWIRE) -- Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that Sean Shannon has joined the firm's property team as Vice President/Property Broker.

DULUTH, Ga., Sept. 22, 2014 (SEND2PRESS NEWSWIRE) -- EPIC, a retail property, casualty insurance brokerage and employee benefits broker, announced today that it has added Annette Shepherd as a Multinational Placement Specialist and Account Executive on their risk management team in the Southeast. Shepherd brings over 30 years of insurance and risk management experience, including 10 years as a Multinational Placement Broker.

SAN DIEGO, Calif., Sept. 18, 2014 (SEND2PRESS NEWSWIRE) -- ReverseVision, Inc. today announced the launch of their Professional Services division aimed at helping reverse mortgage lenders and brokers to be more successful.

SAN FRANCISCO, Calif., Sept. 18, 2014 (SEND2PRESS NEWSWIRE) -- Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that professional liability brokerage veteran Karen Kutger has joined the firm as Senior Vice President. Kutger joins WTCI from Howden Insurance Services, Inc. where she specialized in professional liability, management liability, cyber liability and related financial lines coverages. Her portfolio of retail sourced business will be accompanying her as part of the move.

SAN DIEGO, Calif., Sept. 16, 2014 (SEND2PRESS NEWSWIRE) -- ReverseVision is proud to announce it has been named a finalist for the 2014 Lenders' Choice Award by Mortgage Technology magazine. ReverseVision is the leading provider of business solutions for the reverse industry offering such products as RV Exchange (RVX).

NEW YORK, N.Y., Sept. 17, 2014 (SEND2PRESS NEWSWIRE) -- National Retirement Programs, Inc., the sponsor of the Atprime Pension Inspector(TM) Suite, announces free 5 year downloads of actual Plan Sponsor Filed Form 5500 plus Yearly Plan Alerts, Plan Provision Descriptions, and Participant Classification Rosters.

TROY, Mich., Sept. 16, 2014 (SEND2PRESS NEWSWIRE) -- United Wholesale Mortgage (UWM), one of the largest and fastest wholesale mortgage lenders in the nation, announced that Laura Lawson has been promoted to the newly created position of chief people officer (CPO). Previously, Lawson served as senior vice president of marketing where she was responsible for all aspects of the company's wholesale marketing efforts.

MILL VALLEY, Calif., Sept. 11, 2014 (SEND2PRESS NEWSWIRE) -- Today ArteQuesta announces a new art investment program in its support for veterans and military families. The fine arts investment company believes that every opportunity for the enjoyment of art, including the opportunity for art investment, should be given to those who serve the United States.

SAN FRANCISCO, Calif., Sept. 8, 2014 (SEND2PRESS NEWSWIRE) -- Protector Holdings, LLC, a joint venture of EPIC (Edgewood Partners Insurance Center) and Dowling Capital Partners, announced today the acquisition of Northern California's SavePro Insurance Solutions.

COLUMBIA, Md., Sept. 3, 2014 (SEND2PRESS NEWSWIRE) -- iFOS today announced it has received award notification to provide Administrative, Budget and Program Support Services for anti-violence programs at the United States Department of Justice, Office on Violence Against Women (OVW). The contract is a firm fixed price contract with a five-year performance period.

SAN DIEGO, Calif., Sept. 2, 2014 (SEND2PRESS NEWSWIRE) -- Mortgage lenders offering the HUD-insured Home Equity Conversion Mortgage (HECM) will find that originating reverse loans carries fewer risks than traditional mortgages. Recent HUD changes have made these loans even better suited to serve their intended purpose, according to reverse mortgage expert Jeffrey Taylor, a ReverseVision board member and president of Wendover Consulting.

TROY, Mich., Aug. 26, 2014 (SEND2PRESS NEWSWIRE) -- With three year sales growth of 480 percent, United Shore ranked No. 1071 on the Inc. 5000 list of fastest growing private companies. United Shore, parent company of top wholesale mortgage lender United Wholesale Mortgage, is revolutionizing lending from a commodity to a service based business.

DENVER, Colo., Aug. 25, 2014 (SEND2PRESS NEWSWIRE) -- Titan Capital Solutions (TCS), a wholly-owned jumbo correspondent investment subsidiary of mortgage outsource services provider Titan Lenders Corp., has announced June 2014 was its largest lock month in both volume and dollar amount since its inception in October 2012.

SALT LAKE CITY, Utah, Aug. 25, 2014 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS) announced it has launched a comprehensive 'Resources' website within its flagship doc prep system idsDoc. The main feature of the site, a compliance-focused blog authored by IDS Compliance Officer Jonathan Johnson, was made available to clients through the idsDoc doc prep platform on Aug. 8.

LANSDALE, Pa., Aug. 19, 2014 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of Web-based compliant valuation management software, announced that its vice president of marketing, Jody Collup, has been honored by National Mortgage Professional Magazine on its 'Top 25 Most Connected Mortgage Professionals' list.

SAN FRANCISCO, Calif., Aug. 13, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a nationwide retail property, casualty and employee benefits insurance broker/consultant, announced today the addition of the retail risk management and property/casualty team of JLT Towers Re. This strategic build-out of a team serving large, complex risk management accounts is a product of EPIC's broadening alliance partnership and collaboration with JLT Towers Re. The agreement is effective August 11.

SAN FRANCISCO, Calif., Aug. 4, 2014 (SEND2PRESS NEWSWIRE) -- Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that casualty brokerage veteran Jennifer Terra has joined the firm as Vice President/Casualty Broker.

FOOTHILL RANCH, Calif., July 30, 2014 (SEND2PRESS NEWSWIRE) -- Quandis, Inc., a leading provider of mortgage servicing software, announced that Scott Law Firm, which serves the default servicing industry, is actively utilizing its new military search name permutation functionality. Scott Law Firm can now more easily and efficiently identify active duty military borrowers in the Department of Defense (DoD) database to comply with the Servicemembers Civil Relief Act (SCRA).

RALEIGH, N.C., July 29, 2014 (SEND2PRESS NEWSWIRE) -- Massey Consulting has been selected by the Carolina Hurricanes to implement cloud-based Intacct Financial Accounting, the company announced today. The Carolina Hurricanes will use Intacct to track the financials of the franchise, each home game, as well as other entertainment events held at PNC Arena.

SAN FRANCISCO, Calif., July 21, 2014 (SEN2PRESS NEWSWIRE) -- The shareholders of Jenkins Insurance Services (Jenkins), a Leavitt Group agency, have sold 100 percent of their shares in Jenkins to EPIC (Edgewood Partners Insurance Center). The transaction, which closed on July 17, was retroactively effective July 1. Jenkins, with California offices in Concord, Sacramento, San Jose, Orange County, and in Reno, Nevada, employs 160 and has approximately $34 million of annual revenue.

PETALUMA, Calif., July 14, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance broker/consultant, announced today the addition of Andrea Levin as a vice president in their Petaluma office. Levin brings 24 years of experience in the development and management of property and casualty insurance and risk management programs, working with a wide range of business and industry and specializing in financial institutions.

WEST PALM BEACH, Fla., July 11, 2014 (SEND2PRESS NEWSWIRE) -- OpenClose, an enterprise-class end-to-end loan origination system (LOS) provider, announced that lenders are successfully using the secondary marketing component of its LOS, LenderAssist(TM), to deliver greater insight and control for secondary marketing departments.

KIRKLAND, Wash., July 2, 2014 (SEND2PRESS NEWSWIRE) -- Today LTC Financial Partners, LLC and LTC Global Marketing Inc. announced the completion of the merger of the two companies into one of America's largest distributors of senior market insurance products. Industry veteran Denise Gott, formerly Executive Vice President of LTC Financial, will serve as Chief Executive Officer of the new combined entity.

MANCHESTER, N.H., June 30, 2014 (SEND2PRESS NEWSWIRE) -- Southern New Hampshire University (SNHU) has selected Regent Education's financial aid management system -- Regent 8 -- to support financial aid processes for all their students and programs including their industry-leading online programs and their new and cutting edge Competency Based Education program known as College for America (CFA).

OCEANSIDE, Calif., June 12, 2014 (SEND2PRESS NEWSWIRE) -- Master jeweler Chad Elliott of Oceanside Jewelers has expanded their award winning jewelry design storefront to now include Oceanside Pawnshops. Having applied for and received a pawnbroker's license from the State of California to offer pawn loans in exchange for personal jewelry, Oceanside Jewelers is pleased to expand its services as a pawn loan specialist in the area of gold, jewelry, diamonds, fine watches, diamonds, and gemstones of all types.

LANSDALE, Pa. and HONOLULU, Hawaii, June 10, 2014 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of Web-based compliant valuation management software, and Collateral Analytics, a leading provider of real estate analytics and valuation products, announced they formed a strategic alliance that integrated various components of their software valuation solutions.

SAN RAMON, Calif., June 3, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage, has added Greg Dobson as a principal in its employee benefits division. Dobson brings 30 years of employee benefits expertise to EPIC. He will be based in the company's San Ramon office.

SALT LAKE CITY, Utah, May 21, 2014 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS) announced it has made its fourth consecutive appearance on the Top 50 Service Providers list, issued by SourceMedia's Mortgage Technology magazine.

DENVER, Colo., May 19, 2014 (SEND2PRESS NEWSWIRE) -- Titan Capital Solutions (TCS), a wholly-owned jumbo correspondent investment subsidiary of mortgage outsource services provider Titan Lenders Corp., announced it has been named a preferred investor by Capital Markets Cooperative (CMC), a nationwide alliance of mortgage bankers.

SAN DIEGO, Calif., May 14, 2014 (SEND2PRESS NEWSWIRE) -- MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging, loan sale execution, and risk management services, announced the formal launch of MCTlive(TM), a secondary marketing technology platform designed for capital markets trading and pipeline management. MCTlive provides lenders with a browser-based software solution, robust online tools and real-time analytics for secondary marketing departments.

DENVER, Colo., May 8, 2014 (SEND2PRESS NEWSWIRE) -- Titan Capital Solutions (TCS), a wholly-owned jumbo correspondent investment subsidiary of mortgage outsource services provider Titan Lenders Corp., announced it has added 13 approved sellers to its correspondent jumbo program in the first quarter of 2014. The additions represent a 20 percent increase in TCS approved sellers since the end of 2013.

SALT LAKE CITY, Utah, May 1, 2014 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS) announced more than half (51.6 percent) of all document packages it processed in 2013 were signed electronically. In addition, following the IRS's approval of electronically signed 4506-T documents in late 2012, 18.5 percent of all 4506-T documents processed by IDS were E-signed in 2013.

AUSTIN, Texas, April 1, 2014 (SEND2PRESS NEWSWIRE) -- Ding Guard, an Austin, Texas-based automobile service contract provider, and First Community Credit Union announced today that members will now have access to a value-add service through Ding Guard, a leading product in automotive cosmetic reconditioning. The partnership provides a non-interest income product offering as part of the loan package for prospective members. Clients can protect their purchase from the first day of car ownership with Ding Guard's restorative service plan.

LANSDALE, Pa., April 1, 2014 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of Web-based compliant valuation management software, announced that its eTrac Enterprise platform has been integrated with the CoreLogic(R) ChannelMaster(R) Enterprise Lending Solution (ELS). The integration allows ChannelMaster users to compliantly order and process appraisals, attain real-time status updates, establish transparency and control, and return completed appraisal files directly from the ChannelMaster platform.

OVERLAND PARK, Kan., March 28, 2014 (SEND2PRESS NEWSWIRE) -- The National LTC Network announces its immediate past Chairman, Mike Skiens, is featured in an article on long term care planning in Kiplinger's Retirement Report (March 2014).

SAN DIEGO, Calif., March 20, 2014 (SEND2PRESS NEWSWIRE) -- ReverseVision the leading software and technology provider for the reverse mortgage industry, is pleased to announce that Gregg Holsapple has joined as Product Strategist. In this role, Holsapple will have responsibility for product and program analysis, developing requirements and building out our product design process.

KIRKLAND, Wash., March 12, 2014 (SEND2PRESS NEWSWIRE) -- Today LTC Financial Partners, LLC (LTCFP) announces a broad expansion of its strategic partnership program. 'We're opening our doors to seasoned senior-market professionals who want to expand their service offerings through a turn-key process,' says Denise Gott, Executive Vice President for LTCFP.

FOOTHILL RANCH, Calif., March 7, 2014 (SEND2PRESS NEWSWIRE) -- Quandis, Inc., a leading provider of default management technology solutions, announced that it earned a spot on HousingWire magazine's new HWTECH 100(TM) list. Quandis is among 23 companies recognized in the servicing category of the list.

SAN FRANCISCO, Calif., March 3, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, has added Cheryl Doege as a senior consultant to their national employee benefits consulting practice. Doege brings 23 years of experience in human resources and benefits consulting to EPIC with specialties in benefit program design and funding strategies.

DULUTH, Ga., Feb. 27, 2014 (SEND2PRESS NEWSWIRE) -- EPIC, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has added Sean Leonard to the employee benefits consulting practice in their Southeast division, The McCart Group. Leonard brings more than 19 years of managerial experience in human resource and benefits, including 12 years spent in benefits consulting, insurance sales and client relationship management.

SAN DIEGO, Calif., Feb. 26, 2014 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading software and technology provider for the reverse mortgage industry, has added Jason Meches as Chief Technology Officer (CTO). In this role, Meches will have responsibility for the development and operations of ReverseVision technology products.

DENVER, Colo., Feb. 26, 2014 (SEND2PRESS NEWSWIRE) -- Titan Capital Solutions (TCS), a wholly-owned correspondent lending subsidiary of mortgage outsource services provider Titan Lenders Corp., announced it has achieved significant growth in 2013, signing on 65 clients in its first full year of operations.

LOS ANGELES, Calif., Feb. 25, 2014 (SEND2PRESS NEWSWIRE) -- Galorath, Inc. is excited to announce that it has reached an agreement with Dassault Systemes, to integrate SEER for Manufacturing with CATIA, the world's leading application for product design and innovation. For many companies, cost estimating is a very fragmented activity and the inclusion of SEER's Cost Estimator in CATIA will allow manufacturers to initially model and test composite manufacturing processes and tradeoffs during the earliest and most preliminary stages of design.

KIRKLAND, Wash., Feb. 18, 2014 (SEND2PRESS NEWSWIRE) -- Long-term care services, which are generally not covered by Medicare or regular health insurance, can be expensive. 'Sticker shock keeps many from thinking about it,' says Ken Dehn, General Counsel for LTC Financial Partners LLC (LTCFP), one of the nation's most experienced long term care insurance solutions agencies.

IRVINE, Calif., Feb. 14, 2014 (SEND2PRESS NEWSWIRE) -- Brandman University has selected Regent Education's financial aid management solution to enable them to successfully transition to Competency Based Learning and support their innovative curriculum model. Regent 8 is the only financial aid management solution to offer complete support for all enrollment models including standard term, non-term, borrower-based and competency based learning.

DENVER, Colo., Feb. 10, 2014 (SEND2PRESS NEWSWIRE) -- Therapy Partner, a national leader in providing online, streamlined and clean technology for the needs of clinicians in private practice (psychologists, psychiatrists, and therapists), has launched 3.0 a progressive, single device application, for complete practice management. Therapy Partner 3.0 has a user interface that is intuitive and is driven by 'Book-Bill-Document' proprietary technology; streamlining the daily tasks that clinicians are faced with in business.

SAN DIEGO, Calif., Feb. 5, 2014 (SEND2PRESS NEWSWIRE) -- MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging and risk management services, today announced that its COO, Phil Rasori, is scheduled to present at the 11th Annual Eastern Secondary Market Conference.

DULUTH, Ga., Feb. 5, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center) a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has added Don Atkinson to the risk management consulting practice in their Southeast Region, The McCart Group. Atkinson brings 29 years of experience in risk management and insurance sales and client relationship management to The McCart Group.

SUNNYVALE, Calif., Jan. 29, 2014 (SEND2PRESS NEWSWIRE) -- Planese Inc. released a summary of its Consumer Satisfaction Survey this week. Local Retailers are the best at meeting the needs of their customers - and grocery stores offer the most predictable consumer experience. The report was compiled from a survey of U.S. homeowners to determine their level of satisfaction with purchases of goods and services in 11 key industries.

SALT LAKE CITY, Utah, Jan. 28, 2014 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS) announced it has expanded its internal customer service team by 72 percent in 2013 and its overall staff by 45 percent. The company attributes the expansion to increased demand for the company's initial disclosure document preparation services and electronic signature functionality, particularly in light of the Jan. 14 Dodd-Frank changes.

SALT LAKE CITY, Utah, Jan. 17, 2014 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS) has hired Daniel Miller as vice president of business development. With nearly 20 years' experience in sales, Miller will be responsible for overseeing IDS's various partner integrations and new customer implementations, in addition to managing and growing IDS's Western sales region.

SAN DIEGO, Calif., Jan. 16, 2014 (SEND2PRESS NEWSWIRE) -- MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging, outsourced lock desk and risk management services, announced that it relocated its corporate headquarters to a larger facility. The move provides MCT with the necessary infrastructure to accommodate its increasing growth and the capacity to continue delivering elevated support to clients.

SAN DIEGO, Calif., Jan. 13, 2014 (SEND2PRESS NEWSWIRE) -- ReverseVision, Inc. today announced the addition of appraisal services from Landmark Network to the ReverseVision Reverse Loan Origination System (RLOS) platform. ReverseVision's RLOS offers a library of tightly integrated services that streamline the reverse lending process.

SAN FRANCISCO, Calif., Jan. 9, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has acquired The McCart Group of Atlanta, Ga.

TROY, Mich., Dec. 27, 2013 (SEND2PRESS NEWSWIRE) -- United Wholesale Mortgage (UWM), one of the nation's fastest growing wholesale lenders, has become the number one wholesale lender in the country in origination volume as ranked by Mortgagestats for Q3 2013. UWM has been growing at a rapid rate over the past several years and has now achieved the top slot for the first time ever.

SAN DIEGO, Calif., Dec. 20, 2013 (SEND2PRESS NEWSWIRE) -- Interpreters Unlimited, Inc. announced this week that it has recently acquired Albors and Alnet, a language and medical transportation company. The Bank of Southern California was instrumental in providing the financing for the acquisition.

PASADENA, Calif., Dec. 18, 2013 (SEND2PRESS NEWSWIRE) -- DrivenBI and Return on Efficiency announced their partnership today, empowering customers to achieve operational insights in entirely new ways. SRK simply replaces spreadsheets for analysis, delivering self-service capability for reporting and Operational Dashboards demanded by the insurance industry. SRK unifies, analyzes and presents data from insurance operations and systems in shareable and actionable report snapshots and intuitive dashboard creation.

TROY, Mich., Dec. 17, 2013 (SEND2PRESS NEWSWIRE) -- United Wholesale Mortgage (UWM), one of the largest wholesale mortgage lenders in the nation, announced that it has designed a new program that provides originators with the option for borrowers to select the amortization term that works best for their financial situation.

SALT LAKE CITY, Utah, Dec. 17, 2013 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has completed the final phase of its planned major Dodd-Frank Act changes to its flagship document preparation system idsDoc by its self-imposed deadline of Nov. 15.