Tag: Finance

TORRANCE, Calif., Feb. 11, 2015 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the mortgage industry's leader in compliant loan document preparation and driver of complete eMortgage adoption, announced that its entire solution set now adheres to version 3.3 of the Mortgage Industry Standards Maintenance Organization (MISMO) Reference Model.

LIBERTYVILLE, Ill., Feb. 9, 2015 (SEND2PRESS NEWSWIRE) -- Following its fourth consecutive ranking as #1 Category Leader for budgeting software and services in the annual Best in KLAS report, Healthcare Insights, LLC (HCI) will exhibit at the 2015 Healthcare Financial Management Association (HFMA) Dixie Institute in Charleston, S.C. The annual conference brings together hospital finance executives to discuss critical issues facing health care providers in the southern states and beyond.

SAN DIEGO, Calif., Feb. 9, 2015 (SEND2PRESS NEWSWIRE) -- Bank of Southern California (OTCQB: FBBN) (the 'Bank') announced today that it completed a private placement of approximately $7.2 million of its common stock, positioning the Company to grow its Southern California Franchise.

ADDISON, Texas, Feb. 3, 2015 (SEND2PRESS NEWSWIRE) -- Mortgage Machine Services (MMS), a leading provider of enterprise lending solutions, announced it will begin offering the source code to Mortgage Machine(TM), its flagship loan origination system (LOS), to the entire mortgage industry. Previously hosted as a SaaS solution for a select group of mortgage banks, Mortgage Machine is a highly customizable origination platform that supports Retail, Wholesale and Correspondent lending.

SAN FRANCISCO, Calif., Feb. 4, 2015 (SEND2PRESS NEWSWIRE) -- Protector Holdings, a joint venture of EPIC (Edgewood Partners Insurance Center) and Dowling Capital Partners, announced today the acquisition of Peartree Insurance Services.

LIBERTYVILLE, Ill., Jan. 29, 2015 (SEND2PRESS NEWSWIRE) -- According to the just-released 2014 Best in KLAS: Software and Services report, Healthcare Insights, LLC (HCI), which provides integrated hospital financial management and cost accounting software as well as business process consulting services, continues to lead the industry. For the fourth consecutive year, HCI's INSIGHTS(R) software application again ranked as #1 Category Leader in the Budgeting Software and Services Category.

COMMERCE, Texas, Jan. 27, 2015 (SEND2PRESS NEWSWIRE) -- Texas AandM University-Commerce has selected Regent Education's financial aid management solution, Regent 8, to support the administration of financial aid for the state's first competency-based degree offered by a public university. The program is entitled the Texas Affordable Baccalaureate.

HOUSTON, Texas, Jan. 23, 2015 (SEND2PRESS NEWSWIRE) -- Investors from all over Texas and the nation will be gathering at the George R. Brown Convention Center in downtown Houston to learn from the nation's leading experts. On Jan. 31, 2015, Lifestyles Unlimited, a Houston based real estate education company, will be hosting a Wealth and Passive Income Expo that is expected to have over 2,500 people from all over the world in attendance.

DENVER, Colo., Jan. 22, 2015 (SEND2PRESS NEWSWIRE) -- Titan Capital Solutions (TCS), a wholly-owned correspondent investment subsidiary of mortgage services provider Titan Lenders Corp., today announced it has begun purchasing lenders' 'scratch and dent' production - loans rejected by the GSEs and private investors due to data, document and compliance errors with varying degrees of severity.

WASHINGTON, D.C., Jan. 22, 2015 (SEND2PRESS NEWSWIRE) -- Donation Pages, Inc. (DPI) today announced the launch of its recently enhanced political fundraising website. The new platform incorporates unique technology to provide a web-based automated crowd fundraising capability with cloud storage specifically designed for the complexities of political and nonprofit fundraising and micro-targeting advocacy.

WASHINGTON, D.C., Jan. 22, 2015 (SEND2PRESS NEWSWIRE) -- Donation Pages, Inc. (DPI) today announced the launch of its recently enhanced political fundraising website. The new platform incorporates unique technology to provide a web-based automated crowd fundraising capability with cloud storage specifically designed for the complexities of political and nonprofit fundraising and micro-targeting advocacy.

ATLANTA, Ga., Jan. 13, 2015 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Joe Salome and Barbara Scales have joined the firm's Employee Benefits Consulting team in Atlanta.

NEW YORK, N.Y., Jan. 13, 2015 (SEND2PRESS NEWSWIRE) -- AMA Acquisitions is a private equity firm in New York State that has a credit facility in place to make acquisitions of companies in manufacturing, distributing and other major industries through debt and equity financing.

POMPANO BEACH, Fla., Jan. 7, 2015 (SEND2PRESS NEWSWIRE) -- ARMCO - ACES Risk Management, a leading provider of web-based audit technology for the financial services industry, has announced it has hired seasoned mortgage quality control expert Phil McCall as chief operating officer. McCall brings more than 20 years of experience in quality control, loan origination and underwriting, mortgage fraud, loss and litigation and real estate-based transactions.

LIBERTYVILLE, Ill., Jan. 7, 2015 (SEND2PRESS NEWSWIRE) -- Hundreds of hospital finance executives from Alaska, California, Hawaii, Nevada, Oregon, and Washington are convening in San Diego next week to discuss critical issues facing hospitals in the Western states and beyond. Among the exhibitors at the Healthcare Financial Management Association (HFMA) Region 11 Symposium and Trade Faire will be Healthcare Insights, LLC, (HCI) in its first trade show appearance since merging with NOMISe, Inc. in October.

DENVER, Colo., Dec. 30, 2014 (SEND2PRESS NEWSWIRE) -- Mortgage fulfillment outsource services expert Titan Lenders Corp. (Titan) announced it will exit its retail general fulfillment service offering, which includes contract underwriting, closing, funding and post-closing for retail mortgage lenders, effective Jan. 31.

TROY, Mich., Dec. 18, 2014 (SEND2PRESS NEWSWIRE) -- United Wholesale Mortgage (UWM), one of the nation's largest and fastest growing wholesale lenders, announced that it launched a product which offers conventional financing on up to 97 percent loan to value (LTV).

LANSDALE, Pa., Dec. 16, 2014 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of Web-based compliant valuation management software, announced that the Philadelphia Business Journal (PBJ) presented its vice president of marketing, Jody Collup, with the highly regarded Women of Distinction award.

WEST PALM BEACH, Fla., Dec. 9, 2014 (SEND2PRESS NEWSWIRE) -- OpenClose, an enterprise-class end-to-end loan origination system (LOS) provider, announced that Pacific Union Financial, LLC signed with the company to implement its multi-channel, 100 percent browser-based LOS platform, LenderAssist(TM). The comprehensive solution will automate Pacific Union Financial's wholesale lending functions from start to finish and establish complete data control and visibility over processes.

TORRANCE, Calif., Dec. 9, 2014 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced today that it has acquired the assets of Doc-Tech Corporation, dba Document Express, a boutique document preparation company known for its exceptional customer service. The acquisition comes on the heels of DocMagic completing the purchase of award-winning eSignSystems in October.

SAN DIEGO, Calif., Dec. 5, 2014 (SEND2PRESS NEWSWIRE) -- We are all looking to operate as lean as possible and many employers turn to 1099 employees to reduce tax and insurance burden, says Jamie Reid, CEO of AccuSure. But a big question remains: if they file a work comp claim, would it be covered? Can the insurance company charge premium on a work comp audit? These are important for employers to know.

SALT LAKE CITY, Utah, Dec. 3, 2014 (SEND2PRESS NEWSWIRE) -- North Capital Investment Technology has closed its seed funding round of $1 million, attracting support from major institutional investors including JFO, Karlani Capital and Green Visor Capital.

SAN FRANCISCO, Calif., Nov. 24, 2014 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has acquired Greyling Insurance Brokerage and Risk Consulting, Inc., a specialty insurance broker and risk management consultant based in Atlanta, Ga., with locations in St. Louis, Mo. and Tampa, Fla.

SAN JOSE, Calif., Nov. 20, 2014 (SEND2PRESS NEWSWIRE) -- AccuSure today announced the launch of its revolutionary business at DEMO Fall 2014, world-renowned for launching the most innovative companies in mobile, cloud computing, consumer, and social media technologies.

DALLAS, Texas, Nov. 19, 2014 (SEND2PRESS NEWSWIRE) -- MorVest Capital, in concert with its funding partner Customers Bank (NASDAQ: CUBI), today announced that this week it has closed another mortgage servicing rights (MSR) credit facility for a Virginia company, adding to its growing tally. MorVest Capital, LLC is a boutique investment firm primarily focused on providing capital and strategic solutions to the mortgage banking and residential finance industry.

LANSDALE, Pa., Nov. 18, 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 named to HousingWire's 2014 Influential Women in Housing list.

SAN FRANCISCO, Calif., Nov. 17, 2014 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Andy D'Entremont has joined Crawford McInnis, Brian Tanner and Wilson Long as a principal in Birmingham, Ala.

DENVER, Colo., Nov. 14, 2014 (SEND2PRESS NEWSWIRE) -- Native Americans with a tribal enrollment card have been eligible for a specialized Home Loan Guarantee Program (HUD Section 184) since 1992 to assist in the purchase of a new home, says Morgan Pennington, a Section 184 Licensed Mortgage Consultant at Universal Lending Corporation. Beginning this year, there are some new changes went into place that will make it even more attractive to Native American Indian homeowners.

SAN FRANCISCO, Calif., Nov. 10, 2014 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Crawford McInnis, Brian Tanner and Wilson Long have joined the firm as principals in Birmingham, Ala.

SAN FRANCISCO, Calif., Nov. 7, 2014 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Karman Chan has joined the firm as Chief Financial Officer (CFO) in San Francisco.

TROY, Mich., Nov. 6, 2014 (SEND2PRESS NEWSWIRE) -- United Wholesale Mortgage (UWM), one of the nation's largest and fastest growing wholesale lenders, announced that it will be holding a webinar on game-changing strategies that brokers can utilize to generate more business in 2015. UWM's president and CEO, Mat Ishbia, will personally be conducting the webinar.

SALT LAKE CITY, Utah, Nov. 6, 2014 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has created an internal team devoted solely to developing and maintaining integrations between its flagship document preparation system, idsDoc, and its third-party partners.

SAN FRANCISCO, Calif., Nov. 5, 2014 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that surety executive Sharon Rusconi and her team have joined the firm in Sacramento, Calif. Rusconi's book of business and other assets were purchased by EPIC from Lesron Insurance Agency, Inc.

DURANGO, Colo., Nov. 3, 2014 (SEND2PRESS NEWSWIRE) -- The $30 billion U.S. private line services market has finally entered a period of no growth, says a market analysis study from Insight Research. Private line had always been a growth market for telcos and has been tracked by Insight for more than 18 years showing steadily increasing revenue growth. Yet the market is expected to decline 2.3 percent over the next five years, as the shift to packet-based Internet services allow customers to get higher bandwidth at lower costs which, in turn, is putting downward pressure on private line revenues.

DURANGO, Colo., Nov. 3, 2014 (SEND2PRESS NEWSWIRE) -- The $30 billion U.S. private line services market has finally entered a period of no growth, says a market analysis study from Insight Research. Private line had always been a growth market for telcos and has been tracked by Insight for more than 18 years showing steadily increasing revenue growth. Yet the market is expected to decline 2.3 percent over the next five years, as the shift to packet-based Internet services allow customers to get higher bandwidth at lower costs which, in turn, is putting downward pressure on private line revenues.

SAN FRANCISCO, Calif., Oct. 28, 2014 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been ranked #46 among the world's top insurance brokers in Finaccord's Global Insurance Broking: A Strategic Review of the World's Top 150 Commercial Non-Life Insurance Brokers.

SAN FRANCISCO, Calif., Oct, 21, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that John Walsh has joined the firm as their Principal of Executive Liability and Financial Lines insurance. Walsh brings more than 10 years of Financial Lines Broking, Placement, Underwriting, Business Development, Client Service, Operations and Claims Management experience to EPIC.

TROY, Mich., Oct. 16, 2014 (SEND2PRESS NEWSWIRE) -- United Wholesale Mortgage (UWM), one of the nation's largest and fastest growing wholesale lenders, announced that it earned a spot on HousingWire's inaugural HW Fast50(TM) list. UWM is referred to on the list as United Shore, which is its parent company. The company's growth was derived almost entirely from UWM's wholesale production.

SAN FRANCISCO, Calif., Oct. 15, 2014 (SEND2PRESS NEWSWIRE) -- EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Christopher Walker, Esq. has joined the firm as Director of Healthcare Compliance and Associate General Counsel, Employee Benefits. Walker will be based in EPIC's San Francisco headquarters and will report to Executive Vice President and General Counsel, Dan Crawford.

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.