CA Finance

CA Finance

CA Finance

CA Finance
cloudvirga inc

Fintech Mortgage Automation Pioneer Cloudvirga Raises $15M in Series B Funding

IRVINE, Calif. /California Newswire/ -- Cloudvirga(SM), developer of the automated, cloud-based intelligent Mortgage Platform(R) (iMP), announced today it has raised $15 million in a series B funding round led by Incenter, a Blackstone Group portfolio company. The new funding will support cloudvirga as it scales its technology and expands its product offerings.
EPIC Insurance’s Gill and Pilger

EPIC Insurance’s Gill and Pilger to Present at SOAHR SHRM-Atlanta HR 2017 Conference

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Benefits Strategy Consultant Suzannah Gill and Director of Employee Benefits Compliance Carl Pilger will present at SOAHR, SHRM-Atlanta's 27th Annual HR Conference, on Wednesday, March 29 at 2:40 p.m. at the Cobb Galleria Centre in Atlanta, Ga.
ReverseVision

Bank of England Mortgage, Arkansas, Helps Customers Get More Out of HECM and ReverseVision Tech

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Bank of England (BOE) Mortgage, a nationwide mortgage lender based in England, Arkansas, has selected RV Exchange (RVX) loan origination software (LOS) to support its growing Home Equity Conversion Mortgage (HECM) division.
Qualia Labs

Qualia Integrated with Fidelity National Title Group AgentTRAX System for Title Services

SAN FRANCISCO, Calif. /California Newswire/ -- Qualia, the fastest growing provider of title settlement software, announced it has integrated the agentTRAX portal from Fidelity National Title Group (NYSE:FNF) into its settlement platform. Through this integration, Chicago Title, Commonwealth Land Title and Fidelity National Title agents can issue Closing Protection Letters (CPLs) and generate policy jackets directly through the Qualia system.
MuniServices

MuniServices Helps Cities Manage Emerging Cannabis Industry

CATHEDRAL CITY, Calif. /California Newswire/ -- In years past, Cathedral City, a desert community of 52,000 people located between Palm Springs and Rancho Mirage, was more well-known for its golf courses than its cannabis industry. Now, in the wake of the passage of Prop. 64 last November, a new “Green Rush” has the potential to carve a niche in the Coachella Valley landscape, says MuniServices.
Lender Price

2017 NAMB East Association of Mortgage Professionals Convention: Lender Price to Unveil the Lender Price Marketplace

PASADENA, Calif. /California Newswire/ -- Lender Price, the emerging leader in real-time, competitive mortgage analytics and product pricing & eligibility (PPE) solutions announced today that it is launching the Lender Price Marketplace at the 2017 NAMB East Association of Mortgage Professionals Convention exhibit in Atlanta, Georgia on March 16 - 18.
Qualia Labs

Qualia Labs Connects to AgentNet from First American for Integrated Title Services

SAN FRANCISCO, Calif. /California Newswire/ -- Qualia, the fastest growing provider of title settlement software, announced it has integrated its namesake settlement platform with AgentNet(R) from First American Title Insurance Company, a leading provider of title insurance and settlement services and the largest subsidiary of First American Financial Corporation (NYSE:FAF).
David Kittle

Marking Major Milestone, The Mortgage Collaborative Welcomes 100th Lender Member

SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative, the nation's only independent mortgage cooperative, announced today that the 100th lender member joined the organization, a milestone reached following their recent Winter Lender Member Conference in Scottsdale, Ariz.
ReverseVision RVX LOS

Second Annual ReverseVision’s User Conference Draws Newcomers to Reverse Mortgage Industry

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, drew a record crowd of reverse mortgage lenders, brokers and industry newcomers to its second annual user conference February 8-10 at the Hilton San Diego Mission Bay Resort and Spa.
EPIC Insurance

EPIC Insurance Brokers Recognized as a ‘Top Specialist’ for Construction and Design Firms Nationally by IBA

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC has been recognized among an elite group of U.S. specialty brokers by Insurance Business America (IBA).
ReverseVision

Reverse Mortgage Innovator, ReverseVision Named to HousingWire’s HW TECH100 for Second Time

SAN DIEGO, Calif. /California Newswire -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced it has been named to HousingWire's HW TECH100(TM) list of the housing economy's most innovative technology companies for a second time. Previously recognized in 2015, ReverseVision is the only reverse mortgage loan origination software (LOS) provider to be selected for the prestigious award in 2017.
Qualia Labs

Qualia Labs Integrates with Old Republic Title’s ezJacket and Closing Protection Letter Software

SAN FRANCISCO, Calif. /California Newswire/ -- Qualia, the fastest growing provider of title settlement software, announced it has completed an integration with Old Republic Title's ezJacket and Closing Protection Letter (CPL) software applications. As a result, title agents can now generate policy jackets, policy reports and CPLs directly without leaving the Qualia system.
Brian Tanner, Mary Grandy and Tony Lorber

EPIC Brokers’ Brian Tanner, Mary Grandy and Tony Lorber Honored as 2017 ‘Power Brokers’ by Risk & Insurance

SACRAMENTO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Brian Tanner, Senior Vice President Mary Grandy and Senior Vice President Tony Lorber have been recognized as 2017 Power Brokers by Risk & Insurance Magazine.
Jeff Birdsell

Jeff Birdsell of ReverseVision Named to MPA Hot 100 for Advancing Reverse Mortgage Industry

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Vice President of Professional Services Jeff Birdsell, CMB, has been selected as one of Mortgage Professional America (MPA) magazine's 2017 Hot 100. Birdsell was recognized for his significant contributions to the reverse mortgage industry over a career that has spanned 25 years.
Wholesale Trading Insurance Services

Chris Kiley Joins Wholesale Trading Insurance Services (WTIS) in San Francisco

SAN FRANCISCO, Calif. /California Newswire/ -- Wholesale Trading Insurance Services, LLC (WTIS) announced today that industry veteran Chris Kiley has joined the firm as Managing Director/Property Broker. WTIS is a privately-held wholesale insurance broker created and managed by industry veterans whose goal is to better align the business interests of the retail broker, the wholesaler and insurance carriers.
Qualia Labs

Qualia Partners with Stewart Information Services Corp. to Enhance Title Agent Experience

SAN FRANCISCO, Calif. /California Newswire/ -- Qualia, the fastest growing provider of title settlement software, announced it has completed an integration with Stewart Information Services Corp. (NYSE:STC), a leading provider of title insurance. Through the integration with Stewart Access, title agents will be able to obtain Stewart rate information, create title policy jackets and issue Closing Protection Letters (CPLs) directly within Qualia.
Tony DiVita

Bank of Southern California, NA Promotes Tony DiVita to Executive VP, Chief Banking Officer

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTCMKTS:BCAL / OTC Pink: BCAL) announced that Tony DiVita has been promoted to the role of Executive Vice President, Chief Banking Officer. In his expanded role, he will continue to oversee new business origination and customer retention efforts, the Small Business Administration (SBA) Group, and bank marketing.
EPIC INSURANCE

EPIC Strengthens California Benefits Team, Acquires Benefit Compass Insurance Services LLC

IRVINE, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property & casualty insurance brokerage and employee benefits consultant, announced today it has acquired Benefit Compass Insurance Services, LLC, a specialist in employee benefits brokerage and consulting services.
COO Phil Rasori

Mortgage Capital Trading COO Phil Rasori to Speak at 2017 Independent Mortgage Bankers Conference

PALM SPRINGS, Calif. /California Newswire/ -- Independent Mortgage Bankers Conference (IMBC) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that its COO, Philip Rasori, will speak on a panel session on the subject of investor base optimization.
MCT and OpenClose

MCT and OpenClose Complete New Integration to Optimize Lender Loan Hedge Positions

PALM SPRINGS, Calif. /California Newswire/ -- Independent Mortgage Bankers Conference - OpenClose(R) an enterprise-class, multi-channel loan origination system (LOS) provider, and Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, jointly announced they developed an integration that eliminates manual intervention and streamlines the delivery of loan data to maximize hedging for lenders.
EPIC Insurance

EPIC Insurance welcomes Senior Business Leader and Consultant Duane Dennis to Los Angeles Team

LOS ANGELES, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Duane Dennis has joined the firm as a senior consultant and principal in the firm's Southern California Employee Benefits Consulting Practice.
EPIC INSURANCE

EPIC Now Ranked 26 Among World’s Largest Commercial Insurance Brokers

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been ranked #26 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."
Kelly Kelleher of ReverseVision

Kelly Kelleher of ReverseVision Named Director of Corporate Marketing and Events

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, Inc., the leading provider of software and technology for the reverse mortgage industry, today announced the promotion of Kelly Kelleher to the role of director of corporate marketing and events. In her new role, Kelleher will refine ReverseVision's brand identity to ensure it resonates with an evolving reverse mortgage marketplace.
Rosemary Hughes

EPIC Insurance’s Rosemary Manning Hughes to Present at ISCEBS 2017 in New York

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that senior consultant and principal Rosemary Manning Hughes will present at the 2017 Health & Welfare Compliance Update put on by the New York Metro Area Chapter of the International Society of Certified Employee Benefit Specialists (ISCEBS) on Wednesday, Jan. 25 at 8:45 a.m. at BDO, 100 Park Ave., 11th Floor in New York, N.Y.
Bill Cosgrove of EPIC

Cap-Intro West Conference: EPIC Insurance’s Bill Cosgrove to Speak

SAN FRANCISCO, Calif. /California 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.
ReverseVision

Banking Expert Rob Chrisman to Address Special Session at ReverseVision 2017 UserCon

SAN DIEGO, Calif., /California 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.
Bank of Southern California, N.A.

Bank of Southern California, N.A. Completes $7M Capital Offering and Announces New Board of Directors

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (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.

The Mortgage Collaborative Releases Aggressive 2016 Growth Data with $150B in Origination Volume

SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative, the industry's premier mortgage cooperative, today released year-end data on its 2016 growth. "Adding 50 new lender members and 20 new Preferred Partners in 2016 met the aggressive goals established by our Board, and grew our aggregate origination volume to over $150 billion," said David G. Kittle, CMB, the Collaborative's President.
ReverseVision

NRMLA Adds ReverseVision CEO John Button to Board of Directors

SAN DIEGO, Calif. /California 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).
Axe the Taxes Book 2016

New Book, ‘Axe the Taxes’ Might Help You Pay for Your Big Christmas!

RIVERSIDE, Calif. /California 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.
Jeana Ziroli Kobielsky has opened rateOne Home Loans

rateOne Home Loans Opens Branch Office in San Clemente, Calif.

LOS ANGELES, Calif. /California 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.
Protector Holdings - Premier Insurance

Big Savings Insurance Agency acquired by Protector Holdings

SAN FRANCISCO, Calif. /California 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.
ReverseVision

ReverseVision President and CEO John Button named a 2016 Vanguard Award Winner

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that its President and CEO John Button has been selected as a 2016 Vanguard Award(TM) winner by HousingWire magazine. Button was recognized for his excellence as a business leader as well as his overall contributions to the reverse mortgage industry and U.S. housing economy.
Rob Massa and Craig Schmidt

EPIC Brokers’ Rob Massa and Craig Schmidt Named 2016 ‘Top Benefit Advising Innovators’

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Employee Benefit Adviser (EBA) named Director of Retirement Rob Massa and Senior Wellness Consultant Craig Schmidt as "Top Benefit Advising Innovators."
JRL GOLF Junior Academy

EPIC Golf Insurance Services Named ‘Insurance Provider of the Year’ Second Year in a Row

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has been named the 2016 "Excellence in Achievement" award winner for the second year in a row by BoardRoom Magazine as the "Insurance Provider of the Year."
DocMagic

DocMagic Total eClose Enables Industry’s First Completely Paperless Digital Closing – Start to Finish

TORRANCE, Calif. /California 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.
Corporate Partner Geoffrey Perusse

Corporate Partner Geoffrey Perusse joins VLP Law Group Team

PALO ALTO, Calif. /California Newswire/ -- VLP Law Group LLP is pleased to announce that Geoffrey Perusse has joined the firm's Corporate Practice Group as a partner based in the San Francisco Bay Area. Mr. Perusse will chair the firm's Private Funds and Investment Management Group.
EPIC Insurance

EPIC Insurance Named an Elite Agency for Second Year in a Row by Insurance Business America

SAN FRANCISCO, Calif. /California 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.
Chuck Simpson of EPIC

EPIC Insurance Brokers’ Chuck Simpson to Speak at OSHA Oil & Gas Safety and Health Conference

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Senior Risk Control Consultant Chuck Simpson will speak at the OSHA Oil & Gas Safety and Health Conference on Wednesday, November 30 at 2 p.m. at the Hilton Americas in Houston, Texas.
David Kittle

David G. Kittle, CMB, appointed President at The Mortgage Collaborative

SAN DIEGO, Calif. /California 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.
Ms. Luz Gonzalez

Bank of Southern California, N.A. adds Luz Gonzalez as Branch Sales Manager in Rancho Mirage

RANCHO MIRAGE, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced today that Luz Gonzalez has joined the Company as Branch Sales Manager of its Rancho Mirage branch. Most recently, Ms. Gonzalez served the Coachella Valley community as a Deputy Sheriff for the Riverside County Sheriff's Department, following a successful eleven-year career at El Paseo Bank.
ReverseVision

Utah’s Box Home Loans Selects ReverseVision Exchange to Support New Reverse Mortgage Unit

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Utah-based Box Home Loans (Box) has selected ReverseVision Exchange (RVX) loan origination system (LOS) to support its new reverse mortgage origination business.
Mortgage Capital Trading

Mortgage Capital Trading’s Enhancements to Industry-Leading Services Extends its Market Share

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), an industry leading hedge advisory firm and developer of MCTlive!(TM), the award-winning secondary marketing software suite, announced that it has added a number of new features to its best execution service offering. The enhancements outpace existing competitor offerings and position MCT to capture additional business among lenders.
Rick Haycock

EPIC Insurance Brokers adds Broker-Producer Rick Haycock in Sacramento

SACRAMENTO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Rick Haycock has joined the firm as a property & casualty insurance broker/producer.
ReverseVision

ReverseVision Exchange RVX Now Offers Integrated Flood Determination from ServiceLink

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, announced it has completed an integration with ServiceLink Flood (ServiceLink) that enables users of RV Exchange (RVX) loan origination software (LOS) to order a "life of loan" flood certification from ServiceLInk without ever leaving the RVX system. ServiceLink flood products can be ordered from within RVX as of the system's 6.2 update.
Michael Nischan

Michael Nischan of EPIC to Speak at Seventh Annual Commercial Motor Vehicle Litigation Seminar

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Vice President of Transportation & Logistics Risk Control Michael Nischan will speak at the Seventh Annual CMV Litigation Seminar on Thursday, October 27 at Villa Christina in Atlanta, Georgia.
CEO Frank Pellkofer

Utelogy Corporation Completes Series A Private Equity Offering to Enhance Education and Enterprise Tech

LOS ANGELES, Calif. /California Newswire/ -- Utelogy Corporation, creator of enterprise audio/visual control, management, services and analytics software for use in higher education and enterprises announced that it has successfully closed a fully-subscribed, private equity offering with a small group of private Accredited Investors at an undisclosed value. Funds from this offering will support the company's current growth trajectory including software developers and additional support staff.
The Mortgage Collaborative

The Mortgage Collaborative Adds 12 New Lender Members for Q4/2016

SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative, the nation's only independent mortgage lending cooperative, recently added twelve new lenders to their national network of originating members, proclaimed The Collaborative's EVP of National Sales & Strategic Alliances, Rich Swerbinsky.
Investor Glenn Stearns

Lender Price Investor Glenn Stearns Appearing at 2016 MBA Convention in Boston

PASADENA, Calif. /California Newswire/ -- Lender Price, the emerging leader in real-time, competitive mortgage analytics and product pricing and eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, today announced that its investor Glenn Stearns will appear at its 2016 MBA Annual Convention exhibit in Boston on October 23 - 26.
EPIC Insurance

EPIC Insurance Brokers Launches Cyber Risk Insurance Platform for SMBs

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the launch of a proprietary Cyber Risk and Insurance Platform, tailored to the unique needs of small and mid-sized businesses who are increasingly the most desirable targets of Cyber-attacks.

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