CA Finance

CA Finance

CA Finance

CA Finance
Budgeting Doesn't Have to Suck

NEW BOOK: Budgeting Doesn’t Have to Suck: For Young Adults Who Want More Money

LOS ANGELES, Calif. /California Newswire/ -- "Budgeting Doesn't Have to Suck: For Young Adults Who Want More Money" (ISBN: 978-0989196703) by Jim Miller is written for younger adults who need to put more money in their pocket now. Published by RMW Publishing, the tips inside this book are easy to digest and implement and an added perk is that it's free to those who cannot afford the $8.99 price tag - no questions asked.
DocMagic and VirPack

DocMagic and VirPack Announce Integration of Fintech Platforms

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that that it has integrated its eSign platform with VirPack to facilitate the seamless exchange of loan files and docs for compliant eSigning through DocMagic's eSign platform.
TrustLayer

PayneWest Insurance selects TrustLayer Compliance and Certificate Management Software to leverage next generation technology in their leading Compliance Service Practice

SAN FRANCISCO, Calif. /California Newswire/ -- PayneWest Insurance, a leading insurance brokerage in the Pacific Northwest, today announced partnering with TrustLayer, Inc., the next generation solution for compliance tracking. PayneWest will leverage TrustLayer to expand value added services within their many Specialty Practices.
ReverseVision’s Wendy Peel

Wendy Peel, VP at ReverseVision, Selected for a Most Powerful Women in Fintech Award by PROGRESS in Lending Association

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading technology provider for the Home Equity Conversion Mortgage (HECM) and private reverse lending program market, today announced that company Vice President of Sales and Marketing Wendy Peel has been recognized as a Most Powerful Women in Fintech award honoree by PROGRESS in Lending Association.
ReverseVision

ReverseVision Partners with MBA to Articulate the Business Case for HECM Lending in September 10 Webinar

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading Home Equity Conversion Mortgage (HECM) and private reverse lending platform, today announced it will co-host a webinar with the Mortgage Bankers Association (MBA) to dispense HECM myths and educate mortgage lenders on the business case for incorporating HECMS into their lending portfolio.
CMTLabs, Inc.

Digital Currency was in Computer Industry for Over 20 Years, says CMTLabs, Inc.

NEWPORT BEACH, Calif. /California Newswire/ -- CMTLabs, Inc. (Currency Method Tokenizing Labs) released information today revealing a digital currency was successfully in use "under the radar screen" within the computer industry for over 20 years.
Mortgage Capital Trading - MCT

Uncertainty Due to Short-Notice FHFA Directive Amplifies Harm to Borrowers, according to MCT

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory firm, analyzed the potential effect of Wednesday's fifty basis points worsening in prices paid by Fannie Mae and Freddie Mac for most mortgage refinances.
KROST CPAs and Consultants

KROST Launches New PPP Loan Forgiveness Review Services for Borrowers and Lenders

PASADENA, Calif. /California Newswire/ -- Award-winning tax, accounting, and consulting firm, KROST, announced the launch of their PPP Loan Forgiveness Application Review Service for both Borrowers and Lenders. The services are intended to aid both borrowers and lenders by taking on the burden of calculating forgiveness values.
Dave Bricker and Page Woodall

MCT Fortifies Its Team of Mortgage Leaders Before 2020 Market Volatility

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it appointed two mortgage industry veterans in early 2020 which strengthen its support to the capital markets community during the worldwide pandemic and associated financial turbulence.
Joy Burkhard, MBA, of 2020 Mom

Perigee Fund Invests in Health-focused Charity, 2020 Mom, and Exec. Director Joins from Cigna

LOS ANGELES, Calif. /California Newswire/ -- 2020 Mom has been awarded a significant multi-year capacity investment by the Perigee Fund, a philanthropic organization focused in supporting early parenting, so families can thrive.
DocMagic and simplifile

DocMagic and Simplifile Team to Advance eClosing Adoption in Mortgage Industry

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced it has partnered with leading real estate document collaboration and recording technology provider Simplifile to deliver new process efficiencies that further digitize the closing process.
DocMagic and mortgagecountry llc

MortgageCountry Perfects the eClosing Process, Goes Live with DocMagic’s Custom-Configured Total eClose

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that MortgageCountry, a newly formed mortgage banker, has implemented its Total eClose platform and dynamic document preparation service.
Sasha Baluka, Partner at Bessolo Haworth

Sasha Baluka Promoted to Partner at Bessolo Haworth, a Leading West Coast Tax, Accounting & Business Advisory Firm

SHERMAN OAKS, Calif. /California Newswire/ -- Bessolo Haworth, a leading West Coast tax, accounting and business advisory firm, announces the promotion of Sasha Baluka to partner. Baluka will continue to manage some of the firm's largest clients and will now also work with the firm's partners to manage and lead the organization.
NotaryCam’s Rick Triola

NotaryCam Founder Rick Triola Praises ALTA, MBA and NAR for Issuing Model RON Executive Order

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam Founder and CEO Rick Triola today hailed the efforts of the American Land Title Association (ALTA), Mortgage Bankers Association (MBA) and National Association of Realtors (NAR) to provide guidance and standardization for states seeking to temporarily authorize the use of remote online notarization (RON) for real estate closings.
Expert DOJO CEO Brian Mac Mahon

So-Cal Startup Accelerator, Expert DOJO, Invests $1.2M in Diverse Startups this June

SANTA MONICA, Calif. /California Newswire/ -- On June 3, 2020, Expert DOJO has announced that its current accelerator cohort has invested in 12 companies. Of 12 investments made, 9 are minority-led businesses, and of the same 12 investments, 4 have female founders.
Carissa Orozco

ReverseVision Adds Carissa Orozco as Director of Business Development, Strategic Partners

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading technology provider for the Home Equity Conversion Mortgage (HECM) and private reverse lending program market, today announced the appointment of Carissa Orozco as director of business development, strategic partners.
Louis Masry of Quest Settlements

Quest Settlements’ Louis Masry Takes Role as President of the National Structured Settlements Trade Association (NSSTA)

WESTLAKE VILLAGE, Calif. /California Newswire/ -- The National Structured Settlements Trade Association (NSSTA) has named Louis Masry as 2020-2021 President. Masry is a co-owner at Quest Settlements, where he serves as Principal and as a Senior Settlement Consultant. He has assumed the role of President from Michelle Caine, who completed her year in the role.
DocMagic

Amid Ongoing Work-From-Home Requirements, DocMagic Provides its eSign Tech at No Cost to Boost Employee Productivity

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced it has made an agnostic version of its eSign technology available for free in order to help organizations increase productivity, efficiency and compliance among work-from-home employees during COVID-19 stay-at-home orders as well as after they are lifted.
Bank of Southern California NA

Bank of Southern California, N.A. Funds More Than $487.8 Million in PPP Loans

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, announced today that it has funded more than $487.8 million in Paycheck Protection Program (PPP) loans. These results, as of 9:30 p.m. PDT on May 7, 2020, provided 1,940 local businesses affected by the Coronavirus (COVID-19) with critical financing to retain or restore jobs for 51,523 individuals.
KROST CPA - Inside Public Accounting

KROST CPAs Provides Much-Needed Help to Businesses Affected by the Economic Downturn Caused by the COVID-19 Pandemic

LOS ANGELES, Calif. /California Newswire/ -- Los Angeles-based firm, KROST CPAs & Consultants, has launched several programs to assist businesses during the Coronavirus pandemic. Since April 2020, the firm has assisted hundreds of businesses and individuals through the development of COVID-19 resources.
Bank of Southern California NA

Bank of Southern California, N.A. (BCAL) Announces Q1 2020 Results

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL) today reported results for the first quarter ended March 31, 2020. Total assets increased to $852 million at March 31, 2020, up from $830 million in the prior quarter and an increase of 10.8% compared to March 31, 2019.
Certain Lending

Certain Lending Launches Major Survey of 500 Real Estate Investors

SAN FRANCISCO, Calif. /California Newswire/ -- Certain Lending released a national survey of real estate investors. A majority of real estate investors expect COVID-19 will cause home prices to decline up to 20%. The survey of 569 real estate investors across the U.S., conducted between April 20 and 24, is the first of its kind.
Bank of Southern California and CalWest Bank

Bank of Southern California, N.A. and CalWest Bancorp Announce Changes to Merger Agreement

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL) and CalWest Bancorp (OTCBB: CALW), today announced that they have renegotiated the terms of their merger and have agreed to amend the initial Definitive Agreement announced on October 21, 2019 following shareholder meetings held on April 22, 2020.
CIENCE Technologies

Lead Generation Co, CIENCE, Debuts at 31/500 in The Financial Times 2020 Americas’ Fastest Growing Companies

SAN DIEGO, Calif. /California Newswire/ -- The Financial Times announced the inaugural listing of the fastest-growing privately-held companies in the Americas, and lead generation company CIENCE Technologies placed No. 31 out of 500 companies measured.
ReverseVision

Nationwide Equities Taps ReverseVision Private Program Support to Launch ‘EquityPower’ Reverse Mortgage Program

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced that Nationwide Equities Corporation (Nationwide Equities) has leveraged ReverseVision's private product support to launch its own private reverse mortgage program, EquityPower.
Mortgage Quality Management

Mortgage Quality Management and Research Adds Mortgage-Focused Social Media Monitoring Platform

LOS ANGELES, Calif. /California Newswire/ -- Mortgage Quality Management and Research, LLC (MQMR) announced today that it has added ActiveComply, a social media monitoring platform, to its suite of audit, risk and compliance-focused solutions for financial institutions and independent mortgage lenders.
Tapcheck

Tapcheck and PRO Resources Inc. Partner to Bring More Companies Early Wage Access

TARZANA, Calif. /California Newswire/ -- Financial solutions company, Tapcheck, has announced its latest partnership with PRO Resources - a multi-state Professional Employer Group with over 30 years of experience.
Mortgage Quality Management

MQMR Promotes Team: Mabel Lee to Head of Warehouse Due Diligence, Scott Weintraub to Lead Internal Audit Department

LOS ANGELES, Calif. /California Newswire/ -- Mortgage Quality Management and Research, LLC (MQMR) announced today that it has promoted Mabel Lee to Warehouse Due Diligence Manager and hired Scott Weintraub as Internal Audit Manager.
NotaryCam’s Rick Triola

NotaryCam CEO Rick Triola Named 2020 ‘Tech All-Star’ by Mortgage Bankers Association

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced that its founder and CEO Rick Triola is one of the five mortgage technology innovators honored by the Mortgage Bankers Association (MBA) as a 2020 Tech All-Star.
EPIC Adds Nick Nelson as Senior Vice President

EPIC Adds Nick Nelson as Senior VP, Property & Casualty in Rancho Cordova, Calif.

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Nick Nelson has joined the firm as Senior Vice President in their property and casualty practice based in Rancho Cordova, California office. Nelson will report to Kevin E. Harnetiaux, COO, Pacific North Region.
Joe Langner President, ReverseVision

HECM Innovator ReverseVision Names Mortgage Tech Veteran Joe Langner President

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced the appointment of Joe Langner as president. Langner will lead the company to achieve its strategic vision of establishing HECM and private reverse mortgages as lending portfolio staples alongside traditional and government loans.
HEXGN Research

Currency Notes Can Be Super Spreader of COVID-19 says HexGn Research

SAN FRANCISCO, Calif. /California Newswire/ -- At a time when various governments and health bodies are still figuring out the different modes of transmission of novel coronavirus 2019, there are some spelled out precautions for which there is a universal consensus, says HexGn research. One of them is to avoid contact with the objects, people, surfaces, et al.
Wesley Carson of EPIC

EPIC Adds Wesley Carson as Senior VP in Sacramento, Expanding Employee Benefits Team

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Wesley Carson has joined the firm as a Senior Vice President, Employee Benefits in their Sacramento, California office.
Blake Chauvin of EPIC

EPIC Adds Blake Chauvin as VP in Concord CA – Will Further Expand EPIC’s Risk Management Capabilities

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Blake Chauvin has joined the firm as a Producer in their Concord, California office.
Bank of Southern California NA

Bank of Southern California N.A. Announces Q4 and Year End 2019 Results

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL) today reported results for the fourth quarter ended December 31, 2019. Total assets ended the year at $830 million at December 31, 2019, an increase of 8.1% compared to December 2018. Total loans increased 6.6% to $677 million and total deposits increased 7.0% to $672 million compared to the prior year as well.
KROST Merges with BPE&H

KROST CPAs Kicks Off 2020 by Announcing Merger with BPE&H an Accountancy Corporation

PASADENA, Calif. /California Newswire/ -- KROST CPAs and Consultants, a firm based out of Los Angeles, has merged in BPE&H out of Woodland Hills effective January 1, 2020. Seven principals will join the leadership team at KROST, including Scott Eisner, Martin Belak-Berger, Bob Price, Phil D'Amico, Scott Gilmore; and founding BPE&H principals Jerry Block and Jane Plant.
Kevin Melvin of EPIC

EPIC Welcomes Kevin Melvin as Director of the firm’s Southeast Charter School Practice

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kevin Melvin has joined the firm as Director of the firm's Southeast Charter School Practice.
Joe Morgan, principal Best Financial Life

Best Financial Life Launches Deliberate Money Moves Podcast with Six Episodes Focusing on Topics That Build a Foundation on Eliminating Financial...

DANVILLE, Calif. /California Newswire/ -- Greater East Bay financial planning firm Best Financial Life announces the launch of the Deliberate Money Moves podcast. Deliberate Money Moves was developed as a new avenue to educate clients and prospects on a wide variety of money and financial wellness topics so they can discover how to make better, more beneficial decisions when it comes to their financial landscape.
EPIC Insurance Brokers and Consultants

EPIC Insurance Brokers & Consultants Launches New National Specialty Practice: Asset Lifecycle Management

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers & Consultants announced today the launch of a national specialty practice, Asset Lifecycle Management, providing risk consulting and risk transfer solutions focused on clinical and electronic equipment. Large healthcare systems, major universities, and financial institutions rely on electronic equipment to conduct daily operations.
ReverseVision

OptifiNow Leverages ReverseVision’s RV Exchange to Streamline Reverse Loan Origination at Open Mortgage

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced their recently released Loan Import API has been leveraged by OptifiNow for mutual lender client Open Mortgage.
The Mortgage Collaborative and MGIC

The Mortgage Collaborative Partners with Mortgage Guaranty Insurance Company (MGIC)

SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the mortgage industry's only independent cooperative, is pleased to announce it has signed an agreement with Mortgage Guaranty Insurance Company (MGIC) to be the newest addition to join its Preferred Partner Network.
NotaryCam’s Rick Triola

NotaryCam CEO Rick Triola Praises Florida for Continuing Remote Online Notarization Legalization and Advancement

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam Founder and CEO Rick Triola today applauded the Florida legislature for passing HB 409, which went into effect on January 1, 2020. The bill authorizes online notarizations and specifies requirements and standards for performance of such online notarizations.
EPIC acquires Frenkel & Co

Frenkel & Company Completes Transition to the EPIC Brand

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center, which operates as EPIC Insurance Brokers and Consultants (EPIC), announced today that Frenkel & Company, acquired by EPIC in November 2017, has completed their adoption of the EPIC Insurance Brokers & Consultants name and brand.
NotaryCam

NotaryCam Approved to Provide eNotary, RON Services for Michigan State’s Notaries

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has been approved by the Michigan Department of State to provide both eNotary and remote online notarization (RON) services to the more than 113,000 notaries public registered in the state.
Lisa Huscher of EPIC

EPIC welcomes Lisa Huscher as a Sales Executive, as Part of its LEAP Program

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Lisa Huscher has joined the firm as a sales executive through their LEAP sales development program.
Jewish Los Angeles - Special Needs Trust

JLA Trust: Lifting People with Disabilities Out of Poverty, JLA Pooled Trust Hits $5M in Beneficiary Assets

LOS ANGELES, Calif. /California Newswire/ -- In recognition of the highly impactful, life-changing work provided to people with disabilities in the region, the Jewish Community Foundation of Los Angeles (The Foundation) has awarded Jewish Los Angeles Special Needs Trust & Services (JLA Trust) with a three-year, $250,000 Next Stage Grant.
Bank of Southern California

Bank of Southern California, NA (OTC:BCAL) Completes Capital Offering and Plans to Form Holding Company

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS: BCAL), a community business bank headquartered in San Diego, announced today the successful completion of a capital raise of approximately $12 million through the issuance of common stock in a private placement to institutional and accredited individual investors at a price of $12.00 per share.
Lance Poole, CEO of Juniper Labs

Juniper Labs Announces Open Data Set for Commercial Insurance Launch at Plug and Play Winter Summit

SUNNYVALE, Calif. /California Newswire/ -- Automated underwriting insurtech Juniper Labs today announced that it is launching the first ever open-sourced data set purpose built for commercial insurance. Juniper Labs plans to release over 40 million business records it acquired to train its underwriting models for anyone to use.
Raylene Chiarizzio has joined EPIC

Raylene Chiarizzio has joined EPIC as Senior VP of the firm’s Southwest Risk Management Practice

LOS ANGELES, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants ("EPIC"), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Raylene Chiarizzio has joined the firm as Senior Vice President of the firm's Southwest Risk Management Practice.
EPIC Insurance Brokers and Consultants

EPIC adds David Thoke to its Risk Management operations in Los Angeles

LOS ANGELES, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that David Thoke has joined the firm as Managing Principal of the firm's Southwest Risk Management Practice.

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