CA Finance

CA Finance

CA Finance

CA Finance
MCT - Mortgage Capital Trading

MCT Launches BAMCO, a Co-issue Loan Sale Marketplace for Finance Industry

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced the release of BAMCO, a new marketplace for co-issue loan sales. Co-issue loan sales, also known as flow-based mortgage servicing rights (MSR) sales, are a three-way transaction involving the sale of loans to one of the agencies with a simultaneous sale of the MSRs to a separate third party.
Jennifer Kennelly

MCT Expands Investor Services Team, Appoints Jennifer Kennelly as Senior Director

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales, and centralized lock desk services, announced today that Jennifer Kennelly has been appointed as the new Senior Director of MCT's quickly expanding Investor Services team.
Figure 1: Lock volume for October 2022 broken out by transaction type

Mortgage Capital Trading’s MCTlive! Lock Volume Indices: October 2022 Data

SAN DIEGO, Calif. /California Newswire/ -- MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for October 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
EPIC INSURANCE

EPIC Expands Again with Acquisition of SLCO LLC, headquartered in Lafayette, California

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants announced it has acquired SLCO LLC, headquartered in Lafayette, California. The acquisition expands EPIC's growing presence in Northern California and adds to its client offerings both regionally and nationally.
Anita Huang Joins EPIC

Anita Huang Joins EPIC’s Life and Executive Benefits Practice as a Senior Vice President

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Anita Huang has joined the firm as a Senior Vice President within its Life and Executive Benefits practice managed by Vanbridge, an EPIC company.
Trust Administration 101: Absolute Trust Counsel

Trust Administration 101: Absolute Trust Counsel to Hold Free Virtual Trust Administration Event for California CFPs and CPAs

WALNUT CREEK, Calif. /California Newswire/ -- Leading Bay Area estate planning firm Absolute Trust Counsel will host a free virtual event, The Absolute Trust Academy Trust Administration 101, on October 28, 2022, to equip CPAs and CFPs with a stronger knowledge of trust administration processes. The webinar is aimed at enhancing advisors' client services and relationships.
KROST CPAs

KROST CPAs & Consultants Acts as Exclusive Financial Advisor for American Range in Sale to Hatco

LOS ANGELES, Calif. /California Newswire/ -- American Range, a privately held manufacturer of commercial and residential cooking appliances, was sold to Hatco, an employee-owned manufacturer of warming, cooking, sanitizing, and cooling equipment. KROST CPAs & Consultants acted as the exclusive financial advisor to American Range in its transaction to Hatco Corporation.
MCT: Lock volume for September 2022 broken out by transaction type

MCT Announces Monthly MCTlive! Lock Volume Indices: September 2022 Data

SAN DIEGO, Calif. /California Newswire/ -- MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for September 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
KROST CPAs

INSIDE Public Accounting Names KROST Best of the Best Firm and 2022 Top 100 Firm

PASADENA, Calif. /California Newswire/ -- KROST CPAs & Consultants was recognized as the Best of the Best Firm and Top 100 Firm by INSIDE Public Accounting in 2022. Based on revenue, KROST was ranked 75th among the largest firms in the country, out of nearly 600 firms. With a net revenue of greater than $65 million, KROST was able to rise from the firm's previous ranking of 81st in 2021's IPA Survey and Analysis of Firms.
MCTlive! Lock Volume Indices for August 2022

MCT releases MCTlive! Lock Volume Indices for August 2022

SAN DIEGO, Calif. /California Newswire/ -- MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for August 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
TMC Emerging Technology Fund LP

TMC Emerging Technology Fund LP invests in Willow Servicing, participates in a $6 million seed round

SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the "Fund") recently participated in a $6 million seed round for Willow Servicing. The round was led by Thomvest Ventures, with participation from Global Asset Capital, Webb Investment Network and Zigg Capital.
KROST CPAs

Matthew Weber and Jonathan Louie Appointed to LA-based KROST Principal in Development Program

Matthew Weber and Jonathan Louie Appointed to KROST's Principal in Development ProgramLOS ANGELES, Calif. /California Newswire/ -- Los Angeles-based CPA firm, KROST CPAs & Consultants, appoints Matthew Weber, CPA, MAcc, and Jonathan Louie, CPA, MST, to join KROST's Principal in Development (PID) program.
MCT - Mortgage Capital Trading

MCTlive! Platform Becomes First to Integrate with Freddie Mac Cash Settlement Purchase Statement API

SAN DIEGO, Calif. /California Newswire/ -- MCT's award-winning capital markets platform, MCTlive!, is the first to integrate with Freddie Mac’s Cash Settlement Purchase Statement API. This API connection allows MCT Mark-to-Market and Hedge Accounting Reports to be updated with Freddie Mac purchase data directly, instead of waiting to run reports through a Loan Origination System (LOS).
Kushal Shah, CRPC

DaVinci Capital Partners Craft Customized Financial Solutions Throughout Ventura County

WESTLAKE VILLAGE, Calif. /California Newswire/ -- DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.
MCT's Natalie Arshakian

Natalie Arshakian named a 2022 Mortgage Star by Mortgage Women Magazine

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that National Mortgage Professional's Mortgage Women Magazine selected Natalie Arshakian, Senior Director and Head of Lock Desk Operations at MCT, to its annual 2022 Mortgage Star Awards.
MCT's Natalie Arshakian

MPA Magazine Names MCT’s Natalie Arshakian to List of Elite Women For 2022

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that Natalie Arshakian has been selected to Mortgage Professional America (MPA) magazine's list of Elite Women in Mortgage for 2022. The annual awards, now in their sixth year, celebrate 67 successful women who are taking on gender inequality in leadership by continuously challenging societal expectations.
MCTlive! Lock Volume Indices for July 2022

MCT Releases MCTlive! Lock Volume Indices for July 2022, Covering Mortgage Lender Activity

SAN DIEGO, Calif. /California Newswire/ -- MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for July 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
KROST CPAs

KROST CPAs in Los Angeles Announce Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of...

LOS ANGELES, Calif. /California Newswire/ -- Los Angeles-based CPA Firm, KROST CPAs and Consultants announced Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax. Knadjian has successfully completed over 200 M&A and Capital Markets transactions worth over $1 billion.
Chief eServices Executive Brian D. Pannell

National Mortgage Professional (NMP) Selects DocMagic Chief eServices Executive Brian D. Pannell for 2022 Most Connected Mortgage Professionals Award

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Brian D. Pannell, the company's chief eServices executive, has been recognized by National Mortgage Professional (NMP) magazine as one of the most connected mortgage professionals within the industry for 2022.
NotaryCam

Mortgage eClosing solutions innovator, NotaryCam, announces eClose360® product updates

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced today that it has made updates to its eClose360 platform to expand its capabilities and deliver a better user experience for both notaries and document signers.
Lock volume for June 2022 broken out by transaction type

MCTlive! Lock Volume Indices: June 2022 Data – represents a balanced cross section of lenders among retail, correspondent, wholesale, and consumer...

SAN DIEGO, Calif. /California Newswire/ -- MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for June 2022.
Lender Price

Lender Price Launches Marketplace 2.0: Enhanced Pricing Capabilities and Deal Intelligence

PASADENA, Calif. /California Newswire/ -- Lender Price, a leading provider of product, pricing and eligibility technology, announced today they have released Marketplace 2.0, a major enhancement to their Broker Marketplace platform, one of the largest communities of wholesale brokers in the mortgage industry.
DocMagic’s eClosing team member Leah Sommerville

DocMagic’s eClosing team member Leah Sommerville Recognized with 2022 Trailblazer Award

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, a senior account executive on its eClosing team, has been honored by PROGRESS in Lending as a 2022 Sales & Marketing Trailblazer. The award recognizes sales, marketing and public relations executives that are blazing trails in the mortgage industry.
TMC Emerging Technology Fund LP

TMC Emerging Technology Fund LP Invests in leadPops, a digital customer acquisition software and marketing innovation platform

SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the "Fund") recently participated in a follow-on round to a recent $3.5M Series A completed by leadPops, a digital customer acquisition software and marketing innovation platform. leadPops allows users to create robust, automated lead-generating systems that drive qualified leads directly to their business.
MCT - Mortgage Capital Trading

New MSR Technology from MCT Empowers MSR Buyers with Live Loan-Level Pricing

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, has announced today a new technology for mortgage servicing rights (MSR) buyers to produce more granular pricing for mortgage servicing. The feature leverages an application programming interface (API) to connect MSRlive!, MCT's state-of-the-art MSR valuation platform to clients' systems for more precise and accurate loan-level pricing in real time.
John J. Patterson Joins Vanbridge

John J. Patterson Joins Vanbridge an EPIC Company’s Financial Services Division

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, its Financial Services division.
Mortgage Coach

Mortgage Markets CUSO selects Mortgage Coach to increase mortgage lending engagement at credit unions

IRVINE, Calif. /California Newswire/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Mortgage Markets CUSO, LLC has implemented Mortgage Coach to grow mortgage lending engagement at the credit unions it serves.
MCT Lock volume for May 2022 broken out by transaction type

MCT, the leader in capital markets software, announces MCTlive! Lock Volume Indices May 2022 Data

SAN DIEGO, Calif. /California Newswire/ -- MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for May 2022.
EPIC acquires DIXON WELLS

EPIC Insurance Brokers Adds to Life and Executive Benefits Platform, Acquires Dixon Wells, Inc.

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants (EPIC) announced today that it has acquired Dixon Wells, Inc. (Dixon Wells) in a strategic move to expand EPIC's geographic footprint in the life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.
EPIC INSURANCE

EPIC Insurance Marketing and Design Team has been recognized for multiple Communicator Awards for its work in 2021

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that its marketing and design team has been recognized for multiple Communicator Awards for its work in 2021. The Communicator Awards are an international awards program recognizing big ideas in marketing and communications.
ProNova Partners

AI Radiology & Emerging MedTech Venture Capital Investment Group Now Open to Outside Participation

LOS ANGELES, Calif. /California Newswire/ -- Seventeen-year-old ProNova Partners has been contracted to facilitate the expansion of an Artificial Intelligence Radiology Imaging and emerging Medical Technology Venture Capital Investment Group.
DocMagic, Inc.

Black Knight Inc.’s Empower Loan Origination Platform Now Integrated with DocMagic

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of loan document generation, compliance support and comprehensive eMortgage services, announced an integration with Empower, Black Knight's loan origination system (LOS), to help automate the DocMagic document generation process for lenders and provide access to additional DocMagic services.
Suzanne Duniphin and David Bowser

Mortgage Coach names Suzanne Duniphin to VP, Customer Experience and David Bowser to VP, Customer Engagement

IRVINE, Calif. /California Newswire/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the advancement of two of its department directors to vice president-level positions. Suzanne Duniphin was promoted from director of eLearning to VP, customer experience, and David Bowser was promoted from director of account management to VP, customer engagement.
KROST CPAs

KROST CPAs in Pasadena Named to 2022 Top 100 Firms List by Accounting Today

PASADENA, Calif. /California Newswire/ -- KROST was recognized as a Top 100 Firm by Accounting Today. The firm ranked 76th with a 18.08% change in revenue from last year. KROST has now been ranked in this prestigious list two years in a row. With new services on the horizon, KROST continues to develop ways to add value for their clients.
MCT: Lock volume for April 2022 broken out by transaction type

New MCTlive! Mortgage Lock Volume Indices to help all industry participants better understand key trends in the mortgage industry

SAN DIEGO, Calif. /California Newswire/ -- MCT®, the leading pipeline hedge advisory in the residential mortgage industry, is pleased to announce the introduction of new MCTlive! Mortgage Lock Volume Indices to help all industry participants better understand key trends in the mortgage industry.
DocMagic and Centier Bank

Centier Bank Leverages DocMagic eVault Fintech to Accept and Manage eNotes

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of compliant loan document generation, automated regulatory compliance and comprehensive eMortgage services, announced that Indiana-based Centier Bank is now equipped to receive eNotes from their warehouse clients through DocMagic's eVault solution. The move positions Centier to secure more business as mortgage bankers increasingly adopt eClosing technology.
EPIC Welcomes Paul Lopez

EPIC Welcomes Paul Lopez to its Entertainment & Sports Practice in California

IRVINE, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Paul Lopez has joined its Entertainment & Sports practice as a principal. He joins as part of the Los Angeles team and will be based in Irvine, California.
Intellimedia Networks

Frontera Group, Inc. Acquires Portion of Intellimedia Network, Inc.’s Immersive Technology IP

LOS ANGELES, Calif. /California Newswire/ -- Intellimedia Networks, Inc., a Los Angeles based immersive solutions technology company, today announced that certain of its IP has been acquired by Frontera Group, Inc. (OTC Pink: FRTG) ("Frontera" or "the Company"), a Dallas, Texas based technology-focused strategic acquirer of revenue-generating companies and intellectual property (IP), as part of its multi-part strategy to make further acquisitions from Intellimedia's suite of technology solutions.
The Millionairess Mentality

Legacy Launch Pad Announces Book, ‘The Millionairess Mentality’ About Wealth Creation For Women

LOS ANGELES, Calif. /California Newswire/ -- Legacy Launch Pad Publishing is releasing "The Millionairess Mentality: A Professional Woman's Guide to Building Wealth Through Real Estate" (ISBN: 978-1956955286), a real estate investment book for women written by Tamar Hermes.
Mortgage Coach

Logix Federal Credit Union selects Mortgage Coach to enhance its mortgage advisory service

IRVINE, Calif. /California Newswire/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Logix Federal Credit Union (Logix) has rolled out Mortgage Coach to enhance the mortgage advisory service it provides to members.
MCT - Mortgage Capital Trading

HW Tech100 Mortgage 2022 Award Honors MCT As Leader In Innovation

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, was announced as a 2022 HousingWire Tech100 Mortgage Winner. The Tech100 Mortgage Award spotlights innovators that are making the housing sector better and more sustainable by increasing efficiency, improving borrower experience and bringing elasticity to mortgage origination and servicing processes.
EPIC Welcomes Shelley Yim

EPIC Welcomes Shelley Yim to grow risk management and California Winery Practice

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC's leadership to focus on continuing to grow the firm's footprint with large complex Risk Management clients along with helping lead EPIC's burgeoning Winery Practice.
Fity.eth (BAYC #4487) - Apocalyptic Apes

Apocalyptic Apes Swings into Action to Bring Web 2.0 to Web 3.0 One NFT at a Time

LOS ANGELES, Calif. /California Newswire/ -- The non-fungible token (NFT) market is changing the way some big companies and major products get exposure. And, Apocalyptic Apes is a unique collection of 8,800 post-apocalypse themed chimp NFTs on the Ethereum platform. They're available on the company's website, and OpenSea, the world's first and largest NFT marketplace.
NotaryCam

NotaryCam reaches 1 million remote online notarization transactions milestone

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam®, a Stewart-owned company and a pioneering provider of remote online notarization and identity verification/authentication technology for real estate and legal transactions, today announced it has performed more than 1 million successful remote online notarization (RON) transactions. Since 2012, NotaryCam has facilitated transactions for Fortune 500 companies, banks, mortgage lenders, attorneys, settlement agents and more across the globe.
KROST CPAs

KROST CPAs Recognized by Los Angeles Business Journal as among Top Accounting Firms in L.A. for 2022

PASADENA, Calif. /California Newswire/ -- KROST was recognized as one of Los Angeles Business Journals' Top 100 Accounting Firms in Los Angeles County, with 78% growth in revenue between 2020 and 2019, the firm is ranked 22nd on the list. KROST received this recognition during the Los Angeles Business Journal's Disruptor Awards virtual event.
EPIC INSURANCE

EPIC Expands into financial planning and insurance services to medical and dental professionals with acquisition of Treloar & Heisel

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants announced today that it has acquired Treloar & Heisel located in New Castle, Pennsylvania. The strategic decision expands the offerings of financial planning and insurance services to medical and dental professionals.
Mortgage Coach

Mortgage Coach and ReverseVision to help consumers compare ‘forward’ and reverse mortgage financing options

IRVINE, Calif. /California Newswire/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an integration with ReverseVision, a subsidiary of Constellation Mortgage Solutions, Inc., the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology.
Ben Itkin of MCT

Mortgage risk management leader, MCT, names Ben Itkin National Sales Director

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales and centralized lock desk services, announced today that Ben Itkin has been appointed the new National Sales Director.
National Auto Coverage (NAC)

National Auto Coverage (NAC) Auto Warranty Administrator Helps Protect Auto Consumers from Frauds and Scams

TUSTIN, Calif. /California Newswire/ -- National Auto Coverage (NAC) is a seasoned Auto Warranty Provider that has recently opened its doors to the public after becoming an Administrator. As the Administrator of your policy we create, and handle all aspects of your policy including claims! This allows us to maintain control over our policies to ensure that all our customers receive the best possible service.
Nancy Pfund

Nancy Pfund, Pioneering Leader in Impact Investing, Named 2022 Financial Woman of the Year

SAN FRANCISCO, Calif. /California Newswire/ -- Financial Women of San Francisco (FWSF) today named Nancy Pfund, the Founder and Managing Partner of DBL Partners, as the FWSF 2022 Financial Woman of the Year. DBL Partners is one of the first venture capital firms to bring impact investing into the mainstream. Nancy and her colleagues launched DBL out of JP Morgan in 2008 after seeing increased momentum in the move to social and environmental impact.

FEATURED STORIES