CA Finance

CA Finance

CA Finance

CA Finance
COO Kelli Hodges

Mortgage Coach COO Kelli Hodges honored with National Mortgage Pro’s 2021 Mortgage Lending’s Women of Inspiration award

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 that chief operations officer (COO) Kelli Hodges has been named a 2021 Mortgage Lending's Women of Inspiration award recipient by National Mortgage Professional Magazine.
MORTGAGE COACH

Mortgage Coach integrates with First American Title, empowering consumers greater insight into title fees during loan selection

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 its integration with 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).
Eric Samuelson and Andres Ochoa of ReverseVision

ReverseVision Adds New Team Members to Support Expansion of Functional Areas and Corporate Infrastructure

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it added Eric Samuelson as vice president of finance and Andres Ochoa as systems administrator. The two positions will play key roles in optimizing internal functions and prepping the company to scale.
Nomis Solutions

Nomis Announces Strategic Collaboration with J.D. Power to Deliver Enhanced B2B Automotive Finance Pricing Strategies

SAN FRANCISCO, Calif. /California Newswire/ -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced it has formed a strategic collaboration with J.D. Power, a global leader in data analytics and consumer intelligence, to deliver enhanced automotive financing price optimization to financial institutions throughout the United States and Canada.
David McNeil of EPIC

EPIC’s David McNeil Receives 2021 Broker of the Year Award from CalMutuals-JPRIMA

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal and Risk Management Consultant David McNeil has been selected as 2021 Broker of the Year by The California Association of Mutual Water Companies - Joint Powers Risk & Insurance Management Authority (CalMutuals-JPRIMA).
NotaryCam

Newport Beach-based NotaryCam resumes ‘Help a Hero’ initiative, offering complimentary Online Virtual Notary services for military members for Veterans Day

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 its semi-annual "Help a Hero" initiative will once again offer free remote online notarization (RON) sessions to United States veterans and current service members.
TMC Emerging Tech Fund

TMC Emerging Technology Fund LP Invests in Clever Real Estate, with Series B investment 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 Series B investment round for Clever Real Estate. Clever offers free educational resources - including expert advice, reviews and guides - to help consumers navigate their real estate journey.
ReverseVision - Bill Mitchell

ReverseVision Names Industry Pro, Bill Mitchell Chief Revenue Officer

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it has hired Bill Mitchell as chief revenue officer (CRO).
Crawford McInnis of EPIC

Crawford McInnis Named Chief Sales Officer at EPIC to Lead Next Level of Sales Excellence

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Crawford McInnis has been named Chief Sales Officer, reporting to Philip Moyles, Chief Growth Officer.
Inspire Escrow Services Inc

Inspire Escrow Services Launches in the Inland Empire

ONTARIO, Calif. /California Newswire/ -- Inspire Escrow Services has launched as an all-new trusted, safe and efficient escrow business serving the Inland Empire region, the Ontario, California-based company placing high value on security and quality while ensuring all transactions are successful and convenient for every client.
TMC Mortgage TECH DAY

TMC Emerging Technology Fund LP will host TMC Mortgage Tech Day on March 19, 2022

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") will host TMC Mortgage Tech Day on March 19, 2022, in conjunction with TMC's Winter Conference at the Fontainebleau Miami Beach.
MORTGAGE COACH

Mortgage Coach & Sales Boomerang accelerate lead conversion with personalized Total Cost Analysis (TCA)

IRVINE, Calif. /California Newswire/ -- Mortgage Coach, the borrower conversion platform empowering mortgage lenders to deliver clear mortgage advice and lending education with the interactive Total Cost Analysis (TCA) loan comparison, today announced an integration with Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system.
MORTGAGE COACH

Mortgage Coach and HomeBinder partner to engage homeowners in actively managing home financing

IRVINE, Calif. /California Newswire/ -- Mortgage Coach, the mortgage industry's leading platform enabling lenders to create digital and accurate home loan options for consumers, today announced an integration with HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, Realtors and other authorized professionals.
Lender Price

Lender Price Announces Strategic Investment Led by Argentum to Support Its Rapid Growth

PASADENA, Calif. /California Newswire/ -- Lender Price, a leading provider of cloud-based mortgage pricing and digital lending solutions, announced today that it has received a strategic investment led by Argentum with participation from First Analysis and existing investor Costner Lake Investments. The investment will further accelerate Lender Price's rapid growth by supporting product development, sales & marketing, and customer service capabilities.
Azad Rafat of MCT

Mortgage Capital Trading, Inc. Deepens Mortgage Servicing Rights Expertise with Hire of Azad Rafat

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced today that Azad Rafat has joined the company as the new Senior Director of MSR Services.
DocMagic

DocMagic eSign 3.0 Enhances Remote Notary and eClosing Capabilities

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced the official launch of its eSign 3.0 platform. The enhancements to the mortgage industry's preeminent eSigning platform introduce new tools and features designed to enable lenders to easily facilitate remote online notarization (RON) for paperless eClosings.
Galway Holdings

Galway Announces Formal Close of MAI Capital Management Deal

SAN FRANCISCO, Calif. /California Newswire/ -- Galway Holdings ("Galway") today announced its investment in MAI Capital Management, LLC ("MAI") has officially closed. Retaining the MAI Capital Management name, the firm now operates as a part of the Galway Companies.
TRION Properties

Trion Properties Launches Third Fund, Targets $175M in Buying Power Focused on Southeast and Western Multifamily Properties

LOS ANGELES, Calif. /California Newswire/ -- Trion Properties, a private equity real estate firm based in West Hollywood, California and Miami, Florida specializing in value-add multifamily investments, has announced the launch of Trion Multifamily Opportunity Fund III, LLC, its third investment fund vehicle.
MORTGAGE COACH

Mortgage Coach integrates with LoanSense to help federal student loan holders become homeowners and increase purchase power

CORONA, Calif. /California Newswire/ -- Mortgage Coach, the industry's leading platform enabling mortgage lenders to create digital and accurate home loan options for consumers, today announced its partnership with LoanSense, an online student loan advisor that helps federal student loan holders enroll in affordable repayment and forgiveness plans.
Amplify-Now

Whiteoak Invests in Amplify-Now, Inc. – Will Help Company Accelerate Global Expansion and Development

REDONDO BEACH, Calif. /California Newswire/ -- Amplify-Now, a leading provider of Strategy Execution Management software headquartered in Adelaide, Australia, announced that Whiteoak, a growth-equity firm based in Sydney, Australia, plans to invest in their company to help spur global growth and product development ambitions..
Nomis Solutions

Nomis Solutions Introduces its Margin Setter Dashboard, Adjusts Mortgage Rate Data Refresh Frequency

SAN FRANCISCO, Calif. /California Newswire/ -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, recently introduced several product enhancements to its mortgage technology solution, further enhancing the market intelligence and actionable pricing capabilities available to its mortgage lending clients.
A Place of Possibility

Del Monte Group Launches Wealth Podcast: A Place of Possibility

ALAMO, Calif. /California Newswire/ -- Today, Greater Bay Area wealth management firm Del Monte Group announces the launch of "A Place of Possibility" podcast, co-hosted by Del Monte Group founder Richard Del Monte and partner and COO Angela Wright.
News from California Newswire

Galway Insurance Holdings, LP Announces Strategic Acquisition of MAI Capital Management

SAN FRANCISCO, Calif. /California Newswire/ -- Galway Holdings ("Galway") today announced its investment in MAI Capital Management LLC ("MAI"). The move adds a new business vertical in financial and wealth management services to complement existing business relationships within EPIC Insurance Brokers & Consultants as well other areas of specialization across all Galway platforms.
KROST CPAS

KROST CPAs Acts as Financial Advisor for Integrity Bio in Sale to Curia

LOS ANGELES, Calif. /California Newswire/ -- Integrity Bio, Inc., a privately held formulation and fill-finish organization, was sold to Curia (formerly Albany Molecular Research, Inc. (AMRI)), a Contract Development and Manufacturing Organization (CDMO) and leading global provider of advanced contract research, development, and manufacturing solutions. KROST, a Los Angeles-based firm, acted as the exclusive financial advisor to Integrity Bio in the transaction.
DocMagic - Chris Lewis

DocMagic Names Mr. Chris Lewis Director of Enterprise Solutions

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that it has promoted Chris Lewis to Director of Enterprise Solutions. The new title reflects the elevated role he has proactively taken at the company in increasing revenue, forging strategic partnerships, and making inroads with large entities and marquee accounts.
NotaryCam

NotaryCam Partners with Mortgage Law Firm, RUTH RUHL, P.C., to Add RON to Firm’s Loss Mitigation Services

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 partnered with RUTH RUHL, P.C., a Texas-based law firm, to add security and automation to the firm's loss mitigation services through remote online notarization (RON).
James Cha, CPA

The IRS Collection is Back and Sending Final Intent to Levy Notices – Ace Plus Tax Resolution Offers Tax Relief Strategies

LOS ANGELES, Calif. /California Newswire/ -- James Cha, a CPA and a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, underlines that the IRS is starting its collection actions by sending Final Intent to Levy notices, and urges taxpayers to act with tax relief strategies.
MORTGAGE COACH

Mortgage Coach adds debt consolidation strategies in Total Cost Analysis to educate consumers on using home equity

CORONA, Calif. /California Newswire/ -- Mortgage Coach, the only platform enabling mortgage lenders to create digital and accurate home loan options for consumers, today announced its addition of detailed debt consolidation strategies in the Total Cost Analysis (TCA) presentation, allowing loan originators to educate consumers on lower interest debt repayment options as peaking home equity values offer household cashflow relief.
DocMagic and Atlantic Bay

Atlantic Bay Mortgage Group Surpasses 10,000 Paperless eClosings with DocMagic Total eClose Solution

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced that Atlantic Bay Mortgage Group®, a national independent mortgage banker, has successfully processed more than 10,000 paperless eClosings.
5x Solutions Telemetry BI

5X Solutions LLC Adds Compensation Analysis to Mortgage Business Intelligence Platform

SAN DIEGO, Calif. /California Newswire/ -- 5X Solutions, LLC, a mortgage business intelligence and data analytics company, has announced the addition of loan agent compensation analysis to its automated financial reporting and mortgage business intelligence software.
MCT Introduces BAM Marketplace

MCT Launches BAM Marketplace, the First Truly Open Mortgage Loan Exchange

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced the public introduction of BAM Marketplace™. Originally launched to support existing MCT sellers during the 2020 pandemic liquidity crisis, BAM Marketplace now welcomes new buyers and sellers as the world's first truly open loan exchange between unapproved counterparties.
Sam Wagener

EPIC Welcomes Mr. Sam Wagener as Principal to Further Strengthen P&C and Captive Capabilities in West Region

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Sam Wagener has joined the firm.
Yiftee Whatcom Gift Card

Local Community Gift Card Program by YIFTEE Shows 8X ROI on Federal Funds Invested to Help Small Businesses in Pandemic Recovery

MENLO PARK, Calif. /California Newswire/ -- As communities strive to help their local businesses weather the pandemic storm, Yiftee has grown to more than 270 Community eGift Cards across the United States and executed 74 "Buy-One-Get-One" programs. These programs enlist entire communities in purchasing eGift Cards that can only be spent at local businesses, where the card buyers also receive free bonus gifts for their own
NOOMIS new hires

Nomis Builds First-String Team to Spearhead Mortgage Initiatives

SAN FRANCISCO, Calif. /California Newswire/ -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced it has added several new sales and marketing hires to support its mortgage pricing and profitability management initiatives and competitive intelligence technology.
Mike Robertson and Justin Putz

Mortgage Capital Trading, Inc Dives into 2021/Q2 with Two New Industry Leaders to Support Growth

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced Mike Robertson and Justin Putz have joined the company in the roles of Senior Regional Sales Director and Midwest Regional Sales Director respectively.
Lender Price

Provident Funding Partners with Lender Price – joins the Lender Price Marketplace

PASADENA, Calif. /California Newswire/ -- Lender Price, a provider of mortgage loan pricing and origination technology, announced today that Provident Funding has joined the Lender Price Marketplace. Provident Funding has been committed to the wholesale channel since inception in 1992. The Lender Price Marketplace user base has doubled over the past 12 months with more than 5,700 brokers.
AccountingToday 2021 Top 100 Firms

Los Angeles-Based CPA Firm KROST Receives High Praise from Accounting Today

PASADENA, Calif. /California Newswire/ -- KROST CPAs and Consultants, Los Angeles-based firm, receives two new accolades from Accounting Today, Top 100 Firms and Fastest-Growing Firms in the U.S.
South Bay Credit Union

South Bay Credit Union announces Spring offer on their HELOC (home equity line of credit) Loan Product

LOS ANGELES, Calif. /California Newswire/ -- South Bay Credit Union - Member-owned not-for-profit financial cooperative, today announced the launch of a limited time offer on their Home Equity Line of Credit (HELOC) program to homeowners in the South Bay Los Angeles Area.
The Mortgage Collaborative (TMC)

The Mortgage Collaborative’s Emerging Tech Fund Announces Investment in Maxwell

SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative, the nation's largest independent cooperative network in the mortgage industry, announced today the first investment of its recently launched TMC Emerging Technology Fund LP ("TMC Fund").
Andy McNab, Vice President, EMEA, Fanplayr

Fanplayr Announces UK Launch Expansion to Meet Global Demand for E-commerce Personalization

PALO ALTO, Calif. /California Newswire/ -- Fanplayr, the leader in online behavioral personalization and artificial intelligence, accelerates its global growth plans with the opening of new offices in London and Manchester and three new senior appointments in the UK.
DocMagic and Secure Insight

DocMagic & Secure Insight Form Partnership to Create a National Database of Certified Remote Online Notarization Providers

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, automated regulatory compliance and comprehensive eMortgage services, and Secure Insight, Inc., the leading risk reporting firm for data intelligence on mortgage settlement agents, jointly announced the offering of a centralized training program on remote online notarization (RON) technology and processes.
ACE Plus Tax Resolution

2021 Restaurant Revitalization Fund and Restaurant Tax Relief Strategies by Ace Plus Tax Resolution

LOS ANGELES, Calif. /California Newswire/ -- James Cha, a CPA and a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, underlines the newly enacted restaurant revitalization fund, recent tax challenges the restaurant industry is facing, and tax relief strategies.
EPIC Insurance

Jeremy Lawson Joins EPIC’s Contingency Risk Practice as Managing Principal in Texas

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants announced today that Jeremy "Jez" Lawson has joined the firm as Managing Principal of its expanding Contingency Risk Practice group.
EPIC Insurance

EPIC Announces Nationwide Leadership Structure Realignment

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants CEO Steve Denton announced organizational and restructuring changes, effective immediately, across the company. The moves are designed to position EPIC to thrive for years to come.
Eddie Price, CCSP; Paul McVoy; Jonathan Tucker

KBKG Adds 3 New Principals to Cost Segregation and Research & Development Tax Credit Services

PASADENA, Calif. /California Newswire/ -- Nationwide tax specialty firm KBKG promoted Eddie Price to Principal of Cost Segregation Services, as well as Paul McVoy and Jonathan Tucker to Principals of Research & Development Tax Credit Services.
Stacey R Korman CPA - KROST CPAS

Los Angeles Based KROST CPAs Announces New Principal, Stacey R. Korman, CPA, MST

PASADENA, Calif. /California Newswire/ -- KROST CPAs and Consultants, the Los Angeles based firm, has announced a new Principal, Stacey R. Korman, CPA, MST. Stacey has extensive experience in assurance & advisory and accounting services and since joining the firm she has led the accounting and audit departments.
EPIC Insurance

EPIC Insurance Brokers Acquires Pharmaceutical Strategies Group

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Holdings, Inc. (EPIC) announced today that it has agreed to acquire Pharmaceutical Strategies Group (PSG). The move incorporates the expertise and resources of the nation's largest independent pharmacy benefit consulting firm into EPIC's Employee Benefits Consulting practice.
News from California Newswire

CA Property Tax Laws Change in 13 Days: To Help Heirs Now Inheriting Property, Commercial Loan Corp Offers Free Benefit Analysis

NEWPORT BEACH, Calif. /California Newswire/ -- With only 13 days left before California Proposition 58 property tax breaks undergo changes and limitations imposed by new tax measure Proposition 19, on Feb. 16, 2021 - popular trust lender Commercial Loan Corporation is offering Heirs of Estates and Trust Beneficiaries, who are inheriting a home from parents, a free benefit analysis.
EPIC Insurance

EPIC Welcomes John Prentis and Larry Bowlus to Executive Risk and Cyber Practice in San Francisco

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers & Consultants is pleased to welcome John Prentis and Larry Bowlus to its Executive Risk and Cyber practice. Joining from a global broker, Prentis and Bowlus will focus on large public, technology, and financial institution executive liability coverages, including Directors & Officers Liability.
Paramount Property Tax Appeal

Paramount Property Tax Appeal Offering Free New Year’s Evaluation for Homeowners & Business Property Owners, RE: ‘Feb 16 Changes to Tax...

SAN DIEGO, Calif. /California Newswire/ -- With only 20 days left before CA tax laws change, imposing limitations on property tax relief - property tax reduction firm Paramount Property Tax Appeal is ushering in the New Year with a free New Years evaluation for California families, affluent homeowners and all types of business property owners - to determine what steps to take to lower their property tax bill.

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