CA Finance - Page 11
Home CA Finance
DocMagic UCD Tech Now Supports Both Phases of Upcoming Uniform Closing Dataset Requirements
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the mortgage industry's leading provider of document production, automated compliance and comprehensive eMortgage services, announced that its technologies are now capable of supporting both phases of the upcoming UCD (Uniform Closing Dataset) requirement.
Phil Rasori of MCT to Speak on Hedge Accounting at AMB User Conference
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that its COO, Phil Rasori, is scheduled to speak on a panel session hosted by Advantage Systems, Inc. at its third annual Accounting for Mortgage Banking (AMB) user conference.
MCT’s Chris Anderson to Co-Instruct MBA Webinar on ‘The Lock Desk’s Role in the Secondary Marketing Department’
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that it will be participating in an upcoming webinar that the Mortgage Bankers Association will be hosting on the topic of the business- critical role that lock desks play within secondary marketing departments.
Digital Mortgage Provider, Lender Price, Demos at BKFS Motivity Solutions User Conference
PASADENA, Calif. /California Newswire/ -- Lender Price, the emerging leader in digital mortgage interface technology and real-time, competitive mortgage analytics and product pricing & eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, announced that Black Knight Financial Services, Inc.'s (NYSE:BKFS) Motivity Solutions will use pricing data from Lender Price's industry-leading PPE to provide pricing analytics to its users.
The Mortgage Collaborative Partners with Mortgage Quality Management and Research, LLC to Provide Its Members New Tools
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative, the nation's only independent mortgage cooperative, today announced a strategic partnership with Mortgage Quality Management and Research, LLC ("MQMR"), a national leader in risk management and compliance services.
Cloudvirga Names Veteran Tech Entrepreneur Michael Schreck as new CEO
IRVINE, Calif. /California Newswire/ -- Cloudvirga(SM), developer of next-generation loan officer and direct-to-consumer point-of-sale (POS) systems, has named Michael Schreck its chief executive officer. He succeeds cloudvirga co-founder Bill Dallas, who will continue as chairman of cloudvirga's board of directors.
Ubermortgage Embraces HECM with Technology from ReverseVision
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading technology provider for the reverse mortgage industry, has formed a partnership with ubermortgage Inc. to support the budding lender's increasing demand for home-equity conversion mortgages (HECMs) with its RV Exchange (RVX) loan origination technology.
Phil Rasori of MCT to Serve as Keynote Speaker at Illinois MBA Capital Markets Update
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that its COO, Phil Rasori, will be a key note speaker at the Illinois Mortgage Banking Association's Mortgage/Capital Market Update event on June 8, 2017. As a keynote speaker, Mr. Rasori will discuss topics that include hedging, pricing and servicing.
Kiel Mortgage Selects ReverseVision RVX Loan Origination Software for HECM Division
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, Inc., the leading provider of software and technology for the reverse mortgage industry, today announced that Kiel Mortgage has chosen RV Exchange (RVX) loan origination software (LOS) to power its home-equity conversion mortgage (HECM) division.
EPIC Insurance Strengthens its Six Year Relationship with the California New Car Dealers Association
SACRAMENTO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, and the California New Car Dealers Association (CNCDA) jointly announced today that CNCDA has expanded their relationship with EPIC, appointing the insurance broker / consultant as their exclusive licensed broker to provide health and welfare insurance consulting to CNCDA members across the state.
DocMagic Total eClose Solutions Receive 2017 ALTA ‘Elite Provider’ Designation
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the mortgage industry's leading provider of document production, automated compliance and comprehensive eMortgage services, announced that it has been accepted into the Elite Provider Program for American Land Home Title Association (ALTA).
ReverseVision assists Skyline Financial Corp. to Lay Groundwork for New Reverse Mortgage Division with Tech and Training
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, has forged a partnership with Skyline Financial Corp. (Skyline Home Loans and NewLeaf Lending) to support the lender's growing reverse mortgage division with RV Exchange (RVX) loan origination technology and RV University (RVU) training programs.
Pacific Sunbelt Mortgage Reports Stellar Customer Satisfaction Results in Q4 2016 Survey
RIVERSIDE, Calif. /California Newswire/ -- Pacific Sunbelt Mortgage, a division of Finance of America Mortgage, announced today the findings from its Q4 2016 customer satisfaction surveys. Pacific Sunbelt Mortgage is a long-time lender within the home building and REALTOR industry. The latest survey results included 138 responses with an overall average score of 92.9 percent for the lender.
DocMagic Total eClose Solution Facilitates First North Carolina State Sponsored eClosing
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the mortgage industry's leading provider of document production, automated compliance and comprehensive eMortgage services, announced that it completed North Carolina's first 100 percent paperless eClosing. The DocMagic-driven eClosing was completed on Friday, May 5th at North State Bank and was carried out in the presence of borrowers Jason and Karen Boccardi, the North Carolina Secretary of State, a closing paralegal, an eNotary, and members of the media who documented the historical event.
Wholesale Trading Insurance Services welcomes William Reyes in San Francisco
SAN FRANCISCO, Calif. /California Newswire/ -- Wholesale Trading Insurance Services, LLC (WTIS) announced today that industry veteran William Reyes has joined the firm as Director/Casualty Broker in Laguna Niguel, Calif.; he will work in conjunction with the firm's principal office in San Francisco.
LaNette Holley Joins The Mortgage Collaborative as Director of Strategic Initiatives
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the nation's only independent mortgage cooperative, announced the hiring of LaNette Holley as their Director of Strategic Initiatives. Holley comes to The Mortgage Collaborative with over 25 years of experience in the area of mortgage lending.
BeSmartee and DocMagic Integrate Mortgage Tech, Creating a Fast, Fully Digital Application for Borrowers
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the mortgage industry's leading provider of document production, automated compliance and comprehensive eMortgage services, announced that it completed an integration with BeSmartee, a leader in mortgage automation technology.
Jim Paul Joins Bank of Southern California, NA as VP at Del Mar Office
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that Jim Paul has joined the Bank as Vice President, Business Banking at the Del Mar Corporate office. He will primarily focus on building new client relationships for the bank.
Cara Krause Joins Mortgage Capital Trading’s Growing Sales Team
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that Cara Krause has joined the company as regional sales director. Ms. Krause will handle business development efforts and client management for new lender clients in the Northeast region of the country.
The Mortgage Collaborative Partners with Blend for Digital, Automated Platform
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative, the nation's only independent mortgage cooperative, today announced a partnership with Blend, a Silicon Valley technology company bringing mortgages into the modern age, to deliver a digital mortgage experience that is fast, simple and secure to its network of small, mid-sized, and community-based lenders.
Texas Capital Bank Implements DocMagic Total eClose Solution
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that Texas Capital Bank has implemented its Total eClose(TM) solution. This implementation enables the bank to function as an eWarehouse lender. They can now accept and fund eNotes from its lender customers that want to drastically speed up the process of closing and selling loans.
ReverseVision Expands RV University (RVU) with 3-Day Live Training Course in San Diego
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced the expansion of its RV University (RVU) education and training program with the addition of a three-day Accelerated Loan Originator Training course available live each month at ReverseVision's San Diego training facility.
The Mortgage Collaborative President David G. Kittle Issues Statement Supporting MBA GSE Reform Proposal
SAN DIEGO, Calif. /California Newswire/ -- On behalf of its network of lenders, David G. Kittle, CMB, president and vice chairman, The Mortgage Collaborative, has issued the following statement on the Mortgage Bankers Association's (MBA) release of its GSE Reform proposal, "GSE Reform: Creating a Sustainable, More Vibrant Secondary Mortgage Market":
MuniServices, Municipal Tax Attorney Proactively Protect Local Revenue
IRVINE, Calif. /California Newswire/ -- Whether you love or hate them, local taxes and fees are critical sources of revenue that pay for good roads, clean water and safe communities. To help protect these funds, MuniServices, one of the nation’s leading municipal tax auditors, has partnered with attorney Ben Fay to advise its city and county clients on the legal application of their local ordinances, and to help protect them against social and economic changes.
Traffk LLC announces addition of Mr. David Brown to expanding team in health solutions market
LOS ANGELES, Calif. /California Newswire/ -- Traffk(TM) LLC is pleased to announce the addition of Mr. David Brown to the expanding Traffk team. Brown will fill the role of Market President, serving Traffk's payer and health solutions market. Traffk modernizes the insurance underwriting process with more accurate data insights and risk profiling, allowing risk-bearing companies or health plans to manage profitability.
Melyn Acasio Joins Bank of Southern California, N.A. at its Del Mar Corporate Office
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that Melyn Acasio has joined the Bank as Vice President, Client Relationship Manager at the Del Mar Corporate office. She will primarily focus on building new client relationships for the bank.
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 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.
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 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.
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 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).
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.
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 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).
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 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.
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 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.
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 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.
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 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.
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 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 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 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 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.
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.
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.
