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Fri, Oct 10, 2025
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CA Finance

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

Christopher Simmons -

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

Valerie Gotten -

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

Christopher Simmons -

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

Valerie Gotten -

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

Christopher Simmons -

Kelly Kelleher of ReverseVision Named Director of Corporate Marketing and Events

Valerie Gotten -

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

Christopher Simmons -

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

Christopher Simmons -

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

Christopher Simmons -

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

Christopher Simmons -

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

Christopher Simmons -

NRMLA Adds ReverseVision CEO John Button to Board of Directors

Valerie Gotten -

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

Valerie Gotten -

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

Valerie Gotten -

Big Savings Insurance Agency acquired by Protector Holdings

Valerie Gotten -

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

Christopher Simmons -

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

Christopher Simmons -

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

Valerie Gotten -

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

Valerie Gotten -

Corporate Partner Geoffrey Perusse joins VLP Law Group Team

Valerie Gotten -

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

Valerie Gotten -

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

Christopher Simmons -

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

Valerie Gotten -

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

Christopher Simmons -

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

Valerie Gotten -

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

Valerie Gotten -

EPIC Insurance Brokers adds Broker-Producer Rick Haycock in Sacramento

Valerie Gotten -

ReverseVision Exchange RVX Now Offers Integrated Flood Determination from ServiceLink

Valerie Gotten -

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

Valerie Gotten -

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

Valerie Gotten -

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

Valerie Gotten -

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

Valerie Gotten -

EPIC Insurance Brokers Launches Cyber Risk Insurance Platform for SMBs

Valerie Gotten -

nCino Bank OS selected by Bank of Southern California, N.A. to Improve Workflow Process

Christopher Simmons -

EPIC Insurance Brokers Adds Gerrad Newton to CNCDA Auto Dealer Specialty Program

Valerie Gotten -

Lender Price Launches Real-Time, Competitive Analytics and Pricing Platform at 2016 MBA Convention Boston

Valerie Gotten -

Corporate Settlement Solutions (CSS) Implements DocMagic’s Total eClose Mortgage Solution

Valerie Gotten -

Bank of Southern California, N.A. Announces $7M Capital Offering with Castle Creek Capital

Christopher Simmons -

EPIC Insurance to Co-Host Employment Law Seminar on Protecting Your Business in 2017, in Atlanta

Valerie Gotten -

Mortgage Capital Trading makes Inc. 5000 List of Fastest-Growing Private Companies for the Sixth Year in a Row

Valerie Gotten -

Reverse Mortgage Tech Leader, ReverseVision to Host UserCon 2017 Feb. 8-10 in San Diego

Valerie Gotten -

Jim Hughes joins EPIC Insurance as VP and Managing Consultant of Loss Control

Valerie Gotten -

Wilson Long and Zohreh Talebzadeh of EPIC Insurance Recognized as 2016 Young Guns by Insurance Business

Valerie Gotten -

The Mortgage Collaborative and Roostify Partner to Provide Mortgage Process Automation

Valerie Gotten -

Mortgage Capital Trading and Fannie Mae Form Strategic Collaboration for Tech Deployment

Christopher Simmons -

ReverseVision Welcomes Retirement Income Expert Jamie Hopkins to Board of Directors

Christopher Simmons -

Rob Massa and Craig Schmidt of EPIC Insurance Honored as Employee Benefit Advisers of the Year

Christopher Simmons -

Mortgage Capital Trading, Inc. Named ‘Best Place to Work’ by San Diego Business Journal for Fifth Straight Year

Valerie Gotten -

Bank of Southern California, N.A. Recognized as a Top Small Business Lender

Valerie Gotten -

Bank of Southern California N.A. Completes Acquisition of Opus Bank Branch

Valerie Gotten -
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