CA Finance

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CA Finance
MCT Live!

MCTlive! Integrates with Fannie Mae Connect Whole Loan Purchase Advice Seller API

SAN DIEGO, Calif. /California Newswire/ -- MCT's award-winning capital markets platform, MCTlive!, is now integrated with the Fannie Mae Connect™ Whole Loan Purchase Advice Seller API. This API connection allows MCT Mark-to-Market and Hedge Accounting Reports to be updated with Fannie Mae purchase data instantly, instead of waiting to run reports through a Loan Origination System (LOS).
DocMagic HW TECH100 2022

DocMagic Named One of the Top 100 Most Innovative Mortgage Companies for 2022

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of compliant loan document generation, automated regulatory compliance and comprehensive eMortgage services, announced that it earned a spot on HousingWire's coveted 2022 Tech100 list for the ninth straight year.
Nomis Solutions

Nomis Solutions announces strategic alliance with edtech non-profit Moneythink

SAN FRANCISCO, Calif. /California Newswire/ -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, today announced it has established a philanthropic partnership with Moneythink, a national ed-tech nonprofit. Through the partnership, Nomis has pledged to make annual investments in the Moneythink platform and advise Moneythink on ways it can further empower historically marginalized students to achieve college success through informed financial decision-making.
Mortgage Coach

Mortgage Coach enhances integration with Surefire to support mortgage lenders, helping convert borrowers at scale

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 enhanced integration with Surefire, Black Knight's customer relationship management (CRM) and marketing automation software designed specifically for the mortgage lending industry.
Steve Nelson, Chief Growth Officer

EPIC Insurance Brokers’ Private Client Practice Appoints Steve Nelson as Chief Growth Officer

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants (EPIC), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice.
Lender Price

Spring EQ Offers Home Equity Products to Brokers in the Lender Price Marketplace

PASADENA, Calif. /California Newswire/ -- Lender Price, a provider of mortgage loan pricing and origination technology, announced today that Spring EQ has joined the Lender Price Marketplace as the first home equity loan lender on the platform. Spring EQ, headquartered in Philadelphia, is one of the nation's largest lenders of home equity products.
Mortgage Coach and NAMMBA

Mortgage Coach and NAMMBA expand partnership to grow diversity, equity and inclusion in housing finance

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, has expanded its relationship with the National Association of Minority Mortgage Bankers of America (NAMMBA).
EPIC Insurance Brokers

EPIC Adds Joseph Freeman to Lead West Region Loss Control Team 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 Joseph Freeman has joined the firm as Managing Principal. He will be based in Los Angeles.
Marketing Expert Scott Shepherd

ReverseVision adds Marketing Expert Scott Shepherd to Help Elevate Brand

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 seasoned marketing executive Scott Shepherd has joined the company to head its marketing efforts. As head of marketing, he oversees ReverseVision's marketing department and is responsible for the design and implementation of its new marketing strategy.
Mortgage Coach

Mortgage Coach, a borrower conversion platform, unveils redesigned website

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, has announced the launch of a newly designed website. The website redesign offers visitors an enhanced user experience featuring immersive brand exploration opportunities and an enriched library of lender resources.
TMC Emerging Tech Fund

TMC Emerging Technology Fund LP recently participated in a $38M Series C investment round for AI Software, LLC dba Capacity

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 $38M Series C investment round for AI Software, LLC dba Capacity. Capacity is an AI-powered support automation platform.
KROST CPAs

KROST CPAs in Los Angeles Posts Record Year of M&A Advisory in 2021, Expects Trend to Continue in 2022

LOS ANGELES, Calif. /California Newswire/ -- KROST CPAs and Consultants reported a record year of M&A advisory work in 2021 and expects to remain equally busy in 2022. "We were involved in 21 buy-side and sell-side transactions in 2021," said Paren Knadjian, Head of M&A and Capital Markets at KROST.
Moprtgage Industry Veteran Steve Butler

ReverseVision Announces Hiring of Mortgage Industry Veteran Steve Butler as Director of Business Development

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 long-time mortgage professional Steve Butler to the company's sales team, who brings more than 35 years of experience to the company. ReverseVision has been adding resources in key functional areas as part of its strategic expansion plan.
George Neal and Prashant Balepur

Nomis Solutions Names Fintech Veteran George Neal as Chief Product Officer, Promotes Prashant Balepur to SVP, Corporate Strategy

SAN FRANCISCO, Calif. /California Newswire/ -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, recently announced the appointment of George Neal as chief product officer. In this role, Neal will oversee strategy and development for new and existing products across all Nomis industry verticals.
KJ Stephens of EPIC

KJ Stephens Joins EPIC to Further Expand Employee Benefits Practice in California

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers & Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that KJ Stephens has joined the firm as Vice President within its Employee Benefits Practice.
ReverseVision and Trust Lending

Trust Lending Leverages ReverseVision Fintech Platform to Grow Reverse Mortgage Wholesale Business

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 Trust Lending, a national mortgage banker, has gone live with ReverseVision's Exchange (RVX) platform for its wholesale lending channel. The platform helped Trust Lending springboard its wholesale channel into easily and expeditiously originating loans for reverse mortgage products.
EPIC Insurance Brokers

EPIC has acquired Oversea Insurance Agency trading as Oversea Yacht Insurance – Continues Expansion of its Specialty Offerings

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center d.b.a. EPIC Insurance Brokers & Consultants (EPIC) announced today that it has acquired Oversea Insurance Agency trading as Oversea Yacht Insurance (Oversea). Oversea is based in San Diego, CA and Ft Lauderdale, FL.
Shannon Baldwin and Jacob Gibbs

Mortgage Coach promotes Jacob Gibbs to VP of Technology and Shannon Baldwin to VP of Marketing

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 promotion of two of its department directors to vice president-level positions. Jacob Gibbs was promoted from Director of Technology to VP, Technology, and Shannon Baldwin was promoted from Director of Marketing to VP, Marketing.
EPIC Insurance

EPIC Insurance Brokers and DIATOMS Create Exclusive Partnership

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that they have created an exclusive partnership with Todd Morley and DIATOMS, Inc. (DIATOMS).
Galway Holdings

Galway Holdings acquires Simatree, adding transformational digital and analytics solutions

SAN FRANCISCO, Calif. /California Newswire/ -- Galway Holdings ("Galway") today announced its acquisition of Virginia-based Simatree, a strategic advisory firm specializing in data, analytics, technology consultation and digital transformation. Fast-growing, Simatree has won multiple awards for its innovative and transformational digital and analytics solutions, founded by Patrick McCreesh, Wes Flores and Jay Williams, former NBA player and current television analyst.
DocMagic Director of Product Development Michael Morford

PROGRESS in Lending Recognizes DocMagic’s Michael Morford with 2021 Tech Thought Leader Award

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that Michael Morford, Director of Product Development, was selected as a 2021 Tech Thought Leader by PROGRESS in Lending Association.
LENDER PRICE

Lender Price and Blend Launch Integration to Enhance User Experience for Digital Lending Processes

PASADENA, Calif. /California Newswire/ -- Lender Price and Blend have partnered to provide an enhanced digital experience for both financial services firms and consumers. The integration couples Blend with Lender Price's FLEX Pricing product via APIs to provide custom pricing questions that will help match a consumer to the appropriate loan program and rate.
MORTGAGE COACH

Fintech Company, Mortgage Coach, integrates with ICE Mortgage Technology enabling accurate loan comparisons

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 advanced integration with ICE Mortgage Technology™, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology and market infrastructure.
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.

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