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Thu, Sep 18, 2025
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CA Finance

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

Christopher Simmons -

HW Tech100 Mortgage 2022 Award Honors MCT As Leader In Innovation

Christopher Simmons -

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

Christopher Simmons -

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

Cindy Holden -

NotaryCam reaches 1 million remote online notarization transactions milestone

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

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

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

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

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

Cindy Holden -

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

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

Christopher Simmons -

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

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Nomis Solutions announces strategic alliance with edtech non-profit Moneythink

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

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

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

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

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EPIC Adds Joseph Freeman to Lead West Region Loss Control Team in Los Angeles

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ReverseVision adds Marketing Expert Scott Shepherd to Help Elevate Brand

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Mortgage Coach, a borrower conversion platform, unveils redesigned website

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

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

Christopher Simmons -

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

Christopher Simmons -

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

Christopher Simmons -

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

Christopher Simmons -

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

Christopher Simmons -

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

Christopher Simmons -

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

Christopher Simmons -

EPIC Insurance Brokers and DIATOMS Create Exclusive Partnership

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Galway Holdings acquires Simatree, adding transformational digital and analytics solutions

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

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

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

Christopher Simmons -

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

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

Christopher Simmons -

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

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

Christopher Simmons -

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

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

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TMC Emerging Technology Fund LP Invests in Clever Real Estate, with Series B investment round

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ReverseVision Names Industry Pro, Bill Mitchell Chief Revenue Officer

Christopher Simmons -

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

Christopher Simmons -

Inspire Escrow Services Launches in the Inland Empire

Cindy Holden -

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

Christopher Simmons -

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

Christopher Simmons -

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

Christopher Simmons -

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

Christopher Simmons -

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

Christopher Simmons -

DocMagic eSign 3.0 Enhances Remote Notary and eClosing Capabilities

Christopher Simmons -
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