CA Finance - Page 4
Home CA Finance
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 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 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).
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 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.
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 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 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.
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.
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
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.
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.
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.
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 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’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").
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 & 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.
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.
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 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.
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.
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 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.
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 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 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.
MCT Hires David Burruss to Address Demand for its MSR Services
SAN DIEGO, Calif. /California Newswire/ -- MCT® announced that David Burress has joined the company in the position of MSR Sales Director, directly addressing the increase in market demand for MCT's MSR products. The hiring of Mr. Burruss ensures MCT can continue serving the needs of their MSR clients.
ReverseVision Lowers Lenders’ Costs to Originate Reverse Mortgages with Restructured Tech Plans
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced it has restructured its technology plans and pricing matrix to ease lenders' entry into reverse lending and support their success.
Awair Announces Strategic Investment from Emerson (NYSE: EMR)
SAN FRANCISCO, Calif. /California Newswire/ -- Awair, the San Francisco-based startup that makes Indoor Air Quality monitoring and software solutions for home and commercial spaces, has received a major strategic investment from Emerson (NYSE: EMR). Emerson is a leader in the heating, ventilation and air conditioning (HVAC) controls industry, as well as the creator of the highly-rated smart thermostat, Emerson Sensi.
Fanplayr, a leader in online behavioral personalization, acquires Jamu Inc.
PALO ALTO, Calif. /California Newswire/ -- Fanplayr, a leader in online behavioral personalization, announced it has acquired Jamu Incorporated, a reseller and development firm based in Tokyo, Japan. The acquisition represents the fulfillment of a long-term relationship between Fanplayr and Jamu Inc.
Tapcheck Helps Employers Unlock New Financial Options for Employees with Earned Wage Access Application
LOS ANGELES, Calif. /California Newswire/ -- Tapcheck, a simple and easy-to-integrate financial wellness benefit that allows employers to give employees the ability to access their earned wages before payday, has experienced strong growth since first launching. In 2020 alone, Tapcheck saw 863% growth, with exponential adoption in the in-home care and quick-service restaurant (QSR) industries.
Paramount Property Tax Appeal Offers Free Evaluation to Affluent California Homeowners and Business Property Owners
SAN DIEGO, Calif. /California Newswire/ -- Now that California Proposition 19 has passed, Wes Nichols, president of Paramount Property Tax Appeal Service in San Diego has decided to offer a free evaluation to affluent families, business property owners and homeowners who are transferring property to heirs or simply wish to lower their property taxes, or appeal their tax bill.
Fanplayr Partners with PFG to Enhance E-Commerce Behavioral Intelligence Solutions
PALO ALTO, Calif. /California Newswire/ -- Fanplayr, a leader in online behavioral personalization and AI for the past 10 years, recently closed a funding round from Partners for Growth (PFG) to support significant growth in its business and customer base.
MCTlive! Pool Optimizer Technology from Mortgage Capital Trading Sets New Bar for Best Execution Loan Sales
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, debuted upgraded MCTlive! Pool Optimizer functionality at its MCT Exchange client conference last month. The technology enables secondary marketing managers to use actual cash window execution for optimization on each individual loan rather than using a dealer survey for spec pay-ups.
Galway Insurance Holdings Secures Majority Interest from Harvest Partners with Investments from Oak Hill Capital and The Carlyle Group
SAN FRANCISCO, Calif. /California Newswire/ -- Galway Insurance Holdings ("Galway"), the holding company for EPIC Brokers & Consultants ("EPIC") and JenCap Holdings ("JenCap"), which together represent one of the nation's largest insurance distribution firms, announced today that it has signed a definitive agreement with vehicles controlled by Harvest Partners, LP and its affiliates ("Harvest") for a majority interest of Galway.
Mortgage Comparison Shopping with Pureloan.com Leads to $15,335 Average Interest Savings
PALO ALTO, Calif. /California Newswire/ -- Pureloan.com confidently demonstrates that, for the average home purchaser, its mortgage search engine provides on average $15,335 of lifetime savings in reduced interest payments by comparing loans.
Community State Bank Implements Fully Paperless eClosing Process with DocMagic Total eClose
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that Southeast Wisconsin-based Community State Bank has implemented its full suite of eClosing solutions to transform the bank's mortgage closing process, making it 100 percent digital.
NotaryCam Certifies Compliance with MISMO Standards for RON-enabled digital mortgage closings
NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has completed the Mortgage Industry Standard Maintenance Organization (MISMO) Remote Online Notarization (RON) Software Compliance Certification Program.
ReverseVision Supports HECM Lender Transition from LIBOR to CMT Index, Updates Docs to Facilitate Index Migration
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced it has updated all documents that reference an index to support both the Constant Maturity Treasury (CMT) and London Interbank Offer Rate (LIBOR) indexes.
Paramount Property Tax Appeal in San Diego Offers Free Consultation to California Property Owners as Prop 19 Becomes Law
SAN DIEGO, Calif. /California Newswire/ -- Wes Nichols, president of Paramount Property Tax Appeal Service, is reminding California property owners that property tax relief will be severely limited by changes to the Proposition 58 Parent-to-Child Exemption, as Prop 19 will soon become law.
Pureloan Launches Enterprise-Grade Advanced Mortgage Search Functionality at No Cost to California Home Buyers
PALO ALTO, Calif. /California Newswire/ -- Pureloan.com is the first website to offer professional loan officer-level mortgage search functionality for both home loans and home refinancing to all interested shoppers. Other websites simply allow searches using basic fields like location, LTV, and credit score, but Pureloan performs searches on the exact fields being used by loan underwriters.
James Cha, Certified Tax Resolution Specialist from Ace Plus Tax Resolution, Advises Non-Filers to File Their Back Tax Returns ASAP
LOS ANGELES, Calif. /California Newswire/ -- James Cha, a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, urges taxpayers to file their tax returns as soon as possible, even if they missed the tax deadline or can't pay off, as they're only increasing their tax bill by delaying.
NEW BOOK: Budgeting Doesn’t Have to Suck: For Young Adults Who Want More Money
LOS ANGELES, Calif. /California Newswire/ -- "Budgeting Doesn't Have to Suck: For Young Adults Who Want More Money" (ISBN: 978-0989196703) by Jim Miller is written for younger adults who need to put more money in their pocket now. Published by RMW Publishing, the tips inside this book are easy to digest and implement and an added perk is that it's free to those who cannot afford the $8.99 price tag - no questions asked.
DocMagic and VirPack Announce Integration of Fintech Platforms
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that that it has integrated its eSign platform with VirPack to facilitate the seamless exchange of loan files and docs for compliant eSigning through DocMagic's eSign platform.
PayneWest Insurance selects TrustLayer Compliance and Certificate Management Software to leverage next generation technology in their leading Compliance Service Practice
SAN FRANCISCO, Calif. /California Newswire/ -- PayneWest Insurance, a leading insurance brokerage in the Pacific Northwest, today announced partnering with TrustLayer, Inc., the next generation solution for compliance tracking. PayneWest will leverage TrustLayer to expand value added services within their many Specialty Practices.
Wendy Peel, VP at ReverseVision, Selected for a Most Powerful Women in Fintech Award by PROGRESS in Lending Association
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading technology provider for the Home Equity Conversion Mortgage (HECM) and private reverse lending program market, today announced that company Vice President of Sales and Marketing Wendy Peel has been recognized as a Most Powerful Women in Fintech award honoree by PROGRESS in Lending Association.
ReverseVision Partners with MBA to Articulate the Business Case for HECM Lending in September 10 Webinar
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading Home Equity Conversion Mortgage (HECM) and private reverse lending platform, today announced it will co-host a webinar with the Mortgage Bankers Association (MBA) to dispense HECM myths and educate mortgage lenders on the business case for incorporating HECMS into their lending portfolio.
Digital Currency was in Computer Industry for Over 20 Years, says CMTLabs, Inc.
NEWPORT BEACH, Calif. /California Newswire/ -- CMTLabs, Inc. (Currency Method Tokenizing Labs) released information today revealing a digital currency was successfully in use "under the radar screen" within the computer industry for over 20 years.
Uncertainty Due to Short-Notice FHFA Directive Amplifies Harm to Borrowers, according to MCT
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory firm, analyzed the potential effect of Wednesday's fifty basis points worsening in prices paid by Fannie Mae and Freddie Mac for most mortgage refinances.
