CA Finance

EPIC Insurance Brokers and Consultants Grows in Birmingham and Relocates to New Offices

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty and employee benefits insurance brokerage and consultant, announced today their move into new offices in Birmingham, Ala.; the base of operations for EPIC's National Energy Construction Practice.
ReverseVision

ReverseVision Adds Credit Report Integration to RV Exchange Reverse Mortgage LOS Platform

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, Inc.announces it has added automated credit reporting capabilities to RV Exchange (RVX), ReverseVision's flagship reverse loan origination system (RLOS) platform. Through this integration, reverse mortgage lenders are able to automatically import a borrower's credit information directly into RVX's Financial Assessment (FA) module.

EPIC Insurance Brokers welcomes Vanessa Ruiz Mitilier to California Employee Benefits Consulting Practice

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Vanessa Ruiz Mitilier has joined the firm as a senior consultant and producer in the firm's Southern California Employee Benefits Consulting Practice.

MCT Trading Named a Best Place to Work in San Diego for the Fourth Year in a Row

SAN DIEGO, Calif. /California Newswire/ -- MCT Trading, Inc., a recognized industry leader in mortgage risk management providing pipeline hedging, best-execution loan sales and centralized lock desk services, announced that the San Diego Business Journal's (SDBJ) has named the company to its annual Best Places to Work list for the fourth year in a row.

EPIC Insurance Brokers Continues Adding Key Team Members, further expands National Energy Construction Practice in Alabama

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that claims advocate Dana Ingber and health, safety and environmental consultant Victor Lamb have both joined EPIC's Birmingham-based National Energy Construction Practice - a specialty risk management team serving large, complex construction, energy and distribution companies across the country.

EPIC Insurance Brokers Launches Private Exchange Platform with Employee Benefit Services

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a national retail property and casualty insurance brokerage, and employee benefits consultant, this week unveiled its next generation private exchange, coined EPIC EXP (The EPIC Exchange Platform) in partnership with Atlanta-based Hodges-Mace, LLC.

EPIC Insurance Brokers and Consultants welcomes Broker Brian Laney as principal in Sacramento

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Brian Laney has joined the firm as a property and casualty insurance broker/producer and principal.

Edgewood Partners Insurance Center welcomes Sheryl McLamb to EPIC's Private Client Group in Sacramento

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty and employee benefits insurance brokerage and consultant, announces that Sheryl McLamb has joined as an Account Manager in EPIC's Private Client Group. McLamb will be based in Sacramento as EPIC expands its private client services.

Reverse Mortgage Loan Origination System Support Portal launched by ReverseVision Inc

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, Inc. has announced the launch of its new RV Support Portal designed to improve the support experience for users of RV Exchange (RVX), ReverseVision's flagship reverse loan origination system (RLOS) platform.
Rosemary Hughes

EPIC Insurance Brokers Expands National Employer Services Platform with Davin Millholland and Rosemary Hughes in Georgia

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty and employee benefits insurance brokerage and consultant, announced today the additions of Employee Benefits Consulting professionals Davin Millholland and Rosemary Hughes to its rapidly growing Employer Services Platform (ESP).

EPIC Insurance Brokers and Consultants Grows in Reno with Addition of Courtney Pino and Move into New Offices

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants (EPIC), a national retail property, casualty and employee benefits insurance brokerage and consultant, announced today the addition of Courtney Pino as a commercial insurance broker/producer as well as their move into new Reno, Nevada offices.

Edgewood Partners Insurance Center welcomes Myesha Lamison Director, Benefits Technology

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty and employee benefits insurance brokerage and consultant, announces that Myesha Lamison has joined as Director, Benefits Technology as a part of EPIC's growing national Employer Services Platform (ESP) team.

Fannie Mae and The Mortgage Collaborative Partner to Support Small, Mid-Sized Mortgage Originators

SAN DIEGO, Calif. /California Newswire/ -- Today The Mortgage Collaborative (TMC), an independent lending cooperative serving small and mid-sized mortgage lenders and community-based lending institutions, and Fannie Mae agreed upon enhancements to the benefits offered to TMC members that were announced earlier in the year through a strategic partnership agreement.

EPIC Insurance Brokers expands Employee Benefits Practice with acquisition of Executive Financial, Inc.

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has acquired Executive Financial, Inc., an employee benefits consulting firm specializing in executive benefits, life, and disability insurance strategies.

Veros Real Estate Solutions Delivers First Direct Connection to FHA Electronic Appraisal Delivery Portal

SANTA ANA, Calif. /California Newswire/ -- Veros Real Estate Solutions, an industry leader in enterprise risk management, collateral valuation services and predictive analytics, announced today that lenders and technology vendors interested in the option of implementing a direct connection to FHA's recently announced Electronic Appraisal Delivery portal for electronic appraisal submission can connect through Veros' proprietary product, PATHWAY.

EPIC Insurance Brokers Strengthens its Auto Dealer Programs with acquisition of Sorci Insurance Brokerage

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has acquired Sorci Insurance Brokerage, Inc., a specialist in providing comprehensive Workers' Compensation Insurance services to New Car Auto Dealers in California.

DocMagic Surpasses 100 Million eSignature Transactions for the Mortgage Industry

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced today that its eSign platforms have now processed more than 100 million mortgage-related eSignature transactions.

DocMagic Inc. Updates Software for New TRID Functionality for Loan Origination

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, today announced that it has completed all required TILA-RESPA Integrated Disclosure rule software development and testing, and the new TRID enhancements have been officially released into DocMagic's production environment.

Diversification of EB-5 Investor Pool is a Positive Evolution of the EB-5 Immigrant Investor Program

COSTA MESA, Calif. /California Newswire/ -- In response to the surge in EB-5 applications from mainland China, the U.S. State Department has announced a cutoff date for immigrant investors from mainland China applying for permanent residency in the U.S. through the EB-5 visa program, according to PDC Capital Group.

DocMagic Inc. announces Collaborative Closing Platform to Meet TRID Requirements

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that it will launch a Collaborative Closing Platform for the mortgage industry. The solution is comprised of a secure, seamless and dynamic web-based portal that efficiently and expeditiously helps lenders comply with the TILA-RESPA Integrated Disclosure (TRID) rule that becomes effective on August 1.

Edgewood Partners Insurance Center adds Veteran Broker Tim Woodhull to North East U.S. Team

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Timothy C. (Tim) Woodhull has joined the firm as a principal. Woodhull brings 35 years of diverse insurance industry experience and leadership in corporate insurance brokerage, insurance carrier operations, risk management and insurance program design and management.

Christopher R. Mitchell joins Edgewood Partners Insurance Center as Senior VP Sales

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, today announced that Christopher R. Mitchell has joined the firm as senior vice president of sales in the firm's Northern California Bay Area Property and Casualty Insurance Division.

Rich Swerbinsky, Nancee Mueller join The Mortgage Collaborative management team

SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative, an independent lending cooperative serving small and mid-sized mortgage lenders and community-based lending institutions, has deepened its senior executive team with the addition of two new hires, announced the Collaborative's Chairman, John Robbins, CMB.

MCT Trading Adds Industry Veteran Joel Dulmage to Growing Sales Team for Mortgage Risk Management

SAN DIEGO, Calif. /California Newswire/ -- MCT Trading, Inc., a recognized industry leader in mortgage risk management providing pipeline hedging, best-execution loan sales and centralized lock desk services, announced that Joel Dulmage has joined the company in the capacity of regional sales director. Mr. Dulmage will be responsible for new business development and client service management in the Midwest territory.

Real Estate Market Showing Increasing Signs of Strengthening, Says Veros' Latest 12-Month VeroFORECAST Forecast Update

SANTA ANA, Calif. /California Newswire/ -- Veros Real Estate Solutions, an award-winning industry leader in enterprise risk management, collateral valuation services and predictive analytics, reports that the residential market is gaining momentum with a greater percentage of markets expected to increase in value over the next 12 months, moving upwards to 86% from last quarter's 82 percent.

Oasis South Insurance Services acquired by Protector Holdings, expands footprint in San Diego County adding 8 new locations

SAN FRANCISCO, Calif. /California Newswire/ -- Protector Holdings, a joint venture of Edgewood Partners Insurance Center (EPIC) and Dowling Capital Partners, today announced the acquisition of Oasis South Insurance Services. With 8 locations across California's San Diego County, Oasis South specializes in providing insurance services to Hispanic consumers.

Acquisition of EB-5 Regional Center announced by PDC Capital's CEO, Emilio N. Francisco

COSTA MESA, Calif. /California Newswire/ -- Emilio N. Francisco, Chairman and CEO of private equity firm PDC Capital Group, today announced the acquisition of ZGlobal Southern California EB-5 Investment Regional Center.

ReverseVision Inc. Named to HousingWire's HW TECH100 2015 for Top Mortgage Technology

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, Inc., the leading software and technology provider for the reverse mortgage industry, announced it has been included in the 2015 edition of HousingWire's HW TECH100 list.

Tammy Mission of EPIC Insurance Brokers and Consultants Honored as 2015 Insurance Industry 'Power Broker'

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Tammy Mission has been recognized as a Power Broker and an Under-40 designee in the non-profit sector by Risk and Insurance Magazine. This is the second time Mission has received this honor -- her first recognition (also in the non-profit sector) came in 2013.

Anthem Inc. Data Breach Lawsuit Helps Kids, Too, says Weitz & Luxenberg P.C.

LOS ANGELES, Calif. /California Newswire/ -- The Anthem Inc. (NYSE:ANTM) data breach class action lawsuit brought this month by Weitz and Luxenberg, P.C. seeks to protect tens of millions of children - and not just adults - affected by the health insurance giant's massive loss of sensitive confidential records, the New York-based law firm today announced.
ReverseVision RVX LOS

ReverseVision Inc. on Track for Financial Assessment Changes in Mortgage Industry Despite HUD Delay

SAN DIEGO, Calif. /California Newswire/ -- John Button, CEO of leading reverse mortgage software and technology provider ReverseVision, says the Department of Housing and Urban Development's (HUD) decision to delay implementation of its Financial Assessment (FA) rules provides a better opportunity for lenders to get the required technology changes including: ReverseVision's, HUD's and other systems implemented into their processes.

PDC Capital Group raising $45M in EB-5 immigrant investor funds to assist biodegradable organic chemical firm Clear Currents Inc.

COSTA MESA, Calif. /California Newswire/ -- Emilio N. Francisco, Chairman and Chief Executive Officer of private equity firm PDC Capital Group, today announced that PDC is raising $45 million in EB-5 immigrant investor funds to assist biodegradable organic chemical products firm Clear Currents, Inc.

Quandis unveils its Quandis Loan Servicing offering, a comprehensive Default Management Platform

FOOTHILL RANCH, Calif. /California Newswire/ -- Quandis, Inc., a leading provider of default servicing software, announced that it launched Quandis Loan Servicing (QLS), an end-to-end default management platform that automates and compliantly manages the default process from start to finish. QLS is offered as an all-in-one system and also as modules so various components can be leveraged by servicers based on individual needs.

Veros Real Estate Solutions' Pathway Supports Lender Appraisal Submissions to EAD

SANTA ANA, Calif. /California Newswire/ -- Veros Real Estate Solutions, an award-winning industry leader in enterprise risk management, collateral valuation services and predictive analytics, today announced that lenders interested in utilizing FHA's recently announced Electronic Appraisal Delivery (EAD) portal can achieve a direct connection for electronic appraisal submission through Veros' PATHWAY.

ReverseVision, Inc. Welcomes Wendy Peel as VP of Sales and Marketing

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, Inc., the leading technology provider for the reverse mortgage industry, today announced that seasoned marketing executive Wendy Peel has joined the company as its vice president of sales and marketing. In this position, Wendy will be responsible for managing the ReverseVision brand, working with product development and broadening brand awareness among forward lenders and financial planners.

DocMagic Inc. Implements MISMO Version 3.3 for the CFPB's Integrated Disclosure deadline

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the mortgage industry's leader in compliant loan document preparation and driver of complete eMortgage adoption, announced that its entire solution set now adheres to version 3.3 of the Mortgage Industry Standards Maintenance Organization (MISMO) Reference Model.

Veros Real Estate Solutions CEO Darius Bozorgi Speaking at 2015 ABS Vegas Conference

SANTA ANA, Calif. /California Newswire/ -- Veros Real Estate Solutions, an award-winning industry leader in enterprise risk management, collateral valuation services and predictive analytics, announces that CEO Darius Bozorgi will be a panelist at the 2015 ABS Vegas conference, the largest capital markets conference in the world.

Bank of Southern California, N.A. Raises $7.2 Million in Capital to Fuel Organic and Acquisition Related Growth

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTCMKTS:FBBN) (the 'Bank') announced today that it completed a private placement of approximately $7.2 million of its common stock, positioning the Company to grow its Southern California Franchise.

Protector Holdings, a joint venture of EPIC and Dowling Capital Partners, acquires Peartree Insurance Services

SAN FRANCISCO, Calif. /California Newswire/ -- Protector Holdings, a joint venture of EPIC (Edgewood Partners Insurance Center) and Dowling Capital Partners, announced today the acquisition of Peartree Insurance Services. Headquartered in Brea, California, Peartree specializes in providing insurance services to Hispanic consumers.

MCT Trading's Phil Rasori recognized for development of MCTlive!, the company's new secondary marketing platform

SAN DIEGO, Calif. /California Newswire/ -- MCT Trading, Inc., a recognized industry leader in mortgage risk management providing pipeline hedging, best-execution loan sales and centralized lock desk services, announced that its COO, Phil Rasori, was named one of the Top 40 Most Influential Mortgage Professionals Under 40 by National Mortgage Professional magazine.

EPIC Insurance Brokers adds Shelley Dawson, Jon Greenstein and John Gaffney to Employer Services Platform

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, today announced that Shelley Dawson, Jon Greenstein and John Gaffney have joined the firm in San Francisco. All will assume leadership roles in EPIC's rapidly growing Employer Services Platform (ESP).

Launch of Quandis Servicemember Outreach (QSO) website checks the Department of Defense's database for SCRA active duty status

FOOTHILL RANCH, Calif. /California Newswire/ -- Quandis, Inc., a leading provider of mortgage servicing software, today announced that it rolled out a website to help address President Obama's New Executive Actions to assist service members, veterans and their families.

EPIC Insurance Brokers and Consultants Ranked #20 among Top Large Group Employee Benefits Broker-Consultants

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, has been ranked #20 among the nation's 'top large group employee benefits consultants' by Employee Benefit Advisor.

EPIC Insurance Brokers and Consultants acquires Greyling Insurance Brokerage

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants today announced it has acquired Greyling Insurance Brokerage and Risk Consulting, Inc., a specialty insurance broker and risk management consultant based in Atlanta, with locations in St. Louis, and Tampa. The firm will now operate as 'Greyling Insurance Brokerage - a Division of EPIC.'

EPIC Insurance Brokers and Consultants adds Crawford McInnis, Brian Tanner and Wilson Long in Alabama

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, today announced that Crawford McInnis, Brian Tanner and Wilson Long have joined the firm as principals in Birmingham, Ala.

EPIC Insurance Brokers and Consultants adds Karman Chan as new CFO

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Karman Chan has joined the firm as Chief Financial Officer (CFO) in San Francisco. EPIC's current CFO, Michael Gonthier, will transition to a new EPIC position as Chief Administrative Officer.

EPIC Insurance Brokers and Consultants welcomes Sharon Rusconi as VP and Regional Surety Executive

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, today announced that surety executive Sharon Rusconi and her team have joined the firm in Sacramento, Calif. Rusconi's book of business and other assets were purchased by EPIC from Lesron Insurance Agency.

EPIC Insurance Brokers Ranked 46 Among World's Top Insurance Brokers in Finaccord's Global Insurance Broking

SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been ranked 46 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.

Michael Nischan of EPIC Insurance Brokers and Consultants to Advise Trucking Industry on Minimizing Risk, Enhancing Safety

SAN FRANCISCO, Calif. /California Newswire/ -- As the head of the transportation safety and security consulting business for EPIC Insurance Brokers and Consultants, Michael Nischan will present his views on risk management in the trucking industry on a panel during a three-day industry seminar hosted by the Trucking Industry Defense Association (TIDA).

Edgewood Partners Insurance Center adds John Walsh as Executive Liability and Financial Lines Principal

SAN FRANCISCO, Calif. /California Newswire/ -- Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that John Walsh has joined the firm as their Principal of Executive Liability and Financial Lines insurance. Walsh brings more than 10 years of Financial Lines Broking, Placement, Underwriting, Business Development, Client Service, Operations and Claims Management experience to EPIC.

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