CA Finance

    KROST CPAs

    KROST CPAs in Los Angeles Announce Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of...

    LOS ANGELES, Calif. /California Newswire/ -- Los Angeles-based CPA Firm, KROST CPAs and Consultants announced Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax. Knadjian has successfully completed over 200 M&A and Capital Markets transactions worth over $1 billion.
    Chief eServices Executive Brian D. Pannell

    National Mortgage Professional (NMP) Selects DocMagic Chief eServices Executive Brian D. Pannell for 2022 Most Connected Mortgage Professionals Award

    TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Brian D. Pannell, the company's chief eServices executive, has been recognized by National Mortgage Professional (NMP) magazine as one of the most connected mortgage professionals within the industry for 2022.
    NotaryCam

    Mortgage eClosing solutions innovator, NotaryCam, announces eClose360® product updates

    NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced today that it has made updates to its eClose360 platform to expand its capabilities and deliver a better user experience for both notaries and document signers.
    Lock volume for June 2022 broken out by transaction type

    MCTlive! Lock Volume Indices: June 2022 Data – represents a balanced cross section of lenders among retail, correspondent, wholesale, and consumer...

    SAN DIEGO, Calif. /California Newswire/ -- MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for June 2022.
    Lender Price

    Lender Price Launches Marketplace 2.0: Enhanced Pricing Capabilities and Deal Intelligence

    PASADENA, Calif. /California Newswire/ -- Lender Price, a leading provider of product, pricing and eligibility technology, announced today they have released Marketplace 2.0, a major enhancement to their Broker Marketplace platform, one of the largest communities of wholesale brokers in the mortgage industry.
    DocMagic’s eClosing team member Leah Sommerville

    DocMagic’s eClosing team member Leah Sommerville Recognized with 2022 Trailblazer Award

    TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, a senior account executive on its eClosing team, has been honored by PROGRESS in Lending as a 2022 Sales & Marketing Trailblazer. The award recognizes sales, marketing and public relations executives that are blazing trails in the mortgage industry.
    TMC Emerging Technology Fund LP

    TMC Emerging Technology Fund LP Invests in leadPops, a digital customer acquisition software and marketing innovation platform

    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 follow-on round to a recent $3.5M Series A completed by leadPops, a digital customer acquisition software and marketing innovation platform. leadPops allows users to create robust, automated lead-generating systems that drive qualified leads directly to their business.
    MCT - Mortgage Capital Trading

    New MSR Technology from MCT Empowers MSR Buyers with Live Loan-Level Pricing

    SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, has announced today a new technology for mortgage servicing rights (MSR) buyers to produce more granular pricing for mortgage servicing. The feature leverages an application programming interface (API) to connect MSRlive!, MCT's state-of-the-art MSR valuation platform to clients' systems for more precise and accurate loan-level pricing in real time.
    John J. Patterson Joins Vanbridge

    John J. Patterson Joins Vanbridge an EPIC Company’s Financial Services Division

    SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that John J. Patterson has joined the firm as Managing Principal, Head of Claims with Vanbridge, its Financial Services division.
    Mortgage Coach

    Mortgage Markets CUSO selects Mortgage Coach to increase mortgage lending engagement at credit unions

    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 today that Mortgage Markets CUSO, LLC has implemented Mortgage Coach to grow mortgage lending engagement at the credit unions it serves.
    MCT Lock volume for May 2022 broken out by transaction type

    MCT, the leader in capital markets software, announces MCTlive! Lock Volume Indices May 2022 Data

    SAN DIEGO, Calif. /California Newswire/ -- MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for May 2022.
    EPIC acquires DIXON WELLS

    EPIC Insurance Brokers Adds to Life and Executive Benefits Platform, Acquires Dixon Wells, Inc.

    SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants (EPIC) announced today that it has acquired Dixon Wells, Inc. (Dixon Wells) in a strategic move to expand EPIC's geographic footprint in the life insurance, executive benefits, and financial advisory distribution businesses under the Vanbridge Life and Executive Benefits umbrella.
    EPIC INSURANCE

    EPIC Insurance Marketing and Design Team has been recognized for multiple Communicator Awards for its work in 2021

    SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that its marketing and design team has been recognized for multiple Communicator Awards for its work in 2021. The Communicator Awards are an international awards program recognizing big ideas in marketing and communications.
    ProNova Partners

    AI Radiology & Emerging MedTech Venture Capital Investment Group Now Open to Outside Participation

    LOS ANGELES, Calif. /California Newswire/ -- Seventeen-year-old ProNova Partners has been contracted to facilitate the expansion of an Artificial Intelligence Radiology Imaging and emerging Medical Technology Venture Capital Investment Group.
    DocMagic, Inc.

    Black Knight Inc.’s Empower Loan Origination Platform Now Integrated with DocMagic

    TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of loan document generation, compliance support and comprehensive eMortgage services, announced an integration with Empower, Black Knight's loan origination system (LOS), to help automate the DocMagic document generation process for lenders and provide access to additional DocMagic services.
    Suzanne Duniphin and David Bowser

    Mortgage Coach names Suzanne Duniphin to VP, Customer Experience and David Bowser to VP, Customer Engagement

    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 advancement of two of its department directors to vice president-level positions. Suzanne Duniphin was promoted from director of eLearning to VP, customer experience, and David Bowser was promoted from director of account management to VP, customer engagement.
    KROST CPAs

    KROST CPAs in Pasadena Named to 2022 Top 100 Firms List by Accounting Today

    PASADENA, Calif. /California Newswire/ -- KROST was recognized as a Top 100 Firm by Accounting Today. The firm ranked 76th with a 18.08% change in revenue from last year. KROST has now been ranked in this prestigious list two years in a row. With new services on the horizon, KROST continues to develop ways to add value for their clients.
    MCT: Lock volume for April 2022 broken out by transaction type

    New MCTlive! Mortgage Lock Volume Indices to help all industry participants better understand key trends in the mortgage industry

    SAN DIEGO, Calif. /California Newswire/ -- MCT®, the leading pipeline hedge advisory in the residential mortgage industry, is pleased to announce the introduction of new MCTlive! Mortgage Lock Volume Indices to help all industry participants better understand key trends in the mortgage industry.
    DocMagic and Centier Bank

    Centier Bank Leverages DocMagic eVault Fintech to Accept and Manage eNotes

    TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of compliant loan document generation, automated regulatory compliance and comprehensive eMortgage services, announced that Indiana-based Centier Bank is now equipped to receive eNotes from their warehouse clients through DocMagic's eVault solution. The move positions Centier to secure more business as mortgage bankers increasingly adopt eClosing technology.
    EPIC Welcomes Paul Lopez

    EPIC Welcomes Paul Lopez to its Entertainment & Sports Practice in California

    IRVINE, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Paul Lopez has joined its Entertainment & Sports practice as a principal. He joins as part of the Los Angeles team and will be based in Irvine, California.
    Intellimedia Networks

    Frontera Group, Inc. Acquires Portion of Intellimedia Network, Inc.’s Immersive Technology IP

    LOS ANGELES, Calif. /California Newswire/ -- Intellimedia Networks, Inc., a Los Angeles based immersive solutions technology company, today announced that certain of its IP has been acquired by Frontera Group, Inc. (OTC Pink: FRTG) ("Frontera" or "the Company"), a Dallas, Texas based technology-focused strategic acquirer of revenue-generating companies and intellectual property (IP), as part of its multi-part strategy to make further acquisitions from Intellimedia's suite of technology solutions.
    The Millionairess Mentality

    Legacy Launch Pad Announces Book, ‘The Millionairess Mentality’ About Wealth Creation For Women

    LOS ANGELES, Calif. /California Newswire/ -- Legacy Launch Pad Publishing is releasing "The Millionairess Mentality: A Professional Woman's Guide to Building Wealth Through Real Estate" (ISBN: 978-1956955286), a real estate investment book for women written by Tamar Hermes.
    Mortgage Coach

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

    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 today that Logix Federal Credit Union (Logix) has rolled out Mortgage Coach to enhance the mortgage advisory service it provides to members.
    MCT - Mortgage Capital Trading

    HW Tech100 Mortgage 2022 Award Honors MCT As Leader In Innovation

    SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, was announced as a 2022 HousingWire Tech100 Mortgage Winner. The Tech100 Mortgage Award spotlights innovators that are making the housing sector better and more sustainable by increasing efficiency, improving borrower experience and bringing elasticity to mortgage origination and servicing processes.
    EPIC Welcomes Shelley Yim

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

    SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers & Consultants is pleased to welcome Shelley Yim who will partner with EPIC's leadership to focus on continuing to grow the firm's footprint with large complex Risk Management clients along with helping lead EPIC's burgeoning Winery Practice.
    Fity.eth (BAYC #4487) - Apocalyptic Apes

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

    LOS ANGELES, Calif. /California Newswire/ -- The non-fungible token (NFT) market is changing the way some big companies and major products get exposure. And, Apocalyptic Apes is a unique collection of 8,800 post-apocalypse themed chimp NFTs on the Ethereum platform. They're available on the company's website, and OpenSea, the world's first and largest NFT marketplace.
    NotaryCam

    NotaryCam reaches 1 million remote online notarization transactions milestone

    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 performed more than 1 million successful remote online notarization (RON) transactions. Since 2012, NotaryCam has facilitated transactions for Fortune 500 companies, banks, mortgage lenders, attorneys, settlement agents and more across the globe.
    KROST CPAs

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

    PASADENA, Calif. /California Newswire/ -- KROST was recognized as one of Los Angeles Business Journals' Top 100 Accounting Firms in Los Angeles County, with 78% growth in revenue between 2020 and 2019, the firm is ranked 22nd on the list. KROST received this recognition during the Los Angeles Business Journal's Disruptor Awards virtual event.
    EPIC INSURANCE

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

    SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants announced today that it has acquired Treloar & Heisel located in New Castle, Pennsylvania. The strategic decision expands the offerings of financial planning and insurance services to medical and dental professionals.
    Mortgage Coach

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

    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 integration with ReverseVision, a subsidiary of Constellation Mortgage Solutions, Inc., the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology.
    Ben Itkin of MCT

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

    SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales and centralized lock desk services, announced today that Ben Itkin has been appointed the new National Sales Director.
    National Auto Coverage (NAC)

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

    TUSTIN, Calif. /California Newswire/ -- National Auto Coverage (NAC) is a seasoned Auto Warranty Provider that has recently opened its doors to the public after becoming an Administrator. As the Administrator of your policy we create, and handle all aspects of your policy including claims! This allows us to maintain control over our policies to ensure that all our customers receive the best possible service.
    Nancy Pfund

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

    SAN FRANCISCO, Calif. /California Newswire/ -- Financial Women of San Francisco (FWSF) today named Nancy Pfund, the Founder and Managing Partner of DBL Partners, as the FWSF 2022 Financial Woman of the Year. DBL Partners is one of the first venture capital firms to bring impact investing into the mainstream. Nancy and her colleagues launched DBL out of JP Morgan in 2008 after seeing increased momentum in the move to social and environmental impact.
    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.

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