Tag: finance

SUGAR LAND, Texas, April 3, 2019 (SEND2PRESS NEWSWIRE) -- David Fleig, CEO of MorVest Capital, LLC, a financial services advisory firm specializing in mortgage banking liquidity and capital solutions, announces the addition of Managing Director Larry Charbonneau.

COLUMBUS, Ohio, March 26, 2019 (SEND2PRESS NEWSWIRE) -- Digital insurance agency Matic announced today that it has partnered with Home Point Financial Corporation ("Home Point"), a national, mortgage originator and servicer, to help its mortgage servicing customers find competitively priced homeowners insurance.

MACON, Ga., March 25, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware(TM), provider of the leading automated compensation and sales performance management platform for mortgage lenders, today announced that company Founder and CEO Lori Brewer has been named a winner of the 2019 MBA Insights Tech All-Star award. Brewer accepted her award today during the opening session of the Mortgage Bankers Association's Technology Solutions Conference & Expo 2019 in Dallas.

SAN ANTONIO, Texas and RED DEER, Alberta, March 19, 2019 (SEND2PRESS NEWSWIRE) -- Anow, creator of the leading software for real estate appraisal offices, today announced it has forged a partnership with the National Association of Appraisers (NAA) to make Anow's appraisal office management platform more readily accessible to members of the professional organization.

NEW YORK, N.Y., March 13, 2019 (SEND2PRESS NEWSWIRE) -- seriesOne Inc., a leading global digital security fundraising platform led by leaders with over 20 years of traditional investment banking, venture capital and technology experience, today announced its acquisition of Dynamo Development, a custom software development company with a mature engineering team based in the Ukraine.

DETROIT, Mich., March 13, 2019 (SEND2PRESS NEWSWIRE) -- Totle, the startup powering rapid growth in the world of decentralized finance (DeFi) by providing optimized exchange functionality, today announced their partnership with Republic - a leading crypto and equity investment platform backed by Binance and AngelList that enables anyone to be an angel investor.

RED DEER, Alberta, March 7, 2019 (SEND2PRESS NEWSWIRE) -- Anow, developer of appraisal firm management software that simplifies the way real estate appraisers manage their businesses, today announced appraiser productivity and appraisal quality integrations with Veros Real Estate Solutions (Veros(r)), a leading developer of enterprise risk management, collateral valuation and predictive analytics services.

MACON, Ga., March 6, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware, provider of the leading automated compensation and sales performance management platform for mortgage lenders, today announced that it will exhibit at Ellie Mae Experience 2019, which will be held March 10-13, 2019, at Moscone West in San Francisco, California. This year's conference theme, "Driving Innovation Home," encourages attendees to learn about the latest technologies defining the mortgage industry.

COLUMBUS, Ohio, Feb. 28, 2019 (SEND2PRESS NEWSWIRE) -- Matic, the digital homeowners insurance marketplace built for mortgage servicers and lenders, announced that it has successfully completed a Service Organization Control (SOC) 2 Type II audit. Conducted by IS Partners, LLC, a globally recognized certified public accounting firm, the audit verifies that Matic's information security practices.

MACON, Ga., Feb. 21, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware, provider of the leading automated compensation and sales performance management platform for mortgage lenders, today announced that the company has been named a top mortgage workplace by two industry trade publications.

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that the 2018 STRATMOR Technology Insight Study rated MCT as the leader in overall satisfaction, lender loyalty, and functionality effectiveness in the production pipeline hedging industry, according to survey respondents.

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that MReport magazine has named company president and CEO Dominic Iannitti one of its Top 25 Industry Leaders & Influencers for 2019.

ATLANTA, Ga., Feb. 12, 2019 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today announced the appointment of retirement plan consultant Mary Shah as its newest principal. Shah's promotion recognizes a track record of outstanding client service delivery and business development contributions since joining SBA.

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL) announced quarterly net income of $2.0 million for the fourth quarter of 2018, compared to $875 thousand in the third quarter of 2018 and $1.1 million for the fourth quarter of 2017. For the year ended December 31, 2018, net income was $5.3 million compared to $4.0 million for the year ended December 31, 2017.

PHOENIX, Ariz., Jan. 31, 2019 (SEND2PRESS NEWSWIRE) -- RestaurantOwner.com has released the report of their 2019 Independent Restaurant Outlook Survey. This is the third consecutive Outlook Report which summarizes input gathered from over 700 independent restaurant owners and operators regarding their 2018 financial performance, as well as their optimism about 2019.

NEW YORK, N.Y., Jan. 22, 2019 (SEND2PRESS NEWSWIRE) -- JenCap Holdings LLC (JCH), a specialty insurance business, announced that Mark P. Maher has been promoted to Chief Operating Officer and that David Nielsen had recently joined the firm as Corporate Chief Financial Officer.

AUSTIN, Texas, Jan. 22, 2019 (SEND2PRESS NEWSWIRE) -- Leading mortgage industry management consulting firm Austin, Texas-based Transformational Mortgage Solutions (TMS), today announced that it has brought on Michael Barrett as mortgage executive consultant. In this role, Barrett will apply his more than 17-years of mortgage business and product development expertise to helping TMS clients improve process efficiencies, execute digital mortgage transformation strategies and expand profit margins.

ATLANTA, Ga., Jan. 15, 2019 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) today announced the advancement of retirement plan consultants Kim Shumate, David Runsick and Harry Souder to the role of director. Shumate, Runsick and Souder were promoted in recognition of their sustained contributions to SBA, including their proven success leading complex projects to high-value outcomes and fostering strong client relationships.

MACON, Ga., Jan. 15, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware, provider of the leading automated compensation and sales performance management platform for mortgage lenders, today announced that its Founder and CEO Lori Brewer will be a panelist at the Mortgage Bankers Association's (MBA) 2019 Independent Mortgage Bankers (IMB) Conference, which will be held January 28-31 at the Hyatt Regency San Francisco.

RED DEER, Alberta, Jan. 15, 2019 (SEND2PRESS NEWSWIRE) -- Digital appraisal management software developer Anow reported a record 110 percent year-over-year increase in appraisal orders processed through its core appraisal office management platform in 2018 despite an industry-wide, market-driven drop in orders per customer. The announcement follows a year punctuated by major product launches and enhancements as the growing firm continues to lead the appraisal industry in innovation.

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has announced the appointment of Bill Lamison as Vice President, Underwriter. He will join the company's established business banking team and will be responsible for structuring, analyzing and underwriting commercial credit for new clients as well as managing an existing portfolio of customers.

NEW YORK, N.Y., Jan. 7, 2019 (SEND2PRESS NEWSWIRE) -- The Members of Klingenstein Fields Wealth Advisors (KFWA) mourn the passing of Fred Klingenstein, a founding member of the firm and Chairman Emeritus. Together with his brother, John Klingenstein, and colleague, Kenneth H. Fields, Fred established the firm in 1989 to provide investment advice and guidance to high-net-worth individuals and families. Prior to KFWA, Fred was CEO of Wertheim & Company and Co-Chairman of Wertheim-Schroder & Company.

ZUG, Switzerland, Jan. 3, 2019 (SEND2PRESS NEWSWIRE) -- heymate, the portable deal-closing tool, which allows workers in the gig economy to create, negotiate and settle offer-for-work contracts in under 20 seconds on any non-transactional marketplace, proudly announced the appointment of a new board member and two strategic advisors.

RED DEER, Alberta and PRAIRIE VILLAGE, Kan., Dec. 5, 2018 (SEND2PRESS NEWSWIRE) -- Nations Valuation Services (NVS), the appraisal services division of the Nations Companies, today announced the integration of appraisal management software from Anow with NVS' proprietary management system, AppraisalTRAX.

IRVINE, Calif. /California Newswire/ -- Cloudvirga(TM), a leading provider of digital mortgage software, today announced that mortgage industry veteran James Vinci has been selected to fill the firm's newly created executive vice president of technology position. In this role, Vinci will execute Cloudvirga's technical vision, oversee initiatives to strengthen developer talent and collaborate across departments to scale technical initiatives to the company's explosive growth.

PHOENIX, Ariz., Nov. 15, 2018 (SEND2PRESS NEWSWIRE) -- RestaurantOwner.com has released the report of their 2018 Cost to Open a Restaurant Survey. The report summarizes input gathered from over 350 independent restaurant owners and operators regarding their startup costs as well as their financial performance.

IRVINE, Calif. /California Newswire/ -- Cloudvirga, a leading provider of digital mortgage software, today announced the appointment of Jesse Decker to the role of chief customer success officer. Decker will lead the company's customer success division and work collaboratively with its product development and marketing teams to help leading mortgage lenders leverage the full potential of Cloudvirga's revolutionary point-of-sale (POS) products.

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it is incorporating the company's patent-pending geocoding technology into its Bid Auction Manager(TM) (BAM) whole loan trading platform in order to shield borrower addresses from being shared with non-buying entities throughout the whole loan bidding process.

MACON, Ga., Nov. 2, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware, the leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced today that it has been named to MReport's inaugural list of the Top 25 Companies to Work For in mortgage and housing.

ANAHEIM, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that QRL Financial Services (QRL), a nationwide provider of residential mortgage lending services for community banks and credit unions, has leveraged its eVault technology to purchase eNotes. The announcement was made during the 24th Annual CUNA Lending Council Conference.

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced the upcoming launch of MSRlive!, a powerful web-based platform designed to effectively support lenders' efforts to build, maintain and optimize their servicing portfolios.

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam, leader in online notarization and the original provider of mortgage eClosing solutions, today announced that the company has hired digital mortgage specialist Kelly Purcell as Executive Vice President of Marketing and Business Development.

SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, Calif., announced the promotions of Margaret Rheinwald to Senior Vice President, Controller and Sharokin Badal to Senior Vice President, Treasury Services. The promotions reflect their years of service with the bank and their meaningful contributions to support the company's ongoing growth and expansion.

IRVINE, Calif. /California Newswire/ -- Cloudvirga, a leading provider of digital mortgage software, announced that it has been selected to demo its recently launched Mobile POS at the Mortgage Bankers Association's Annual Conference & Expo 2018, taking place October 14-17 at the Walter E. Washington Convention Center in downtown Washington, D.C.

DENVER, Colo., Sept. 17, 2018 (SEND2PRESS NEWSWIRE) -- Digital mortgage leader Maxwell today announced the release of Maxwell ApplyID, its next generation mortgage loan application and data enrichment API. The new release will enable clients - from brokers to national mortgage lenders - to pre-populate loan application data and develop new customer intelligence capabilities.

SYRACUSE, N.Y., Sept. 17, 2018 (SEND2PRESS NEWSWIRE) -- Cold Chain Capital LLC ("Cold Chain Capital"), a Fayetteville, N.Y.-based private equity firm, announced its launch today. The company focuses on the heating, ventilation, air conditioning and refrigeration industry ("HVACR").

SAN DIEGO, Calif., Sept. 11, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that the San Diego Business Journal (SDBJ) named its employee Natalie Arshakian to the 2018 'Next Top Business Leaders Under 40' list. The award program recognizes dynamic, young business leaders and role models who have significantly contributed to San Diego's business climate and the community.

SUGAR LAND, Texas, Sept. 10, 2018 (SEND2PRESS NEWSWIRE) -- MorVest Capital, an industry leader in liquidity and balance sheet advisory services, is the exclusive agent for a $1.8 billion GNMA bulk mortgage servicing portfolio. The seller is an independent mortgage banker providing full reps and warrants. Portfolio characteristics include a 3.45 percent weighted average interest rate,

ATLANTA, Ga., Sept. 7, 2018 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) today announced the appointment of Lesley Posey to the position of benefits consultant. In this role, Posey will provide pension and retiree medical plan sponsors with a full array of actuarial and strategic advisory services, including administration services for defined benefit plans.

NEW YORK, N.Y., Aug. 21, 2018 (SEND2PRESS NEWSWIRE) -- The members and employees of Klingenstein Fields Wealth Advisors are deeply saddened by the passing of John Klingenstein, one of our founding members and a Principal of the firm.

SAN DIEGO, Calif., Aug. 17, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Rhonda Beck, CMB, has been designated to Mortgage Professional America (MPA) magazine's list of Elite Women in Mortgage for 2018.

COLUMBIA, Md., Aug. 8, 2018 (SEND2PRESS NEWSWIRE) -- Intelligent Fiscal Optimal Solutions (iFOS) received a blanket purchase agreement (BPA) to provide Financial Review Management and Resolution Professional Services to the U.S. Agency for International Development (USAID) Agency.

SAN ANTONIO, Texas, Aug. 7, 2018 (SEND2PRESS NEWSWIRE) -- For the second consecutive year, Express Information Systems, a leading provider of business software and consulting for growing businesses in Texas and beyond, has been included in the Accounting Today VAR 100.

IRVINE, Calif., July 26, 2018 (SEND2PRESS NEWSWIRE) -- Cloudvirga, a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform, today announced that senior vice president of product management Josephine Yen has been named one of Mortgage Professional America magazine's 2018 Elite Women in Mortgage.

MACON, Ga., July 26, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced that company CEO and Founder Lori Brewer has been named to Mortgage Professional America (MPA) magazine's list of 2018 Elite Women in Mortgage.

DENVER, Colo., July 19, 2018 (SEND2PRESS NEWSWIRE) -- Digital mortgage software provider, Maxwell, today announced a new partnership with HomeServices Lending of Des Moines, Iowa. With this strategic partnership, HomeServices Lending reaffirmed their commitment to meet the evolving needs of homebuyers.

LOS ANGELES, Calif., July 17, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Quality Management and Research, LLC (MQMR), a leader in mortgage risk management and compliance services, recently completed a volunteer day at Camp Impact as part of its on-going corporate commitment to community service. Camp Impact offers free summer camps to homeless and underprivileged youth in the Arlington and Grand Prairie, Texas, communities.

SAN ANTONIO, Texas, July 17, 2018 (SEND2PRESS NEWSWIRE) -- Express Information Systems, a leading provider of business software and consulting for growing businesses in Texas and beyond, has announced its inclusion on Bob Scott's Top 100 VARs 2018 published by Progressive Media Group.

SUGAR LAND, Texas, July 16, 2018 (SEND2PRESS NEWSWIRE) -- David Fleig, CEO of MorVest Capital, LLC, a financial services advisory firm specializing in mortgage banking liquidity and capital solutions, today announced its addition of Executive Vice President Ruth Lee.

AUSTIN, Texas, June 25, 2018 (SEND2PRESS NEWSWIRE) -- Lykken on Lending, the mortgage industry podcast created by mortgage lenders for mortgage lenders, is pleased to announce that its June 25 episode welcomes Shelley Leonard, EVP and Chief Product Officer for Black Knight, Inc. (NYSE:BKI).