Tag: finance
ARMCO Completes Fast Track 45-Day Implementation Delivering on Bay Equity’s QC Update Deadline
POMPANO BEACH, Fla., Oct. 24, 2019 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, has announced that it has implemented ACES Audit Technology(TM) for Bay Equity Home Loans, well within the lender's 45-day deadline for launching its new quality control (QC) operations.
MCT Launches InvestorMatic to Elevate the Whole Loan Trading Experience Between Lenders and Investors
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has officially introduced a unique program called InvestorMatic in the lead up to the MBA Annual Convention & Expo in Austin, Texas.
Industry Veteran Chris Olsen Joins OpenClose as Vice President of Sales Engineering
WEST PALM BEACH, Fla., Oct. 23, 2019 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that it added technology veteran Chris Olsen to help further expand its sales department. Chris holds the newly created position of vice president of sales engineering.
LBA Ware’s CompenSafe™ Enhances the Loan Originator Experience at Guaranteed Rate
MACON, Ga., Oct. 23, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced that Guaranteed Rate Companies has improved internal processes and enhanced the loan originator (LO) experience with the implementation of CompenSafe.
SimpleNexus Integrates with Reggora, Enabling Loan Originators to View and Manage Appraisals on the Go
LEHI, Utah, Oct. 23, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced it has partnered with Reggora, the leading automated appraisal technology for mortgage lenders and appraisers in delivering a range of origination solutions for the mortgage industry.
Bank of Southern California, N.A. (BCAL) and CalWest Bancorp to Merge
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL) and CalWest Bancorp (OTCBB: CALW), today announced the signing of a definitive agreement and plan of merger (the "Agreement") whereby CalWest Bank will merge with and into Bank of Southern California. The merger is subject to customary closing conditions, including the receipt of all regulatory approvals and the approval of the shareholders of CALW and BCAL.
STRATMOR Group’s 2019 Technology Insight Study Scores MCT Highest for Overall Satisfaction, Lender Loyalty, and Lender Share
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that the study results from STRATMOR Group's 2019 Technology Insight Study show MCT as the industry leader in lender share, overall satisfaction, and Lender Loyalty Score(r) in the Production Pipeline Hedging category.
New DocMagic Mobile App Leverages Backend Technology to Fill Critical Gap in Digital Lending Workflow
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced the launch of its new LoanMagic mobile application. LoanMagic, which is provided free to all DocMagic customers, leverages a powerful backend platform that provides full interoperability with DocMagic solutions, as well as other third-party mortgage software.
Bank of Southern California (BCAL) Names Jacob Mathews Managing Director of Business Banking
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, is pleased to announce that Jacob Mathews has joined the company as Managing Director of Business Banking. He will be responsible for expanding Bank of Southern California's client base by actively seeking new business opportunities in Los Angeles County and Orange County.
The Nation’s 34th Largest Retail Insurance Broker Prime Risk Partners Joins EPIC
ATLANTA, Ga. and SAN FRANCISCO, Calif., Oct. 15, 2019 (SEND2PRESS NEWSWIRE) -- Prime Risk Partners Inc. and EPIC Insurance Brokers & Consultants, announced today that they have entered into an agreement to join forces. EPIC, founded in 2007, has grown to become one of the 15 largest U.S. retail insurance brokers and the nation's 9th largest privately-held insurance brokerage.
EPIC’s Kamran Khaliq Recognized as 2019 ‘Young Gun’ by Insurance Business America
NEW YORK, N.Y. and SAN FRANCISCO, Calif., Oct. 14, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Kamran Khaliq, Vice President, Private Equity and M&A, has been named a 2019 Insurance Industry "Young Gun" by Insurance Business America (IBA).
AutoAwards Shares Tips to Boost F&I Sales Through An Auto Dealership Maintenance Program (PPM)
ODESSA, Del., Oct. 10, 2019 (SEND2PRESS NEWSWIRE) -- AutoAwards, a leader in loyalty marketing for auto dealerships, realizes sales are extremely competitive and difficult at times. Starting a rewards program can help auto dealerships overcome weak sales. AutoAwards has proven solutions to help dealerships increase sales performance across all departments.
SimpleNexus Recognized as Fastest Growing Utah Company by Utah Business Fast 50 and Utah Valley UV50 Lists
LEHI, Utah, Oct. 9, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced it has been ranked among the fastest-growing companies in the state by both Utah Business and Utah Valley BusinessQ magazines. SimpleNexus was named a top Emerging Company on Utah Business Magazine's Fast 50 list and was honored by Utah BusinessQ as a UV50 winner.
MQMR: Fannie Mae Selling Guide Updates Compel Lenders to Conduct Independent Audit Reviews of QC Process Before Year’s End
LOS ANGELES, Calif. /California Newswire/ -- Mortgage Quality Management and Research, LLC (MQMR) President Michael Steer reminded lenders to conduct an independent audit review of their quality control (QC) process immediately in deference to updates to "Subpart D1, Lender QC Process" of the Fannie Mae Selling Guide.
After, Inc. Publishes Latest Research on California Consumer Protection Act (CCPA) – Effective Jan. 1, 2020 – and Its Implications for...
NORWALK, Conn., Oct. 8, 2019 (SEND2PRESS NEWSWIRE) -- After, Inc., a pioneer in the Warranty Services industry, has delivered innovative warranty marketing, analytics and program management services to top-tier manufacturers since 2005. As an industry leader, After, Inc. stays on top of regulations that may affect its manufacturing clients. The California Consumer Protection Act (CCPA) is one of these.
EPIC’s Marine Insurance Operations Bolstered with Addition of Ivon Friedman in San Francisco
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants (EPIC) announced today that Ivon Friedman has joined the firm's Marine Practice in San Francisco. Friedman will report to EPIC's Risk Management - National Property and Marine Practice Leader, Michael Korn.
KBKG Tax Specialty Firm Welcomes Alex Martin to Lead its New Transfer Pricing Practice for Cross-border Businesses
PASADENA, Calif. /California Newswire/ -- Nationwide tax specialty firm KBKG announced the hiring of Alex Martin as Principal and leader of the firm's new Transfer Pricing practice. Alex comes with over 22 years of full-time, international transfer pricing experience working in Washington, D.C.; Melbourne, Australia; and Detroit, Michigan where he resides currently.
Blockchain for Good Conference in San Francisco: Polyient Labs is Co-sponsoring Event Focused on Helping Nonprofits
SAN FRANCISCO, Calif. /California Newswire/ -- Phoenix-based Polyient Labs, an early-stage, blockchain-startup incubator, is co-sponsoring Blockchain for Good, October 25 -27, 2019 in San Francisco. The agenda includes keynote speakers and workshops where participants can pitch ideas.
Capsilon Wins #NEXTSUMMER19’s Best in Show Award
EDMOND, Okla., Oct. 2, 2019 (SEND2PRESS NEWSWIRE) -- NEXT Mortgage Events LLC, creator of events for women mortgage executives, has announced that Capsilon, a provider of mortgage automation software, has been voted Best in Show for its presentation of Capsilon Digital Underwriter at the technology showcase at #NEXTSUMMER19, the women's executive mortgage summit that took place on Aug. 18-19, 2019.
ARMCO Names Trevor Gauthier Chief Executive Officer
POMPANO BEACH, Fla., Oct. 1, 2019 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, today announced that Trevor Gauthier has been appointed as CEO and board member of ARMCO. Avi Naider, who led ARMCO for the past 10 years as CEO, will transition to the board of directors.
KROST CPAs Partners with Executive Chef Phil Kastel who will serve as the firm’s Restaurant and Culinary Consultant
PASADENA, Calif. /California Newswire/ -- Los Angeles-based tax and accounting firm, KROST, recently brought on restaurant industry titan Chef Phil Kastel (co-creator of nationally recognized Public School gastropubs) who will serve as the firm's Restaurant and Culinary Consultant. Established in 1939, KROST has a long history in the restaurant space.
EnergyCAP, Inc. Breaks Ground for New Corporate Headquarters
STATE COLLEGE, Pa., Sept. 26, 2019 (SEND2PRESS NEWSWIRE) -- EnergyCAP, Inc. (ECI) is pleased to announce that it has begun construction of its new corporate headquarters to support the company's sustained growth. Founded as a technology start-up in 2002, ECI has grown to 65 employees. The new 20,000-square-foot single tenant facility will support another 50% growth over the next ten years.
Mode Health and On Target Living Announce Strategic Partnership to Expand Health Resources and Benefits For Small Businesses
EAST LANSING, Mich., Sept. 26, 2019 (SEND2PRESS NEWSWIRE) -- Mode Health, the employee benefits agency for modern small businesses, today announced a strategic partnership with On Target Living, a health and performance company located in East Lansing, Michigan.
Goodbye checks and wires: Ablii by nanopay now offers payments to businesses in the U.S. and Canada
TORONTO, Ontario, Sept. 23, 2019 (SEND2PRESS NEWSWIRE) -- Ablii by nanopay, a self-service online payments platform for businesses, is proud to announce its expansion into the U.S. market. Now businesses can send domestic payments in the U.S. and Canada, and cross-border payments between the two countries.
Mark Ladd Named 2019 PRIA Carl R. Ernst Founders Award Winner
PROVO, Utah, Sept. 23, 2019 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced that its Vice President of Regulatory and Legal Affairs Mark Ladd was named the 2019 Carl R. Ernst Founders Award winner by Property Records Industry Association (PRIA).
LBA Ware to Debut LimeGear Live from the Digital Mortgage Conference Main Stage
MACON, Ga., Sept. 23, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and performance management software and solutions for the mortgage industry, will debut LimeGear, a turnkey business intelligence (BI) platform at Source Media's Digital Mortgage Conference on Tuesday, September 24, live from the event's main stage during demo session #4, which begins at 8:55 a.m.
SimpleNexus Debuts Mortgage Disclosures Auto-Fulfillment Service at Digital Mortgage Conference
LEHI, Utah, Sept. 23, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, debuted its integrated auto-fulfillment service for mortgage disclosures at Source Media's Digital Mortgage conference in Las Vegas.
National Mortgage Professional Magazine Honors OpenClose CRO Vince Furey with 2019 Most Connected Mortgage Professionals Award
WEST PALM BEACH, Fla., Sept. 20, 2019 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced its chief revenue officer (CRO), Vince Furey, has been awarded National Mortgage Professional (NMP) magazine's Most Connected Mortgage Professionals' distinction for 2019.
Bank Execs Share the Next Generation Customer Experience at #NEXTDC19
EDMOND, Okla., Sept. 20, 2019 (SEND2PRESS NEWSWIRE) -- NEXT Mortgage Events LLC, creator of NEXT women's executive mortgage summit and Housing Finance Strategies, a Washington, D.C.-based advisory firm, have announced that executives from Roostify, Chase Home Lending and TD Bank, America's Most Convenient Bank, will be featured speakers at #NEXTDC19, the women's executive summit focused on housing policy and fintech.
Digital Mortgage Platform Maxwell Announces Strategic Partnership and Bi-directional Integration with Integra’s EPIC Loan Origination System
DENVER, Colo., Sept. 19, 2019 (SEND2PRESS NEWSWIRE) -- Digital mortgage platform provider Maxwell announced their strategic partnership with Integra to offer seamless, bi-directional integration with Integra's EPIC Loan Origination System.
New MCTlive! Mobile App Puts Secondary Marketing at Mortgage Lenders’ Fingertips
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, debuted a new MCTlive! mobile application at its MCT Exchange client conference last Friday. The app enables secondary marketing managers to review reporting, manage loan pipelines, and conduct whole loan trading from the convenience of their mobile phone.
Elizabeth Karwowski, CEO, Get Credit Healthy, Selected Woman With Vision Award Winner
SUNRISE, Fla., Sept. 18, 2019 (SEND2PRESS NEWSWIRE) -- Fin-tech company, Get Credit Healthy, Inc., (a subsidiary of Beta Music Group Inc. OTC PINK: BEMG) announces CEO Elizabeth Karwowski, has been selected as a winner of the Women With Vision Award, to be presented live, during the Vision Summit on September 25 in Tampa, Florida.
Gary W. Hansen Earns Retirement Income Certified Professional (RICP) Designation
LOVELAND, Colo., Sept. 18, 2019 (SEND2PRESS NEWSWIRE) -- Gary W. Hansen, President, Retirement Planning Center of the Rockies, LLC, has earned the Retirement Income Certified Professional(R) (RICP(R)) designation from The American College of Financial Services.
Beyond AUM Co-Founder Nima Tolooi Named One of Crain’s 2019 Notable Entrepreneurs
CHICAGO, Ill., Sept. 17, 2019 (SEND2PRESS NEWSWIRE) -- Nima Tolooi, co-founder of Beyond AUM, has been named one of Crain's Chicago Business's 2019 Notable Entrepreneurs. Crain's list of Notable Entrepreneurs features 44 businesspeople who have identified needs and untapped opportunities in the market; organized and run companies; and taken on greater-than-normal financial risk to achieve success
Greyling – a Division of EPIC adds Lionel Bejean in Georgia
SAN FRANCISCO, Calif. and ALPHARETTA, Ga., Sept. 17, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Lionel Bejean has joined the firm's Greyling Division, based in Alpharetta, Georgia, as Senior Vice President.
ARMCO QC Trends Report: Loan Quality Corrects with Market’s Upturn
POMPANO BEACH, Fla., Sept. 16, 2019 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, announced the release of the quarterly ARMCO Mortgage QC Trends Report. The latest report covers first quarter (Q1) 2019 and provides loan quality findings for mortgages reviewed by ACES Audit Technology(TM).
After, Inc. to Sponsor and Speak at 10th Annual Extended Warranty and Service Contract Innovations Conference in Nashville
NORWALK, Conn., Sept. 12, 2019 (SEND2PRESS NEWSWIRE) -- After, Inc., a leader Warranty Analytics Solutions since 2005, will sponsor the Extended Warranty and Service Contract Innovations Conference in Nashville, TN on September 18-20, 2019. The company also announced today that it will join a panel discussing how to "Tailor Your Message to Different Market Segments," alongside industry giants like General Motors and Electrolux.
ARMCO Expands Client Base by Adding KWIK Mortgage, The KLR Group and Several Top 25 Mortgage Lenders
POMPANO BEACH, Fla., Sept. 11, 2019 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, has announced that it has achieved significant growth during the first two quarters of 2019, the result of acquiring new clients, including KWIK Mortgage, The KLR Group and several top 25 mortgage lenders.
Aclaro Announces New Board Member and the Release of Aclaro EcoSystem 3.0
CHICAGO, Ill., Sept. 10, 2019 (SEND2PRESS NEWSWIRE) -- Aclaro Inc., the game-changing Artificial Intelligence software company that provides disruptive technologies to the automotive, financial, and government sectors, announces a new Board Member and the release of Aclaro EcoSystem 3.0 (ES 3.0). With these announcements, Aclaro continues rapid advancement toward its overarching mission of helping lenders, dealers and consumers develop and nurture longer mutually beneficial relationships.
EPIC Launches New Employee Benefits Consulting Labor Practice Led by Kimberly Cicero in DC
SAN FRANCISCO, Calif. and DULUTH, Ga., Sept. 10, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kimberly Cicero has joined the firm as SVP, Labor Practice Leader.
Associated Colleges of Illinois’ Colleges and Universities Contribute More than $3.5 Billion to Illinois Economy, Updated Figures Show
CHICAGO, Ill., Aug. 29, 2019 (SEND2PRESS NEWSWIRE) -- Associated Colleges of Illinois' (ACI) 26 member colleges and universities contributed an economic value of more than $3.5 billion to the Illinois economy, according to updated, publicly available information compiled by ACI. In addition, the member schools employed more than 34,000 people, enrolled nearly 70,000 students and provided $900 million in financial aid.
NEXT Raises over $3,200 in Less than One Hour for Girls Inc. of Chicago
CHICAGO, Ill., Aug. 29, 2019 (SEND2PRESS NEWSWIRE) -- NEXT Mortgage Events LLC, creator of NEXT women's executive mortgage summit, has announced that it raised over $3,200 in personal donations for Girls Inc. of Chicago at the #NEXTSUMMER19 charity cocktail party raffle, held Aug. 26 from 5 p.m. to 6 p.m. at The Gwen Hotel in Chicago.
Paragon Insurance Holdings Launches Nationwide Workers’ Compensation Insurance Program
SAN DIEGO, Calif. /California Newswire/ -- Paragon Insurance Holdings LLC ("Paragon"), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced the addition of a new nationwide Workers' Compensation Insurance Program.
Louisiana Appleseed to Host Community Forum in Lake Charles to Address Household Debt
NEW ORLEANS, La., Aug. 23, 2019 (SEND2PRESS NEWSWIRE) -- In June, Louisiana Appleseed released its report, "A Vicious Cycle: How Predatory Lending and Court Fines & Fees Continue to Trap Communities of Color in Debt," which discusses its findings on financial stability in low-income and communities of color. As a part of a statewide tour to inform communities of these issues, Louisiana Appleseed has spread this information in Lafayette and Shreveport and is now taking these findings to Lake Charles.
Anow Debuts Inaugural User Conference September 30 in Conjunction with Valuation Expo
RED DEER, Alberta, Aug. 22, 2019 (SEND2PRESS NEWSWIRE) -- Anow, developer of appraisal firm management software that simplifies the way real estate appraisers manage their businesses, will hold its inaugural user conference September 30 on day one of Valuation Expo, the nation's largest appraiser conference. Held at the historic Flamingo Las Vegas Hotel & Casino, Anow's inaugural user conference will offer attendees three hours of programming, demonstrations of ground-breaking appraisal office management technology, expert thought leadership and peer networking opportunities.
Vice Capital Markets: Favorable Market Conditions Provide Impetus for Mortgage Lenders to Explore Custom Ginnie Mae Pools
NOVI, Mich., Aug. 22, 2019 (SEND2PRESS NEWSWIRE) -- Vice Capital Markets President Troy Baars today urged lenders to explore custom Ginnie Mae pools as part of their overall execution strategy in light of recent increases in Ginnie Mae security volume, along with renewed investor interest in custom pools.
New Tools from SimpleNexus Help Mortgage Lenders Build Stronger Relationships with Borrowers’ Real Estate Agents
LEHI, Utah, Aug. 22, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan originators and borrowers, today announced the availability of a suite of tools designed to help originators build stronger relationships with their borrowers' real estate agents and convert more prospects into mutual customers.
Westerly Becomes First Municipality in Rhode Island to Adopt E-recording
PROVO, Utah, Aug. 22, 2019 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that the Town of Westerly has joined Simplifile's e-recording network following the July 1 passage of a law authorizing e-recording statewide in Rhode Island.
The Mortgage Collaborative Adds Two New Board Members, Enjoys Record Attendance at Summer 2019 Conference
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the mortgage industry's only independent cooperative, today announced the addition of Kate deKay and Allison Johnston to their prestigious board of directors. Johnston and deKay were voted in Sunday, August 18, 2019, during the Lender Co-op board meeting, which took place in Nashville, Tennessee during TMC's summer conference.
JenCap Holdings LLC to Acquire Aran Insurance Services Group, a Specialty Insurance Business
NEW YORK, N.Y., Aug. 21, 2019 (SEND2PRESS NEWSWIRE) -- JenCap Holdings (JenCap), a specialty insurance business, announced today that it has agreed to acquire privately-held Aran Insurance Services Group (Aran), a specialty program administrator with offices in Arizona, Colorado, Massachusetts and New York. Founded in 2009, Aran has been led by Tim Kenny and John LaCava who have built one of the leading program administration insurance platforms in the country.



























