Tag: finance
SimpleNexus Unveils Sweeping Product Enhancements Aimed at Boosting Mortgage Lender Productivity
LEHI, Utah, Feb. 25, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced the immediate availability of new capabilities designed to enhance mortgage originator productivity.
Economic Growth and Public Policy Propel Homeownership Rates
WASHINGTON, D.C., Feb. 25, 2020 (SEND2PRESS NEWSWIRE) -- In the first of a three-part series on the impact of economic growth and public policy on homeownership rates, housing policy consultant Allen Jones, Managing Director, Housing Finance Strategies, provides commentary on the drivers of recent increases.
Mortgage Fintech Provider OpenClose Experiences Significant Growth and Continues Adding Award Winning Talent
WEST PALM BEACH, Fla., Feb. 21, 2020 (SEND2PRESS NEWSWIRE) -- OpenClose®, the leading mortgage fintech provider and multi-channel loan origination system (LOS), with nearly 20 years of successful implementations, announced that their newly tapped VP of Sales Engineering, Chris Olsen, was honored by National Mortgage Professional (NMP) magazine as one of the '40 Most Influential Mortgage Professionals Under 40.'
777 Partners Announces Acquisition of Uown Leasing
MIAMI, Fla., Feb. 21, 2020 (SEND2PRESS NEWSWIRE) -- 777 Partners, a Miami based investment firm, is pleased to announce the acquisition of Uown Leasing ("Uown"), from Shepard Capital Partners. Uown, a lease-to-own company based in Tampa, was founded in 2008.
After, Inc. to Share Predictive Analytics Insights at the 2020 Field Service Medical Conference
NORWALK, Conn., Feb. 20, 2020 (SEND2PRESS NEWSWIRE) -- After, Inc., the global leader in Warranty Analytics Solutions since 2005, announced today that it will be a major participant and sponsor at the Field Service Medical Conference in San Diego, California on February 24-26, 2020.
LBA Ware Taps Silicon Valley Talent Veronica Mahler to Roll Out LimeGear BI Platform
MACON, Ga., Feb. 19, 2020 (SEND2PRESS NEWSWIRE) -- LBA Ware™, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, has brought on Silicon Valley talent Veronica Mahler as business analyst. Mahler was hired to support the spring release of LBA Ware's turnkey business intelligence (BI) platform, LimeGear, by supporting post-implementation client experience in partnership with LBA Ware's client success team.
MPI REPORT: Wide Range of Private Market Fund Returns Could Explain Ivy Endowments’ Lackluster Fiscal 2019 Performance
SUMMIT, N.J. / LONDON / TOKYO, Feb. 19, 2020 (SEND2PRESS NEWSWIRE) -- Markov Processes International (MPI), a leading provider of investment research, analysis and reporting solutions for the global wealth and asset management industry, today announced the publication of its annual Ivy League endowment performance analysis for the latest fiscal year, "Measuring the Ivy 2019: Decoding the Performance Gap."
Fairport Wealth Announces 2020 Community Beacon Recipient
CLEVELAND, Ohio, Feb. 19, 2020 (SEND2PRESS NEWSWIRE) -- Fairport Wealth is pleased to announce its support of Shoes and Clothes for Kids (SC4K) as its 2020 Community Beacon recipient. For 50 years, SC4K has been removing barriers to school attendance by providing essential school supplies such as school shoes and uniforms for kids in need.
DocMagic Named a 2020 Top Mortgage Employer by NMP for the Fourth Straight Year
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that it has again been selected by National Mortgage Professional (NMP) magazine as a 'Top Mortgage Employer' for the fourth year in a row.
Silk Title Co. Focuses on Digital Mortgage Closing Experience, Triples Client Base, Achieves Single-Month Record in 2019
PROVIDENCE, R.I., Feb. 14, 2020 (SEND2PRESS NEWSWIRE) -- Silk Title Co., the leading provider of digitally-driven mortgage closing services, announced it achieved record growth in 2019, enabling the firm to deliver on its "service at scale" promise to its institutional bank and independent mortgage lender clients nationwide.
EPIC Adds Wesley Carson as Senior VP in Sacramento, Expanding Employee Benefits Team
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Wesley Carson has joined the firm as a Senior Vice President, Employee Benefits in their Sacramento, California office.
EPIC Adds Blake Chauvin as VP in Concord CA – Will Further Expand EPIC’s Risk Management Capabilities
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Blake Chauvin has joined the firm as a Producer in their Concord, California office.
Loan Officers Executing Automated Marketing Campaigns Close Twice the Deals, Earn Double the Revenue, Top of Mind Finds
ATLANTA, Ga., Feb. 4, 2020 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today released data revealing that loan officers (LOs) who utilize automated lead, prospect and nurture campaigns on average see double the number of closed loans and revenue production.
EPIC Continues Expansion of Employee Benefits Practice with a new Pharmacy Practice Leader
SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 3, 2020 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today they are continuing to expand their employee benefits resources with the addition of a new Pharmacy Practice Leader, Bob Eisendrath.
Allegent FCU steps up to the Reese’s Peanut Butter Cup Challenge, Cranberry Twp., Pennsylvania
WEXFORD, Pa., Jan. 31, 2020 (SEND2PRESS NEWSWIRE) -- Capturing the buzz of a current Hershey's Reese's Peanut Butter commercial spot - Allegent FCU actually sells Reese's Peanut Butter Cups at a financial institution! The Hershey Company's branded Reese's spot teased the Federal Credit Union into accepting the challenge and partnering with Reese's in fulfilling the commercial spot's thought: that Reese's are "sold literally everywhere business is done, I'm pretty sure you could buy them at a bank."
Bank of Southern California N.A. Announces Q4 and Year End 2019 Results
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL) today reported results for the fourth quarter ended December 31, 2019. Total assets ended the year at $830 million at December 31, 2019, an increase of 8.1% compared to December 2018. Total loans increased 6.6% to $677 million and total deposits increased 7.0% to $672 million compared to the prior year as well.
Velocity Credit Union commits to downtown Austin with construction of its new branch
AUSTIN, Texas, Jan. 29, 2020 (SEND2PRESS NEWSWIRE) -- Velocity Credit Union, a fixture of the Austin financial scene since 1947, has begun site preparation for its new branch office in downtown Austin. To be located on the southeast corner of 12th and Sabine Streets, the new facility is being built immediately across Sabine Street and just to the east of Velocity's current downtown location (610 E. 11th Street).
EPIC Launches National Farm and Ranch Practice
INDIANAPOLIS, Ind. and OCALA, Fla., Jan. 29, 2020 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today they are expanding their insurance offering in the Farm & Ranch Insurance market with the practice being led by Chris Moore (President, EPIC Farm & Ranch).
Top of Mind Co-founder Sherwood Lawrence Steps into Dual Role as Chief Marketing Officer and Chief Creative Officer
ATLANTA, Ga., Jan. 29, 2020 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced Sherwood Lawrence will take on the role of chief marketing officer in addition to his current position as chief creative officer.
Don Baham invited to join Nashville Business Journal Leadership Trust
NASHVILLE, Tenn., Jan. 28, 2020 (SEND2PRESS NEWSWIRE) -- Don Baham, President of Kraft Technology Group, LLC (KTG), has been invited to join Nashville Business Journal Leadership Trust, an exclusive community for influential business leaders, executives and entrepreneurs in Middle Tennessee.
KROST CPAs Kicks Off 2020 by Announcing Merger with BPE&H an Accountancy Corporation
PASADENA, Calif. /California Newswire/ -- KROST CPAs and Consultants, a firm based out of Los Angeles, has merged in BPE&H out of Woodland Hills effective January 1, 2020. Seven principals will join the leadership team at KROST, including Scott Eisner, Martin Belak-Berger, Bob Price, Phil D'Amico, Scott Gilmore; and founding BPE&H principals Jerry Block and Jane Plant.
LBA Ware Onboards Chris Gassel as Strategic Sales Specialist to Support Release of LimeGear Business Intelligence Platform
MACON, Ga., Jan. 24, 2020 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, has appointed Chris Gassel as strategic sales specialist. Gassel was brought on board to support the release of LBA Ware's highly anticipated, turnkey business intelligence (BI) platform, LimeGear.
Kaplan Partners Announces Nicholas DeMedio as Principal
WYNNEWOOD, Pa., Jan. 23, 2020 (SEND2PRESS NEWSWIRE) -- Kaplan Partners, a leading boutique executive search and talent advisory firm, today announced Nicholas DeMedio ("Nick") has joined the firm as a Principal. With more than 20 years of Executive Search, Talent Management and Human Resources experience, Nick comes from a regional Human Resources consulting firm where he oversaw the financial services executive search practice.
Scott Morrison, one of the founders of After, Inc., returns to company after sale to EPIC Holdings
NORWALK, Conn., Jan. 22, 2020 (SEND2PRESS NEWSWIRE) -- After, Inc., the global leader in Warranty Marketing and Analytics Solutions since 2005, has just announced the return of Scott Morrison, an original founder, to lead new business development and strategic innovation for the company.
EPIC Welcomes Kevin Melvin as Director of the firm’s Southeast Charter School Practice
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kevin Melvin has joined the firm as Director of the firm's Southeast Charter School Practice.
Best Financial Life Launches Deliberate Money Moves Podcast with Six Episodes Focusing on Topics That Build a Foundation on Eliminating Financial...
DANVILLE, Calif. /California Newswire/ -- Greater East Bay financial planning firm Best Financial Life announces the launch of the Deliberate Money Moves podcast. Deliberate Money Moves was developed as a new avenue to educate clients and prospects on a wide variety of money and financial wellness topics so they can discover how to make better, more beneficial decisions when it comes to their financial landscape.
CardTapp and Top of Mind Offer Combined Solution Aimed at Improving Loan Officer Productivity and Lead Response Time
ATLANTA, Ga., Jan. 21, 2020 (SEND2PRESS NEWSWIRE) -- CardTapp, your always-on digital assistant, today announced an integration with Surefire by Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry. The integration brings together Surefire's new Power Calls capability with CardTapp's digital assistant solution to increase loan officer productivity and enable speedier borrower outreach.
Top of Mind Elevates Jonas Kruckeberg to Executive Vice President of Strategic Partnerships and Industry Relationships
ATLANTA, Ga., Jan. 16, 2020 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced it has elevated Jonas Kruckeberg to executive vice president of strategic partnerships and industry relationships.
LBA Ware Releases 2019 LO Compensation Report
MACON, Ga., Jan. 16, 2020 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today released summary statistics on the state of mortgage industry compensation in 2019. The firm's analysis of year-over-year data from its CompenSafe ICM platform reveals compelling trends about how mortgage lenders nationwide are managing commissions for loan originators (LOs).
Papa and Priority Health Announce Strategic Partnership Launch to Offer Senior Citizens More Freedom to Age in Place
MIAMI, Fla., Jan. 16, 2020 (SEND2PRESS NEWSWIRE) -- Papa Inc., a nationwide provider for seniors and caregivers announced today its newest partnership with Priority Health. Papa will provide "Grandkids On-Demand" for Priority Health's PriorityMedicare Edge and PriorityMedicare Ideal Medicare Advantage plan members.
SimpleNexus Invests in Client Success with the Addition of Five Senior Leadership Positions
LEHI, Utah, Jan. 9, 2020 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced it has filled roles in five senior leadership positions to support customer success and scale the company's internal and external growth.
The Mortgage Collaborative Partners with Mortgage Guaranty Insurance Company (MGIC)
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative (TMC), the mortgage industry's only independent cooperative, is pleased to announce it has signed an agreement with Mortgage Guaranty Insurance Company (MGIC) to be the newest addition to join its Preferred Partner Network.
NotaryCam CEO Rick Triola Praises Florida for Continuing Remote Online Notarization Legalization and Advancement
NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam Founder and CEO Rick Triola today applauded the Florida legislature for passing HB 409, which went into effect on January 1, 2020. The bill authorizes online notarizations and specifies requirements and standards for performance of such online notarizations.
Top of Mind Expands Mortgage Compliance Solutions with CCPA Readiness Ahead of January 1 Deadline
ATLANTA, Ga., Dec. 30, 2019 (SEND2PRESS NEWSWIRE) -- Top of Mind Networks, a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced that its Surefire CRM is ready to help mortgage lenders meet their obligations under the California Consumer Privacy Act (CCPA).
HexGn Study: Startup Investors Shun Asia in 2019 and Flock to Americas and Europe
NEW YORK, N.Y., Dec. 27, 2019 (SEND2PRESS NEWSWIRE) -- HexGn released a study of the funding trends in the global startup ecosystem in 2019; the team analyzed over 60,000 deals and one million data points for the report.
NotaryCam Approved to Provide eNotary, RON Services for Michigan State’s Notaries
NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has been approved by the Michigan Department of State to provide both eNotary and remote online notarization (RON) services to the more than 113,000 notaries public registered in the state.
Latest ARMCO QC Trends Report Draws Correlation Between Lenders’ Profitability and Adaptability to Market
DENVER, Colo., Dec. 19, 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 second quarter (Q2) 2019 and provides loan quality findings for mortgages reviewed by ACES Audit Technology.
SimpleNexus User Group (SNUG) 2020 Agenda Announced
LEHI, Utah, Dec. 18, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced the agenda for SimpleNexus User Group (SNUG) 2020 conference being held February 9-12 at the Snowbird Ski Resort in Snowbird, Utah.
PROGRESS in Lending Association Honors OpenClose CEO/CTO Jason Regalbuto with 2019 Lending Luminary Award
WEST PALM BEACH, Fla., Dec. 18, 2019 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that Jason Regalbuto, the company's long-time CEO/CTO, was selected as a 2019 'Lending Luminary' by PROGRESS in Lending Association for his concerted work in leading the mortgage industry and his company to major success over the past 12 months.
LBA Ware Launches CompenSafe University to Help Lenders Achieve Their Compensation Plan Management Objectives
MACON, Ga., Dec. 17, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today announced the launch of CompenSafe University (CSU), a two-day training program designed to help lenders derive additional value from their investment in CompenSafe.
JLA Trust: Lifting People with Disabilities Out of Poverty, JLA Pooled Trust Hits $5M in Beneficiary Assets
LOS ANGELES, Calif. /California Newswire/ -- In recognition of the highly impactful, life-changing work provided to people with disabilities in the region, the Jewish Community Foundation of Los Angeles (The Foundation) has awarded Jewish Los Angeles Special Needs Trust & Services (JLA Trust) with a three-year, $250,000 Next Stage Grant.
Bank of Southern California, NA (OTC:BCAL) Completes Capital Offering and Plans to Form Holding Company
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS: BCAL), a community business bank headquartered in San Diego, announced today the successful completion of a capital raise of approximately $12 million through the issuance of common stock in a private placement to institutional and accredited individual investors at a price of $12.00 per share.
NEXT and Housing Finance Strategies Announce #NEXTDC20
EDMOND, Okla. and WASHINGTON, D.C., Dec. 13, 2019 (SEND2PRESS NEWSWIRE) -- Capitalizing on the success of their recent executive summit in Washington D.C., NEXT Mortgage Events and Housing Finance Strategies announced #NEXTDC20, their second annual event to be held shortly after the November 2020 election in Washington, D.C.
EPIC Adds Matthew Presutti as Managing Principal in their New York operations
SAN FRANCISCO, Calif., Dec. 12, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Matthew Presutti has joined their EPIC New York operations as managing principal on the employee benefits team.
Cosmetic Insurance Services (CIS) Now Offering Insurance to Cosmetic and Personal Care Products Containing CBDs
JERSEY CITY, N.J., Dec. 11, 2019 (SEND2PRESS NEWSWIRE) -- Cosmetic Insurance Services (CIS), a national multi-line Specialty Program Administrator and the nation's leading insurance provider to the Cosmetics and Personal Care industry, announced their ability to now offer insurance to those companies whose cosmetic and beauty products include CBDs (Cannabidiol) within their formulations
After, Inc. launches QuickReg 2.0 with additional benefits for Manufacturers and their Customers
NORWALK, Conn., Dec. 11, 2019 (SEND2PRESS NEWSWIRE) -- After, Inc., the global leader in Warranty Marketing and Analytics Solutions since 2005, just announced the launch of QuickReg 2.0, the next iteration of its smart registration solution. QuickReg, launched in March 2019, helps manufacturers drive higher registration rates by making product registration quick, easy and convenient for consumers through their preferred channel of choice
EPIC Adds Aaron Zetterower in Dallas, Texas
DALLAS, Texas, Dec. 9, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Aaron Zetterower has joined the firm as Principal of the firm's Southwest Risk Management Practice.
Juniper Labs Announces Open Data Set for Commercial Insurance Launch at Plug and Play Winter Summit
SUNNYVALE, Calif. /California Newswire/ -- Automated underwriting insurtech Juniper Labs today announced that it is launching the first ever open-sourced data set purpose built for commercial insurance. Juniper Labs plans to release over 40 million business records it acquired to train its underwriting models for anyone to use.
Aaron Schwen joins EPIC in Dallas
DALLAS, Texas, Dec. 9, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Aaron Schwen has joined the firm as Client Advocate of the firm's Southwest Risk Management Practice.
Raylene Chiarizzio has joined EPIC as Senior VP of the firm’s Southwest Risk Management Practice
LOS ANGELES, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants ("EPIC"), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Raylene Chiarizzio has joined the firm as Senior Vice President of the firm's Southwest Risk Management Practice.
