Home Tags Finance

Tag: finance

IDS Adds Pushback Notifications to LOS Interface with Byte Software

SALT LAKE CITY, Utah, June 20, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has added pushback notifications to its existing interface with BytePro Enterprise, the flagship loan origination software (LOS) platform from Byte Software. Through this enhancement, BytePro users will receive mortgage documents and fulfillment status notifications within the LOS platform.

Technologies Management, Inc. Adds Consulting Strength to its Telecom Planning and Cost Management

MAITLAND, Fla., June 13, 2017 (SEND2PRESS NEWSWIRE) -- Technologies Management, Inc. ("TMI") announced today the addition of Don Gale to its team of consultants. TMI, a leading provider of consulting services, project management, compliance reporting and information tools to over 200 communications companies, said that Mr. Gale's addition to their consulting team significantly enhances the firm's expertise in the areas of communications network design, implementation and cost optimization, allowing it to better serve its clients' needs in those critical areas of their operations.

Verify Smart Corp (VSMR) Signs Letter of Intent to Acquire Equity Stake, Exclusive International Reseller Rights in Med-Con Technologies

FERNLEY, Nev., June 8, 2017 (SEND2PRESS NEWSWIRE) -- Verify Smart Corporation (OTC:VSMR / OTCMKTS:VSMR) a Global innovator in financial fraud prevention and digital distribution solutions announced today that it has signed a Letter of Intent to acquire an equity stake and exclusive international reseller rights in Med-Con Technologies, LLC for cash and stock.

QuestSoft and OpenClose Announce June 21 Webinar on New CFPB HMDA Rules

WEST PALM BEACH, Fla. and LAGUNA HILLS, Calif., June 7, 2017 (SEND2PRESS NEWSWIRE) -- OpenClose, a multi-channel loan origination system (LOS) provider, and QuestSoft, a provider of automated mortgage compliance software, announced that they will host a joint webinar covering the new CFPB HMDA regulations, how they will impact organizations, and outline specific plans to make compliance with the new HMDA rules the most efficient and time-saving process in the mortgage industry.

QC REPORT: TRID and Loan Package Documentation Defects Comprise Over 68 Percent of Reported Defects

POMPANO BEACH, Fla., June 6, 2017 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced it has released the ARMCO Mortgage QC Industry Trends Report for the fourth quarter of 2016 and calendar year 2016.

International Document Services Builds Mortgage Doc Preview Feature for LendingQB Integration

SALT LAKE CITY, Utah, June 6, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has incorporated a new document preview feature into its integration with LendingQB's cloud-based loan origination solution (LOS). The feature allows LendingQB users to preview mortgage documents, such as the Loan Estimate or Closing Disclosure, before they are submitted to fulfillment.

Finance Industry Veteran Finn Klemann Joins Mortgage Tech Vendor, LBA Ware

MACON, Ga., June 1, 2017 (SEND2PRESS NEWSWIRE) -- LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced it has hired Finn Klemann as director of business development. In this role, Klemann will bring his more than 20 years of business development and sales experience in forging new relationships for LBA Ware in the financial services industry, with a specific focus on targeting growth in the mortgage industry.

To Help Settlement Agents and Recorders, Simplifile Adds 14 Counties in American Northeast to Its Network

PROVO, Utah, May 24, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, has added more than a dozen new recording jurisdictions in five states across the American Northeast to its e-recording network, the nation's largest.

In Texas, Jordan and Jordan Announces Separation from John Powter Insurance Agency

ADDISON, Texas, May 19, 2017 (SEND2PRESS NEWSWIRE) -- Linda Jordan ended her business partnership with Powter Insurance, and launched Product Liability Specialty, LLC doing business as Jordan and Jordan Insurance Group. This structural change will have little to no impact on daily business operations with the agency. Any correspondence and checks will continue to bear the Jordan & Jordan name, as they always have.

Arbor Day Foundation and Simplifile partner to Plant Trees for 2017 Earth Month

PROVO, Utah, May 8, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, has partnered with the Arbor Day Foundation to plant more than 2,300 trees in Goethe State Forest (Florida) in honor of Arbor Day 2017 and April's worldwide Earth Month celebration.

New Legislation Enables Massachusetts Jurisdictions to Electronically Record Land Court Documents

PROVO, Utah, April 27, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced that it is now electronically recording Land Court documents in the Commonwealth of Massachusetts for the first time.

Simplifile Adds Toni Carroll as National Settlement Account Manager

PROVO, Utah, April 26, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced it has hired title and settlement industry veteran Toni Carroll as national settlement account manager. In this position, Carroll will maintain and improve Simplifile's settlement software vendor relationships while supporting the sales effort to deliver Settlement Collaboration to the real estate industry.

ARMCO ACES Audit Technology Brings New Efficiency to The Barrent Group’s Mortgage Quality Assurance Offering

POMPANO BEACH, Fla., April 25, 2017 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced that its ACES (Automated Compliance and Evaluation System) Audit Technology has streamlined quality control (QC) loan reviews for The Barrent Group, a rapidly growing provider of outsourced loan quality assurance reviews and services. ARMCO's solution significantly reduces The Barrent Group's auditing times, reduces risk, ensures compliance and streamlines its mortgage quality control process for clients.

Simplifile VP Nancy Alley Honored as 2017 ‘Tech All-Star’ by Mortgage Bankers Association

PROVO, Utah, March 28, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced that Simplifile Vice President of Strategic Planning Nancy Alley was one of five mortgage technology innovators honored by the Mortgage Bankers Association (MBA) as a 2017 MBA Insights Tech All-Star.

Asset-Level Lease Accounting in 2017 Webinar to be Hosted by LeaseAccelerator

GREAT FALLS, Va., March 28, 2017 (SEND2PRESS NEWSWIRE) -- LeaseAccelerator announced today that it will be hosting an educational webinar on Asset-level lease accounting and its role in implementing ASC 842 and IFRS 16. The new lease accounting standards, introduced last year, will require companies to track real estate, equipment, and embedded leases as assets and liabilities on their balance sheets by end of 2018.

Tax Time Again, and Millions Could Miss Sizeable Deductions for Long-Term Care Insurance, ACSIA Partners Says

KIRKLAND, Wash., March 16, 2017 (SEND2PRESS NEWSWIRE) -- If you're considering long-term care insurance, or already have a policy, "Tax time is a good time to look for help from Uncle Sam," says Denise Gott, CEO of ACSIA Partners, one of the nation's largest long-term care insurance agencies. "And the help you get could be more than negligible."

Record Attendance Expected at 101st Annual Texas Mortgage Bankers Association Convention

AUSTIN, Texas, March 13, 2017 (SEND2PRESS NEWSWIRE) -- The Texas Mortgage Bankers Association (TMBA) announced today the location and dates of its 101st Annual Convention. This year's conference - "Defining Our Future" - will be held at the Hyatt Regency Hill Country Resort and Spa in San Antonio, Texas on May 21 - 23, 2017.

International Document Services (IDS) Achieves Sustained Mortgage Document Preparation Growth in 2016

SALT LAKE CITY, Utah, March 9, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has achieved another year of sustained growth, increasing its total document volume by 55 percent over 2015. IDS also experienced a 43 percent increase in initial disclosure volume and a 73 percent increase in the use of its E-Signature technology. The company also acquired eMortgage vendor Encomia in September.

LevelFunded Health Selected for Insurtech Program by Silicon Valley Venture Group, Plug and Play

BOCA RATON, Fla., March 8, 2017 (SEND2PRESS NEWSWIRE) -- LevelFunded Health is excited to announce that it was recently selected as one of the new top innovative insurance businesses by one of Silicon Valley's most active venture group, Plug and Play. The 12-week program connects promising start-ups, early and growth stage companies, to some of the world's largest insurance corporations.

Simplifile Announces Collaboration with Ellie Mae for Encompass Mortgage Management Solution

PROVO, Utah, Mar. 6, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced that its Collaboration and Post Closing services will be available this month through Ellie Mae's Encompass(r) all-in-one mortgage management solution.

ARMCO’s Mortgage QC Industry Trends Report for Q3/16 Reveals Both Increases and Decreases in Key Areas of Loan Defects

POMPANO BEACH, Fla., March 1, 2017 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced that it has released its ARMCO Mortgage QC Industry Trends report for the third quarter of 2016. Using the Fannie Mae loan defect taxonomy, the report analyzes post-closing quality control data from loan files and findings captured by the ACES Analytics benchmarking system. (Press Release.)

Two-Thirds of Large Companies Finding 2017 Lease Accounting Standards More Complex than Anticipated

GREAT FALLS, Va., Feb. 27, 2017 (SEND2PRESS NEWSWIRE) -- LeaseAccelerator, the leader in Enterprise Lease Accounting Software, announced the results of a Progress Report study gauging the readiness of large companies to support the new lease accounting standards (ASC 842) one year after their initial publication. The research study, conducted earlier this month, surveyed over 250 respondents in the accounting and finance functions at large public and private US-based corporations.

Global DMS Welcomes Industry Veteran Julie Bussey as a Director of National Accounts

LANSDALE, Pa., Feb. 23, 2017 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of cloud-based compliant valuation management software, announced that Julie Bussey has joined the company as national accounts director. In this businesses development position, she will play an instrumental role in introducing Global DMS' suite of automated valuation management technology solutions to the mortgage lending industry.

Philip Stevens joins Connecticut-based Optima Group Inc. as Director

FAIRFIELD, Conn., Feb. 23, 2017 (SEND2PRESS NEWSWIRE) -- Philip C. Stevens has joined Optima Group, Inc. as Director, with responsibility for helping the firm's clients achieve their goals through the development of business and marketing strategies as well as the deployment of communications initiatives. A seasoned executive from the financial services and insurance industries, Philip was most recently with Pappas MacDonnell, Inc., where he worked with a variety of clients in banking, investment management, insurance and business services.

ARMCO Named One of America’s ‘Top Mortgage Companies to Work For’ by NMP Magazine

POMPANO BEACH, Fla., Feb. 21, 2017 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced that it earned a spot on National Mortgage Professional magazine's (NMP) annual Top 100 Mortgage Employers list for 2017.

National Mortgage Professional Names Global DMS as a 2017 Top Mortgage Company to Work For

LANSDALE, Pa., Feb. 16, 2017 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of cloud-based compliant valuation management software, announced that it was named to National Mortgage Professional (NMP) magazine's annual "Top 100 Mortgage Employers" list for 2017.

ARMCO Adds New Capabilities to its ACES Audit Technology, will demo at MBA National Mortgage Servicing Conference

GRAPEVINE, Texas, Feb. 14, 2017 (SEND2PRESS NEWSWIRE) -- MBA National Mortgage Servicing Conference & Exposition - ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced at the MBA's annual servicing conference being held at the Gaylord Texan Hotel, that it has added to and enhanced business user-friendly configuration functionality to its award-winning ACES Audit Technology(TM) solution.

OpenClose and Global DMS Jointly Announce Integration of Their Platforms

LANSDALE, Pa. and WEST PALM BEACH, Fla., Feb. 7, 2017 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of cloud-based compliant valuation management solutions, and OpenClose, a comprehensive mortgage software solutions provider, jointly announced that they completed a seamless, bi-directional interface between Global DMS' eTrac Enterprise valuation management platform and OpenClose's LenderAssist(TM) loan origination system (LOS). The new integration eliminates manual touch points, reduces costs and ensures appraisal compliance.

Simplifile Clocks 11.9 Million E-recording Transactions in 2016, Sets Sights on Innovation in 2017

PROVO, Utah, Jan. 24, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced its strategic priorities for 2017 along with year-end data summarizing the organization's last 12 months of growth. Following steady adoption of its e-recording platform by county recording offices in 2016, Simplifile will focus in 2017 on expanding its network of settlement agent users and introducing enhancements to its online collaboration platform for settlement service providers.

The Pension Inspector Release 10 from AtPrime Media Services offers ERISA PLUS Feature

NEW YORK, N.Y., Jan. 19, 2017 (SEND2PRESS NEWSWIRE) -- Pension Inspector(R) one of the leading internet research data mining solutions from AtPrime Media Services, online since 2007, announces Pension Inspector Release 10.0, which ushers in a new dimension in ERISA* Retirement Plan Transparency with "ERISA PLUS."

Simplifile Integrates Collaboration, Post Closing Services with LendingQB Loan Origination Software

PROVO, Utah, Jan. 18, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document and data collaboration and recording technologies for lenders, settlement agents, and counties, today announced the integration of its Collaboration and Post Closing services with LendingQB, a provider of 100 percent web browser-based, end-to-end mortgage loan origination software.

Simplifile Collaboration Service selected by Freedom Mortgage Wholesale Division

PROVO, Utah, Jan. 10, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Freedom Mortgage has begun using the Simplifile Collaboration service in its wholesale division to quickly and easily exchange data with its settlement partners.

Four New Counties Adopt Simplifile SaaS as Wyoming Authorizes E-recording Statewide

PROVO, Utah, Jan. 5, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that four new Wyoming counties have joined Simplifile's e-recording network following the January 1 passage of a law authorizing e-recording statewide.

Non-profit Forum 2017 Dates Announced by Financial Technologies and Management (FTM)

INDIANAPOLIS, Ind., Dec. 20, 2016 (SEND2PRESS NEWSWIRE) -- Financial Technologies & Management (FTM) has released the dates and agenda for 2017 Nonprofit Forum monthly online event for nonprofit organizations. Jim Simpson, CPA will host each forum. Mr. Simpson is a nonprofit financial leader and trainer, CFO, Controller, and software advisor for over 25 years.

To Reinvent Mortgage Experience, Maxwell Financial Labs Announces $1.95M in Funding

DENVER, Colo., Dec. 14, 2016 (SEND2PRESS NEWSWIRE) -- Maxwell Financial Labs, Inc. announced today it had secured $1.95M in funding, with anchor investors MATH Venture Partners, Techstars Ventures, Zelkova Ventures and Sovereign's Capital. The funding follows on the heels of Maxwell's commercial launch on August 16.

JenCap Holdings LLC Acquires NIF Group Inc.

NEW YORK, N.Y., Dec. 7, 2016 (SEND2PRESS NEWSWIRE) -- JenCap Holdings LLC announced today that it has agreed to acquire privately held NIF Group, Inc. (NIF), a managing general agency, program administrator and wholesale insurance broker based in Manhasset, New York, with six offices located on the east and west coasts of the United Sates.

TRID Defects Down Slightly in 2016-Q2 ARMCO Mortgage QC Industry Trends Report

POMPANO BEACH, Fla., Dec. 1, 2016 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced it has released its ARMCO Mortgage QC Industry Trends report, covering the second quarter of 2016. Using the Fannie Mae loan defect taxonomy, the report details the analysis of post-closing quality control data from loan files and findings captured by the ACES Analytics benchmarking system.

Nationwide Appraisal Network Hires Monica Bankus as VP of Operations

OLDSMAR, Fla., Dec. 1, 2016 (SEND2PRESS NEWSWIRE) -- Nationwide Appraisal Network (NAN), an innovative, women-owned, industry-leading appraisal management company with true national coverage, announced today that Monica Bankus has joined the company and will serve as VP of Operations. In that role, she will lead a team that will employ proprietary, groundbreaking technology, enhanced workflow and processes, improved communication with appraisers and lenders - and establish a new Platinum Standard for customer experience at NAN, a standard that with time the mortgage industry might attempt to adopt as its own.

WSAC Selects Regent Education to Automate its WASFA Process for DREAMers

FREDERICK, Md., Nov. 30, 2016 (SEND2PRESS NEWSWIRE) -- The Washington Student Achievement Council (WSAC) has selected Regent Education's Electronic Application for State Financial Aid (e-ASFA) to automate its Washington Application for State Financial Aid (WASFA) process for all participating schools within the state of Washington. For students who are ineligible for federal financial aid due to immigration status, the WASFA provides a chance to apply for state financial aid including: State Need Grant, the College Bound Scholarship, State Work Study and the Passport to College Promise Scholarship.

MetaSource Promotes John Nixon to Chief Revenue Officer (CRO)

SALT LAKE CITY, Utah, Nov. 29, 2016 (SEND2PRESS NEWSWIRE) -- MetaSource, the leading provider of mortgage quality control (QC) compliance advisory and workflow automation solutions, announced it has promoted John Nixon to Chief Revenue Officer (CRO). In this new role, Nixon will be responsible for the alignment of all resources dedicated to demand creation for business development, strategic account management and marketing to foster growth to continue MetaSource's success.

New Global DMS ‘Global Delivery’ Solution Automates Compliant Delivery of Hard Copy Appraisals to Borrowers

LANSDALE, Pa., Nov. 28, 2016 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of web-based compliant valuation management software, announced that it has launched Global Delivery(TM), an alternative to the traditional way appraisal documents are prepared, packaged and compliantly provided to borrowers by way of printed appraisals sent via U.S. mail. The result is near removal of human involved tasks, operational disruption, a reduction of costs and a more efficient process for mailing appraisals.

PitBullTax Software Launches Stand-Alone Transcripts Delivery and Tax Reporting Product

CORAL SPRINGS, Fla., Oct. 26, 2016 (SEND2PRESS NEWSWIRE) -- PitBullTax Software, the industry leader in IRS Tax Resolution software, is excited to announce that it's unveiling a new flagship product - PitBullTax Transcripts - a stand-alone IRS Transcripts Delivery and Reporting software. The product will launch at the National Conference of Bankruptcy Judges in San Francisco from October 26-29; it's sure to create some buzz.

Regent Education Announces Version 3.5 of Regent 8 with Full Support for Prior-Prior Year and Significant Enhancements

FREDERICK, Md., Oct. 4, 2016 (SEND2PRESS NEWSWIRE) -- Regent Education recently has enhanced the functionality of its Regent 8 Financial Aid Management Solution with the upgrade to Release 3.5. This release provides support for the 2017-2018 Prior-Prior Year (PPY) ISIR processing, development of select overrides and data view capabilities, and State fund application processing and submission of e-ASFA (similar to the FAFSA).

ReverseVision Celebrates Major Upgrades to ReverseVision Sales Accelerator (RVSA) Reverse Mortgage Origination Tool with ‘Closed-Loan Challenge’

SAN DIEGO, Calif., July 7, 2016 (SEND2PRESS NEWSWIRE) -- ReverseVision today announced the release of key updates to ReverseVision Sales Accelerator (RVSA), a web-based loan origination tool specifically designed to assist loan officers with the sale of reverse mortgages. ReverseVision will celebrate the release with a "Closed-Loan Challenge" for loan officers who convert RVSA contacts into closed loans in ReverseVision Exchange (RVX) loan origination system (LOS) on or before October 31, 2016.

Simplifile Staffs Up to Support Mortgage Lender Initiatives

PROVO, Utah, June 28, 2016 (SEND2PRESS NEWSWIRE) -- Simplifile, a leader in electronic document and data workflow technology for lenders, settlement agents and counties, announced it has made several new hires in order to better support its mortgage lending clients and product lines.

The Mortgage Collaborative Reaches $100B Origination Milestone

SAN DIEGO, Calif., June 27, 2016 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative, the industry's only independent mortgage lending cooperative, has surpassed $100 Billion in originations with the addition of its 59th preferred member, Movement Mortgage.

Gregg Holsapple joins ReverseVision, Inc. as Product Strategist in Reverves Mortgage Tech Industry

SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, Inc., a leading software and technology provider for the reverse mortgage industry, today announced that Gregg Holsapple has joined as Product Strategist. In this role, Holsapple will have responsibility for product and program analysis, developing requirements and building out our product design process.

MCT Trading, Inc. Relocates Headquarters to Larger Facility in San Diego

SAN DIEGO, Calif. /California Newswire/ -- San Diego's MCT Trading, Inc. (Mortgage Capital Trading), a recognized leader in mortgage pipeline hedging, outsourced lock desk and risk management services, today announced that it relocated its corporate HQ to a larger facility. The move provides MCT with the necessary infrastructure to accommodate its increasing growth and the capacity to continue delivering elevated support to clients.

Lean Lending Technology Model for the Mortgage Industry introduced by LendinqQB

COSTA MESA, Calif. /California Newswire/ -- LendingQB, a provider of web-based loan origination software, today announced that it has officially launched its Lean Lending methodology for the mortgage industry. Lean Lending is a technology strategy that enables lending entities to streamline processes, ensure compliance, and drive continuous organizational improvement.

Best Places to Work in San Diego 2013: MCT Trading Inc. again Recognized

SAN DIEGO, Calif. /California Newswire/ -- MCT Trading, Inc., a recognized leader in mortgage pipeline hedging and risk management services, announced that is has been chosen as one of the 2013 Best Places to Work in San Diego, California by the San Diego Business Journal.