Tag: finance News - Page 29
Tom Mackey of EPIC Insurance Brokers Recognized as 2019 ‘Young Gun’ by Insurance Business America
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Tom Mackey, Risk Management Consultant has been named a 2019 Insurance Industry "Young Gun" by Insurance Business America (IBA).
FormFree adds paystubs to Passport all-in-one asset, employment and income verification service
ATHENS, Ga., Oct. 29, 2019 (SEND2PRESS NEWSWIRE) -- FormFree today announced that it has added paystub collection and verification to its Passport(TM) all-in-one asset, employment and income verification service. The enhancement will be available to FormFree customers, including those who use Passport through one of FormFree's more than 100 integrations and reseller partnerships, in November.
Domestic and International Arbitrator Dr. Nevine Carmelle Authors Book on Wealth and Business Planning Strategies
IRVINE, Calif. /California Newswire/ -- Dr. Nevine Carmelle, a celebrated professional who's dedicated to the field of finance, recently authored, "Wealth and Business Planning Strategies: The Ultimate Guide for Wealth Management, Privacy & Prosperity for Business Owners" (ISBN: 978-0692562017). Available in paperback and Kindle edition, the book quickly became a bestseller on Amazon.
California-based Tax Specialty Firm KBKG Joins Real Estate Roundtable (RER)
PASADENA, Calif. /California Newswire/ -- Last year, specialty tax incentive firm KBKG joined the Real Estate Roundtable (RER), and several of KBKG's executive leadership team currently serve as members of the organization's President's Council, Associate Council, and Committees.
Diligence Capital Advisors Sources Capital for Iconic South Jersey Swim Club
MARLTON, N.J., Oct. 29, 2019 (SEND2PRESS NEWSWIRE) -- Diligence Capital Advisors is excited to announce that it has sourced new capital investments for the Chartwell Swim Club, a legendary swim club and day camp located in Marlton, New Jersey. The financing was made by a Philadelphia based investment company.
Global DMS Officially Introduces EVO-Residential(tm) Valuation Technology Platform
AUSTIN, Texas, Oct. 28, 2019 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of cloud-based valuation management software, announced the launch of its new residential valuation solution at the MBA's Annual Convention & Expo being held at the Austin Convention Center from Oct. 27 - 30. Branded EVO-Residential (EVO-Res), the platform is primed to change the way lending and real estate entities process and manage valuations.
Depth Public Relations Names Lindsey Neal Vice President of Client Services
ATLANTA, Ga., Oct. 25, 2019 (SEND2PRESS NEWSWIRE) -- Depth Public Relations, LLC, (DepthPR) a leading provider of consultative marketing, public relations and reputation management services for the mortgage lending and residential finance industry, today announced its promotion of Lindsey Neal to vice president of client services.
Bank of Southern California, N.A. (BCAL) Announces Third Quarter 2019 Results
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL) today reported results for the third quarter ended September 30, 2019. Total assets grew to $839 million at September 30, 2019, a 14% increase compared to the third quarter of 2018.
IDS Adds Integrated 4506-T Income Verification Services from QuestSoft to Its Mortgage Document Preparation Platform
SALT LAKE CITY, Utah, Oct. 24, 2019 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), today announced it has integrated 4506-T Verification Services from QuestSoft Corporation, one of the nation's leading providers of automated mortgage compliance software, into idsDoc.
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.
FormFree Teams Up with LexisNexis Risk Solutions to Revolutionize Digital Mortgage Loan Applications for Borrowers and Lenders
ATHENS and ATLANTA, Ga., Oct. 23, 2019 (SEND2PRESS NEWSWIRE) -- FormFree has teamed up with LexisNexis Risk Solutions to help lenders intelligently pre-fill the Universal Residential Loan Application (Form 65/1003) for mortgage applicants. The combined solution significantly reduces the amount of information a consumer must manually input.
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.
ReverseVision Unveils New Tech Strategy: Major Platform Updates and Brand Transformation
SAN DIEGO, Calif. /California Newswire/ -- ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced its transformation as an API-enabled flexible reverse lending platform, unveiling a new logo as part of its revised mission and rebranding.
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.
FormFree Welcomes Christy Moss, CMB as Director of Partner Relationships
ATHENS, Ga., Oct. 17, 2019 (SEND2PRESS NEWSWIRE) -- FormFree today announced it has appointed former Fannie Mae Strategic Business and Relationship Manager Christy Moss, CMB as director of partner relationships. In her role at FormFree, the 30-year mortgage industry veteran will strengthen and grow industry partnerships and cultivate internal talent as leader of the company's strategic sales team.
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.
FormFree’s Brent Chandler, Faith Schwartz Lend Their Expertise to Prominent Mortgage Industry Events
ATHENS, Ga., Oct. 15, 2019 (SEND2PRESS NEWSWIRE) -- FormFree today announced that company board member Faith Schwartz and Founder and CEO Brent Chandler have been invited to share their subject matter expertise at prominent upcoming mortgage industry events. Schwartz and Chandler will participate on panels at the Mortgage Bankers Association's (MBA) Annual Convention and Expo and NEXT Mortgage Events' #NEXTDC19 conference, respectively.
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).
EPIC Insurance Brokers & Consultants Launches New Healthcare Practice: Edgewood Healthcare Advisors
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers & Consultants (Edgewood Partners Insurance Center or EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today the expansion and reorganization of its healthcare practice.
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.
MCT’s COO Phil Rasori Honored with 2019 HousingWire Tech Trendsetters Award
SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that its COO, Phil Rasori, has been designated to HousingWire's inaugural Tech Trendsetters award list. Phil is credited with being instrumental in the architecture and launch of multiple innovative capital markets solutions.
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.
NotaryCam’s Rick Triola Named a 2019 HousingWire Tech Trendsetter
NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam(R), the leader in online notarization and original provider of mortgage eClosing solutions, today announced that its Founder and CEO Rick Triola has been named a 2019 Tech Trendsetter by HousingWire magazine as part of its inaugural HW Tech Trendsetter Awards(TM) program.
EPIC Adds Dave Tate in Dallas, Texas
DALLAS, Texas, Oct. 8, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Dave Tate has joined the firm's Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
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.
IDS Signs Preferred Partner Agreement with Mortgage Builder
SALT LAKE CITY, Utah, Oct. 7, 2019 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today it has signed a preferred partnership agreement with Mortgage Builder, a provider of award-winning mortgage loan origination and servicing software systems.
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.
Why Low Balance Letters Are Not Working for Automotive Lenders
MIAMI, Fla., Oct. 3, 2019 (SEND2PRESS NEWSWIRE) -- South Florida-based AI Fintech company Aclaro, whose mission is to deliver data transparency and personalized insights to its auto lending clients, has developed an innovative, technologically advanced method of increasing borrower retention rates. Instead of sending out thousands of low balance letters with the hope that customers will open these letters and follow up with the lender, Aclaro has made the process much simpler and easier.
Shardus to Demonstrate First Linearly Scalable Blockchain
DALLAS, Texas, Oct. 3, 2019 (SEND2PRESS NEWSWIRE) -- the Shardus Project continues to gain momentum with their state sharding solution and will be the first team in The world to demonstrate linear scaling functionality on a decentralized blockchain network at their Q3 update event on Saturday, October 19 in Dallas at the Emerging Technology Summit in Dallas, Texas.
SimpleNexus Founder and CEO Matt Hansen Recognized as HW Tech Trendsetter for Taking Mortgage Origination Mobile
LEHI, Utah, Oct. 3, 2019 (SEND2PRESS NEWSWIRE) -- SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced that company Founder and CEO Matt Hansen has been named to HousingWire's inaugural list of HW Tech Trendsetters. The award program recognizes the most impactful and innovative technology leaders serving the housing economy.
FormFree Founder Brent Chandler Lauded as HousingWire Tech Trendsetter
ATHENS, Ga., Oct. 3, 2019 (SEND2PRESS NEWSWIRE) -- FormFree today announced that Founder and CEO Brent Chandler has been named to HousingWire's inaugural class of HW Tech Trendsetters, an award honoring executives who have played an integral role in bringing innovative solutions to the housing market.
ARMCO’s Sharon Reichhardt Wins HW Tech Trendsetters Award
POMPANO BEACH, Fla., Oct. 2, 2019 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, today announced that Sharon Reichhardt, the company's vice president of client success, has been named a winner of HousingWire's inaugural Tech Trendsetters award.
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.
EPIC Adds Pam Stoutenburgh in Dallas TX
DALLAS, Texas, Oct. 1, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Pam Stoutenburgh has joined the firm's Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
EPIC Insurance Brokers & Consultants Appoints Lou D’Agostino National Hedge Fund Practice Leader
SAN FRANCISCO, Calif. and NEW YORK, N.Y., Oct. 1, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Principal and industry veteran, Lou D'Agostino, has been appointed to the newly-created position of National Hedge Fund Practice Leader as part of its Financial Services division.
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.
EnHelix Unveils the First Blockchain-Based Commodity Trading Software at Houston Gastech Event
HOUSTON, Texas, Sept. 24, 2019 (SEND2PRESS NEWSWIRE) -- EnHelix an award-winning oil and gas commodity trading and logistics management software with artificial intelligence and blockchain, today announced the launch of its new Marketplace Blockchain software for commodity trading companies. (VIDEO)
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.
