Tag: finance
Utah’s Vicki DiPasquale of Simplifile Named One of Mortgage Professional America’s 2017 Elite Women in Mortgage
PROVO, Utah, July 27, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Vice President of Sales Vicki DiPasquale is one of Mortgage Professional America (MPA) magazine's 2017 Elite Women in Mortgage.
TRK Connection Promotes Mr. Randy Abbey to CTO in Utah
SALT LAKE CITY, Utah, July 21, 2017 (SEND2PRESS NEWSWIRE) -- TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced it has promoted former Senior Systems Architect Randy Abbey to Chief Technology Officer (CTO). In this new role, Abbey will bring to bear his two decades of SaaS, cloud security and diverse solution development expertise.
Pendo Joins Forces with The Mortgage Collaborative to Offer Appraisal Management Services to Organization’s Lender Member Network
LEE'S SUMMIT, Mo., July 11, 2017 (SEND2PRESS NEWSWIRE) -- Pendo, a nationwide appraisal management company (AMC), announced a strategic partnership with The Mortgage Collaborative's preferred partner network to provide appraisal management services to the organization's 112 lender members.
Simplifile Adds 21 Southern Jurisdictions to E-Recording Network
PROVO, Utah, June 27, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, has extended its industry-leading e-recording network to include 21 additional recording jurisdictions across the southern United States.
ARMCO Updates ACES Audit Technology with Day 1 Certainty Functionality
POMPANO BEACH, Fla., June 26, 2017 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced today that it has updated its flagship ACES Audit Technology(TM) with new functionality that aligns with Fannie Mae's Day 1 Certainty(TM) (D1C) initiative. With this update, ACES now includes additional fields for assessing asset, income, employment and collateral data according to Fannie Mae's D1C initiative.
OpenClose Launches New Corporate Website to Reflect New Positioning of its Mortgage Software Solutions
WEST PALM BEACH, Fla., June 26, 2017 (SEND2PRESS NEWSWIRE) -- OpenClose, a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced it unveiled a new corporate website to better position the company's expanded enterprise-class solution set, customer profile focus and long-term value proposition.
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.
The Simplifile E-Recording Network Now Available in 15 U.S. Midwestern, Western Jurisdictions
PROVO, Utah, May 30, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, has expanded its industry-leading e-recording network to include 15 additional recording jurisdictions across the Western and Midwestern United States.
American Fidelity Reports More Than Two Thirds of Americans Not Prepared for Disability
OKLAHOMA CITY, Okla., May 30, 2017 (SEND2PRESS NEWSWIRE) -- The average American Fidelity Assurance Company long-term disability is nearly three years. Even though one in five adults experiences a long-term disability, most Americans are ill-prepared to cover expenses if they are unable to work (note 1). The average American could not cover a $400 emergency without selling some of their possessions and 69 percent have less than $1,000 in savings (notes 2, 3).
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.
Cloudvirga Welcomes AccountChek Asset Verification into Its intelligent Mortgage Platform
ATLANTA, Ga., March 22, 2017 (SEND2PRESS NEWSWIRE) -- FormFree today announced that cloudvirga(SM), developer of the automated, cloud-based intelligent Mortgage Platform(R) (iMP), has selected AccountChek(TM) for automated asset verification. Cloudvirga's custom integration of AccountChek into the iMP collects borrower account information early in the loan application process and offers a seamless asset verification experience.
Fintech Innovators, LBA Ware Adds Matthew Marshall as Solutions Consultant
MACON, Ga., March 22, 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 Matthew Marshall as a solutions consultant to support the firm's sales efforts. In this role, Marshall will be responsible for articulating the value proposition of LBA Ware's solutions.
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.
Florida’s OpenClose Named a 2017 Top 100 Mortgage Employer by NMP
WEST PALM BEACH, Fla., March 9, 2017 (SEND2PRESS NEWSWIRE) -- OpenClose, a multi-channel loan origination system (LOS) mortgage software provider, announced that it earned a spot on National Mortgage Professional magazine's (NMP) annual Top 100 Mortgage Employers list for 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.
FormFree Voted Among ‘Best in Show’ at Digital Mortgage Conference in San Francisco
ATLANTA, Ga., Jan. 30, 2017 (SEND2PRESS NEWSWIRE) -- FormFree today announced it was selected as one of the top demos of the inaugural Digital Mortgage Conference, presented by National Mortgage News and held December 8-9, 2016, in San Francisco.
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.












