Tag: finance
ARMCO Enhances Mortgage QC Automation and Analysis in ACES Audit Technology
POMPANO BEACH, Fla., May 31, 2018 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation software solutions, has announced several product enhancements that improve the mortgage quality control (QC) process for lenders and servicers using its auditing platform ACES Audit Technology.
Cloudvirga Earns a 2018 Benzinga FinTech Award
IRVINE, Calif. /California Newswire/ -- Cloudvirga, a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform, was honored as one of the world's top fintech firms at last week's Benzinga Global Fintech Awards.
EARTH MONTH 2018: Simplifile Re-Teams with the Arbor Day Foundation – Plants 2,275 Trees
PROVO, Utah, May 29, 2018 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced it once again partnered with the Arbor Day Foundation to celebrate Arbor Day 2018 and April's Earth Month. This year, Simplifile planted 2,275 trees in the Mississippi River Valley.
Guaranteed Rate Partners with DocMagic to Cut Closing Time in Loan Document Prep
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that retail mortgage lender Guaranteed Rate can now cut closing time by electronically signing mortgage closing documents in advance.
Mortgage QC Exec Jeremy Burcham to Lead Sales Efforts for TRK Connection’s Insight RDM Platform
SALT LAKE CITY, Utah, May 17, 2018 (SEND2PRESS NEWSWIRE) -- TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that it has hired Jeremy Burcham as Executive Vice President of Sales. Burcham will leverage his 10+ years of experience in mortgage quality control (QC), compliance, credit policy, due diligence and technology to refine TRK's sales and marketing strategy for its suite of solutions, including its flagship mortgage QC audit platform Insight Risk & Defect Management (RDM).
Mortgage Pioneer Mountain America Credit Union Implements Simplifile’s Collaboration and Post Closing Services
PROVO, Utah, May 17, 2018 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Mountain America Credit Union has implemented Simplifile Collaboration and Post Closing services to enhance the closing experience for its members.
ARMCO Integrates with BankVOD, Enabling Seamless Transfer of Bank Data
POMPANO BEACH, Fla., May 16, 2018 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation software solutions, announced an integration with BankVOD, the company that pioneered the electronic risk interface for asset verifications. This integration, which provides a direct, seamless connection between ARMCO's ACES Audit Technology and BankVOD's Verification Hub.
PitBullTax Software Expands its Power for CPAs, EAs and Tax Attorneys with New Version 4.0
CORAL SPRINGS, Fla., May 14, 2018 (SEND2PRESS NEWSWIRE) -- PitBullTax Software, the leading IRS Tax Resolution Software for CPAs, EAs and Tax Attorneys, just released its new and more feature rich Version 4.0. For nine years PitBullTax Software has transformed the tax resolution business by making it more efficient and intuitive for tax professionals to solve their clients' IRS problems.
Cooksey Team’s Brandon Findley Cracks the Top 200 of Best Mortgage Lenders’ 2018 List of Top Texas Loan Officers
DALLAS, Texas, May 10, 2018 (SEND2PRESS NEWSWIRE) -- The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today that Best Mortgage Lenders has ranked Cooksey Team loan officer (LO) Brandon Findley at No. 198 in Texas based on the total number of loans closed in 2017. Specializing in the Dallas market,
Darren Lovell of The Cooksey Team Ranks #3 on Best Mortgage Lenders’ 2018 List of Top Loan Officers in Flower Mound,...
DALLAS, Texas, May 10, 2018 (SEND2PRESS NEWSWIRE) -- The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today that Best Mortgage Lenders 2018 has ranked loan officer (LO) Darren Lovell at No. 3 in Flower Mound, Texas, based on the total number of loans closed in 2017. Lovell also placed at No. 226 statewide according to the rankings, which are published in conjunction with Ask a Lender and Scotsman Guide Media.
Phil Laren of MCT to Speak on MSR Liquidity Challenges Panel Session at MBA National Secondary Conference
SAN DIEGO, Calif., May 10, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that its Director of MSR Services, Phil Laren, will be speaking on a panel at the MBA National Secondary Market Conference & Expo May 21 at the New York Marriott Marquis.
Prevail Consulting, Inc. in CT announces contract with Medical Assurance Society New Zealand Limited to license Reinsurance System
STAMFORD, Conn., May 8, 2018 (SEND2PRESS NEWSWIRE) -- Prevail Consulting, Inc., a leading insurance industry technology and professional services provider, today announced a contract with Medical Assurance Society New Zealand Limited (MAS) to license the Prevail Reinsurance System (PRS) to support MAS's reinsurance operations. Under this new contract, Prevail will install PRS and deliver implementation, application and data migration services.
FinTech Company, LBA Ware, Appoints Mortgage Technology Specialist Diana Sheffer as Solutions Consultant
MACON, Ga., May 3, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced it has hired Diana Sheffer as a solutions consultant to support the company's sales and product implementation efforts. In this role, Sheffer will apply her 18 years' experience in mortgage lending and technology consulting to connect LBA Ware's clients with best-fit systems integration and process automation solutions to enhance performance-driven organizational growth.
Best Mortgage Lenders 2018 Ranks Wesley Ryan Grubbs of The Cooksey Team as the No. 1 Loan Officer in Flower Mound,...
ADDISON, Texas, April 30, 2018 (SEND2PRESS NEWSWIRE) -- The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today that its loan officer (LO) Wesley Ryan Grubbs has been ranked No. 1 in Flower Mound, Texas, based on total number of loans closed in 2017, according to Best Mortgage Lenders 2018. The rankings, which are published in conjunction with Ask a Lender and Scotsman Guide Media, also placed Grubbs at No. 157 statewide.
ARMCO’s Q3 2017 Trends Report: Critical Loan Defect Rate Drops for First Time in 2017
POMPANO BEACH, Fla., April 26, 2018 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation software solutions, announced the release of the ARMCO Mortgage QC Trends Report. The latest report is for the third quarter of 2017, which relays loan quality findings for mortgages reviewed by ACES Audit Technology between July 1, 2017 and September 30, 2017.
Ascend Federal Credit Union Automates its Mortgage Lending Business with OpenClose’s LenderAssist LOS and DecisionAssist PPE
WEST PALM BEACH, Fla., April 24, 2018 (SEND2PRESS NEWSWIRE) -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that Ascend Federal Credit Union (Ascend) is leveraging its LenderAssist(TM) LOS platform and DecisionAssist(TM) product and pricing engine (PPE). OpenClose's completely browser-based solution has delivered additional efficiencies and heightened service levels for the credit union's growing mortgage lending division.
Get Ready for Next Tax Season with New Tax App Designed for People with Homes in More than One State
NAPLES, Fla., April 24, 2018 (SEND2PRESS NEWSWIRE) -- With this year's tax season in the rear-view mirror, there's no better time to start prepping for the next round. TaxBird - a new tax app developed by ware2now, LLC - helps people with homes in more than one state ensure they don't exceed their residency threshold. It's useful to tax professionals and estate planners too.
MCT Wins PROGRESS in Lending Association’s 2018 Innovation Award for its New Bid Auction Manager (BAM) Whole Loan Trading Technology
SAN DIEGO, Calif., April 18, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that PROGRESS in Lending Association, the industry's premier mortgage technology focused organization, presented the company with its annual Innovation Award for the rapid adoption and impact of its Bid Auction Manager(TM) (BAM) within the whole loan trading market.
FinKube Launches New Web Portal for its Innovative Chatbot: ELSA
DALLAS, Texas, April 11, 2018 (SEND2PRESS NEWSWIRE) -- FinKube, a company that provides AI-powered Platform-as-a-Service solutions for a range of industries, announced today that it has launched a new website for its intelligent, conversational chatbot, ELSA. The arrival of the new site, which can be found at elsabot.com, coincides with FinKube's expanding role as an AI provider for industries beyond US financial services.
Community Bank in Iowa Helps Foster Future Leaders with Support of ‘Leader In Me Program’
OSCEOLA, Iowa, April 10, 2018 (SEND2PRESS NEWSWIRE) -- Clarke County State Bank, through the John T. Vucurevich Foundation, continues to support Clarke Elementary School as an official school in "The Leader in Me" program. Since 2012, CCSB has been a strong contributor to the program providing the base funding for its launch with foundation grants and bank donations.
The Mortgage Collaborative Welcomes Partners Credit & Verification Solutions to Preferred Partner Network
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative, the nation's only independent mortgage cooperative, today announced the addition of credit and verification solutions firm Partners Credit & Verification Solutions to its Preferred Partner network. Partners Credit offers TMC members a suite of comprehensive and customized credit related products and services.
In Utah, Simplifile Reaches $100K in Donations through Simplifile Cares
PROVO, Utah, March 29, 2018 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced it has reached $100,000 mark in charitable donations made through its philanthropic initiative Simplifile Cares.
PitBullTax University Launches with First PitBullTax User Conference May 2018 in Fort Lauderdale
CORAL SPRINGS, Fla., March 28, 2018 (SEND2PRESS NEWSWIRE) -- PitBullTax Software, The Leading IRS Tax Resolution Software provider for CPAs, Enrolled Agents and Tax Attorneys received accreditation to be a Continuing Education Provider for tax professionals who are involved in IRS tax resolution and for those who plan to practice in this lucrative specialty. This is yet another milestone in a long history of accomplishments for PitBullTax, and another example of how this company maintains its dominant position in the tax resolution arena.
Mortgage Industry Veteran Tom Rice Joins OpenClose as VP Enterprise Account Executive
WEST PALM BEACH, Fla., March 22, 2018 (SEND2PRESS NEWSWIRE) -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that long-time industry veteran Tom Rice has joined its growing sales team. Mr. Rice has experience with multiple LOS platforms as well as other enterprise-class mortgage technology solutions. He will be responsible for covering the West Coast territory.
TAX TIME! Life-preserving tax tips, quips and advice in book from Jeffrey Schneider, now available in a Kindle Edition
STUART, Fla., March 20, 2018 (SEND2PRESS NEWSWIRE) -- SFS Tax Problem Solutions Press announces the release of the eBook and Kindle Edition of "Now What? I Got a Tax Notice from the IRS. Help!" (B079XWL8P9) by Jeffrey Schneider. "Now What?" is also available in paperback (ISBN: 978-0692997154) and will be published in an audiobook version in June 2018.
Simplifile Debuts Enhanced Post-Closing Service to Automate Trailing Mortgage Documents
PROVO, Utah, March 20, 2018 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced that it has enhanced its Post Closing service to help lenders automate the return of trailing loan documents. This new service is designed to save lenders time on final Closing Disclosure (CD) reconciliation, eliminate time-consuming post-closing document management tasks, and provide a complete audit trail to reduce regulatory risk.
National Mortgage Professional (NMP) Names OpenClose a 2018 Top Mortgage Employer for the Second Year in a Row
WEST PALM BEACH, Fla., March 9, 2018 (SEND2PRESS NEWSWIRE) -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that was it was again honored as a Top Mortgage Employer by National Mortgage Professional magazine (NMP) for 2018. OpenClose was one of only ten companies to be included in the Services Providers category.
Quest Advisors Picks TRK Connection Insight RDM Mortgage QC Audit Platform
SALT LAKE CITY, Utah, March 6, 2018 (SEND2PRESS NEWSWIRE) -- TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that outsourced mortgage quality assurance firm Quest Advisors has selected Insight Risk & Defect Management (RDM) to power its third-party mortgage QC reviews.
Simplifile Approved by the Arkansas Secretary of State as E-Notary Vendor
LITTLE ROCK, Ark., March 6, 2018 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced that it has been approved by the Arkansas Secretary of State as an electronic notary (e-notary) service provider. As a result, Simplifile users in the 23 Arkansas recording jurisdictions in Simplifile's e-recording network will now have the ability to electronically notarize documents, thus streamlining their processes and allowing them to keep as much of the real estate transaction electronic as possible.
Inlanta Mortgage Integrates LBA Ware’s CompenSafe with LendingQB
MACON, Ga., March 5, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced that Wisconsin-based Inlanta Mortgage has completed integration between LBA Ware's CompenSafe(TM) automated compensation calculation platform and LendingQB's cloud-based loan origination solution (LOS). Through the integration, Inlanta is able to leverage real-time loan production data to automatically calculate compensation for each of its 100+ loan originators (LOs).
Virginia Cybersecurity Startup CounterFlow AI Inc. closes $2.7M Seed Round
CHARLOTTESVILLE, Va., Feb. 27, 2018 (SEND2PRESS NEWSWIRE) -- Cybersecurity startup CounterFlow AI announced last week that it has raised $2.7 million in seed funding from Osage University Partners, the Charlottesville Angel Network, and a number of individual investors who also supported the founders' previous venture, nPulse Technologies (acquired by FireEye in 2014).
NEXT Mortgage Conference Announces Jan. 2018 ‘NEXT Who’s Who’ Winners
EDMOND, Okla., Feb. 20, 2018 (SEND2PRESS NEWSWIRE) -- NEXT Mortgage Events LLC, a creator of NEXT, the mortgage technology conference for women, has announced the winners of the inaugural 2018 NEXT Who's Who list. The NEXT Who's Who recognizes NEXT conference attendees who are demonstrating leadership in the mortgage industry.
New Help with Tax Notices Book ‘Now What? I Got a Tax Notice from the IRS. Help!’
STUART, Fla., Feb. 20, 2018 (SEND2PRESS NEWSWIRE) -- SFS Tax Problem Solutions Press announces the release of "Now What? I Got a Tax Notice from the IRS. Help!" (ISBN: 978-0692997154) by Jeffrey Schneider. "Now What?" is available nationwide today in paperback. It will be published in an eBook edition in March and an audio book edition in June 2018.
OpenClose Bolsters Software Integration and Support Teams from Fintech Industry
WEST PALM BEACH, Fla., Feb. 16, 2018 (SEND2PRESS NEWSWIRE) -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that it has added staff to its integration and customer support departments. The new hires will help enhance OpenClose's existing software products, facilitate digital mortgage processes, produce fintech-level innovation and provide excellence in customer support. The company also recently added three senior software engineers to its development team.
Florida-based ARMCO Named a ‘Top 100 Mortgage Employer’ for Second Consecutive Year
POMPANO BEACH, Fla., Feb. 15, 2018 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software ACES Audit Technology(TM), announced that was named among National Mortgage Professional (NMP) magazine's annual Top 100 Mortgage Employers list for 2018. This is the second consecutive year the company has been recognized with this distinction.
NEXT Mortgage Conference 2018: Pavaso Leads Charity Effort Benefiting Girls Inc. of Metropolitan Dallas
EDMOND, Okla., Feb. 12, 2018 (SEND2PRESS NEWSWIRE) -- NEXT Mortgage Events LLC, a creator of events for women mortgage executives, has announced that Pavaso, a mortgage industry leader in eClosing and consumer management technology solutions, led a charity effort that raised over $2,200 for Girls Inc. of Metropolitan Dallas, at NEXT, the mortgage industry's only technology-centric conference for women executives.
LBA Ware CEO Lori Brewer Named to 2018 MPA Hot 100 List for Technology Contributions to Mortgage Industry
MACON, Ga., Feb. 12, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced today that its CEO Lori Brewer has been named to Mortgage Professional America (MPA) magazine's "2018 Hot 100" list. Brewer was recognized for her entrepreneurship and innovation in pioneering the development of a first-of-its-kind software solution to automatically calculate loan officer (LO) compensation.
Global DMS Launches EVO-Commercial, a Next-Generation Valuation Management Software Platform
SAN DIEGO, Calif. /California Newswire/ -- Global DMS, a leading provider of cloud-based valuation management software, announced that it launched EVO-Commercial(TM) (EVO-C) at the MBA's CREF/Multifamily Housing Convention & Expo being held in San Diego from February 11 - 14. The new platform is 100 percent configurable, fully customizable, quick and easy to implement, eliminates numerous steps in the workflow process, lowers system maintenance costs and empowers end-users as well as management teams, among many other efficiency gains.
Simplifile VPs Nancy Alley, Vicki DiPasquale Recognized in MPA’s 2018 Hot 100
PROVO, Utah, Feb. 8, 2018 (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 and Vice President of Sales Vicki DiPasquale were named to Mortgage Professional America (MPA) magazine's 2018 Hot 100. The honor, now in its sixth year, recognizes "100 movers and shakers who are heating things up in the mortgage world."
The Cooksey Team Founder Michael Cooksey Recognized by Mortgage Professional America in 2018 Hot 100
ADDISON, Texas, Feb. 8, 2018 (SEND2PRESS NEWSWIRE) -- The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today its founder Michael Cooksey has been honored by housing industry trade magazine Mortgage Professional America (MPA) on its 2018 Hot 100 list.
TRK Connection CTO Randy Abbey Named to MPA’s 2018 Hot 100
SALT LAKE CITY, Utah, Feb. 8, 2018 (SEND2PRESS NEWSWIRE) -- TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that Chief Technology Officer Randy Abbey has been named to Mortgage Professional America (MPA) magazine's 2018 Hot 100. He was recognized for contributing unique technology-based innovations in mortgage quality control (QC) and risk management.
Will Victims of Irma Also Be Subject to Insurance Policy Renewal Surcharges? asks Florida’s Claim Forward
BRADENTON, Fla., Feb. 7, 2018 (SEND2PRESS NEWSWIRE) -- Nearly 500,000 residential property owners across the State of Florida have already incurred substantial out-of-pocket expenses due Irma losses because of high hurricane claim deductibles, according to Consumer Insurance Trust LLC (ClaimForward.com). The standard hurricane deductible across most insurers is usually 2 percent of the dwelling value.
Restaurant Owners Survey Shows Optimism: Over 880 U.S. Independent Restaurant Owners Voice Their Thoughts on 2018
PHOENIX, Ariz., Jan. 31, 2018 (SEND2PRESS NEWSWIRE) -- RestaurantOwner.com has released the report of their 2018 Independent Restaurant Outlook Survey. The report summarizes input gathered from over 880 independent restaurant owners and operators regarding their 2017 financial performance as well as their 2018 expectations.
Critical Loan Defect Rates Increase for Third Consecutive Quarter, says ARMCO
POMPANO BEACH, Fla., Jan. 30, 2018 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software ACES Audit Technology(TM), announced the release of the ARMCO Mortgage QC Trends Report for the second quarter of 2017.
Neurotech Reports Announces 2018 Investment and Management Conference for Bioelectronic Medicine in NYC
NEW YORK, N.Y., Jan. 30, 2018 (SEND2PRESS NEWSWIRE) -- Neurotech Reports, the publisher of Neurotech Business Report newsletter, today announced the launch of the Bioelectronic Medicine Forum, the first investment and management conference for the bioelectronic medicine industry. The inaugural event will take place on March 22, 2018 at the Millennium Broadway Times Square in New York, N.Y.
LBA Ware’s CompenSafe Hits $1 Billion in Lifetime LO Compensation Calculations
MACON, Ga., Jan. 26, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced their sales incentive platform CompenSafe calculated $1 billion in lifetime origination commissions and operational bonuses in 2017. LBA Ware also experienced notable year-over-year growth, marked by a 152 percent increase in total compensation processed and a 130 percent increase in the number of lenders using LOS Talker, the company's systems integration solution.
The IRS Lien and Levy Holiday is over – If you owe back taxes, notices are coming again and soon
STUART, Fla., Jan. 26, 2018 (SEND2PRESS NEWSWIRE) -- After a temporary break during the hurricanes and the holidays, the Liens, Levies and Garnishments that were held back by the IRS are starting again and will be en route to your mailbox to those that owe back taxes, says Jeffrey Schneider EA, CTRS, NTPI Fellow, and principal at SFS Tax Problem Solutions.
Paragon Insurance Holdings Names Andrew Petersen as Regional President, Reinsurance Operations
AVON, Conn., Jan. 23, 2018 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings, LLC ("Paragon"), a national multi-line specialty MGA, today announced the addition of Andrew Petersen to the Paragon executive management team as Regional President and EVP of Reinsurance Operations. Petersen will report to Ron Ganiats, Paragon's CEO.
New book, ‘The Mindset of Retirement Success: 7 Winning Strategies to Change Your Life’
WASHINGTON, D.C., Jan. 18, 2018 (SEND2PRESS NEWSWIRE) -- In his new book, "The Mindset of Retirement Success: 7 Winning Strategies to Change Your Life" (ISBN: 978-0999641408), Chartered Retirement Planning Counselor Rodger Alan Friedman, delivers blunt advice to anyone who has been putting off retirement planning.
JenCap Holdings LLC to Acquire Genesee General, a Specialty Insurance Business founded in 1982
ALPHARETTA, Ga., Jan. 16, 2018 (SEND2PRESS NEWSWIRE) -- JenCap Holdings LLC (JCH), a specialty insurance business, announced today that it has agreed to acquire privately-held Genesee General, a managing general agency, program administrator and wholesale insurance broker based in Alpharetta, Georgia. The transaction is expected to close in January 2018. Financial terms were not disclosed.
