Tag: finance
Two Tech Startups to Debut Technology at June 2018 NEXT Mortgage Conference in Dallas
DALLAS, Texas, June 14, 2018 (SEND2PRESS NEWSWIRE) -- NEXT Mortgage Events LLC, creator of the only mortgage technology conference for women executives, has announced that startup tech firms ProxyPics and Zipwhip will debut their technology to the mortgage industry at the second biannual NEXT mortgage technology conference, which takes place on June 21-22, 2018 at Hotel ZaZa in Dallas.
Alex Megenis and Ryan Sims Join Wholesale Trading Insurance Services, LLC in New York
NEW YORK, N.Y., June 13, 2018 (SEND2PRESS NEWSWIRE) -- Wholesale Trading Insurance Services, LLC (WTIS) announced today that Ryan Sims has joined the firm as Vice President/Casualty Broker in San Francisco, while Alex Megenis has joined as Vice President/Property-Casualty Broker in New York.
Simplifile’s E-recording Platform Utilized by Recording Districts Representing More Than 80% of the U.S. Population
PROVO, Utah, June 13, 2018 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that 31 additional recording jurisdictions located in 16 states throughout the Midwestern, Southwestern, and Western United States have joined Simplifile's e-recording network.
OpenClose Hires LOS Development Expert Joseph Wade to Further Innovate and Enhance Existing Software Solutions
WEST PALM BEACH, Fla., June 12, 2018 (SEND2PRESS NEWSWIRE) -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that it has added senior software LOS and mortgage software development expert Joseph Wade to its growing development team. Joseph was previously at Finastra (formerly D+H) and will play an integral role in software innovation and enhancements at OpenClose.
Qbix Accounting Solutions Celebrates 10th Anniversary Providing Outsourced Accounting and Bookkeeping
MACON, Ga., June 12, 2018 (SEND2PRESS NEWSWIRE) -- For ten years, Qbix Accounting Solutions has provided outsourced accounting and bookkeeping for organizations wanting expert accounting management, oversight, and execution. Qbix was formed in 2008 in Macon, Ga., just south of Atlanta by Rocky Davidson, CPA.
NRF Protect 2018: EPIC’s Kevin Ach and Walter Palmer to Moderate Executive Afternoon Session on Loss Prevention
HOUSTON, Texas, June 11, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC's Kevin Ach, vice president of Risk Assurance and Walter Palmer, practice leader of Integrated Risk Solutions will moderate the Executive Afternoon session on loss prevention at the National Retail Foundation's "NRF Protect" Conference.
ARMCO Hires Industry Veteran Nick Volpe as Chief Strategy Officer
POMPANO BEACH, Fla., June 7, 2018 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation software solutions, has announced that it has hired Nick Volpe as chief strategy officer.
Matic Insurance Services CEO Aaron Schiff Named a 2018 HousingWire Rising Star
SHERMAN OAKS, Calif. /California Newswire/ -- Matic, a digital insurance agency whose technology enables borrowers to purchase homeowner's insurance during the mortgage transaction, announced today that company co-founder and CEO Aaron Schiff has been recognized as a HousingWire Rising Star.
Vince Wilson of IDS Inc. Named to List of HousingWire Magazine’s 2018 Rising Stars
SALT LAKE CITY, Utah, June 5, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today that In-House Counsel and Compliance Coordinator Vince Wilson has been recognized by HousingWire Magazine in their list of 2018 HW Rising Stars. According to his profile in the June issue, Wilson was recognized for his contributions to IDS's reputation as one of the industry's vendors most responsive to regulatory changes.
ReverseVision Product Manager Jason Price Named a 2018 HousingWire Rising Star
SAN DIEGO, Calif., June 4, 2018 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced that Product Manager Jason Price has been recognized by HousingWire as a 2018 Rising Star. Price received the award in recognition of his extensive contributions to ReverseVision and for his role in developing innovative, technology-based solutions that have benefitted the HECM industry at large.
EPIC Holdings Inc. names Janine Walter, SPHR, SHRM-SCP as new Chief Talent Officer
STAMFORD, Conn., June 4, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Holdings, Inc. (parent company of EPIC Insurance Brokers & Consultants) today announced the addition of industry leading human capital professional Janine Walter, SPHR, SHRM-SCP who will join as the firm's Chief Talent Officer and become a member of the EPIC Executive Committee. For the past 11 years Walter has held senior executive positions at major insurance intermediaries.
Subsequent QC’s Nick Corpuz Honored as 2018 HW Rising Star
LOS ANGELES, Calif., June 1, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Quality Management and Research, LLC (MQMR), a leader in mortgage risk management and compliance services, today announced that Nicholas Corpuz, Vice President of MQMR servicing-focused sister firm Subsequent QC (SQC), has been honored by HousingWire magazine as a 2018 Rising Star. Corpuz was profiled in the June issue of HousingWire.
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.
Travel Insurance is Not Just Something ‘Nice to Have’ if Considering Travel During 6-Month Atlantic Hurricane Season
NEW YORK, N.Y., May 21, 2018 (SEND2PRESS NEWSWIRE) -- Travelers planning trips to areas frequently in the path of tropical storms and hurricanes have probably considered purchasing travel insurance, but may not be clear on what is covered, according to TravelInsurance.com. Since many hurricane-prone destinations in the Caribbean and southeast U.S. offer incredible travel deals during this period, travel insurance has become more of a necessity for the smart and savvy traveler.
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.
EPIC Adds Diane Montelione to its Financial Risk Insurance Practice in New York
NEW YORK, N.Y., May 15, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that financial and professional risk management and insurance veteran Diane Montelione has joined the firm's Financial Risk Practice as a senior vice president. She will be based in New York and report to managing principal and Financial Risk Practice Leader, Michael Klaschka.
TeamSnap Appoints New Chief Financial Officer, Todd Stockard
BOULDER, Colo., May 14, 2018 (SEND2PRESS NEWSWIRE) -- TeamSnap, the household name in integrated sports management, announced today that Todd Stockard has been appointed the company's new Chief Financial Officer. Stockard will oversee TeamSnap's financial strategy as the company continues its rapid expansion with the introduction of new products, platforms and partnerships.
Mid America Mortgage to Offer Warehouse Lines of Credit on Seasoned and ‘Scratch and Dent’ Loans
ADDISON, Texas, May 14, 2018 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. Owner and Chief Executive Officer Jeff Bode today announced that the firm has expanded its relationship with Spectrum Mortgage Holdings, LLC to offer warehouse lines of credit in conjunction with its Whole Loan Purchase program. This will provide sellers the flexibility to finance loans being sold to Mid America, including seasoned and 'scratch and dent' loans.
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.
American Banker Names Mortgage Capital Trading to Inaugural Best Places to Work in Fintech List
SAN DIEGO, Calif., May 8, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that American Banker magazine named the company to its new Best Places to Work in Financial Technology list. MCT ranked number four out of only 20 companies that were honored.
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.
Mid America Mortgage CEO Jeff Bode to Share eMortgage Insights at 2018 MBA Conferences
ADDISON, Texas, May 1, 2018 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today that its Owner and CEO Jeff Bode will be sharing his expertise on digital mortgage origination and securitization at two upcoming industry conferences.
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.
EPIC Insurance Adds KJ Wagner as Principal and Director of Southwest Region P&C Operations
DALLAS, Texas, April 26, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a leading national retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of insurance industry veteran KJ Wagner as Principal and Director of Property & Casualty Insurance Operations for the firm's Southwest Region.
ARMCO Wins 2018 HousingWire HW Tech100 Award for Fourth Consecutive Year
POMPANO BEACH, Fla., April 24, 2018 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial risk mitigation and compliance solutions, announced that it has won HousingWire's fifth annual HW Tech100(TM) award, which recognizes the 100 most innovative technology companies in the U.S. housing economy. This is the fourth consecutive year that ARMCO has won the prestigious award.
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.
Fintech Innovator, IDS Inc., Adds Hybrid eClosing Capabilities to Its Mortgage Doc Prep Platform
SALT LAKE CITY, Utah, April 16, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced that its clients now have the capabilities to conduct hybrid electronic mortgage closings through its flagship mortgage document preparation platform, idsDoc.
EPIC’s Chuck Simpson to Present at AESC Safety, Wireline, Trucking Conference & Tradeshow in Texas
FORT WORTH, Texas, April 12, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced that Senior Risk Control Consultant Chuck Simpson will present at the Association of Energy Service Companies (AESC) Safety, Wireline, Trucking Conference and Tradeshow on Wed., April 18 at the Dallas/Fort Worth Marriot Hotel in Texas.
IDS Advises US Mortgage Lenders to Address UCD Warnings Prior to June 25 Deadline
SALT LAKE CITY, Utah, April 11, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor, International Document Services, Inc. (IDS), has announced it is advising all lenders to begin troubleshooting warnings from Fannie Mae and Freddie Mac's Uniform Closing Dataset (UCD) portal regarding missing information in their UCD files. Effective June 25, 2018, the GSEs will fire a fatal edit in their Loan Delivery systems if the UCD status is "Not Successful" or a UCD was not submitted. (UPDATED)
Alterra Home Loans Selects LBA Ware’s CompenSafe to Contain Operating Costs
MACON, Ga., April 11, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware, a leading provider of automated compensation software and systems integration solutions for mortgage lenders, today announced that top ranking Nevada-based retail mortgage lender, Alterra Home Loans has chosen CompenSafe to automate commissions for its 65 branch offices licensed to operate in 30 states and deliver operational insights to executive management on its branches and sales staff.
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.
FormFree Selected to Showcase at MBA Technology Solutions Conference and Expo 2018 in Detroit
ATHENS, Ga., April 5, 2018 (SEND2PRESS NEWSWIRE) -- Automated verification provider FormFree announced that it has been selected to present at the Mortgage Bankers Association's Technology Solutions Conference and Expo 2018, taking place April 15-18 at the Detroit Marriott at the Renaissance Center.
National Mortgage Professional Mag Designates Quandis a 2018 Top Mortgage Employer
RANCHO SANTA MARGARITA, Calif., April 5, 2018 (SEND2PRESS NEWSWIRE) -- Quandis, Inc., a leading default management mortgage technology provider, announced that it was named to National Mortgage Professional magazine's (NMP) Top Mortgage Employers list for 2018. Quandis was one of only ten companies to be included in the publication's 'Services Providers' award category.
HousingWire Honors Matic as Top Innovator in Housing Tech for 2018
SHERMAN OAKS, Calif., April 4, 2018 (SEND2PRESS NEWSWIRE) -- Matic, a fintech company whose technology enables borrowers to purchase homeowner's insurance during the mortgage transaction, today announced it has been named to HousingWire's 2018 Tech100 list of the most innovative tech providers in the housing industry.
HousingWire Names ReverseVision to TECH100 List of Housing’s Most Innovative Tech Companies for a Third Year
SAN DIEGO, Calif., April 4, 2018 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced it has been named to HousingWire's HW Tech100 list of innovative housing technology companies for a third time. Previously recognized in 2015 and 2017, ReverseVision is the only provider of Home Equity Conversion Mortgage (HECM) technology to receive this distinction.
Maxwell Recognized by HousingWire as one of the Most Innovative Technology Companies in Real Estate
DENVER, Colo., April 4, 2018 (SEND2PRESS NEWSWIRE) -- Maxwell, the emerging leader of digital mortgage automation software, announced today that it has been recognized for the second year in a row as one of HousingWire's TECH100 for 2018.
Simplifile Recognized as an Innovative Mortgage Technology Company on 2018 HW Tech100
PROVO, Utah, April 4, 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 included on the fifth annual HW Tech100 list published by housing and mortgage industry trade magazine HousingWire. This year marks the third consecutive year Simplifile has made the Tech100 list, which recognizes, "the most innovative technology companies in the U.S. housing economy, spanning real estate, mortgage lending, mortgage servicing, and investments."
