Tag: finance News - Page 43
Mortgage Doc Prep Firm, IDS Inc., Promotes Beckie Santos to Manager of New Product Development
SALT LAKE CITY, Utah, Aug. 4, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has promoted its former Manager of Development Beckie Santos to the newly created position of Manager of New Product Development. In her new role, Santos will leverage her development experience to work closely with the IDS development team as well as operations, quality assurance and compliance to help shape and guide future IDS solutions.
Pendo Exec Alicia Branstetter Named to HW 2017 Women of Influence List
LEE'S SUMMIT, Mo., Aug. 3, 2017 (SEND2PRESS NEWSWIRE) -- Pendo, a nationwide appraisal management company (AMC), announced that Alicia Branstetter, the company's vice president of marketing, has been named to HousingWire magazine's seventh annual Women of Influence list, just one year after joining the housing industry.
Seventeen Counties Across Midwest, Western U.S. Join Simplifile E-recording Network
PROVO, Utah, Aug. 3, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced today that 17 additional counties throughout the Midwest and Western United States have joined the Simplifile e-recording network.
EPIC’s National Real Estate Practice Invests in Upgrading Computer Lab for Denver’s Mercy Housing Historic Pullman Wheelworks Apartments
DENVER, Colo., Aug. 3, 2017 (SEND2PRESS NEWSWIRE) -- The National Real Estate Practice of EPIC Insurance Brokers and Consultants has contributed $32,000 to Mercy Housing Lakefront to upgrade the computer lab at the Pullman Wheelworks Apartments, offering residents state-of-the art online tools to advance their educational and career goals.
In Texas, Mid America Mortgage Promotes Kara Lamphere to Chief Operating Officer
ADDISON, Texas, Aug. 3, 2017 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today it has promoted former Chief Compliance Officer and Director of Correspondent Lending Kara Lamphere to Chief Operating Officer (COO).
EPIC Insurance adds Denise Walsh as Assistant General Counsel in New York
NEW YORK and SAN FRANCISCO, Calif., Aug. 2, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Denise Walsh has joined the firm as Vice President and Assistant General Counsel.
Altavera Mortgage Services COO Debora Aydelotte Recognized as a 2017 Woman of Influence
DENVER, Colo., Aug. 2, 2017 (SEND2PRESS NEWSWIRE) -- Altavera Mortgage Services (Altavera), a Computershare company and leading provider of outsourced residential mortgage origination services, today announced that Chief Operating Officer Debora Aydelotte has been named one of HousingWire magazine's 2017 Women of Influence.
Lori Brewer, founder of Macon GA-based LBA Ware Named to 2017 ‘Elite Women in Mortgage’ List
MACON, Ga., July 28, 2017 (SEND2PRESS NEWSWIRE) -- LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced that Founder and President Lori Brewer has been honored as one of Mortgage Professional America (MPA) magazine's 2017 "Elite Women in Mortgage."
FormFree’s Ann Fulmer Named a 2017 ‘Elite Woman in Mortgage’
ATHENS, Ga., July 27, 2017 (SEND2PRESS NEWSWIRE) -- FormFree(R) today announced that Chief Strategy and Industry Relations Officer Ann Fulmer is one of Mortgage Professional America (MPA) magazine's 2017 "Elite Women in Mortgage." Fulmer, who officially joined FormFree in May but has served the firm in an advisory capacity for several years, was recognized for her significant contributions to FormFree's staggering growth.
MPA Names Altavera Mortgage Services’ Jennifer Fountain a 2017 Elite Woman in Mortgage
DENVER, Colo., July 27, 2017 (SEND2PRESS NEWSWIRE) -- Altavera Mortgage Services (Altavera), a Computershare company and leading provider of outsourced residential mortgage origination services, today announced that Senior Vice President of Due Diligence Jennifer Fountain has been named one of Mortgage Professional America's 2017 Elite Women in Mortgage. Fountain was recognized as a distinguished expert in the areas of credit and underwriting policy, operations, due diligence, management and training.
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.
Long-Term Care Planning Easier if We Face Our Personal Concerns First, says ACSIA Partners
KIRKLAND, Wash., July 18, 2017 (SEND2PRESS NEWSWIRE) -- Last year the U.S. Department of Health & Human Services issued a report about Americans' concerns and actions related to long-term care (LTC), also referred to as long-term services and supports (LTSS). "The main takeaway was not the particulars of the responses, in our view," says Denise Gott, CEO of ACSIA Partners. "It was the fact that participants considered and faced the issues."
JenCap Holdings Acquires Special Risks Facilities Inc.
NEW YORK, N.Y. and STERLING HEIGHTS, Mich., July 17, 2017 (SEND2PRESS NEWSWIRE) -- JenCap Holdings LLC announced today that it has agreed to acquire privately held Special Risks Facilities, Inc., an MGA/contract binding authority and wholesale insurance brokerage firm based in Sterling Heights, Michigan with another office in Peoria, Arizona. Special Risks was formed in 1971 and has been led by Jack Klebba and Randy Kaszeta. Messrs.
ARMCO – ACES Risk Management Promotes COO Phil McCall to President
POMPANO BEACH, Fla., July 13, 2017 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software ACES Audit Technology(TM), announced that chief operating officer Phil McCall has been promoted to company president. In his new role, McCall will oversee all operations for the company, including the expansion of the company's award-winning ACES Audit Technology platform.
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.
IDS Inc. Expands eSign Room Customization Capabilities
SALT LAKE CITY, Utah, July 11, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has expanded the settings and capabilities of its eSign room within the idsDoc mortgage doc prep platform. These new features enable lenders to create a more seamless and unified eSign experience for borrowers.
Dallas Business Journal Names The Cooksey Team to ‘2017 Best Places to Work’
DALLAS, Texas, July 10, 2017 (SEND2PRESS NEWSWIRE) -- The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today it has been recognized by Dallas Business Journal as one of its "2017 Best Places to Work" in the Dallas-Fort Worth area. More than 500 companies submitted nominations, and only 100 companies were honored.
Two from EPIC Insurance Recognized Among 30 Most Influential Women in Benefit Advising
MAHWAH, N.J., June 28, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Susan L. Combs and Senior Vice President Suzanne McGarey have been recognized among Employee Benefit Adviser's "2017 Most Influential Women in Benefit Advising."
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.
Guaranteed Rate Inc. Adopts Automated Asset Verification from AccountChek by FormFree, Reduces Time to Close
ATLANTA, Ga., June 27, 2017 (SEND2PRESS NEWSWIRE) -- FormFree(R) today announced that Guaranteed Rate, Inc. ("Guaranteed Rate"), one of the nation's largest independent retail mortgage companies, has selected AccountChek(R) by FormFree for automated asset verification.
Introducing Ohio-based Luma Wealth Advisors – Understanding Women’s Wealth Needs
CLEVELAND, Ohio, June 26, 2017 (SEND2PRESS NEWSWIRE) -- Is there a benefit to having a financial advisor focused on women? For many women, the answer is probably "yes" and the recently launched Luma Wealth Advisors is ready to meet their planning needs.
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.
Working Americans Aren’t Signing Up for Long-Term Care Insurance, ‘But They Will, Where They Work,’ says James Dettman of ACSIA Partners
KIRKLAND, Wash., June 19, 2017 (SEND2PRESS NEWSWIRE) -- James Dettman, a veteran of the insurance and employee benefits industries, has joined ACSIA Partners, one of America's largest long-term care insurance agencies. He will serve as one of four Worksite Sales Directors.
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.
Simplifile’s Paul Clifford Receives 2017 Innovation Award from October Research
PROVO, Utah, June 12, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced that Paul Clifford, president, was recognized with the 2017 October Research Award for Innovation for his leadership in establishing Simplifile's e-recording network, along with other achievements in support of the title industry.
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.
EPIC Insurance Presents CSRA SHRM Strategic Session for HR in Augusta, Georgia
SAN FRANCISCO, Calif. and ATLANTA, Ga., June 5, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it will host the CSRA SHRM (Society for Human Resource Management) Mini Conference on Thursday, June 8 from 7:30 a.m.-1:30 p.m. at The Legends Club in Augusta, Georgia.
FormFree Promotes Douglas Brewer to Director, Enterprise Architecture
ATLANTA, Ga., June 1, 2017 (SEND2PRESS NEWSWIRE) -- FormFree today announced the appointment of senior software developer Douglas Brewer to the role of director of enterprise architecture. Brewer, who first joined FormFree in 2014, will be responsible for managing the retention and growth of FormFree's software development team, overseeing enterprise software design and ensuring the quality and timely delivery of software updates.
Hurricane Season Travel Insurance Advisory for Summer 2017: Protect Investment In This Above Average Storm Year
NEW YORK, N.Y., June 1, 2017 (SEND2PRESS NEWSWIRE) -- Today marks the official kickoff of hurricane season, just when the travel season is picking up across the country, and TravelInsurance.com is taking the time to remind travelers the importance of protecting their investments. Protection may be even more critical this year, as the National Oceanic Atmospheric Administration (NOAA) is predicting a higher-than-average number of named storms, with anywhere from 11 to 17 expected to hit.
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.
Ask the LTC Experts: ACSIA Partners Offers Decision Funnel for Quick, Easy Long-Term Care Choices
KIRKLAND, Wash., May 31, 2017 (SEND2PRESS NEWSWIRE) -- Many Americans spend hours investigating long-term care options online, only to come away confused and dispirited. Now there's another way to go. It's a by-phone Decision Funnel designed to cut through the complexity. Offered by ACSIA Partners, the service will be delivered by real human specialists, not phone robots.
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).
First eClosing Transaction in North Carolina: Mid America Mortgage Purchases eNote
ADDISON, Texas, May 25, 2017 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today it has purchased the eNote from North Carolina's first eMortgage transaction. The transaction, which was completed entirely electronically on May 5, was a refinance for a property in Winston-Salem and was executed by Hickory-based North State Bank. Upon completion of the closing, Mid America was able to purchase the resulting eNote within one business day after receiving the final loan package.
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.
Ann Fulmer Joins FormFree in Atlanta as Chief Strategy Officer
ATLANTA, Ga., May 23, 2017 (SEND2PRESS NEWSWIRE) -- FormFree(R) today announced that it has hired mortgage loan quality subject matter expert and analyst Ann Fulmer as its chief strategy and industry relations officer. FormFree's flagship product, AccountChek(R), is an asset verification app that streamlines the loan underwriting process for both borrowers and lenders, resulting in higher borrower satisfaction and shaving more than a week off the time it takes to close a loan.
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.
IDS Inc. Receives Certification from Fannie Mae, Freddie Mac for Its UCD XML File
SALT LAKE CITY, Utah, May 19, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced its Uniform Closing Dataset (UCD) XML file has been certified to meet all UCD requirements by both Fannie Mae and Freddie Mac ahead of the GSE's September 25 deadline for UCD delivery. To have its UCD XML file certified by the GSEs, IDS underwent an extensive testing process to ensure the dataset was delivered in a GSE-acceptable format.
DocMagic Total eClose Solution Facilitates First North Carolina State Sponsored eClosing
TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the mortgage industry's leading provider of document production, automated compliance and comprehensive eMortgage services, announced that it completed North Carolina's first 100 percent paperless eClosing. The DocMagic-driven eClosing was completed on Friday, May 5th at North State Bank and was carried out in the presence of borrowers Jason and Karen Boccardi, the North Carolina Secretary of State, a closing paralegal, an eNotary, and members of the media who documented the historical event.
AccountChek by FormFree Holdings Automates Asset Verification for Users of Black Knight Financial Services’ LoanSphere Empower
ATLANTA, Ga., May 16, 2017 (SEND2PRESS NEWSWIRE) -- FormFree(R) today announced the direct integration of its AccountChek(R) automated asset verification service with the LoanSphere(R) Empower(R) loan origination system (LOS) offered by Black Knight Financial Services, a leading provider of integrated technology, data and analytics to the mortgage and real estate industries.
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.
EPIC Insurance’s Carl Pilger to Present at ‘The First 100 Days’ Compliance Seminar in Atlanta
ATLANTA, Ga., May 3, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of Employee Benefits Compliance Carl Pilger will present at "The First 100 Days: What the New Administration Means For Benefits, Taxes and Employment Compliance" seminar on Tuesday, May 9 at 7:30 a.m. at the Buckhead Club in Atlanta, Georgia.
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.
Mid America Mortgage Purchases $2.7B in Mortgage Servicing Rights for Government Loans
ADDISON, Texas, April 27, 2017 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today it has acquired the mortgage servicing rights (MSRs) for $2.7 billion in government loans. The portfolio includes a number of delinquent VA- and FHA-insured loans.
