Tag: finance
The Cooksey Team Founder Michael Cooksey Named a Mortgage Industry ‘Insider’ for 2017
DALLAS, Texas, Sept. 1, 2017 (SEND2PRESS NEWSWIRE) -- The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today that its founder Michael Cooksey has been honored by housing industry trade magazine HousingWire (HW) as one of its "2017 Insiders."
ReverseVision’s Jason Price Honored with HousingWire Insiders Award
SAN DIEGO, Calif., Sept. 1, 2017 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Product Manager Jason Price has been named to HousingWire's 2017 "Insiders Award" list.
HousingWire Honors Claire Weber of FormFree with 2017 Insiders Award
ATHENS, Ga., Sept. 1, 2017 (SEND2PRESS NEWSWIRE) -- FormFree today announced that Senior Director of Business Operations Claire Weber is a recipient of HousingWire's 2017 Insiders Award, a recognition honoring the unsung heroes behind leading companies in the housing industry.
Florida-based ARMCO’s Sharon Reichhardt Wins HousingWire’s 2017 Insiders Award
POMPANO BEACH, Fla., Sept. 1, 2017 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software ACES Audit Technology(TM), announced that Sharon Reichhardt, the company's director of client services, has been awarded placement on HousingWire Insiders list for 2017.
‘Buzzworthy’ Mortgage Podcast Hosted by FormFree’s Ann Fulmer Delivers Industry Analysis for the Busy Exec
ATHENS, Ga., Aug. 30, 2017 (SEND2PRESS NEWSWIRE) -- FormFree today announced the launch of "Buzzworthy," a new podcast hosted by loan quality expert Ann Fulmer and presented in MBA Insights. Buzzworthy delivers unbiased analysis of developing mortgage industry news, market trends and regulatory updates in five minutes or less.
Oracle ERP Lease Accounting User Webinar to be Hosted by LeaseAccelerator
RESTON, Va., Aug. 29, 2017 (SEND2PRESS NEWSWIRE) -- LeaseAccelerator announced today that it will be hosting an educational webinar on lease accounting for Oracle ERP users seeking to implement a solution for 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.
EPIC Insurance Brokers’ Chuck Simpson to Present at Gulf Coast Safety and Training Group Meeting
BIRMINGHAM, Ala., Aug. 28, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Senior Risk Control Consultant Chuck Simpson will present at the Gulf Coast Safety and Training Group (GCS&TG) Meeting on Sept. 8, 2017 at the Lafayette Petroleum Club in Lafayette, Louisiana.
Intelligent Fiscal Optimal Solutions Awarded $4.9M DOL Budget Execution Support Services Contract
COLUMBIA, Md., Aug. 25, 2017 (SEND2PRESS NEWSWIRE) -- Intelligent Fiscal Optimal Solutions(R) (iFOS) Managing Consultants, LLC is pleased to announce the notification of a $4.9M, multi-year contract award to provide Budget Execution Support Services to the U.S. Department of Labor (DOL), Office of the Chief Financial Officer (OCFO) located in Washington, D.C. The contract was awarded under iFOS' General Services Administration (GSA) Professional Support Services (PSS) Schedule GS-23F-0102X.
At its Summer Conference, The Mortgage Collaborative Eclipses Industry with Lender-Focused Initiatives
NASHVILLE, Tenn., Aug. 23, 2017 (SEND2PRESS NEWSWIRE) -- In the shadow of the first full solar eclipse in 38 years in the continental United States, The Mortgage Collaborative (TMC) held its largest conference to date with nearly 300 members and vendor partners in attendance. TMC has extended its significant membership growth with 20 new members joining the cooperative since its 2017 Winter Conference less than six months ago.
Trudi Barton Joins The Capacity Group – an EPIC Company’s Mahwah, New Jersey Team
MAHWAH, N.J. and SAN FRANCISCO, Calif., Aug. 23, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Trudi Barton has joined the firm in Mahwah, New Jersey as part of The Capacity Group - an EPIC Company.
EPIC Insurance Brokers’ Jamie Chambers to Present at 2017 SHRM-Atlanta Symposium on HR Tech
DULUTH, Ga. and SAN FRANCISCO, Calif., Aug. 18, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of HR Technology Solutions Jamie Chambers will present at the 2017 SHRM-Atlanta Symposium on Tuesday, Aug. 22 at 3 p.m. at the Infinite Energy Center in Duluth, Ga.
National Mortgage Professional Names OpenClose President JP Kelly to Annual ‘Top 50 Most Connected Mortgage Professionals’ List
WEST PALM BEACH, Fla., Aug. 17, 2017 (SEND2PRESS NEWSWIRE) -- OpenClose, a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced that its president, JP Kelly, has been awarded the 'Top 50 Most Connected Mortgage Professionals' distinction for 2017 by National Mortgage Professional (NMP) magazine.
New Employee Wellness Center for the City of Atlanta Launches with Help from EPIC Insurance
ATLANTA, Ga. and SAN FRANCISCO, Calif., Aug. 16, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC client the City of Atlanta recently celebrated the grand opening of a new Wellness Center for city employees. This 12,000-square foot facility is located in the City Plaza building across from Atlanta's City Hall.
Longevity Alert: As the USA Ages, Long-Term Care Costs Could Overwhelm Most Families, say ACSIA Partners
KIRKLAND, Wash., Aug. 14, 2017 (SEND2PRESS NEWSWIRE) -- The number of Americans age 65 and older is on track to double -- from 46 million now to over 98 million in 2060, when today's 20-somethings will be turning 65. At that time the 65-plus age group's share of the population will have jumped to 24-percent from 15-percent today. "Think of it," says Denise Gott, CEO of ACSIA Partners, "one in four of us will be in the older group, at high risk of needing long-term care."
FormFree Names Patricia ‘Patty’ Pinckney Senior Director of Marketing
ATHENS, Ga., Aug. 10, 2017 (SEND2PRESS NEWSWIRE) -- FormFree has hired brand strategist and marketing expert Patricia "Patty" Ramirez Pinckney as senior director of marketing. In this role, Pinckney will drive planning and implementation of FormFree's marketing campaigns, govern its strategic positioning within the mortgage industry and manage the firm's brand.
Simplifile and Title Guaranty Complete the First-Ever E-recording of a Hawaii Land Court Document
PROVO, Utah and HONOLULU, Hawaii, Aug. 9, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Title Guaranty has completed the first-ever e-recording of a Land Court document in the state of Hawaii using Simplifile's E-recording service. The document, a mortgage, was submitted into the public record on July 26 in a process that took only minutes.
Mid America Mortgage COO Kara Lamphere Recognized as a 2017 Leading Female Mortgage Professional
ADDISON, Texas, Aug. 7, 2017 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) announced today that Chief Operating Officer (COO) Kara Lamphere has been honored by two mortgage industry media outlets for her contributions to both Mid America and the industry at large.
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.
