Tag: finance
Record Attendance Expected at 101st Annual Texas Mortgage Bankers Association Convention
AUSTIN, Texas, March 13, 2017 (SEND2PRESS NEWSWIRE) -- The Texas Mortgage Bankers Association (TMBA) announced today the location and dates of its 101st Annual Convention. This year's conference - "Defining Our Future" - will be held at the Hyatt Regency Hill Country Resort and Spa in San Antonio, Texas on May 21 - 23, 2017.
TravelInsurance.com Research Suggests Comparing Travel Insurance Coverage is Easy Way to Save Money, Improve Protection
NEW YORK, N.Y., March 13, 2017 (SEND2PRESS NEWSWIRE) -- Travel insurance should be an essential part of your vacation planning. Yet after hours spent researching destinations, air travel and hotel rates it's too often an afterthought; a "take-it-or-leave-it" click during checkout on one of the major travel sites. Research conducted by travel insurance comparison site TravelInsurance.com shows that consumers can greatly expand their options.
Florida’s OpenClose Named a 2017 Top 100 Mortgage Employer by NMP
WEST PALM BEACH, Fla., March 9, 2017 (SEND2PRESS NEWSWIRE) -- OpenClose, a multi-channel loan origination system (LOS) mortgage software provider, announced that it earned a spot on National Mortgage Professional magazine's (NMP) annual Top 100 Mortgage Employers list for 2017.
International Document Services (IDS) Achieves Sustained Mortgage Document Preparation Growth in 2016
SALT LAKE CITY, Utah, March 9, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has achieved another year of sustained growth, increasing its total document volume by 55 percent over 2015. IDS also experienced a 43 percent increase in initial disclosure volume and a 73 percent increase in the use of its E-Signature technology. The company also acquired eMortgage vendor Encomia in September.
LevelFunded Health Selected for Insurtech Program by Silicon Valley Venture Group, Plug and Play
BOCA RATON, Fla., March 8, 2017 (SEND2PRESS NEWSWIRE) -- LevelFunded Health is excited to announce that it was recently selected as one of the new top innovative insurance businesses by one of Silicon Valley's most active venture group, Plug and Play. The 12-week program connects promising start-ups, early and growth stage companies, to some of the world's largest insurance corporations.
Simplifile Announces Collaboration with Ellie Mae for Encompass Mortgage Management Solution
PROVO, Utah, Mar. 6, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced that its Collaboration and Post Closing services will be available this month through Ellie Mae's Encompass(r) all-in-one mortgage management solution.
Simplifile Recognized as 2017 HousingWire TECH100 Winner – Second Year Running
PROVO, Utah, March 2, 2017 (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 selected for HousingWire's HW TECH100(TM) list of the most innovative technology companies in housing for the second year in a row.
LBA Ware Included on 2017 HW TECH100 – Third Consecutive Year Honored
MACON, Ga., March 1, 2017 (SEND2PRESS NEWSWIRE) -- LBA Ware(TM), a leading provider of automated compensation software and system integration solutions, announced that it has been named to the 2017 HW TECH100(TM) list published by housing industry trade magazine HousingWire. This is the third consecutive year LBA Ware has been included on the HW TECH100.
Maxwell Financial Labs Recognized with 2017 HousingWire HW TECH100 Award
DENVER, Colo., March 1, 2017 (SEND2PRESS NEWSWIRE) -- Maxwell, the emerging leader of digital mortgage automation software, announced today that it has been recognized as one of HousingWire's TECH100(TM) for 2017. Maxwell empowers mortgage lenders to be more connected, productive and successful by intelligently automating their workflow with homebuyers and real estate agents. (Press Release)
ARMCO’s Mortgage QC Industry Trends Report for Q3/16 Reveals Both Increases and Decreases in Key Areas of Loan Defects
POMPANO BEACH, Fla., March 1, 2017 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced that it has released its ARMCO Mortgage QC Industry Trends report for the third quarter of 2016. Using the Fannie Mae loan defect taxonomy, the report analyzes post-closing quality control data from loan files and findings captured by the ACES Analytics benchmarking system. (Press Release.)
EPIC adds Southeast Region Employee Benefits Consultant Richard Duhe in Atlanta
ATLANTA, Ga., Feb. 27, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Richard Duhe has joined the firm's Southeast Employee Benefits Consulting Practice in Atlanta as a Benefits Consultant and Director of EPIC MobileEZ(TM).
Two-Thirds of Large Companies Finding 2017 Lease Accounting Standards More Complex than Anticipated
GREAT FALLS, Va., Feb. 27, 2017 (SEND2PRESS NEWSWIRE) -- LeaseAccelerator, the leader in Enterprise Lease Accounting Software, announced the results of a Progress Report study gauging the readiness of large companies to support the new lease accounting standards (ASC 842) one year after their initial publication. The research study, conducted earlier this month, surveyed over 250 respondents in the accounting and finance functions at large public and private US-based corporations.
LTCi Leader ACSIA Partners Raises $15,220 to Help ‘Kill the Wicked Witch of Alzheimer’s’
SEATTLE, Wash., Feb. 23, 2017 (SEND2PRESS NEWSWIRE) -- A colorful event brightened a long-term care convention on January 14 at the Sheraton Seattle Hotel. Over 100 participants wore purple capes as "wizards" to help "kill the wicked witch of Alzheimer's," the mind-robbing disease that afflicts millions. Their company, ACSIA Partners, is one of America's largest long-term care insurance agencies.
Global DMS Welcomes Industry Veteran Julie Bussey as a Director of National Accounts
LANSDALE, Pa., Feb. 23, 2017 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of cloud-based compliant valuation management software, announced that Julie Bussey has joined the company as national accounts director. In this businesses development position, she will play an instrumental role in introducing Global DMS' suite of automated valuation management technology solutions to the mortgage lending industry.
Philip Stevens joins Connecticut-based Optima Group Inc. as Director
FAIRFIELD, Conn., Feb. 23, 2017 (SEND2PRESS NEWSWIRE) -- Philip C. Stevens has joined Optima Group, Inc. as Director, with responsibility for helping the firm's clients achieve their goals through the development of business and marketing strategies as well as the deployment of communications initiatives. A seasoned executive from the financial services and insurance industries, Philip was most recently with Pappas MacDonnell, Inc., where he worked with a variety of clients in banking, investment management, insurance and business services.
ARMCO Named One of America’s ‘Top Mortgage Companies to Work For’ by NMP Magazine
POMPANO BEACH, Fla., Feb. 21, 2017 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced that it earned a spot on National Mortgage Professional magazine's (NMP) annual Top 100 Mortgage Employers list for 2017.
National Mortgage Professional Names Global DMS as a 2017 Top Mortgage Company to Work For
LANSDALE, Pa., Feb. 16, 2017 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of cloud-based compliant valuation management software, announced that it was named to National Mortgage Professional (NMP) magazine's annual "Top 100 Mortgage Employers" list for 2017.
IDS Inc. Updates Borrower Data Collection Fields, Supports MISMO 3.4 for HMDA Compliance
SALT LAKE CITY, Utah, Feb. 16, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has updated its flagship mortgage doc prep platform idsDoc to include new borrower data collection fields that support compliance with the 2018 changes to Home Mortgage Disclosure Act (HMDA) reporting.
Quandis Court Connect, QCC, integrated with KMCIS CaseAware Case Management System
GRAPEVINE, Texas, Feb. 15, 2017 (SEND2PRESS NEWSWIRE) -- MBA National Mortgage Servicing Conference & Exposition - Quandis, Inc., a leading default management mortgage technology provider, announced at the MBA's yearly servicing conference being held at the Gaylord Texas Hotel that it has seamlessly integrated its court case search solution, dubbed Quandis Court Connect (QCC), with KMC Information Systems, L.C.'s (KMCIS) CaseAware(R) case management system (CMS) for law firms.
ARMCO Adds New Capabilities to its ACES Audit Technology, will demo at MBA National Mortgage Servicing Conference
GRAPEVINE, Texas, Feb. 14, 2017 (SEND2PRESS NEWSWIRE) -- MBA National Mortgage Servicing Conference & Exposition - ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced at the MBA's annual servicing conference being held at the Gaylord Texan Hotel, that it has added to and enhanced business user-friendly configuration functionality to its award-winning ACES Audit Technology(TM) solution.
Simplifile E-recording Network Gains 43 New Counties and Parishes across Southern and Midwestern United States
PROVO, Utah, Feb. 9, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced it has added 43 counties and parishes across the Southern and Midwestern United States to its e-recording network. All of the counties, which span 18 states, joined Simplifile's network in the last quarter of 2016 or first quarter of 2017, with most signing on in just the last two months.
OpenClose and Global DMS Jointly Announce Integration of Their Platforms
LANSDALE, Pa. and WEST PALM BEACH, Fla., Feb. 7, 2017 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of cloud-based compliant valuation management solutions, and OpenClose, a comprehensive mortgage software solutions provider, jointly announced that they completed a seamless, bi-directional interface between Global DMS' eTrac Enterprise valuation management platform and OpenClose's LenderAssist(TM) loan origination system (LOS). The new integration eliminates manual touch points, reduces costs and ensures appraisal compliance.
FormFree Voted Among ‘Best in Show’ at Digital Mortgage Conference in San Francisco
ATLANTA, Ga., Jan. 30, 2017 (SEND2PRESS NEWSWIRE) -- FormFree today announced it was selected as one of the top demos of the inaugural Digital Mortgage Conference, presented by National Mortgage News and held December 8-9, 2016, in San Francisco.
Simplifile Clocks 11.9 Million E-recording Transactions in 2016, Sets Sights on Innovation in 2017
PROVO, Utah, Jan. 24, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced its strategic priorities for 2017 along with year-end data summarizing the organization's last 12 months of growth. Following steady adoption of its e-recording platform by county recording offices in 2016, Simplifile will focus in 2017 on expanding its network of settlement agent users and introducing enhancements to its online collaboration platform for settlement service providers.
EPIC Now Ranked 26 Among World’s Largest Commercial Insurance Brokers
SAN FRANCISCO, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been ranked #26 among the world's top insurance brokers in Finaccord's "Global Insurance Broking: A Strategic Review of the World's Top 150 Commercial Non-Life Insurance Brokers."
The Pension Inspector Release 10 from AtPrime Media Services offers ERISA PLUS Feature
NEW YORK, N.Y., Jan. 19, 2017 (SEND2PRESS NEWSWIRE) -- Pension Inspector(R) one of the leading internet research data mining solutions from AtPrime Media Services, online since 2007, announces Pension Inspector Release 10.0, which ushers in a new dimension in ERISA* Retirement Plan Transparency with "ERISA PLUS."
Simplifile Integrates Collaboration, Post Closing Services with LendingQB Loan Origination Software
PROVO, Utah, Jan. 18, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document and data collaboration and recording technologies for lenders, settlement agents, and counties, today announced the integration of its Collaboration and Post Closing services with LendingQB, a provider of 100 percent web browser-based, end-to-end mortgage loan origination software.
Simplifile Collaboration Service selected by Freedom Mortgage Wholesale Division
PROVO, Utah, Jan. 10, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Freedom Mortgage has begun using the Simplifile Collaboration service in its wholesale division to quickly and easily exchange data with its settlement partners.
Four New Counties Adopt Simplifile SaaS as Wyoming Authorizes E-recording Statewide
PROVO, Utah, Jan. 5, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that four new Wyoming counties have joined Simplifile's e-recording network following the January 1 passage of a law authorizing e-recording statewide.
Non-profit Forum 2017 Dates Announced by Financial Technologies and Management (FTM)
INDIANAPOLIS, Ind., Dec. 20, 2016 (SEND2PRESS NEWSWIRE) -- Financial Technologies & Management (FTM) has released the dates and agenda for 2017 Nonprofit Forum monthly online event for nonprofit organizations. Jim Simpson, CPA will host each forum. Mr. Simpson is a nonprofit financial leader and trainer, CFO, Controller, and software advisor for over 25 years.
To Reinvent Mortgage Experience, Maxwell Financial Labs Announces $1.95M in Funding
DENVER, Colo., Dec. 14, 2016 (SEND2PRESS NEWSWIRE) -- Maxwell Financial Labs, Inc. announced today it had secured $1.95M in funding, with anchor investors MATH Venture Partners, Techstars Ventures, Zelkova Ventures and Sovereign's Capital. The funding follows on the heels of Maxwell's commercial launch on August 16.
Appraiser Dashboard Shortens Appraisal Turnaround Times for Lenders and Appraisal Management Companies
SEATTLE, Wash., Dec. 13, 2016 (SEND2PRESS NEWSWIRE) -- Appraiser Dashboard, a provider appraisal technology, has announced the launch of its namesake appraisal workflow and networking technology. Appraiser Dashboard is the industry's first appraiser-facing technology that automatically informs AMCs (appraisal management companies) and lenders each time the appraiser user takes action in the appraisal process.
JenCap Holdings LLC Acquires NIF Group Inc.
NEW YORK, N.Y., Dec. 7, 2016 (SEND2PRESS NEWSWIRE) -- JenCap Holdings LLC announced today that it has agreed to acquire privately held NIF Group, Inc. (NIF), a managing general agency, program administrator and wholesale insurance broker based in Manhasset, New York, with six offices located on the east and west coasts of the United Sates.
TRID Defects Down Slightly in 2016-Q2 ARMCO Mortgage QC Industry Trends Report
POMPANO BEACH, Fla., Dec. 1, 2016 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced it has released its ARMCO Mortgage QC Industry Trends report, covering the second quarter of 2016. Using the Fannie Mae loan defect taxonomy, the report details the analysis of post-closing quality control data from loan files and findings captured by the ACES Analytics benchmarking system.
Nationwide Appraisal Network Hires Monica Bankus as VP of Operations
OLDSMAR, Fla., Dec. 1, 2016 (SEND2PRESS NEWSWIRE) -- Nationwide Appraisal Network (NAN), an innovative, women-owned, industry-leading appraisal management company with true national coverage, announced today that Monica Bankus has joined the company and will serve as VP of Operations. In that role, she will lead a team that will employ proprietary, groundbreaking technology, enhanced workflow and processes, improved communication with appraisers and lenders - and establish a new Platinum Standard for customer experience at NAN, a standard that with time the mortgage industry might attempt to adopt as its own.
WSAC Selects Regent Education to Automate its WASFA Process for DREAMers
FREDERICK, Md., Nov. 30, 2016 (SEND2PRESS NEWSWIRE) -- The Washington Student Achievement Council (WSAC) has selected Regent Education's Electronic Application for State Financial Aid (e-ASFA) to automate its Washington Application for State Financial Aid (WASFA) process for all participating schools within the state of Washington. For students who are ineligible for federal financial aid due to immigration status, the WASFA provides a chance to apply for state financial aid including: State Need Grant, the College Bound Scholarship, State Work Study and the Passport to College Promise Scholarship.
Rate Reset Chooses AccountChek by FormFree for Automated Verification of Borrower Repay Ability
ATLANTA, Ga., Nov. 29, 2016 (SEND2PRESS NEWSWIRE) -- FormFree today announced that Rate Reset, the world leader in automated loan retention and acquisition software, has selected AccountChek(TM) by FormFree as its technology provider for automated asset verification. AccountChek helps financial institutions determine in just seconds the ability of customers to pay back loans, without the hassle of collecting bank statements or other asset documents.
MetaSource Promotes John Nixon to Chief Revenue Officer (CRO)
SALT LAKE CITY, Utah, Nov. 29, 2016 (SEND2PRESS NEWSWIRE) -- MetaSource, the leading provider of mortgage quality control (QC) compliance advisory and workflow automation solutions, announced it has promoted John Nixon to Chief Revenue Officer (CRO). In this new role, Nixon will be responsible for the alignment of all resources dedicated to demand creation for business development, strategic account management and marketing to foster growth to continue MetaSource's success.
New Global DMS ‘Global Delivery’ Solution Automates Compliant Delivery of Hard Copy Appraisals to Borrowers
LANSDALE, Pa., Nov. 28, 2016 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of web-based compliant valuation management software, announced that it has launched Global Delivery(TM), an alternative to the traditional way appraisal documents are prepared, packaged and compliantly provided to borrowers by way of printed appraisals sent via U.S. mail. The result is near removal of human involved tasks, operational disruption, a reduction of costs and a more efficient process for mailing appraisals.
PitBullTax Software Launches Stand-Alone Transcripts Delivery and Tax Reporting Product
CORAL SPRINGS, Fla., Oct. 26, 2016 (SEND2PRESS NEWSWIRE) -- PitBullTax Software, the industry leader in IRS Tax Resolution software, is excited to announce that it's unveiling a new flagship product - PitBullTax Transcripts - a stand-alone IRS Transcripts Delivery and Reporting software. The product will launch at the National Conference of Bankruptcy Judges in San Francisco from October 26-29; it's sure to create some buzz.
The Mortgage Collaborative Adds 12 New Lender Members for Q4/2016
SAN DIEGO, Calif. /California Newswire/ -- The Mortgage Collaborative, the nation's only independent mortgage lending cooperative, recently added twelve new lenders to their national network of originating members, proclaimed The Collaborative's EVP of National Sales & Strategic Alliances, Rich Swerbinsky.
Regent Education Announces Version 3.5 of Regent 8 with Full Support for Prior-Prior Year and Significant Enhancements
FREDERICK, Md., Oct. 4, 2016 (SEND2PRESS NEWSWIRE) -- Regent Education recently has enhanced the functionality of its Regent 8 Financial Aid Management Solution with the upgrade to Release 3.5. This release provides support for the 2017-2018 Prior-Prior Year (PPY) ISIR processing, development of select overrides and data view capabilities, and State fund application processing and submission of e-ASFA (similar to the FAFSA).
HousingWire Honors Jody Collup with Inaugural 2016 ‘Insiders Award’
LANSDALE, Pa., Oct. 3, 2016 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of web-based compliant valuation management software, announced that HousingWire honored its vice president of marketing, Jody Collup, with the magazine's inaugural Insiders Award. HousingWire created the new award to recognize unsung heroes who are the cornerstone of every great company, whether in lending, servicing, investing or real estate.
Pay for Your Long-Term Care Insurance with Health Savings Account, ACSIA Partners Suggests
KIRKLAND, Wash., Aug. 29, 2016 (SEND2PRESS NEWSWIRE) -- Many Americans realize they need long-term care insurance, but balk at the premiums. "Now there's an easy way to pay," says Denise Gott, CEO of ACSIA Partners. "Just use some of the money that's already in your Health Savings Account."
AccountChek by FormFree Chosen by Mortgage Financial Services to Expedite Home Loan Process Through Automated Account Verification
ATLANTA, Ga., Aug. 25, 2016 (SEND2PRESS NEWSWIRE) -- FormFree Holdings Corp. (FormFree), a provider of automated verification software, today announced that Mortgage Financial Services has selected AccountChek(TM) to automate borrower asset review for an easier, faster home loan application process.
Mid America Mortgage Plans to Purchase eNotes through Its Correspondent Channel
ADDISON, Texas, Aug. 25, 2016 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode today announced it will purchase eNotes for loans closed electronically from approved sellers through its correspondent lending channel.
Utah-based Simplifile Expands its E-recording Network to Another 9 SE Counties, 14 MW Counties
PROVO, Utah -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced it has added nine Southeast county recording offices and 14 Midwest county recording offices to its e-recording network. The new counties are located in Georgia, Florida, Illinois, Michigan, Missouri, North Carolina, Nebraska, Ohio, Tennessee, and Wisconsin.
Florida’s ARMCO Hires Mortgage Industry Veteran Dan Thoms as Chief Revenue Officer
POMPANO BEACH, Fla. -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced it has hired Dan Thoms as Chief Revenue Officer. Thoms possesses a deep background in the mortgage industry, having served in executive capacities for almost 20 years.
ReverseVision Celebrates Major Upgrades to ReverseVision Sales Accelerator (RVSA) Reverse Mortgage Origination Tool with ‘Closed-Loan Challenge’
SAN DIEGO, Calif., July 7, 2016 (SEND2PRESS NEWSWIRE) -- ReverseVision today announced the release of key updates to ReverseVision Sales Accelerator (RVSA), a web-based loan origination tool specifically designed to assist loan officers with the sale of reverse mortgages. ReverseVision will celebrate the release with a "Closed-Loan Challenge" for loan officers who convert RVSA contacts into closed loans in ReverseVision Exchange (RVX) loan origination system (LOS) on or before October 31, 2016.
Simplifile Staffs Up to Support Mortgage Lender Initiatives
PROVO, Utah, June 28, 2016 (SEND2PRESS NEWSWIRE) -- Simplifile, a leader in electronic document and data workflow technology for lenders, settlement agents and counties, announced it has made several new hires in order to better support its mortgage lending clients and product lines.
