Tag: finance

DENVER, Colo., Jan. 28, 2021 (SEND2PRESS NEWSWIRE) -- ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced it has selected Amanda Phillips as executive vice president of compliance.

PORTLAND, Ore., Jan. 27, 2021 (SEND2PRESS NEWSWIRE) -- Commercial real estate and private equity investment firm Fairway America has chosen Pereview Software to support its growing portfolio. Pereview is the only all-in-one asset management platform that manages all of a client's data across the entire asset lifecycle from acquisition to disposition.

SAN DIEGO, Calif. /California Newswire/ -- With only 20 days left before CA tax laws change, imposing limitations on property tax relief - property tax reduction firm Paramount Property Tax Appeal is ushering in the New Year with a free New Years evaluation for California families, affluent homeowners and all types of business property owners - to determine what steps to take to lower their property tax bill.

SAN DIEGO, Calif. /California Newswire/ -- MCT® announced that David Burress has joined the company in the position of MSR Sales Director, directly addressing the increase in market demand for MCT's MSR products. The hiring of Mr. Burruss ensures MCT can continue serving the needs of their MSR clients.

DENVER, Colo., Jan. 14, 2021 (SEND2PRESS NEWSWIRE) -- ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the latest results of its ACES CARES philanthropic campaign and matching gift program.

ATLANTA, Ga., Jan. 14, 2021 (SEND2PRESS NEWSWIRE) -- Alliance Group, a national insurance marketing organization (IMO), announced Monday that Samuel Howe has been tapped to succeed Lee Duncan as its Chief Marketing Officer, effective immediately. Duncan had previously occupied the CMO role before his own promotion to President and CEO back in November.

TAIPEI and ATLANTA, Ga., Jan. 13, 2021 (SEND2PRESS NEWSWIRE) -- Nocera, Inc. (OTC:NCRA) ("Company") today announced that it has formally signed Variable Interest Entity ("VIE") agreements with Xin Feng Construction Co. Ltd., (XFC) a Taiwan construction firm, and Shunda Feed Co., Ltd., (SFC) a Taiwan aquaculture feed firm resulting in 100% controlling interest in both companies.

NEW YORK, N.Y., Jan. 12, 2021 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm.

NEW YORK, N.Y., Jan. 8, 2021 (SEND2PRESS NEWSWIRE) -- DDK & Company, LLP, an accounting, tax, and consulting firm, announced on January 1 that Sze Man Tam has been promoted to Partner. In her new role, Sze will be leading DDK's Audit department, helping clients grow and improve their businesses, and developing DDK's next generation.

BELLEVUE, Wash., Jan. 7, 2021 (SEND2PRESS NEWSWIRE) -- Agent Review which serves insurance agents and those needing insurance, announces the creation of the Technology Awareness series. These informational alerts can make agents significantly more valuable to their clients, according to Bryan Foos, Agent Review's Operations Manager.

GRAND RAPIDS, Mich., Jan. 7, 2021 (SEND2PRESS NEWSWIRE) -- Does the Recently Passed COVID Relief Bill Threaten Your Retirement? According to Dennis Tubbergen, a partner with Retirement Lifestyle Advocates, that question is not as crazy as you may be thinking it is.

HOUSTON, Texas, Dec. 18, 2020 (SEND2PRESS NEWSWIRE) -- Arroyo Energy Investors, the Houston-based, independent infrastructure investment firm with a footprint in North and Latin America, today announced it closed three large refinancings totaling $821 million during the COVID-19 pandemic.

SAN DIEGO, Calif. /California Newswire/ -- Now that California Proposition 19 has passed, Wes Nichols, president of Paramount Property Tax Appeal Service in San Diego has decided to offer a free evaluation to affluent families, business property owners and homeowners who are transferring property to heirs or simply wish to lower their property taxes, or appeal their tax bill.

DENVER, Colo., Dec. 16, 2020 (SEND2PRESS NEWSWIRE) -- ACES Quality Management (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the release of its quarterly ACES Mortgage QC Trends Report covering the second quarter (Q2) of 2020.

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that Leah Sommerville, 33, a senior account executive on DocMagic's eClosing team, earned a spot on this year's Top 40 Under 40 award list provided by National Mortgage Professional (NMP) magazine.

LOS ANGELES, Calif. /California Newswire/ -- Tapcheck, a simple and easy-to-integrate financial wellness benefit that allows employers to give employees the ability to access their earned wages before payday, announces today that it is now a partner on the isolved Integration Marketplace.

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, debuted upgraded MCTlive! Pool Optimizer functionality at its MCT Exchange client conference last month. The technology enables secondary marketing managers to use actual cash window execution for optimization on each individual loan rather than using a dealer survey for spec pay-ups.

SAN FRANCISCO, Calif. /California Newswire/ -- Galway Insurance Holdings ("Galway"), the holding company for EPIC Brokers & Consultants ("EPIC") and JenCap Holdings ("JenCap"), which together represent one of the nation's largest insurance distribution firms, announced today that it has signed a definitive agreement with vehicles controlled by Harvest Partners, LP and its affiliates ("Harvest") for a majority interest of Galway.

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that Southeast Wisconsin-based Community State Bank has implemented its full suite of eClosing solutions to transform the bank's mortgage closing process, making it 100 percent digital.

BETHESDA, Md., Nov. 19, 2020 (SEND2PRESS NEWSWIRE) -- OutcomeRx (ORx), a division of CareMetx, LLC, announced today a new reinsurance product to provide coverage access to high-cost specialty drugs including therapies in the emerging cell and gene therapy market.

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has completed the Mortgage Industry Standard Maintenance Organization (MISMO) Remote Online Notarization (RON) Software Compliance Certification Program.

SAN DIEGO, Calif. /California Newswire/ -- Wes Nichols, president of Paramount Property Tax Appeal Service, is reminding California property owners that property tax relief will be severely limited by changes to the Proposition 58 Parent-to-Child Exemption, as Prop 19 will soon become law.

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that in honor of Veterans Day, it would once again offer free remote online notarization (RON) sessions to United States veterans and current service members as part of its semi-annual "Help a Hero" initiative.

LAWRENCEVILLE, Ga., Nov. 6, 2020 (SEND2PRESS NEWSWIRE) -- Alliance Group, a national insurance marketing organization (IMO), announced Monday that it has appointed Lee Duncan as the new President and Chief Executive Officer of the company. Duncan previously occupied the role of Chief Marketing Officer.

LOS ANGELES, Calif. /California Newswire/ -- James Cha, a Certified Tax Resolution Specialist from Ace Plus Tax Resolution, urges taxpayers to file their tax returns as soon as possible, even if they missed the tax deadline or can't pay off, as they're only increasing their tax bill by delaying.

ATLANTA, Ga., Oct. 29, 2020 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today issued guidance urging 401(k) plan sponsors to review their payroll systems and procedures in advance of January 1, 2021, to ensure compliance with the federal Setting Every Community Up for Retirement Enhancement (SECURE) Act.

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that that its president and CEO, Dominic Iannitti, was recognized as a Lending Luminary award winner in the second annual list of honorees. Winners were announced on Oct. 15 at the 10th annual ENGAGE event, which PROGRESS in Lending held virtually this year.

AUSTIN, Texas, Oct. 16, 2020 (SEND2PRESS NEWSWIRE) -- Sente Mortgage has helped over 20,000 families and individuals make their homeownership dreams a reality as of September 2020, the company announced today.

SAN DIEGO, Calif. /California Newswire/ -- MCT announced the upcoming launch of their Business Intelligence Platform, a powerful web-based analytics platform designed to empower lenders to understand the market, optimize their loan sales, and improve performance relative to their peers. The platform will be officially released and dem

ATHENS, Ga., Oct. 6, 2020 (SEND2PRESS NEWSWIRE) -- FormFree today announced enhancements to the integration between its AccountChek verification service and Encompass Consumer Connect. Now, borrower data collected by AccountChek in Consumer Connect will automatically map to the Form 1003 (the Universal Residential Loan Application) in the Ellie Mae Digital Lending Platform, saving lenders time and relieving them of the frustration and risk associated with manual data entry.

DENVER, Colo., Oct. 1, 2020 (SEND2PRESS NEWSWIRE) -- ACES Quality Management (ACES), formerly known as ARMCO and the leading provider of enterprise quality management and control software for the financial services industry, announced today that it has experienced substantial client growth in 2020, increasing its number of new clients by 15%.

ATLANTA, Ga., Sept. 30, 2020 (SEND2PRESS NEWSWIRE) -- For a second consecutive year, independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) has been named to the Atlanta Business Chronicle's list of the top 20 employee benefits and compensation companies in Atlanta.

TORRANCE, Calif. /California Newswire/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that that it has integrated its eSign platform with VirPack to facilitate the seamless exchange of loan files and docs for compliant eSigning through DocMagic's eSign platform.

SANTA BARBARA, Calif. /California Newswire/ -- The Medicare Resource Center - created by AMA Insurance Agency, an unbiased insurance agency that works with major insurance companies to offer Medicare supplement and Medicare Advantage plans - has opened its Santa Barbara location at 121 South Hope Ave., Unit A101, in La Cumbre Plaza.

MCLEAN, Va., Sept. 24, 2020 (SEND2PRESS NEWSWIRE) -- VirPack is pleased to announce a new partnership with Mortgage Builder, a Constellation Mortgage Solution Company and full loan lifecycle solution. This new integration will provide Mortgage Builder customers advanced workflow and document management capabilities, including optical character recognition that automates document recognition and data extraction to easily determine if data extracted from critical loan documents matches loan data in Mortgage Builder.

RED DEER, Alberta, Sept. 21, 2020 (SEND2PRESS NEWSWIRE) -- Anow is excited to announce the launch of Nexus, a simple, but sophisticated cloud-based form filler that's designed to help licensed real estate appraisers collectively work on appraisals in a live, multi-collaborative nature.

NEW YORK, N.Y., Sept. 18, 2020 (SEND2PRESS NEWSWIRE) -- Fiduciary Insurance Services, LLC (FIS) announces its launch today as a provider of strategic consulting, insurance advice, and investment advice, on an hourly or retainer basis, to financial institutions seeking to participate in a growing trend for insurance distributed via fiduciaries.

DENVER, Colo., Sept. 17, 2020 (SEND2PRESS NEWSWIRE) -- ACES Quality Management (ACES), formerly known as ARMCO and the leading provider of enterprise quality management and control software for the financial services industry, announced the release of the quarterly ACES Mortgage QC Trends Report.

SAN FRANCISCO, Calif. /California Newswire/ -- PayneWest Insurance, a leading insurance brokerage in the Pacific Northwest, today announced partnering with TrustLayer, Inc., the next generation solution for compliance tracking. PayneWest will leverage TrustLayer to expand value added services within their many Specialty Practices.

DENVER, Colo., Sept. 10, 2020 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise quality management and control software for the financial services industry, announced today the completion of its months-long rebranding effort to align the company's image with its expanded focus on quality and risk management for banks and credit unions, as well as independent mortgage lenders.

ATHENS, Ga., Sept. 10, 2020 (SEND2PRESS NEWSWIRE) -- FormFree has hired SaaS sales executive Tyler Brantley as director of implementation. In this role, Brantley will serve as the internal liaison between FormFree's sales and operations teams and support revenue growth by working to ensure an ideal onboarding experience for every FormFree customer.

DENVER, Colo., Sept. 10, 2020 (SEND2PRESS NEWSWIRE) -- Digital mortgage platform Maxwell today announced it has added underwriting and closing services to the Maxwell Fulfillment Platform, enhancing the company's comprehensive suite of technology and outsourced services for small and midsize lenders.

NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, announced that its founder and CEO Rick Triola has received the 2020 October Research Award for Innovation for his innovations in and driving adoption of remote online notarization (RON) in the lending and title/settlement services industries.

NEW YORK, N.Y., Aug. 26, 2020 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA) announced today that, together with its affiliate, KF Group, LP, with which it conducts a fully-integrated advisory business, it is now operating under the brand name Klingenstein Fields Advisors (KF Advisors).

PALO ALTO, Calif. /California Newswire/ -- Fanplayr, a leader in online behavioral personalization and AI for the past 10 years, today announced major changes to support significant growth in its business and customer base.

STERLING, Va., Aug. 25, 2020 (SEND2PRESS NEWSWIRE) -- HomeWork Solutions (HWS), industry experts in household payroll and employment taxes, have announced a major effort to support working families interested in Nanny Share and Educator PODs. This action is in direct response to families struggling to find in-home caregivers for their children and continuing their educational learning.

TARZANA, Calif. /California Newswire/ -- Employee retention and satisfaction remain vital for U.S. businesses-and franchisees of pizza conglomerate Little Caesars Enterprises are no exception. Enter the financial solutions platform Tapcheck, which has entered a partnership with the Independent Organization of Little Caesars Franchisees (IOLCF).

SAN DIEGO, Calif. /California Newswire/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory firm, analyzed the potential effect of Wednesday's fifty basis points worsening in prices paid by Fannie Mae and Freddie Mac for most mortgage refinances.

PASADENA, Calif. /California Newswire/ -- Award-winning tax, accounting, and consulting firm, KROST, announced the launch of their PPP Loan Forgiveness Application Review Service for both Borrowers and Lenders. The services are intended to aid both borrowers and lenders by taking on the burden of calculating forgiveness values.

DENVER, Colo., Aug. 11, 2020 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of enterprise quality management and control software for the financial services industry, announced that Executive Vice President of Operations, Sharon Reichhardt has been selected to speak on the topic of quality control during the MBA Live - Risk Management, QA and Fraud Prevention Forum 2020, hosted virtually September 15 - 16, 2020 by the Mortgage Bankers Association (MBA).