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Archive | Finance

Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.

iFOS Managing Consultants

NEWS: iFOS 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 […]

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Scott Stoddard of Quandis

NEWS: Scott Stoddard of Quandis Designated One of the Mortgage Industry’s ‘Top 50 Most Connected Mortgage Professionals’ in 2017 by NMP Magazine

RANCHO SANTA MARGARITA, Calif., Aug. 24, 2017 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading default management mortgage technology provider, announced that Scott Stoddard, the company’s chief executive officer, has been named to National Mortgage Professional (NMP) magazine’s 2017 “Top 50 Most Connected Mortgage Professionals” list.

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The Mortgage Collaborative (TMC)

NEWS: The Mortgage Collaborative Eclipses Industry with Lender-focused Initiatives Launched at its 2017 Summer Conference

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 […]

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Trudi Barton

NEWS: Trudi Barton Joins The Capacity Group – an EPIC Company in Mahwah, New Jersey

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.

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Jamie Chambers of EPIC

NEWS: Jamie Chambers of EPIC to Present at 2017 SHRM-Atlanta Symposium

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 […]

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TMC and Notarize

NEWS: The Mortgage Collaborative Announces Addition of Notarize to Preferred Partner Network

SAN DIEGO, Calif., Aug. 17, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, announced a new partnership with Notarize, the nation’s first entirely digital mortgage closing and remote notarization provider, adding them to the preferred partner network.

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OpenClose President JP Kelly

NEWS: National Mortgage Professional Magazine 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.

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EPIC Insurance Brokers

NEWS: EPIC Insurance Plays Key Role in Launching New Employee Wellness Center for the City of Atlanta

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 […]

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The Mortgage Collaborative (TMC)

NEWS: The Mortgage Collaborative Announces New Affordable Lending Outreach Pilot Program

SAN DIEGO, Calif., Aug. 15, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, announces a new pilot with a focus on affordable lending support and education for select lenders that are members of TMC’s network, using educational resources and materials provided by Fannie Mae.

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The Mortgage Collaborative - and SCP

NEWS: The Mortgage Collaborative Announces Addition of Strategic Compliance Partners to Preferred Partner Network

SAN DIEGO, Calif., Aug. 14, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, announced a new partnership with national compliance solutions provider, Strategic Compliance Partners. The new relationship with Strategic Compliance Partners adds another best-in-class mortgage compliance company to their preferred partner network.

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ACSIA Partners LLC

NEWS: Longevity Alert: As America 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 […]

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Patty Pinckney of FormFree

NEWS: FormFree Names 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.

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Simplifile

NEWS: Simplifile, Title Guaranty Complete First-Ever E-recording of 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, […]

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ReverseVision Inc.

NEWS: Western Ohio Mortgage Corp Selects ReverseVision’s RV Exchange LOS for Home Equity Conversion Mortgage Origination

SAN DIEGO, Calif., Aug. 8, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading technology provider for the reverse mortgage industry, today announced that Western Ohio Mortgage Corp. (WOMC) has selected RV Exchange (RVX) loan origination technology to support its Home Equity Conversion Mortgage (HECM) operations.

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Kara Lamphere

NEWS: Mid America Mortgage COO Kara Lamphere Recognized as Leading Female Mortgage Professional by HousingWire, 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.

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Beckie Santos of IDS

NEWS: IDS 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 […]

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Phil Laren of MCT

NEWS: CMBA Invites Phil Laren of MCT to Speak on Panel Session at its Annual Loan Servicing and Newly Created Mortgage Technology Conference

SAN DIEGO, Calif., Aug. 3, 2017 (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 is scheduled to speak on a must-attend panel session. The panel will be hosted by the California Mortgage Bankers Association (CMBA) at […]

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Alicia Branstetter of PENDO

NEWS: Pendo Executive Alicia Branstetter Named to HW 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.

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EPIC presents check to Mercy Housing Lakefront

NEWS: EPIC’s National Real Estate Practice Invests in Upgrading Computer Lab for Residents of Mercy Housing Lakefront’s Historic Pullman Wheelworks Apartments

DENVER, Colo., and SAN FRANCISCO, Calif., 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.

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Debora Aydelotte

NEWS: Altavera Mortgage Services COO Debora Aydelotte Recognized as HousingWire 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.

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Wendy Peel of ReverseVision

NEWS: ReverseVision Vice President of Sales and Marketing Wendy Peel Selected to HousingWire 2017 ‘Women of Influence’ List

SAN DIEGO, Calif., Aug. 1, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Wendy Peel, its vice president of sales and marketing, has been named to HousingWire’s 2017 “Women of Influence” list.

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Lori Brewer of LBA Ware

NEWS: LBA Ware Founder Lori Brewer Named to 2017 ‘Elite Women in Mortgage’ by Mortgage Professional America Magazine

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.”

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Ann Fulmer of FormFree

NEWS: FormFree’s Ann Fulmer Named a 2017 ‘Elite Woman in Mortgage’ by Mortgage Professional America Magazine

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 […]

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Jennifer Fountain of Altavera

NEWS: Mortgage Professional America 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 […]

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EPIC and Oak Hill

NEWS: Oak Hill Capital Partners to Invest in EPIC Insurance Brokers and Consultants to Support EPIC’s Further Growth & Expansion

SAN FRANCISCO, Calif., July 27, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage, and employee benefits consultant, announced today that private equity firm Oak Hill Capital Partners (Oak Hill) has agreed to acquire all of The Carlyle Group’s stake, giving Oak Hill a controlling equity position in EPIC. […]

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Vicki DiPasquale of Simplifile

NEWS: Simplifile’s Vicki DiPasquale Named One of Mortgage Professional America’s 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.

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Jeffrey Unalp CPA

NEWS: Jeffrey Unalp, CPA Earns Designation for Completing AICPA Not-For-Profit Certificate Program

WALNUT CREEK, Calif., July 25, 2017 (SEND2PRESS NEWSWIRE) — Unalp CPA Group, Inc. announced today that founder Jeffrey Unalp, CPA, has earned the AICPA badge for completing the Not-For-Profit (NFP) Certificate Program. Unalp CPA outsourced accounting services provide nonprofit clients with compliance, timely reporting and execution of accounting duties.

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Randy Abbey CTO

NEWS: TRK Connection Promotes Randy Abbey to Chief Technology Officer

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 […]

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Chuck Simpson of EPIC

NEWS: EPIC Joins in Authoring Updated American National Standards Institute / American Society of Safety Engineers 2017 Hydrogen Sulfide Safety Training Standard

SAN FRANCISCO, Calif. and HOUSTON, Texas, July 20, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, and a member of the American National Standards Institute / American Society of Safety Engineers (ANSI/ASSE) Z390 Hydrogen Sulfide Training Committee, announced today the approval and upcoming publication […]

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MCT - Mortgage Capital Trading

NEWS: Mortgage Capital Trading Introduces Bulk Acquisition Manager Secondary Marketing Tape Transfer Technology

SAN FRANSISCO, Calif., July 19, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced at the California Mortgage Bankers Association’s (CMBA) annual Western Secondary Market Conference held in San Francisco, that it has released new secondary marketing technology to improve the industry’s existing loan […]

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The Mortgage Collaborative (TMC)

NEWS: The Mortgage Collaborative Appoints Arthur Prieston, CMB, Chair of Newly Formed Capital Markets Committee

SAN DIEGO, Calif., July 19, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, today announced that industry authority Arthur Prieston has been appointed chair of its newly formed Capital Markets Committee. In this role, Prieston will lead capital market engagements for the group’s lender members.

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The Mortgage Collaborative and The Money Source

NEWS: The Mortgage Collaborative Announces Addition of The Money Source as a Correspondent Investor to Preferred Partner Network

SAN DIEGO, Calif., July 18, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, announced a new partnership with national correspondent investor and mortgage loan servicer, The Money Source. The new relationship with The Money Source adds another best-in-class national correspondent investor to their preferred partner network.

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ACSIA Partners LLC

NEWS: It’s Easier to Plan for Long-Term Care 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 […]

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JenCap Holdings LLC

NEWS: JenCap Holdings Acquires Special Risks Facilities

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 […]

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Phil McCall of ARMCO

NEWS: ARMCO 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 […]

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PENDO

NEWS: 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.

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IDS, Inc.

NEWS: IDS 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.

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Bill Berliner

NEWS: Mortgage Capital Trading Taps Industry Capital Markets Veteran Bill Berliner as Director of Analytics

SAN DIEGO, Calif., July 10, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that it has appointed Bill Berliner to the newly created position of director of analytics. In this role, he will take the lead to develop new products and services, enhance […]

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