MACON, Ga., Oct. 24, 2017 (SEND2PRESS NEWSWIRE) — Qbix Accounting Solutions announced today that Rocky Davidson is the first professional to complete and receive certification from the AICPA in Client Accounting Advisory Services. Qbix Accounting Solutions provides client accounting advisory services to nonprofit organizations, often referred to as outsourced accounting services.
Archive | Finance
Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.
NEWS: ARMCO Launches ACES Automated Document Manager, which Uses Robotic Process Automation to Help Lenders Lower Gross Defects
POMPANO BEACH, Fla., Oct. 23, 2017 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, has announced that it has launched ACES Automated Document Manager (ADM), a new technology that uses robotic process automation to automate the core activities lenders undertake to reduce gross loan defects. ARMCO […]
NEWS: FormFree Delivers Combined Income, Asset and Employment Report for Fannie Mae’s Single Source Validation Pilot
ATHENS, Ga., Oct. 23, 2017 (SEND2PRESS NEWSWIRE) — FormFree(R) today announced that it has entered into a pilot with Fannie Mae that could allow mortgage lenders to validate borrower income, asset and employment data through a single report as early as 2018.
NEWS: Gateway Mortgage Selects TRK Connection’s Insight RDM QC Audit Platform
SALT LAKE CITY, Utah, Oct. 20, 2017 (SEND2PRESS NEWSWIRE) — TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that Oklahoma-based Gateway Mortgage Group has chosen the Insight Risk & Defect Management (RDM) platform to conduct its internal quality control (QC) audits.
NEWS: Norcom Mortgage Names ReverseVision Its Provider of Choice for End-to-End HECM Technology
SAN DIEGO, Calif., Oct. 19, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced that Norwich Commercial Group, Inc. dba Norcom Mortgage (Norcom) has selected ReverseVision as its provider of choice for end-to-end HECM technology.
NEWS: Mid America Mortgage Assists Lenders, Borrowers Affected By Recent Disasters
ADDISON, Texas, Oct. 19, 2017 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced measures it has taken to provide assistance to both lenders and borrowers that were impacted by recent federally declared disasters. In addition to $20,000 in donations from employees and the corporation toward relief efforts, Mid America will also purchase loans […]
NEWS: EPIC Insurance adds New Brokerage Team in Pittsburgh, PA
PITTSBURGH, Pa., Oct. 18, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the opening of operations in Pittsburgh, Pa. with the hiring of Sean Andreas, Al Dragotto, Kurt Karstens, Pete Kostorick, Sally Krauss, Zach Mendelson, Phil Wakim, Chuck Yorio, Jan Zewe […]
NEWS: Mortgage Capital Trading’s Bulk Acquisition Manager™ Technology Achieves 100 Percent Investor Adoption
SAN DIEGO, Calif., Oct. 17, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has gained unprecedented industry-wide technology adoption among the investor aggregator community. MCT officially unveiled the Bulk Acquisition Manager(TM) (BAM) within its capital markets software platform, MCTlive!, in July […]
NEWS: NAMB Releases Housing Outlook: Congress Needs to Make Key Changes
WASHINGTON, D.C., Oct. 17, 2017 (SEND2PRESS NEWSWIRE) — NAMB, an association that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, has announced its housing outlook and its plans to advocate for change.
NEWS: The Mortgage Collaborative Expands Metrics-Driven Lender Collaboration Lab Initiative
SAN DIEGO, Calif., Oct. 17, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, recently announced details surrounding the continued expansion of their Collaboration Lab initiative. Launched in the spring of 2017, TMC’s Collaboration Labs offer their Lender Members the opportunity to participate in day and a half long “deep-dive” networking […]
NEWS: NAMB Appoints John Stevens as New President
WASHINGTON, D.C., Oct. 16, 2017 (SEND2PRESS NEWSWIRE) — NAMB, an association that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, today announced that former president elect John Stevens has been appointed to the role of president.
NEWS: The Mortgage Collaborative Announces Addition of PHH Mortgage to Preferred Partner Network
SAN DIEGO, Calif., Oct. 16, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, today announced a new strategic partnership with PHH Mortgage, a leading subservicer and portfolio retention provider. The new relationship with PHH Mortgage adds an experienced, best-in-class subservicer to their preferred partner network.
NEWS: VanDyk Mortgage Enables Borrowers to Automate Asset Verification Using AccountChek by FormFree for Faster Mortgage Closings
ATHENS, Ga., Oct. 16, 2017 (SEND2PRESS NEWSWIRE) — FormFree(R) today announced that VanDyk Mortgage Corporation (VanDyk Mortgage) has selected its flagship AccountChek(R) service for automated asset verification. Loan officers at VanDyk have already begun offering AccountChek as an alternative to manual, paper-based asset verification. In addition, borrowers can choose AccountChek as a faster alternative to […]
NEWS: The Mortgage Collaborative Unveils New Lender Member Benchmarking Solution
SAN DIEGO, Calif., Oct. 12, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, has released its monthly benchmarking solution to its Lender Members. The first reports were made available this month and will be provided to participants on a month-to-month, real-time basis.
NEWS: Advanced Technology Development Center Adds LBA Ware to Its ATDC Signature Portfolio
MACON, Ga., Oct, 12, 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 the Advanced Technology Development Center (ATDC) – Georgia’s technology incubator – has accepted LBA Ware to into its ATDC Signature portfolio. As an ATDC Signature company, […]
NEWS: National Appraisal Management Company (AMC) Strengthens Market Position
LEE’S SUMMIT, Mo., Oct. 10, 2017 (SEND2PRESS NEWSWIRE) — Pendo, a nationwide appraisal management company (AMC), announced that Paul Wholley has been hired as VP of Sales, responsible for leading the company’s national sales team.
NEWS: Mortgage Capital Trading Again Named Best Places to Work – for the Sixth Year Consecutive Year
SAN DIEGO, Calif., Oct. 10, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it earned a spot on the San Diego Business Journal’s (SDBJ) Best Places to Work list for the sixth year in a row.
NEWS: Rich Eagar of EPIC to Present on Retirement Advisory Practice Team Structures at 2017 PLANADVISER National Conference
ORLANDO, Fla. and HOUSTON, Texas, Oct. 9, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Retirement Consultant Rich Eagar will present at the 2017 PLANADVISER National Conference (PANC) on Thurs., Oct. 12 at the JW Marriot, Grande Lakes in Orlando, Fla.
NEWS: Leading Education Platform for Stock Market and Forex Traders Live Traders Announces Launch of its Scholarship Program
NEW YORK, N.Y., Oct. 6, 2017 (SEND2PRESS NEWSWIRE) — Celebrating the breakthrough success of their education and training programs for Stocks, Options and Forex professional traders Live Traders have decided to give back to the financially less fortunate. The educational platform recently celebrated the launch of the Live Traders Scholarship Program where qualified students have […]
NEWS: NAMB Appoints Valerie Saunders as Its New Executive Director
WASHINGTON, D.C., Oct. 5, 2017 (SEND2PRESS NEWSWIRE) — NAMB, the organization that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, today announced that it has appointed Valerie Saunders as the organization’s new executive director.
NEWS: ‘Optimal Nonprofit Financial Management through Outsourcing’ by Rocky Davidson, CPA available from Qbix Accounting Solutions
MACON, Ga., Oct. 5, 2017 (SEND2PRESS NEWSWIRE) — Qbix Accounting Solutions announces a new eBook by Rocky Davidson, CPA. The 8-page eBook, “Optimal Nonprofit Financial Management through Outsourcing” is written for Nonprofit Executive Directors who are looking to improve their accounting function.
NEWS: EPIC adds Broker-Producer Tim House in Fresno, California Office
FRESNO, Calif., Oct. 4, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Tim House has joined the firm as a Property & Casualty Insurance Broker/Producer in EPIC’s Fresno, California office.
NEWS: Certified Credit Reporting Joins The Mortgage Collaborative’s Preferred Partner Network
SAN DIEGO, Calif., Oct. 3, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, announced a new preferred partner relationship with national credit information service provider, Certified Credit Reporting. As a result of this new partnership, lender members of The Mortgagee Collaborative will receive discounted pricing on Certified Credit’s suite […]
NEWS: Pendo Makes Enhancements to Its Appraisal Review Tool
LEE’S SUMMIT, Mo., Oct. 3, 2017 (SEND2PRESS NEWSWIRE) — Pendo, a nationwide appraisal management company (AMC), has made enhancements to their Appraisal Review Tool, which is part of their proprietary technology solutions for appraisal management.
NEWS: Quandis Adds New Imaging Functionality to its Military Search Service for SCRA Compliance
RANCHO SANTA MARGARITA, Calif., Oct. 3, 2017 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading default management mortgage technology provider, announced that it has added new functionality that allows servicers and default attorneys to more easily manage images of official certificates from the Department of Defense (DoD) to demonstrate proof of compliance for adherence to the […]
NEWS: NAMB Rebrands to Better Reflect the Professional Diversity of Its Member Base
WASHINGTON, D.C., Oct. 2, 2017 (SEND2PRESS NEWSWIRE) — NAMB, an association that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, today announced a rebranding that includes a new logo and marketing campaign. NAMB’s new brand identity emphasizes the diversity of its member base, which includes individual loan originators and […]
NEWS: Matic Insurance Services and LendingQB Partner to Eliminate Stress, Mortgage Delays Caused by Homeowner’s Insurance
SHERMAN OAKS, Calif., Sept. 28, 2017 (SEND2PRESS NEWSWIRE) – Matic Insurance Services (Matic), a digital insurance agency that enables borrowers to purchase homeowner’s insurance during the home-buying transaction, today announced a new partnership with LendingQB, a provider of “lean lending” loan origination technology. Matic announced the news as part of a live demonstration at San […]
NEWS: EPIC’s Retirement Consulting Team Named to 2017 Financial Times 401 Top Retirement Plan Advisers List
HOUSTON, Texas and SAN FRANCISCO, Calif., Sept. 28, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of Retirement Rob Massa and Ascende Wealth Advisers Inc., EPIC’s Retirement Consulting Team, has been named to the 2017 Financial Times 401 Top Retirement […]
NEWS: Now Hiring: Over 400 Independent Restaurant Owners Share What They do to Recruit their Best Employees
PHOENIX, Ariz., Sept. 27, 2017 (SEND2PRESS NEWSWIRE) — RestaurantOwner today released the results of their 2017 Independent Restaurant Recruiting Survey. The report summarizes input gathered from over 400 independent restaurant owners and operators regarding their proven recruiting practices.
NEWS: FormFree, LexisNexis Risk Solutions Expand Alliance to Provide Liens and Judgments Data
ATHENS, Ga., Sept. 26, 2017 (SEND2PRESS NEWSWIRE) — FormFree(R) today announced the impending launch of AccountChek Plus(TM), a new tool for lenders that combines the features of AccountChek(R), the nation’s most trusted asset verification app, with liens and civil judgments data from LexisNexis(R) Risk Solutions. By giving lenders a more complete picture of borrower ability-to-pay […]
NEWS: Built Named Preferred Partner of The Mortgage Collaborative
NASHVILLE, Tenn. and SAN DIEGO, Calif., Sept. 26, 2017 (SEND2PRESS NEWSWIRE) — Built was named to The Mortgage Collaborative’s Preferred Partner Network, providing solutions for digital draw management and collaboration software for the network’s lenders active in construction lending.
NEWS: EPIC’s Tom Mackey to Present on Protecting Operations from Cyber Security Threats at Next Generation Manufacturing Event
ATLANTA, Ga., Sept. 26, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Risk Management Consultant Tom Mackey will present at the Seventh Annual Next Generation Manufacturing Signature Event on Thursday, Sept. 28 at Mercedes-Benz Stadium in Atlanta, Ga.
NEWS: Critical Defect Rates Continue Upward Trend – ARMCO Releases Q1 2017 Trends Report
POMPANO BEACH, Fla., Sept. 25, 2017 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software ACES Audit Technology(TM), announced the release of the ARMCO Mortgage QC Trends Report for the first quarter of 2017.
NEWS: TRK Connection Adds Data Subscriptions Feature to Insight RDM Mortgage QC Audit Platform
SALT LAKE CITY, Utah, Sept. 25, 2017 (SEND2PRESS NEWSWIRE) — TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that it has added a data subscriptions feature to its flagship mortgage quality control (QC) audit platform Insight Risk & Defect Management (RDM).
NEWS: Lender Price Names Jerry L. Halbrook as CEO and Opens New $5-$10 Million Investment Round
PASADENA, Calif., Sept. 25, 2017 (SEND2PRESS NEWSWIRE) — Lender Price, the emerging leader in digital mortgage lending technology, announced today that it has named veteran mortgage industry executive Jerry Halbrook as its CEO and has opened a fresh round of equity funding to fuel its growth trajectory.
NEWS: A Prime Time to Plan for Long-Term Care Is After Arranging It for Someone Else, says ACSIA Partners
KIRKLAND, Wash., Sept. 25, 2017 (SEND2PRESS NEWSWIRE) — Have you been called upon to arrange care for an aging parent or other loved one? If so, “it can be a blessing in disguise,” says Denise Gott, CEO of ACSIA Partners, one of the nation’s largest long-term care insurance agencies. “It can inspire you to plan […]
NEWS: HousingWire Honors Mike Zarrilli of DocMagic with 2017 Insiders Award
TORRANCE, Calif., Sept. 22, 2017 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that its head of operations, Mike Zarrilli, has been named to HousingWire’s Insiders Award list for 2017.
NEWS: The Mortgage Collaborative Announces Addition of ACS Accounting to Preferred Partner Network
SAN DIEGO, Calif., Sept., 21, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, announced a new partnership with east-coast based CPA and advisory firm, ACS Accounting. The new relationship with ACS, adds another best-in-class tax and accounting firm to their preferred partner network.
NEWS: Matic Insurance Services Debuts Integration with Roostify During TechCrunch Startup Battlefield, Advances to Competition’s Final Round
SHERMAN OAKS, Calif., Sept. 21, 2017 (SEND2PRESS NEWSWIRE) — Matic Insurance Services (Matic), a digital insurance agency that enables borrowers to purchase homeowner’s insurance during the home-buying transaction, has forged a partnership with automated lending technology provider Roostify. The company announced the news Tuesday afternoon from the stage of TechCrunch’s Startup Battlefield, part of the […]
NEWS: The Mortgage Collaborative Names Rich Swerbinsky as its Chief Operating Officer
SAN DIEGO, Calif., Sept. 21, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, today announced it has promoted Rich Swerbinsky to the role of Chief Operating Officer. Having served as its executive vice president of national sales and strategic alliances since 2015, Rich Swerbinsky will now serve TMC as […]