SAN FRANCISCO, Calif., Jan. 13, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that its Managing Principal & Practice Leader – Financial Risk Solutions, Bill Cosgrove will speak at the Cap-Intro West Conference on January 19 at the Hyatt Regency in San […]
Archive | Finance
Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.
NEWS: EPIC adds Timothy B. Ward to Risk Solutions Practice
SAN FRANCISCO, Calif. and STAMFORD, Conn., Jan. 12, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that casualty risk management professional Timothy Ward has joined the firm’s Stamford, Connecticut-based EPIC Risk Solutions Practice as a Principal and Casualty Practice Leader.
NEWS: Freedom Mortgage Wholesale Division Now Using Simplifile Collaboration Service
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.
NEWS: EPIC Adds Melissa Delaney as Senior Vice President – Private Client Solutions
SAN FRANCISCO, Calif. and NEW YORK, N.Y., Jan. 9, 2017 (SEND2PRESS NEWSWIRE)– EPIC Insurance Brokers & Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Melissa Delaney has joined the firm as a senior vice president in their Private Client Solutions Specialty Group. Delaney will be responsible for client relations, management […]
NEWS: Mortgage Banking Expert Rob Chrisman to Address Special Session at RV UserCon 2017
SAN DIEGO, Calif., Jan. 5, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that mortgage industry expert Rob Chrisman will address attendees of RV UserCon 2017 as a special session speaker on February 9 in San Diego.
NEWS: Four New Counties Adopt Simplifile 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.
NEWS: Bank of Southern California Completes $7 Million Capital Offering and Announces New Board of Directors
SAN DIEGO, Calif., Jan. 4, 2017 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that it has completed a capital raise of $7 million through a stock purchase agreement of the Bank’s common stock with Castle Creek Capital, based in Rancho Santa Fe, California.
NEWS: Nonprofit Forum 2017 Dates and Agenda Announced by Financial Technologies & Management
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.
NEWS: EPIC Insurance Recognized for a Seventh Time as a Best Place to Work in the Insurance Industry
SAN FRANCISCO, Calif., Dec 19, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been recognized by their team members nationally as one of the “Best Places to Work in Insurance” in a survey conducted annually by Business Insurance Magazine and co-sponsor Best Companies […]
NEWS: Maxwell Financial Labs Announces $1.95M in Funding to Reinvent Mortgage Experience
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.
NEWS: Newly Launched Appraiser Dashboard Shortens Appraisal Turnaround Times for Lenders, AMCs, and Appraisers
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.
NEWS: NRMLA Adds ReverseVision President and CEO John Button to Board of Directors
SAN DIEGO, Calif., Dec. 13, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that its president and CEO, John Button, has joined the board of directors for the National Reverse Mortgage Lenders Association (NRMLA).
NEWS: JenCap Acquires NIF Group
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.
NEWS: Big Christmas? New Book, ‘Axe the Taxes’ Will Pay For It!
RIVERSIDE, Calif., Dec. 7, 2016 (SEND2PRESS NEWSWIRE) — Marvin Lee Robey announces the release of his latest book, “Axe the Taxes.” Mr. Robey says “Axe the Taxes” is based on Supreme Court cases dealing with taxes and quotes those Supreme Court rulings.
NEWS: Credit Unions Increase Use of Outsourced Mortgage Services by 30 Percent in Q3, According to Altavera Mortgage Services
DENVER, Colo., Dec. 7, 2016 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), a leading provider of SAFE Act-compliant outsourced residential mortgage origination services, reported a 30 percent increase in credit union demand for its outsourced mortgage origination services in the third quarter of 2016 compared with the previous quarter.
NEWS: rateOne Home Loans, A Division of Finance of America Mortgage, Opens Branch Office in San Clemente
LOS ANGELES, Calif., Dec. 5, 2016 (SEND2PRESS NEWSWIRE) — Finance of America Mortgage, a national, full service mortgage banker, is pleased to announce that Jeana Ziroli Kobielsky has opened rateOne Home Loans, a division of Finance of America Mortgage in San Clemente, Calif. Orange County native, Jeana Ziroli Kobielsky, will serve as Branch Manager and will […]
NEWS: Protector Holdings Acquires Big Savings Insurance Agency
SAN FRANCISCO, Calif., Dec. 5, 2016 (SEND2PRESS NEWSWIRE) — Protector Holdings, a joint venture of EPIC Insurance Brokers & Consultants and Dowling Capital Partners, announced today the acquisition of Big Savings Insurance Services, the firm’s largest acquisition to date. Headquartered in Sacramento, California, Big Savings specializes in providing insurance services to Hispanic consumers; writing auto […]
NEWS: Nationwide Appraisal Network Hires Monica Bankus as VP of Operations, and Establishes a New Platinum Standard for Customer Experience
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 […]
NEWS: TRID Defects Down Slightly in Q2 2016 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 […]
NEWS: Washington Student Achievement Council 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 […]
NEWS: Total eClose Enables Industry’s First Completely Paperless Digital Closing – Start to Finish
TORRANCE, Calif., Nov. 29, 2016 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that it has successfully completed the mortgage industry’s first comprehensive eClosing in Massachusetts, which included both lender and closing/settlement agent documentation, for radius financial group, inc.
NEWS: Rate Reset Chooses AccountChek by FormFree for Automated Verification of Borrower Ability to Repay
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 […]
NEWS: MetaSource Promotes John Nixon to Chief Revenue Officer
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 […]
NEWS: Global DMS Launches ‘Global Delivery’ Solution to Automate 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 […]
NEWS: EPIC Named Elite Agency for Second Year in a Row by Insurance Business America
SAN FRANCISCO, Calif., Nov. 22, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has been named a 2016 Elite Agency for the second year in a row by Insurance Business America, a publication that reports on the latest achievements in […]
NEWS: The Mortgage Collaborative Appoints David G. Kittle, CMB, President
SAN DIEGO, Calif., Nov. 21, 2016 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the appointment of David G. Kittle, CMB as its President said John M. Robbins, CMB, the corporation’s Chairman.
NEWS: Local Banker Luz Gonzalez Joins Bank of Southern California, N.A.
RANCHO MIRAGE, Calif., Nov. 16, 2016 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced today that Luz Gonzalez has joined the Company as Branch Sales Manager of its Rancho Mirage branch. Most recently, Ms. Gonzalez served the Coachella Valley community as a Deputy Sheriff for the Riverside County Sheriff’s […]
NEWS: LIBERTY Dental Plan Selected to Participate in Covered California for Individual/Family Plans and for Small Businesses
IRVINE, Calif., Nov. 15, 2016 (SEND2PRESS NEWSWIRE) — LIBERTY Dental Plan is proud to announce its selection as a participating dental plan for the 2017 benefit year. LIBERTY will offer individual or family dental plans through Covered California this open enrollment period as well as coverage options for small businesses.
NEWS: OpenClose Releases New Mobile and Online Tools for Borrowers with Enhancements to its ConsumerAssist Solution
WEST PALM BEACH, Fla., Nov. 15, 2016 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class, multi-channel loan origination system (LOS) provider, announced that it has redesigned and added new features to its borrower-facing ConsumerAssist(TM) solution to deliver exceptional online and mobile point-of-sale tools.
NEWS: Short Range Wireless Technologies Create New Markets
NEW YORK, N.Y., Nov. 15, 2016 (SEND2PRESS NEWSWIRE) — According to a new study by Thintri, Inc., an array of short range wireless (SRW) technologies is about to remake a range of markets with inexpensive, easy to use products available to nearly every consumer or business. The report, “Market Opportunities in Short Range Wireless,” explores […]
NEWS: Enhancements to Mortgage Capital Trading’s Industry-Leading Best Execution Services Extends Market Share
SAN DIEGO, Calif., Nov. 14, 2016 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), an industry leading hedge advisory firm and developer of MCTlive!(TM), the award-winning secondary marketing software suite, announced that it has added a number of new features to its best execution service offering. The enhancements outpace existing competitor offerings and position MCT […]
NEWS: Ascende – an EPIC Company Expands Southwest Leadership Team and Welcomes New International Benefits Leader
HOUSTON, Texas, Nov. 11, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Ascende – an EPIC Company has promoted Mary Parker and Dina Flavin to managing principals, joining Steve Goulet and Suzanne McGarey as strategic leaders of Ascende’s Health & Welfare […]
NEWS: Guild Mortgage Selects AccountChek by FormFree for Automated, GSE-Compliant Verification of Borrower Ability to Repay
ATLANTA, Ga., Nov. 10, 2016 (SEND2PRESS NEWSWIRE) — FormFree, a provider of automated verification software, today announced that Guild Mortgage (Guild) has selected AccountChek(TM) by FormFree as its partner for automated borrower asset review and decision support. AccountChek eliminates the hassle of collecting bank statements and other asset documents for loans by empowering borrowers to […]
NEWS: iFOS Awarded Multi-Year Travel Management Support Services Contract by National Credit Union Administration
COLUMBIA, Md., Nov. 8, 2016 (SEND2PRESS NEWSWIRE) — Intelligent Fiscal Optimal Solutions(R) (iFOS) received a contract award under its General Services Administration (GSA) Professional Support Services (PSS) Schedule GS-23F-0102X to provide Travel Management Support Services for the National Credit Union Administration (NCUA). The contract award is for a base period with five (5) option years.
NEWS: PitBullTax Software to Unveil Stand-Alone Transcripts Delivery and 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 […]
NEWS: AccountChek by FormFree Named Asset Verification ‘Designated Vendor’ for Fannie Mae DU Validation Service
ATLANTA, Ga., Oct. 24, 2016 (SEND2PRESS NEWSWIRE) — FormFree Holdings Corp. (FormFree), a provider of automated verification software, today announced it is the first ‘designated vendor’ for asset verification through the Fannie Mae Desktop Underwriter(R) (DU(R)) Validation Service, a component of Fannie’s Day 1 Certainty(TM) initiative.
NEWS: Simplifile Reports Continued Expansion of E-Recording Infrastructure, Electronic Document Submission in Q3 2016
PROVO, Utah, Oct. 24, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today released quarterly figures summarizing the organization’s activities and achievements from July through September 2016.
NEWS: Seven South Dakota Counties Adopt Simplifile as State Authorizes E-Recording for the First Time
PROVO, Utah, Oct. 20, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced it will begin electronically recording property records in seven South Dakota counties for the first time. Simplifile’s announcement follows a recent decision by the South Dakota State […]
NEWS: The Mortgage Collaborative Adds 12 New Lender Members
SAN DIEGO, Calif., Oct. 18, 2016 (SEND2PRESS 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.
NEWS: Global DMS Integrates with LoanSafe Appraisal Manager from CoreLogic
LANSDALE, Pa., Oct. 18, 2016 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of web-based compliant valuation management software, announced that it has integrated its eTrac platform with LoanSafe(R) Appraisal Manager(TM) from CoreLogic to provide lenders, investors and AMCs with detailed analysis that ensures appraisal quality and accurately assesses the potential risk for a repurchase.