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Archive | Finance

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

Mark Mackey, VP of IDS

NEWS: IDS Adds Pushback Notifications to Interface with Byte Software

SALT LAKE CITY, Utah, June 20, 2017 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has added pushback notifications to its existing interface with BytePro Enterprise, the flagship loan origination software (LOS) platform from Byte Software. Through this enhancement, BytePro users will receive mortgage documents and fulfillment status notifications […]

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EPIC Insurance Brokers

NEWS: EPIC Insurance Acquires Product Warranty Analytics Specialist After, Inc.

SAN FRANCISCO, Calif. and NORWALK, Conn., June 19, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the acquisition of After, Inc. – a product warranty analytics firm based in Norwalk, Conn. The Acquisition was made primarily to further strengthen and grow EPIC […]

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James Dettman of ACSIA

NEWS: Most Americans Aren’t Going for Long-Term Care Insurance, ‘But They Will, Where They Work,’ says James Dettman of ACSIA Partners

KIRKLAND, Wash., June 19, 2017 (SEND2PRESS NEWSWIRE) — James Dettman, a veteran of the insurance and employee benefits industries, has joined ACSIA Partners, one of America’s largest long-term care insurance agencies. He will serve as one of four Worksite Sales Directors.

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Chris Anderson of MCT

NEWS: Mortgage Capital Trading to Co-Instruct MBA Webinar on ‘The Lock Desk’s Role in the Secondary Marketing Department’

SAN DIEGO, Calif., June 15, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that it will be participating in an upcoming webinar that the Mortgage Bankers Association will be hosting on the topic of the business- critical role that lock desks play within […]

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LenderPrice - Motivity Conference

NEWS: Mortgage Lending Analytics, PPE and Digital Mortgage Provider Lender Price Attending Motivity Solutions User Conference

PASADENA, Calif., June 14, 2017 (SEND2PRESS NEWSWIRE) — Lender Price, the emerging leader in digital mortgage interface technology and real-time, competitive mortgage analytics and product pricing & eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, announced that Black Knight Financial Services’ Motivity Solutions will use pricing data from Lender Price’s industry-leading […]

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The Mortgage Collaborative - MQMR

NEWS: The Mortgage Collaborative Partners with MQMR to Provide Its Members with Risk Management and Compliance Services

SAN DIEGO, Calif., June 13, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, today announced a strategic partnership with Mortgage Quality Management and Research, LLC (“MQMR”), a national leader in risk management and compliance services.

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ReverseVision and ubermortgage

NEWS: Up-and-comer ubermortgage Embraces Home-Equity Conversion Mortgage (HECM) with Technology from ReverseVision

SAN DIEGO, Calif., June 13, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading technology provider for the reverse mortgage industry, has formed a partnership with ubermortgage Inc. to support the budding lender’s increasing demand for home-equity conversion mortgages (HECMs) with its RV Exchange (RVX) loan origination technology.

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Michael Schreck

NEWS: Mortgage Automation Pioneer Hires Veteran Tech Entrepreneur Michael Schreck as CEO

IRVINE, Calif., June 13, 2017 (SEND2PRESS NEWSWIRE) — Cloudvirga(SM), developer of next-generation loan officer and direct-to-consumer point-of-sale (POS) systems, has named Michael Schreck its chief executive officer. He succeeds cloudvirga co-founder Bill Dallas, who will continue as chairman of cloudvirga’s board of directors.

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Technologies Management Inc.

NEWS: Technologies Management, Inc. Adds Consulting Strength in Telecom Network Planning and Cost Management

MAITLAND, Fla., June 13, 2017 (SEND2PRESS NEWSWIRE) — Technologies Management, Inc. (“TMI”) announced today the addition of Don Gale to its team of consultants. TMI, a leading provider of consulting services, project management, compliance reporting and information tools to over 200 communications companies, said that Mr. Gale’s addition to their consulting team significantly enhances the […]

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Paul Clifford - Award

NEWS: Simplifile’s Paul Clifford Receives 2017 Award for Innovation from October Research

PROVO, Utah, June 12, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced that Paul Clifford, president, was recognized with the 2017 October Research Award for Innovation for his leadership in establishing Simplifile’s e-recording network, along with other achievements in support […]

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Med-Con MedSked

NEWS: Verify Smart Corporation Signs Letter of Intent to Acquire Equity Stake and Exclusive International Reseller Rights in Med-Con Technologies, LLC

FERNLEY, Nev., June 8, 2017 (SEND2PRESS NEWSWIRE) — Verify Smart Corporation (OTC:VSMR / OTCMKTS:VSMR) a Global innovator in financial fraud prevention and digital distribution solutions announced today that it has signed a Letter of Intent to acquire an equity stake and exclusive international reseller rights in Med-Con Technologies, LLC for cash and stock.

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EPIC Insurance Brokers

NEWS: EPIC Insurance Receives Multiple Honors from 2017 Communicator Awards

SAN FRANCISCO, Calif. and HOUSTON, Texas, June 8, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that the firm’s Marketing, Communications and Creative Services Team has received one “Gold Award of Excellence” and eight “Silver Awards of Distinction” from the 23rd Annual […]

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OpenClose and QuestSoft

NEWS: QuestSoft and OpenClose to Hold Webinar on the New CFPB HMDA Rules

WEST PALM BEACH, Fla. and LAGUNA HILLS, Calif., June 7, 2017 (SEND2PRESS NEWSWIRE) — OpenClose, a multi-channel loan origination system (LOS) provider, and QuestSoft, a provider of automated mortgage compliance software, announced that they will host a joint webinar covering the new CFPB HMDA regulations, how they will impact organizations, and outline specific plans to […]

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Chuck Simpson of EPIC

NEWS: EPIC Joins the American National Standards Institute/American Society of Safety Engineers (ANSI/ASSE) Z390 Hydrogen Sulfide Training Committee

SAN FRANCISCO, Calif. and HOUSTON, Texas, June 7, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that as part of the firm’s commitment to the Energy Industry and ongoing efforts to improve worker safety, EPIC has joined the American National Standards Institute/ […]

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Phil Rasori

NEWS: Phil Rasori of MCT to Serve as Key Note Speaker at Illinois Mortgage Bankers Association Capital Markets

SAN DIEGO, Calif., June 6, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that its COO, Phil Rasori, will be a key note speaker at the Illinois Mortgage Banking Association’s Mortgage/Capital Market Update event on June 8, 2017. As a keynote speaker, Mr. […]

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Reverse Vision Inc

NEWS: Kiel Mortgage Selects ReverseVision RVX Loan Origination Software to Support Expansion of Its HECM Division

SAN DIEGO, Calif., June 6, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Kiel Mortgage has chosen RV Exchange (RVX) loan origination software (LOS) to power its home-equity conversion mortgage (HECM) division.

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IDS, Inc.

NEWS: IDS Builds Mortgage Document Preview Feature for LendingQB Integration

SALT LAKE CITY, Utah, June 6, 2017 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has incorporated a new document preview feature into its integration with LendingQB’s cloud-based loan origination solution (LOS). The feature allows LendingQB users to preview mortgage documents, such as the Loan Estimate or Closing Disclosure, […]

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EPIC CSRA Speakers

NEWS: EPIC Insurance Presents CSRA SHRM Strategic Session

SAN FRANCISCO, Calif. and ATLANTA, Ga., June 5, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it will host the CSRA SHRM (Society for Human Resource Management) Mini Conference on Thursday, June 8 from 7:30 a.m.-1:30 p.m. at The Legends Club […]

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EPIC and CNCDA

NEWS: EPIC Insurance Expands and Strengthens Six Year Relationship with California New Car Dealers Association

SAN FRANCISCO, Calif. and SACRAMENTO, Calif., June 5, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, and the California New Car Dealers Association (CNCDA) jointly announced today that CNCDA has expanded their relationship with EPIC, appointing the insurance broker / consultant as their exclusive […]

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DocMagic Elite Provider ALTA 2017

NEWS: DocMagic’s SmartCLOSE and Total eClose Solutions Receive ALTA ‘Elite Provider’ Designation

TORRANCE, Calif., June 2, 2017 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the mortgage industry’s leading provider of document production, automated compliance and comprehensive eMortgage services, announced that it has been accepted into the Elite Provider Program for American Land Home Title Association (ALTA).

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FORMFREE

NEWS: FormFree Names Douglas Brewer Director of its Enterprise Architecture

ATLANTA, Ga., June 1, 2017 (SEND2PRESS NEWSWIRE) — FormFree today announced the appointment of senior software developer Douglas Brewer to the role of director of enterprise architecture. Brewer, who first joined FormFree in 2014, will be responsible for managing the retention and growth of FormFree’s software development team, overseeing enterprise software design and ensuring the […]

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Finn Klemann - LBA Ware

NEWS: Industry Veteran Joins Mortgage Technology Vendor, LBA Ware

MACON, Ga., June 1, 2017 (SEND2PRESS NEWSWIRE) — LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced it has hired Finn Klemann as director of business development. In this role, Klemann will bring his more than 20 years of business development and sales experience […]

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EPIC Insurance Brokers

NEWS: EPIC Insurance Kicks Off 2017 Energy Forum in Houston

SAN FRANCISCO, Calif. and HOUSTON, Texas, June 1, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the successful launch of their 2017 Energy Forum in Houston and that they will host two additional Energy Forum presentations in Dallas and Oklahoma City next […]

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ReverseVision - Skyline Home Loans

NEWS: Skyline Financial Corp. Lays Groundwork for New Reverse Mortgage Division with Technology, Training from ReverseVision

SAN DIEGO, Calif., May 31, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, has forged a partnership with Skyline Financial Corp. (Skyline Home Loans and NewLeaf Lending) to support the lender’s growing reverse mortgage division with RV Exchange (RVX) loan origination technology and RV University (RVU) […]

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ACSIA Partners - LTC Decision Funnel

NEWS: ACSIA Partners Offers Decision Funnel for Quick and Easy Long-Term Care Choices

KIRKLAND, Wash., May 31, 2017 (SEND2PRESS NEWSWIRE) — Many Americans spend hours investigating long-term care options online, only to come away confused and dispirited. Now there’s another way to go. It’s a by-phone Decision Funnel designed to cut through the complexity. Offered by ACSIA Partners, the service will be delivered by real human specialists, not […]

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American Fidelity Assurance Company

NEWS: More Than Two Thirds of Americans Not Prepared for Disability

OKLAHOMA CITY, Okla., May 30, 2017 (SEND2PRESS NEWSWIRE) — The average American Fidelity Assurance Company long-term disability is nearly three years. Even though one in five adults experiences a long-term disability, most Americans are ill-prepared to cover expenses if they are unable to work (note 1). The average American could not cover a $400 emergency […]

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Jeff Bode

NEWS: Mid America Mortgage Purchases eNote from First eClosing Transaction in North Carolina

ADDISON, Texas, May 25, 2017 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today it has purchased the eNote from North Carolina’s first eMortgage transaction. The transaction, which was completed entirely electronically on May 5, was a refinance for a property in Winston-Salem and was executed by Hickory-based North State Bank. Upon completion […]

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Grace Carr Lee of Hoge Fenton

NEWS: Hoge Fenton Introduces Student Loan Repayment Benefit for Associates

SAN JOSE, Calif., May 24, 2017 (SEND2PRESS NEWSWIRE) — Hoge Fenton, a leading Northern California law firm, announced today that they have signed on with Boston-based Gradifi, the industry’s first provider of the Employer SLP Plan(TM) (Student Loan Paydown Plan) to introduce a new benefit for its associate attorneys: financial assistance with student loans.

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FORMFREE

NEWS: Ann Fulmer Joins FormFree as Chief Strategy and Industry Relations Officer

ATLANTA, Ga., May 23, 2017 (SEND2PRESS NEWSWIRE) — FormFree(R) today announced that it has hired mortgage loan quality subject matter expert and analyst Ann Fulmer as its chief strategy and industry relations officer. FormFree’s flagship product, AccountChek(R), is an asset verification app that streamlines the loan underwriting process for both borrowers and lenders, resulting in […]

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Jordan and Jordan Insurance Group

NEWS: Jordan & Jordan Announces Separation from John Powter Insurance Agency

ADDISON, Texas, May 19, 2017 (SEND2PRESS NEWSWIRE) — Linda Jordan ended her business partnership with Powter Insurance, and launched Product Liability Specialty, LLC doing business as Jordan and Jordan Insurance Group. This structural change will have little to no impact on daily business operations with the agency. Any correspondence and checks will continue to bear […]

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IDS, Inc.

NEWS: IDS Receives Certification from Fannie Mae, Freddie Mac for Its UCD XML File

SALT LAKE CITY, Utah, May 19, 2017 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced its Uniform Closing Dataset (UCD) XML file has been certified to meet all UCD requirements by both Fannie Mae and Freddie Mac ahead of the GSE’s September 25 deadline for UCD delivery. To have its […]

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Pacific Sunbelt Mortgage

NEWS: Pacific Sunbelt Mortgage Reports Stellar Customer Satisfaction Results

RIVERSIDE, Calif., May 17, 2017 (SEND2PRESS NEWSWIRE) — Pacific Sunbelt Mortgage, a division of Finance of America Mortgage, announced today the findings from its Q4 2016 customer satisfaction surveys. Pacific Sunbelt Mortgage is a long-time lender within the home building and REALTOR industry. The latest survey results included 138 responses with an overall average score […]

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DocMagic, Inc.

NEWS: DocMagic’s Total eClose Solution Facilitates First State Sponsored eClosing in North Carolina

TORRANCE, Calif., May 16, 2017 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the mortgage industry’s leading provider of document production, automated compliance and comprehensive eMortgage services, announced that it completed North Carolina’s first 100 percent paperless eClosing. The DocMagic-driven eClosing was completed on Friday, May 5th at North State Bank and was carried out in the presence […]

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Accountchek by Formfree

NEWS: AccountChek by FormFree Automates Asset Verification for Users of Black Knight Financial Services’ LoanSphere Empower Loan Origination System

ATLANTA, Ga., May 16, 2017 (SEND2PRESS NEWSWIRE) — FormFree(R) today announced the direct integration of its AccountChek(R) automated asset verification service with the LoanSphere(R) Empower(R) loan origination system (LOS) offered by Black Knight Financial Services, a leading provider of integrated technology, data and analytics to the mortgage and real estate industries.

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Reba Mathew

NEWS: EPIC Insurance adds Reba Mathew, Pharm.D., R.Ph to Employee Benefits Consulting Pharmacy Practice

SAN FRANCISCO, Calif. and HOUSTON, Texas, May 16, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Reba Mathew Pharm.D., R.Ph has joined the firm’s Employee Benefits Consulting Practice as Pharmacy Practice Director.

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The Mortgage Collaborative (TMC)

NEWS: The Mortgage Collaborative Welcomes LaNette Holley as Director of Strategic Initiatives

SAN DIEGO, Calif., May 9, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, announced the hiring of LaNette Holley as their Director of Strategic Initiatives. Holley comes to The Mortgage Collaborative with over 25 years of experience in the area of mortgage lending.

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DocMagic and BeSmartee

NEWS: DocMagic and BeSmartee Integrate, Creating a Fast, Fully Digital Application Process for Borrowers

TORRANCE, Calif., May 9, 2017 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the mortgage industry’s leading provider of document production, automated compliance and comprehensive eMortgage services, announced that it completed an integration with BeSmartee, a leader in mortgage automation technology.

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