TROY, Mich., Sept. 16, 2014 (SEND2PRESS NEWSWIRE) — United Wholesale Mortgage (UWM), one of the largest and fastest wholesale mortgage lenders in the nation, announced that Laura Lawson has been promoted to the newly created position of chief people officer (CPO). Previously, Lawson served as senior vice president of marketing where she was responsible for […]
Archive | Finance
Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.
NEWS: ArteQuesta Offers New Art Investment Program for Military Families
MILL VALLEY, Calif., Sept. 11, 2014 (SEND2PRESS NEWSWIRE) — Today ArteQuesta announces a new art investment program in its support for veterans and military families. The fine arts investment company believes that every opportunity for the enjoyment of art, including the opportunity for art investment, should be given to those who serve the United States.
NEWS: Protector Holdings Acquires SavePro Insurance Solutions
SAN FRANCISCO, Calif., Sept. 8, 2014 (SEND2PRESS NEWSWIRE) — Protector Holdings, LLC, a joint venture of EPIC (Edgewood Partners Insurance Center) and Dowling Capital Partners, announced today the acquisition of Northern California’s SavePro Insurance Solutions.
NEWS: U.S. Department of Justice (DOJ) Awards iFOS $3 Million Contract
COLUMBIA, Md., Sept. 3, 2014 (SEND2PRESS NEWSWIRE) — iFOS today announced it has received award notification to provide Administrative, Budget and Program Support Services for anti-violence programs at the United States Department of Justice, Office on Violence Against Women (OVW). The contract is a firm fixed price contract with a five-year performance period.
NEWS: HECM Reverse Mortgages Have Less Risk for Lenders says ReverseVision Board Member, Industry Expert Jeffrey Taylor
SAN DIEGO, Calif., Sept. 2, 2014 (SEND2PRESS NEWSWIRE) — Mortgage lenders offering the HUD-insured Home Equity Conversion Mortgage (HECM) will find that originating reverse loans carries fewer risks than traditional mortgages. Recent HUD changes have made these loans even better suited to serve their intended purpose, according to reverse mortgage expert Jeffrey Taylor, a ReverseVision […]
NEWS: Inc. 5000 Ranks United Shore in top 25 percent of America’s Fastest Growing Private Companies
TROY, Mich., Aug. 26, 2014 (SEND2PRESS NEWSWIRE) — With three year sales growth of 480 percent, United Shore ranked No. 1071 on the Inc. 5000 list of fastest growing private companies. United Shore, parent company of top wholesale mortgage lender United Wholesale Mortgage, is revolutionizing lending from a commodity to a service based business.
NEWS: IDS Launches Mortgage Compliance Resource Center for Doc Prep Clients
SALT LAKE CITY, Utah, Aug. 25, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announced it has launched a comprehensive ‘Resources’ website within its flagship doc prep system idsDoc. The main feature of the site, a compliance-focused blog authored by IDS Compliance Officer Jonathan Johnson, was made available to clients […]
NEWS: Jody Collup of Global DMS Named a ‘Top 25 Most Connected Mortgage Professional’
LANSDALE, Pa., Aug. 19, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of Web-based compliant valuation management software, announced that its vice president of marketing, Jody Collup, has been honored by National Mortgage Professional Magazine on its ‘Top 25 Most Connected Mortgage Professionals’ list.
NEWS: EPIC adds retail team from JLT Towers Re
SAN FRANCISCO, Calif., Aug. 13, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationwide retail property, casualty and employee benefits insurance broker/consultant, announced today the addition of the retail risk management and property/casualty team of JLT Towers Re. This strategic build-out of a team serving large, complex risk management accounts is a product […]
NEWS: Jennifer Terra Joins Wholesale Trading Co-Op in New York
SAN FRANCISCO, Calif., Aug. 4, 2014 (SEND2PRESS NEWSWIRE) — Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that casualty brokerage veteran Jennifer Terra has joined the firm as Vice President/Casualty Broker.
NEWS: Scott Law Firm Automates Name Permutation Searches for Military Personnel to Comply with SCRA, Quandis Technology Enables
FOOTHILL RANCH, Calif., July 30, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of mortgage servicing software, announced that Scott Law Firm, which serves the default servicing industry, is actively utilizing its new military search name permutation functionality. Scott Law Firm can now more easily and efficiently identify active duty military borrowers in the […]
NEWS: NHL Franchise Carolina Hurricanes Select Massey Consulting to Implement Intacct Financial Accounting
RALEIGH, N.C., July 29, 2014 (SEND2PRESS NEWSWIRE) — Massey Consulting has been selected by the Carolina Hurricanes to implement cloud-based Intacct Financial Accounting, the company announced today. The Carolina Hurricanes will use Intacct to track the financials of the franchise, each home game, as well as other entertainment events held at PNC Arena.
NEWS: EPIC Purchases Jenkins Insurance Services
SAN FRANCISCO, Calif., July 21, 2014 (SEN2PRESS NEWSWIRE) — The shareholders of Jenkins Insurance Services (Jenkins), a Leavitt Group agency, have sold 100 percent of their shares in Jenkins to EPIC (Edgewood Partners Insurance Center). The transaction, which closed on July 17, was retroactively effective July 1. Jenkins, with California offices in Concord, Sacramento, San […]
NEWS: Andrea Levin joins EPIC as a Vice President in Petaluma
PETALUMA, Calif., July 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance broker/consultant, announced today the addition of Andrea Levin as a vice president in their Petaluma office. Levin brings 24 years of experience in the development and management of property and casualty insurance and risk […]
NEWS: OpenClose LOS Establishes Secondary Marketing Transparency and Control Across all Lending Channels
WEST PALM BEACH, Fla., July 11, 2014 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class end-to-end loan origination system (LOS) provider, announced that lenders are successfully using the secondary marketing component of its LOS, LenderAssist(TM), to deliver greater insight and control for secondary marketing departments.
NEWS: LTC Global Marketing and LTC Financial Partners Merge to Form Large One-Stop Shop for Long Term Care and Medicare Insurance Solutions
KIRKLAND, Wash., July 2, 2014 (SEND2PRESS NEWSWIRE) — Today LTC Financial Partners, LLC and LTC Global Marketing Inc. announced the completion of the merger of the two companies into one of America’s largest distributors of senior market insurance products. Industry veteran Denise Gott, formerly Executive Vice President of LTC Financial, will serve as Chief Executive […]
NEWS: Southern New Hampshire University Selects Regent Education’s Financial Aid Management Solution, Regent 8
MANCHESTER, N.H., June 30, 2014 (SEND2PRESS NEWSWIRE) — Southern New Hampshire University (SNHU) has selected Regent Education’s financial aid management system — Regent 8 — to support financial aid processes for all their students and programs including their industry-leading online programs and their new and cutting edge Competency Based Education program known as College for […]
NEWS: Oceanside Jewelers announces the opening of Oceanside Pawn Shops
OCEANSIDE, Calif., June 12, 2014 (SEND2PRESS NEWSWIRE) — Master jeweler Chad Elliott of Oceanside Jewelers has expanded their award winning jewelry design storefront to now include Oceanside Pawnshops. Having applied for and received a pawnbroker’s license from the State of California to offer pawn loans in exchange for personal jewelry, Oceanside Jewelers is pleased to […]
NEWS: Global DMS and Collateral Analytics Team to Offer Enhanced Valuation Services
LANSDALE, Pa. and HONOLULU, Hawaii, June 10, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of Web-based compliant valuation management software, and Collateral Analytics, a leading provider of real estate analytics and valuation products, announced they formed a strategic alliance that integrated various components of their software valuation solutions.
NEWS: IDS Makes Fourth Appearance on Mortgage Technology’s Annual ‘Top 50 Service Provider’ List
SALT LAKE CITY, Utah, May 21, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announced it has made its fourth consecutive appearance on the Top 50 Service Providers list, issued by SourceMedia’s Mortgage Technology magazine.
NEWS: MCT Trading, Inc. Officially Introduces MCTlive, a Browser-based Software Platform for Secondary Marketing Departments
SAN DIEGO, Calif., May 14, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging, loan sale execution, and risk management services, announced the formal launch of MCTlive(TM), a secondary marketing technology platform designed for capital markets trading and pipeline management. MCTlive provides lenders with a browser-based software solution, robust […]
NEWS: IDS Sees Significant Mortgage Document E-sign Adoption Among Customers in 2013
SALT LAKE CITY, Utah, May 1, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announced more than half (51.6 percent) of all document packages it processed in 2013 were signed electronically. In addition, following the IRS’s approval of electronically signed 4506-T documents in late 2012, 18.5 percent of all 4506-T […]
NEWS: Ding Guard, a division of First Lenders Data, Inc., and First Community Credit Union announce dent removal service plan for auto loan applicants
AUSTIN, Texas, April 1, 2014 (SEND2PRESS NEWSWIRE) — Ding Guard, an Austin, Texas-based automobile service contract provider, and First Community Credit Union announced today that members will now have access to a value-add service through Ding Guard, a leading product in automotive cosmetic reconditioning. The partnership provides a non-interest income product offering as part of […]
NEWS: Global DMS Integrates eTrac With CoreLogic Enterprise Lending Platform to Create More Seamless Appraisal Process
LANSDALE, Pa., April 1, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of Web-based compliant valuation management software, announced that its eTrac Enterprise platform has been integrated with the CoreLogic(R) ChannelMaster(R) Enterprise Lending Solution (ELS). The integration allows ChannelMaster users to compliantly order and process appraisals, attain real-time status updates, establish transparency and control, […]
NEWS: MasterCare, a National LTC Network Member Firm, Recommends Consumers Work with Long Term Care Insurance Specialists
OVERLAND PARK, Kan., March 28, 2014 (SEND2PRESS NEWSWIRE) — The National LTC Network announces its immediate past Chairman, Mike Skiens, is featured in an article on long term care planning in Kiplinger’s Retirement Report (March 2014).
NEWS: ReverseVision Adds Gregg Holsapple as Product Strategist
SAN DIEGO, Calif., March 20, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision the leading software and technology provider for the reverse mortgage industry, is pleased to announce that Gregg Holsapple has joined as Product Strategist. In this role, Holsapple will have responsibility for product and program analysis, developing requirements and building out our product design process.
NEWS: Long-Term Care Leader Extends Strategic Partnership Offer to Hundreds of Senior-Market Professionals
KIRKLAND, Wash., March 12, 2014 (SEND2PRESS NEWSWIRE) — Today LTC Financial Partners, LLC (LTCFP) announces a broad expansion of its strategic partnership program. ‘We’re opening our doors to seasoned senior-market professionals who want to expand their service offerings through a turn-key process,’ says Denise Gott, Executive Vice President for LTCFP.
NEWS: HousingWire Magazine Names Quandis to its Inaugural HW TECH100 List
FOOTHILL RANCH, Calif., March 7, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management technology solutions, announced that it earned a spot on HousingWire magazine’s new HWTECH 100(TM) list. Quandis is among 23 companies recognized in the servicing category of the list.
NEWS: EPIC adds Director of Account Executives Sean Leonard to its Southeast division, The McCart Group
DULUTH, Ga., Feb. 27, 2014 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has added Sean Leonard to the employee benefits consulting practice in their Southeast division, The McCart Group. Leonard brings more than 19 years of managerial experience in human resource and benefits, including […]
NEWS: ReverseVision Adds Chief Technology Officer Jason Meches
SAN DIEGO, Calif., Feb. 26, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading software and technology provider for the reverse mortgage industry, has added Jason Meches as Chief Technology Officer (CTO). In this role, Meches will have responsibility for the development and operations of ReverseVision technology products.
NEWS: Galorath’s SEER for Manufacturing Integrated Into Dassault Systemes 3DEXPERIENCE Platform
LOS ANGELES, Calif., Feb. 25, 2014 (SEND2PRESS NEWSWIRE) — Galorath, Inc. is excited to announce that it has reached an agreement with Dassault Systemes, to integrate SEER for Manufacturing with CATIA, the world’s leading application for product design and innovation. For many companies, cost estimating is a very fragmented activity and the inclusion of SEER’s […]
NEWS: Evolving Tax Benefits Make Long-Term Care Planning More Attractive – Multiple Incentives Now Moderate the Cost
KIRKLAND, Wash., Feb. 18, 2014 (SEND2PRESS NEWSWIRE) — Long-term care services, which are generally not covered by Medicare or regular health insurance, can be expensive. ‘Sticker shock keeps many from thinking about it,’ says Ken Dehn, General Counsel for LTC Financial Partners LLC (LTCFP), one of the nation’s most experienced long term care insurance solutions […]
NEWS: Brandman University Selects Regent Education’s Financial Aid Management Solution, Regent 8, as they transition to Competency Based Learning
IRVINE, Calif., Feb. 14, 2014 (SEND2PRESS NEWSWIRE) — Brandman University has selected Regent Education’s financial aid management solution to enable them to successfully transition to Competency Based Learning and support their innovative curriculum model. Regent 8 is the only financial aid management solution to offer complete support for all enrollment models including standard term, non-term, […]
NEWS: East Cambridge Savings Bank Turns to Content Marketing to Boost Sales
BOSTON, Mass., Feb. 13, 2014 (SEND2PRESS NEWSWIRE) — Truebridge, a financial marketing company based in Boston, is pleased to announce East Cambridge Savings Bank’s launch of their online Financial Answer Center. Their implementation of Truebridge’s Content Marketing System is one of many examples of financial institutions turning to Content Marketing to increase revenue.
NEWS: Therapy Partner, Announces Launch of 3.0, Including Integrated Scheduling, Billing, and Progress Notes
DENVER, Colo., Feb. 10, 2014 (SEND2PRESS NEWSWIRE) — Therapy Partner, a national leader in providing online, streamlined and clean technology for the needs of clinicians in private practice (psychologists, psychiatrists, and therapists), has launched 3.0 a progressive, single device application, for complete practice management. Therapy Partner 3.0 has a user interface that is intuitive and […]
NEWS: MCT’s COO Phil Rasori to Speak at Eastern Secondary Market Conference
SAN DIEGO, Calif., Feb. 5, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging and risk management services, today announced that its COO, Phil Rasori, is scheduled to present at the 11th Annual Eastern Secondary Market Conference.
NEWS: EPIC adds Risk Management Professional Don Atkinson to its Southeast Region, The McCart Group
DULUTH, Ga., Feb. 5, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center) a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has added Don Atkinson to the risk management consulting practice in their Southeast Region, The McCart Group. Atkinson brings 29 years of experience in risk management and insurance […]
NEWS: Home Improvement and Remodeling Service Industry Score Below Average in the Planese Inc. U.S. Customer Satisfaction Survey
SUNNYVALE, Calif., Jan. 29, 2014 (SEND2PRESS NEWSWIRE) — Planese Inc. released a summary of its Consumer Satisfaction Survey this week. Local Retailers are the best at meeting the needs of their customers – and grocery stores offer the most predictable consumer experience. The report was compiled from a survey of U.S. homeowners to determine their […]
NEWS: International Document Services’ Growth in Mortgage Document Preparation Drives Expansion of Customer Service Team in 2013
SALT LAKE CITY, Utah, Jan. 28, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announced it has expanded its internal customer service team by 72 percent in 2013 and its overall staff by 45 percent. The company attributes the expansion to increased demand for the company’s initial disclosure document preparation […]
NEWS: IDS Selects Sales Veteran Daniel Miller as Vice President of Business Development
SALT LAKE CITY, Utah, Jan. 17, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) has hired Daniel Miller as vice president of business development. With nearly 20 years’ experience in sales, Miller will be responsible for overseeing IDS’s various partner integrations and new customer implementations, in addition to managing and […]