Finance News, including banking, mortgage lending, public companies, economic reports, earnings, and related financial news.
SAN DIEGO, Calif., Sept. 6, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Jamie Hopkins, Esq., MBA, LLM, CLU(R), RICP(R), has joined its board of directors. A noted expert and frequent speaker on matters of financial planning and retirement income, Hopkins is also […]
POMPANO BEACH, Fla., Sept. 6, 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 first quarter of 2016. Using the Fannie Mae loan defect taxonomy, the report details the analysis of post-closing quality […]
KIRKLAND, Wash., Aug. 29, 2016 (SEND2PRESS NEWSWIRE) — Many Americans realize they need long-term care insurance, but balk at the premiums. “Now there’s an easy way to pay,” says Denise Gott, CEO of ACSIA Partners. “Just use some of the money that’s already in your Health Savings Account.”
ATLANTA, Ga., Aug. 25, 2016 (SEND2PRESS NEWSWIRE) — FormFree Holdings Holdings Corp. (FormFree), a provider of automated verification software, today announced that Mortgage Financial Services has selected AccountChek(TM) to automate borrower asset review for an easier, faster home loan application process.
ADDISON, Texas, Aug. 25, 2016 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode today announced it will purchase eNotes for loans closed electronically from approved sellers through its correspondent lending channel.
SAN DIEGO, Calif., Aug. 23, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, announced it has completed its integration with Informative Research, one of the nation’s oldest and largest credit reporting agencies. The integration makes it faster and easier for users of RV Exchange (RVX) loan […]
POMPANO BEACH, Fla., Aug. 16, 2016 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced it has hired Dan Thoms as Chief Revenue Officer. Thoms possesses a deep background in the mortgage industry, having served in executive capacities for almost 20 years.
SAN DIEGO, Calif., July 7, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision today announced the release of key updates to ReverseVision Sales Accelerator (RVSA), a web-based loan origination tool specifically designed to assist loan officers with the sale of reverse mortgages. ReverseVision will celebrate the release with a “Closed-Loan Challenge” for loan officers who convert RVSA contacts […]
PROVO, Utah, June 28, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leader in electronic document and data workflow technology for lenders, settlement agents and counties, announced it has made several new hires in order to better support its mortgage lending clients and product lines.
SAN DIEGO, Calif., June 27, 2016 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the industry’s only independent mortgage lending cooperative, has surpassed $100 Billion in originations with the addition of its 59th preferred member, Movement Mortgage.
KIRKLAND, Wash., June 27, 2016 (SEND2PRESS NEWSWIRE) — If you’re in the market for long-term care insurance, you may be in for a long, exasperating slog, according to ACSIA Partners, one of America’s largest long-term care insurance agencies. “Unfortunately, LTC insurance isn’t an easy thing to buy,” says Denise Gott, the company’s CEO.
ATLANTA, Ga., June 23, 2016 (SEND2PRESS NEWSWIRE) — FormFree Holdings Corp. (FormFree), a provider of automated verification software, announced that Addison, Texas-based Mid America Mortgage has chosen AccountChek(TM) to conduct automated reviews of borrowers’ asset accounts as part of its push towards executing a complete eMortgage.
FOOTHILL RANCH, Calif., June 23, 2016 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management software and services, announced that it released a technology solution to help lending organizations comply with changes to the Military Lending Act (MLA) that take effect on Oct. 3, 2016. The MLA provides a number of new rules […]
DENVER, Colo., June 16, 2016 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), the premier provider of third-party residential mortgage origination services, today announced that Jennifer Fountain has been named senior vice president of due diligence and will have oversight of its closed-loan file review business.
SAN FRANCISCO, Calif., June 16, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, today announced a significant milestone, having become the 15th largest employee benefits broker/consultant in the U.S. In addition, EPIC ranks #11 among the country’s fastest growing large group broker/consultants, based […]
SAN FRANCISCO, Calif. and STAMFORD, Conn., June 15, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that risk management professional Mark Millard has joined the firm’s Stamford, Conn.-based EPIC Risk Solutions team as a Principal and Senior Producer.
IRVINE, Texas, June 14, 2016 (SEND2PRESS NEWSWIRE) — LeaseAccelerator announced today that its CEO, Michael Keeler, will participate in a panel at the upcoming Financial Executives International (FEI) New Lease Accounting Standard Conference. Issued earlier this year, the new standards, FASB ASU 2016-02 (or Topic 842) for US GAAP and IFRS 16, will require companies […]
SAN DIEGO, Calif., June 6, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, has partnered with Factual Data to provide integrated credit reporting solutions to users of RV Exchange (RVX) loan origination software (LOS). Credit information supplied by Factual Data is available in RVX as of […]
NEW YORK, N.Y., June 3, 2016 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently held an event at the Harvard Club examining the complex topic of family giving. A panel of professionals offered their knowledge and perspectives on how wealthy families […]
NEW YORK, N.Y., May 31, 2016 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently volunteered a day of service at God’s Love We Deliver (GLWD), a New York-based charitable organization.
DENVER, Colo., May 24, 2016 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), the premier provider of third-party residential mortgage origination services, announced today that it will expand its closed-loan file review services beginning in Q3 2016. Closed-loan review, also known as pre-purchase review, is the review and approval of loans prior to investor purchase, or […]
FLAT ROCK, N.C., May 17, 2016 (SEND2PRESS NEWSWIRE) — Michael “Mike” Smith, M.B.A., and Certified Health Care Financial Professional (or CHFP), has been named director of finance with Four Seasons Compassion for Life. Smith attributes Four Seasons’ leaders for modeling quality personal growth and professional development.
SAN DIEGO, Calif., May 12, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Vice President of Sales and Marketing Wendy Peel is one of Mortgage Professional America (MPA) magazine’s 2016 ‘Elite Women in Mortgage.’
TORRANCE, Calif., May 12, 2016 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced the formal launch of its fully integrated ‘eQC’ solution that automates due diligence for investors and correspondent lenders.
SAN DIEGO, Calif., May 11, 2016 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the addition of 14 new lenders to their national network of originating members, according to the Collaborative’s EVP of National Sales and Strategic Alliances, Rich Swerbinsky.
NEW YORK, N.Y., May 11, 2016 (SEND2PRESS NEWSWIRE) — Jonathan B. Roberts, Chief Compliance Officer and Senior Vice President at KFWA (Klingenstein Fields Wealth Advisors), a leading wealth management firm with approximately $3 billion in assets under management, welcomed attendees with insightful opening remarks at the Investment Adviser Association’s (IAA) 2016 Annual Leadership Conference.
PROVO, Utah, May 5, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leader in electronic document and data workflow technology for lenders, settlement agents and counties, announced it has installed its e-recording solution in 16 additional county recording offices across Alabama, Arkansas, Georgia, Florida, Louisiana, North Carolina and Pennsylvania.
SAN DIEGO, Calif., May 4, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. (ReverseVision) is pleased to announce that it is again offering the popular ‘Home-Equity Loans Facts Track’ seminar for mortgage lenders interested in learning more about the home-equity conversion mortgage (HECM) loan on May 11 at the Hyatt Regency Huntington Beach, Sandpiper Room from 12:30 […]
PROVO, Utah, May 2, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, the nation’s largest e-recording service provider, has partnered with Landtech Data Corporation (Landtech) to improve recording efficiency and ease payment processing for Landtech’s nationwide customer base. The integration will further advance the efficiency of the e-recording process by allowing settlement service providers to submit and pay […]
NEW YORK, N.Y., April 21, 2016 (SEND2PRESS NEWSWIRE) — JenCap Holdings, LLC, a consolidator of specialty insurance distribution and program management businesses, including managing general agencies, specialty program underwriters, transactional wholesale brokers and captive managers, has acquired specialist MGA and wholesaler Trivedi-Capacity Associates, LLC. JenCap Holdings, LLC is a portfolio company of The Carlyle Group.
SAN DIEGO, Calif., April 20, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision announced today that Willow Bend Mortgage (Willow Bend), an independent mortgage lender serving the South Central United States, has selected RV Exchange (RVX) as its reverse mortgage loan origination software (LOS). A long-standing community lender in its home state of Texas, Willow Bend began expanding […]
DENVER, Colo., April 20, 2016 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), the premier provider of third-party residential mortgage origination services, reports a marked uptick in non-Qualified Mortgage (non-QM) inquiries in the first quarter of 2016. According to President and Founder Brian Simons, staffing requests from Altavera’s clients suggest the industry is preparing for increased […]
NEW YORK, N.Y., April 19, 2016 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Lacey Johnson has joined the firm as a Director and Wealth Advisor. In this role, Ms. Johnson will be responsible for advising high-net-worth […]
SALT LAKE CITY, Utah, April 18, 2016 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it achieved 11 single-day company records for total document orders in 2015. Overall document fulfillment increased 24 percent from 2014 to 2015, with initial disclosures and closing documents seeing similar growth (26 percent and 22 […]
GREAT FALLS, Va., April 18, 2016 (SEND2PRESS NEWSWIRE) — LeaseAccelerator, the leader in Equipment Lease Management software, today announced a new release featuring updated functionality to support the new lease accounting standards introduced by the Financial Accounting Standards Board (FASB) and the International Accounting Standards Board (IASB). With support for FASB ASC 842 and IFRS […]
TORRANCE, Calif., April 14, 2016 (SEND2PRESS NEWSWIRE) — DocMagic, Inc. the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that it was named to National Mortgage Professional magazine’s annual ‘Top 100 Mortgage Employers’ list for 2016.
WESTON, Fla., April 13, 2016 (SEND2PRESS NEWSWIRE) — Biggrey Trust takes the best of what other consumer protection services have to offer and combines them all into one winning solution. Biggrey Trust has two missions: to provide consumer protection and to help stores increase sales. When you have one, the other will follow.
TERRE HAUTE, Ind., April 11, 2016 (SEND2PRESS NEWSWIRE) — A search committee tasked with finding a replacement for the retired director of the Terre Haute Department of Redevelopment will recommend that the Terre Haute Economic Development Corporation (THEDC) assume management of the department. The recommendation will be made at the April 20 meeting of the […]
SOUTH JORDAN, Utah, April 7, 2016 (SEND2PRESS NEWSWIRE) — W. Val Oveson has joined Taxometry as Senior Vice President of Tax Administration. His responsibilities include oversight and implementation of the company’s product and delivery.
SAN DIEGO, Calif., April 5, 2016 (SEND2PRESS NEWSWIRE) — Jeff Birdsell, CMB and vice president of professional services for ReverseVision, Inc., today was honored with Mortgage Banking magazine’s Tech All-Star award. Mortgage Bankers Association (MBA) Chief Economist Mike Fratantoni and Mortgage Banking Editor-in-Chief Janet Hewitt presented Birdsell with the award during the MBA’s National Technology […]
