Finance News – including banking, insurance, mortgage lenders, risk management, public companies, funding and investment services, and related financial news from the Send2Press Newswire service.
| From: EPIC Insurance Brokers and Consultants
DULUTH, Ga. and SAN FRANCISCO, Calif., Aug. 18, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of HR Technology Solutions Jamie Chambers will present at the 2017 SHRM-Atlanta Symposium on Tuesday, Aug. 22 at 3 p.m. at the Infinite Energy Center in Duluth, Ga.
| From: The Mortgage Collaborative
SAN DIEGO, Calif., Aug. 17, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, announced a new partnership with Notarize, the nation’s first entirely digital mortgage closing and remote notarization provider, adding them to the preferred partner network.
| From: OpenClose
WEST PALM BEACH, Fla., Aug. 17, 2017 (SEND2PRESS NEWSWIRE) — OpenClose, a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced that its president, JP Kelly, has been awarded the ‘Top 50 Most Connected Mortgage Professionals’ distinction for 2017 by National Mortgage Professional (NMP) magazine.
| From: EPIC Insurance Brokers and Consultants
ATLANTA, Ga. and SAN FRANCISCO, Calif., Aug. 16, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC client the City of Atlanta recently celebrated the grand opening of a new Wellness Center for city employees. This 12,000-square foot facility is located in the City Plaza building across from Atlanta’s City Hall.
| From: The Mortgage Collaborative
SAN DIEGO, Calif., Aug. 15, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, announces a new pilot with a focus on affordable lending support and education for select lenders that are members of TMC’s network, using educational resources and materials provided by Fannie Mae.
| From: DIB Funding, Inc.
ROCKFORD, Mich., Aug. 15, 2017 (SEND2PRESS NEWSWIRE) — DIB Funding, Inc., the developer of DIBCoin, has hired Ambisafe, Inc. to create DIBCOIN 2.0 on the Etherium blockchain and to update our DIB Wallet. Public coin holders as of the exchange date will receive an exclusive exchange rate of two for one (i.e., 2 DIBCOIN 2.0 for every 1 DIBCOIN they hold). This will result in a 100-percent increase in the number of DIBCOIN held by each coin holder.
| From: The Mortgage Collaborative
SAN DIEGO, Calif., Aug. 14, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, announced a new partnership with national compliance solutions provider, Strategic Compliance Partners. The new relationship with Strategic Compliance Partners adds another best-in-class mortgage compliance company to their preferred partner network.
| From: ACSIA Partners LLC
KIRKLAND, Wash., Aug. 14, 2017 (SEND2PRESS NEWSWIRE) — The number of Americans age 65 and older is on track to double — from 46 million now to over 98 million in 2060, when today’s 20-somethings will be turning 65. At that time the 65-plus age group’s share of the population will have jumped to 24-percent from 15-percent today. “Think of it,” says Denise Gott, CEO of ACSIA Partners, “one in four of us will be in the older group, at high risk of needing long-term care.”
| From: FormFree
ATHENS, Ga., Aug. 10, 2017 (SEND2PRESS NEWSWIRE) — FormFree has hired brand strategist and marketing expert Patricia “Patty” Ramirez Pinckney as senior director of marketing. In this role, Pinckney will drive planning and implementation of FormFree’s marketing campaigns, govern its strategic positioning within the mortgage industry and manage the firm’s brand.
| From: Simplifile
PROVO, Utah and HONOLULU, Hawaii, Aug. 9, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Title Guaranty has completed the first-ever e-recording of a Land Court document in the state of Hawaii using Simplifile’s E-recording service. The document, a mortgage, was submitted into the public record on July 26 in a process that took only minutes.
| From: ReverseVision Inc.
SAN DIEGO, Calif., Aug. 8, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading technology provider for the reverse mortgage industry, today announced that Western Ohio Mortgage Corp. (WOMC) has selected RV Exchange (RVX) loan origination technology to support its Home Equity Conversion Mortgage (HECM) operations.
| From: Mid America Mortgage, Inc.
ADDISON, Texas, Aug. 7, 2017 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today that Chief Operating Officer (COO) Kara Lamphere has been honored by two mortgage industry media outlets for her contributions to both Mid America and the industry at large.
| From: International Document Services, Inc.
SALT LAKE CITY, Utah, Aug. 4, 2017 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has promoted its former Manager of Development Beckie Santos to the newly created position of Manager of New Product Development. In her new role, Santos will leverage her development experience to work closely with the IDS development team as well as operations, quality assurance and compliance to help shape and guide future IDS solutions.
| From: Mortgage Capital Trading Inc.
SAN DIEGO, Calif., Aug. 3, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that its Director of MSR Services Phil Laren is scheduled to speak on a must-attend panel session. The panel will be hosted by the California Mortgage Bankers Association (CMBA) at their annual Loan Servicing and Technology Conference in San Diego Calif. from Aug. 6 to 8 at the Westin Hotel.
| From: Pendo Management
LEE’S SUMMIT, Mo., Aug. 3, 2017 (SEND2PRESS NEWSWIRE) — Pendo, a nationwide appraisal management company (AMC), announced that Alicia Branstetter, the company’s vice president of marketing, has been named to HousingWire magazine’s seventh annual Women of Influence list, just one year after joining the housing industry.
| From: Simplifile
PROVO, Utah, Aug. 3, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced today that 17 additional counties throughout the Midwest and Western United States have joined the Simplifile e-recording network.
| From: EPIC Insurance Brokers and Consultants
DENVER, Colo., and SAN FRANCISCO, Calif., Aug. 3, 2017 (SEND2PRESS NEWSWIRE) — The National Real Estate Practice of EPIC Insurance Brokers and Consultants has contributed $32,000 to Mercy Housing Lakefront to upgrade the computer lab at the Pullman Wheelworks Apartments, offering residents state-of-the art online tools to advance their educational and career goals.
| From: Mid America Mortgage, Inc.
ADDISON, Texas, Aug. 3, 2017 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today it has promoted former Chief Compliance Officer and Director of Correspondent Lending Kara Lamphere to Chief Operating Officer (COO).
| From: EPIC Insurance Brokers and Consultants
NEW YORK and SAN FRANCISCO, Calif., Aug. 2, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Denise Walsh has joined the firm as Vice President and Assistant General Counsel.
| From: Altavera Mortgage Services LLC
DENVER, Colo., Aug. 2, 2017 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), a Computershare company and leading provider of outsourced residential mortgage origination services, today announced that Chief Operating Officer Debora Aydelotte has been named one of HousingWire magazine’s 2017 Women of Influence.
| From: ReverseVision Inc.
SAN DIEGO, Calif., Aug. 1, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Wendy Peel, its vice president of sales and marketing, has been named to HousingWire’s 2017 “Women of Influence” list.
| From: LBA Ware
MACON, Ga., July 28, 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 Founder and President Lori Brewer has been honored as one of Mortgage Professional America (MPA) magazine’s 2017 “Elite Women in Mortgage.”
| From: FormFree
ATHENS, Ga., July 27, 2017 (SEND2PRESS NEWSWIRE) — FormFree(R) today announced that Chief Strategy and Industry Relations Officer Ann Fulmer is one of Mortgage Professional America (MPA) magazine’s 2017 “Elite Women in Mortgage.” Fulmer, who officially joined FormFree in May but has served the firm in an advisory capacity for several years, was recognized for her significant contributions to FormFree’s staggering growth.
| From: Altavera Mortgage Services LLC
DENVER, Colo., July 27, 2017 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), a Computershare company and leading provider of outsourced residential mortgage origination services, today announced that Senior Vice President of Due Diligence Jennifer Fountain has been named one of Mortgage Professional America’s 2017 Elite Women in Mortgage. Fountain was recognized as a distinguished expert in the areas of credit and underwriting policy, operations, due diligence, management and training.
| From: EPIC Insurance Brokers and Consultants
SAN FRANCISCO, Calif., July 27, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage, and employee benefits consultant, announced today that private equity firm Oak Hill Capital Partners (Oak Hill) has agreed to acquire all of The Carlyle Group’s stake, giving Oak Hill a controlling equity position in EPIC. Oak Hill’s investment will enable EPIC to continue its aggressive organic growth strategy.
| From: Simplifile
PROVO, Utah, July 27, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Vice President of Sales Vicki DiPasquale is one of Mortgage Professional America (MPA) magazine’s 2017 Elite Women in Mortgage.
| From: UNALP CPA Group Inc.
WALNUT CREEK, Calif., July 25, 2017 (SEND2PRESS NEWSWIRE) — Unalp CPA Group, Inc. announced today that founder Jeffrey Unalp, CPA, has earned the AICPA badge for completing the Not-For-Profit (NFP) Certificate Program. Unalp CPA outsourced accounting services provide nonprofit clients with compliance, timely reporting and execution of accounting duties.
| From: TRK Connection
SALT LAKE CITY, Utah, July 21, 2017 (SEND2PRESS NEWSWIRE) — TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced it has promoted former Senior Systems Architect Randy Abbey to Chief Technology Officer (CTO). In this new role, Abbey will bring to bear his two decades of SaaS, cloud security and diverse solution development expertise.
| From: EPIC Insurance Brokers and Consultants
SAN FRANCISCO, Calif. and HOUSTON, Texas, July 20, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, and a member of the American National Standards Institute / American Society of Safety Engineers (ANSI/ASSE) Z390 Hydrogen Sulfide Training Committee, announced today the approval and upcoming publication of a revised Hydrogen Sulfide Safety Training Standard (ANSI/ASSE Z390.1-2017).
| From: Mortgage Capital Trading Inc.
SAN FRANSISCO, Calif., July 19, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced at the California Mortgage Bankers Association’s (CMBA) annual Western Secondary Market Conference held in San Francisco, that it has released new secondary marketing technology to improve the industry’s existing loan sale practices. Dubbed Bulk Acquisition Manager(TM) (BAM), the solution automates the process of packaging and transferring bulk loan bids, which benefits investors, lenders and MCT’s team of mortgage loan traders.
| From: The Mortgage Collaborative
SAN DIEGO, Calif., July 19, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, today announced that industry authority Arthur Prieston has been appointed chair of its newly formed Capital Markets Committee. In this role, Prieston will lead capital market engagements for the group’s lender members.
| From: The Mortgage Collaborative
SAN DIEGO, Calif., July 18, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, announced a new partnership with national correspondent investor and mortgage loan servicer, The Money Source. The new relationship with The Money Source adds another best-in-class national correspondent investor to their preferred partner network.
| From: ACSIA Partners LLC
KIRKLAND, Wash., July 18, 2017 (SEND2PRESS NEWSWIRE) — Last year the U.S. Department of Health & Human Services issued a report about Americans’ concerns and actions related to long-term care (LTC), also referred to as long-term services and supports (LTSS). “The main takeaway was not the particulars of the responses, in our view,” says Denise Gott, CEO of ACSIA Partners. “It was the fact that participants considered and faced the issues.”
| From: JenCap Holdings LLC
NEW YORK, N.Y. and STERLING HEIGHTS, Mich., July 17, 2017 (SEND2PRESS NEWSWIRE) — JenCap Holdings LLC announced today that it has agreed to acquire privately held Special Risks Facilities, Inc., an MGA/contract binding authority and wholesale insurance brokerage firm based in Sterling Heights, Michigan with another office in Peoria, Arizona. Special Risks was formed in 1971 and has been led by Jack Klebba and Randy Kaszeta. Messrs.
| From: ARMCO ACES Risk Management
POMPANO BEACH, Fla., July 13, 2017 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software ACES Audit Technology(TM), announced that chief operating officer Phil McCall has been promoted to company president. In his new role, McCall will oversee all operations for the company, including the expansion of the company’s award-winning ACES Audit Technology platform.
| From: Pendo Management
LEE’S SUMMIT, Mo., July 11, 2017 (SEND2PRESS NEWSWIRE) — Pendo, a nationwide appraisal management company (AMC), announced a strategic partnership with The Mortgage Collaborative’s preferred partner network to provide appraisal management services to the organization’s 112 lender members.
| From: International Document Services, Inc.
SALT LAKE CITY, Utah, July 11, 2017 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has expanded the settings and capabilities of its eSign room within the idsDoc mortgage doc prep platform. These new features enable lenders to create a more seamless and unified eSign experience for borrowers.
| From: Mortgage Capital Trading Inc.
SAN DIEGO, Calif., July 10, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that it has appointed Bill Berliner to the newly created position of director of analytics. In this role, he will take the lead to develop new products and services, enhance existing solutions, and help expand MCT’s footprint as the preeminent industry-leader in secondary marketing capabilities for lender clients.
| From: Mid America Mortgage, Inc.
DALLAS, Texas, July 10, 2017 (SEND2PRESS NEWSWIRE) — The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today it has been recognized by Dallas Business Journal as one of its “2017 Best Places to Work” in the Dallas-Fort Worth area. More than 500 companies submitted nominations, and only 100 companies were honored.
| From: DIB Funding, Inc.
HOLLYWOOD, Fla., June 30, 2017 (SEND2PRESS NEWSWIRE) — DIB Funding, Inc. started DIB Nation to build a digital economy centered around DIBCOIN. The new custom website at DIBNation.com will be the hub of the DIB economy. The backbone of DIB Nation is our DIB Affiliate program.
| From: EPIC Insurance Brokers and Consultants
SAN FRANCISCO, HOUSTON, and MAHWAH, N.J., June 28, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Susan L. Combs and Senior Vice President Suzanne McGarey have been recognized among Employee Benefit Adviser’s “2017 Most Influential Women in Benefit Advising.”
| From: Simplifile
PROVO, Utah, June 27, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, has extended its industry-leading e-recording network to include 21 additional recording jurisdictions across the southern United States.
| From: FormFree
ATLANTA, Ga., June 27, 2017 (SEND2PRESS NEWSWIRE) — FormFree(R) today announced that Guaranteed Rate, Inc. (“Guaranteed Rate”), one of the nation’s largest independent retail mortgage companies, has selected AccountChek(R) by FormFree for automated asset verification.
| From: ARMCO ACES Risk Management
POMPANO BEACH, Fla., June 26, 2017 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced today that it has updated its flagship ACES Audit Technology(TM) with new functionality that aligns with Fannie Mae’s Day 1 Certainty(TM) (D1C) initiative. With this update, ACES now includes additional fields for assessing asset, income, employment and collateral data according to Fannie Mae’s D1C initiative.
| From: Lender Price
PASADENA, Calif., June 26, 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 it has integrated with Ernst Publishing, the leading provider of mortgage fee data for the real estate and home finance industry.
| From: Luma Wealth Advisors
CLEVELAND, Ohio, June 26, 2017 (SEND2PRESS NEWSWIRE) — Is there a benefit to having a financial advisor focused on women? For many women, the answer is probably “yes” and the recently launched Luma Wealth Advisors is ready to meet their planning needs.
| From: OpenClose
WEST PALM BEACH, Fla., June 26, 2017 (SEND2PRESS NEWSWIRE) — OpenClose, a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced it unveiled a new corporate website to better position the company’s expanded enterprise-class solution set, customer profile focus and long-term value proposition.
| From: Qualia Labs
SAN FRANCISCO, Calif., June 22, 2017 (SEND2PRESS NEWSWIRE) — Qualia today announced that Jake Seid will join the company’s board of advisors. In addition to his time as president of Ten-X (formerly known as Auction.com) and Managing Director at Lightspeed Venture Partners, Seid is an investor and advisor to a myriad of companies touching the real estate sector, including Blend Labs, LendingHome, Opendoor, Reside, Roofstock, Shogun, and Ten-X.
| From: DocMagic, Inc.
TORRANCE, Calif., June 21, 2017 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the mortgage industry’s leading provider of document production, automated compliance and comprehensive eMortgage services, announced that its technologies are now capable of supporting both phases of the upcoming UCD (Uniform Closing Dataset) requirement.
| From: Mortgage Capital Trading Inc.
SAN DIEGO, Calif., June 20, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that its COO, Phil Rasori, is scheduled to speak on a panel session hosted by Advantage Systems, Inc. at its third annual Accounting for Mortgage Banking (AMB) user conference.
| From: International Document Services, Inc.
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 within the LOS platform.
| From: EPIC Insurance Brokers and Consultants
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 subsidiary company, PowerGuard Specialty Insurance Services – a renewable energy program manager based in the United States.
| From: ACSIA Partners LLC
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.
| From: Mortgage Capital Trading Inc.
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 secondary marketing departments.
| From: Lender Price
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 PPE to provide pricing analytics to its users.
| From: The Mortgage Collaborative
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.
| From: ReverseVision Inc.
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.
| From: Cloudvirga Inc.
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.
| From: Technologies Management Inc.
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 firm’s expertise in the areas of communications network design, implementation and cost optimization, allowing it to better serve its clients’ needs in those critical areas of their operations.
| From: Simplifile
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 of the title industry.
