Finance News

WYNNEWOOD, Pa., Jan. 23, 2020 (SEND2PRESS NEWSWIRE) — Kaplan Partners, a leading boutique executive search and talent advisory firm, today announced Nicholas DeMedio (“Nick”) has joined the firm as a Principal. With more than 20 years of Executive Search, Talent Management and Human Resources experience, Nick comes from a regional Human Resources consulting firm where he oversaw the financial services executive search practice.

NORWALK, Conn., Jan. 22, 2020 (SEND2PRESS NEWSWIRE) — After, Inc., the global leader in Warranty Marketing and Analytics Solutions since 2005, has just announced the return of Scott Morrison, an original founder, to lead new business development and strategic innovation for the company.

SAN FRANCISCO, Calif., Jan. 21, 2020 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kevin Melvin has joined the firm as Director of the firm’s Southeast Charter School Practice.

DANVILLE, Calif., Jan. 21, 2020 (SEND2PRESS NEWSWIRE) — Greater East Bay financial planning firm Best Financial Life announces the launch of the Deliberate Money Moves podcast. Deliberate Money Moves was developed as a new avenue to educate clients and prospects on a wide variety of money and financial wellness topics so they can discover how to make better, more beneficial decisions when it comes to their financial landscape.

ATLANTA, Ga., Jan. 21, 2020 (SEND2PRESS NEWSWIRE) — CardTapp, your always-on digital assistant, today announced an integration with Surefire by Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry. The integration brings together Surefire’s new Power Calls capability with CardTapp’s digital assistant solution to increase loan officer productivity and enable speedier borrower outreach.

ATLANTA, Ga., Jan. 16, 2020 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced it has elevated Jonas Kruckeberg to executive vice president of strategic partnerships and industry relationships.

MACON, Ga., Jan. 16, 2020 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today released summary statistics on the state of mortgage industry compensation in 2019. The firm’s analysis of year-over-year data from its CompenSafe ICM platform reveals compelling trends about how mortgage lenders nationwide are managing commissions for loan originators (LOs).

MIAMI, Fla., Jan. 16, 2020 (SEND2PRESS NEWSWIRE) — Papa Inc., a nationwide provider for seniors and caregivers announced today its newest partnership with Priority Health. Papa will provide “Grandkids On-Demand” for Priority Health’s PriorityMedicare Edge and PriorityMedicare Ideal Medicare Advantage plan members.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Jan. 16, 2020 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants announced today the launch of a national specialty practice, Asset Lifecycle Management, providing risk consulting and risk transfer solutions focused on clinical and electronic equipment. Large healthcare systems, major universities, and financial institutions rely on electronic equipment to conduct daily operations.

LEHI, Utah, Jan. 15, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced that it credits its accelerated 2019 growth to demand for digital mortgage tools capable of easy integration with lenders’ full tech stacks.

SAN DIEGO, Calif., Jan. 15, 2020 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced their recently released Loan Import API has been leveraged by OptifiNow for mutual lender client Open Mortgage.

NEW YORK, N.Y., Jan. 15, 2020 (SEND2PRESS NEWSWIRE) — With the kick off of the Cruise Wave Season this month, the time when cruise companies offer the best deals on cruises, TravelInsurance.com urges travelers to purchase travel insurance early to protect their investments and ensure they’re covered in the event of travel mishaps.

MIAMI, Fla., Jan. 15, 2020 (SEND2PRESS NEWSWIRE) — Papa Inc., a leading provider for seniors and caregivers nationwide, announced today its partnership with Alignment Healthcare to provide “Grandkids On-Demand” for qualifying members of its Medicare Advantage plans. A soft launch kicked off in Los Angeles on Sept. 1, 2019, with expansion to additional membership on Jan. 1, 2020.

ATHENS, Ga., Jan. 14, 2020 (SEND2PRESS NEWSWIRE) — FormFree rounded out 2019 with a 65 percent increase in total orders for its AccountChek Asset Report and three-in-one Passport Report over the previous year. The surge in adoption of the company’s market-leading products, which allow lenders to verify borrower asset, income and employment information, caps a long list of product milestones.

EDMOND, Okla. and WASHINGTON, D.C., Jan. 14, 2020 (SEND2PRESS NEWSWIRE) — NEXT Mortgage Events and Housing Finance Strategies today announced that FormFree, a leading provider of automated verification services for the lending industry, has become the first anchor sponsor of NEXT.

LEHI, Utah, Jan. 9, 2020 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced it has filled roles in five senior leadership positions to support customer success and scale the company’s internal and external growth.

SAN DIEGO, Calif., Jan. 9, 2020 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the mortgage industry’s only independent cooperative, is pleased to announce it has signed an agreement with Mortgage Guaranty Insurance Company (MGIC) to be the newest addition to join its Preferred Partner Network.

NEWPORT BEACH, Calif., Jan. 6, 2020 (SEND2PRESS NEWSWIRE) — NotaryCam Founder and CEO Rick Triola today applauded the Florida legislature for passing HB 409, which went into effect on January 1, 2020. The bill authorizes online notarizations and specifies requirements and standards for performance of such online notarizations.

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Jan. 2, 2020 (SEND2PRESS NEWSWIRE) — Edgewood Partners Insurance Center, which operates as EPIC Insurance Brokers and Consultants (EPIC), announced today that Frenkel & Company, acquired by EPIC in November 2017, has completed their adoption of the EPIC Insurance Brokers & Consultants name and brand.

ATLANTA, Ga., Dec. 30, 2019 (SEND2PRESS NEWSWIRE) — Top of Mind Networks, a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced that its Surefire CRM is ready to help mortgage lenders meet their obligations under the California Consumer Privacy Act (CCPA).

NEW YORK, N.Y., Dec. 27, 2019 (SEND2PRESS NEWSWIRE) — HexGn released a study of the funding trends in the global startup ecosystem in 2019; the team analyzed over 60,000 deals and one million data points for the report.

KATY, Texas, Dec. 20, 2019 (SEND2PRESS NEWSWIRE) — MediBid, an online marketplace where doctors provide bids to patients on medical care to bring competition back into the medical marketplace, along with its CEO, Ralph Weber, were named recently in the Petition for Declaratory Order Denying Representative Martin Daniel’s Public Records Request by Optum on December 12, 2019.

NEWPORT BEACH, Calif., Dec. 19, 2019 (SEND2PRESS NEWSWIRE) — NotaryCam the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has been approved by the Michigan Department of State to provide both eNotary and remote online notarization (RON) services to the more than 113,000 notaries public registered in the state.

DENVER, Colo., Dec. 19, 2019 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, announced the release of the quarterly ARMCO Mortgage QC Trends Report. The latest report covers second quarter (Q2) 2019 and provides loan quality findings for mortgages reviewed by ACES Audit Technology.

LEHI, Utah, Dec. 18, 2019 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced the agenda for SimpleNexus User Group (SNUG) 2020 conference being held February 9-12 at the Snowbird Ski Resort in Snowbird, Utah.

NEW YORK, N.Y., Dec. 18, 2019 (SEND2PRESS NEWSWIRE) — This year, more Americans are expected to travel between Dec. 21 and Jan. 1 than ever before, according to the American Automobile Association, making travel mishaps even more likely this holiday season. Whether traveling to be with loved ones or for that end-of-year dream escape, there is a high potential for stress. TravelInsurance.com, a leading travel insurance comparison website, offers tips to get you through the holiday travel season smoothly.

SAN FRANCISCO, Calif., Dec. 18, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Lisa Huscher has joined the firm as a sales executive through their LEAP sales development program.

WEST PALM BEACH, Fla., Dec. 18, 2019 (SEND2PRESS NEWSWIRE) — OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that Jason Regalbuto, the company’s long-time CEO/CTO, was selected as a 2019 ‘Lending Luminary’ by PROGRESS in Lending Association for his concerted work in leading the mortgage industry and his company to major success over the past 12 months.

MACON, Ga., Dec. 17, 2019 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence software solutions for the mortgage industry, today announced the launch of CompenSafe University (CSU), a two-day training program designed to help lenders derive additional value from their investment in CompenSafe.

LOS ANGELES, Calif., Dec. 16, 2019 (SEND2PRESS NEWSWIRE) — In recognition of the highly impactful, life-changing work provided to people with disabilities in the region, the Jewish Community Foundation of Los Angeles (The Foundation) has awarded Jewish Los Angeles Special Needs Trust & Services (JLA Trust) with a three-year, $250,000 Next Stage Grant.

SAN DIEGO, Calif., Dec. 16, 2019 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS: BCAL), a community business bank headquartered in San Diego, announced today the successful completion of a capital raise of approximately $12 million through the issuance of common stock in a private placement to institutional and accredited individual investors at a price of $12 per share. The Bank also announced its plans to reorganize into a holding company, Southern California Bancorp.

EDMOND, Okla. and WASHINGTON, D.C., Dec. 13, 2019 (SEND2PRESS NEWSWIRE) — Capitalizing on the success of their recent executive summit in Washington D.C., NEXT Mortgage Events and Housing Finance Strategies announced #NEXTDC20, their second annual event to be held shortly after the November 2020 election in Washington, D.C.

SAN FRANCISCO, Calif., Dec. 12, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Matthew Presutti has joined their EPIC New York operations as managing principal on the employee benefits team.

JERSEY CITY, N.J., Dec. 11, 2019 (SEND2PRESS NEWSWIRE) — Cosmetic Insurance Services (CIS), a national multi-line Specialty Program Administrator and the nation’s leading insurance provider to the Cosmetics and Personal Care industry, announced their ability to now offer insurance to those companies whose cosmetic and beauty products include CBDs (Cannabidiol) within their formulations

NORWALK, Conn., Dec. 11, 2019 (SEND2PRESS NEWSWIRE) — After, Inc., the global leader in Warranty Marketing and Analytics Solutions since 2005, just announced the launch of QuickReg 2.0, the next iteration of its smart registration solution. QuickReg, launched in March 2019, helps manufacturers drive higher registration rates by making product registration quick, easy and convenient for consumers through their preferred channel of choice

WEST PALM BEACH, Fla., Dec. 11, 2019 (SEND2PRESS NEWSWIRE) — OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that its chief revenue officer (CRO), Vince Furey, has been selected by HousingWire as one of its 2019 Vanguard Award winners.

NEW YORK, N.Y., Dec. 10, 2019 (SEND2PRESS NEWSWIRE) — TravelInsurance.com today announced they have surpassed 50,000 5-star reviews through the Shopper Approved platform, one of the fastest-growing customer review companies in the United States. Verified customers on TravelInsurance.com have rated the travel insurance comparison site a 4.8 out of 5.0, with 97% noting they would recommend it to others.

DALLAS, Texas, Dec. 9, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Aaron Zetterower has joined the firm as Principal of the firm’s Southwest Risk Management Practice.

DALLAS, Texas, Dec. 9, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Aaron Schwen has joined the firm as Client Advocate of the firm’s Southwest Risk Management Practice.

SUNNYVALE, Calif., Dec. 9, 2019 (SEND2PRESS NEWSWIRE) — Automated underwriting insurtech company Juniper Labs today announced that it is launching the first-ever open-sourced dataset purpose-built for commercial insurance. Juniper Labs plans to release over 40 million business records it acquired to train its underwriting models for anyone to use. Commercial carriers can use this data to verify an applicant’s information, supplement their own datasets and enhance risk models.