Finance News

Finance News – including banking, insurance, mortgage lenders, risk management, public companies, funding and investment services, and related financial news from the Send2Press Newswire service.

Two-Thirds of Large Companies Finding New Lease Accounting Standards More Complex than Anticipated

GREAT FALLS, Va., Feb. 27, 2017 (SEND2PRESS NEWSWIRE) — LeaseAccelerator, the leader in Enterprise Lease Accounting Software, announced the results of a Progress Report study gauging the readiness of large companies to support the new lease accounting standards (ASC 842) one year after their initial publication. The research study, conducted earlier this month, surveyed over 250 respondents in the accounting and finance functions at large public and private US-based corporations.

EPIC adds Southeast Region Employee Benefits Consultant Richard Duhe

ATLANTA, Ga., Feb. 27, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Richard Duhe has joined the firm’s Southeast Employee Benefits Consulting Practice in Atlanta as a Benefits Consultant and Director of EPIC MobileEZ(TM).

Philip Stevens joins Optima Group as Director

FAIRFIELD, Conn., Feb. 23, 2017 (SEND2PRESS NEWSWIRE) — Philip C. Stevens has joined Optima Group, Inc. as Director, with responsibility for helping the firm’s clients achieve their goals through the development of business and marketing strategies as well as the deployment of communications initiatives. A seasoned executive from the financial services and insurance industries, Philip was most recently with Pappas MacDonnell, Inc., where he worked with a variety of clients in banking, investment management, insurance and business services.

Global DMS Hires Industry Veteran Julie Bussey as Director of National Accounts

LANSDALE, Pa., Feb. 23, 2017 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of cloud-based compliant valuation management software, announced that Julie Bussey has joined the company as national accounts director. In this businesses development position, she will play an instrumental role in introducing Global DMS’ suite of automated valuation management technology solutions to the mortgage lending industry.

EPIC’s Brian Tanner, Mary Grandy and Tony Lorber Honored as Risk & Insurance Magazine 2017 ‘Power Brokers’

SAN FRANCISCO and SACRAMENTO, Calif., and BIRMINGHAM, Ala., Feb. 23, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Brian Tanner, Senior Vice President Mary Grandy and Senior Vice President Tony Lorber have been recognized as 2017 Power Brokers by Risk & Insurance Magazine.

Long-Term Care Leader ACSIA Partners Raises $15,220 to Help ‘Kill the Wicked Witch of Alzheimer’s’

SEATTLE, Wash., Feb. 23, 2017 (SEND2PRESS NEWSWIRE) — A colorful event brightened a long-term care convention on January 14 at the Sheraton Seattle Hotel. Over 100 participants wore purple capes as “wizards” to help “kill the wicked witch of Alzheimer’s,” the mind-robbing disease that afflicts millions. Their company, ACSIA Partners, is one of America’s largest long-term care insurance agencies.

Qualia Achieves SOC 2 Information Security Certification

SAN FRANCISCO, Calif., Feb. 22, 2017 (SEND2PRESS NEWSWIRE) — Qualia, the fastest growing provider of title settlement software, announced that it has earned the American Institute of Certified Public Accountants’ (AICPA’s) Service Organization Control 2 (SOC 2) certification after completing an independent audit process with a third-party certified public accounting (CPA) firm.

ARMCO Named One of America’s Top Mortgage Companies to Work for by National Mortgage Professional Magazine

POMPANO BEACH, Fla., Feb. 21, 2017 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced that it earned a spot on National Mortgage Professional magazine’s (NMP) annual Top 100 Mortgage Employers list for 2017.

ReverseVision’s Jeff Birdsell Named to MPA Hot 100 for Advancing Reverse Mortgage Industry

SAN DIEGO, Calif., Feb. 16, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Vice President of Professional Services Jeff Birdsell, CMB, has been selected as one of Mortgage Professional America (MPA) magazine’s 2017 Hot 100. Birdsell was recognized for his significant contributions to the reverse mortgage industry over a career that has spanned 25 years.

National Mortgage Professional Magazine Lists Global DMS as a 2017 Top Mortgage Company to Work For

LANSDALE, Pa., Feb. 16, 2017 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of cloud-based compliant valuation management software, announced that it was named to National Mortgage Professional (NMP) magazine’s annual “Top 100 Mortgage Employers” list for 2017.

Kraft Technology Group Supports Entrepreneurs and Small-to-Midsized Businesses During National Entrepreneurship Week

NASHVILLE, Tenn., Feb. 16, 2017 (SEND2PRESS NEWSWIRE) — Kraft Technology Group, LLC today announced its participation in National Entrepreneurship Week, a weeklong series of activities that celebrates the efforts and impact of entrepreneurs and small-to-midsized businesses. Led by Microsoft and supported by more than 100 companies including Kraft Technology Group, National Entrepreneurship Week will kick off on Monday, Feb. 20 and conclude on Friday, Feb. 24, 2017.

IDS Updates Borrower Data Collection Fields, Supports MISMO v 3.4 for HMDA Compliance

SALT LAKE CITY, Utah, Feb. 16, 2017 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has updated its flagship mortgage doc prep platform idsDoc to include new borrower data collection fields that support compliance with the 2018 changes to Home Mortgage Disclosure Act (HMDA) reporting.

EPIC’s Thomas E. O’Neil Returns to New York as President of EPIC’s Northeast Region

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 16, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Thomas E. O’Neil has been appointed Northeast Region President, relocating to New York City from EPIC’s headquarters in San Francisco.

Quandis Integrates its Court Case Search Solution, QCC, with KMCIS’ CaseAware Case Management System

GRAPEVINE, Texas, Feb. 15, 2017 (SEND2PRESS NEWSWIRE) — MBA National Mortgage Servicing Conference & Exposition – Quandis, Inc., a leading default management mortgage technology provider, announced at the MBA’s yearly servicing conference being held at the Gaylord Texas Hotel that it has seamlessly integrated its court case search solution, dubbed Quandis Court Connect (QCC), with KMC Information Systems, L.C.’s (KMCIS) CaseAware(R) case management system (CMS) for law firms.

Chris Kiley Joins Wholesale Trading in San Francisco

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 15, 2017 (SEND2PRESS NEWSWIRE) — Wholesale Trading Insurance Services, LLC (WTIS) announced today that industry veteran Chris Kiley has joined the firm as Managing Director/Property Broker. WTIS is a privately-held wholesale insurance broker created and managed by industry veterans whose goal is to better align the business interests of the retail broker, the wholesaler and insurance carriers.

ARMCO Adds New Capabilities to its ACES Audit Technology, Empowering Organizations to Swiftly Adhere to Changing Servicing Compliance Rules

GRAPEVINE, Texas, Feb. 14, 2017 (SEND2PRESS NEWSWIRE) — MBA National Mortgage Servicing Conference & Exposition – ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced at the MBA’s annual servicing conference being held at the Gaylord Texan Hotel, that it has added to and enhanced business user-friendly configuration functionality to its award-winning ACES Audit Technology(TM) solution.

EPIC Insurance Adds Adam Frugoli as Vice President in Health Care Strategy Group

SAN FRANCISCO and SACRAMENTO, Calif., and IDAHO FALLS, Idaho, Feb. 13, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property & casualty brokerage and employee benefits consultant, announced today that Adam Frugoli has joined the firm as a vice president of EPIC’s Health Care Strategy Group.

Simplifile E-recording Network Gains 43 New Counties in South, Midwest U.S.

PROVO, Utah, Feb. 9, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced it has added 43 counties and parishes across the Southern and Midwestern United States to its e-recording network. All of the counties, which span 18 states, joined Simplifile’s network in the last quarter of 2016 or first quarter of 2017, with most signing on in just the last two months.

EPIC’s Bill Cosgrove to Lead Panel Discussion at Advisen’s Cyber Risk Insights Conference

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Feb. 9, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Bill Cosgrove, Managing Principal & Practice Leader, EPIC Financial Risk Solutions, will moderate a panel on Small and Medium Enterprise (SME) exposures at Advisen’s Cyber Risk Insights Conference on Wed., Feb. 15 in San Francisco.

Qualia Partners with Stewart to Enhance Title Agent Experience

SAN FRANCISCO, Calif., Feb. 8, 2017 (SEND2PRESS NEWSWIRE) — Qualia, the fastest growing provider of title settlement software, announced it has completed an integration with Stewart, a leading provider of title insurance. Through the integration with Stewart Access, title agents will be able to obtain Stewart rate information, create title policy jackets and issue Closing Protection Letters (CPLs) directly within Qualia.

Global DMS and OpenClose Jointly Announce Integration of Their Platforms

LANSDALE, Pa. and WEST PALM BEACH, Fla., Feb. 7, 2017 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of cloud-based compliant valuation management solutions, and OpenClose, a comprehensive mortgage software solutions provider, jointly announced that they completed a seamless, bi-directional interface between Global DMS’ eTrac Enterprise valuation management platform and OpenClose’s LenderAssist(TM) loan origination system (LOS). The new integration eliminates manual touch points, reduces costs and ensures appraisal compliance.

EPIC adds Doug Bull to Construction and Design Solutions Practice in San Francisco

SAN FRANCISCO, Calif., Feb. 7, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that risk management and insurance professional Doug Bull has joined the firm’s Construction and Design Solutions team in San Francisco as a vice president.

Taxpayers Ask Tax Pros to Bid to Solve Their IRS Problems

CORAL SPRINGS, Fla., Feb. 7, 2017 (SEND2PRESS NEWSWIRE) — It’s a common problem. In fact, approximately 13 million taxpayers are haunted by IRS issues that they want to solve, but are too bombarded with information to know where to turn. In short, they’re overwhelmed. FeeAuction.com helps to alleviate that stress. It’s a user-friendly website and new marketing technology that connects concerned taxpayers anonymously with multiple, licensed tax professionals.

Bank of Southern California NA Announces Promotion of Tony DiVita to Chief Banking Officer

SAN DIEGO, Calif., Feb. 3, 2017 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that Tony DiVita has been promoted to the role of Executive Vice President, Chief Banking Officer. In his expanded role, he will continue to oversee new business origination and customer retention efforts, the Small Business Administration (SBA) Group, and bank marketing.

EPIC Strengthens Southern California Benefits Team with the Acquisition of Benefit Compass

SAN FRANCISCO, Calif. and IRVINE, Calif., Feb. 2, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property & casualty insurance brokerage and employee benefits consultant, announced today it has acquired Benefit Compass Insurance Services, LLC, a specialist in employee benefits brokerage and consulting services.

EPIC Adds Bill Bergstrom as Vice President and Program Leader of Golf Insurance Services

SAN FRANCISCO, Calif. and SACRAMENTO, Calif., Feb. 1, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property & casualty brokerage and employee benefits consultant, announced today that Bill Bergstrom has joined the firm to lead the operations and growth initiatives of its Golf Insurance Services Program, which has provided insurance and risk management solutions to golf courses and country clubs since 1985.

OpenClose’s Multi-Channel LOS and Correspondent Platform Fuels Record Company Growth

WEST PALM BEACH, Fla., Jan. 31, 2017 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class loan origination system (LOS) provider, reports that it is experiencing the highest level of growth in company history. The company attributes the bulk of its growth to an increasing demand for its comprehensive LenderAssist(TM) LOS that has true multi-channel capability along with its turnkey correspondent module, OC Correspondent(TM).

FormFree Voted Among ‘Best in Show’ at Digital Mortgage Conference

ATLANTA, Ga., Jan. 30, 2017 (SEND2PRESS NEWSWIRE) — FormFree today announced it was selected as one of the top demos of the inaugural Digital Mortgage Conference, presented by National Mortgage News and held December 8-9, 2016, in San Francisco.

EPIC Insurance Adds Christopher J. Giuditta as Vice President in the Northeast

SAN FRANCISCO, Calif. and STAMFORD, Conn., Jan. 30, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Christopher J. Giuditta has joined the firm as a vice president. Giuditta will focus on the cultivation and development of new revenue opportunities throughout EPIC’s Northeast Region.

Dominic Iannitti Named to HousingWire’s 2016 Vanguard Award List for Major Industry Contributions

TORRANCE, Calif., Jan. 27, 2017 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that president and CEO, Dominic Iannitti, was honored by HousingWire with its 2016 Vanguard Award, which recognizes top mortgage executives for professional accomplishments and for their positive impact on the industry at-large.

Mortgage Capital Trading’s COO Phil Rasori to Speak on Secondary Marketing Panel at Independent Mortgage Bankers Conference

PALM SPRINGS, Calif., Jan. 24, 2017 (SEND2PRESS NEWSWIRE) — Independent Mortgage Bankers Conference (IMBC) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that its COO, Philip Rasori, will speak on a panel session on the subject of investor base optimization.

Qualia Adds Industry-First Custom Reporting to Title Settlement System

SAN FRANCISCO, Calif., Jan. 24, 2017 (SEND2PRESS NEWSWIRE) — Qualia, the fastest growing provider of title settlement software, announced the release of its advanced reporting module. The reporting feature equips title and closing professionals with an easy-to-use and customizable tool to analyze revenue sources, business relationships and operational efficiency.

Simplifile Clocks 11.9 Million E-recording Transactions in 2016, Sets Sights on Settlement Innovation in 2017

PROVO, Utah, Jan. 24, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced its strategic priorities for 2017 along with year-end data summarizing the organization’s last 12 months of growth. Following steady adoption of its e-recording platform by county recording offices in 2016, Simplifile will focus in 2017 on expanding its network of settlement agent users and introducing enhancements to its online collaboration platform for settlement service providers.

OpenClose and MCT Complete New Integration to Optimize Loan Hedge Positions for Lenders

PALM SPRINGS, Calif., Jan. 23, 2017 (SEND2PRESS NEWSWIRE) — Independent Mortgage Bankers Conference – OpenClose(R) an enterprise-class, multi-channel loan origination system (LOS) provider, and Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, jointly announced they developed an integration that eliminates manual intervention and streamlines the delivery of loan data to maximize hedging for lenders.

Senior Business Leader and Consultant Duane Dennis Joins EPIC in Southern California

LOS ANGELES, Calif., Jan. 23, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Duane Dennis has joined the firm as a senior consultant and principal in the firm’s Southern California Employee Benefits Consulting Practice.

EPIC Now Ranked No. 26 Among the World’s Largest Commercial Insurance Brokers

SAN FRANCISCO, Calif., Jan. 20, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been ranked #26 among the world’s top insurance brokers in Finaccord’s “Global Insurance Broking: A Strategic Review of the World’s Top 150 Commercial Non-Life Insurance Brokers.”

ReverseVision Names Kelly Kelleher Director of Corporate Marketing and Events

SAN DIEGO, Calif., Jan. 19, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc., the leading provider of software and technology for the reverse mortgage industry, today announced the promotion of Kelly Kelleher to the role of director of corporate marketing and events. In her new role, Kelleher will refine ReverseVision’s brand identity to ensure it resonates with an evolving reverse mortgage marketplace.

The Pension Inspector Announces Release 10, an Online Due Diligence Add-In, ‘ERISA PLUS’

NEW YORK, N.Y., Jan. 19, 2017 (SEND2PRESS NEWSWIRE) — Pension Inspector(R) one of the leading internet research data mining solutions from AtPrime Media Services, online since 2007, announces Pension Inspector Release 10.0, which ushers in a new dimension in ERISA* Retirement Plan Transparency with “ERISA PLUS.”

Sunshine Capital, Inc. Announces Posting of Official DIBCOIN Manual on DIBCOIN Website to Enhance Transparency to All Investors

HOLLYWOOD, Fla., Jan. 19, 2017 (SEND2PRESS NEWSWIRE) — Sunshine Capital, Inc. (Pinksheets:SCNP / OTC:SCNP) announces today that it has posted the official DIBCOIN Manual on DIBCOIN.US website to allow transparency to existing and potential investors of Sunshine Capital, Inc. and Companies and business owners who are accepting and/or will be considering accepting DIBCOIN as a form of payment.

Simplifile Integrates Collaboration, Post Closing Services with LendingQB

PROVO, Utah, Jan. 18, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document and data collaboration and recording technologies for lenders, settlement agents, and counties, today announced the integration of its Collaboration and Post Closing services with LendingQB, a provider of 100 percent web browser-based, end-to-end mortgage loan origination software.

Maria Chambers, IACCP, Promoted to Chief Compliance Officer at Klingenstein Fields Wealth Advisors

NEW YORK, N.Y., Jan. 18, 2017 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with more than $3 billion in assets under management, is pleased to announce that Maria Chambers, Vice President, has been promoted to Chief Compliance Officer at the firm. Ms. Chambers’ responsibilities include administering KFWA’s compliance program, overseeing day to day compliance needs, maintaining and developing compliance policies, procedures and processes.

National Mortgage Professional Magazine Names MCT’s Chris Anderson to its 2016 Top 40 Under 40 List

SAN DIEGO, Calif., Jan. 18, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), an industry leading hedge advisory firm and developer of MCTlive!(TM), the award-winning secondary marketing software suite, announced that its chief administrative officer, Chris Anderson, has been honored by National Mortgage Professional (NMP) magazine’s 2016 on its “Top 40 Most Influential Mortgage Professionals Under 40 List.”

EPIC’s Rosemary Manning Hughes to Present at ISCEBS 2017 Health and Welfare Compliance Update

SAN FRANCISCO, Calif., Jan. 18, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that senior consultant and principal Rosemary Manning Hughes will present at the 2017 Health & Welfare Compliance Update put on by the New York Metro Area Chapter of the International Society of Certified Employee Benefit Specialists (ISCEBS) on Wednesday, Jan. 25 at 8:45 a.m. at BDO, 100 Park Ave., 11th Floor in New York, N.Y.

ReverseVision Distributes Food to San Diego County’s Hungry

SAN DIEGO, Calif., Jan. 17, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision Inc., the leading provider of software and technology for the reverse mortgage industry, has teamed up with the San Diego Food Bank to help local residents in need. The Jacobs & Cushman San Diego Food Bank is the largest hunger-relief organization in San Diego County.

Altavera to Expand Operations Following Record Demand for Its Outsourced Mortgage Services in 2016

DENVER, Colo., Jan. 17, 2017 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), a leading provider of outsourced residential mortgage origination services, today announced its plans for expansion in 2017 along with highlights from the company’s last 12 months of growth. The firm was acquired by Australian financial services company Computershare Limited (ASX:CPU) in May.

EPIC Insurance to Speak at Cap-Intro West Conference

SAN FRANCISCO, Calif., Jan. 13, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that its Managing Principal & Practice Leader – Financial Risk Solutions, Bill Cosgrove will speak at the Cap-Intro West Conference on January 19 at the Hyatt Regency in San Francisco, Calif. in the Main Hall – Pacific Level.

EPIC adds Timothy B. Ward to Risk Solutions Practice

SAN FRANCISCO, Calif. and STAMFORD, Conn., Jan. 12, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that casualty risk management professional Timothy Ward has joined the firm’s Stamford, Connecticut-based EPIC Risk Solutions Practice as a Principal and Casualty Practice Leader.

Freedom Mortgage Wholesale Division Now Using Simplifile Collaboration Service

PROVO, Utah, Jan. 10, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Freedom Mortgage has begun using the Simplifile Collaboration service in its wholesale division to quickly and easily exchange data with its settlement partners.

EPIC Adds Melissa Delaney as Senior Vice President – Private Client Solutions

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Jan. 9, 2017 (SEND2PRESS NEWSWIRE)– EPIC Insurance Brokers & Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Melissa Delaney has joined the firm as a senior vice president in their Private Client Solutions Specialty Group. Delaney will be responsible for client relations, management and production for EPIC’s Northeast Region Private Client Solutions team.

Long-Term Care Leader ACSIA Partners Will Help ‘Kill the Wicked Witch of Alzheimer’s’

SEATTLE, Wash., Jan. 9, 2017 (SEND2PRESS NEWSWIRE) — For the second year in a row, ACSIA Partners, a national long-term care insurance agency based in Kirkland, Wash., will join the fight against Alzheimer’s disease. As part of its three-day annual conference, the company will host a fundraiser on behalf of the Alzheimer’s Association, which seeks a cure for the debilitating disease.

Mortgage Banking Expert Rob Chrisman to Address Special Session at RV UserCon 2017

SAN DIEGO, Calif., Jan. 5, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that mortgage industry expert Rob Chrisman will address attendees of RV UserCon 2017 as a special session speaker on February 9 in San Diego.

Four New Counties Adopt Simplifile as Wyoming Authorizes E-recording Statewide

PROVO, Utah, Jan. 5, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that four new Wyoming counties have joined Simplifile’s e-recording network following the January 1 passage of a law authorizing e-recording statewide.

Bank of Southern California Completes $7 Million Capital Offering and Announces New Board of Directors

SAN DIEGO, Calif., Jan. 4, 2017 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that it has completed a capital raise of $7 million through a stock purchase agreement of the Bank’s common stock with Castle Creek Capital, based in Rancho Santa Fe, California.

OpenClose President JP Kelly Named to HousingWire’s 2016 Vanguard Award List

WEST PALM BEACH, Fla., Dec. 22, 2016 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class, multi-channel loan origination system (LOS) provider, announced that HousingWire honored its president, JP Kelly, with its second annual Vanguard Award. The list recognizes highly successful executives who are making a positive difference in their respective fields across the mortgage industry.

HousingWire Honors Mortgage Capital Trading President Curtis Richins with 2016 Vanguard Award

SAN DIEGO, Calif., Dec. 21, 2016 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), an industry leading hedge advisory firm and developer of MCTlive!(TM), the award-winning secondary marketing software suite, announced that its president, Curtis Richins, has been designated to HousingWire’s Vanguard Award list for 2016. Now in its second year, the program recognizes executives that have made a positive impact at their companies and for the entire mortgage industry.

Nonprofit Forum 2017 Dates and Agenda Announced by Financial Technologies & Management

INDIANAPOLIS, Ind., Dec. 20, 2016 (SEND2PRESS NEWSWIRE) — Financial Technologies & Management (FTM) has released the dates and agenda for 2017 Nonprofit Forum monthly online event for nonprofit organizations. Jim Simpson, CPA will host each forum. Mr. Simpson is a nonprofit financial leader and trainer, CFO, Controller, and software advisor for over 25 years.

The Mortgage Collaborative Releases Aggressive 2016 Growth Data, Marking $150 Billion in Origination Volume

SAN DIEGO, Calif., Dec. 20, 2016 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the industry’s premier mortgage cooperative, today released year-end data on its 2016 growth. “Adding 50 new lender members and 20 new Preferred Partners in 2016 met the aggressive goals established by our Board, and grew our aggregate origination volume to over $150 billion,” said David G. Kittle, CMB, the Collaborative’s President.

EPIC Insurance Recognized for a Seventh Time as a Best Place to Work in the Insurance Industry

SAN FRANCISCO, Calif., Dec 19, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been recognized by their team members nationally as one of the “Best Places to Work in Insurance” in a survey conducted annually by Business Insurance Magazine and co-sponsor Best Companies Group. This is the 7th time that EPIC has received this significant and meaningful award.

Vladimir Bien-Aime Honored with HousingWire’s 2016 Vanguard Award

LANSDALE, Pa., Dec. 15, 2016 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of cloud-based compliant valuation management solutions, announced that its president and CEO, Vladimir Bien-Aime, was selected as one of HousingWire’s 2016 Vanguard Award winners. The program is now in its second year, with 40 highly accomplished executives earning a spot on the 2016 list.

Long-Term Care Insurance Is a Gift for the Whole Family, ACSIA Partners Says

KIRKLAND, Wash., Dec. 15, 2016 (SEND2PRESS NEWSWIRE) — If you want to brighten the lives of everyone in your family, “Consider the gift of long-term care insurance,” says Denise Gott, CEO of ACSIA Partners, a leader in long-term care planning. “Whether you get the policy for yourself or for aging parents, it’s really a gift for everyone.”