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.

It’s Tax Time, and Millions Could Miss Sizeable Deductions for Long-Term Care Insurance, ACSIA Partners Says

KIRKLAND, Wash., March 16, 2017 (SEND2PRESS NEWSWIRE) — If you’re considering long-term care insurance, or already have a policy, “Tax time is a good time to look for help from Uncle Sam,” says Denise Gott, CEO of ACSIA Partners, one of the nation’s largest long-term care insurance agencies. “And the help you get could be more than negligible.”

Traffk Acquires Capsci Health’s Mobile Technology

LOS ANGELES, Calif., March 15, 2017 (SEND2PRESS NEWSWIRE) — Traffk(TM), the Los Angeles art district-based insurance technology company, is excited to announce the acquisition of Portland, Ore.-based Capsci Health. Capsci Health’s HIPAA compliant, mobile technology platform personalizes health plan members’ benefits, allowing them direct access to their plan’s benefits, ID cards, preferred providers and telemedicine.

Qualia Connects to AgentNet from First American for Integrated Title Services

SAN FRANCISCO, Calif., March 15, 2017 (SEND2PRESS NEWSWIRE) — Qualia, the fastest growing provider of title settlement software, announced it has integrated its namesake settlement platform with AgentNet(R) from First American Title Insurance Company, a leading provider of title insurance and settlement services and the largest subsidiary of First American Financial Corporation (NYSE:FAF).

FormFree Announces Integration of AccountChek into Ellie Mae’s Encompass Consumer Connect

ATLANTA, Ga., March 15, 2017 (SEND2PRESS NEWSWIRE) — FormFree today announced that its AccountChek(TM) automated asset verification service is available through the Ellie Mae (NYSE:ELLI) Encompass Consumer Connect(TM) point of sale loan origination solution, an extension of the Encompass mortgage management solution. Encompass Consumer Connect enables lenders to deliver a state-of-the-art, completely branded and unique self-service online loan origination experience for homebuyers.

HousingWire Lists OpenClose as a 2017 HW TECH100 Mortgage Technology Provider for the Fourth Year in a Row

WEST PALM BEACH, Fla., March 15, 2017 (SEND2PRESS NEWSWIRE) — OpenClose(R), a multi-channel loan origination system (LOS) mortgage software provider, announced that HousingWire has again been recognized as a top 100 mortgage technology provider. The annual HW TECH100(TM) list recognizes the most innovative technology firms in the U.S. housing economy.

HousingWire Honors ARMCO as a 2017 HW TECH100 Mortgage Technology Vendor for the Third Straight Year

POMPANO BEACH, Fla., March 15, 2017 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced that HousingWire has again recognized ARMCO as a top 100 mortgage technology provider. The annual HW TECH100(TM) is designed to recognize the most innovative technology firms in the U.S. housing economy.

S&P Approves Altavera for Residential Mortgage-Backed Securities Due Diligence

DENVER, Colo., March 14, 2017 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), a Computershare company and leading provider of outsourced residential mortgage origination services, has been approved by Standard & Poor’s Global Ratings (S&P) as a third-party due diligence provider for U.S. residential mortgage-backed securities (RMBS) rated by that agency.

The Mortgage Collaborative Marks Major Milestone Adding 100th Lender Member

SAN DIEGO, Calif., March 14, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, announced today that the 100th lender member joined the organization, a milestone reached following their recent Winter Lender Member Conference in Scottsdale, Ariz.

Record Attendance Expected at Texas Mortgage Bankers Association’s 101st Annual Convention

AUSTIN, Texas, March 13, 2017 (SEND2PRESS NEWSWIRE) — The Texas Mortgage Bankers Association (TMBA) announced today the location and dates of its 101st Annual Convention. This year’s conference – “Defining Our Future” – will be held at the Hyatt Regency Hill Country Resort and Spa in San Antonio, Texas on May 21 – 23, 2017.

ReverseVision’s Second Annual User Conference Draws Newcomers to Reverse Mortgage Industry

SAN DIEGO, Calif., March 13, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, drew a record crowd of reverse mortgage lenders, brokers and industry newcomers to its second annual user conference February 8-10 at the Hilton San Diego Mission Bay Resort and Spa. (*Updated*)

TravelInsurance.com Research Finds that Comparing Travel Insurance Coverage is an Easy Way to Save Money and Improve Protection

NEW YORK, N.Y., March 13, 2017 (SEND2PRESS NEWSWIRE) — Travel insurance should be an essential part of your vacation planning. Yet after hours spent researching destinations, air travel and hotel rates it’s too often an afterthought; a “take-it-or-leave-it” click during checkout on one of the major travel sites. Research conducted by travel insurance comparison site TravelInsurance.com shows that consumers can greatly expand their options.

Ascende – an EPIC Company adds Gary C. McKinney to Southwest Region Business Development Team

SAN FRANCISCO, Calif. and HOUSTON, Texas, March 13, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Gary C. McKinney has joined the firm’s Southwest Region Employee Benefits Consulting Practice in Houston (Ascende – an EPIC Company) as Business Development Manager.

OpenClose Named a 2017 Top 100 Top Mortgage Employer by National Mortgage Professional Magazine

WEST PALM BEACH, Fla., March 9, 2017 (SEND2PRESS NEWSWIRE) — OpenClose, a multi-channel loan origination system (LOS) mortgage software provider, announced that it earned a spot on National Mortgage Professional magazine’s (NMP) annual Top 100 Mortgage Employers list for 2017.

IDS Achieves Sustained Mortgage Document Preparation Growth in 2016

SALT LAKE CITY, Utah, March 9, 2017 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has achieved another year of sustained growth, increasing its total document volume by 55 percent over 2015. IDS also experienced a 43 percent increase in initial disclosure volume and a 73 percent increase in the use of its E-Signature technology. The company also acquired eMortgage vendor Encomia in September.

Northeast’s Largest Independent Insurance Broker The Capacity Group Joins EPIC Insurance

MAHWAH, N.J. and SAN FRANCISCO, Calif., March 9, 2017 (SEND2PRESS NEWSWIRE) — The Capacity Group of Companies and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that they have joined forces. Established in 1990, The Capacity Group has grown to become one of the largest full-service independent insurance brokerage groups in the nation.

LevelFunded Health Selected For Plug and Play Insurtech Program

BOCA RATON, Fla., March 8, 2017 (SEND2PRESS NEWSWIRE) — LevelFunded Health is excited to announce that it was recently selected as one of the new top innovative insurance businesses by one of Silicon Valley’s most active venture group, Plug and Play. The 12-week program connects promising start-ups, early and growth stage companies, to some of the world’s largest insurance corporations.

EPIC Insurance Recognized as a Top Specialist Broker for Construction and Design Firms Nationally

SAN FRANCISCO, Calif., March 8, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC has been recognized among an elite group of U.S. specialty brokers by Insurance Business America (IBA).

Altavera Extends Mortgage Fulfillment Operations to Ten New States

DENVER, Colo., March 7, 2017 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), a Computershare company and leading provider of outsourced residential mortgage origination services, today announced that it has received residential mortgage licensing approval in ten new states, bringing to 36 its total number of state licenses. Altavera’s origination services are newly available in Arkansas, Connecticut, Illinois, Iowa, Kansas, Minnesota, Mississippi, Oklahoma, South Carolina and the District of Columbia.

Simplifile Announces Integration with Ellie Mae’s Encompass Mortgage Management Solution

PROVO, Utah, March 6, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced that its Collaboration and Post Closing services will be available this month through Ellie Mae’s Encompass(r) all-in-one mortgage management solution.

Simple Recovery Announces In-network Services with Anthem Blue Cross

COSTA MESA, Calif., March 3, 2017 (SEND2PRESS NEWSWIRE) — Simple Recovery, a leading Chemical Dependency Treatment Center in Orange County, California, announced today their ability to provide in-network addiction treatment services through 14 major insurance carriers, including Anthem Blue Cross.

Simplifile Recognized as HousingWire TECH100 Winner for Second Year Running

PROVO, Utah, March 2, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced that it has been selected for HousingWire’s HW TECH100(TM) list of the most innovative technology companies in housing for the second year in a row.

ReverseVision Named to HousingWire’s HW TECH100 for Second Time

SAN DIEGO, Calif., March 2, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced it has been named to HousingWire’s HW TECH100(TM) list of the housing economy’s most innovative technology companies for a second time. Previously recognized in 2015, ReverseVision is the only reverse mortgage loan origination software (LOS) provider to be selected for the prestigious award.

Lender Price Included on 2017 HW Tech 100 List by HousingWire Magazine

PASADENA, Calif., March 2, 2017 (SEND2PRESS NEWSWIRE) — Lender Price, the emerging leader in real-time, competitive mortgage analytics and product pricing & eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, today announced it has been included in the 2017 HW TECH100 list published by housing industry trade magazine HousingWire.

Qualia Integrates with Old Republic Title

SAN FRANCISCO, Calif., March 2, 2017 (SEND2PRESS NEWSWIRE) — Qualia, the fastest growing provider of title settlement software, announced it has completed an integration with Old Republic Title’s ezJacket and Closing Protection Letter (CPL) software applications. As a result, title agents can now generate policy jackets, policy reports and CPLs directly without leaving the Qualia system.

EPIC Insurance to Sponsor HR West 2017

SAN FRANCISCO, Calif., March 2, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it will sponsor and exhibit at NCHRA’s HR West 2017 Conference on March 6-8 at the Oakland Convention Center in Oakland, Calif. Please visit us at the EPIC Booth 13.

LBA Ware Included on 2017 HW TECH100

MACON, Ga., March 1, 2017 (SEND2PRESS NEWSWIRE) — LBA Ware(TM), a leading provider of automated compensation software and system integration solutions, announced that it has been named to the 2017 HW TECH100(TM) list published by housing industry trade magazine HousingWire. This is the third consecutive year LBA Ware has been included on the HW TECH100.

IDS Makes Fourth Appearance on HW TECH100

SALT LAKE CITY, Utah, March 1, 2017 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has been named to the 2017 HW TECH100(TM) list published by mortgage industry trade magazine HousingWire. IDS was part of the inaugural TECH100 list in 2014, and 2017 marks the fourth consecutive year IDS has made the list.

Qualia Recognized with HW TECH100 Award by HousingWire

SAN FRANCISCO, Calif., March 1, 2017 (SEND2PRESS NEWSWIRE) — Qualia, the fastest growing provider of title settlement software, announced that it has been selected by HousingWire as a 2017 HW TECH100(TM) award winner, an honor given to the most innovative technology companies in real estate. For title settlement professionals, Qualia provides an all-in-one solution for more efficient and seamless closings.

Maxwell Recognized with HousingWire’s HW TECH100 Award

DENVER, Colo., March 1, 2017 (SEND2PRESS NEWSWIRE) — Maxwell, the emerging leader of digital mortgage automation software, announced today that it has been recognized as one of HousingWire’s TECH100(TM) for 2017. Maxwell empowers mortgage lenders to be more connected, productive and successful by intelligently automating their workflow with homebuyers and real estate agents.

ARMCO’s Mortgage QC Industry Trends Report Reveals Both Increases and Decreases in Key Areas of Loan Defects

POMPANO BEACH, Fla., March 1, 2017 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced that it has released its ARMCO Mortgage QC Industry Trends report for the third quarter of 2016. Using the Fannie Mae loan defect taxonomy, the report analyzes post-closing quality control data from loan files and findings captured by the ACES Analytics benchmarking system.

Revenue Cycle and Coding Strategies Merge to Expand Healthcare Consulting Services

AUSTIN, Texas, March 1, 2017 (SEND2PRESS NEWSWIRE) — Medical and radiation oncology consulting firm Revenue Cycle and healthcare coding and compliance consulting and education firm Coding Strategies announce a merger that will bring the two companies together for the benefit of the healthcare industry.

Verify Smart Corporation Signs Letter of Intent to Acquire the Assets of Enabledware, LLC

FERNLEY, Nev., Feb. 28, 2017 (SEND2PRESS NEWSWIRE) — Verify Smart Corporation (OTCBB: VSMR / OTC:VSMR) a Global innovator in financial fraud prevention and digital content distribution, announced today that it has signed a Letter of Intent to acquire the assets of Enabledware, LLC for cash and stock. Enabledware is a global leader in digital signage with offices in the U.S. and U.K.

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.