Finance News - Page 36

Page 36 of Finance News issued by the Send2Press® Newswire service.



Whole Brain Consulting Acquires JL Dale and Associates LLC

LOVELAND, Colo., Nov. 19, 2019 (SEND2PRESS NEWSWIRE) — Boulder, Colorado area’s Brandon Hernandez, co-founder and senior partner of Whole Brain Consulting, announces acquisition of JL Dale and Associates, LLC.

ARMCO Reduces QC Turn Times with ACES’ New Parallel Workflow Capability

POMPANO BEACH, Fla., Nov. 19, 2019 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, has announced several product enhancements to its auditing platform, ACES Audit Technology. This upgrade introduces a new parallel workflow capability that saves time and reduces turn times while maintaining the quality of staff output. The ultimate result of this feature is faster loan delivery.

FormFree partners with Teo to modernize customer acquisition for mortgage lenders

ATHENS, Ga., Nov. 18, 2019 (SEND2PRESS NEWSWIRE) — FormFree today announced a strategic partnership with Teo, a lead generation platform and AI assistant that helps mortgage lenders close more loans faster. Teo will leverage FormFree’s market-leading Passport verification service to help assess the quality of incoming prospects.

VermontWeddings.com Celebrates New Ownership

BURLINGTON, Vt., Nov. 18, 2019 (SEND2PRESS NEWSWIRE) — Weddings are a celebration of change, and today VermontWeddings.com, Vermont’s leading online wedding planning resource, celebrates a change in ownership from Lorin Holmes to Tricia Cunniff.

Susan Tewhill of EPIC named Practice Leader of Edgewood Healthcare Advisors, a division of EPIC

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Nov. 18, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Susan Tewhill will be leading the Edgewood Healthcare Advisors practice. Susan and her team bring a wealth of knowledge and experience to the healthcare industry with an average of over 25 years of experience.

EPIC Insurance Brokers and Consultants and Prime Risk Partners Have Joined Forces

ATLANTA, Ga. and SAN FRANCISCO, Calif., Nov. 14, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants and Prime Risk Partners Inc., announced today that they have officially joined forces to continue to build on their national footprint and offer greater specialty support and services to their clients and collaboration among EPIC’s colleagues. The transaction previously announced on October 15 has closed.

Local Catholic Company Reaches Billion-Dollar Milestone

ARDEN HILLS, Minn., Nov. 14, 2019 (SEND2PRESS NEWSWIRE) — Catholic United Financial, the oldest fraternal benefit society domiciled in Minnesota and one of the longest continually operating businesses in the state, has announced that for the first time in the company’s 141-year history, its total assets have exceeded one billion dollars.

SimpleNexus Expands On-the-Go Credit Services with Integration of Instant Merge from CoreLogic

LEHI, Utah, Nov. 14, 2019 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced the integration of the CoreLogic Instant Merge credit solution into its mobile app and web-based digital mortgage platform.

SimpleNexus Ranks 102 on Deloitte’s 2019 Technology Fast 500

LEHI, Utah, Nov. 13, 2019 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced it has earned the 102 position on Deloitte’s Technology Fast 500.

Betsey Brewer of EPIC honored with Ramsden/Sullivan Memorial Award from the Independent Insurance Brokers and Agents of California

SAN FRANCISCO, Calif. and NEW YORK, N.Y., Nov. 13, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Betsey L. Brewer, CPCU was honored recently with the distinguished Ramsden/Sullivan Memorial Award.

Papa and Aetna Announce Collaboration in Florida for Medicare Advantage Members

MIAMI, Fla., Nov. 13, 2019 (SEND2PRESS NEWSWIRE) — Papa Inc., a leading provider for seniors and Medicare Advantage Members, announced today its collaboration with Aetna, a CVS Health company. Papa connects local college students, known as “Papa Pals,” to older adults who need help with companionship, house chores and technology lessons.

Mid America Mortgage Completes In-House Conversion of Its Mortgage Servicing Operations

ADDISON, Texas, Nov. 12, 2019 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced today that it has completed the transition of its servicing operations to its newly-formed in-house servicing department. As of November 4, 2019, Mid America’s national servicing portfolio, will be managed by an internal staff of approximately 40 employees located in the firm’s Addison, Texas headquarters.

Finance of America Mortgage LLC Transforms Incentive Compensation Process, Gains Insight, Flexibility and Efficiency with LBA Ware’s CompenSafe

MACON, Ga., Nov. 12, 2019 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading incentive compensation management (ICM) and business intelligence (BI) software solutions provider for the mortgage industry, today announced that Finance of America Mortgage LLC (FAM) has upgraded its incentive compensation process with CompenSafe.

New YouTube Channel with Dr. Nevine Carmelle Spotlights Financial and Real Estate Problems and Solutions

IRVINE, Calif., Nov. 8, 2019 (SEND2PRESS NEWSWIRE) — Dr. Nevine Carmelle is excited to announce the launch of her new YouTube channel – “The Dr. Nevine Carmelle TV Show.” After receiving numerous questions pertaining to tax problems and the law via phone calls and emails, she thought it would be a good idea to launch a channel where people could tune in on their own time and have many of their questions answered for free.

NotaryCam’s Continues ‘Help a Hero’ Initiative for Seventh Consecutive Year

NEWPORT BEACH, Calif., Nov. 8, 2019 (SEND2PRESS NEWSWIRE) — NotaryCam(R) today announced that in honor of Veterans Day, it would once again offer free remote online notarization (RON) sessions to United States veterans and current service members as part of its semi-annual “Help a Hero” initiative.

Pop Up World’s ‘Investor Connector’ Aims to Disrupt Shark Tank and Dragon’s Den

LONDON, U.K., Nov. 7, 2019 (SEND2PRESS NEWSWIRE) — If you are a budding entrepreneur looking for start-up funds your only option could be family and friends, crowdfunding or maybe just maybe if you are accepted, an appearance on Shark Tank or Dragon’s Den. Graham Jules, founder and CEO of Pop Up World is familiar with the plight of the underdog and small business owner.

Bank of Southern California NA Names Troy Perry Managing Director, Business Banking

SAN DIEGO, Calif., Nov. 6, 2019 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, is pleased to announce that Troy Perry has joined the company as Managing Director of Business Banking. He will be responsible for broadening Bank of Southern California’s market presence by actively seeking new business opportunities throughout Los Angeles’ Westside.

Inaugural NEXT Excellence in Leadership Award Goes to Lee Raagas, CEO of Skid Row Housing Trust at NEXTDC19

WASHINGTON, D.C., Nov. 5, 2019 (SEND2PRESS NEWSWIRE) — Ahead of the highly anticipated #NEXTDC19 summit on November 18, 19 in Washington, D.C., from NEXT Mortgage Events, conference co-host Faith Schwartz, President of Housing Finance Strategies, announced that Kerri Milam, president of Depth Public Relations will present the inaugural NEXT Excellence in Leadership award to Lee Raagas, Chief Executive Officer of Skid Row Housing Trust.

LBA Ware Founder and CEO Scheduled to Speak at 2019 MBA Accounting and Financial Management Conference

MACON, Ga., Nov. 5, 2019 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading incentive compensation management (ICM) and business intelligence (BI) software solutions provider to the mortgage industry, today announced that Founder and CEO Lori Brewer has been invited to speak at the Mortgage Bankers Association (MBA) 2019 Accounting and Financial Management Conference, November 19-21.

Strategic Benefits Advisors Named Among Atlanta’s Top Employee Benefits & Compensation Companies

ATLANTA, Ga., Nov. 5, 2019 (SEND2PRESS NEWSWIRE) — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) has been named to the Atlanta Business Chronicle’s list of the top 20 employee benefits and compensation companies in Atlanta.

DocMagic Leads eClosing Categories and Holds Highest Market Share in Document Generation in STRATMOR Group’s 2019 Study

TORRANCE, Calif., Nov. 5, 2019 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that its Total eClose(TM) platform is the eClosing leader based on market share, overall satisfaction and lender loyalty in STRATMOR Group’s 2019 Mortgage Technology Insight Study.

Holiday Travel Deals 2019-2020: Don’t Forget Travel Insurance

NEW YORK, N.Y., Nov. 4, 2019 (SEND2PRESS NEWSWIRE) — Black Friday, Cyber Monday and Travel Tuesday – November is full of travel deals for those looking to save money on their next vacation, according to TravelInsurance.com. Just don’t forget to purchase travel insurance to protect your investment, even if your travel dates are just around the corner.

SimpleNexus’ Rapid Revenue Growth Lands It a Spot on MountainWest Capital’s 2019 Utah 100 List

LEHI, Utah, Nov. 1, 2019 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced it has been named to MountainWest Capital Network’s (MWCN) Utah 100 list of fastest-growing companies in the state.

FinTech Firm FormFree Sponsors PGA Tour Golfer Matt NeSmith

ATHENS, Ga., Nov. 1, 2019 (SEND2PRESS NEWSWIRE) — FormFree today announced a two-year agreement to sponsor 25-year-old pro golfer Matt NeSmith. Currently playing in his first season on the PGA TOUR, NeSmith will wear the fintech firm’s logo on the left sleeve of his apparel.

Matic named to InsurTech100 list of the world’s top insurance technology providers

COLUMBUS, Ohio, Oct. 31, 2019 (SEND2PRESS NEWSWIRE) — Matic, a fully licensed digital insurance agency that partners with mortgage servicers and originators to sell insurance products to borrowers, has been named to FinTech Global’s InsurTech100. The annual awards program, now in its second year, recognizes the pioneering tech firms leading today’s global insurance industry.

EPIC’s Tom Mackey Recognized as 2019 ‘Young Gun’ by Insurance Business America

SAN FRANCISCO, Calif. and ATLANTA, Ga., Oct. 31, 2019 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that Tom Mackey, Risk Management Consultant has been named a 2019 Insurance Industry “Young Gun” by Insurance Business America (IBA).

FormFree adds paystubs to Passport all-in-one asset, employment and income verification service

ATHENS, Ga., Oct. 29, 2019 (SEND2PRESS NEWSWIRE) — FormFree today announced that it has added paystub collection and verification to its Passport(TM) all-in-one asset, employment and income verification service. The enhancement will be available to FormFree customers, including those who use Passport through one of FormFree’s more than 100 integrations and reseller partnerships, in November.

Domestic and International Arbitrator Authors Book on Wealth and Business Planning Strategies

IRVINE, Calif., Oct. 29, 2019 (SEND2PRESS NEWSWIRE) — Dr. Nevine Carmelle, a celebrated professional who’s dedicated to the field of finance, recently authored, “Wealth and Business Planning Strategies: The Ultimate Guide for Wealth Management, Privacy & Prosperity for Business Owners” (ISBN: 978-0692562017). Available in paperback and Kindle edition, the book quickly became a bestseller on Amazon.com.

Tax Specialty Firm KBKG Joins Real Estate Roundtable

PASADENA, Calif., Oct. 29, 2019 (SEND2PRESS NEWSWIRE) — Last year, specialty tax incentive firm KBKG joined the Real Estate Roundtable (RER), and several of KBKG’s executive leadership team currently serve as members of the organization’s President’s Council, Associate Council, and Committees.

Diligence Capital Advisors Sources Capital for Iconic South Jersey Swim Club

MARLTON, N.J., Oct. 29, 2019 (SEND2PRESS NEWSWIRE) — Diligence Capital Advisors is excited to announce that it has sourced new capital investments for the Chartwell Swim Club, a legendary swim club and day camp located in Marlton, New Jersey. The financing was made by a Philadelphia based investment company.

Global DMS Officially Introduces EVO-Residential Valuation Technology Platform

AUSTIN, Texas, Oct. 28, 2019 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of cloud-based valuation management software, announced the launch of its new residential valuation solution at the MBA’s Annual Convention & Expo being held at the Austin Convention Center from Oct. 27 – 30. Branded EVO-Residential (EVO-Res), the platform is primed to change the way lending and real estate entities process and manage valuations.

Depth Public Relations Names Lindsey Neal Vice President of Client Services

ATLANTA, Ga., Oct. 25, 2019 (SEND2PRESS NEWSWIRE) — Depth Public Relations, LLC, (DepthPR) a leading provider of consultative marketing, public relations and reputation management services for the mortgage lending and residential finance industry, today announced its promotion of Lindsey Neal to vice president of client services.

Bank of Southern California, N.A. Announces Third Quarter 2019 Results

SAN DIEGO, Calif., Oct. 25, 2019 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL) today reported results for the third quarter ended September 30, 2019. Total assets grew to $839 million at September 30, 2019, a 14% increase compared to the third quarter of 2018.

IDS Adds Integrated 4506-T Income Verification Services from QuestSoft to Its Mortgage Document Preparation Platform

SALT LAKE CITY, Utah, Oct. 24, 2019 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), today announced it has integrated 4506-T Verification Services from QuestSoft Corporation, one of the nation’s leading providers of automated mortgage compliance software, into idsDoc.

ARMCO Completes Fast Track 45-Day Implementation Delivering on Bay Equity’s QC Update Deadline

POMPANO BEACH, Fla., Oct. 24, 2019 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, has announced that it has implemented ACES Audit Technology(TM) for Bay Equity Home Loans, well within the lender’s 45-day deadline for launching its new quality control (QC) operations.

MCT Launches InvestorMatic™ Program to Elevate the Whole Loan Trading Experience Between Lenders and Investors

SAN DIEGO, Calif., Oct. 23, 2019 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has officially introduced a unique program called InvestorMatic in the lead up to the MBA Annual Convention & Expo in Austin, Texas.

FormFree Teams Up with LexisNexis Risk Solutions to Revolutionize Digital Mortgage Loan Applications for Borrowers and Lenders

ATHENS and ATLANTA, Ga., Oct. 23, 2019 (SEND2PRESS NEWSWIRE) — FormFree has teamed up with LexisNexis Risk Solutions to help lenders intelligently pre-fill the Universal Residential Loan Application (Form 65/1003) for mortgage applicants. The combined solution significantly reduces the amount of information a consumer must manually input.

Industry Veteran Chris Olsen Joins OpenClose as Vice President of Sales Engineering

WEST PALM BEACH, Fla., Oct. 23, 2019 (SEND2PRESS NEWSWIRE) — OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that it added technology veteran Chris Olsen to help further expand its sales department. Chris holds the newly created position of vice president of sales engineering.

LBA Ware’s CompenSafe™ Enhances the Loan Originator Experience at Guaranteed Rate

MACON, Ga., Oct. 23, 2019 (SEND2PRESS NEWSWIRE) — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced that Guaranteed Rate Companies has improved internal processes and enhanced the loan originator (LO) experience with the implementation of CompenSafe.

SimpleNexus Integrates with Reggora, Enabling Loan Originators to View and Manage Appraisals on the Go

LEHI, Utah, Oct. 23, 2019 (SEND2PRESS NEWSWIRE) — SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers and real estate agents, today announced it has partnered with Reggora, the leading automated appraisal technology for mortgage lenders and appraisers in delivering a range of origination solutions for the mortgage industry.