Finance News - Page 65

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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).

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.

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.

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.

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.

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.

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.

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.

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.

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.”

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.

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.”

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.

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.

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.”

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.