WALNUT CREEK, Calif., Oct. 31, 2017 (SEND2PRESS NEWSWIRE) — Unalp CPA Group, Inc. announced today the availability of a white paper comparing popular accounting software solutions Xero, QuickBooks, and Sage Intacct. The 21-page document “Comparing Xero, QuickBooks, and Sage Intacct” is free of charge.
HOUSTON, Texas and PARIS, France, Oct. 26, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it is attending the 57th Worldwide Broker Network (WBN) Global Conference on Oct. 25-28, 2017 in Paris, France.
IRVINE, Calif., Oct. 25, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Coach, a software as service technology provider of the industry leading Total Cost Analysis, today announced an integration between the Mortgage Coach platform and Tavant FinXperience – Retail platform. This integration creates a seamless connection between the two technologies, enabling the direct, automatic transfer of data and information for mutual customers of FinXperience – Retail and Mortgage Coach.
NEW YORK, N.Y. and SAN FRANCISCO, Calif., Oct. 25, 2017 (SEND2PRESS NEWSWIRE) — Frenkel & Company, one of the nation’s most respected full-service independent insurance brokers 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.
SAN FRANCISCO, Calif., Oct. 25, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal David McNeil will present at the American Association of Water Distribution and Management (AAWD&M) Ronald W. Seymour Memorial Thought Leadership Lab which will be hosted and live streamed from the Las Vegas Valley Water District on Oct. 26 at 10 a.m.
| From: Coalition for Responsible Community Development
LOS ANGELES, Calif., Oct. 25, 2017 (SEND2PRESS NEWSWIRE) — The Coalition for Responsible Community Development (CRCD), a South LA based non-profit serving the community through youth, workforce and economic development initiatives, is proud to announce the addition of two members to their executive leadership team, Chief Operating Officer Angela LoBue and Chief Real Estate and Economic Development Officer Alejandro Martinez. The increase in senior staff will allow CRCD to develop new programs and initiatives while expanding their footprint.
SAN DIEGO, Calif., Oct. 24, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, today announced that they have reached another milestone, adding 20 new lender members since their August summer conference in Nashville. This brings the Collaborative’s membership total to 120 and an annual aggregate origination volume of $210 Billion.
MACON, Ga., Oct. 24, 2017 (SEND2PRESS NEWSWIRE) — Qbix Accounting Solutions announced today that Rocky Davidson is the first professional to complete and receive certification from the AICPA in Client Accounting Advisory Services. Qbix Accounting Solutions provides client accounting advisory services to nonprofit organizations, often referred to as outsourced accounting services.
POMPANO BEACH, Fla., Oct. 23, 2017 (SEND2PRESS NEWSWIRE) — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, has announced that it has launched ACES Automated Document Manager (ADM), a new technology that uses robotic process automation to automate the core activities lenders undertake to reduce gross loan defects. ARMCO will be demonstrating ADM, which is available through ARMCO’s ACES Audit Technology and as a stand-alone product, by appointment at MBA’s Annual Convention and Expo 2017 in Denver, Colorado.
ATHENS, Ga., Oct. 23, 2017 (SEND2PRESS NEWSWIRE) — FormFree(R) today announced that it has entered into a pilot with Fannie Mae that could allow mortgage lenders to validate borrower income, asset and employment data through a single report as early as 2018.
PROVO, Utah, Oct. 20, 2017 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that 31 additional recording jurisdictions throughout the Northeast, Southeast and Mid-Atlantic have signed on to Simplifile’s e-recording platform.
SALT LAKE CITY, Utah, Oct. 20, 2017 (SEND2PRESS NEWSWIRE) — TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that Oklahoma-based Gateway Mortgage Group has chosen the Insight Risk & Defect Management (RDM) platform to conduct its internal quality control (QC) audits.
SAN DIEGO, Calif., Oct. 19, 2017 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced that Norwich Commercial Group, Inc. dba Norcom Mortgage (Norcom) has selected ReverseVision as its provider of choice for end-to-end HECM technology.
ADDISON, Texas, Oct. 19, 2017 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) announced measures it has taken to provide assistance to both lenders and borrowers that were impacted by recent federally declared disasters. In addition to $20,000 in donations from employees and the corporation toward relief efforts, Mid America will also purchase loans on properties located in areas impacted by the recent storms or fires. This includes both government and conventional loans underwritten to agency guidelines.
PITTSBURGH, Pa., Oct. 18, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the opening of operations in Pittsburgh, Pa. with the hiring of Sean Andreas, Al Dragotto, Kurt Karstens, Pete Kostorick, Sally Krauss, Zach Mendelson, Phil Wakim, Chuck Yorio, Jan Zewe and others.
SAN DIEGO, Calif., Oct. 17, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has gained unprecedented industry-wide technology adoption among the investor aggregator community. MCT officially unveiled the Bulk Acquisition Manager(TM) (BAM) within its capital markets software platform, MCTlive!, in July of this year.
WASHINGTON, D.C., Oct. 17, 2017 (SEND2PRESS NEWSWIRE) — NAMB, an association that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, has announced its housing outlook and its plans to advocate for change.
SAN DIEGO, Calif., Oct. 17, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, recently announced details surrounding the continued expansion of their Collaboration Lab initiative. Launched in the spring of 2017, TMC’s Collaboration Labs offer their Lender Members the opportunity to participate in day and a half long “deep-dive” networking sessions with peers f similar size and scope.
WASHINGTON, D.C., Oct. 16, 2017 (SEND2PRESS NEWSWIRE) — NAMB, an association that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, today announced that former president elect John Stevens has been appointed to the role of president.
SAN DIEGO, Calif., Oct. 16, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, today announced a new strategic partnership with PHH Mortgage, a leading subservicer and portfolio retention provider. The new relationship with PHH Mortgage adds an experienced, best-in-class subservicer to their preferred partner network.
ATHENS, Ga., Oct. 16, 2017 (SEND2PRESS NEWSWIRE) — FormFree(R) today announced that VanDyk Mortgage Corporation (VanDyk Mortgage) has selected its flagship AccountChek(R) service for automated asset verification. Loan officers at VanDyk have already begun offering AccountChek as an alternative to manual, paper-based asset verification. In addition, borrowers can choose AccountChek as a faster alternative to uploading bank statements when using VanDyk’s self-service mortgage portal, powered by Ellie Mae(R)’s Encompass Consumer Connect(TM).
SAN DIEGO, Calif., Oct. 12, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, has released its monthly benchmarking solution to its Lender Members. The first reports were made available this month and will be provided to participants on a month-to-month, real-time basis.
MACON, Ga., Oct, 12, 2017 (SEND2PRESS NEWSWIRE) — LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced that the Advanced Technology Development Center (ATDC) – Georgia’s technology incubator – has accepted LBA Ware into its ATDC Signature portfolio. As an ATDC Signature company, LBA Ware will have access to ATDC coaching and programming, potential investment capital and additional resources from the Georgia Institute of Technology, including intellectual property and talent.
NEW YORK, N.Y., Oct. 10, 2017 (SEND2PRESS NEWSWIRE) — Whether it’s a family reunion, a school team outing, a destination wedding or friends just traveling together for a special getaway, TravelInsurance.com recommends group travel insurance plans to protect their investments. Planning travel for groups of 10 or more on the same itinerary can involve a lot more logistics than the typical trip. The company’s Group Travel Site offers an easy and affordable way for group leaders or travel agents to offer trip protection to all of the members of the group and manage them all on a single site.
LEE’S SUMMIT, Mo., Oct. 10, 2017 (SEND2PRESS NEWSWIRE) — Pendo, a nationwide appraisal management company (AMC), announced that Paul Wholley has been hired as VP of Sales, responsible for leading the company’s national sales team.
SAN DIEGO, Calif., Oct. 10, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it earned a spot on the San Diego Business Journal’s (SDBJ) Best Places to Work list for the sixth year in a row.
ORLANDO, Fla. and HOUSTON, Texas, Oct. 9, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Retirement Consultant Rich Eagar will present at the 2017 PLANADVISER National Conference (PANC) on Thurs., Oct. 12 at the JW Marriot, Grande Lakes in Orlando, Fla.
NEW YORK, N.Y., Oct. 6, 2017 (SEND2PRESS NEWSWIRE) — Celebrating the breakthrough success of their education and training programs for Stocks, Options and Forex professional traders Live Traders have decided to give back to the financially less fortunate. The educational platform recently celebrated the launch of the Live Traders Scholarship Program where qualified students have a chance to go through the Live Trader training program for free or at dramatically deep discounts.
WASHINGTON, D.C., Oct. 5, 2017 (SEND2PRESS NEWSWIRE) — NAMB, the organization that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, today announced that it has appointed Valerie Saunders as the organization’s new executive director.
MACON, Ga., Oct. 5, 2017 (SEND2PRESS NEWSWIRE) — Qbix Accounting Solutions announces a new eBook by Rocky Davidson, CPA. The 8-page eBook, “Optimal Nonprofit Financial Management through Outsourcing” is written for Nonprofit Executive Directors who are looking to improve their accounting function.
FRESNO, Calif., Oct. 4, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Tim House has joined the firm as a Property & Casualty Insurance Broker/Producer in EPIC’s Fresno, California office.
SAN DIEGO, Calif., Oct. 3, 2017 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, announced a new preferred partner relationship with national credit information service provider, Certified Credit Reporting. As a result of this new partnership, lender members of The Mortgagee Collaborative will receive discounted pricing on Certified Credit’s suite of credit and verification services.
LEE’S SUMMIT, Mo., Oct. 3, 2017 (SEND2PRESS NEWSWIRE) — Pendo, a nationwide appraisal management company (AMC), has made enhancements to their Appraisal Review Tool, which is part of their proprietary technology solutions for appraisal management.
RANCHO SANTA MARGARITA, Calif., Oct. 3, 2017 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading default management mortgage technology provider, announced that it has added new functionality that allows servicers and default attorneys to more easily manage images of official certificates from the Department of Defense (DoD) to demonstrate proof of compliance for adherence to the Servicemembers Civil Relief Act (SCRA).
WASHINGTON, D.C., Oct. 2, 2017 (SEND2PRESS NEWSWIRE) — NAMB, an association that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, today announced a rebranding that includes a new logo and marketing campaign. NAMB’s new brand identity emphasizes the diversity of its member base, which includes individual loan originators and small and midsize mortgage origination businesses of all kinds-brokers, bankers and correspondent lenders.
SHERMAN OAKS, Calif., Sept. 28, 2017 (SEND2PRESS NEWSWIRE) – Matic Insurance Services (Matic), a digital insurance agency that enables borrowers to purchase homeowner’s insurance during the home-buying transaction, today announced a new partnership with LendingQB, a provider of “lean lending” loan origination technology. Matic announced the news as part of a live demonstration at San Francisco’s Digital Mortgage Conference.
HOUSTON, Texas and SAN FRANCISCO, Calif., Sept. 28, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of Retirement Rob Massa and Ascende Wealth Advisers Inc., EPIC’s Retirement Consulting Team, has been named to the 2017 Financial Times 401 Top Retirement Plan Advisers. This list recognizes the top financial advisers who specialize in serving Defined Contribution (DC) retirement plans.
NEW YORK, N.Y., Sept. 28, 2017 (SEND2PRESS NEWSWIRE) — Between now and the end of the year, people will travel in droves to visit family and friends – across town, across the country and across the globe, notes TravelInsurance.com. Taking time off and being with those you love go hand-and-hand with the holidays, but unfortunately, Mother Nature doesn’t always cooperate.
PHOENIX, Ariz., Sept. 27, 2017 (SEND2PRESS NEWSWIRE) — RestaurantOwner today released the results of their 2017 Independent Restaurant Recruiting Survey. The report summarizes input gathered from over 400 independent restaurant owners and operators regarding their proven recruiting practices.
ATHENS, Ga., Sept. 26, 2017 (SEND2PRESS NEWSWIRE) — FormFree(R) today announced the impending launch of AccountChek Plus(TM), a new tool for lenders that combines the features of AccountChek(R), the nation’s most trusted asset verification app, with liens and civil judgments data from LexisNexis(R) Risk Solutions. By giving lenders a more complete picture of borrower ability-to-pay before loans go to underwriting, AccountChek Plus cuts costs, reduces risk and empowers better lending decisions.