Finance News - Page 83

TORRANCE, Calif., May 12, 2016 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced the formal launch of its fully integrated ‘eQC’ solution that automates due diligence for investors and correspondent lenders.

PROVO, Utah, May 12, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leader in electronic document and data workflow technology for lenders, settlement agents and counties, announced it added 22 additional county recording offices in the Midwest and on the West Coast to its e-recording platform. These new counties are located in Idaho, Illinois, Kansas, Michigan, Minnesota, Missouri, North Dakota, Ohio, Oregon, Washington and Wisconsin.

NEW YORK, N.Y., May 12, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC Senior Consultant Jim Baker will speak at the seventh annual EFCG’s HR Executive Conference on May 12 and 13. Held at the New York Yacht Club and Harvard Club, the conference is intended to identify and provide insight into global HR and Compensation policies, issues and metrics.

SAN FRANCISCO, Calif., May 12, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consulting firm, announced today that Liz Miller has joined the organization’s employee benefits division as a senior communications consultant. Miller will be based in EPIC’s San Francisco headquarters and report to John Gaffney, director of national benefits operations.

HOUSTON, Texas and SAN FRANCISCO, Calif., May 11, 2016 (SEND2PRESS NEWSWIRE) — MEDIA ADVISORY: Ascende, an EPIC company, today announced that Ascende Retirement Director Rob Massa is speaking at the Gulf Coast Symposium. Massa will speak on ‘The Intersection of Health Care and Retirement’ on Thursday, May 12 at 9 a.m. at the NRG Center in Houston, Texas.

SAN DIEGO, Calif., May 11, 2016 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the addition of 14 new lenders to their national network of originating members, according to the Collaborative’s EVP of National Sales and Strategic Alliances, Rich Swerbinsky.

NEW YORK, N.Y., May 11, 2016 (SEND2PRESS NEWSWIRE) — Jonathan B. Roberts, Chief Compliance Officer and Senior Vice President at KFWA (Klingenstein Fields Wealth Advisors), a leading wealth management firm with approximately $3 billion in assets under management, welcomed attendees with insightful opening remarks at the Investment Adviser Association’s (IAA) 2016 Annual Leadership Conference.

GREAT FALLS, Va., May 11, 2016 (SEND2PRESS NEWSWIRE) — LeaseAccelerator, the leader in Equipment Lease Management software, announced the results of a market readiness survey for the new lease accounting standards. The first research study to be completed since the Financial Accounting Standards Board (FASB) announced ASU 2016-02 (ASC 842), surveyed financial professionals about their state of readiness for the new leasing standards.

SAN FRANCISCO, Calif., May 10, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, today announced details of community support provided by their Inland Empire division.

KIRKLAND, Wash., May 9, 2016 (SEND2PRESS NEWSWIRE) — The best way to buy long-term care insurance is through an independent agent, according to many experts. But agents vary. How do you pick a professional who is right for you? ‘We recommend asking six key questions,’ says Denise Gott, CEO of ACSIA Partners, one of America’s largest long-term care insurance agencies.

SAN FRANCISCO, Calif., May 9, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that the firm’s Marketing, Communications and Design Team has received the ‘Gold Award of Excellence and the ‘Silver Award of Distinction’ from the 22nd Annual Communicator Awards, the leading international awards program honoring communication professionals for creative excellence.

PROVO, Utah, May 5, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leader in electronic document and data workflow technology for lenders, settlement agents and counties, announced it has installed its e-recording solution in 16 additional county recording offices across Alabama, Arkansas, Georgia, Florida, Louisiana, North Carolina and Pennsylvania.

SAN DIEGO, Calif., May 4, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. (ReverseVision) is pleased to announce that it is again offering the popular ‘Home-Equity Loans Facts Track’ seminar for mortgage lenders interested in learning more about the home-equity conversion mortgage (HECM) loan on May 11 at the Hyatt Regency Huntington Beach, Sandpiper Room from 12:30 p.m. to 2:30 p.m.

ATLANTA, Ga., May 3, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Irv Morris has joined the firm’s Employee Benefits Consulting team in Atlanta as a Senior Benefits Consultant.

PROVO, Utah, May 2, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, the nation’s largest e-recording service provider, has partnered with Landtech Data Corporation (Landtech) to improve recording efficiency and ease payment processing for Landtech’s nationwide customer base. The integration will further advance the efficiency of the e-recording process by allowing settlement service providers to submit and pay for their e-recording documents using Simplifile without ever leaving the Landtech system.

ADDISON, Texas, May 2, 2016 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode announced the firm has retained mortgage banking and capital markets executive Michael Lima as managing director of its Whole Loan Trading division. With nearly 30 years of mortgage expertise, Lima will direct Mid America’s whole loan acquisition business, including its recent entry into the market for loans with TRID compliance issues.

SAN FRANCISCO, Calif., April 28, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, today announced that David McNeil, a principal in the firm’s Inland Empire division, has been appointed to the Advisory Board of the California Association of Mutual Water Companies Joint Powers Risk and Insurance Management Authority (CAMWC-JPRIMA).

TORRANCE, Calif., April 27, 2016 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that PROGRESS in Lending presented the company with one of its annual Innovation Awards for the development and widely successful launch of its industry-leading SmartCLOSE(TM) collaborative closing portal for TRID compliance. DocMagic was one of only seven recipients to receive the honor out of numerous applicants.

SAN DIEGO, Calif., April 26, 2016 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTC Pink: BCAL), welcomes Kt Duong and Troy Ferguson, as Vice President, Business Relationship Managers to its seasoned team of bankers. Mr. Duong has been in banking and finance for 8 years, including Commercial Capital Partners, Commercewest Bank and Citigroup. He graduated from San Diego State University with a Bachelor of Arts in Economics and a Bachelor of Science in Finance.

SAN FRANCISCO, Calif., April 25, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, today announced continued expansion of their operations in the Sacramento Region with the additions of Victoria McKinney and Robin Neer. Both will be based in EPIC’s Gold River office, under the leadership of Regional Director of Employee Benefits, Beth Barr.

NEW YORK, N.Y., April 21, 2016 (SEND2PRESS NEWSWIRE) — JenCap Holdings, LLC, a consolidator of specialty insurance distribution and program management businesses, including managing general agencies, specialty program underwriters, transactional wholesale brokers and captive managers, has acquired specialist MGA and wholesaler Trivedi-Capacity Associates, LLC. JenCap Holdings, LLC is a portfolio company of The Carlyle Group.

KIRKLAND, Wash., April 21, 2016 (SEND2PRESS NEWSWIRE) — Rate increases by some long-term care insurance carriers should not scare people off, according to Denise Gott. ‘Even if a particular policy’s premium seems high,’ she says, ‘it may be a bargain compared to the alternative, family caregiving.’ Gott is CEO of ACSIA Partners, one of the nation’s largest long-term care insurance agencies.

SAN DIEGO, Calif., April 20, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision announced today that Willow Bend Mortgage (Willow Bend), an independent mortgage lender serving the South Central United States, has selected RV Exchange (RVX) as its reverse mortgage loan origination software (LOS). A long-standing community lender in its home state of Texas, Willow Bend began expanding its reverse mortgage program in 2015 and is currently licensed to operate in 12 states.

PROVO, Utah, April 20, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leader in electronic document and data workflow technology for lenders, settlement agents and counties, today released quarterly figures summarizing the organization’s activities and achievements from January through March 2016.

DENVER, Colo., April 20, 2016 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), the premier provider of third-party residential mortgage origination services, reports a marked uptick in non-Qualified Mortgage (non-QM) inquiries in the first quarter of 2016. According to President and Founder Brian Simons, staffing requests from Altavera’s clients suggest the industry is preparing for increased business in Q2 and the second half of 2016.

NEW YORK, N.Y., April 19, 2016 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Lacey Johnson has joined the firm as a Director and Wealth Advisor. In this role, Ms. Johnson will be responsible for advising high-net-worth clients on a range of wealth management issues, as well as helping to grow the firm’s client base.

WEST PALM BEACH, Fla., April 19, 2016 (SEND2PRESS NEWSWIRE) — OpenClose(R), an enterprise-class, multi-channel, end-to-end loan origination system (LOS) provider, announced that industry veteran Michael Falce has been hired as a vice president, enterprise account executive. In this role, he will work with lending entities of various types and sizes to utilize OpenClose’s LenderAssist(TM) LOS and additional software solutions.

SALT LAKE CITY, Utah, April 18, 2016 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it achieved 11 single-day company records for total document orders in 2015. Overall document fulfillment increased 24 percent from 2014 to 2015, with initial disclosures and closing documents seeing similar growth (26 percent and 22 percent, respectively). IDS also saw increased adoption of its eSign functionality in 2015, with 45 percent more documents electronically signed as compared to 2014.

GREAT FALLS, Va., April 18, 2016 (SEND2PRESS NEWSWIRE) — LeaseAccelerator, the leader in Equipment Lease Management software, today announced a new release featuring updated functionality to support the new lease accounting standards introduced by the Financial Accounting Standards Board (FASB) and the International Accounting Standards Board (IASB). With support for FASB ASC 842 and IFRS 16, LeaseAccelerator customers can now confidently comply with the financial reporting requirements of the U.S. Securities and Exchange Commission (SEC) and other international regulators in time for the 2019 implementation deadlines.

BRADENTON, Fla., April 15, 2016 (SEND2PRESS NEWSWIRE) — Bradenton personal injury lawyer, and Florida Justice Association board member, Bernard F. Walsh took note of the successful effort by Florida Justice Association members to block extreme reduction in personal injury claim awards.

TORRANCE, Calif., April 14, 2016 (SEND2PRESS NEWSWIRE) — DocMagic, Inc. the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that it was named to National Mortgage Professional magazine’s annual ‘Top 100 Mortgage Employers’ list for 2016.

SAN FRANCISCO, Calif., April 13, 2016 (SEND2PRESS NEWSWIRE) — Energi, a leading provider of risk management and insurance programs for the energy industry, has recognized Mark Niebuhr of EPIC Insurance Brokers and Consultants as a 2016 Energi Elite Producer. At Energi’s third Elite Producer Conference in Miami, Florida, Energi acknowledged Niebuhr and 64 other leading producers for their outstanding performance and dedication to promoting energy insurance products and services.

OKLAHOMA CITY, Okla., April 12, 2016 (SEND2PRESS NEWSWIRE) — American Fidelity recently learned of an incident that involves personal information of some of our Customers. The information did not include Social Security numbers.

SOUTH JORDAN, Utah, April 7, 2016 (SEND2PRESS NEWSWIRE) — W. Val Oveson has joined Taxometry as Senior Vice President of Tax Administration. His responsibilities include oversight and implementation of the company’s product and delivery.

SAN FRANCISCO, Calif., April 6, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Penny Miller has joined the firm’s Employee Benefits Consulting team. She will be based in San Francisco and report to David Wiesner, Regional Director Employee Benefits.

SAN DIEGO, Calif., April 5, 2016 (SEND2PRESS NEWSWIRE) — Jeff Birdsell, CMB and vice president of professional services for ReverseVision, Inc., today was honored with Mortgage Banking magazine’s Tech All-Star award. Mortgage Bankers Association (MBA) Chief Economist Mike Fratantoni and Mortgage Banking Editor-in-Chief Janet Hewitt presented Birdsell with the award during the MBA’s National Technology in Mortgage Banking Conference and Expo 2016 in Los Angeles.

ALISO VIEJO, Calif., April 5, 2016 (SEND2PRESS NEWSWIRE) — Platinum Data Solutions, a provider of valuation data and analytics solutions, has launched RealView(R) QB (Quality Bridge), the industry’s only appraisal quality technology that allows users to authorize access and share information with third parties, including lenders, AMCs, appraisers and investors.

SAN FRANCISCO, Calif., April 5, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, today announced that Senior Risk Control Consultant Chuck Simpson will present at the Sulphur World Symposium 2016 being held at the Four Seasons Hotel Vancouver in Vancouver, Canada on April 11 to April 13. Simpson is a member of EPIC’s National Energy Construction Practice based in Birmingham, Alabama.

PROVO, Utah, April 4, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a provider of collaborative technology for lenders, settlement agents and counties, announced it was one of seven recipients of the 2016 Innovations Award from mortgage technology advocacy group PROGRESS in Lending. The company was honored for its Collaboration and Post Closing solutions during a ceremony in Los Angeles on Sunday, April 3 in conjunction with the Mortgage Bankers Association’s National Technology in Mortgage Banking Conference and Expo.

LOS ANGELES, Calif., April 4, 2016 (SEND2PRESS NEWSWIRE) — Pavaso, the industry leader in eClosing and Consumer Management technology solutions, announced it has recorded its 2,000th live transaction on the Digital Close platform. In addition, more than 6,500 user accounts have been created in the platform, spanning from mortgage lenders to title/settlement agents to Realtors and consumers. The announcement was made in conjunction with the Mortgage Bankers Association’s National Technology in Mortgage Banking Conference and Expo, of which Pavaso is a diamond sponsor.