Finance News - Page 84

PROVO, Utah, July 15, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced it has expanded its e-recording network with the addition of 23 county recording offices across the South and Midwest.

CHICAGO, Ill., July 15, 2016 (SEND2PRESS NEWSWIRE) — More people than ever are looking at ways to safeguard their future retirement income from the financial costs and burdens of Long Term Health Care, says Matt McCann, a nationally known expert on Long Term Care Planning. These costs can have a dramatic impact on a person’s 401(k), 403(b), IRA and other assets.

SAN DIEGO, Calif., July 13, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision is pleased to announce that Memphis, Tennessee-based Evolve Bank & Trust (Evolve), a full-service commercial bank and mortgage lender serving customers and communities nationwide, has selected RV Exchange (RVX) reverse mortgage loan origination software (LOS).

SAN DIEGO, Calif., July 7, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision today announced the release of key updates to ReverseVision Sales Accelerator (RVSA), a web-based loan origination tool specifically designed to assist loan officers with the sale of reverse mortgages. ReverseVision will celebrate the release with a “Closed-Loan Challenge” for loan officers who convert RVSA contacts into closed loans in ReverseVision Exchange (RVX) loan origination system (LOS) on or before October 31, 2016.

COLUMBIA, Md., July 7, 2016 (SEND2PRESS NEWSWIRE) — Intelligent Fiscal Optimal Solutions(R) (iFOS), an emerging provider of innovative financial consulting and staff augmentation services for the Federal Government, received a contract award to provide grant audit resolution and close out advisory support services to the United States Department of Agriculture, National Institute of Food and Agriculture (NIFA’s), Office of Grants and Financial Management (OGFM).

SAN FRANCISCO, Calif. and DENVER, Colo., June 30, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Managing Principal, National Real Estate Practice Leader Kathleen Felderman has been named an “Elite Women 2016” by Insurance Business America.

PROVO, Utah, June 28, 2016 (SEND2PRESS NEWSWIRE) — Simplifile, a leader in electronic document and data workflow technology for lenders, settlement agents and counties, announced it has made several new hires in order to better support its mortgage lending clients and product lines.

SAN FRANCISCO, Calif. and ATLANTA, Ga., June 28, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Benefits Strategy Consultant Suzannah Gill will present at Japan-America Society of Georgia’s (JASG) “Attracting & Retaining Top Talent: Best Cultural, Legal Benefits Practices” on Wednesday, June 29 at 4 p.m. at Barnes & Thornburg in Atlanta, Ga.

SAN DIEGO, Calif., June 27, 2016 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, the industry’s only independent mortgage lending cooperative, has surpassed $100 Billion in originations with the addition of its 59th preferred member, Movement Mortgage.

KIRKLAND, Wash., June 27, 2016 (SEND2PRESS NEWSWIRE) — If you’re in the market for long-term care insurance, you may be in for a long, exasperating slog, according to ACSIA Partners, one of America’s largest long-term care insurance agencies. “Unfortunately, LTC insurance isn’t an easy thing to buy,” says Denise Gott, the company’s CEO.

ATLANTA, Ga., June 23, 2016 (SEND2PRESS NEWSWIRE) — FormFree Holdings Corp. (FormFree), a provider of automated verification software, announced that Addison, Texas-based Mid America Mortgage has chosen AccountChek(TM) to conduct automated reviews of borrowers’ asset accounts as part of its push towards executing a complete eMortgage.

FOOTHILL RANCH, Calif., June 23, 2016 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management software and services, announced that it released a technology solution to help lending organizations comply with changes to the Military Lending Act (MLA) that take effect on Oct. 3, 2016. The MLA provides a number of new rules set forth by the Department of Defense (DoD) that impacts lenders working with active duty service members and their dependents. Failure to adhere to the DoD’s amended compliance rules can result in severe repercussions.

SAN DIEGO, Calif., June 20, 2016 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, an independent mortgage lending cooperative with a rapidly growing membership, will open the doors to its annual summer member conference two months from today on August 20 at the soaring Four Seasons Hotel in downtown Denver, Colorado.

PLANO, Texas, June 20, 2016 (SEND2PRESS NEWSWIRE) — Pavaso, Inc., a digital process and collaboration solutions provider, announced it has passed its Service Organization Control (SOC) 1(SM) audit for the Digital Close(SM) platform. This is the second SOC certification for Pavaso, as the company’s data center has already been SOC-2 certified.

DENVER, Colo., June 16, 2016 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), the premier provider of third-party residential mortgage origination services, today announced that Jennifer Fountain has been named senior vice president of due diligence and will have oversight of its closed-loan file review business.

SAN FRANCISCO, Calif., June 16, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers & Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, today announced a significant milestone, having become the 15th largest employee benefits broker/consultant in the U.S. In addition, EPIC ranks #11 among the country’s fastest growing large group broker/consultants, based on Form 5500 data from the Department of Labor, compiled by business intelligence provider miEdge.

SAN FRANCISCO, Calif. and STAMFORD, Conn., June 15, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that risk management professional Mark Millard has joined the firm’s Stamford, Conn.-based EPIC Risk Solutions team as a Principal and Senior Producer.

IRVINE, Texas, June 14, 2016 (SEND2PRESS NEWSWIRE) — LeaseAccelerator announced today that its CEO, Michael Keeler, will participate in a panel at the upcoming Financial Executives International (FEI) New Lease Accounting Standard Conference. Issued earlier this year, the new standards, FASB ASU 2016-02 (or Topic 842) for US GAAP and IFRS 16, will require companies to track virtually all real estate, equipment leases, and leases embedded in service agreements as assets and liabilities on their balance sheets starting as early as 2019.

SOUTHFIELD, Mich., June 10, 2016 (SEND2PRESS NEWSWIRE) — Professional Auditing Services of America (PAS) announced today that it will make its newly engineered and proprietary Accounts Payable Digital Recovery Dashboard (Progress Report) available to all new clients free of charge. The Dashboard is an easy to read, single page, real-time user interface, showing a graphical presentation of the current status (snapshot) of PAS’ contingency based recovery review progress and supplier trends.

SAN FRANCISCO, Calif., June 9, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Managing Principal and Practice Leader for the Financial Risk Solutions Practice Bill Cosgrove and Senior Vice President Mark Niebuhr will present at Globalaw ERM Amsterdam on Saturday, June 11 from 10:30 a.m. to 10:45 a.m. at the Sofitel Legend the Grand Hotel in Amsterdam.

PLANO, Texas, June 7, 2016 (SEND2PRESS NEWSWIRE) — Pavaso, Inc., a digital process and collaboration solutions provider, announced it has been approved as an eSignature vendor for digital mortgages by Irving, Texas-based Caliber Home Loans (Caliber). As a result, Caliber will now accept loans from its correspondent lenders that were completed using Pavaso’s Digital Close(SM) platform for eSign or eClosing.

GREAT FALLS, Va. and WASHINGTON, D.C., June 6, 2016 (SEND2PRESS NEWSWIRE) — LeaseAccelerator and Riveron Consulting announced today that they will be co-presenting on a forthcoming ClearLaw Institute Webinar about the new lease accounting standards. Issued earlier this year, the new standards, FASB ASU 2016-02 (or Topic 842) for US GAAP and IFRS 16, will require companies to track virtually all real estate and equipment leases as assets and liabilities on their balance sheets starting as early as 2019.

SAN DIEGO, Calif., June 6, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, has partnered with Factual Data to provide integrated credit reporting solutions to users of RV Exchange (RVX) loan origination software (LOS). Credit information supplied by Factual Data is available in RVX as of the system’s most recent update on April 18.

SAN FRANCISCO and SAN MATEO, Calif., and HOUSTON, Texas, June 6, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Managing Principal Dana Liedel, Senior Vice President Suzanne McGarey and Senior Vice President Lydia Rivera have been included in Employee Benefit Adviser’s list of the 25 Most Influential Women in Benefit Advising.

NEW YORK, N.Y., June 3, 2016 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently held an event at the Harvard Club examining the complex topic of family giving. A panel of professionals offered their knowledge and perspectives on how wealthy families can best support their philanthropic objectives.

SAN DIEGO, Calif., June 2, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, is pleased to announce that it will be an exhibitor at the EMERGE: Consumer Financial Health Forum being held June 15-17 at the historic Roosevelt Hotel in New Orleans, Louisiana.

SAN FRANCISCO, Calif., June 2, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Eric Leventhal has joined the firm’s Employee Benefits Consulting Practice. He will be based in San Francisco and report to John Connell, President, Employee Benefits of California.

SAN DIEGO, Calif., June 1, 2016 (SEND2PRESS NEWSWIRE) — Bank of Southern California (OTC Pink: BCAL / OTCMKTS:BCAL) announced that it has reached a definitive agreement to acquire the deposits of the La Quinta branch of Opus Bank located at 78080 Calle Estado #101, La Quinta, pending regulatory approval. The sale is anticipated to close on or about August 19, 2016.

NEW YORK, N.Y., May 31, 2016 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently volunteered a day of service at God’s Love We Deliver (GLWD), a New York-based charitable organization.

PLANO, Texas, May 26, 2016 (SEND2PRESS NEWSWIRE) — Pavaso, Inc. (Pavaso), a provider of digital process and collaboration solutions for the real estate lifecycle, announced that Wells Fargo has named Pavaso an approved vendor for “hybrid” eClosings. In a hybrid eClosing, select documents are printed and “wet signed,” but much of the closing package is executed electronically. Effective immediately, Wells Fargo will accept loans closed on Pavaso’s Digital Close(SM) platform using this hybrid process.

SAN FRANCISCO and SAN RAMON, Calif., May 26, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Nick Tan has joined the firm as Surety Manager. Tan will be based in EPIC’s San Ramon Construction Services Practice, reporting to Regional Director, Property & Casualty, Brian Quinn.

SOUTH JORDAN, Utah, May 24, 2016 (SEND2PRESS NEWSWIRE) — Taxometry announced it has joined the Electronic Transactions Association. Taxometry has developed a state-of-the-art software system that calculates and deducts sales tax automatically for online purchases, and remits the tax to the appropriate state on behalf of retailers.

DENVER, Colo., May 24, 2016 (SEND2PRESS NEWSWIRE) — Altavera Mortgage Services (Altavera), the premier provider of third-party residential mortgage origination services, announced today that it will expand its closed-loan file review services beginning in Q3 2016. Closed-loan review, also known as pre-purchase review, is the review and approval of loans prior to investor purchase, or the audit of a loan package prior to purchase by a correspondent buyer or aggregator.

SAN FRANCISCO, Calif. and ATLANTA, Ga., May 24, 2016 (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 Hughes and Benefits Strategy Consultant Suzannah Gill will speak at a hands-on workshop at the 7th Annual 2016 IHC Forum & Expo on Wednesday, May 25 from 3-4 p.m. at the Cobb Galleria Centre in Atlanta, Georgia.

PLANO, Texas, May 23, 2016 (SEND2PRESS NEWSWIRE) — Pavaso, Inc. (Pavaso), a provider of digital process and collaboration solutions for the real estate lifecycle, announced it has signed on Arbor Bank to its Digital Close(sm) platform to conduct eClosings for all Arbor Bank mortgage customers.

SACRAMENTO, Calif., May 23, 2016 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Jake Perata has joined the firm as an insurance broker/producer for the firm’s Sacramento Calif.-based Golf Insurance Services Practice.

SAN DIEGO, Calif., May 19, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, is pleased to announce that Texas-based mortgage lender Open Mortgage has launched its reverse mortgage wholesale operation on the RV Exchange (RVX) loan origination software (LOS).

SAN DIEGO, Calif., May 17, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision announced today that Concord Mortgage Group (Concord), a Westerville, Ohio-based full-service mortgage banker and division of NOIC, Inc. (NMLS# 121455), has chosen RV Exchange (RVX) as its reverse mortgage loan origination software (LOS). Concord offers home-equity conversion mortgages (HECM), commonly called reverse mortgages, to clients in eight states.

FLAT ROCK, N.C., May 17, 2016 (SEND2PRESS NEWSWIRE) — Michael “Mike” Smith, M.B.A., and Certified Health Care Financial Professional (or CHFP), has been named director of finance with Four Seasons Compassion for Life. Smith attributes Four Seasons’ leaders for modeling quality personal growth and professional development.

NEW YORK, N.Y., May 16, 2016 (SEND2PRESS NEWSWIRE) — MBA National Secondary Market Conference & Expo — OpenClose(R) an enterprise-class, multi-channel loan origination system (LOS) provider, announced that in conjunction with Mortgage Capital Trading, Inc. (MCT) it has developed a solution that normalizes and extracts a lender’s committed loan sale and purchase advice data to be uploaded directly into OpenClose’s LenderAssist(TM) LOS, thus eliminating significant manual intervention. Depending on the number of loans that have been executed, time savings can be reduced from days to minutes.