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.
SAN DIEGO, Calif., May 12, 2016 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Vice President of Sales and Marketing Wendy Peel is one of Mortgage Professional America (MPA) magazine’s 2016 ‘Elite Women in Mortgage.’
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.
