Finance News - Page 84

Page 84 of Finance News issued by the Send2Press® Newswire service.



Using Popcorn and a ‘Top-10’ List to Recruit Long-Term Care Insurance Pros

KANSAS CITY, Mo., May 12, 2014 (SEND2PRESS NEWSWIRE) — At the upcoming Long Term Care Solutions Sales Summit, to be held in Kansas City, Missouri, May 18-20, 2014, ‘you can find us with your eyes closed,’ says Steven Kramer, Senior Vice-President for LTC Financial Partners, LLC (LTCFP), one of American’s most experienced national agencies offering long-term care insurance and related solutions.

Phil Rasori of MCT Trading to Lead Panel Session at MBA National Secondary Marketing Conference

SAN DIEGO, Calif., May 9, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging and risk management services, announced that its COO, Phil Rasori, will moderate and drive a panel session entitled ‘Liquidity Challenges for Smaller Lenders’ at the Mortgage Bankers Association’s Annual Secondary Marketing Conference in New York City.

IDS Sees Significant Mortgage Document E-sign Adoption Among Customers in 2013

SALT LAKE CITY, Utah, May 1, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announced more than half (51.6 percent) of all document packages it processed in 2013 were signed electronically. In addition, following the IRS’s approval of electronically signed 4506-T documents in late 2012, 18.5 percent of all 4506-T documents processed by IDS were E-signed in 2013.

Massey Consulting announces their 2014 ‘Make Your Beans Count’ series webinar schedule for CPAs and CPA Firms

RALEIGH, N.C., April 22, 2014 (SEND2PRESS NEWSWIRE) — Massey Consulting, a North Carolina-based accounting software reseller, is pleased to announce the release of their 2014 webinar schedule for CPAs and CPA Firms, entitled ‘Make Your Beans Count.’ This webinar series is designed to present a variety of educational topics for CPAs.

Who Can You Trust? Long-Term Care Leader Offers Four Tips for Vetting Agents Online

KIRKLAND, Wash., April 21, 2014 (SEND2PRESS NEWSWIRE) — If you’re in the market for long term care insurance, you might go to your browser and search for long term care insurance or long term care quotes. That’s fine as far as it goes, according to LTC Financial Partners, LLC (LTCFP), a leading national long-term care insurance solutions agency.

EPIC names Michael Gonthier as new Chief Financial Officer

SAN FRANCISCO, Calif., April 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Michael Gonthier has joined the firm as Chief Financial Officer. EPIC’s current CFO, Elaine Andrian, will now focus on merger and acquisition strategy and diligence as the firm continues to expand nationally.

Learn to Protect Assets and Earnings Now by Planning for the Future at Four Seasons Seminar

HENDERSONVILLE, N.C., April 8, 2014 (SEND2PRESS NEWSWIRE) — If you’re old enough to earn a living, parent a child, or think about maximizing your assets, then it may be time to consider the choices you need to make right now to protect your net worth in the future. That’s why Four Seasons Compassion for Life, Flat Rock, will sponsor ‘Estate Planning and Long Term Care Planning 101: Foundations for Informed Choices,’ a free seminar, on Tuesday, April 15, at 12:30 p.m.

Global DMS Integrates eTrac With CoreLogic Enterprise Lending Platform to Create More Seamless Appraisal Process

LANSDALE, Pa., April 1, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of Web-based compliant valuation management software, announced that its eTrac Enterprise platform has been integrated with the CoreLogic(R) ChannelMaster(R) Enterprise Lending Solution (ELS). The integration allows ChannelMaster users to compliantly order and process appraisals, attain real-time status updates, establish transparency and control, and return completed appraisal files directly from the ChannelMaster platform.

Regent Education Implements Fully-Automated Student Verification Solution for Universal Technical Institute

FREDERICK, Md., March 27, 2014 (SEND2PRESS NEWSWIRE) — Regent Education has successfully launched their industry-leading verification solution, Regent Review at Universal Technical Institute (NYSE:UTI), the leading provider of post-secondary education for students seeking careers as professional automotive, diesel, collision repair, motorcycle and marine technicians.

MCT Adds Four Business Development Positions to Continue Expansion

SAN DIEGO, Calif., March 25, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging and risk management services, announced that it added four newly created positions in order to provide unsurpassed service levels of sales support and guidance to lenders.

ReverseVision Adds Gregg Holsapple as Product Strategist

SAN DIEGO, Calif., March 20, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision the leading software and technology provider for the reverse mortgage industry, is pleased to announce that Gregg Holsapple has joined as Product Strategist. In this role, Holsapple will have responsibility for product and program analysis, developing requirements and building out our product design process.

CoesterVMS Coming Soon to ReverseVision’s Integrated Technology

SAN DIEGO, Calif., March 19, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced an agreement to add CoesterVMS’s appraisal services to RV Exchange – ReverseVision’s Reverse Loan Origination System (RLOS) platform.

IDS, MortgageFlex Develop Blind Mortgage Doc Prep-LOS Integration

SALT LAKE CITY, Utah, March 19, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) and MortgageFlex Systems, an established technology provider of mortgage loan software, announced the development of a joint ‘lights out’ interface between IDS’s flagship mortgage document preparation system idsDoc and MortgageFlex’s LoanQuest loan origination system (LOS).

OpenClose End-to-End LOS Automates All Lending Processes for Sabadell United Bank, N.A., Achieves Stellar Results

LOS ANGELES, Calif., March 18, 2014 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class end-to-end loan origination system (LOS) provider, announced at the MBA’s National Technology Conference that Florida-based Sabadell United Bank, N.A. has realized superior results along with supporting metrics since implementing its multi-channel lending automation platform.

IDS Realigns Sales Territories to Allow for More Specialized Focus on Mortgage Doc Prep Clients and Prospects

SALT LAKE CITY, Utah, March 18, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announced it has realigned its sales territories to provide more specialized and focused service to clients and prospects.

Quandis Adds to PACER Integration with KMCIS CaseAware Application

ST. LOUIS, Mo., March 12, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management technology solutions, announced at the 6th Annual CaseAware(R) Users Conference in St. Louis, Mo., that it has added new functionality to its existing bankruptcy search interface with KMC Information Systems, L.C.’s (KMCIS) CaseAware application.

Long-Term Care Leader Extends Strategic Partnership Offer to Hundreds of Senior-Market Professionals

KIRKLAND, Wash., March 12, 2014 (SEND2PRESS NEWSWIRE) — Today LTC Financial Partners, LLC (LTCFP) announces a broad expansion of its strategic partnership program. ‘We’re opening our doors to seasoned senior-market professionals who want to expand their service offerings through a turn-key process,’ says Denise Gott, Executive Vice President for LTCFP.

360 Mortgage Group Enters Reverse Mortgage Lending with ReverseVision Loan Origination System (RLOS)

SAN DIEGO, Calif., March 11, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. is pleased to announce that 360 Mortgage Group LLC (360 Mortgage Group), a privately-owned mortgage banker with a primary focus on third-party origination, has joined the growing ranks of reverse mortgage lenders and will be using ReverseVision’s reverse loan origination system, RV Exchange.

HousingWire Magazine Designates OpenClose to its Inaugural HW TECH100(TM) List

PALM BEACH, Fla., March 11, 2014 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class end-to-end loan origination system (LOS) provider, announced that it has been named to HousingWire magazine’s new HWTECH 100(TM) list. OpenClose is among twenty three companies recognized in the lending category of the Top 100 Innovative Technology Vendors list.

HousingWire Magazine Names Quandis to its Inaugural HW TECH100 List

FOOTHILL RANCH, Calif., March 7, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management technology solutions, announced that it earned a spot on HousingWire magazine’s new HWTECH 100(TM) list. Quandis is among 23 companies recognized in the servicing category of the list.

ReverseVision Adds Mark Johnson as Customer Support Manager, Moves Joseph Rinner to Product Manager

SAN DIEGO, Calif., March 6, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading software and technology provider for the reverse mortgage industry, is pleased to announce that industry expert Mark Johnson has joined our team in the role of Customer Service Manager. Johnson, who brings more than twenty years of reverse mortgage expertise, replaces Joseph Rinner who has moved into the role of Product Manager.

Global DMS Named to HousingWire Magazine’s Inaugural HW TECH100 List

LANSDALE, Pa., March 6, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, the leading provider of Web-based compliant valuation management software, announced that HousingWire magazine designated the company to its new HW TECH100(TM) list. The list honors the 100 most innovative technology firms in the U.S. housing economy. Global DMS is one of only six companies to be recognized in the valuations category.

EPIC adds Senior Consultant Cheryl Doege in San Francisco

SAN FRANCISCO, Calif., March 3, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, has added Cheryl Doege as a senior consultant to their national employee benefits consulting practice. Doege brings 23 years of experience in human resources and benefits consulting to EPIC with specialties in benefit program design and funding strategies.

EPIC adds Director of Account Executives Sean Leonard to its Southeast division, The McCart Group

DULUTH, Ga., Feb. 27, 2014 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has added Sean Leonard to the employee benefits consulting practice in their Southeast division, The McCart Group. Leonard brings more than 19 years of managerial experience in human resource and benefits, including 12 years spent in benefits consulting, insurance sales and client relationship management.

ReverseVision Adds Chief Technology Officer Jason Meches

SAN DIEGO, Calif., Feb. 26, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading software and technology provider for the reverse mortgage industry, has added Jason Meches as Chief Technology Officer (CTO). In this role, Meches will have responsibility for the development and operations of ReverseVision technology products.

Titan Capital Solutions Signs 65 Correspondent Jumbo Lending Clients in 2013

DENVER, Colo., Feb. 26, 2014 (SEND2PRESS NEWSWIRE) — Titan Capital Solutions (TCS), a wholly-owned correspondent lending subsidiary of mortgage outsource services provider Titan Lenders Corp., announced it has achieved significant growth in 2013, signing on 65 clients in its first full year of operations.

IDS Mortgage Document Preparation System Now Fully Supports E-Signatures for FHA Documents

SALT LAKE CITY, Utah, Feb. 26, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announced its flagship doc prep system idsDoc is fully capable of supporting electronic signatures for Federal Housing Administration (FHA) documents. The FHA announced on Jan. 30 that it would accept e-signatures on documents associated with FHA-insured loans.

Phil Rasori of MCT to Participate in CMLA Session on Washington Lending Legislation

SAN DIEGO, Calif., Feb. 25, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging and risk management services, announced that its COO, Phil Rasori, will share his insight on an upcoming panel assembled by the Community Mortgage Lenders of America (CMLA), which is designed to address legislative issues and trending that will impact mortgage lending in 2014.

Forsythe Appraisals Successfully Utilizing Global DMS’ eTrac Platform for Appraisals

LANSDALE, Pa., Feb. 25, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, the leading provider of Web-based compliant valuation management software, announced that Forsythe Appraisals, LLC, the largest independent provider of residential real estate appraisals in the United States, is leveraging the eTrac Enterprise platform to manage appraisal ordering, tracking and review for all of its branch offices covering 40 major metropolitan areas across the country.

EPIC’s Jim Gillette Honored as a 2014 Risk and Insurance Retail Industry Power Broker

SAN MATEO, Calif., Feb. 24, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationally expanding retail property, casualty and employee benefits insurance brokerage, announced today that Jim Gillette has been named as a 2014 Risk and Insurance Retail Industry Power Broker. In addition to Gillette, Kathleen Felderman, managing principal and the leader of EPIC’s national real estate practice, was also recognized as a 2014 Real Estate Industry Power Broker Finalist.

Quandis Enhances Solution to Identify Borrower Bankruptcies

ORLANDO, Fla., Feb. 19, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management technology solutions, announced at the Mortgage Bankers Association’s National Servicing Conference and Exposition in Orlando, Florida that it made significant enhancements to its automated searches of PACER (Public Access to Court Electronic Records), the United States Courts bankruptcy locater system.

Evolving Tax Benefits Make Long-Term Care Planning More Attractive – Multiple Incentives Now Moderate the Cost

KIRKLAND, Wash., Feb. 18, 2014 (SEND2PRESS NEWSWIRE) — Long-term care services, which are generally not covered by Medicare or regular health insurance, can be expensive. ‘Sticker shock keeps many from thinking about it,’ says Ken Dehn, General Counsel for LTC Financial Partners LLC (LTCFP), one of the nation’s most experienced long term care insurance solutions agencies.

OpenClose Successfully Implements QM and ATR Rules, Clients Laud Automation

PALM BEACH, Fla., Feb. 14, 2014 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class end-to-end loan origination system (LOS) provider, today announced that is has implemented the functionality necessary for lenders to adhere to the Consumer Financial Protection Bureau’s (CFPB) new Qualified Mortgage (QM) and Ability-to-Replay (ATR) rules. The company’s client base is successfully processing QM loans.

Brandman University Selects Regent Education’s Financial Aid Management Solution, Regent 8, as they transition to Competency Based Learning

IRVINE, Calif., Feb. 14, 2014 (SEND2PRESS NEWSWIRE) — Brandman University has selected Regent Education’s financial aid management solution to enable them to successfully transition to Competency Based Learning and support their innovative curriculum model. Regent 8 is the only financial aid management solution to offer complete support for all enrollment models including standard term, non-term, borrower-based and competency based learning.

EPIC adds Financial Institutions ‘Power Broker’ Jim Loughlin

SAN FRANCISCO, Calif., Feb. 11, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a nationally expanding retail property, casualty and employee benefits insurance brokerage, announced today that James R. Loughlin has joined the firm as Managing Principal, Risk Solutions. Loughlin joins EPIC as Managing Principal, Risk Solutions in New York.

MCT’s COO Phil Rasori to Speak at Eastern Secondary Market Conference

SAN DIEGO, Calif., Feb. 5, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging and risk management services, today announced that its COO, Phil Rasori, is scheduled to present at the 11th Annual Eastern Secondary Market Conference.

EPIC adds Risk Management Professional Don Atkinson to its Southeast Region, The McCart Group

DULUTH, Ga., Feb. 5, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center) a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has added Don Atkinson to the risk management consulting practice in their Southeast Region, The McCart Group. Atkinson brings 29 years of experience in risk management and insurance sales and client relationship management to The McCart Group.

Halo Companies, Inc. Taps Titan Lenders Corp. for Secure REO Collateral/Document Custody

DENVER, Colo., Feb. 4, 2014 (SEND2PRESS NEWSWIRE) — Mortgage fulfillment outsource services expert Titan Lenders Corp. (Titan) announced it has been selected by nationwide distressed asset firm Halo Companies, Inc. (OTCQB: HALN), to retain custody of documents and collateral related to distressed asset purchases for its clients.

Quandis Introduces Change Management Solution for Business Users

FOOTHILL RANCH, Calif., Jan. 31, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management technology solutions, announced it developed Custom Form Builder, a tool that empowers business people with the ability to easily and quickly make changes to complex workflow-driven Web forms. The solution exponentially reduces development time frames and costs for organizations.

Regent Education Reports Record Growth in 2013, Extensive Expansion Plans in 2014

FREDERICK, Md., Jan. 30, 2014 (SEND2PRESS NEWSWIRE) — Regent Education, the leading provider of financial aid and enrollment management software solutions, is pleased to announce its third consecutive year of triple digit growth. In 2013, growth was fueled by sales of the company’s flagship product, Regent 8, to multiple new clients across all segments of higher education.