Finance News - Page 93

SAN FRANCISCO, Calif., Aug. 4, 2014 (SEND2PRESS NEWSWIRE) — Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that casualty brokerage veteran Jennifer Terra has joined the firm as Vice President/Casualty Broker.

FOOTHILL RANCH, Calif., July 30, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of mortgage servicing software, announced that Scott Law Firm, which serves the default servicing industry, is actively utilizing its new military search name permutation functionality. Scott Law Firm can now more easily and efficiently identify active duty military borrowers in the Department of Defense (DoD) database to comply with the Servicemembers Civil Relief Act (SCRA).

RALEIGH, N.C., July 29, 2014 (SEND2PRESS NEWSWIRE) — Massey Consulting has been selected by the Carolina Hurricanes to implement cloud-based Intacct Financial Accounting, the company announced today. The Carolina Hurricanes will use Intacct to track the financials of the franchise, each home game, as well as other entertainment events held at PNC Arena.

SAN DIEGO, Calif., July 23, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc., the leading provider of business solutions for the reverse mortgage industry is offering a free on-line class focused on changes announced by HUD in recent Mortgagee Letters 2014-07 and 2014-12 through its ReverseVision University (RVU).

SAN FRANCISCO, Calif., July 21, 2014 (SEN2PRESS NEWSWIRE) — The shareholders of Jenkins Insurance Services (Jenkins), a Leavitt Group agency, have sold 100 percent of their shares in Jenkins to EPIC (Edgewood Partners Insurance Center). The transaction, which closed on July 17, was retroactively effective July 1. Jenkins, with California offices in Concord, Sacramento, San Jose, Orange County, and in Reno, Nevada, employs 160 and has approximately $34 million of annual revenue.

PETALUMA, Calif., July 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance broker/consultant, announced today the addition of Andrea Levin as a vice president in their Petaluma office. Levin brings 24 years of experience in the development and management of property and casualty insurance and risk management programs, working with a wide range of business and industry and specializing in financial institutions.

WEST PALM BEACH, Fla., July 11, 2014 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class end-to-end loan origination system (LOS) provider, announced that lenders are successfully using the secondary marketing component of its LOS, LenderAssist(TM), to deliver greater insight and control for secondary marketing departments.

KANSAS CITY, Mo., July 8, 2014 (SEND2PRESS NEWSWIRE) — Forrest T. Jones and Company (FTJ) has recently partnered with American Fidelity Assurance Company (American Fidelity) to expand and enhance Missouri public school districts’ benefit programs and services. Combined, FTJ and American Fidelity currently serve over 275 Missouri Public school districts, providing a clear, complete and compliant employee benefit package with local personalized service.

KIRKLAND, Wash., July 2, 2014 (SEND2PRESS NEWSWIRE) — Today LTC Financial Partners, LLC and LTC Global Marketing Inc. announced the completion of the merger of the two companies into one of America’s largest distributors of senior market insurance products. Industry veteran Denise Gott, formerly Executive Vice President of LTC Financial, will serve as Chief Executive Officer of the new combined entity.

MANCHESTER, N.H., June 30, 2014 (SEND2PRESS NEWSWIRE) — Southern New Hampshire University (SNHU) has selected Regent Education’s financial aid management system — Regent 8 — to support financial aid processes for all their students and programs including their industry-leading online programs and their new and cutting edge Competency Based Education program known as College for America (CFA).

NEW YORK CITY, N.Y., June 30, 2014 (SEND2PRESS NEWSWIRE) — General Motors is being sued by owners of late-model Chevrolet Camaro cars, customers who feel the Detroit automotive giant’s latest recall has deeply betrayed their trust, the law firm of Weitz and Luxenberg, P.C., today announced.

LANSDALE, Pa., June 24, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of Web-based compliant valuation management software, announced that PrimeLending, a national residential mortgage lender, successfully implemented its eTrac(R) valuation platform to compliantly automate the lender’s entire appraisal process.

KIRKLAND, Wash., June 24, 2014 (SEND2PRESS NEWSWIRE) — An online collection, ‘Stories of Celebrity Caregiving,’ is now available without charge. Sponsored by LTC Financial Partners, LLC (LTCFP) and published by the Long Term Care Guild, it’s a concise set of links to caregiving experiences and advice of movie stars, politicians, and other luminaries.

SALT LAKE CITY, Utah, June 19, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announces its flagship doc prep system idsDoc is now compatible with the three major Internet browsers — Google Chrome(TM), Microsoft Internet Explorer(R) and Mozilla Firefox(R).

FOOTHILL RANCH, Calif., June 12, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of mortgage servicing software, announces that it rolled out a new feature within its existing military search service that identifies multiple name variations of borrowers which could have active duty status in the U.S. military. If in default but on active duty, certain rules prohibit foreclosure. This comprehensive search reduces the risk of missing a name and potentially failing to comply with the Servicemembers Civil Relief Act (SCRA) of 2003.

LANSDALE, Pa. and HONOLULU, Hawaii, June 10, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of Web-based compliant valuation management software, and Collateral Analytics, a leading provider of real estate analytics and valuation products, announced they formed a strategic alliance that integrated various components of their software valuation solutions.

SALT LAKE CITY, Utah, June 3, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announces it has expanded its compliance team with the addition of Paul Morton as compliance officer and assistant in-house counsel.

SAN RAMON, Calif., June 3, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance brokerage, has added Greg Dobson as a principal in its employee benefits division. Dobson brings 30 years of employee benefits expertise to EPIC. He will be based in the company’s San Ramon office.

FOOTHILL RANCH, Calif., May 30, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of mortgage servicing software, announced that Mortgage Technology magazine honored the company as a Top 50 Service Provider for the fourth year in a row.

SALT LAKE CITY, Utah, May 21, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announced it has made its fourth consecutive appearance on the Top 50 Service Providers list, issued by SourceMedia’s Mortgage Technology magazine.

SAN DIEGO, Calif., May 14, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging, loan sale execution, and risk management services, announced the formal launch of MCTlive(TM), a secondary marketing technology platform designed for capital markets trading and pipeline management. MCTlive provides lenders with a browser-based software solution, robust online tools and real-time analytics for secondary marketing departments.

SAN FRANCISCO, Calif., May 12, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Chris Duncan has joined the firm’s executive team as Chief Growth Officer (CGO). Duncan brings 26 years of experience in finance, risk management, security, mergers and acquisitions and executive leadership to the firm.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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).

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.

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.

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.

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.

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.