Tag: Finance

WALNUT CREEK, Calif., July 25, 2017 (SEND2PRESS NEWSWIRE) -- Unalp CPA Group, Inc. announced today that founder Jeffrey Unalp, CPA, has earned the AICPA badge for completing the Not-For-Profit (NFP) Certificate Program. Unalp CPA outsourced accounting services provide nonprofit clients with compliance, timely reporting and execution of accounting duties.

SALT LAKE CITY, Utah, July 21, 2017 (SEND2PRESS NEWSWIRE) -- TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced it has promoted former Senior Systems Architect Randy Abbey to Chief Technology Officer (CTO). In this new role, Abbey will bring to bear his two decades of SaaS, cloud security and diverse solution development expertise.

SAN FRANCISCO, Calif. and HOUSTON, Texas, July 20, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, and a member of the American National Standards Institute / American Society of Safety Engineers (ANSI/ASSE) Z390 Hydrogen Sulfide Training Committee, announced today the approval and upcoming publication of a revised Hydrogen Sulfide Safety Training Standard (ANSI/ASSE Z390.1-2017).

SAN FRANSISCO, Calif., July 19, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced at the California Mortgage Bankers Association's (CMBA) annual Western Secondary Market Conference held in San Francisco, that it has released new secondary marketing technology to improve the industry's existing loan sale practices. Dubbed Bulk Acquisition Manager(TM) (BAM), the solution automates the process of packaging and transferring bulk loan bids, which benefits investors, lenders and MCT's team of mortgage loan traders.

SAN DIEGO, Calif., July 19, 2017 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative (TMC), the nation's only independent mortgage cooperative, today announced that industry authority Arthur Prieston has been appointed chair of its newly formed Capital Markets Committee. In this role, Prieston will lead capital market engagements for the group's lender members.

SAN DIEGO, Calif., July 18, 2017 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative, the nation's only independent mortgage cooperative, announced a new partnership with national correspondent investor and mortgage loan servicer, The Money Source. The new relationship with The Money Source adds another best-in-class national correspondent investor to their preferred partner network.

KIRKLAND, Wash., July 18, 2017 (SEND2PRESS NEWSWIRE) -- Last year the U.S. Department of Health & Human Services issued a report about Americans' concerns and actions related to long-term care (LTC), also referred to as long-term services and supports (LTSS). "The main takeaway was not the particulars of the responses, in our view," says Denise Gott, CEO of ACSIA Partners. "It was the fact that participants considered and faced the issues."

POMPANO BEACH, Fla., July 13, 2017 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software ACES Audit Technology(TM), announced that chief operating officer Phil McCall has been promoted to company president. In his new role, McCall will oversee all operations for the company, including the expansion of the company's award-winning ACES Audit Technology platform.

LEE'S SUMMIT, Mo., July 11, 2017 (SEND2PRESS NEWSWIRE) -- Pendo, a nationwide appraisal management company (AMC), announced a strategic partnership with The Mortgage Collaborative's preferred partner network to provide appraisal management services to the organization's 112 lender members.

SALT LAKE CITY, Utah, July 11, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has expanded the settings and capabilities of its eSign room within the idsDoc mortgage doc prep platform. These new features enable lenders to create a more seamless and unified eSign experience for borrowers.

SAN DIEGO, Calif., July 10, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that it has appointed Bill Berliner to the newly created position of director of analytics. In this role, he will take the lead to develop new products and services, enhance existing solutions, and help expand MCT's footprint as the preeminent industry-leader in secondary marketing capabilities for lender clients.

DALLAS, Texas, July 10, 2017 (SEND2PRESS NEWSWIRE) -- The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today it has been recognized by Dallas Business Journal as one of its "2017 Best Places to Work" in the Dallas-Fort Worth area. More than 500 companies submitted nominations, and only 100 companies were honored.

SAN FRANCISCO, HOUSTON, and MAHWAH, N.J., June 28, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Susan L. Combs and Senior Vice President Suzanne McGarey have been recognized among Employee Benefit Adviser's "2017 Most Influential Women in Benefit Advising."

PROVO, Utah, June 27, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, has extended its industry-leading e-recording network to include 21 additional recording jurisdictions across the southern United States.

ATLANTA, Ga., June 27, 2017 (SEND2PRESS NEWSWIRE) -- FormFree(R) today announced that Guaranteed Rate, Inc. ("Guaranteed Rate"), one of the nation's largest independent retail mortgage companies, has selected AccountChek(R) by FormFree for automated asset verification.

POMPANO BEACH, Fla., June 26, 2017 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced today that it has updated its flagship ACES Audit Technology(TM) with new functionality that aligns with Fannie Mae's Day 1 Certainty(TM) (D1C) initiative. With this update, ACES now includes additional fields for assessing asset, income, employment and collateral data according to Fannie Mae's D1C initiative.

PASADENA, Calif., June 26, 2017 (SEND2PRESS NEWSWIRE) -- Lender Price, the emerging leader in digital mortgage interface technology and real-time, competitive mortgage analytics and product pricing & eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, announced that it has integrated with Ernst Publishing, the leading provider of mortgage fee data for the real estate and home finance industry.

CLEVELAND, Ohio, June 26, 2017 (SEND2PRESS NEWSWIRE) -- Is there a benefit to having a financial advisor focused on women? For many women, the answer is probably "yes" and the recently launched Luma Wealth Advisors is ready to meet their planning needs.

WEST PALM BEACH, Fla., June 26, 2017 (SEND2PRESS NEWSWIRE) -- OpenClose, a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced it unveiled a new corporate website to better position the company's expanded enterprise-class solution set, customer profile focus and long-term value proposition.

SAN FRANCISCO, Calif., June 22, 2017 (SEND2PRESS NEWSWIRE) -- Qualia today announced that Jake Seid will join the company's board of advisors. In addition to his time as president of Ten-X (formerly known as Auction.com) and Managing Director at Lightspeed Venture Partners, Seid is an investor and advisor to a myriad of companies touching the real estate sector, including Blend Labs, LendingHome, Opendoor, Reside, Roofstock, Shogun, and Ten-X.