Tag: Finance
Qualia Adds Industry-First Custom Reporting to Title Settlement System
SAN FRANCISCO, Calif., Jan. 24, 2017 (SEND2PRESS NEWSWIRE) -- Qualia, the fastest growing provider of title settlement software, announced the release of its advanced reporting module. The reporting feature equips title and closing professionals with an easy-to-use and customizable tool to analyze revenue sources, business relationships and operational efficiency.
Simplifile Clocks 11.9 Million E-recording Transactions in 2016, Sets Sights on Settlement Innovation in 2017
PROVO, Utah, Jan. 24, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced its strategic priorities for 2017 along with year-end data summarizing the organization's last 12 months of growth. Following steady adoption of its e-recording platform by county recording offices in 2016, Simplifile will focus in 2017 on expanding its network of settlement agent users and introducing enhancements to its online collaboration platform for settlement service providers.
OpenClose and MCT Complete New Integration to Optimize Loan Hedge Positions for Lenders
PALM SPRINGS, Calif., Jan. 23, 2017 (SEND2PRESS NEWSWIRE) -- Independent Mortgage Bankers Conference - OpenClose(R) an enterprise-class, multi-channel loan origination system (LOS) provider, and Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, jointly announced they developed an integration that eliminates manual intervention and streamlines the delivery of loan data to maximize hedging for lenders.
Senior Business Leader and Consultant Duane Dennis Joins EPIC in Southern California
LOS ANGELES, Calif., Jan. 23, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Duane Dennis has joined the firm as a senior consultant and principal in the firm's Southern California Employee Benefits Consulting Practice.
EPIC Now Ranked No. 26 Among the World’s Largest Commercial Insurance Brokers
SAN FRANCISCO, Calif., Jan. 20, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been ranked #26 among the world's top insurance brokers in Finaccord's "Global Insurance Broking: A Strategic Review of the World's Top 150 Commercial Non-Life Insurance Brokers."
ReverseVision Names Kelly Kelleher Director of Corporate Marketing and Events
SAN DIEGO, Calif., Jan. 19, 2017 (SEND2PRESS NEWSWIRE) -- ReverseVision, Inc., the leading provider of software and technology for the reverse mortgage industry, today announced the promotion of Kelly Kelleher to the role of director of corporate marketing and events. In her new role, Kelleher will refine ReverseVision's brand identity to ensure it resonates with an evolving reverse mortgage marketplace.
Simplifile Integrates Collaboration, Post Closing Services with LendingQB
PROVO, Utah, Jan. 18, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document and data collaboration and recording technologies for lenders, settlement agents, and counties, today announced the integration of its Collaboration and Post Closing services with LendingQB, a provider of 100 percent web browser-based, end-to-end mortgage loan origination software.
National Mortgage Professional Magazine Names MCT’s Chris Anderson to its 2016 Top 40 Under 40 List
SAN DIEGO, Calif., Jan. 18, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), an industry leading hedge advisory firm and developer of MCTlive!(TM), the award-winning secondary marketing software suite, announced that its chief administrative officer, Chris Anderson, has been honored by National Mortgage Professional (NMP) magazine's 2016 on its "Top 40 Most Influential Mortgage Professionals Under 40 List."
EPIC’s Rosemary Manning Hughes to Present at ISCEBS 2017 Health and Welfare Compliance Update
SAN FRANCISCO, Calif., Jan. 18, 2017 (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 Manning Hughes will present at the 2017 Health & Welfare Compliance Update put on by the New York Metro Area Chapter of the International Society of Certified Employee Benefit Specialists (ISCEBS) on Wednesday, Jan. 25 at 8:45 a.m. at BDO, 100 Park Ave., 11th Floor in New York, N.Y.
ReverseVision Distributes Food to San Diego County’s Hungry
SAN DIEGO, Calif., Jan. 17, 2017 (SEND2PRESS NEWSWIRE) -- ReverseVision Inc., the leading provider of software and technology for the reverse mortgage industry, has teamed up with the San Diego Food Bank to help local residents in need. The Jacobs & Cushman San Diego Food Bank is the largest hunger-relief organization in San Diego County.
Altavera to Expand Operations Following Record Demand for Its Outsourced Mortgage Services in 2016
DENVER, Colo., Jan. 17, 2017 (SEND2PRESS NEWSWIRE) -- Altavera Mortgage Services (Altavera), a leading provider of outsourced residential mortgage origination services, today announced its plans for expansion in 2017 along with highlights from the company's last 12 months of growth. The firm was acquired by Australian financial services company Computershare Limited (ASX:CPU) in May.
EPIC Insurance to Speak at Cap-Intro West Conference
SAN FRANCISCO, Calif., Jan. 13, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that its Managing Principal & Practice Leader - Financial Risk Solutions, Bill Cosgrove will speak at the Cap-Intro West Conference on January 19 at the Hyatt Regency in San Francisco, Calif. in the Main Hall - Pacific Level.
EPIC adds Timothy B. Ward to Risk Solutions Practice
SAN FRANCISCO, Calif. and STAMFORD, Conn., Jan. 12, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that casualty risk management professional Timothy Ward has joined the firm's Stamford, Connecticut-based EPIC Risk Solutions Practice as a Principal and Casualty Practice Leader.
Freedom Mortgage Wholesale Division Now Using Simplifile Collaboration Service
PROVO, Utah, Jan. 10, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Freedom Mortgage has begun using the Simplifile Collaboration service in its wholesale division to quickly and easily exchange data with its settlement partners.
EPIC Adds Melissa Delaney as Senior Vice President – Private Client Solutions
SAN FRANCISCO, Calif. and NEW YORK, N.Y., Jan. 9, 2017 (SEND2PRESS NEWSWIRE)-- EPIC Insurance Brokers & Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Melissa Delaney has joined the firm as a senior vice president in their Private Client Solutions Specialty Group. Delaney will be responsible for client relations, management and production for EPIC's Northeast Region Private Client Solutions team.
Mortgage Banking Expert Rob Chrisman to Address Special Session at RV UserCon 2017
SAN DIEGO, Calif., Jan. 5, 2017 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that mortgage industry expert Rob Chrisman will address attendees of RV UserCon 2017 as a special session speaker on February 9 in San Diego.
Four New Counties Adopt Simplifile as Wyoming Authorizes E-recording Statewide
PROVO, Utah, Jan. 5, 2017 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that four new Wyoming counties have joined Simplifile's e-recording network following the January 1 passage of a law authorizing e-recording statewide.
Bank of Southern California Completes $7 Million Capital Offering and Announces New Board of Directors
SAN DIEGO, Calif., Jan. 4, 2017 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that it has completed a capital raise of $7 million through a stock purchase agreement of the Bank's common stock with Castle Creek Capital, based in Rancho Santa Fe, California.
Nonprofit Forum 2017 Dates and Agenda Announced by Financial Technologies & Management
INDIANAPOLIS, Ind., Dec. 20, 2016 (SEND2PRESS NEWSWIRE) -- Financial Technologies & Management (FTM) has released the dates and agenda for 2017 Nonprofit Forum monthly online event for nonprofit organizations. Jim Simpson, CPA will host each forum. Mr. Simpson is a nonprofit financial leader and trainer, CFO, Controller, and software advisor for over 25 years.
EPIC Insurance Recognized for a Seventh Time as a Best Place to Work in the Insurance Industry
SAN FRANCISCO, Calif., Dec 19, 2016 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been recognized by their team members nationally as one of the "Best Places to Work in Insurance" in a survey conducted annually by Business Insurance Magazine and co-sponsor Best Companies Group. This is the 7th time that EPIC has received this significant and meaningful award.