Finance News - Page 79

SAN FRANCISCO, Calif., Oct. 14, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has received top rankings from Business Insurance Magazine in its 2015 Broker Supplement in three categories.

PLANO, Texas, Oct. 13, 2015 (SEND2PRESS NEWSWIRE) — Pavaso, a provider of digital collaborative technology for the real estate lifecycle, announced it is co-hosting an event with leading mortgage document preparation provider International Document Services (IDS) during the Mortgage Bankers Association’s (MBA’s) 102nd Annual Convention and Expo in San Diego later this month. The event, ‘eClosing All-Stars,’ will be held on Sunday, Oct. 18 at Petco Park.

SAN FRANCISCO, Calif., Oct. 13, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants has announced a mutually beneficial transaction of certain books of business to Alliant Insurance Services, including the customers of David Alvarado and a group of employees who came to EPIC in 2009 through the acquisition of VRT Insurance Services.

CORAL SPRINGS, Fla., Oct. 13, 2015 (SEND2PRESS NEWSWIRE) — PitBullTax Software version 3.0 is now available. Designed for tax professionals who are seeking to take their tax resolution business to the next level, this new and more robust version packs one mean bite. With the available fully integrated IRS transcript delivery, analysis and reporting module, it continues to raise the bar as the nation’s leading IRS tax resolution software for CPAs, enrolled agents and tax attorneys.

PLANO, Texas, Oct. 12, 2015 (SEND2PRESS NEWSWIRE) — Real estate technology company Pavaso today announced the completion of its pioneering end-to-end digital process for the industry with the addition of its sales contract negotiation tool for real estate agents. The tool allows the deal to start digitally and flow through their established process with lenders and settlement agents, creating a unified modern experience for consumers.

ADDISON, Texas, Oct. 9, 2015 (SEND2PRESS NEWSWIRE) — Mid America Mortgage, Inc. (Mid America) owner and Chief Executive Officer Jeff Bode announced John Rhode has joined the company as an account executive in the wholesale and correspondent lending division. Rhode brings 24 years of wholesale lending experience to Mid America and will be focused on the metro-Chicago area and surrounding markets.

PLANO, Texas, Oct. 2, 2015 (SEND2PRESS NEWSWIRE) — Pavaso, a provider of electronic collaborative technology for the real estate lifecycle, announced the availability of IDMAXX(SM), an identity validation/character reference tool that further enhances their end-to-end digital real estate process. The tool is currently in beta and being offered to users free of charge until the end of 2015.

TORRANCE, Calif., Oct. 1, 2015 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that PHH Mortgage (PHH), one of the largest providers of residential mortgages in the United States, has signed a multi-year license agreement to use its expansive set of products to help ensure compliance with the TILA-RESPA Integrated Disclosure (TRID) rule.

SAN DIEGO, Calif., Sept. 29, 2015 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized industry leader in mortgage risk management providing pipeline hedging, best-execution loan sales and centralized lock desk services, announced that it hired Paul Yarbrough to manage new client on-boarding, its secondary marketing technology, and solution training.

LANSDALE, Pa., Sept. 29, 2015 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of web-based compliant valuation management software, announced that it has hired Mac Chiles as executive vice president of sales. In this role, he will be responsible for managing the company’s sales and business development functions for its eTrac(R) Enterprise valuation management platform and ancillary solutions.

SAN FRANCISCO, Calif., Sept. 28, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Tammy Mission has been recognized as a ‘Young Gun’ by Insurance Industry America Magazine.

KIRKLAND, Wash., Sept. 23, 2015 (SEND2PRESS NEWSWIRE) — Long-term care insurance agents often resist reaching out to friends who could use their help. And seekers of LTC insurance information also resist reaching out to friends who may be in the business. But there’s much to gain from overcoming this reluctance, according to ACSIA Partners, a leading long-term care insurance agency.

SAN FRANCISCO, Calif., Sept. 23, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that its Vice President of Transportation and Logistics Risk Control Michael Nischan will present at the Sixth Annual Commercial Motor Vehicle Collision – How to Protect Your Company seminar.

TORRANCE, Calif., Sept. 22, 2015 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that Mid America Mortgage, Inc. will utilize DocMagic’s SaaS-based compliance and mortgage loan document engine together with the on-premise solutions of DocMagic’s recently acquired eSignSystems patented eSigning, eNotary, eVaulting, eRegistration and eRetention solutions.

ATLANTA, Ga., Sept. 21, 2015 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Suzannah Gill has joined the firm’s Employee Benefits Consulting team in Atlanta.

GREAT FALLS, Va., Sept. 15, 2015 (SEND2PRESS NEWSWIRE) — LeaseAccelerator Inc., the market-leader in Equipment Lease Management (ELM) software, today announced that its LeaseAccelerator(R) software-as-a-service (SaaS) solution has attained SAP-certification with SAP’s ERP platform as powered by the SAP NetWeaver(R) platform. LeaseAccelerator(R) has been proven to integrate with SAP(R) solutions, offering the most advanced capital lease accounting capabilities available to equipment lessees.

FOOTHILL RANCH, Calif., Sept. 15, 2015 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management technology solutions, announced that it has extended its Military Search Service to locate active duty military personnel in other facets of consumer lending for compliance adherence.

SAN DIEGO, Calif., Sept. 15, 2015 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTCQB:FBBN / OTCMKTS:FBBN) welcomes Tom Welch as Senior Vice President, SBA Department Manager and Tammy DeWitt as Vice President, SBA Loan Underwriting Manager to its seasoned team of Southern California bankers. Both Mr. Welch and Ms. Dewitt have been in the banking industry for 37 years and both have over 27 years of SBA and conventional lending and relationship management experience.

NEW YORK, N.Y., Sept. 11, 2015 (SEND2PRESS NEWSWIRE) — Personal injury and class action law firm Weitz and Luxenberg today announced it has begun investigating cases arising from the recently discovered hacking of 10.5 million Excellus BlueCross Blue Shield customers’ confidential records.

SAN FRANCISCO, Calif., Sept. 8, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Jeff Connelly has joined as senior vice president/client executive in EPIC’s Greyling Insurance Brokers Division. He will be based in the firm’s St. Louis, Mo. office.

PALM DESERT, Calif., Sept. 3, 2015 (SEND2PRESS NEWSWIRE) — Bank of Southern California, N.A. (OTCQB:FBBN / OTCMKTS:FBBN) announced the creation of its Coachella Valley Advisory Board. This board is comprised of prominent members of the business community in the Desert Cities region who will help increase the bank’s presence and market awareness while providing valuable input to better understand the business needs in the Coachella Valley.

SALT LAKE CITY, Utah, Sept. 3, 2015 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced Atlanta-based Private Bank of Buckhead has implemented the IDS “lights out” integration with LendingQB, an end-to-end loan origination system (LOS) provider whose platform includes the industry’s leading universal decision engine.

POMPANO BEACH, Fla., Sept. 2, 2015 (SEND2PRESS NEWSWIRE) — Leading web-based financial services quality control software provider ACES Risk Management (ARMCO) announced the release of TRIDCompare(TM), a data compare tool designed specifically for the new TILA-RESPA Integrated Disclosure (TRID). TRIDCompare is a component of the Automated Data Compare (ADC) solution suite within the ACES Web Audit Technology(TM) platform.

SAN DIEGO, Calif., Sept. 1, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced it is spotlighting a HECM reverse mortgage origination by Oregon-based Directors Mortgage, a Pacific-Northwest focused full service mortgage banking firm, as it illustrates an ideal application of the product that allows qualified homeowners age 62 or older to access a portion of their home equity as a financial resource, and eliminates the need to make house payments.

SAN FRANCISCO, Calif., Sept. 1, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has again been named a ‘Best Place to Work in the North Bay’ winner by the North Bay Business Journal.

SAN DIEGO, Calif., Aug. 27, 2015 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized industry leader in mortgage risk management providing pipeline hedging, best-execution loan sales and centralized lock desk services, announced that its COO, Phil Rasori, has been named to National Mortgage Professional (NMP) magazine’s 2015 ‘Top 25 Most Connected Mortgage Professionals’ list.

SAN DIEGO, Calif., Aug. 26, 2015 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the formal approval of eight new lenders to their national network of originating members, announced the Collaborative’s EVP of National Sales and Strategic Alliances, Rich Swerbinsky.

NEW YORK, N.Y., Aug. 26, 2015 (SEND2PRESS NEWSWIRE) — Klingenstein, Fields and Co., L.L.C. today is now operating as ‘Klingenstein Fields Wealth Advisors’ as part of a recent rebranding initiative. The new brand highlights the firm’s integrated approach in providing comprehensive wealth management services to a broad range of high-net-worth clients.

SAN FRANCISCO, Calif., Aug. 26, 2015 (SEND2PRESS NEWSWIRE) — Cyber threats are one of the most significant risks businesses and individuals face today, says EPIC Insurance Brokers and Consultants. High profile breaches in the past few years have highlighted the substantial impact and significant costs associated with these attacks. And the breaches we hear about are just the tip of the iceberg, since information about an attack may not be revealed to the public if no personal data is stolen.

FERNLEY, Nev., Aug. 25, 2015 (SEND2PRESS NEWSWIRE) — Verify Smart Corporation (OTCBB: VSMR / OTCMKTS:VSMR), a global innovator in financial fraud prevention and digital content distribution to the mobile channel, announced today that it has completed the acquisition of 55 percent of Surf Smart Solutions, LLC a Wyoming based online software security company.

TORRANCE, Calif., Aug. 21, 2015 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that its chief legal officer, Melanie Feliciano, Esq., has been named to the MReport’s 2015 Leading Ladies list. MReport is a leading B2B trade publication serving the broader mortgage field.

SAN DIEGO, Calif., Aug. 21, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced their newest credit report partnership with CBCInnovis, a leading provider of credit and risk management solutions headquartered in Columbus, Ohio. This integration within RV Exchange (RVX), ReverseVision’s flagship reverse loan origination system (RLOS) platform, increases RVX users’ choice of automated credit report services.

SAN DIEGO, Calif., Aug. 20, 2015 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced it would host its 2016 inaugural user conference January 20 – 22, 2016, at the Sheraton San Diego Hotel and Marina in San Diego, California. More reverse mortgages are originated monthly using ReverseVision’s RV Exchange platform than all other systems combined.

SAN DIEGO, Calif., Aug. 20, 2015 (SEND2PRESS NEWSWIRE) — The Mortgage Collaborative, an independent lending cooperative serving small- to mid-sized mortgage lenders and community-based lending institutions, has implemented several changes to the Board of Directors of the Cooperative as well as the Board of Directors of the Management Company, announced the Collaborative’s Chairman, John Robbins, CMB.

POMPANO BEACH, Fla., Aug. 19, 2015 (SEND2PRESS NEWSWIRE) — Leading web-based financial services quality control software provider ACES Risk Management (ARMCO) announced two of its top executives will participate in panels at the Mortgage Bankers Association’s (MBA) Risk Management, QA and Fraud Prevention Forum 2015, Sept. 9-11 in Dallas.

SAN FRANCISCO, Calif., Aug. 19, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Bob Baldauf has joined the firm as a property and casualty insurance broker/producer for EPIC’s Risk Solutions team based in Stamford, Conn.

RALEIGH, N.C., Aug. 18, 2015 (SEND2PRESS NEWSWIRE) — Massey Consulting, a leading accounting software consulting firm, announced that it has achieved membership in the Intacct President’s Club for the second year in a row. This coveted sales and customer satisfaction award, given annually by Intacct to its top-performing channel partners, recognizes value added resellers (VARs) for their success in helping clients migrate to Intacct’s cloud ERP solutions.

TORRANCE, Calif., Aug. 18, 2015 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that it has named Gavin T. Ales as chief compliance officer (CCO).

SAN FRANCISCO, Calif., Aug. 17, 2015 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced it has been ranked #3200 on Inc. Magazine’s 34th annual Inc. 5000 – an exclusive listing of the nation’s fastest-growing private companies.

TORRANCE, Calif., Aug. 13, 2015 (SEND2PRESS NEWSWIRE) — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that after extensive testing by lenders, settlement providers and other relevant parties, SmartCLOSE(TM) has been honed to perfection and been moved to a secure cloud-based production environment for its official release date of Aug. 15, 2015.