Finance News - Page 82

Page 82 of Finance News issued by the Send2Press® Newswire service.



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.

New Answer to America’s Long-Term Care Crisis: LTC Insurance and Beyond

KIRKLAND, Wash., Jan. 29, 2014 (SEND2PRESS NEWSWIRE) — Nearly 70 percent of Americans over 65 will need long-term care services at some point, according to the U.S. Department of Health and Human Services. That includes the majority of Baby Boomers, 78 million strong, now moving into their retirement years. Yet only a small percentage are protected by long-term care insurance. Estimates range from 8 percent to 10 percent for adults 55 and older. For this reason, LTC Financial Partners, LLC announces their LTC Solutions campaign, which is a simple answer to a big, seemingly intractable problem.

International Document Services’ Growth in Mortgage Document Preparation Drives Expansion of Customer Service Team in 2013

SALT LAKE CITY, Utah, Jan. 28, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announced it has expanded its internal customer service team by 72 percent in 2013 and its overall staff by 45 percent. The company attributes the expansion to increased demand for the company’s initial disclosure document preparation services and electronic signature functionality, particularly in light of the Jan. 14 Dodd-Frank changes.

EPIC announces acquisition of Altus Specialty Group’s Program Business

BOSTON, Mass., Jan. 21, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center) a retail property, casualty insurance brokerage and employee benefits consultant, announced today it has acquired certain assets of program specialist Altus Specialty Group (ASG), namely the program book of business (ASG Programs). The acquisition of this business comes on the heels of EPIC’s November 2013 announcement of plans to pursue national expansion, backed by capital from The Carlyle Group and Stone Point Capital.

IDS Selects Sales Veteran Daniel Miller as Vice President of Business Development

SALT LAKE CITY, Utah, Jan. 17, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) has hired Daniel Miller as vice president of business development. With nearly 20 years’ experience in sales, Miller will be responsible for overseeing IDS’s various partner integrations and new customer implementations, in addition to managing and growing IDS’s Western sales region.

Mortgage Capital Trading Relocates Headquarters to Larger Facility

SAN DIEGO, Calif., Jan. 16, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging, outsourced lock desk and risk management services, announced that it relocated its corporate headquarters to a larger facility. The move provides MCT with the necessary infrastructure to accommodate its increasing growth and the capacity to continue delivering elevated support to clients.

Consumer Advocates for RCFE Reform (CARR) Sponsors California RCFE Liability Insurance Legislation

SAN DIEGO, Calif., Jan. 13, 2014 (SEND2PRESS NEWSWIRE) — Majority Leader Toni Atkins, 78th Assembly District, announced she will introduce landmark liability insurance legislation for California’s Residential Care Facilities for the Elderly (RCFEs). According to Consumer Advocates for RCFE Reform (CARR), liability insurance for RCFEs is now not required as a condition of licensure. Assembly Member Atkins’ bill is expected to require liability insurance for the approximate 7,500 assisted living facilities in the state.

Landmark Network Appraisal Services Added to ReverseVision Integrated Technology for Reverse Mortgage Lenders

SAN DIEGO, Calif., Jan. 13, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. today announced the addition of appraisal services from Landmark Network to the ReverseVision Reverse Loan Origination System (RLOS) platform. ReverseVision’s RLOS offers a library of tightly integrated services that streamline the reverse lending process.

EPIC announces expansion to the Southeast

SAN FRANCISCO, Calif., Jan. 9, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property and casualty insurance brokerage and employee benefits consultant, announced today it has acquired The McCart Group of Atlanta, Ga.

EPIC adds North Bay Employee Benefits Professional Sama Hershey Davis

PETALUMA, Calif., Jan. 6, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, has added Sama Hershey Davis in their North Bay employee benefits consulting practice. Hershey Davis brings 15 years of experience in healthcare, benefits consulting, human resources, compliance, wellness and client relationship management to EPIC.

International Document Services Completes Final Major Phase of January 2014 CFPB/Dodd-Frank Changes

SALT LAKE CITY, Utah, Dec. 17, 2013 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has completed the final phase of its planned major Dodd-Frank Act changes to its flagship document preparation system idsDoc by its self-imposed deadline of Nov. 15.

Matt McCann, a Long-Term Care Leader, Joins LTC Financial Partners to Help Aging Americans Prepare for Mounting Care Needs

KIRKLAND, Wash., Dec. 12, 2013 (SEND2PRESS NEWSWIRE) — Matt McCann’s mom was 59 when she cut herself, a seemingly minor accident. The wound developed a staph infection that led to a long hospital stay with complications; and then, suddenly, she found herself needing ‘long-term care’ or help with the tasks of daily living, services not covered by regular health insurance. Today, 15 years later, he embarks on a new phase of his career by accepting the post of Senior Vice President with LTC Financial Partners, LLC.

Regent Education Releases Regent Review, Its Ground-breaking, Fully-automated Student Verification Solution

FREDERICK, Md., Dec. 6, 2013 (SEND2PRESS NEWSWIRE) — Regent Education announced today the launch of Regent Review, the industry’s first fully-automated student verification solution. Regent Review leverages the advanced technology of Regent’s SNAP and Regent 8 solutions to fully automate student verification and C-code processing. The robust capabilities of Review help schools reduce: the time needed to perform verification, processing costs, and compliance risk, all while improving the student experience.

For Many Women, a Long-Term Care Protection ‘Package’ May Be an Ideal Holiday Gift, Ohio LTC Leader Says

CLEVELAND, Ohio, Dec. 4, 2013 (SEND2PRESS NEWSWIRE) — Looking for a special present for a special woman? ‘A long-term care protection package may be just the ticket,’ says Denise Gott, Executive Vice-President of LTC Financial Partners, LLC (LTCFP).

EPIC awarded ‘2013 Healthiest Company in North Bay’ designation by North Bay Business Journal

PETALUMA, Calif., Dec. 4, 2013 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty and employee benefits insurance brokerage, announced today the North Bay Business Journal has recognized EPIC as a ‘2013 Healthiest Company in North Bay.’ The North Bay office of EPIC participates in a companywide wellness program, led by a volunteer committee that has garnered impressive results over the last four years.

Irwin Golds, Banking and Business Executive Appointed to Bank of Southern California Board of Directors

PALM DESERT, Calif., Dec. 3, 2013 (SEND2PRESS NEWSWIRE) — Bank of Southern California (FBBN) today announced that Irwin Golds, long time Coachella Valley banking and business executive has been appointed to the company’s board of directors.

Give a Woman in Your Life the Gift of Long-Term Care Protection, Industry Leader Suggests

KIRKLAND, Wash., Dec. 3, 2013 (SEND2PRESS NEWSWIRE) — With Christmas, Hanukkah, and other gift-giving holidays near, how might you best delight a mother, wife, or other woman in your life? ‘Few things can beat a long-term care protection package,’ says Mark Goldberg, National Sales Manager of LTC Financial Partners, LLC (LTCFP).

Leading Advisors Promote November as Long-Term Care Month in Seven Different Ways

NAPLES, Fla., Nov. 18, 2013 (SEND2PRESS NEWSWIRE) — Long-term care experts across America are giving a boost to seven awareness campaigns that seek to join Thanksgiving at this month’s table of caring. The experts are state-certified agents with LTC Financial Partners, LLC (LTCFP), one of America’s largest and most experienced long-term care insurance agencies.

November Is Long-Term Care Month Seven Times Over

KIRKLAND, Wash., Nov. 15, 2013 (SEND2PRESS NEWSWIRE) — LTC Financial Partners, LLC (LTCFP) has identified seven (count ’em) awareness campaigns that are competing with Thanksgiving for space at November’s table of caring. ‘They’re all worthy and they’re all needed,’ says Mark Goldberg, LTCFP’s National Sales Manager, ‘because they all address, in different ways, a common problem that is huge, universal, and under-appreciated. That’s the growing need for long-term care planning.’

The Carlyle Group to Invest in Edgewood Partners Insurance Center to Support EPIC’s Expansion

SAN FRANCISCO, Calif., Nov. 14, 2013 (SEND2PRESS NEWSWIRE) — Edgewood Partners Insurance Center (EPIC), a leading retail insurance broker headquartered in California, announced today that funds managed by global alternative asset manager The Carlyle Group (Carlyle) have agreed to acquire a controlling equity stake in the company. Carlyle’s investment will enable EPIC to continue to execute its organic growth strategy and support strategic acquisitions of complementary insurance distribution platforms throughout the United States.

EPIC’s Janice Stanger takes the stage at top 2013 Wellness Conference

COLUMBUS, Ohio, Nov. 12, 2013 (SEND2PRESS NEWSWIRE) — Janice Stanger, a leading wellness expert and benefits consultant for EPIC, a retail property, casualty and employee benefits insurance brokerage, was a featured guest speaker at the 2013 Fall Wellness Forum Conference. At the conference, held November 8, 9 and 10 in Columbus, Ohio, Stanger spoke on incorporating effective wellness programs into the workplace and on private healthcare exchanges.

Regent 8 provides Critical Financial Aid Management Support for Competency Based Learning and Direct Assessment Schools

FREDERICK, Md., Nov. 6, 2013 (SEND2PRESS NEWSWIRE) — Educational institutions considering Competency Based Learning (CBL) and Direct Assessment models are grappling with the challenges of effectively managing Title IV financial aid. Today, Regent Education is proud to announce that Regent 8, their flagship financial aid management solution, is the first-and only-system designed specifically to accommodate those challenges.

Quandis Joins Amazon Web Services Partner Network

FOOTHILL RANCH, Calif., Oct., 31, 2013 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management technology solutions, announced that it has become a technology partner of Amazon’s Web Services Partner Network (APN). Joining APN underscores the investment and commitment that Quandis has made to utilize Amazon Web Services (AWS) for cloud computing.

Industry Leader Broadens Focus from Long-Term Care Insurance to Long-Term Care Solutions, Responding to Changing Consumer and Business Needs

KIRKLAND, Wash., Oct. 29, 2013 (SEND2PRESS NEWSWIRE) — Wondering if you should get long-term care insurance? Or if you can qualify? Or afford it? Stop worrying, advises LTC Financial Partners, LLC (LTCFP), one of America’s largest and most experienced long-term care insurance agencies. Today the company announces a bold shift from its traditional focus on LTC insurance to a broad, balanced focus on multiple ways to pay for care.

IDS Integrates Mortgage Closing Docs, Compliance Software with OpenClose LOS

SALT LAKE CITY, Utah, Oct. 28, 2013 (SEND2PRESS NEWSWIRE) — IDS, a nationwide provider of mortgage documents and compliance, announced today an integration of its mortgage document preparation system, idsDoc(TM) with OpenClose’s LenderAssist(TM) Web-based, mortgage banking and loan origination software (LOS).

International Document Services Completes First Two Phases of January 2014 CFPB/Dodd-Frank Changes

SALT LAKE CITY, Utah, Oct. 28, 2013 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has completed the first two phases of its planned changes to its flagship document preparation system idsDoc in preparation for the Dodd-Frank changes set to be implemented by the Consumer Financial Protection Bureau (CFPB) in January 2014.

International Document Services Named Mortgage Technology’s Lenders’ Choice Award Finalist for Second Consecutive Year

SALT LAKE CITY, Utah, Oct. 24, 2013 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS), has been named a finalist for Mortgage Technology’s 2013 Lenders’ Choice Award. IDS was the winner of the 2012 Lenders’ Choice Award.

EPIC again recognized as one of Silicon Valley’s fastest growing private companies

SAN MATEO, Calif., Oct. 24, 2013 (SEND2PRESS NEWSWIRE) — In a recent article, Silicon Valley Business Journal highlighted the region’s fastest growing companies, proving that for innovators, there is always opportunity to grow. EPIC, a retail property, casualty and employee benefits insurance brokerage based in San Mateo, was one of 52 companies to receive this recognition. This is the fourth consecutive year that EPIC has made the Silicon Valley Business Journal’s Fastest Growing Private Companies list.

EPIC honored as a ‘Best Place to Work in Insurance’ for the fourth year

SAN MATEO, Calif., Oct. 22, 2013 (SEND2PRESS NEWSWIRE) — EPIC, a retail property, casualty and employee benefits insurance brokerage, has been recognized for a fourth year as a ‘Best Place to Work in Insurance’ by Business Insurance Magazine and survey co-sponsor Best Companies Group.