Category Archives: Finance

Business Development and Relationship Management Specialist Julia Moore Joins EPIC in Sacramento CA

SACRAMENTO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that new business sales and relationship management professional Julia Moore has joined the firm's operations in Sacramento as Vice President, New Business Development.

Moore will be based in EPIC's Sacramento office and report to Tom McCready, Managing Principal, Sacramento Region for EPIC.

Moore will be responsible for all aspects of new business development and relationship management, including prospect identification and outreach, opportunity management, developing centers of influence, networking and event attendance, and planning and managing educational seminars and webinars.

Moore joins EPIC from The Dentists Insurance Company (a subsidiary of the California Dental Association) in Sacramento, where she was Director of Sales. Earlier in her career Moore held a range of business development, sales and relationship management positions at Wells Fargo Insurance Services, Chase, and Washington Mutual.

"We are excited to further expand and enhance EPIC's operations in the greater Sacramento Region and Northern California with Julia's addition," said Tom McCready. "She is well regarded for her business development acumen and needs assessment ability, and for building strong, positive relationships. Julia will be a terrific addition as we continue to strengthen our exceptional EPIC team here in California and across the country."

Moore is a graduate of the University of California, Santa Barbara, where she earned a Bachelor of Science Degree in Art History.

Julia Moore can be reached at julia.moore[at]epicbrokers.com or 916-576-1549.

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers & Consultants ('EPIC') announced today that new business sales and relationship management professional Julia Moore has joined the firm's operations in Sacramento as Vice President, New Business Development.

Related link: https://www.epicbrokers.com/

LBA Ware Recruits Mortgage Process Improvement Specialist Jessica Henke as Solutions Consultant

MACON, Ga. /ScoopCloud/ -- LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced today that it has hired Jessica Henke as a solutions consultant to support the company's implementation consulting and client success efforts. Henke will leverage her two decades of accounting and business process improvement expertise in mortgage lending to bring LBA Ware clients streamlined business workflow solutions and enhanced operational insights.

"We're excited to welcome Jessica on board at LBA Ware. She brings with her a wealth of knowledge on mortgage operational processes, financial reporting and software implementation," said LBA Ware Founder and CEO Lori Brewer. "A major point of pride for us is the team of industry experts under our roof that really understand the challenges and opportunities facing our clients. This allows us to serve as key consultants for our clients to find and maximize the ROI of LBA Ware's solutions."

Before joining LBA Ware, Henke was a senior corporate accounting analyst at the national power generation company Dynegy, Inc. Henke oversaw accounting workflow during her tenure at Dynegy, where she helped achieve a 60 percent reduction in monthly account preparation time by making enhancements to the company's reconciliation software system and utilizing the accrual and amortization templates function.

Having begun her career in mortgage, Henke held a series of successful positions before exiting mortgage in 2015. Her most recent roles include project accountant at Reverse Mortgage Solutions, where she led the newly purchased mortgage entity's conversion from QuickBooks to an enterprise resource planning (ERP) database; and controller at InterLinc Mortgage Services, where she reduced the number of significant audit adjustments from 41 to one in her first year. In addition, Henke has held financial-related roles at Envoy Mortgage, The Bank of New York Mellon, Aegis Mortgage and Royal Bank of Canada (RBC) Mortgage.

"It is a personal passion of mine to help companies realize their full potential by examining and improving their financial processes and the way they use technology," said Henke. "I'm excited to help LBA Ware clients tackle their financial operational challenges."

About LBA Ware(TM):

Founded in 2008, LBA Ware's mission is to inspire opportunity by delivering solutions that are essential to the way mortgage companies operate. We are a trusted partner and play a key role in our clients' success by enabling them to motivate, incentivize and better leverage the human potential within their organization. Our applications automate traditionally manual business processes for which an existing software solution does not exist, empowering lenders to create an integrated software environment that maximizes their productivity and operational efficiency. For more information about LBA Ware and their software solutions, visit https://lbaware.com.

LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced today that it has hired Jessica Henke as a solutions consultant to support the company's implementation consulting and client success efforts. Henke will leverage her two decades of accounting and business process improvement expertise in mortgage lending to bring LBA Ware clients streamlined business workflow solutions and enhanced operational insights.

Related link: http://lbaware.com/

Aclaro to Bring the Power of Predictive Analytics to Lending Sector, Expands Operations in the US

MIAMI, Fla. /ScoopCloud/ -- Aclaro, the leading provider of blockchain based open data platforms and solutions, has announced that it has launched a new Fintech Artificial Intelligence (AI) solution focused on the lending industry. The new solution is Aclaro TrueView(TM). Aclaro aims to equip lenders with the innovative tools needed for competitive advantage with its tech savvy, blockchain based predictive analytics platform that can be utilized without incurring heavy costs.

Aclaro's goal is to serve the latest AI solutions to the loan sector for risk assessment both in the Underwriting front end and in the management of the risk repayment of the loan.

Know Your Customer (KYC), geofencing, data mining, big data, machine learning and predictive analysis are a few of the tools integrated in the Aclaro TrueView(TM) solution which can help accelerate underwriting, manage repayment risk, predict and prevent fraud.

With the announcement of the Aclaro TrueView(TM) product and in yet another big step in its growth, Aclaro is expanding its operations in the U.S. with the opening of a new office in New York at: 240 Water St. Brooklyn, NY 11201.

Many small and medium businesses (SMB's) in New York, especially those focused on lending, have been competing without the advantage of the leading edge data driven decisions and insights that are already available to larger corporations. A primary reason for this is the heavy costs associated with using data analytics platforms. With Aclaro's revolutionary predictive analytics, they can now gain business insights from their own business data.

"Today, data analytics is equivalent to hard money for all businesses, and Aclaro helps businesses owners get value from their data and maximize the potential for the business intelligence hidden within it," says Carlos Galarce, Founder & CEO, Aclaro. "With the Aclaro TrueView App we are creating tangible competitive advantage for lenders of all sizes. The app is currently in beta test with selected customers and is expected to be ready for full release by the end of the third quarter."

About Aclaro:

Aclaro is a leading provider of Blockchain based Open Data Platforms and Solutions that disrupt the status-quo of disjointed siloed current systems. We aim to level the playing field for small and midsize business by providing solutions that can help them compete with larger competitors. We use technology to provide solutions that matter, have real returns to a bottom line and contribute to the quality of life of the solution stakeholders. We enhance transparency of transactions via Blockchain technology, out of the box kick ass Apps that use Machine Learning, Business Intelligence and GraphDB's to rock the status quo.

For more information, please visit: https://aclaro.io/

VIDEO (YouTube):
https://youtu.be/Dpz0kNZ1LZE

Aclaro, 78 SW 7th St., Suite 500, Miami, FL 33130, USA.

Aclaro, the leading provider of blockchain based open data platforms and solutions, has announced that it has launched a new Fintech Artificial Intelligence (AI) solution focused on the lending industry. The new solution is Aclaro TrueView(TM). Aclaro aims to equip lenders with the innovative tools needed for competitive advantage with its tech savvy, blockchain based predictive analytics platform that can be utilized without incurring heavy costs.

Related link: https://aclaro.io/

Accurate Group Enhances Its NotaryWorks Complete Notary Solution with Remote Online Notarization from NotaryCam

NEWPORT BEACH, Calif. /ScoopCloud/ -- NotaryCam today announced that it has partnered with Accurate Group, a leading provider of technology-driven real estate appraisal, title and compliance services, to provide remote online notarization services for NotaryWorks(TM), Accurate Group's complete notary solution.

A pioneer of electronic and remote online notarizations, NotaryCam brings individuals and businesses together from anywhere in the world to securely sign and notarize documents in the virtual presence of a licensed notary public. To date, NotaryCam has completed more than 100,000 remote online notarizations. The company holds the industry's highest Net Promoter Score and a customer satisfaction rating of 99.8 percent.

NotaryWorks by Accurate Group enables lenders to offer a range of real estate e-closing options that accelerate loan closings and better serve borrower needs. It offers remote online notarization powered by NotaryCam as well as mobile notaries for borrowers who prefer a more traditional approach. All notaries are certified and pre-screened by Accurate Group.

"Lenders are ready to embrace electronic notarization in full force," said Dave Samson, vice president of NotaryWorks Signing Solutions at Accurate Group. "Our NotaryWorks solution, powered in part by NotaryCam, provides us the scale to meet the growing demand for this service and ensures that all types of notarizations are delivered with an outstanding customer experience."

"Supporting more than 100,000 transactions has given NotaryCam the deep expertise necessary to execute flawless online real estate closings," said NotaryCam Founder Rick Triola. "We are experts with mortgage and escrow documents, and we understand the emotional aspect of buying a home. It's the most important transaction in many consumers' lives, so it's essential to make it professional, personable and perfect."

"Consumers consistently tell us their NotaryCam closing was the easiest real estate closing they've ever done," added Triola. "We're proud to partner with Accurate Group to bring a more convenient, modern and secure closing experience to our mutual customers."

NotaryCam's virtual signing room supports the signing and notarization of all real estate closing documents and enables title agents and notary signing agents to organize, review, deliver and securely return recorded loan documents to lenders.

About Accurate Group:

Accurate Group is a leading provider of technology-driven real estate appraisals, title data, analytics and compliance. Accurate Group combines exceptional service, innovative technology and its proprietary AccurateAudit(TM) compliance foundation to provide banks, credit unions, servicers, non-bank lenders and capital markets firms with the best combination of speed, quality, regulatory compliance and price. With Accurate Group, lenders, consumers and capital markets firms benefit from market-leading solutions that improve accuracy, lower costs and improve compliance across all types of real estate loans, mortgage-related assets and real estate portfolios.

For more information, visit http://www.accurategroup.com/.

About NotaryCam:

NotaryCam, Inc. (NotaryCam) is a pioneer and leader in remote, online notarization and identity verification solutions. NotaryCam's enterprise-grade platform has helped thousands of companies and individuals get documents notarized online from anywhere in the world, at any time, by a network of certified, licensed notaries. NotaryCam's technology provides the highest level of identity verification, security and fraud prevention as well as unmatched customer convenience.

Visit https://www.notarycam.com for additional information or to get a document notarized today.

NotaryCam today announced that it has partnered with Accurate Group, a leading provider of technology-driven real estate appraisal, title and compliance services, to provide remote online notarization services for NotaryWorks(TM), Accurate Group's complete notary solution.

Related link: https://www.notarycam.com/

EPIC adds Sarmad Naqvi to its Private Client Practice in Northern California

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Sarmad Naqvi has joined the firm's Private Client Insurance operations in Northern California, specializing in providing comprehensive, cost effective risk management and insurance protection to high net worth individuals and their families.

Naqvi will be based in EPIC's Concord, CA office and report to Curt Perata, President of EPIC's Pacific North Region. The products and services he provides will focus on high-value home insurance, condominium insurance in luxury high rise building, yacht and personal aircraft insurance, cyber-crime protection, personal liability insurance, and insurance for personal collections, including fine art, jewelry, classic cars, vintage musical instruments, and other exotic, high value collections.

Naqvi joins EPIC from McDermottCosta Insurance Brokers in San Leandro, where he served as a private client advisor for the past 10 years. Previously, he held similar positions with Marsh, Inc., State Farm Insurance, and Les Sawyer Insurance Brokers.

Said EPIC's Curt Perata, "Sarmad is a terrific addition to EPIC and to our Private Client team here in Northern California. We are committed to attracting and retaining the best specialty talent in the industry and we have certainly found that with Sarmad. I know he will be a big part of our continued growth and success, both locally and across the country."

Sarmad Naqvi can be reached at sarmad.naqvi@epicbrokers.com or 925-822-9164.

About EPIC:
EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants ('EPIC') today announced that risk management and insurance professional Sarmad Naqvi has joined the firm's Private Client Insurance operations in Northern California, specializing in providing comprehensive, cost effective risk management and insurance protection to high net worth individuals and their families.

Related link: https://www.epicbrokers.com/

EPIC Insurance adds Eric Kitei as a Principal in Southern California

LOS ANGELES, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Eric Kitei has joined the firm's operations in Southern California as a Principal, focusing on the unique needs of auto dealers and others in the automotive industry.

Kitei will be based in EPIC's Irvine, Calif. office, reporting to Jim Gillette, President of EPIC's Pacific South Region.

He will work in close collaboration with EPIC's National Automotive Industry Practice, led by Eric Shaw who is also responsible for EPIC's highly successful property & casualty insurance program for the California New Car Dealers Association (CNCDA).

"Eric is well known in the auto dealership space and we have competed against each other over the years. I now look forward to having him as a partner in executing EPIC's strategy of growth and expansion in the automotive industry, both in California and nationally," said EPIC's Eric Shaw.

Kitei will be responsible for new business development; the design, placement and management of property/casualty and workers' compensation insurance programs; and providing risk management strategies and solutions to clients in the auto dealership industry in California and across the country.

Kitei joins EPIC from the Irvine office of Sullivan Curtis Monroe Insurance Services, LLC, where he was senior vice president and Automotive Practice Group Leader. He began his insurance career as a Marketing Representative with Federated Insurance Company in Los Angeles, a specialist in auto dealers.

Said EPIC's Jim Gillette, "Eric is a terrific addition to EPIC and to our team here in Southern California. We are committed to attracting the best specialty talent in the industry and have found that with Eric. I know he will be a big part of our continued expansion in the dealership space locally and nationwide."

Kitei attended Arizona State University, where he earned a Bachelor's Degree in Liberal Arts and Sciences/Liberal Studies and was a member of Phi Kappa Psi Fraternity. Professionally he holds the Life Underwriter Training Council Fellow (LUTCF) Designation.

Eric Kitei can be reached at eric.kitei@epicbrokers.com or (949) 417-9145

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

Persons interested in pursuing employment opportunities at EPIC in Southern California should contact EPIC's Western Region Director of Human Resources Monte Hill at 415-356-3996 or monte.hill@epicbrokers.com.

EPIC Insurance Brokers and Consultants ('EPIC') announced today that risk management and insurance professional Eric Kitei has joined the firm's operations in Southern California as a Principal, focusing on the unique needs of auto dealers and others in the automotive industry.

Related link: https://www.epicbrokers.com/

EPIC Adds John Check in Pittsburgh, Pa.

PITTSBURGH, Pa. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, today announced the addition of benefits consulting professional John Check as a Senior Consultant in the firm's Employee Benefits Consulting Division.

Check will be based in EPIC's Pittsburgh, Pa. office and report to Eric Hays, Regional Director, Employee Benefits, who is responsible for building and leading EPIC's Employee Benefits Consulting Practice based in Pittsburgh.

Prior to joining EPIC, Check spent 25 years with Pittsburgh's Seubert Associates, where he most recently served as Vice President and Executive Director, Benefits.

At EPIC, Check will be responsible for new business development and client consulting, acquiring and providing creative, cost-effective Employee Benefits Consulting solutions to clients across a wide range of industries.

Said EPIC's Eric Hays, "EPIC is trying to bring a fresh, reliable approach to employee benefits consulting in the Western PA market. John Check's arrival at EPIC reinforces our strong commitment to that mission in the region. Well-known in the benefits market place over a 35-year career, John is universally respected for his commitment to his clients and his open and amicable relationships with carriers. As a colleague and friend of John's for 25 years, I am very grateful that John has brought his considerable talents and spotless reputation to EPIC Insurance Brokers and Consultants."

EPIC Pittsburgh provides Employee Benefit Consulting, Property & Casualty Insurance, Surety, and Risk Management solutions to clients located across Western Pennsylvania and the country.

Specific areas of expertise include all aspects of Employee Benefits Consulting including Compliance, Wellness, HR and Benefits Technology, Retirement, Executive and Voluntary Benefits, Pharmacy Management, Global Benefits and Employee Communications and Engagement, as well as property & casualty insurance products and risk management services, including Group Captives, Professional and Management Liability, Risk Control, Claims Advocacy, and Workers' Compensation Cost Control.

John Check can be reached at:
Email: john.check@epicbrokers.com
Phone: 412-274-1716 (direct)

EPIC Pittsburgh Office:
Main phone 412-274-1750
301 Grant Street, Suite 4300
Pittsburgh, PA 15219

About EPIC:
EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants ('EPIC'), a retail property and casualty insurance brokerage and employee benefits consultant, today announced the addition of benefits consulting professional John Check as a Senior Consultant in the firm's Employee Benefits Consulting Division.

Related link: https://www.epicbrokers.com/

Klingenstein Fields Wealth Advisors Ranked in Financial Times 2018 Top 300 Registered Investment Advisers

NEW YORK, N.Y. /ScoopCloud/ -- KFWA is pleased to announce it has been named to the 2018 edition of the FT 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

This is the fifth annual FT 300 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.

In order to be considered for inclusion, RIAs must apply and meet a minimum set of criteria. Applicants are then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm's advisers; online accessibility; and compliance records. Rankings are objective, and the FT receives no remunerations or fees from RIAs.

"KFWA is honored to be included in this impressive group of elite RIA firms, where the "average" practice in this year's list has been in existence for over 22 years and manages $4 billion in assets," said Kenneth D. Pollinger, CEO and Co-Chairman of KFWA. The FT 300 Top RIAs hail from 38 states and Washington, D.C.

Klingenstein Fields Wealth Advisors, a leading wealth management firm with more than $3 billion in assets under management, provides comprehensive wealth planning and investment management for high net worth individuals and families throughout the country.

Disclosures:

The FT 300 is one in a series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT's research. The listing reflected each practice's performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice's future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Klingenstein Fields Wealth Advisors ("KFWA")), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. KFWA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. If you are a KFWA client, please remember that it remains your responsibility to advise KFWA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request or by clicking here ( http://www.klingenstein.com/contact-us/ ). Please read the expanded disclosures in the linked report or by visiting our website at www.klingenstein.com.

More information: http://www.klingenstein.com/.

KFWA (Klingenstein Fields Wealth Advisors) is pleased to announce it has been named to the 2018 edition of the FT 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the fifth annual FT 300 list, produced independently by the FT in collaboration with Ignites Research.

Related link: http://www.klingenstein.com

Lykken on Lending June 25 Podcast Features Black Knight EVP Shelley Leonard on Mortgage Servicing in the Digital Age

AUSTIN, Texas /ScoopCloud/ -- Lykken on Lending, the mortgage industry podcast created by mortgage lenders for mortgage lenders, is pleased to announce that its June 25 episode welcomes Shelley Leonard, EVP and Chief Product Officer for Black Knight, Inc. (NYSE:BKI).

In addition to defining Black Knight's product strategy, Leonard leads the Black Knight team focused on bringing the transformative power of digital to the mortgage servicing industry. During her June 25 Lykken on Lending interview, Leonard will discuss Black Knight's just-released LoanSphere Servicing Digital solution, and how it advances the next digital frontier for the mortgage industry.

The Lykken on Lending episode featuring an interview with Black Knight's Shelley Leonard, "How Can Mortgage Servicers Leverage the Digital Revolution to Transform the Customer Experience?," will begin broadcasting at 1 p.m. ET on Monday, June 25.

Listeners can join the live broadcast by calling in to (646) 716-4972 or download the episode from Lykken on Lending immediately following completion of the live interview.

Lykken on Lending host David Lykken, a mortgage lending veteran of many market cycles and leading industry expert, is also the founder and CEO of Transformational Mortgage Solutions, a consultative services provider to innovative mortgage lending businesses seeking growth and profitability strategies.

About Lykken on Lending:

Created by mortgage professionals for mortgage professionals, Lykken on Lending is a weekly 60-minute podcast hosted by mortgage industry celebrity expert David Lykken, a mortgage lending veteran of more than three decades. The podcast's weekly format includes Les Parker's Market-Logics Live, a macroeconomic perspective on the economy complete with music parody, and Joe Farr providing a rate and market update. Next, Alice Alvey of Union Home provides a regulatory & legislative update, followed by Allen Pollack's Tech Report of the latest technology transforming mortgage lending, and Andy Schell, a/k/a "Profit Doctor" sharing ideas on how to improve the bottom line. Learn more at: https://lykkenonlending.com/.

About Black Knight:

Black Knight (NYSE:BKI) is a leading provider of integrated software, data and analytics solutions that facilitate and automate many of the business processes across the homeownership lifecycle.

As a leading fintech, Black Knight is committed to being a premier business partner that clients rely on to achieve their strategic goals, realize greater success and better serve their customers by delivering best-in-class software, services and insights with a relentless commitment to excellence, innovation, integrity and leadership. For more information on Black Knight, please visit https://www.blackknightinc.com/.

Twitter: @lykkenonlending @DavidLykken @Black_KnightInc #mortgageservicing #digitalmortgage

Ref: Ticker - BLACK KNIGHT RG(NY: BKI)

Lykken on Lending, the mortgage industry podcast created by mortgage lenders for mortgage lenders, is pleased to announce that its June 25 episode welcomes Shelley Leonard, EVP and Chief Product Officer for Black Knight, Inc. (NYSE:BKI).

Related link: https://lykkenonlending.com/

Cloudvirga Named One of North America’s Top 100 Tech Firms by Red Herring

IRVINE, Calif. /ScoopCloud/ -- Cloudvirga(TM), a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform(r), was honored today with Red Herring's Top 100 North America award.

Cloudvirga was selected from a pool of over 1,200 firms across North America and was evaluated on 20 quantitative and qualitative criteria, including its disruptive impact, financial performance and technology innovation.

"This year was rewarding beyond all expectations," said Alex Vieux, publisher and CEO of Red Herring. "There are many great companies generating innovative and disruptive products in North America. We had a difficult time narrowing the pool and selecting the finalists. We know that the 2018 crop will grow into some amazing companies that are sure to make an impact."

"It's an honor to be named one of North America's top tech firms by Red Herring, which for more than two decades has recognized emerging tech companies that have gone on to become household names. This award validates that Cloudvirga is not only a leading innovator in mortgage technology, but also one of the continent's most disruptive tech companies," said Cloudvirga co-founder Kyle Kamrooz, who presented his company's winning strategy at the Red Herring North America Forum in Marina Del Rey earlier this week.

About Cloudvirga(TM):

Cloudvirga's digital mortgage point-of-sale (POS) software, powered by the intelligent Mortgage Platform(R), uniquely combines a world-class borrower experience with a truly automated lender workflow that radically cuts overall loan costs, increases transparency and reduces the time to close a loan. Founded by top fintech veterans with a track record of building successful mortgage technologies, Cloudvirga's customer base includes eight of the top 40 non-bank mortgage originators. To date, Cloudvirga has raised over $77 million from some of the country's top lenders and private-equity firms.

For more information, visit http://www.cloudvirga.com or follow Cloudvirga on LinkedIn.

Cloudvirga(TM), a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform(r), was honored today with Red Herring's Top 100 North America award.

Related link: http://www.cloudvirga.com/

Global DMS Adds Appraisal Pre-Scheduler Functionality to its eTrac Valuation Management Platform

LANSDALE, Pa. /ScoopCloud/ -- Global DMS, a leading provider of cloud-based valuation management software, announced that it has rolled out eTrac(R) Pre-Scheduler, a newly released tool that that streamlines appraisal appointments, allowing lenders and AMCs that are leveraging eTrac to easily set predetermined appraisal dates, apply specific parameters, and broadcast appraiser communications.

eTrac Pre-Scheduler empowers users with the ability to easily select multiple appraisal appointment dates per appraisal order, automatically search for applicable appraisers that are available to complete the order, and then present potential assignments to eligible appraisers along with the order and specified dates. The appraiser can then quickly accept the order by agreeing to one of the required dates, which can conveniently be done from their cell phone via email and/or text message.

The end result is that the entire process of coordinating and completing appraisals becomes quicker, easier, and more efficient. In addition, Pre-Scheduler flexes with unique business processes or special requests from borrowers and clients, as users have the ability to define what appraisers must agree to before accepting orders.

"Appraisals typically take the longest of all loan fulfillment processes to complete, which extends underwriting times, increases costs, and also opens up the potential for deal fallout," says Vladimir Bien-Aime, president and CEO at Global DMS. "Appointments are sometimes set at the vendor's discretion and can lead to unexpected delays and issues; however, the addition of Pre-Scheduler to eTrac establishes more control and better organization to prevent problems. Ensuring that appraisal orders are efficiently assigned, accepted, and completed is paramount to making the process expeditious and cost effective."

About Global DMS:

Founded in 1999 and headquartered in Lansdale, Pennsylvania, Global DMS is a leading provider of cloud-based commercial and residential real estate valuation solutions catering to lenders, servicers, AMCs, appraisers and other real estate entities. The company's solution set is cost effectively delivered on a software-as-a-service (SaaS) transactional basis that ensures compliance adherence, reduces costs, increases efficiencies and expedites the entire real estate appraisal process.

The company's solutions include its new EVO-Commercial (EVO-C) for commercial lending, eTrac valuation management platform for residential lending, eTrac WebForms, Global Kinex, AVMs, the MISMO Appraisal Review System (MARS), ATOM (Appraisal Tracking on Mobile), and AMCmatch.

For more information, visit the company's web site http://www.globaldms.com/ or call (877) 866-2747.

Global DMS, a leading provider of cloud-based valuation management software, announced that it has rolled out eTrac Pre-Scheduler, a newly released tool that that streamlines appraisal appointments, allowing lenders and AMCs that are leveraging eTrac to easily set predetermined appraisal dates, apply specific parameters, and broadcast appraiser communications.

Related link: http://www.globaldms.com/

C3 Insurance Launches New Technology, a Smartphone Inspection App for Businesses

SAN DIEGO, Calif. /ScoopCloud/ -- C3 Risk & Insurance Services today announced the launch of its new SaferWorks smartphone technology for businesses to use in documenting inspections. The app is designed to be extremely simple and easy to use by both the company administrator and by the company end users.

The application has a very clean interface. The end user simply opens the application and answers pre-defined questions established by the company (these are customized to each client). Each question requires a photo to be taken "live." There is no ability to upload a photo previously taken so that it guarantees real time data.

A company administrator has a dashboard where he/she can view each user's results and run reports for compliance and quality assurance.

The app, SaferWorks, intends to help businesses with the following:
1. Behavioral change of employees
2. OSHA compliance
3. Peace of mind to businesses who have multiple locations.

Access to the app requires a code from C3 in order to download and utilize from the Apple store. To learn more about its availability contact C3 via relations@c3insurance.com.

About C3:

C3 aids medium to large businesses reduce insurance costs and mitigate unexpected financial loss through a combination of new age technology and old school human capital. The agency brings a unique and fresh approach to the marketplace staffing atypical resources such as a video production team and software developers that create custom products for their clients.

The independent agency is a full-service shop providing products and services that support all lines of property & casualty, employee benefits and personal lines. The agency is licensed in mostly all U.S. states and territories.

To learn more please visit: https://www.c3insurance.com/.

Find on social media at:
Facebook: https://www.facebook.com/C3insured/
Twitter: https://twitter.com/c3insurance
Instagram: https://www.instagram.com/c3insurance/

C3 Risk & Insurance Services today announced the launch of its new SaferWorks smartphone technology for businesses to use in documenting inspections. The app is designed to be extremely simple and easy to use by both the company administrator and by the company end users.

Related link: https://www.c3insurance.com/

LBA Ware Celebrates Its 10th Anniversary Serving the Mortgage Industry

MACON, Ga. /ScoopCloud/ -- LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced it has achieved a decade in business this year. The company celebrated the official anniversary of its founding on June 10, the date of the company's incorporation.

"The impetus behind founding LBA Ware in 2008 was to solve what I saw as a clear need in the industry - the ability to automate traditionally manual business processes," said LBA Ware CEO and Founder Lori Brewer. "While I knew we would succeed in this endeavor, the level of success we've achieved in our first 10 years is beyond anything I could have imagined."

Since its inception, the company has established itself as a mortgage industry innovator through its suite of technology platforms designed to maximize productivity and operational efficiency. In addition to its systems integration software LOS Talker(TM), LBA Ware has also brought to market the mortgage industry's first automated commission calculation platform CompenSafe(TM).

Other major company achievements over the past decade include:

* Reaching $1 billion in total compensation calculated via CompenSafe

* Serving six of the top 100 U.S. mortgage lenders and eight of the top 75 independent mortgage banks

* Garnering multiple corporate honors, such as:
o Four consecutive appearances on HousingWire Magazine's HW Tech100
o 2017 Technology Association of Georgia (TAG) Bytes for Bites Regional winner
o 2017 Best of Macon winner
o 2016 Hub Magazine Diversity Game Changer in Technology winner
o 2014 & 2015 TAG Top 40 Innovative Technology Company winner

* Numerous professional recognitions for Brewer, including:
o 2017 & 2018 Mortgage Professional America (MPA) Elite Women in Mortgage
o 2017 MReport Women in Housing - Leadling Ladies category
o 2018 MPA Hot 100
o 2018 HousingWire Women of Influence.

While a decade in business may seem like a modest achievement, Brewer notes, the odds of a small business reaching this milestone are often stacked against them. According to the U.S. Small Business Association (SBA), 96 percent of U.S. businesses never make it to 10 years, less than 4 percent ever achieve $1 million in sales, and less than 6 percent ever grow beyond 10 employees.

"When you consider the odds stacked against start-ups, it's incredible what LBA Ware has achieved in its first 10 years," Brewer said. "I started the company in my living room with a laptop and an idea. We now employ 27 highly talented individuals and have expanded our client base by 91 percent in the last 12 months. I'm immensely proud of our team, the culture and our achievements and am so excited about the opportunities ahead."

About LBA Ware(TM):

Founded in 2008, LBA Ware's mission is to inspire opportunity by delivering solutions that are essential to the way mortgage companies operate. We are a trusted partner and play a key role in our clients' success by enabling them to motivate, incentivize and better leverage the human potential within their organization. Our applications automate traditionally manual business processes for which an existing software solution does not exist, empowering lenders to create an integrated software environment that maximizes their productivity and operational efficiency.

For more information about LBA Ware and their software solutions, visit http://lbaware.com.

LBA Ware, a leading provider of automated compensation software and systems integration solutions for mortgage lenders, announced it has achieved a decade in business this year. The company celebrated the official anniversary of its founding on June 10, the date of the company's incorporation.

Related link: http://lbaware.com/

Paragon Insurance Holdings LLC Adds Tonya Fuller and Ashley Forslund to Winery and Brewery Team

NAPA, Calif. /ScoopCloud/ -- Paragon Insurance Holdings LLC ("Paragon"), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced that Tonya Fuller has joined the firm as Vice President, Winery and Brewery. Additionally, Ashley Forslund has become a member of the Paragon team in the role of Senior Underwriter, Winery and Brewery, working in close collaboration with Fuller.

In their new roles, Fuller and Forslund will focus on underwriting Paragon's successful "Winery Plus Program" as well as bringing extensive knowledge of the wine and brewing business to Paragon's robust Winery Group and expanding Brewery Program.

Fuller, whose career in the insurance industry spans more than 25 years, has extensive experience with national insurance program development, implementation, and oversite. She has focused on designing and managing specialty risk management and insurance programs for the wine industry since 2005.

Forslund began her insurance career 17 years ago, moving into MGA underwriting in 2004. She began working with Fuller in 2008, developing particular expertise in crafting strong insurance programs for the winery and brewery business while maintaining long standing broker relationships.

Prior to joining Paragon, Fuller was the Managing Director of Prime Vintage Insurance Services, LLC, a General Agency located in Napa, CA focused on developing and managing specialized Insurance Programs for wineries and cideries. Forslund served as Senior Underwriter at Prime Vintage, also focusing on the wine industry, and brings a strong background in the brewing business as well.

Said Ron Ganiats, "The Paragon team has known and respected Tonya and Ashley for quite some time, and we are excited to have them join our firm in Napa and Colorado respectively to expand and deepen our commitment to serving the unique needs of wineries, cideries and breweries, both in the West and across the country."

About Paragon:

A broadly diversified MGA, Paragon provides unique opportunities and solutions to retail agents, insurance carriers, reinsurers and vendor partners.

Please visit http://www.paragoninsgroup.com/ for additional information.

Paragon Insurance Holdings LLC, a national multi-line specialty Managing General Agency (MGA) based in Avon, Conn., today announced that Tonya Fuller has joined the firm as Vice President, Winery and Brewery. Additionally, Ashley Forslund has become a member of the Paragon team in the role of Senior Underwriter, Winery and Brewery, working in close collaboration with Fuller.

Related link: http://www.paragoninsgroup.com/

ARMCO Promotes Sharon Reichhardt to Vice President of Client Success

POMPANO BEACH, Fla. /ScoopCloud/ -- ACES Risk Management (ARMCO), the leading provider of enterprise transaction and loan risk mitigation software solutions, has announced that former director of client services Sharon Reichhardt has been promoted to vice president of client success.

In this capacity, Ms. Reichhardt will manage ongoing adoption by customers of the full feature-set of the ACES Audit Technology(TM) platform, ARMCO's flagship product. She will oversee ARMCO's professional services division, which focuses on expanding usage and understanding of ARMCO's technology and data products by working closely with clients to configure the ACES platform for maximum efficiency and ROI.

Ms. Reichhardt brings over 25 years of mortgage industry experience to her post. Prior to joining ARMCO, she spent 20 years at EverBank, where she held various management level positions, primarily in quality control. During her tenure at EverBank, Ms. Reichhardt was the primary administrator of the ACES platform across several divisions at the bank.

"As a former client, Sharon knows firsthand the operational challenges that the industry faces and how ACES can be leveraged to save costs, introduce efficiency and transparency and reduce risk to financial institutions," said Avi Naider, ARMCO's chief executive officer. "With her vast experience implementing ACES across multiple divisions at a large bank and across multiple clients as a director at ARMCO, Sharon is the perfect fit for this important position at the company."

"I know firsthand how much time and effort it takes for companies to get the most out of a technology as powerful as ACES," said Reichhardt. "I'm excited to lead the company's customer success initiative and ensure that more and more ARMCO clients have access to experts who truly understand the intricacies of both their business and the technology. Driving efficiency throughout the full loan origination and review cycle - from prefunding, to post funding to post closing and to servicing is what we aim to achieve for all of our clients."

Led by Ms. Reichhardt, the ARMCO professional services team comprises a staff of industry experts with over 100 years of industry experience and an average of over five years of specific experience with ACES. Several team members previously served as administrators of the ACES platform as employees at ARMCO clients.

About ARMCO:

ARMCO - ACES Risk Management delivers web-based enterprise transaction and loan risk mitigation software solutions, as well as powerful data and analytics, to the nation's top mortgage lenders, servicers, investors and outsourcing professionals. A trusted partner devoted to client relationships, ARMCO offers best-in-class quality control and compliance software that provides U.S. banks, mortgage companies and service providers the technology and data needed to support loan integrity, meet regulatory requirements, reduce risk and drive positive business decisions.

ARMCO's flagship product, ACES Audit Technology(TM), is available at any point in the mortgage loan lifecycle, to any size lender, and is user-definable. ACES standardizes audit requirements, ties pre-funding reviews to post-closing quality control audits, enables seamless trend analysis, identifies credit, compliance and process deficiencies and helps create manageable action plans. For more information, visit http://www.armco.us/ or call 1-800-858-1598.

ACES Risk Management (ARMCO), the leading provider of enterprise transaction and loan risk mitigation software solutions, has announced that former director of client services Sharon Reichhardt has been promoted to vice president of client success.

Related link: http://www.armco.us/

EPIC’s Philip Westphal to Present on Safe Patient Handling at the 2018 California Rural Health Conference

SACRAMENTO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC Healthcare Practice Risk Advisor/Broker Philip Westphal will be presenting a one-hour lecture on "Safe Patient Handling on a Budget - Optimizing your Safe Patient Handling and Mobility (SPHM) Program Without Breaking the Bank" at the California Rural Health Conference on Wed., June 27 at 11 a.m. at the Lake Natoma Inn in Folsom, Calif.

During Westphal's presentation, attendees will learn:
* The essential elements of a successful SPHM program
* How to identify common areas of opportunity within SPHM programs
* Best practices and strategies for improving SPHM program compliance in the rural healthcare environment.

The California Rural Health Conference is one of the nation's largest rural health conferences, created for anyone with an interest in rural health care. Health care professionals and executives gather every year to understand and discuss best practices, new ideas, and financial strategies to improve patient care, business performance, and profitability.

This event is co-hosted by the California Association of Rural Health Clinics and California State Rural Health Association. The event will feature guest speakers like Westphal, networking opportunities and discussions on current issues impacting rural healthcare.

Click here for additional information on the California Rural Health Conference: http://www.carhc.org/events/California-Rural-Health-Conference-21/details.

About Philip Westphal, risk advisor/broker, EPIC Healthcare Practice:

Philip Westphal, EPIC Healthcare Practice risk advisor/broker, is responsible for new business development and the design and management of result-oriented risk management and insurance solutions across the healthcare sector, specializing in hospitals, healthcare clinics, dental offices and senior living facilities.

Prior to joining EPIC, Westphal was director of Employee Safety for BETA Healthcare Group where he was responsible for leading the employee safety team's delivery of loss prevention and safety services to BETA Healthcare Group's worker's compensation clients.

Westphal began his insurance career at Fireman's Fund Insurance Company, where he held a number of positions providing loss control and marketing services to middle-market commercial insurance clients.

Westphal is a graduate of Pepperdine University where he earned a Bachelor of Science (B.S.) Degree in Sports Medicine. Professionally, he holds a designation as a Certified Ergonomic Evaluation Specialist (CEES).

About EPIC:

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the U.S. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC Healthcare Practice Risk Advisor/Broker Philip Westphal will be presenting a one-hour lecture on "Safe Patient Handling on a Budget - Optimizing your Safe Patient Handling and Mobility (SPHM) Program Without Breaking the Bank" at the California Rural Health Conference in Folsom.

Related link: https://www.epicbrokers.com/

Tips for Selecting the Best Commercial Bank for Your Small Business

SAN DIEGO, Calif. /ScoopCloud/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), understands that selecting a commercial bank that fits your company's needs can be a grueling task. Tony DiVita, Chief Banking Officer at Bank of Southern California, shares the following valuable tips to help guide small businesses in selecting the right bank.

1. Relationships Matter:

Every business is unique. Finding an experienced banker that understands the challenges impacting your business and industry are crucial to your success. Community banks are focused on building relationships with their clients and take the time to learn your business. They are invested in your success and want to help you grow and succeed.

2. Timely, Local Decision-Making:

Small businesses often require a quick response time when it comes to obtaining business loans. One of the many benefits of selecting a community bank, is their ability to provide quick decision-making and access to executive management.

3. Custom-Tailored Solutions:

No two customers are the same. Finding a bank that recognizes that every client is unique and is able to provide flexible, financing and cash management solutions is key.

4. Community Focus:

As a small business, you understand the importance of supporting neighboring organizations and giving back to the community. Local banks have a community first mindset and donate a portion of their proceeds to create positive changes. Plus, you will often find employees volunteering and serving in leadership roles for civic and nonprofit organizations.

If you are a small business, and are looking for a relationship-focused bank, Bank of Southern California is quite possibly the right choice for you.

For more information about Bank of Southern California and services for small businesses, visit https://www.banksocal.com/.

About Tony DiVita:

Tony DiVita is Executive Vice President, Chief Banking Officer at Bank of Southern California. With over 30 years of community and regional banking experience, he has a proven track record in the industry and a commitment to success. He works from the Bank's corporate headquarters in Del Mar.

About Bank of Southern California:

A growing community bank, established in 2001, Bank of Southern California, N.A., with headquarters in San Diego, Calif., is locally owned and managed, and offers a range of financial products to individuals, professionals, and small-to-medium sized businesses. The Bank's solution-driven, relationship-based approach to banking provides accessibility to decision makers and enhances value through strong partnerships with its clients.

The Bank currently operates seven branches in San Diego and the Coachella Valley in Riverside County, and a production office in Orange County.

For more information, please visit https://www.banksocal.com/ or call 858-847-4780.

Ticker: OTC Pink:BCAL / OTC:BCAL / OTCMKTS:BCAL / OP: BCAL

Bank of Southern California, N.A. (OTC Pink: BCAL), understands that selecting a commercial bank that fits your company's needs can be a grueling task. Tony DiVita, Chief Banking Officer at Bank of Southern California, shares the following valuable tips to help guide small businesses in selecting the right bank.

Related link: https://www.banksocal.com/

Brian Chu, CIC, CLCS Joins EPIC Insurance in Southern California

LOS ANGELES, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Brian Chu has joined the firm's operations in Southern California as a Vice President. Chu will join the EPIC practice group led by Principal Rose Nordbrock and will be based in EPIC's Downtown Los Angeles office, reporting to Jim Gillette, President of EPIC's Pacific South Region.

Chu will be responsible for new business development; the design, placement and management of property/casualty and workers' compensation insurance programs; and providing risk management strategies and solutions for mid-market and large clients across a range of industries.

Chu joins EPIC from the Los Angeles office of Crystal & Company (recently acquired by Alliant Insurance Services).

"We are excited to further expand and enhance EPIC's operations in the greater Los Angeles area with Brian's addition," said Jim Gillette. "Brian and I have known each other for a number of years and he is well regarded for building strong, positive relationships and providing exceptional service to his clients. Brian will be a terrific addition to the team Rose Nordbrock is leading, as well as Southern California as we continue to strengthen our exceptional EPIC team."

Chu attended the University of Southern California, Marshall School of Business where he earned a Bachelor of Science Degree in Entrepreneurship. Professionally he holds the Certified Insurance Counselor (CIC) and Commercial Lines Coverage Specialist (CLCS) designations.

Brian Chu can be reached at brian.chu@epicbrokers.com or 213-629-8938.

About EPIC:
EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients. Persons interested in pursuing employment opportunities at EPIC in Southern California should contact EPIC's Western Region Director of Human Resources Monte Hill at 415 356-3996 or monte.hill@epicbrokers.com.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Brian Chu has joined the firm's operations in Southern California as a Vice President. Chu will join the EPIC practice group led by Principal Rose Nordbrock and will be based in EPIC's Downtown Los Angeles office, reporting to Jim Gillette, President of EPIC's Pacific South Region.

Related link: https://www.epicbrokers.com/

Two Tech Startups to Debut Technology at NEXT Mortgage Conference

DALLAS, Texas /ScoopCloud/ -- EXT Mortgage Events LLC, creator of the only mortgage technology conference for women executives, has announced that startup tech firms ProxyPics and Zipwhip will debut their technology to the mortgage industry at the second biannual NEXT mortgage technology conference, which takes place on June 21-22, 2018 at Hotel ZaZa in Dallas.

ProxyPics, which was founded in 2017, will debut its first-of-its kind on-demand system for getting location-specific media you need, anytime, anywhere, on Friday, June 22, 2018 at 8 a.m. CT. Zipwhip will follow with a presentation at 8:10 a.m. CT. A Seattle-based SaaS company, Zipwhip is modernizing the business texting medium by enabling text messaging to existing landline, VoIP and toll-free phone numbers. Zipwhip pairs direct network connectivity with easy, cloud-based software, so businesses of any size can give customers the choice to "text or call" and handle two-way text conversations at scale.

"ProxyPics provides photos for property inspections much cheaper and about 90 percent faster than lenders and servicers are used to getting them," said Luke Tomaszewski, CEO of ProxyPics, which uses an Uber-esque business model to farm the job of securing photos to individuals living in working in local communities. "ProxyPics lets lenders and servicers go straight to the source to get photographs within minutes, rather than hours or days. The entire process improves, and benefits not only lenders, servicers and borrowers, but also countless independent workers in local communities."

Zipwhip leverages a different, albeit also ubiquitously familiar, tool to modernize and improve the mortgage process. "Most people use texting as a primary method of communication, yet most mortgage lenders fail to provide their customers with a familiar, easy and secure way to text with the individuals who are handling their loans," said Kelly Herman, account executive at Zipwhip. "Zipwhip standardizes texting protocol so that loan officers can stop texting from their personal lines, lenders can start keeping audit trails of conversations, and more borrowers can interact directly with their lenders in a way that feels not only much more familiar, but is also faster and more efficient for them."

NEXT's startup demo presentations will take place on Friday, June 22, 2018 in the Metropolitan Ballroom of Hotel ZaZa in Dallas. NEXT features educational sessions, a total of 11 technology demonstrations, and organized networking events which include a charity benefit cocktail mixer.

Tickets are still available. Attendees may register at: https://www.nextmortgageconference.com/.

About NEXT Mortgage Events LLC:

NEXT(TM) Mortgage Events LLC is the creator of NEXT, the first women's mortgage technology conference and expo. NEXT features informational tech-focused talks, a fast-paced tech demonstration showcase, a product-focused exposition hall and well-organized networking events - all in a comfortable environment catering to the accomplished woman executive. NEXT's inaugural event took place January 18-19, 2018 in Dallas.

For more information visit https://www.nextmortgageconference.com/ follow @NEXTmtgEvents or email info@NEXTmortgageEvents.com.

NEXT Mortgage Events LLC, creator of the only mortgage technology conference for women executives, has announced that startup tech firms ProxyPics and Zipwhip will debut their technology to the mortgage industry at the second biannual NEXT mortgage technology conference, which takes place on June 21-22, 2018 at Hotel ZaZa in Dallas.

Related link: https://www.nextmortgageconference.com/

Cloudvirga Founder Kyle Kamrooz Accepted into Forbes Finance Council

IRVINE, Calif. /ScoopCloud/ -- Cloudvirga(TM), a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform(R), today announced that company co-founder Kyle Kamrooz has been accepted into the Forbes Finance Council, an invitation-only community for senior-level finance executives.

Kamrooz joins other hand-selected Forbes Finance Council members in becoming part of a curated network of successful peers with access to a variety of exclusive benefits and resources.

Forbes Councils combine an innovative, high-touch approach to community management with the extensive resources and global reach of Forbes. As a result, Forbes Council members get access to the people, benefits and expertise they need to grow their businesses - and a dedicated member concierge who acts as an extension of their own team, providing personalized one-on-one support.

"It's an honor to join Forbes Finance Council's esteemed community of financial services leaders and innovators," said Kamrooz. "Cloudvirga is redefining the world's understanding of what a 'digital mortgage' should be. We look forward to exchanging ideas with the top minds in finance and helping readers of Forbes, the most-read business magazine in the United States, understand what the digital mortgage revolution means for consumers."

Said Forbes Councils founder Scott Gerber, "We are honored to welcome Kyle into the community. Our mission with Forbes Councils is to curate successful professionals from every industry, creating a vetted, social capital-driven network that helps every member make an even greater impact on the business world."

Kamrooz has nearly 20 years' senior management experience in residential mortgage lending. While EVP at Skyline Home Loans, he developed the digital mortgage platform that would become Cloudvirga. Since 2016, Kamrooz has attracted multiple rounds of investment funding, set the vision for Cloudvirga's flagship POS systems and signed eight of the nation's top 40 non-bank mortgage lenders as clients.

Kamrooz serves on Fannie Mae's Technology Advisory Board and is a member of the Mortgage Bankers Association. His commentary has been featured in TechCrunch and Huffington Post. He is a HousingWire Vanguard Award winner and one of Entrepreneur magazine's inspiring tech entrepreneurs under 40.

About Cloudvirga(TM):

Cloudvirga's digital mortgage point-of-sale (POS) software, powered by the intelligent Mortgage Platform(R), uniquely combines a world-class borrower experience with a truly automated lender workflow that radically cuts overall loan costs, increases transparency and reduces the time to close a loan. Founded by top fintech veterans with a track record of building successful mortgage technologies, Cloudvirga's customer base includes eight of the top 40 non-bank mortgage originators. To date, Cloudvirga has raised over $77 million from some of the country's top lenders and private-equity firms.

For more information, visit http://www.cloudvirga.com or follow Cloudvirga on LinkedIn.

About Forbes Councils:

Forbes partnered with the founders of Young Entrepreneur Council (YEC) to launch Forbes Councils, invitation-only communities for world-class business professionals in a variety of industries. Members, who are hand-selected by each Council's community team, receive personalized introductions to each other based on their specific needs and gain access to a wide range of business benefits and services, including best-in-class concierge teams, personalized connections, peer-to-peer learning, a business services marketplace, and the opportunity to share thought leadership content on Forbes.com.

For more information about Forbes Finance Council, visit https://forbesfinancecouncil.com/. To learn more about Forbes Councils, visit https://forbescouncils.com/.

Cloudvirga, a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform(R), today announced that company co-founder Kyle Kamrooz has been accepted into the Forbes Finance Council, an invitation-only community for senior-level finance executives.

Related link: http://www.cloudvirga.com/

Simplifile’s E-recording Platform Utilized by Recording Districts Representing More Than 80-percent of the U.S. Population

PROVO, Utah /ScoopCloud/ -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that 31 additional recording jurisdictions located in 16 states throughout the Midwestern, Southwestern, and Western United States have joined Simplifile's e-recording network.

With the adaption of Simplifile's e-recording platform by these districts, the network of recording jurisdictions e-recording platform is now being used by the recording jurisdictions of more than 80 percent of the total U.S. population. To date, 1,773 jurisdictions are participants in the Simplifile e-recording network.

"County recording offices must work with settlement agents, lenders, and local government offices to perform the complex function of accurately and lawfully documenting property records on behalf of the community," said Simplifile president, Paul Clifford. "Simplifile's e-recording platform provides counties with a powerful tool to modernize and streamline the process of recording deeds, titles, and other property records. What's more, those process efficiency gains made by district recording offices are then passed on to homebuyers, settlement agents, realtors, and lenders."

The newest additions to Simplifile's e-recording network are:

* Mono County, Calif.
* Butte County, Idaho
* Franklin County, Idaho
* Stephenson County, Ill.
* Adams County, Ill.
* Orange County, Ind.
* Labette County, Kan.
* Menominee County, Mich.
* Manistee County, Mich.
* Carlton County, Minn.
* Lewis County, Mo.
* Ozark County, Mo.
* Ralls County, Mo.
* Shannon County, Mo.
* Anaconda-Deer Lodge, Mont.
* Lincoln County, Nev.
* McHenry County, N.D.
* Mountrail County, N.D.
* Hocking County, Ohio
* Wallowa County, Ore.
* Curry County, Ore.
* Fall River County, S.D.
* Charles Mix County, S.D.
* Pennington County, S.D.
* Jim Wells County, Texas
* Liberty County, Texas
* San Juan County, Wash.
* Ferry County, Wash.
* Kewaunee County, Wis.
* Platte County, Wyo.
* Washakie County, Wyo.

The recording offices located within in these jurisdictions now have the ability to securely and electronically receive, send, process, and record documents in minutes through Simplifile's system, thereby reducing processing times and allowing for greater transparency into the e-recording process. The Simplifile system also provides county recording offices, settlement agents, and lenders with the opportunity to adopt Simplifile's collaboration and post-closing tools, which offers them a centralized electronic space to complete the closing transaction.

For a current list of all jurisdictions within the Simplifile e-recording network, visit https://simplifile.com/e-recording-counties.

About Simplifile
Simplifile, the nation's largest e-recording network, was founded in 2000 to connect settlement agents and county recorders via its e-recording service. Today Simplifile has broadened its services to include collaboration tools and post-closing visibility for mortgage lenders and settlement agents working together on real estate documents. Through Simplifile, users can securely record, share, and track documents, data, and fees with ease.

To learn more, visit https://simplifile.com/ or call 800.460.5657.

Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that 31 additional recording jurisdictions located in 16 states throughout the Midwestern, Southwestern, and Western United States have joined Simplifile's e-recording network.

Related link: https://simplifile.com/

United Fidelity Funding West Hires Victoria Dunn as National Wholesale Account Executive

IRVINE, Calif. /ScoopCloud/ -- United Fidelity Funding West (UFFWest), a rapidly growing national mortgage banker, announced that it added Victoria Dunn to its wholesale lending team of account executives.

Ms. Dunn comes to UFF West from AAG Reverse Mortgage, a respected and trusted leader in the reverse mortgage segment. While at AAG, she ensured superior levels of customer satisfaction assisting seniors in attaining the best solution for their specific financial goals. She developed a very successful track record of building strong relationships and consistently securing referral business via happy customers, effectively demonstrating the value and benefits in partnering with AAG.

"We are pleased to have been able to recruit someone with Victoria's proven background of successful execution and solution-oriented sales skill sets," stated John Bell, principal at UFFWest. "UFFWest is expanding operations and adding talent to capitalize on emerging opportunities in the purchase market business. There is no doubt that Victoria will quickly add value and work well with our tight-knit team of mortgage professionals."

Ms. Dunn possesses a demonstrated history in negotiation, business development, account management, direct sales, product marketing, technology, and essentially all facets of mortgage lending.

"I am excited to join the team at UFFWest and look forward to forging new relationships and expanding the business," said Dunn. "One of the things that attracted me to come on board was UFFWest's commitment to providing excellence in customer service to it originator partners, extensive product line, and great pricing. In addition, UFFWest's ethics, integrity and utilization of technology in order to make doing business with originators easy, quick and efficient are highly regarded within the industry."

About United Fidelity Funding West:

Based in Irvine, Calif., United Fidelity Funding West (UFFWest) is comprised of a highly experienced team of mortgage banking professionals who are focused on the wholesale lending channel. UFFWest utilizes the very best in wholesale mortgage technology and is laser-focused on providing brokers and their borrowers with the highest level of service on every single loan, every single time. UFFWest prides itself on creating personalized relationships with its partners.

The company offers partners individualized, hands-on service from the point of submission all the way through funding by having a dedicated team of employees ready to assists at every milestone of the lending process, ensuring a very smooth and easy transaction. The core team at UFFWest has been working closely together for more than 10 years, and has a companywide mantra of "Lending at a Higher Level."

For more information, visit https://uffwest.com/.

United Fidelity Funding West (UFFWest), a rapidly growing national mortgage banker, announced that it added Victoria Dunn to its wholesale lending team of account executives. Ms. Dunn possesses a demonstrated history in negotiation, business development, account management, direct sales, product marketing, technology, and essentially all facets of mortgage lending.

Related link: https://uffwest.com/

Ryan Sims and Alex Megenis Join Wholesale Trading Insurance Services, LLC (WTIS)

NEW YORK, N.Y. /ScoopCloud/ -- Wholesale Trading Insurance Services, LLC (WTIS) announced today that Ryan Sims has joined the firm as Vice President/Casualty Broker in San Francisco, while Alex Megenis has joined as Vice President/Property-Casualty Broker in New York.

"Ryan and Alex bring WTIS and its retail broker-clients significant experience and knowledge of complex casualty brokerage. In addition, their expertise in construction, real estate, manufacturing/distribution and hospitality are recognized by the key carriers that participate in those sectors," said Kristopher Bauer, President of WTIS.

Sims joins WTIS from Burns & Wilcox, where he was a Senior Broker and worked for over ten years. Megenis most recently was a Broker at Risk Placement Services where he worked for just under eight years.

WTIS is a wholesale insurance broker created and managed by industry veterans whose goal is to better align the business interests of the retail broker, the wholesaler and insurance carriers for the benefit of the buyer. WTIS has substantial expertise in Property, Casualty and Professional/Management Liability. WTIS is a JenCap Holdings Company.

For more information about WTIS, visit: http://wtisllc.com/.

About JenCap Holdings, LLC:

JenCap Holdings is a consolidator of specialty insurance distribution and program management businesses, including managing general agencies, specialty program underwriters, transactional wholesale brokers and captive managers. JenCap Holdings will drive organic growth and strategic acquisitions leveraging technology and advanced data analytics. JenCap Holdings is headquartered in New York.

Wholesale Trading Insurance Services, LLC (WTIS) today announced that Ryan Sims has joined the firm as Vice President / Casualty Broker in San Francisco, while Alex Megenis has joined as Vice President / Property-Casualty Broker in New York.

Related link: http://wtisllc.com/

OpenClose Recruits LOS Development Expert Joseph Wade to Further Innovate and Enhance Existing Software Solutions

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that it has added senior software LOS and mortgage software development expert Joseph Wade to its growing development team. Joseph was previously at Finastra (formerly D+H) and will play an integral role in software innovation and enhancements at OpenClose.

"OpenClose is constantly advancing and adding new functionality to our suite of mortgage software solutions and Joseph's extensive experience in the LOS space coupled with his rich development background will quickly add value," stated Jason Regalbuto, CEO and CTO at OpenClose. "We are excited about what Joseph brings to the table and how he can assist with our long-term software development strategy."

Joseph comes to OpenClose from Finastra, where he was key in the development efforts for its New Products Lending Team, rolling out a number of innovative solutions. He was also the manager of the MortgagebotLOS(TM) Development Team. In that role, he was responsible for rapidly expanding the MortgagebotLOS platform, maintaining quality assurance, and he spearheaded the launch of multiple major releases of the system. After the D+H acquisition, he was vital in helping with the knowledge transfer and overall technology transition.

Joseph has been responsible for the successful rewrite of a point-of-sale system, migration to a multi-tenant architecture, transition to a single database structure, implementation of complex business rule logic and overall platform performance optimization. He has proven track record in successfully development new solutions, focusing on modern cloud-based architecture, leveraging robust APIs and utilizing highly scalable coding practices.

Joseph holds a B.S. in Computer Science and an M.S. in Software Engineering from West Virginia University. His development prowess helped win a Best Innovation award for his team in 2017, which was selected for management evaluation out of over 200 projects worldwide.

About OpenClose:

Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose(R) is a leading enterprise-class, multi-channel loan origination system (LOS) and fintech provider that cost effectively delivers its platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators.

OpenClose's core solution, LenderAssist(TM), is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up, thus avoiding the problems that often accompany assembling best-of-breed applications or acquiring disparate technologies in an effort to create an end-to-end platform. The company provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence.

For more information, visit https://www.openclose.com/ or call (561) 655-6418.

OpenClose, an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that it has added senior software LOS and mortgage software development expert Joseph Wade to its growing development team. Joseph was previously at Finastra (formerly D+H) and will play an integral role in software innovation and enhancements at OpenClose.

Related link: https://www.openclose.com/

Qbix Accounting Solutions Celebrates 10th Anniversary

MACON, Ga. /ScoopCloud/ -- For ten years, Qbix Accounting Solutions has provided outsourced accounting and bookkeeping for organizations wanting expert accounting management, oversight, and execution. Qbix was formed in 2008 in Macon, Ga., just south of Atlanta by Rocky Davidson, CPA.

"Our mission at Qbix Accounting Solutions is 'to help our customers fulfill their mission and goals by providing them with the right financial information on time, all the time,'" says Davidson.

Qbix uses cloud technology to work with their customers, versus a back and forth exchange of paper documents. By leveraging the cloud and the benefits that come from integrated solutions like Sage Intacct, Bill.com, ADP, etc., and a team of nonprofit accountants at Qbix, nonprofits are able to affordably solve the problems of expert financial accounting staffing; establish internal quality controls; and gain access to accurate, real-time reporting to better manage funds and programs. Cloud technology also allows Qbix to serve nonprofits regardless of their location.

"Nonprofits need good financial information at an affordable price," notes Davidson. "Our goal is to provide much higher levels of accounting performance than a nonprofit could achieve on their own on a budget-friendly, monthly, fixed price agreement."

With unemployment at an all-time low, it is even more difficult for nonprofits to adequately staff the accounting function. Add to that a sector-wide issue of employee churn and continuity within financial management becomes a problem. "This is problematic because, in addition to being charged with 'doing more with less', nonprofit executive directors are tasked with transparency and accountability," explains Davidson. "It's impossible to deliver without the proper staffing, technology, and nonprofit accounting solutions. Qbix Accounting Solutions delivers on all three needs."

About Rocky Davidson, CPA:

Rocky Davidson was the first in the United States to receive the AICPA designation of "AICPA Client Accounting Advisory Services Certified" in October 2017. As the chief executive of Qbix Accounting Solutions, Davidson requires that his staff receive ongoing technical and nonprofit accounting training and certification. Davidson's own certification and designations include: Fundamental Client Accounting Advisory Services Certificate, Intacct Account Specialist, Bill.com guru, Intuit QuickBooks Online Pro Advisor, and QuickBooks Diamond Pro Advisor.

About Qbix Accounting Solutions:

Qbix was formed in 2008 in Macon, Ga., just south on Atlanta and serves organizations throughout the southeast United States. Qbix was founded on the premise that all organizations need good financial information at an affordable price. A cloud-based bookkeeping and accounting strategy was developed in which we collaborate with our customer organization's staff under a fixed-price agreement. Qbix Accounting Solutions is a proud sponsor of the Georgia Center for Nonprofits.

For more information, visit: https://qbixas.com/

For 10 years, Qbix Accounting Solutions ('Qbix') has provided outsourced accounting and bookkeeping for organizations wanting expert accounting management, oversight, and execution. Qbix was formed in 2008 in Macon, Georgia, just south of Atlanta by Rocky Davidson, CPA.

Related link: http://qbixas.com/

EPIC Adds Michael McNulty as Wine and Beverage Practice Leader in San Francisco

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that risk management and insurance brokerage veteran Michael McNulty has rejoined the firm as Managing Principal and Wine & Beverage Practice Leader. McNulty will be based in San Francisco and report to Curt Perata, EPIC's Pacific North Region President.

McNulty's primary responsibilities will include leading a group of risk management and insurance brokerage service professionals who specialize in the unique exposures and needs of wine growers and producers, as well as other beverage producers and distributers, including the craft brewing industry. In addition, he will be responsible for further growing and building the practice through industry specific mergers & acquisitions and the addition of specialized wine & beverage broker/producers and their teams.

Across a career of more than 30 years, McNulty has held a wide range of consulting, leadership, and risk advisory positions at major insurance brokerage firms, including Bay Area-based specialty broker Metro/Risk, which was acquired by EPIC in 2009. McNulty then spent the next 6 years as a Principal at EPIC, before leaving to become the San Francisco Area Managing Director of broker Arthur J. Gallagher & Co. in 2015.

"We are excited to have Mike back to further expand and enhance EPIC's service to the wine & beverage industry," said Curt Perata. "Mike is highly respected for his strong relationships, professional knowledge, and client service excellence, and we are delighted to have him return to EPIC to lead and grow this important segment of our business."

McNulty attended the University of California, Berkeley, where he earned a Bachelor of Arts Degree in History.

Mike McNulty can be reached at michael.mcnulty@epicbrokers.com or 415-356-3909.

About EPIC:

EPIC is a unique and innovative retail property & casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants announced today that risk management and insurance brokerage veteran Michael McNulty has rejoined the firm as Managing Principal and Wine & Beverage Practice Leader. McNulty will be based in San Francisco and report to Curt Perata, EPIC's Pacific North Region President.

Related link: https://www.epicbrokers.com/

At NRF Protect EPIC’s Kevin Ach and Walter Palmer to Moderate Executive Afternoon Session on Loss Prevention

DALLAS, Texas /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC's Kevin Ach, vice president of Risk Assurance and Walter Palmer, practice leader of Integrated Risk Solutions will moderate the Executive Afternoon session on loss prevention at the National Retail Foundation's "NRF Protect" Conference on Monday, June 11 at 12 p.m. at the Gaylord Texan Resort in Dallas, Texas.

Ach and Palmer will moderate the session that will include Captain Chad Fleming of Team Never Quit and Senior Vice President, Chief Security Officer Michael Mason of Verizon Communications.

Specifically designed for senior level loss prevention and asset protection professionals, Executive Afternoon offers interactive discussion, expert insights and takeaways and exclusive peer-to-peer networking. The program considers topics that help keep pace with the rapidly changing expectations and challenges currently facing this profession, and new dependencies on others in the business to effect change.

Click here for additional information on the Executive Afternoon at NRF Protect: https://nrfprotect.nrf.com/session/executive-afternoon

About NRF Protect:

NRF Protect is the largest retail and restaurant loss prevention event in North America. LP professionals gather annually to equip themselves with valuable industry knowledge, techniques and the latest technologies so they can tackle their biggest loss prevention challenges.

With two and half days of educational sessions, networking opportunities and an extensive EXPO Hall, attendees will leave feeling informed and confident in their ability to protect the people, assets and brands they serve.

About Kevin Ach, vice president, risk assurance, EPIC Integrated Risk Solutions:

Kevin Ach is a global leader in the loss prevention industry with over 18 years of experience in retail operations, supply chain, internal audit and international operations. As the Vice President, Risk Assurance for EPIC Integrated Risk Solutions, Ach assists organizations in risk mitigation, process improvements and operational efficiencies in the areas of Risk Management, Cybersecurity, Disaster Recovery/Business Continuity, Internal Audit and Loss Prevention.

Prior to joining EPIC, Ach was the senior director of retail loss prevention and safety for Office Depot Inc., overseeing loss prevention and safety activities for over 1,500 retail stores. Ach has also held varying management positions in supply chain, international retail operations, B2B and internal audit during his career. Prior to joining Office Depot, Ach worked for Arthur Andersen as an Information Systems consultant in Houston, TX.

Ach has been actively engaged in the loss prevention industry as a speaker on numerous occasions at National Retail Federation conferences. He has also been an active member of the Loss Prevention Research Council and was a key player in the creation of an industry mentoring program for loss prevention practitioners.

Ach earned his B.S. degree in Systems Engineering from the United States Military Academy at West Point and proudly served our country for four years as an Officer in the US Army's Signal Corps branch. Ach is a Board Member of the West Point Society of the Palm Beaches. He holds the LPC certification through the Loss Prevention Foundation. Ach currently resides in Boynton Beach, FL with his wife and four children.

About Walter Palmer, practice leader, EPIC Integrated Risk Solutions:

Walter Palmer is recognized as a leading consultant in the Loss Prevention industry and provides strategic guidance, research and training programs for some of the leading retail brands in the world. He has been an invited speaker at more than 100 conferences around the globe and has authored over 60 articles for industry and mainstream media.

Palmer earned his B.S. degree in Security and Loss Prevention with a minor in Fire Safety Engineering from Eastern Kentucky University. He is a Certified Fraud Examiner and Certified Forensic Interviewer. He is a contributing writer for LP Magazine, serves on the Advisory Board for the International Association of Interviewers, and serves on the Advisory Committee for the National Shoplifting Prevention Coalition. In addition, Palmer is actively involved in the field of professional development and training and is a member of the Association for Talent Development, the International Society for Performance Improvement and the Society for Human Resource Management.

About EPIC:

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the U.S. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC's Kevin Ach, vice president of Risk Assurance and Walter Palmer, practice leader of Integrated Risk Solutions will moderate the Executive Afternoon session on loss prevention at the National Retail Foundation's "NRF Protect" Conference.

Related link: https://www.epicbrokers.com/

NotaryCam Celebrates 100K Online Notarizations with Live Demo at National Settlement Services Summit (NS3) 2018

NEWPORT BEACH, Calif. /ScoopCloud/ -- NotaryCam, Inc. (NotaryCam) today announced that it has completed more than 100,000 online notarizations since introducing the service in 2012. To celebrate this milestone, NotaryCam will offer free demos of its eClose360 platform to attendees of the 2018 National Settlement Services Summit (NS3) being held June 6-8 at the Marriott Renaissance Center in Detroit.

"NotaryCam is proud to have completed more remote, online notarizations than all our competitors combined - all while maintaining a customer satisfaction rating of 99.8% and the highest Net Promoter Score in the business," said NotaryCam Founder and CEO Rick Triola. "We view this achievement as a testament to the trust our valued partners and customers place in NotaryCam as the innovative leader in eNotarization and eClosing."

According to Triola, an increasing number of NotaryCam's online notarizations now occur as part of real estate transactions closed online through the company's eClose360 platform.

"Supporting more than 100,000 transactions has given NotaryCam the deep expertise necessary to execute flawless online real estate closings," Triola said. "And let's be honest - the mortgage closing ceremony is no time to experiment. It's the most important transaction in many consumers' lives, so it's essential to get it right."

NotaryCam is the global leader in online notary services. Its patented technology allows businesses and individuals to legally notarize, sign and execute all types of legal documents online, from real estate deeds to heath directives to powers of attorney. The company's eClose360 eClosing platform enables all parties, including REALTORS(r), attorneys, lenders and settlement agents, to not only notarize documents, but also close real estate and mortgage transactions entirely online from anywhere in the world.

NS3 will kick off on June 6 with live demos from NotaryCam and other eClosing technology providers on the fifth floor of the Marriot Renaissance Center. NotaryCam's demo can be found in the Cadillac A and B meetings rooms from 12 noon to 12:50 pm. Attendees can also visit NotaryCam at booth #139 during conference exhibit hours. Now in its 14th year, NS3 brings together all partners from the real estate transaction for three days of forward-looking education and networking. To register, visit https://ns3thesummit.com/.

Following NS3, NotaryCam will make an appearance at the Texas Land Title Association (TLTA) 2018 Annual Conference and Business Meeting being held June 11-13 at the Fairmont Hotel in Austin, Texas. Attendees can visit NotaryCam at booth #11 during exhibit hours. In addition, NotaryCam's technology will be featured in "The Technology Effect: Now and on the Horizon," a panel discussion on remote eNotary and block chain that is part of the general session on Tuesday, June 12. The panel will feature speakers from First American Title Insurance, Stewart Title and East Texas Title. TLTA's Annual Conference is June 11-13 at the Fairmont Hotel in Austin, Texas. To register, visit http://www.tlta.com/TLTA/Conference/Annual_Conference_Information.aspx.

About NotaryCam:

NotaryCam, Inc. (NotaryCam) is a pioneer and leader in remote, online notarization and identity verification solutions. NotaryCam's enterprise-grade platform has helped thousands of companies and individuals get documents notarized online from anywhere in the world, at any time, by a network of certified, licensed notaries. NotaryCam's technology provides the highest level of identity verification, security and fraud prevention as well as unmatched customer convenience.

Visit https://www.notarycam.com for additional information or to get a document notarized today.

NotaryCam, Inc. today announced that it has completed more than 100,000 online notarizations since introducing the service in 2012. To celebrate this milestone, NotaryCam will offer free demos of its eClose360 platform to attendees of the 2018 National Settlement Services Summit (NS3) being held June 6-8 at the Marriott Renaissance Center in Detroit.

Related link: https://www.notarycam.com/

ARMCO Hires Industry Veteran Nick Volpe as Chief Strategy Officer

POMPANO BEACH, Fla. /ScoopCloud/ -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation software solutions, has announced that it has hired Nick Volpe as chief strategy officer.

As chief strategy officer, Volpe is charged with expanding the adoption of ACES Audit Technology(TM) across financial enterprises and shepherding new solutions to market via ARMCO's consultative approach to customer challenges. In addition to the use of ACES as a quality control (QC) technology platform in the pre-funding, post-closing and servicing phases of the mortgage process, ACES can be used in virtually any other business operation that requires internal auditing and monitoring.

"We have numerous clients using ACES in various business operations across their enterprises," said Volpe. "As we move forward, we are taking proactive measures to demonstrate the true potential of this powerful technology. We want the industry to see ACES for its full capacity as an enterprise-wide audit solution, not just as the industry-leading QC software."

Volpe's expertise stems from over 23 years of mortgage operational and QC experience, including executive positions at Interthinx, First American Mortgage Solutions and Clayton Holdings. While at First American, Volpe led the loan review division and functioned as a subject matter expert. He was one of the first employees at Clayton when he joined the company in 2000.

"Nick has an incredible combination of subject matter expertise, ACES knowledge and mortgage operational experience. As someone who made extensive use of ACES in an executive capacity as a customer, Nick understands the value of the platform and the world class client-oriented experience provided by the ARMCO support team," said Avi Naider, ARMCO's chief executive officer. "Understanding our clients and their needs is the basis of our success at ARMCO. We're happy to have Nick's expertise to further elevate the experience and technology we deliver to the marketplace."

About ARMCO:

ARMCO - ACES Risk Management delivers web-based enterprise financial risk mitigation software solutions, as well as powerful data and analytics, to the nation's top mortgage lenders, servicers, investors and outsourcing professionals. A trusted partner devoted to client relationships, ARMCO offers best-in-class quality control and compliance software that provides U.S. banks, mortgage companies and service providers the technology and data needed to support loan integrity, meet regulatory requirements, reduce risk and drive positive business decisions.

ARMCO's flagship product, ACES Audit Technology(TM), is available at any point in the mortgage loan lifecycle, to any size lender, and is user-definable. ACES standardizes audit requirements, ties pre-funding reviews to post-closing quality control audits, enables seamless trend analysis, identifies credit, compliance and process deficiencies and helps create manageable action plans.

For more information, visit http://www.armco.us/ or call 1-800-858-1598.

ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation software solutions, has announced that it has hired Nick Volpe as chief strategy officer. Volpe's expertise stems from over 23 years of mortgage operational and QC experience.

Related link: http://www.armco.us/

Matic CEO Aaron Schiff Named 2018 HousingWire Rising Star

SHERMAN OAKS, Calif. /ScoopCloud/ -- Matic, a digital insurance agency whose technology enables borrowers to purchase homeowner's insurance during the mortgage transaction, announced today that company co-founder and CEO Aaron Schiff has been recognized as a HousingWire Rising Star.

Now in its fifth year, the HousingWire Rising Stars program honors mortgage industry leaders and innovators under the age of 40. Schiff was profiled in the June 2018 issue of HousingWire magazine alongside other young mortgage and housing luminaries recognized by the publication.

"This year's Rising Stars list represents the only independent award for young professionals in the mortgage space," said Jacob Gaffney, editor-in-chief of HousingWire. "It's a comprehensive snapshot of who's who in our business and the most impressive list to date."

Schiff was recognized for his role in launching Matic and for steering the young company to become the leader in mortgage and servicer distribution of homeowner's insurance. By pulling borrower and property data directly from lender and servicer systems, Matic automatically runs the purchaser's coverage needs against available policies, delivering homeowners a competitive quote within minutes.

"The Matic vision is to make purchasing homeowner's insurance easy, which in turn helps lenders close loans faster and reduce origination costs," said Schiff. "I'm grateful to work with a talented team that shares my commitment to revolutionizing this important component of the digital mortgage process."

For a full list of winners, visit https://www.housingwire.com/articles/43468-housingwires-class-of-2018-rising-stars.

About Matic:

Matic is a technology-driven insurance agency focused on helping lenders and loan officers better integrate homeowner's insurance into the lending process. By using loan application information and first-of-its-kind technology, Matic provides homebuyers multiple policy options within seconds, helping loan officers close their loans faster. Matic delivers the most trusted, affordable insurance policies available thanks to its partnerships with a diverse network of insurance carriers. Today's borrowers expect a digital home-buying experience, and Matic gives them the digital insurance experience to match.

For more information, visit http://matic.com or follow Matic on LinkedIn.

About HousingWire:

HousingWire is the nation's most influential source of news and information for U.S. mortgage markets, boasting a readership that spans lending, servicing, investments and real estate market participants as well as financial market professionals. Winner of numerous awards, including a 2012 Eddie Award for national editorial excellence in the B-to-B Banking/Business/Finance, HousingWire has been recognized for excellence in journalism by the Society of Business Editors and Writers, the American Society of Business Press Editors, the National Association of Real Estate Editors, and Trade Association Business Publications International.

Learn more at http://www.housingwire.com.

Matic, a digital insurance agency whose technology enables borrowers to purchase homeowner's insurance during the mortgage transaction, announced today that company co-founder and CEO Aaron Schiff has been recognized as a HousingWire Rising Star.

Related link: https://maticinsurance.com/

DocMagic Integrates eSign Technology with MortgageHippo’s Digital Lending Platform

TORRANCE, Calif. /ScoopCloud/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, and MortgageHippo, a Fintech-driven digital lending platform, announced a seamless eSign integration between their two platforms.

This integration enables MortgageHippo's lender customers to provide borrowers with the ability to electronically sign documents at any stage of the mortgage process, from point-of-sale to closing. eSignatures eliminate the time constraints and accessibility limitations of manual signatures, thus providing lenders with a faster mortgage process and reduced origination costs. The eSignature process that MortgageHippo provides via DocMagic is as legal and valid as a manual process using printed and wet signed documents.

MortgageHippo provides mortgage lenders with a comprehensive suite of white-labeled web and mobile-ready products that enable a modern, efficient, secure and fully online borrower experience from the point-of-sale to closing.

Lenders can order disclosures directly from their loan origination systems (LOS), most of which are already integrated with DocMagic. MortgageHippo then provides eDelivery of the disclosures to the consumer via the MortgageHippo borrower portal for compliant eSigning using DocMagic's eSign technology. This service is available for initial disclosures, Loan Estimates (LE), Closing Disclosures (CD) and closing documents.

"If lenders want to stay competitive, they need the tools to satisfy borrowers' growing appetite for an easy and robust digital experience," said Joe Dahleen, EVP and CSO at MortgageHippo. "MortgageHippo's integration with DocMagic allows us to provide those tools to lenders by offering eSignature capability throughout the entire mortgage process."

"We are pleased to partner with MortgageHippo and offer our mutual lender clients a strong digital mortgage point-of-sale solution that integrates tightly with our platform and LOS partners," said Steve Ribultan, director of business development at DocMagic. "Integrating with MortgageHippo is yet another step that DocMagic is taking to deliver on the promise of achieving a truly paperless digital mortgage process."

About DocMagic:
DocMagic, Inc. is the leading provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions for the mortgage industry. Founded in 1988 and headquartered in Torrance, Calif., DocMagic, Inc. develops software, mobile apps, processes and web-based systems for the production and delivery of compliant loan document packages. The company's compliance experts and in-house legal staff consistently monitor legal and regulatory changes at both the federal and state levels to ensure accuracy. For more information on DocMagic, visit https://www.docmagic.com/.

About MortgageHippo:
MortgageHippo works with lenders to devise and implement their digital mortgage strategies using its borrower-centric digital lending platform. The MortgageHippo platform allows lenders to deliver a modern borrowing experience, improve borrower conversions, significantly reduce origination costs and integrate with other innovative technologies. MortgageHippo's platform is fully customizable to lender preferences and configurable to lenders' workflows and processes. For more information, visit http://www.mortgagehippo.com.

DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, and MortgageHippo, a Fintech-driven digital lending platform, announced a seamless eSign integration between their two platforms.

Related link: https://www.docmagic.com/

Vince Wilson of IDS Named to List of HousingWire Magazine’s 2018 Rising Stars

SALT LAKE CITY, Utah /ScoopCloud/ -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today that In-House Counsel and Compliance Coordinator Vince Wilson has been recognized by HousingWire Magazine in their list of 2018 HW Rising Stars. According to his profile in the June issue, Wilson was recognized for his contributions to IDS's reputation as one of the industry's vendors most responsive to regulatory changes.

"This year's Rising Stars list represents the only independent award for young professionals in the mortgage space," said Jacob Gaffney, editor-in-chief of HousingWire. "It's a comprehensive snapshot of who's who in our business and the most impressive list to date."

A legal expert in compliance, risk, and mortgage-related legislation, Wilson advises IDS and its clients on regulatory changes and their impact on product development. His expertise is essential to keeping the 2,929 compliance audits contained within idsDoc current and IDS's ability to be responsive to regulatory changes like UCD, HMDA, TRID 2.0 and others.

"Vince's attentiveness to regulations and his high initiative keep IDS clients ahead of rapid-fire regulatory changes," said Mark Mackey, vice president and general manager of IDS. "We commend him for his exemplary work and his recognition as a Rising Star."

When HousingWire asked Wilson about the best advice he has been given, he replied, "...when I was a teenager working construction with my father, he told me that your priorities in life will determine where you spend your time and, consequently, how you live your life. If you are able to understand what is important to you and act accordingly, you will be both successful and happy no matter what happens in life. I'm always working on getting better at this, but I find myself the happiest and most fulfilled when I am properly focused on my priorities."

The HW Rising Stars award program recognizes young leaders in the housing sector that are innovating and driving the future of the industry. Only 46 honorees were chosen for the award by HousingWire editors this year.

"This year's class of Rising Stars represents the best in young leadership within the mortgage finance arena," said Caroline Basile, HousingWire's Online Editor and member of the selection committee. "I'm impressed by the achievements of this year's winners and look forward to seeing what each of them accomplishes in the mortgage and housing finance economy in the future."

To view the full list of winners, visit https://www.housingwire.com/articles/43468-housingwires-class-of-2018-rising-stars.

About HousingWire:

HousingWire is the nation's most influential source of news and information for U.S. mortgage markets, boasting a readership that spans lending, servicing, investments and real estate market participants as well as financial market professionals.

Winner of numerous awards, including a 2012 Eddie Award for national editorial excellence in the B-to-B Banking/Business/Finance, HousingWire has been recognized for excellence in journalism by the Society of Business Editors and Writers, the American Society of Business Press Editors, the National Association of Real Estate Editors, and Trade Association Business Publications International.

About IDS, Inc.:

IDS, a Reynolds and Reynolds company, was founded in 1986 in Salt Lake City, Utah, and is a nationwide provider of mortgage documents and compliance. IDS services include electronic signatures, closing documents, initial disclosures, document fulfillment and integration with leading loan origination systems and eClosing platforms. The IDS flagship doc prep solution, idsDoc, is recognized in the industry for its ability to be customized to meet specific lender needs, particularly in regards to major industry compliance changes. Information: http://info.idsdoc.com/.

Mortgage document preparation vendor International Document Services, Inc. (IDS), announced today that In-House Counsel and Compliance Coordinator Vince Wilson has been recognized by HousingWire Magazine in their list of 2018 HW Rising Stars. According to his profile in the June issue, Wilson was recognized for his contributions to IDS's reputation as one of the industry's vendors most responsive to regulatory changes.

Related link: https://info.idsdoc.com/

Tax Resolution Expert Teaches Tax Pros How to Ramp Up Business and Dramatically Boost Their Bottom Line

STUDIO CITY, Calif. /ScoopCloud/ -- An exclusive, interactive 4-hour live training for CPAs, EAs and attorneys - "The 7-Figure Tax Resolution Practice Blueprint" - is scheduled for Thursday, June 28 at 10 a.m. PT (1 p.m. ET). This free training is hosted by tax resolution expert, Michael Rozbruch, founder of Roz Strategies. He'll show tax professionals how to start a tax resolution practice from scratch (like he did) or take an existing practice to the next level.

Rozbruch helped pioneer the tax resolution industry, and in 16 years generated more than 100 million dollars in revenue. This live training will reveal the five steps to attract and retain a continuous flow of pay-in-advance IRS tax resolution clients, month-after-month.

"Just imagine what it would be like to stop doing $250-$300 tax returns and trading dollars for hours," Rozbruch says. "When you add IRS Representation services it opens up a year-round steady stream of income from not only people who need you, but who value you as demonstrated by the fees they'll pay."

Attendees will learn how to tap into a ready-made market of 14 million prospects. Rozbruch will share the exact strategies he used to generate $23 million in sales in one year, the secret to getting retained, how to get paid before the client's case is settled and more.

In addition, registrants will also receive free access to four training videos valued at more than $1,000.

"It's not about making an incremental improvement in a current business; it's about a new opportunity and a quantum leap in income," Rozbruch says. "Plus, the intrinsic value of helping someone get their financial life back is incalculable."

Space is limited and expected to sell out. Register for the free online training here: https://www.rozstrategies.com/7figure/.

About Michael Rozbruch:

Rozbruch is a nationally-recognized entrepreneur known for his IRS representation marketing and sales expertise. He founded and developed one of the most recognizable tax resolution firms in the country and has won numerous awards for his entrepreneurial talents. As a Certified Tax Resolution Specialist (CTRS) and CPA, he's helped thousands of practitioners add tax resolution to their existing suite of service offerings. Learn more at: https://www.rozstrategies.com/.

VIDEO (YouTube):
https://youtu.be/nqFj_QqEZZM

An exclusive, interactive 4-hour live training for CPAs, EAs and attorneys - "The 7-Figure Tax Resolution Practice Blueprint" - is scheduled for June 28. This free training is hosted by tax resolution expert, Michael Rozbruch, founder of Roz Strategies. He'll show tax professionals how to start a tax resolution practice from scratch (like he did) or take an existing practice to the next level.

Related link: https://www.rozstrategies.com/

ReverseVision Product Manager Jason Price Named a 2018 HousingWire Rising Star

SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced that Product Manager Jason Price has been recognized by HousingWire as a 2018 Rising Star. Price received the award in recognition of his extensive contributions to ReverseVision and for his role in developing innovative, technology-based solutions that have benefitted the HECM industry at large.

Now in its fifth year, HousingWire's Rising Stars(TM) award program recognizes housing economy professionals under 40 who have proven themselves as leaders and innovators. Honorees come from every space in the mortgage sector and are chosen by HousingWire editors for demonstrated excellence and for driving markets forward in their respective fields.

"Jason's unique perspective enables him to diagnose industry challenges and develop innovative solutions that impact the way the industry thinks about HECM lending," said John Button, president and CEO of ReverseVision. "He has demonstrated tremendous leadership in charting the course of ReverseVision's product development. His recognition as a HousingWire Rising Star is well deserved."

The list of Price's technological contributions to ReverseVision and HECM technology is long. Most notably, Price innovated a calculator tool for RV Sales Accelerator (RVSA) that allows lenders to visually model the financial impact of HECMs on the retirement portfolios of well-funded borrowers. The 'show, don't tell' approach embodied by the calculator tool has been a major turning point in the industry-wide effort to shift perceptions of the HECM loan from a needs-based product to a wealth management solution.

"This year's class of Rising Stars represents the best in young leadership within the mortgage finance arena," said Caroline Basile, HousingWire's online editor and member of the selection committee. "I'm impressed by the achievements of this year's winners and look forward to seeing what each of them accomplishes in the mortgage and housing finance economy in the future."

Price is profiled in the June issue of HousingWire magazine. To view the full list of 2018 HW Rising Stars(TM) honorees, visit https://www.housingwire.com/articles/43468-housingwires-class-of-2018-rising-stars/.

About ReverseVision:

ReverseVision, Inc. is the leading provider of technology and training for Home Equity Conversion Mortgage (HECM) origination. With nearly 10,000 active users, ReverseVision technology is used by 10 of the top-ten reverse mortgage lenders and supports more HECM transactions than all other systems combined. The company's comprehensive product suite also includes HECM sales and education tools and a dedicated professional services team. ReverseVision partners with some of the finest and fastest-growing banks, credit unions and lending organizations in the United States to provide its HECM technology to brokers, correspondents, lenders and investors.

A three-time HousingWire TECH100(TM) company, ReverseVision has also been recognized in Deloitte's Technology Fast 500(TM) listing. ReverseVision's annual user conference, the only event of its kind in the industry, brings together more than 200 lenders, vendors and educators each year to advance HECM lending. The company continues to build on its technology's pioneering capabilities with frequent enhancements aimed at boosting users' HECM volume, workflow efficiency and data analysis capabilities.

For more information, visit https://www.reversevision.com.

About HousingWire:

HousingWire is the nation's most influential source of news and information for U.S. mortgage markets, boasting a readership that spans lending, servicing, investments and real estate market participants as well as financial market professionals. Winner of numerous awards, including a 2012 Eddie Award for national editorial excellence in the B-to-B Banking/Business/Finance, HousingWire has been recognized for excellence in journalism by the Society of Business Editors and Writers, the American Society of Business Press Editors, the National Association of Real Estate Editors, and Trade Association Business Publications International.

Learn more at http://www.housingwire.com.

ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced that Product Manager Jason Price has been recognized by HousingWire as a 2018 Rising Star. Price received the award in recognition of his extensive contributions to ReverseVision and for his role in developing innovative, technology-based solutions that have benefitted the HECM industry at large.

Related link: https://www.reversevision.com/

EPIC Holdings Adds Janine Walter, SPHR, SHRM-SCP as Chief Talent Officer

STAMFORD, Conn. /ScoopCloud/ -- EPIC Holdings, Inc. (parent company of EPIC Insurance Brokers & Consultants) today announced the addition of industry leading human capital professional Janine Walter, SPHR, SHRM-SCP who will join as the firm's Chief Talent Officer and become a member of the EPIC Executive Committee. For the past 11 years Walter has held senior executive positions at major insurance intermediaries.

Walter brings to the EPIC organization three decades of global Human Resource executive leadership, with extensive experience enhancing organizational effectiveness for financial, creative and professional service firms. Walter will report to EPIC Holdings CEO John Hahn and will work closely with Pete Garvey, Steve Denton and the remainder of the EPIC Executive Leadership team. Key areas of Walter's responsibilities will include Human Resources, Leadership development, Recruitment, organizational change initiatives, Benefit design and M&A/onboarding and integration project management.

Prior to joining EPIC, Walter was SVP, Director of Human Resources at OdysseyRe in Stamford, Conn. Earlier in her career Walter held senior Human Resources positions at multiple organizations, including Crump Insurance and BISYS.

Academically, Walter earned a Bachelor of Arts Degree in Psychology from College of Mount St. Vincent, an MS Ed in Counseling and Personnel Services from Fordham University, and an MS in Clinical Psychology from New York University.

Professionally Walter holds both the SPHR (Senior Professional in Human Resources) and SHRM-SCP (Society of Human Resource Management Senior Certified Professional) designations

"I have known Janine both personally and professionally for years, and I have tremendous respect for her character, beliefs, values, and accomplishments as both a friend and as a business partner," said John Hahn, CEO of EPIC Holdings, Inc. "She is exactly the kind of free thinking strategist and engaged, empathetic leader we value. EPIC is not about 'business as usual' and Janine will help to further build and strengthen our unique 'people first' culture for the benefit of our clients and our team members at all EPIC companies."

Janine Walter can be reached at
(203) 658-0521 x3521
janine.walter@epicbrokers.com

About EPIC Insurance Brokers & Consultants:

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence.

EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 1,400 team members operating from 50 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the U.S. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

For additional information, please visit https://www.epicbrokers.com/.

EPIC Holdings, Inc. (parent company of EPIC Insurance Brokers and Consultants) has announced the addition of industry leading human capital professional Janine Walter, SPHR, SHRM-SCP who will join as the firm's Chief Talent Officer and become a member of the EPIC Executive Committee. For the past 11 years Walter has held senior executive positions at major insurance intermediaries.

Related link: https://www.epicbrokers.com/