Category Archives: Finance

Lease Accounting for Oracle ERP Users Webinar to be Hosted by LeaseAccelerator

RESTON, Va. /ScoopCloud/ -- LeaseAccelerator announced today that it will be hosting an educational webinar on lease accounting for Oracle ERP users seeking to implement a solution for ASC 842 and IFRS 16. The new lease accounting standards, introduced last year, will require companies to track real estate, equipment, and embedded leases as assets and liabilities on their balance sheets by end of 2018.

What: Lease Accounting Solutions for Oracle ERP

How: Educational webinar with audience Q&A

Who: Michael Keeler, CEO of LeaseAccelerator

When: Wednesday, August 30 at 1 p.m. Eastern (10 a.m. Pacific)

Where: Register at http://www.leaseaccelerator.com/oracle-lease-accounting-webinar/

Cost: Free.

About LeaseAccelerator:
LeaseAccelerator offers the market-leading SaaS solution for Enterprise Lease Accounting, enabling compliance with the current and new FASB and IFRS standards. Using LeaseAccelerator's proprietary Global Lease Accounting Engine, customers can apply the new standards to all categories of leases including real estate, fleet, IT, and other equipment at an asset-level.

On average, LeaseAccelerator's Lease Sourcing and Management applications generate savings of 17 percent on equipment leasing costs with smarter procurement and end-of-term management.

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

LeaseAccelerator announced today that it will be hosting an educational webinar on lease accounting for Oracle ERP users seeking to implement a solution for ASC 842 and IFRS 16. The new lease accounting standards, introduced last year, will require companies to track real estate, equipment, and embedded leases as assets and liabilities on their balance sheets by end of 2018.

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

San Diego Business Journal Ranks Mortgage Capital Trading on its Top 100 Fastest-Growing Private Companies List for 2017

SAN DIEGO, Calif. /ScoopCloud/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has again landed on the San Diego Business Journal's (SDBJ) 2017 Top 100 Fastest-Growing Private Companies list.

MCT ranked number 72 on this year's list, with a with a three-year growth rate of 81.88 percent from 2014 - 2016. Companies that made the list were honored at an awards ceremony held at the Paradise Point Resort and in San Diego, California.

"We are very pleased to have again been ranked one of San Diego's fastest-growing private companies," said Curtis Richins, president of MCT. "MCT has been expanding operations and growing revenue at a consistent rate over the past ten years. We've been adding the necessary resources and infrastructure to maintain the excellence in client support that we are known for within the mortgage industry."

Much of MCT's ongoing growth is the result of significantly expanding the breadth of capital markets services, adding MSR services, business intelligence, product and pricing, a centralized outsourced lock desk and its award-winning secondary marketing software, MCTlive! The company has also developed key integrations with leading loan origination system (LOS) providers.

MCTlive!(TM) has been instrumental in the company achieving unprecedented growth over the last few years, with lenders of every size now using the solution to efficiently manage various capital markets functions for secondary marketing departments.

Headquartered in downtown San Diego with its facility overlooking Petco Park, MCT has expanded its office space multiple times over the years to accommodate new employees and expand operations. The company now has almost 100 employees with offices in based in Philadelphia, Dallas, San Francisco, Los Angeles and Charlotte. MCT has been listed on the Inc. 5000, Inc. 500 and the SDBJ Fastest Growing Private Companies list many times, and has been honored with numerous other awards and accolades.

About MCT:
Mortgage Capital Trading, Inc. (MCT) is a capital markets-focused risk management and advisory services company providing independent analysis, training, hedging strategy and loan sale execution support to clients engaged in the secondary mortgage market. Founded in San Diego, California in May 2001, the company has expanded to include field sales and support offices in Philadelphia, Dallas, San Francisco, Los Angeles and Charlotte. MCT is a recognized leader in the industry and currently supports more than 150 clients on the HALO (Hedging And Loan sales Optimization) Program. The company also develops and supports MCTlive!(TM), an award-winning real-time, trading and best-execution secondary marketing platform. MCT's LockCentral(TM) is the industry's largest outsourced centralized lock desk service. In addition, MCT offers a suite of tools and supporting guidance for MSR needs. For more information, visit https://mct-trading.com/ or call (619) 543-5111.

MEDIA CONTACT:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has again landed on the San Diego Business Journal's (SDBJ) 2017 Top 100 Fastest-Growing Private Companies list.

Related link: https://mct-trading.com/

EPIC Insurance’s Chuck Simpson to Present at Gulf Coast Safety and Training Group Meeting

BIRMINGHAM, Ala. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Senior Risk Control Consultant Chuck Simpson will present at the Gulf Coast Safety & Training Group (GCS&TG) Meeting on Sept. 8 at 10 a.m. at the Lafayette Petroleum Club in Lafayette, Louisiana.

The Gulf Coast Safety and Training Group is a nonprofit corporation organized to promote the advancement of safety, health, environmental stewardship and safety training in the oil and/or gas exploration, production and transmission industry.

Simpson will present on "ANSI z390: Hydrogen Sulfide Training Requirements Update." A recognized expert in Hydrogen Sulfide safety practices and training, Simpson led the revision effort as the American Society of Safety Engineers (ASSE) Hydrogen Sulfide Safety Training Committee's Chairman. Simpson served as Vice-Chairman of the committee from 1994 until his appointment as Chairman in 2015.

Click here for more information: http://www.gcstg.com/Home.html.

About Chuck Simpson, Senior Risk Control Consultant:

Chuck Simpson is a health and safety professional with more than 30 years of experience helping companies develop and implement risk management systems in various industries.

Prior to joining EPIC, Simpson served as president of Work Safe International, LLC where he worked on both on- and off-shore projects in the United States, Mexico, Canada, South America, Africa, Asia and the Middle East.

Simpson has experience in the sulfur operations, pipeline, fabrication, oil and gas drilling, vessel operations and food processing industries. He is a certified safety professional (CSP) and a widely recognized expert on Contractor Safety Management, OSHA Recordkeeping and Hydrogen Sulfide Safety. He has presented lectures at the ASSE Safety Professional Development Conference and Exposition, OSHA Oil and Gas Safety Conference, the International Conference on Offshore Safety, the Gulf Coast Safety and Training Group, and the Sulphur Institute's Sulphur World Symposium in the United Arab Emirates.

Simpson is an active participant in the American Society of Safety Engineers, Gulf Coast Safety Training Group and serves as Chairman for the ANSI Z390 Hydrogen Sulfide Training Committee. He earned his bachelor's degree in international studies from the University of South Alabama.

About Gulf Coast Safety & Training Group:

The Gulf Coast Safety and Training Group (GCS&TG) is a nonprofit corporation promoting safety, health, environmental stewardship and safety training in the oil and/or gas exploration, production and transmission industry. The group provides its membership with educational and networking opportunities to accomplish common goals, share ideas, discuss and seek solutions to identified safety, health, environmental and training needs.

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 1,100 team members operating from 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 approaching $300 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Soon to be backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions.

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

*PHOTO for Media: Send2Press.com/300dpi/17-0825-Chuck-Simpson-300dpi.jpg
*Photo Caption: EPIC Senior Risk Control Consultant Chuck Simpson.

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Senior Risk Control Consultant Chuck Simpson will present at the Gulf Coast Safety and Training Group Meeting on Sept. 8, 2017 at the Lafayette Petroleum Club in Lafayette, Louisiana.

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

iFOS Awarded $4.9M DOL Budget Execution Support Services Contract

COLUMBIA, Md. /ScoopCloud/ -- Intelligent Fiscal Optimal Solutions(R) (iFOS) Managing Consultants, LLC is pleased to announce the notification of a $4.9M, multi-year contract award to provide Budget Execution Support Services to the U.S. Department of Labor (DOL), Office of the Chief Financial Officer (OCFO) located in Washington, D.C. The contract was awarded under iFOS' General Services Administration (GSA) Professional Support Services (PSS) Schedule GS-23F-0102X.

Under the contract, iFOS will provide comprehensive budget execution services to include operational support and comprehensive customer services in complying with various aspects of the Chief Financial Officers Act of 1990. Additional servicing components includes assessing the financial and budgetary status of operations and programs, performing financial reviews to track execution status and ensure agency goals and objectives are met, documenting standard operating procedures, and preparing budget analyses, periodic service activity reports and reviews.

iFOS President and CEO Tawanda Smith noted, "We are pleased with the agency selection and iFOS brings a wealth of past performance experience performing on contracts related to financial statement preparation, reporting, internal control monitoring, policy development and documentation preparation, pre-audit liaison support, and strategic management functions to the DOL. Our professionals specialize in complex financial analysis and data reporting to identify and recommend solutions to abnormal accounting conditions. We look forward to supporting the agency's mission in this critical area."

About Intelligent Fiscal Optimal Solutions (iFOS)(R), LLC:

Founded in 2009, iFOS Managing Consultants, LLC is a rapidly, growing professional services firm providing assurance, financial advisory, and consulting services to a wide range of government agencies, privately held companies, nonprofits, and other organizations in the public and private sector. iFOS is an 8(a) minority certified, woman-owned small business.

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

Intelligent Fiscal Optimal Solutions (iFOS) Managing Consultants, LLC is pleased to announce the notification of a $4.9M, multi-year contract award to provide Budget Execution Support Services to the U.S. Department of Labor (DOL), Office of the Chief Financial Officer (OCFO) located in Washington, D.C. The contract was awarded under iFOS' General Services Administration (GSA) Professional Support Services (PSS) Schedule GS-23F-0102X.

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

Scott Stoddard of Quandis Designated One of the Mortgage Industry’s ‘Top 50 Most Connected Mortgage Professionals’ in 2017 by NMP Magazine

RANCHO SANTA MARGARITA, Calif. /ScoopCloud/ -- Quandis, Inc., a leading default management mortgage technology provider, announced that Scott Stoddard, the company's chief executive officer, has been named to National Mortgage Professional (NMP) magazine's 2017 "Top 50 Most Connected Mortgage Professionals" list.

NMP cites that individuals who earn a spot on the list as being very successful, well-connected, recognized, and powerful networkers and influencers in the mortgage industry. They are esteemed by their peers as authorities in their respective areas of focus who consistently serve as trusted sources of information, guidance and leadership.

Mr. Stoddard is a renowned figure in the mortgage industry, specifically in enterprise-level servicing technology. His expertise in providing technology solutions to the mortgage banking industry spans more than 25 years. He was the co-founder of LenStar, where in 1995 he completed the successful sell of the company to London Bridge, and then served as group executive to complete a smooth transition of ownership. Now owned by ISGN, LenStar is still a widely used network that that enables servicers and default attorneys to efficiently communicate, exchange data and streamline workflows.

In 2003, he co-founded Quandis and has since grown the company into one of the leading default management software firms in the mortgage industry. Other positions previously held by Mr. Stoddard include chief technology officer for The LOGS Group, vice president of systems for Mortgage Default Servicing, and five years of experience in the aerospace industry working with NASA, Rockwell International and Hughes Aircraft.

Mr. Stoddard has a long-standing reputation for being an innovator in mortgage servicing technology. He led Quandis in making significant advances in 2017 with its enterprise-class, modular-based default management platform, launching several new products and services that were quickly adopted by new clients. As a result of his leadership, Quandis continues to enjoy a solid footprint in the servicing side of SaaS and Cloud-based mortgage servicing software.

About Quandis:

Founded in 2003 and headquartered in Rancho Santa Margarita, California, Quandis is a leading default management software provider specializing in web-based solutions for the mortgage industry. Quandis' solutions include foreclosure process automation, short sale portals, skip tracing systems, a valuations hub, military search services, bankruptcy status searches, collection solutions, vendor solutions, as well custom application development. The company's clients range from servicers, to foreclosure attorneys, lenders, banks, GSEs outsourced service providers, and agents and brokers.

For more information, please visit http://www.quandis.com/ or call (949) 525-9000.

MEDIA CONTACT:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

Quandis, Inc., a leading default management mortgage technology provider, announced that Scott Stoddard, the company's chief executive officer, has been named to National Mortgage Professional (NMP) magazine's 2017 "Top 50 Most Connected Mortgage Professionals" list.

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

The Mortgage Collaborative Eclipses Industry with Lender-focused Initiatives Launched at its 2017 Summer Conference

NASHVILLE, Tenn. /ScoopCloud/ -- In the shadow of the first full solar eclipse in 38 years in the continental United States, The Mortgage Collaborative (TMC) held its largest conference to date with nearly 300 members and vendor partners in attendance. TMC has extended its significant membership growth with 20 new members joining the cooperative since its 2017 Winter Conference less than six months ago.

During its Nashville summer conference event, the industry's premier lender cooperative introduced a series of initiatives that will strengthen its members' ability to operate a dynamic lending business more profitably.

"Our growth both in membership and member benefits is a tremendous validation of our founders' vision," said John Robbins, CMB, TMC Chairman. "We knew in 2013 that lenders were hungry for industry alliances that would actually improve their businesses, and that is what we've built."

Following are TMC initiatives launched at its 2017 Summer Conference:

* TMC Direct, powered by Resitrader, unites the TMC lender network with Resitrader technology, delivering a dynamic and interactive marketplace for whole loan trading and vendor orders.

"We're honored to support the remarkable growth and market presence of TMC," said John Ardy, CEO of Resitrader and chairman of TMC's Lender Member Engagement Committee. "We look forward to a relationship that takes full advantage of TMC's market expertise and alliances."

* TMC Benchmarking allows members to compare production and operational metrics among their TMC peers via a simple data submission interface delivering valuable insights in an easy-to-understand report.

"As our market evolves, the need for business Intelligence has never been more vital to making sound business decisions," said Jason Madiedo, president of Alterra Home Loans. "TMC has taken business intelligence to the next level by combining real time data and technology with regular ongoing peer-to-peer live interactions. This enables companies like Alterra to be exceptionally responsive and confident in our key decisions."

* TMC Affordable Lending Outreach is a pilot program offering affordable lending support and education for select TMC lenders through educational resources and materials provided by Fannie Mae to promote expanded lending to low- and moderate-income borrowers, rural and manufactured housing communities. Following its 2017 pilot, TMC plans to expand the initiative in 2018, allowing additional members of the cooperative to participate.

"TMC is pleased to promote affordable lending options to traditionally underserved markets in all corners of America with support from Fannie Mae," said David G. Kittle, vice chairman and president of The Mortgage Collaborative. "Whether it's rural areas or manufactured housing, TMC is committed to ensuring that mortgage access is available in all markets to households of modest means."

About The Mortgage Collaborative

Based in San Diego, The Mortgage Collaborative was founded in 2013 to empower mortgage lenders across the country with better financial execution, reduced costs, enhanced expertise, improved compliance, and to help its members access the dynamic and changing consumer base in America.

The association is managed by its founding members: John Robbins, CMB; David Kittle, CMB; Gary Acosta, CEO of the National Association of Hispanic Real Estate Professionals (NAHREP); and Jim Park, former chair of the Asian Real Estate Association of America (AREAA). Robbins and Kittle are former chairmen of the Mortgage Bankers Association of America (MBA).

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

*LOGO for media: Send2Press.com/300dpi/17-0823s2p-tmcollab-300dpi.jpg

In the shadow of the first full solar eclipse in 38 years in the continental United States, The Mortgage Collaborative (TMC) held its largest conference to date with nearly 300 members and vendor partners in attendance. TMC has extended its significant membership growth with 20 new members joining the cooperative since its 2017 Winter Conference less than six months ago.

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

Trudi Barton Joins The Capacity Group – an EPIC Company in Mahwah, New Jersey

MAHWAH, N.J. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property & casualty insurance brokerage and employee benefits consultant, announced today that Trudi Barton has joined the firm in Mahwah, New Jersey as part of The Capacity Group - an EPIC Company.

A results-oriented leader with extensive business development, operations and client relationship management experience spanning more than 20 years, Barton joins as Vice President of Special Projects, reporting to Carl Gerson, Managing Principal.

Barton was most recently with Key Insurance and Benefits Services in Syracuse, N.Y. (formerly First Niagara Risk Management) where she served as Assistant Vice President, Commercial Lines Manager.

Said Carl Gerson, "I have had the pleasure of knowing and working with Trudi for many years. She is a committed and capable professional, whose experience and ability is extensive. I am excited to have her as an integral part of the Capacity/EPIC team. Trudi's expertise in operational process improvement will be of significant value in positioning our company and the clients we serve for future growth and success."

Barton attended Ithaca College in Ithaca, N.Y. where she earned a Bachelor of Science Degree in Finance.

Trudi Barton can be reached at:
The Capacity Group - an EPIC Company
tbarton [at] capcoverage.com
201-831-2700 - Direct.

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 1,000 team members operating from 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 approaching $300 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Soon to be backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

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

*PHOTO for Media: Send2Press.com/300dpi/17-0823s2p-trudi-barton-300dpi.jpg
*Photo Caption: Trudi Barton Joins The Capacity Group - an EPIC Company.

EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Trudi Barton has joined the firm in Mahwah, New Jersey as part of The Capacity Group - an EPIC Company.

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

Jamie Chambers of EPIC to Present at 2017 SHRM-Atlanta Symposium

DULUTH, Ga. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of HR Technology Solutions Jamie Chambers will present at the 2017 SHRM-Atlanta Symposium on Tuesday, Aug. 22 at 3 p.m. at the Infinite Energy Center in Duluth, Ga.

In his presentation "Impacting Employees and Executives Through HR Technology," Chambers will discuss how to navigate the maze of available HR technology options and how current technology tools can positively affect engagement at different levels across an organization. Chambers will also provide insight on the decision points to consider in creating and implementing a successful HR technology strategy and what HR information is important to both employees and executive decision makers.

Click here to view the full agenda: http://www.shrmatlanta.org/mpage/2017symposium

About Jamie Chambers, director, HR Technology Solutions:

Jamie Chambers joined the firm in 2013 and now serves as a director, leading the HR Solutions Team. In this role, he manages a team of specialists that support clients by overseeing human resource projects involving systems, technology, processes and best practices, as well as implementations and integrations related to mergers and acquisitions. Chambers collaborates with other EPIC teams to deliver coordinated and comprehensive services to clients.

Prior to joining the team, Chambers served as vice president of human resources for First Continental Mortgage and Campus Living Villages, both national companies with multi-state operations. He also has extensive human resources experience in the health care industry, having served as the human resources director for Bayshore Medical Center and Houston Northwest Medical Center. Chamber's knowledge and experience spans all areas of human resource management, from recruiting to systems management to compliance. He has extensive experience with change management initiatives, mergers and acquisitions and start-ups.

Chambers received a Bachelor of Business Administration degree in marketing from Texas Tech University. In 2007, he earned the Senior Professional Human Resources (SPHR) certification from the HR Certification Institute(tm) (HRCI(r)).

Chambers is an active member of the Society for Human Resource Management (SHRM) and a former member and Board member of HR Houston.

About SHRM-Atlanta:

SHRM-Atlanta, founded in 1965, is one of the largest single-city Chapter affiliates of the national Society for Human Resource Management, with a current membership of over 2,300 individuals representing more than 1,300 large and small organizations in the metro Atlanta area. SHRM-Atlanta empowers Atlanta's HR professionals to enhance their skills and knowledge, develop their business and leadership acumen, and create best-in-class workforces and workplaces. SHRM-Atlanta's mission is accomplished by fostering a strong community of peers with which to share best practices and knowledge, designing high-impact professional development initiatives and leadership development opportunities, celebrating excellence in HR, and advancing thought leadership in the field. Building exceptional Atlanta leaders is our business, one member at a time. More information is available at http://www.shrmatlanta.org/.

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 1,100 team members operating from 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 approaching $300 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Soon to be backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

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

IMAGES FOR MEDIA:
*PHOTO: Send2Press.com/300dpi/17-0818s2p-jchambers-300dpi.jpg
*LOGO: Send2Press.com/300dpi/16-0308-epic-insurance-300dpi.jpg

EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of HR Technology Solutions Jamie Chambers will present at the 2017 SHRM-Atlanta Symposium on Tuesday, Aug. 22, 2017 at 3 p.m. at the Infinite Energy Center in Duluth, Ga.

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

The Mortgage Collaborative Announces Addition of Notarize to Preferred Partner Network

SAN DIEGO, Calif. /ScoopCloud/ -- The Mortgage Collaborative, the nation's only independent mortgage cooperative, announced a new partnership with Notarize, the nation's first entirely digital mortgage closing and remote notarization provider, adding them to the preferred partner network.

Notarize for Mortgage is the first digital platform to enable an entirely legal and compliant online mortgage closing process. Notarize is closing mortgages online in partnership with major lenders and title underwriters/agencies - enabling borrowers to close online whenever and wherever they choose. Verified by Fannie Mae and Freddie Mac, the Notarize for Mortgage platform digitizes the entire closing process with technology to securely coordinate lenders, title companies and borrowers online.

Notarize for Mortgage's online closing platform offers borrowers a fundamentally better experience, reduces costs for lenders, accelerates the sale of loans into the secondary market and gives every constituent greater trust and visibility into the validity of mortgage documents.

"eMortgages have been top of mind for Lender Members of The Mortgage Collaborative for a few years now, as evidenced by the constant interest we receive on networking calls and breakout sessions at our member conferences when we cover the subject," said Rich Swerbinsky, executive vice president of national sales and strategic alliances for The Mortgage Collaborative. "The addition of Notarize provides our Lender Members a digitized eMortgage process that is entirely online, paperless and scalable, and will help move the needle on the broad adoption of eMortgage that has largely been stalled due to a need for a digital, online closing experience."

For now, online closings with Notarize are available to borrowers in Washington, Virginia, Illinois and Montana. Notarize plans to expand across the country through their strategic partnerships with title underwriters/agencies and other key ecosystem stakeholders in very short order.

The Mortgage Collaborative network is more than 110 lenders strong, with an aggregate annual origination volume of over $190 billion. The network caters to lenders of all sizes, with a strong mix of independent mortgage brokers and community banks and depositories.

"On the heels of launching Notarize for Mortgage, the first platform to enable a completely online mortgage closing process, we are thrilled to partner with The Mortgage Collaborative to scale online closings across the country," said Pat Kinsel, founder and CEO for Notarize. "While digitizing the mortgage closing can transform a lender's operations and offers borrowers a fundamentally better experience, the transition for lenders requires new tools and new techniques. Beyond our closing platform, Notarize specializes in helping lenders transition their operations to unlock the benefits of a truly paperless, online closing, The Mortgage Collaborative has taken a leading role in understanding and advancing new technologies and we look forward to partnering together to move the industry into the digital age."

About The Mortgage Collaborative:

Based in San Diego, The Mortgage Collaborative was founded in 2013 to empower mortgage lenders across the country with better financial execution, reduced costs, enhanced expertise, improved compliance, and to help its members access the dynamic and changing consumer base in America. The association is managed by its founding members: John Robbins, CMB; David Kittle, CMB; Gary Acosta, CEO of the National Association of Hispanic Real Estate Professionals (NAHREP); and Jim Park, former chair of the Asian Real Estate Association of America (AREAA). Robbins and Kittle are former chairmen of the Mortgage Bankers Association of America (MBA). For more information, visit: http://www.mortgagecollaborative.com/.

About Notarize:

Notarize is the first notary public platform allowing any person or business to get their documents legally notarized online. Notarize is also the first company to enable an entirely online mortgage closing process. Founded in 2015, Notarize has helped tens of thousands of individuals and businesses (on every continent, except Antarctica) get documents digitally notarized. For more information, please visit https://notarize.com/business/mortgage.

The Mortgage Collaborative, the nation's only independent mortgage cooperative, announced a new partnership with Notarize, the nation's first entirely digital mortgage closing and remote notarization provider, adding them to the preferred partner network.

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

National Mortgage Professional Magazine Names OpenClose President JP Kelly to Annual ‘Top 50 Most Connected Mortgage Professionals’ List

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose, a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced that its president, JP Kelly, has been awarded the 'Top 50 Most Connected Mortgage Professionals' distinction for 2017 by National Mortgage Professional (NMP) magazine.

The magazine states that individuals who earn a spot on the list are very successful, well-connected, recognized, powerful networkers and influencers in the mortgage industry. They are esteemed by their peers as subject matter experts in their respective areas of focus who consistently serve as trusted sources of guidance, data and leadership.

JP is a long-time veteran of the mortgage industry who possesses a diverse background, owning both a full-service mortgage bank and an enterprise-class mortgage technology software firm. He is a renowned executive that is lauded by industry participants as a constant innovator of contemporary, completely web-based technology which helps lending entities operate efficiently and effectively.

Under JP's leadership, OpenClose's footprint has expanded in the mortgage industry with consistent revenue growth for the last several years, realizing an impressive 30 percent growth rate from 2015 to 2016.

OpenClose offers one of the mortgage industry's only 100 percent web-based LOS platforms that has robust multi-channel automation capability. The company's solutions include its LenderAssist(TM) LOS, DecisionAssist(TM) product and pricing engine (PPE), turnkey OC Correspondent(TM) module, ConsumerAssist(TM) borrower-direct websites, OC Optics(TM) analytics and reporting software, and mobile technology.

The company's mortgage software is utilized by medium to large-size mortgage bankers, banks, credit unions and conduit aggregators.

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) mortgage software solutions provider that cost effectively delivers its platform on a software-as-a-service (SaaS) basis. The company provides a variety of 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 has been completely engineered in-house 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 http://www.openclose.com/ or call (561) 655-6418.

MEDIA CONTACT:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

OpenClose, a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced that its president, JP Kelly, has been awarded the 'Top 50 Most Connected Mortgage Professionals' distinction for 2017 by National Mortgage Professional (NMP) magazine.

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

EPIC Insurance Plays Key Role in Launching New Employee Wellness Center for the City of Atlanta

ATLANTA, Ga. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC client the City of Atlanta recently celebrated the grand opening of a new Wellness Center for city employees. This 12,000-square foot facility is located in the City Plaza building across from Atlanta's City Hall.

City of Atlanta workers now have a single place in which to exercise, eat nutritious snacks, and receive health care and employee assistance services while pursuing their personal health goals.

EPIC consultants Cloe Guidry and Chris Clark provided health management consulting services and guidance for the City of Atlanta throughout the design and development of the Wellness Center. Guidry and Clark anticipate that after 36 months the City of Atlanta will save $2 for every $1 it invests in the program.

The savings come from the combination of managing the rising cost of health care services and improving productivity. Having a health center at work saves time (patient wait times average only 5 minutes) so employees get back to work faster, minimizing downtime and improving productivity.

The new, approximately $3 million facility was funded entirely through insurance reserve funds generated through contracts with insurance vendors, pharmacy rebates and performance guarantees.

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 1,100 team members operating from 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 approaching $300 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Soon to be backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

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

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EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC client the City of Atlanta recently celebrated the grand opening of a new Wellness Center for city employees. This 12,000-square foot facility is located in the City Plaza building across from Atlanta's City Hall.

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

The Mortgage Collaborative Announces New Affordable Lending Outreach Pilot Program

SAN DIEGO, Calif. /ScoopCloud/ -- The Mortgage Collaborative (TMC), the nation's only independent mortgage cooperative, announces a new pilot with a focus on affordable lending support and education for select lenders that are members of TMC's network, using educational resources and materials provided by Fannie Mae.

The new Affordable Lending Outreach Pilot Program was developed to promote the cooperative's lender members' initiatives to expand lending to low-income to moderate-income borrowers, rural and manufactured housing communities.

The Affordable Lending Outreach Pilot Program will help participating lender members expand educational events with nonprofit organizations, enhance partnerships with community groups to promote affordable lending options, train targeted populations and assist with the cost of homeownership counseling for consumers. The innovative program will be tested with select lender members in 2017, and TMC plans to expand the initiative in 2018, allowing additional members of the cooperative to participate.

"TMC is pleased to promote affordable lending options to traditionally underserved markets in all corners of America with support from Fannie Mae," said David G. Kittle, vice chairman and president of The Mortgage Collaborative. "Whether it's rural areas or manufactured housing, TMC is committed to ensuring that mortgage access is available in all markets to households of modest means. We applaud Fannie Mae and its commitment to work with our members to fulfill this important mission."

TMC's Affordable Lending Outreach Program aims to help consumers responsibly obtain homeownership and by supporting the cooperative's growing network of best-in-class lender members in their outreach and educational efforts.

About The Mortgage Collaborative:

Based in San Diego, Calif., The Mortgage Collaborative was founded in 2013 to empower mortgage lenders across the country with better financial execution, reduced costs, enhanced expertise and improved compliance to help its members access the dynamic and changing consumer base in America. The cooperative is managed by its founding members: John Robbins, CMB; David Kittle, CMB, Gary Acosta, CEO of the National Association of Hispanic Real Estate Professionals (NAHREP); and Jim Park, the former chair of the Asian Real Estate Association of America (AREAA). Robbins and Kittle are former chairmen of the Mortgage Bankers Association of America (MBA). For more information, visit http://www.mortgagecollaborative.com/.

The Mortgage Collaborative (TMC), the nation's only independent mortgage cooperative, announces a new pilot with a focus on affordable lending support and education for select lenders that are members of TMC's network, using educational resources and materials provided by Fannie Mae.

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

The Mortgage Collaborative Announces Addition of Strategic Compliance Partners to Preferred Partner Network

SAN DIEGO, Calif. /ScoopCloud/ -- The Mortgage Collaborative, the nation's only independent mortgage cooperative, announced a new partnership with national compliance solutions provider, Strategic Compliance Partners. The new relationship with Strategic Compliance Partners adds another best-in-class mortgage compliance company to their preferred partner network.

"In the ever-changing world of regulatory mortgage compliance, Strategic Compliance Partners provides the on-demand results and strategic direction lenders and brokers need to succeed," said Rich Swerbinsky, executive vice president of national sales & strategic alliances for The Mortgage Collaborative. "The addition of an organization like Strategic Compliance Partners and Founder and CEO Ari Karen as a valuable industry resource to The Mortgage Collaborative's network will only benefit our lender members."

Strategic Compliance Partners (SCP) is more than a compliance and consulting company. With a team that includes accomplished attorneys and experienced compliance practitioners, SCP brings together innovative technologies and legal insight to deliver outstanding compliance management solutions to mortgage banks, warehouse banks, mortgage brokers, and other financial institutions.

"The Mortgage Collaborative has assembled an impressive network of lenders and partner companies in a few short years and we're excited to add value to their first-class membership," said Ari Karen, founder and CEO for Strategic Compliance Partners. "Our team is comprised of seasoned compliance specialists and attorneys who have years of industry knowledge and expertise. Together we'll be able to provide the support and guidance to help keep members of The Mortgage Collaborative compliant and sleep easy at night."

The Mortgage Collaborative network is more than 110 lenders strong, with an aggregate annual origination volume of over $190 billion. The network caters to lenders of all sizes, with a strong mix of independent mortgage brokers and community banks and depositories.

About The Mortgage Collaborative:

Based in San Diego, The Mortgage Collaborative was founded in 2013 to empower mortgage lenders across the country with better financial execution, reduced costs, enhanced expertise, improved compliance, and to help its members access the dynamic and changing consumer base in America. The association is managed by its founding members: John Robbins, CMB; David Kittle, CMB; Gary Acosta, CEO of the National Association of Hispanic Real Estate Professionals (NAHREP); and Jim Park, former chair of the Asian Real Estate Association of America (AREAA). Robbins and Kittle are former chairmen of the Mortgage Bankers Association of America (MBA).

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

About Strategic Compliance Partners:

Strategic Compliance Partners (SCP) provides compliance management, to oversee and assist in the development and implementation of a lender's compliance programs. SCP offers fixed price, attorney driven holistic compliance solutions that balance a lender's revenue opportunities with risk mitigation to achieve compliance that both enables and protects a lender's business.

Our seasoned compliance specialists have one goal in mind - to help our clients navigate the ever-changing landscape of the mortgage financial industry. Our solutions include a wide variety of services and technologies to simultaneously mitigate risk, achieve CFPB compliance and increase profitability.

For more information, go to https://strategiccompliancepartners.com/.

The Mortgage Collaborative, the nation's only independent mortgage cooperative, announced a new partnership with national compliance solutions provider, Strategic Compliance Partners. The new relationship with Strategic Compliance Partners adds another best-in-class mortgage compliance company to their preferred partner network.

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

Longevity Alert: As America Ages, Long-Term Care Costs Could Overwhelm Most Families, say ACSIA Partners

KIRKLAND, Wash. /ScoopCloud/ -- The number of Americans age 65 and older is on track to double -- from 46 million now to over 98 million in 2060, when today's 20-somethings will be turning 65. At that time the 65-plus age group's share of the population will have jumped to 24-percent from 15-percent today. "Think of it," says Denise Gott, CEO of ACSIA Partners, "one in four of us will be in the older group, at high risk of needing long-term care."

The concerning statistics are from "Aging in the United States," a study published by the Population Reference Bureau (PRB).

The proliferation of older Americans places a big burden right now on all breadwinners in their prime productive years (20 through 65), Gott asserts. According to the PRB, by 2030 there will be only 2.8 working-age adults for every person 65 and older, down from 5.0 in 2000.

Because of this, today's working-age citizens, now building our economy and their own economic futures, will be hit by a double-whammy, according to Gott.

The first part of the double-whammy has to do with one's aging parents. According to the U.S. Department of Health and Human services, almost three in four aging Americans will need some form of long-term care after 65. "For a working couple with two sets of parents, the odds of financial impact are very high," says Gott, "if any of the parents lacks the resources for their own care."

The second part of the double-whammy is that the younger couple may need long-term care services themselves at some point. "After dealing with mom and dad, they'll need to be ready to care for one another; or to pay professionals to do it."

Long-term care services can be expensive, costing from tens of thousands to $100,000, $200,000 or even more per year, depending on location, type of services, and type of claim. Multiply that by the number of family members needing care, and the cost can become prohibitive.

But the financial impact extends beyond care costs. It often involves income loss from interrupted employment as well. According to a study by the MetLife Mature Market Institute, America's 10 million employed caregivers face $3 trillion in lifetime losses for missed pay, pensions, and social security. That amounts to $304,000 per worker (typically the female half of a young couple).

"Long-term care has always been expensive and a key cause of impoverishment in one's later years," says Gott. "As America ages, the cost challenge promises to increase."

What can be done about it?

"Forward-looking public policy would help," says Gott. "But there's plenty people can do on their own."

"The key is to develop a long-term care plan," Gott continues. "It's especially important for today's younger, productive couples. It's the only way to control costs and head off avoidable threats to one's income, assets, lifestyle, and future."

Long-term care planning can be done independently but Gott recommends consulting a licensed specialist. "The process is emotional and the options and pitfalls are vast. You need a calm, collected professional to hold your hand."

ACSIA Partners has hundreds of state-certified long-term care specialists in all parts of the country. "They're glad to talk with consumers and business executives about any and all care-related concerns and actions, financial and otherwise," says Gott. Specialists develop group plans for employers as well as individual plans for families.

ACSIA Partners LLC -- https://www.acsiapartners.com -- is one of America's largest and most experienced long-term care insurance agencies serving all states. The company is also a co-founder and sponsor of the "3in4 Need More" campaign, which encourages Americans to form a long-term care plan.

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The number of Americans age 65 and older is on track to double -- from 46 million now to over 98 million in 2060, when today's 20-somethings will be turning 65. At that time the 65-plus age group's share of the population will have jumped to 24-percent from 15-percent today. "Think of it," says Denise Gott, CEO of ACSIA Partners, "one in four of us will be in the older group, at high risk of needing long-term care."

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

FormFree Names Patty Pinckney Senior Director of Marketing

ATHENS, Ga. /ScoopCloud/ -- FormFree has hired brand strategist and marketing expert Patricia "Patty" Ramirez Pinckney as senior director of marketing. In this role, Pinckney will drive planning and implementation of FormFree's marketing campaigns, govern its strategic positioning within the mortgage industry and manage the firm's brand.

"Patty Pinckney has been an influential force in marketing for years. Her deep understanding of human behavior and global experience operationalizing integrated marketing strategies will be tremendous assets to FormFree as we grow our flagship automated asset verification service, AccountChek, and bring new products to market," said FormFree CEO Brent Chandler.

Pinckney brings more than 20 years' experience as a "big brand" marketer specializing in everything from brand development and strategic planning to full-scale marketing campaigns. She has applied her considerable expertise for global companies including Procter & Gamble, BBVA Bancomer and The Coca-Cola Company.

Pinckney, who worked with FormFree on a consulting basis prior to taking the post, most recently served as president of Mojo Communications and Marketing, a brand strategy firm that helps companies create deeper connections with a wider variety of audiences. Prior to that, Pinckney, who is bilingual, helmed The 650 Company, which develops business and communication strategies to engage Hispanic communities in both English and Spanish.

"Given my career-long passion for understanding consumers' motivations and bringing a global marketing approach to businesses of all sizes, joining the FormFree team feels like coming home," Pinckney said. "The mortgage industry is poised for innovation, and FormFree is leading the way with AccountChek, which has already demonstrated its power to transform the borrower and lender experiences. I look forward to further building the company brand and establishing long-lasting bonds between FormFree and the industries it serves."

About FormFree(R):

Leading lenders trust FormFree's automated verification solutions that streamline the loan origination process and provide better intelligence on borrowers' ability to repay. FormFree's flagship app, AccountChek(R), eliminates the hassle of collecting paper statements from borrowers by using direct-access data untouched by human hands to consolidate, analyze and verify assets. AccountChek securely delivers automated asset verification data and on-demand reports to more than 350 leading U.S. lenders. A HousingWire TECH100(TM) company for four consecutive years, FormFree is based in Atlanta, Georgia.

For more information, visit http://www.formfree.com/ or follow FormFree on LinkedIn.

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*Photo Caption: Patty Pinckney Joins FormFree as Senior Director of Marketing.

FormFree has hired brand strategist and marketing expert Patricia "Patty" Ramirez Pinckney as senior director of marketing. In this role, Pinckney will drive planning and implementation of FormFree's marketing campaigns, govern its strategic positioning within the mortgage industry and manage the firm's brand.

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

Simplifile, Title Guaranty Complete First-Ever E-recording of Hawaii Land Court Document

HONOLULU, Hawai /ScoopCloud/ -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Title Guaranty has completed the first-ever e-recording of a Land Court document in the state of Hawaii using Simplifile's E-recording service. The document, a mortgage, was submitted into the public record on July 26 in a process that took only minutes.

Unlike most U.S. states, Hawaii does not have a county recording system. Instead, mortgages, deeds, and other real property documents are recorded through the State of Hawaii Bureau of Conveyances, which manages two systems of recordation: the Regular System and the Land Court System. While Hawaii has allowed e-recording of Regular System documents since 2010, last week's achievement marks the first time a Land Court document has been recorded electronically in the state's history.

Paper-based recording can be especially cumbersome in Hawaii, where documents have to be air-mailed from neighboring islands to the Bureau of Conveyances on Oahu at great time and expense. The move to an electronic process represents a major step up in recording security, speed, and savings for Hawaii's document submitters and recorders.

"As the first title and escrow company in Hawaii, Title Guaranty is excited to now be the first to e-record in the state's Land Court System," said Title Guaranty Chief Operating Officer Mike B. Pietsch. "In addition to the many efficiencies it will create, e-recording will also allow clients much earlier access to their original recorded documents. We are proud to lead the way in utilizing technology to enhance a process that is so critical to real estate transactions in Hawaii."

"Bilateral e-recording in Hawaii is a milestone we have been working toward for more than a decade," said Simplifile President Paul Clifford. "After seeing first-hand the challenges document submitters must face to manually record in Hawaii's island geography, we are extremely gratified to bring the convenience, security and cost savings of e-recording to the Land Court."

As the pilot submitter for the first Hawaii Land Court recording, Title Guaranty worked closely with Simplifile to prepare for the momentous transaction. "Our experience with Simplifile was excellent," Pietsch said. "Their collaborative approach during our initial training on the platform, preparation for the pilot, and first batch of submissions to the Bureau of Conveyances made the whole process seem easy and clear to understand."

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.

About Title Guaranty:

Title Guaranty of Hawaii is the oldest and largest title company in Hawaii. Founded in 1896 by a kama'aina family, TG Hawaii has been providing real estate closing services for 121 years. The company's in-depth local knowledge and more than 350 employees in branches statewide ensures thorough, fast transactions and friendly customer service. With a complete in-house title department and experienced escrow professionals on every island across the state, TG Hawaii is the title and escrow company of choice among Hawaii's real estate, lending and legal professionals.

To learn more, visit http://www.tghawaii.com/.

Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Title Guaranty has completed the first-ever e-recording of a Land Court document in the state of Hawaii using Simplifile's E-recording service. The document, a mortgage, was submitted into the public record on July 26 in a process that took only minutes.

Related link: https://simplifile.com/

Western Ohio Mortgage Corp Selects ReverseVision’s RV Exchange LOS for Home Equity Conversion Mortgage Origination

SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision, the leading technology provider for the reverse mortgage industry, today announced that Western Ohio Mortgage Corp. (WOMC) has selected RV Exchange (RVX) loan origination technology to support its Home Equity Conversion Mortgage (HECM) operations.

WOMC is a community lender serving customers in Ohio, Kentucky, Indiana, Tennessee and Florida. An experienced originator of both conventional and specialized loan products, WOMC has offered HECM products for more than a decade, first as a broker and in more recent years underwriting its own reverse loans.

According to WOMC President Teresa Rose, the move to RVX coincides with growing interest in HECM origination among WOMC's loan officers, particularly when it comes to the HECM for Purchase. HECM for Purchase is a FHA-insured reverse mortgage program through which qualified borrowers can use the equity from the sale of a previous residence to buy their next primary home and take out a reverse mortgage with no required monthly principal and interest payment.

"One of the great things about RVX is that it has safeguards built in to help loan officers who are new to HECMs avoid missing essential steps in the origination workflow," said Rose. "Together with the specialized training Western Ohio Mortgage requires of all HECM loan officers, RVX makes it easy to originate HECMs efficiently and compliantly."

"ReverseVision welcomes the opportunity to serve Western Ohio Mortgage and its customers in the American heartland," said ReverseVision Vice President of Sales and Marketing Wendy Peel. "HECM products are specifically designed to meet the needs of senior customers, making them an essential loan product for any lender who wants to continue delivering value to customers later in life."

ReverseVision's RVX serves as a centralized exchange that connects all participants in the lifecycle of a HECM loan and allows them to log in to a single system to share documents and information throughout the loan process. The system encompasses everything from point-of-sale, processing and underwriting to funding, post-closing and secondary marketing.

About ReverseVision:

ReverseVision, Inc. is the leading software and technology provider for the reverse mortgage industry, offering products and services focused exclusively on the home-equity conversion mortgage (HECM) and related reverse mortgage programs. With nearly 10,000 active users, ReverseVision technology is used by 10 out of 10 top reverse mortgage lenders and supports more reverse mortgage transactions than all other systems combined. The company's comprehensive product suite also includes reverse mortgage 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 reverse mortgage technology to brokers, correspondents, lenders and investors.

A 2017 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 reverse mortgage lending. The company continues to build on its technology's pioneering capabilities with frequent enhancements aimed at boosting users' reverse mortgage volume, workflow efficiency and data analysis capabilities.

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

About Western Ohio Mortgage Corp.:

Founded in 1999, Western Ohio Mortgage Corp. (WOMC) is a community lender serving customers in Ohio, Kentucky, Indiana, Tennessee and Florida. Its mission is to set a high standard in the mortgage industry through its committment to quality customer service and putting the people it serves first. For more information, visit https://www.westernohiomortgage.com or call 800-736-8485.

ReverseVision, the leading technology provider for the reverse mortgage industry, today announced that Western Ohio Mortgage Corp. (WOMC) has selected RV Exchange (RVX) loan origination technology to support its Home Equity Conversion Mortgage (HECM) operations.

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

Mid America Mortgage COO Kara Lamphere Recognized as Leading Female Mortgage Professional by HousingWire, Mortgage Professional

ADDISON, Texas /ScoopCloud/ -- Mid America Mortgage, Inc. (Mid America) announced today that Chief Operating Officer (COO) Kara Lamphere has been honored by two mortgage industry media outlets for her contributions to both Mid America and the industry at large.

"I can't say enough good things about Kara Lamphere," said Mid America Owner and CEO Jeff Bode. "Her expertise, drive and determination have been instrumental to Mid America Mortgage's success in advancing our internal and external digital mortgage initiatives, and I am beyond thrilled that she has been recognized for her efforts."

2017 HousingWire Women of Influence:

Lamphere was one of 50 female mortgage industry professionals selected for the 2017 "Women of Influence." She was recognized for her role in leading Mid America's roll out of its eMortgage initiative and eCorrespondent division. In its profile on Lamphere, HousingWire stated, "Lamphere provides leadership across broad areas, including risk, marketing, complaints, fair lending and other regulatory guidelines."

The list, which is in its seventh year, includes representatives from every sector of the housing economy, and winners are chosen by the HousingWire editorial staff based on tangible accomplishments over a 12-month period. This year's honorees had to demonstrate excellence within their organization as well as industry-wide influence via speaking panels, published works, mentorship and volunteer work.

"As the mortgage industry continues to do the right thing - increase diversity in the workforce - the housing finance business will likewise keep moving from strength to strength," said HousingWire Editor-in-Chief Jacob Gaffney. "The progress is undeniable; as the number of influential women in housing grows so does our recognition for the Influential Women of Housing. Our list is bigger and better than ever."

"It's exciting to see the talent represented in this year's Women of Influence winners. These dynamic women represent every part of the mortgage ecosystem and their achievements are vital to the mission of expanding homeownership," Sarah Wheeler, HousingWire Magazine Editor, said. "HousingWire is thrilled to recognize and celebrate their accomplishments as they build better operations, solutions and companies."

For the full list of winners, visit https://www.housingwire.com/articles/40821-women-of-influence-2017.

2017 Mortgage Professional America Elite Women in Mortgage:

Mortgage Professional America (MPA) also honored Lamphere for her work with Mid America's eMortgage and eCorrespondent programs. In its profile on Lamphere, the magazine noted that her efforts in these areas, "translated to reduced turnaround times and improved profitability for originators and correspondents."

Per MPA, the "Elite Women in Mortgage" rankings recognize, "women who have overcome obstacles and broken barriers to become some of the industry's top professionals...record-breakers, innovators, mentors and trendsetters who inspire the success of their peers every day and are using their collective influence to change the face of America's mortgage industry."

To see the full list of this year's winners, visit https://issuu.com/keymedia/docs/mpam_10.03_elite_women_lr.

About Mid America Mortgage, Inc.:

Mid America Mortgage, Inc., Addison, Texas, is a multi-state, full-service mortgage lender serving consumers and mortgage originators through its retail, wholesale and correspondent channels. In operation since 1940, Mid America has thrived by retaining its entrepreneurial spirit and leading the market in innovation, most recently with its adoption of electronic mortgage closings (eClosings) and promissory notes (eNotes). We offer a wide range of residential home loan programs to meet the needs of most home buyers and homeowners, and are also the nation's leading provider of Section 184 home loans for Native Americans.

Mid America is looking for tech-savvy, service-oriented mortgage professionals to join its growing team. We are dedicated to providing our employees with industry-leading tools and technology to deliver a great package of competitive pricing, programs and knowledgeable service. Want to join our team? Visit http://www.midamericacareer.com/.

Additional information about Mid America Mortgage, Inc. can be found on the company's website at http://www.midamericamortgage.com/about/.

Twitter: @midamericamtge

Photo Credit: Jason Gilmore, J&J Studio

Mid America Mortgage, Inc. (Mid America) announced today that Chief Operating Officer (COO) Kara Lamphere has been honored by two mortgage industry media outlets for her contributions to both Mid America and the industry at large.

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

IDS Promotes Beckie Santos to Manager of New Product Development

SALT LAKE CITY, Utah /ScoopCloud/ -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has promoted its former Manager of Development Beckie Santos to the newly created position of Manager of New Product Development. In her new role, Santos will leverage her development experience to work closely with the IDS development team as well as operations, quality assurance and compliance to help shape and guide future IDS solutions.

Santos will also oversee releases and updates, with an aim towards ensuring the global integrity of IDS systems. She will further work to make certain that releases run smoothly, coordinating with both customer support and development to certify that all updates are clean and efficient. Acting as the lender's advocate throughout the process of product innovation, she will maintain open lines of communication regarding changes in the system.

"IDS continues to experience phenomenal success in the market, and that growth is what compelled us to create the Manager of New Product Development position," said Mark Mackey, vice president and general manager of IDS. "Promoting Beckie into this role helps IDS make the most of the resources we have in the company, matching the talent with the roles that will bring the most strength to our organization and benefit to our customers."

Santos joined IDS in 2004 as a developer. During her tenure in development, she became known as a go-to developer for difficult projects and always had a can-do attitude in building solutions. In 2010, Santos was promoted to Manager of Development for IDS. In her new position, she will be reporting directly to Mackey.

"In the past 13 years that Beckie has worked at IDS, she has developed a wide breadth of experience and is known for her detailed knowledge of the IDS document engine," Mackey added. "Beckie has developed a broad set of skills in product management and development and has a deep understanding of the IDS products and services, as well as great awareness of the needs of IDS clients. I look forward to Beckie's impact and leadership in her new role."

"In my various development roles at IDS, I've always tried to approach system design with an eye towards the end user," Santos said. "With this new position, I am eager to forge an even more direct link between IDS and our clients to ensure user needs permeate every aspect of solution design and development."

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.

More information: http://info.idsdoc.com/.

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*Photo Caption: Beckie Santos named to the newly created position of Manager of New Product Development at IDS.

Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has promoted its former Manager of Development Beckie Santos to the newly created position of Manager of New Product Development. In her new role, Santos will leverage her development experience to work closely with the IDS development team as well as operations, quality assurance and compliance to help shape and guide future IDS solutions.

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

CMBA Invites Phil Laren of MCT to Speak on Panel Session at its Annual Loan Servicing and Newly Created Mortgage Technology Conference

SAN DIEGO, Calif. /ScoopCloud/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that its Director of MSR Services Phil Laren is scheduled to speak on a must-attend panel session. The panel will be hosted by the California Mortgage Bankers Association (CMBA) at their annual Loan Servicing and Technology Conference in San Diego Calif. from Aug. 6 to 8 at the Westin hotel.

Location: Westin San Diego Gaslamp Quarter, California Ballroom C (2nd Floor).
Day: Mon., Aug. 6, 2017.
Time: 3:15 - 4:15 p.m. (PDT).

Speakers:
* Stephen Fleming, Phoenix Capital, Inc.
* Phil Laren, Mortgage Capital Trading, Inc. (MCT)
* Bob Dowell, Incenter Mortgage Advisors LLC

What: MSR Markets - Navigating the Waters
* What should be on your radar
* Strategies around retaining or selling

Topics that will be covered include:
* The current originator market color
* The current bulk market
* The co-issue market outlook
* Why build an MSR portfolio?
* Does subservicing matter?
* When should you sell bulk?
* Should you finance your MSR portfolio?
* Should you hedge your MSR portfolio?
* Are there hidden risks that lenders should know about?
* Are there hidden benefits?

About MCT Speaker Phil Laren:

Mr. Laren is as a service group leader on MCT's management team, focused on managing and expanding the company's MSR Services. MCT's mortgage servicing software, the Desktop Servicing Model, was created by industry veteran Phil Laren. Mr. Laren has 29 years of experience in capital markets, predominantly in servicing. He is experienced in all aspects of servicing, modeling, pricing, trading, negotiating, hedging, risk analysis, accounting analysis and operations. Mr. Laren is also very experienced in building teams and managing traders and analysts (mostly Ph.Ds and MBAs who speak more Math than English). Mr. Laren holds advanced degrees in statistics and econometrics.

About MCT:

Mortgage Capital Trading, Inc. (MCT) is a capital markets-focused risk management and advisory services company providing independent analysis, training, hedging strategy and loan sale execution support to clients engaged in the secondary mortgage market. Founded in San Diego, California in May 2001, the company has expanded to include field sales and support offices in Philadelphia, Dallas, San Francisco and Charlotte.

MCT is a recognized leader in the industry and currently supports more than 150 clients on the HALO (Hedging And Loan sales Optimization) Program. The company also develops and supports MCTlive!(TM), an award-winning real-time, trading and best-execution secondary marketing platform. MCT's LockCentral(TM) is the industry's largest outsourced centralized lock desk service. In addition, MCT offers a suite of tools and supporting guidance for MSR needs. For more information, visit https://mct-trading.com/ or call (619) 543-5111.

About CMBA:

The California MBA serves to represent the residential and commercial real estate finance industry before all governing bodies. The California MBA encourages and promotes sound business practices and honesty in marketing, origination, lending and servicing of mortgage loans through our educational and networking opportunities. For more information, visit http://www.cmba.com/.

MEDIA CONTACT:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that its Director of MSR Services Phil Laren is scheduled to speak on a must-attend panel session. The panel will be hosted by the California Mortgage Bankers Association (CMBA) at their annual Loan Servicing and Technology Conference in San Diego Calif. from Aug. 6 to 8 at the Westin Hotel.

Related link: https://mct-trading.com/

Pendo Executive Alicia Branstetter Named to HW Women of Influence List

LEE'S SUMMIT, Mo. /ScoopCloud/ -- Pendo, a nationwide appraisal management company (AMC), announced that Alicia Branstetter, the company's vice president of marketing, has been named to HousingWire magazine's seventh annual Women of Influence list, just one year after joining the housing industry.

According to HousingWire, the Women of Influence award recognizes women leading the mortgage and housing industry forward. Each of the 50 women on this year's list was selected by HousingWire's editorial staff based on tangible accomplishments in the past 12 months. According to HousingWire, the women selected to the list "not only had to excel within their individual companies, but show influence in the wider industry through contributions on panels, publications, mentoring and volunteering."

"It's exciting to see the talent represented in this year's Women of Influence winners. These dynamic women represent every part of the mortgage ecosystem and their achievements are vital to the mission of expanding homeownership," Sarah Wheeler, HousingWire Magazine Editor, said. "HousingWire is thrilled to recognize and celebrate their accomplishments as they build better operations, solutions and companies."

Among Branstetter's achievements in the past year is the creation of Pendo's culture-based brand platform, which has helped drive the company's continued growth and establish its position as the most client-centric, appraiser-friendly AMC, in a segment marked by challenged relationships among providers, clients and vendors.

"The housing industry is abounding with opportunity, and it's a great time for women from other industries to change tracks and bring their ideas and experience into this segment," said Branstetter. "I commend HousingWire for recognizing the contribution women are making in the housing space. I'm honored to be counted among these accomplished leaders and change-makers."

"Our vision at Pendo has always been to lead by example and raise the standards of service AMCs provide to clients and vendors," said Jeff Sandman, co-Founder of Pendo. "Alicia's work enabled us to standardize our high service levels, communicate those standards to the industry and, as a result, differentiate ourselves from competitors and achieve significant growth. We're proud that Alicia was selected for this award. She's a strong asset to Pendo as well as the mortgage industry."

About Pendo:

Pendo is a nationwide appraisal management company based in Lee's Summit, Missouri. The company was co-founded by two successful tech professionals, Jeff Sandman and Mike Peck, specifically to disrupt the appraisal management segment using advanced technology and severely elevated service standards. The company's proprietary QC technology boasts numerous unique features that assure the highest levels of quality and compliance, while also reducing wait times, elevating service levels, boosting client engagement, and minimizing redundant activities. Pendo was founded in 2009 and is licensed to conduct business in all 50 states.

For more information, visit https://www.pendomanagement.com/, email contact@pendomanagment.com or call 816-332-6627.

Pendo, a nationwide appraisal management company (AMC), announced that Alicia Branstetter, the company's vice president of marketing, has been named to HousingWire magazine's seventh annual Women of Influence list, just one year after joining the housing industry.

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

Seventeen Counties Across Midwest, Western United States Join Simplifile E-recording Network

PROVO, Utah /ScoopCloud/ -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced today that 17 additional counties throughout the Midwest and Western United States have joined the Simplifile e-recording network.

"The need for speed, efficiency, and cost savings continues to drive adoption of electronic real estate processes, including e-recording," said Paul Clifford, president of Simplifile. "Simplifile continues to add new counties, parishes, and recording jurisdictions on almost a daily basis, expanding the availability and benefits of e-recording to consumers, lenders, settlement agents, and counties not only in the Midwest and Western United States, but also nationwide."

The new jurisdictions are:
* Bartholomew County, Ind.
* Benton County, Ind.
* Clinton County, Ind.
* Osborne County, Kan.
* Eddy County, N.M.
* Sierra County, N.M.
* Highland County, Ohio
* Columbia County, Ore.
* Tillamook County, Ore.
* Wheeler County, Ore.
* Davison County, S.D.
* Lincoln County, S.D.
* Burnet County, Texas
* Val Verde County, Texas
* Carbon County, Wyo.
* Laramie County, Wyo.
* Sheridan County, Wyo.

The Simplifile e-recording network is the largest in the nation. As part of this network, settlement agents in these counties can now transmit documents electronically to the county recording office for recording using Simplifile's secure service. Once the documents are received, the county recorder is able to review, stamp, record, and return documents electronically within minutes through the Simplifile system. In addition, settlement agents can also pay recording fees and other recording-related expenses electronically through the Simplifile platform, thus reducing errors and eliminating check-writing costs.

More than 1,646 U.S. county recording offices e-record deeds, mortgages, and other documents using Simplifile. 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, announced today that 17 additional counties throughout the Midwest and Western United States have joined the Simplifile e-recording network.

Related link: https://simplifile.com/

EPIC’s National Real Estate Practice Invests in Upgrading Computer Lab for Residents of Mercy Housing Lakefront’s Historic Pullman Wheelworks Apartments

DENVER, Colo. /ScoopCloud/ -- The National Real Estate Practice of EPIC Insurance Brokers and Consultants has contributed $32,000 to Mercy Housing Lakefront to upgrade the computer lab at the Pullman Wheelworks Apartments, offering residents state-of-the art online tools to advance their educational and career goals.

Comprised of 210 affordable rental units, the property serves low-to-moderate-income families in Chicago's historic Pullman neighborhood.

One of the largest non-profit affordable housing organizations in the country, Mercy Housing provides services that empower residents to achieve their full potential. The updated computer lab will enable children at Pullman Wheelworks to have greater access to tools to improve their academic performance. Adult residents will benefit from access to continuing education resources, as well as resources to enhance their financial literacy.

"We are grateful to EPIC for their generous support at Pullman Wheelworks," said Mercy Housing Lakefront President Mark Angelini. "In our digital world, having the right tools to connect with the online world is a vital imperative for success, and EPIC understood that and was eager to help. With their support, our residents are well-positioned to achieve their goals."

Since 2015, EPIC has raised more than $100,000 for Mercy Housing initiatives, consistent with the organization's commitment to increasing the national supply of high-quality affordable homes. In past years, EPIC's support has enabled the expansion of summer and after-school youth programming and security system upgrades at Mercy Housing properties in Colorado and California.

"During our three-year relationship with Mercy Housing, we have visited a number of their properties and seen the dramatic impact that a safe, happy, clean and caring environment can have on individuals and families," said Jonathan Griffiths, managing principal of EPIC's National Real Estate Practice. "As our country tries to address an acute shortage of affordable housing, Mercy Housing's operations should be applauded and we are very proud of our association with them."

About EPIC Insurance Brokers & Consultants:

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 1,000 team members operating from 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 approaching $300 million, EPIC ranks among the top 20 retail insurance brokers in the United States and is the 10th largest privately held broker in the nation. Soon to be backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

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

About Mercy Housing Lakefront:

Mercy Housing Lakefront (MHL) is working to build a region where everyone has an affordable home to use as a springboard to achieve better health, economic security, and a brighter future for their kids. By the end of 2017, MHL will own and operate 52 properties in Illinois, Wisconsin and Indiana, enabling nearly 10,000 people to live in hope. MHL is a regional branch of Mercy Housing, Inc. (MHI), a leading national affordable housing nonprofit headquartered in Denver.

For more information, please visit: https://www.mercyhousing.org/lakefront.

*PHOTO for Media: Send2Press.com/300dpi/17-0803s2p-epic-check-300dpi.jpg

*PHOTO Caption: EPIC presents check to Mercy Housing Lakefront.

The National Real Estate Practice of EPIC Insurance Brokers and Consultants has contributed $32,000 to Mercy Housing Lakefront to upgrade the computer lab at the Pullman Wheelworks Apartments, offering residents state-of-the art online tools to advance their educational and career goals.

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

Mid America Mortgage Promotes Kara Lamphere to Chief Operating Officer

ADDISON, Texas /ScoopCloud/ -- Mid America Mortgage, Inc. (Mid America) announced today it has promoted former Chief Compliance Officer and Director of Correspondent Lending Kara Lamphere to Chief Operating Officer (COO).

"Kara Lamphere is a tremendous asset to Mid America Mortgage and has been essential to Mid America's ability to execute eClosings and eNotes in our retail and TPO channels. She has also lead Mid America's efforts to help brokers make the successful transition to mortgage bankers through our eCorrespondent division," said Mid America Owner and CEO Jeff Bode. "Having already played such a key role in our operations, Kara was the natural choice for our COO, and we have no doubt that she will continue to drive operational excellence and growth for Mid America in this new role."

Prior to re-joining Mid America mortgage in December 2016, Lamphere was employed at CMG Financial, serving as senior vice president of compliance, and later adding the role of managing correspondent lending operations. She also served as Chief Compliance Officer at Mid America Mortgage from July 2012 to July 2014.

In addition, Lamphere has also held senior-level positions with numerous other financial institutions. As Senior Vice President of Compliance at CMG Financial, she was responsible for the oversight of six critical areas within the organization: Compliance, Quality Control, Fraud, Internal Audit, Counterparty Relations, and Correspondent Operations. She was also tasked with developing policies, procedures, training, analysis, and other related responsibilities and successfully managed a team of over 50 people through teamwork and communication.

As Vice President of Compliance for PrimeLending, Lamphere managed Prime's compliance program, providing her direct expertise and leadership in Compliance Risk, Marketing, Consumer Complaints and Complaint Analysis, Auditing and Testing, and the full oversight of State Compliance Program. She was also integral in developing PrimeLending's training, policies and procedures, and product development.

"Mid America has been at the forefront of the push towards fully electronic mortgages, and to have played a role in that effort has been both challenging and rewarding," Lamphere said. "As COO, I am excited for the opportunity to challenge myself further in the industry and to aid Mid America in its continued success."

About Mid America Mortgage, Inc.:

Mid America Mortgage, Inc., Addison, Texas, is a multi-state, full-service mortgage lender serving consumers and mortgage originators through its retail, wholesale and correspondent channels. In operation since 1940, Mid America has thrived by retaining its entrepreneurial spirit and leading the market in innovation, most recently with its adoption of electronic mortgage closings (eClosings) and promissory notes (eNotes). We offer a wide range of residential home loan programs to meet the needs of most home buyers and homeowners, and are also the nation's leading provider of Section 184 home loans for Native Americans.

Mid America is looking for tech-savvy, service-oriented mortgage professionals to join its growing team. We are dedicated to providing our employees with industry-leading tools and technology to deliver a great package of competitive pricing, programs and knowledgeable service. Want to join our team? Visit http://www.midamericacareer.com/.

Additional information about Mid America Mortgage, Inc. can be found on the company's website at http://www.midamericamortgage.com/about/.

Twitter: @midamericamtge

*PHOTO for Media: Send2Press.com/300dpi/17-0803s2p-lamphere-300dpi.jpg
*Photo Caption: Kara Lamphere promoted to Chief Operating Officer.
*Photo Credit: Jason Gilmore, J&J Studio.

Mid America Mortgage, Inc. (Mid America) announced today it has promoted former Chief Compliance Officer and Director of Correspondent Lending Kara Lamphere to Chief Operating Officer (COO).

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

EPIC Insurance adds Denise Walsh as Assistant General Counsel

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Denise Walsh has joined the firm as Vice President and Assistant General Counsel.

Said EPIC Executive Vice President and General Counsel, Dan Crawford, "Denise is a strong negotiator with exceptional skills in buying and selling businesses; as well as drafting operating and shareholder agreements, business formation documents, corporate resolutions and complex contracts. Denise will use these skills to great advantage as she assumes responsibility for all legal work related to EPIC's future mergers and acquisitions. We are very fortunate to add a top professional of her caliber to our legal team."

Walsh will report to Crawford and will be based in EPIC's New York City office.

Walsh joins from Saiber, LLC in Florham Park, N.J. She was previous with Marcus, Brody, Ford & Kessler, LLC in Roseland, N.J., who merged with Saiber in January 2014. Walsh was a member of the Corporate Law and Business Counseling Practice Group and the Financial Services Practice Group at both firms. Walsh began her legal career with Lowenstein Sandler PC, in Roseland, N.J., an Associate in their Litigation Department.

Professionally, Walsh has been recognized as a New Jersey Rising Star(tm) in the area of Business/Corporate Law (2012 - 2016) as well as one of the New Jersey Law Journal's "New Leaders of the Bar" (2012).

Academically, Walsh attended Seton Hall University where she earned a Bachelor of Arts, magna cum laude, in Psychology. She went on to obtain her Juris Doctor, also magna cum laude, from the Seton Hall University School of Law.

Denise Walsh can be reached at:
EPIC Insurance Brokers & Consultants
denise.walsh@epicbrokers.com
201-661-2436 - Direct.

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 1,000 team members operating from 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 approaching $300 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Soon to be backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

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

*PHOTO: Send2Press.com/300dpi/17-0802s2p-denise-walsh-300dpi.jpg

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Denise Walsh has joined the firm as Vice President and Assistant General Counsel.

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

Altavera Mortgage Services COO Debora Aydelotte Recognized as HousingWire 2017 Woman of Influence

DENVER, Colo. /ScoopCloud/ -- Altavera Mortgage Services (Altavera), a Computershare company and leading provider of outsourced residential mortgage origination services, today announced that Chief Operating Officer Debora Aydelotte has been named one of HousingWire magazine's 2017 Women of Influence.

Aydelotte, who was also selected to grace the cover of HousingWire's August issue, was chosen for her career-long accomplishments as a mortgage finance executive, outspoken advocacy of diversity and inclusion practices and instrumental role in growing Altavera from industry up-and-comer to leading national provider. She has served the mortgage, banking and fintech sectors for more than 20 years, much of it focused on expansion and profitability at firms such as Wells Fargo, HomeSide Lending and Mellon Bank.

"This honor couldn't belong to a more deserving individual," said Computershare Loan Services CEO Nick Oldfield. "Debora is respected as one of the keenest minds in mortgage banking. Her operational and strategic expertise is an integral part of Altavera's success, and her staunch stance on fairness and inclusion in the workplace continues to define our culture and set the bar for our industry."

"As the mortgage industry continues to do the right thing - increase diversity in the workforce - the housing finance business will likewise keep moving from strength to strength," said HousingWire Editor-in-Chief Jacob Gaffney. "The progress is undeniable; as the number of influential women in housing grows, so does our recognition for the Influential Women of Housing. Our list is bigger and better than ever."

HousingWire's annual Women of Influence list honors "individuals who are making notable contributions to both their businesses and to the industry at large - with a specific focus on contributions made in the most recent 12 months. Their energy, ideas, achievements, as well as commitment to excellence and progress give us a look at the future of the industry." For a full list of honorees, visit https://www.housingwire.com/articles/40821-women-of-influence-2017.

About Altavera:
Altavera is a leading provider of outsourced residential mortgage origination and due diligence review services. Its SAFE Act-compliant staff of seasoned, U.S.-based fulfillment specialists helps clients streamline operations, minimize costs and achieve faster cycle times for greater customer satisfaction and profitability. Altavera's fully customizable closed-loan file review services enable investors and aggregators to reduce risk and make better-informed decisions. Based in Denver, Colorado, Altavera is a Computershare company.

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

About Computershare Limited:
Computershare (ASX: CPU) is a global market leader in transfer agency and share registration, employee equity plans, mortgage servicing, proxy solicitation and stakeholder communications. We also specialize in corporate trust, bankruptcy, class action and utility administration, and a range of other diversified financial and governance services.

Founded in 1978, Computershare is renowned for its expertise in high integrity data management, high volume transaction processing and reconciliations, payments and stakeholder engagement. Many of the world's leading organizations use us to streamline and maximize the value of relationships with their investors, employees, creditors and customers. Computershare is represented in all major financial markets and has over 16,000 employees worldwide.

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

About HousingWire:
HousingWire is by far 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.

Altavera Mortgage Services (Altavera), a Computershare company and leading provider of outsourced residential mortgage origination services, today announced that Chief Operating Officer Debora Aydelotte has been named one of HousingWire magazine's 2017 Women of Influence.

Related link: http://altavera.com/

ReverseVision Vice President of Sales and Marketing Wendy Peel Selected to HousingWire 2017 ‘Women of Influence’ List

SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Wendy Peel, its vice president of sales and marketing, has been named to HousingWire's 2017 "Women of Influence" list.

Peel was recognized for her industry-wide efforts to reposition the Home Equity Conversion Mortgage (HECM), once seen as a fringe loan product, as a timely and logical option for mortgage lenders serving borrowers age 62 and older. The strategy of Generational Lending(TM) is the latest push to normalize the HECM product with banks and mortgage lenders. Due in large part to Peel's strategic marketing, ReverseVision has earned a reputation as not only the HECM market's leading origination platform, but as a trusted expert in the industry.

After spearheading ReverseVision's inaugural user conference in 2016 - which convened industry leaders, lenders and brokers from 67 companies, including four of the nation's top five reverse lenders - Peel took UserCon up a notch in 2017. The most recent conference combined sessions designed to educate new-to-HECM originators on the basics of HECM lending with compelling compliance and technology training for seasoned HECM loan officers. An insightful presentation by noted mortgage industry expert Rob Chrisman brought the theme of introducing HECMs into traditional lending full circle.

Peel also crystallized a strategy to re-orient banks and credit unions to the product gap HECM loans fill for the retiring Baby Boomer generation. This concept targets normalizing the HECM product while explaining the benefits of offering these loans as part of a larger business plan.

"Wendy has been very influencial in the HECM lending niche since joining us in 2015," said ReverseVision President and CEO John Button. "Since then, she has led our efforts to encourage HECM lending by traditional lenders and banks. Her generational lending strategy is resonating with these businesses, and we are beginning to see an influx of new players entering the reverse mortgage space."

"As the mortgage industry continues to do the right thing - increase diversity in the workforce - the housing finance business will likewise keep moving from strength to strength," said HousingWire Editor-in-Chief Jacob Gaffney. "The progress is undeniable; as the number of influential women in housing grows, so does our recognition for the Influential Women of Housing. Our list is bigger and better than ever."

Peel previously served as vice president of sales and marketing for cloud-based software-as-a-service (SaaS) applications provider CommercePromote and in similar roles at iCoStore, Take Notice, PNA and TransPerfect Translations.

Now in its seventh year, HousingWire's "Women of Influence" list honors individuals who have made notable contributions both to their businesses and to the industry at large. For a full list of honorees, visit: https://www.housingwire.com/articles/40821-women-of-influence-2017.

About HousingWire:
HousingWire is by far 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 category, 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 ReverseVision:
ReverseVision, Inc. is the leading software and technology provider for the reverse mortgage industry, offering products and services focused exclusively on the home-equity conversion mortgage (HECM) and related reverse mortgage programs. With nearly 10,000 active users, ReverseVision technology is used by 10 out of 10 top reverse mortgage lenders and supports more reverse mortgage transactions than all other systems combined. The company's comprehensive product suite also includes reverse mortgage 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 reverse mortgage technology to brokers, correspondents, lenders and investors.

A 2017 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 reverse mortgage lending. The company continues to build on its technology's pioneering capabilities with frequent enhancements aimed at boosting users' reverse mortgage volume, workflow efficiency and data analysis capabilities.

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

ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Wendy Peel, its vice president of sales and marketing, has been named to HousingWire's 2017 "Women of Influence" list.

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

LBA Ware Founder Lori Brewer Named to 2017 ‘Elite Women in Mortgage’ by Mortgage Professional America Magazine

MACON, Ga. /ScoopCloud/ -- LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced that Founder and President Lori Brewer has been honored as one of Mortgage Professional America (MPA) magazine's 2017 "Elite Women in Mortgage."

Brewer was recognized for her efforts to transform mortgage back-office operations through the development of integrated, automated solutions that eliminate repetitive, manual workflow, empowering lenders to maximize productivity and operational efficiency. LBA Ware's flagship product CompenSafe is the industry's first cloud-based software for automated loan originator (LO) commission and bonus compensation calculations, designed to help lenders manage multiple compensation plans while increasing efficiency, productivity and profitability.

"When I founded LBA Ware in 2008, my goal was to build technology that would solve the back-office operational challenges I was observing in the mortgage lending space, and calculating LO compensation was one of the first issues we decided to tackle," Brewer said. "Today, CompenSafe has calculated more than $1 billion in compensation, saving our clients untold amounts of time and money. I am beyond thrilled with what LBA Ware has accomplished, and to be recognized personally for my efforts makes our success that much more satisfying."

According to MPA, this year's "Elite Women in Mortgage" rankings recognize, "women who have overcome obstacles and broken barriers to become some of the industry's top professionals...record-breakers, innovators, mentors and trendsetters who inspire the success of their peers every day and are using their collective influence to change the face of America's mortgage industry."

To view the complete list of this year's winners, visit https://issuu.com/keymedia/docs/mpam_10.03_elite_women_lr.

About LBA Ware
Founded in 2008 and headquartered in Macon, Ga., LBA Ware(TM) is a software development company transforming the way mortgage lenders make the American dream of homeownership a reality. As the self-proclaimed masters of problem solving, our mission is to inspire opportunity by delivering solutions that become essential to the way mortgage companies operate.

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(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced that Founder and President Lori Brewer has been honored as one of Mortgage Professional America (MPA) magazine's 2017 "Elite Women in Mortgage."

Related link: http://lbaware.com/

FormFree’s Ann Fulmer Named a 2017 ‘Elite Woman in Mortgage’ by Mortgage Professional America Magazine

ATHENS, Ga. /ScoopCloud/ -- FormFree(R) today announced that Chief Strategy and Industry Relations Officer Ann Fulmer is one of Mortgage Professional America (MPA) magazine's 2017 "Elite Women in Mortgage."

Fulmer, who officially joined FormFree in May but has served the firm in an advisory capacity for several years, was recognized for her significant contributions to FormFree's staggering growth. In the past year alone, FormFree has signed more than 200 of the industry's top lenders and seen a 20-fold increase in asset verification orders completed through its flagship app, AccountChek(R).

Fulmer also played a key role in Fannie Mae's October 2016 selection of AccountChek as its first "designated vendor" for asset verification through Desktop Underwriter(R) as part of the Day 1 Certainty(TM) initiative.

"Ann's expert guidance and deep industry connections have been instrumental to FormFree's growth and forging of new strategic relationships. Her contributions both to FormFree and the industry at large deserve every recognition possible," said FormFree Founder and CEO Brent Chandler. "We're proud to say this 'Elite Woman' is a valued member of the FormFree team."

"I have always thrived on the challenge and reward of working with the influential companies and individuals that are transforming our industry," said Fulmer. "It is a joy every day to work with the impressive group of people at FormFree, and I am grateful to be honored among such an accomplished group of like-minded women who are focused on the future of the mortgage industry."

MPA's annual list of "Elite Women in Mortgage" recognizes influential women leaders in the mortgage industry. For a full list of honorees, visit http://www.mpamag.com/rankings/elite-women-2017.

About Mortgage Professional America:

A publication of Key Media, Mortgage Professional America (MPA) delivers news, opinion and analysis to mortgage, real estate and finance industry professionals through its bi-monthly magazine and daily email newsletter. For more information, visit http://www.mpamag.com/.

About FormFree(R):

Leading lenders trust FormFree's automated verification solutions that streamline the loan origination process and provide better intelligence on borrowers' ability to repay. FormFree's flagship app, AccountChek(R), eliminates the hassle of collecting paper statements from borrowers by using direct-access data untouched by human hands to consolidate, analyze and verify assets. AccountChek securely delivers automated asset verification data and on-demand reports to more than 350 leading U.S. lenders. A HousingWire TECH100(TM) company for four consecutive years, FormFree is based in Atlanta, Georgia. For more information, visit http://www.formfree.com/ or follow FormFree on LinkedIn.

FormFree(R) today announced that Chief Strategy and Industry Relations Officer Ann Fulmer is one of Mortgage Professional America (MPA) magazine's 2017 "Elite Women in Mortgage." Fulmer, who officially joined FormFree in May but has served the firm in an advisory capacity for several years, was recognized for her significant contributions to FormFree's staggering growth.

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

Mortgage Professional America Names Altavera Mortgage Services’ Jennifer Fountain a 2017 Elite Woman in Mortgage

DENVER, Colo. /ScoopCloud/ -- Altavera Mortgage Services (Altavera), a Computershare company and leading provider of outsourced residential mortgage origination services, today announced that Senior Vice President of Due Diligence Jennifer Fountain has been named one of Mortgage Professional America's 2017 Elite Women in Mortgage. Fountain was recognized as a distinguished expert in the areas of credit and underwriting policy, operations, due diligence, management and training.

"I know Jennifer to be an unrivaled expert in the fields of mortgage credit risk and due diligence," said Debora Aydelotte, Altavera's chief operating officer and 2014 Elite Woman in Mortgage. "She has played a transformative role both at Altavera, where she built our closed-loan file review service from the ground up, and in the mortgage industry as a whole, where she has left an indelible mark over the course of her 30-year career."

"It's a privilege to be honored among such an influential and experienced field of industry peers," said Fountain. "The challenge of helping loan conduits, aggregators and investors transact their business with total confidence in loan quality and consistency is both a source of personal motivation and a driver of the continuing evolution and innovation of Altavera's service offerings."

Each year, the Mortgage Professional America (MPA) Elite Women in Mortgage list recognizes influential women leaders in the mortgage industry. For a full list of honorees, visit http://www.mpamag.com/rankings/elite-women-2017.

About Altavera:

Altavera is a leading provider of outsourced residential mortgage origination and due diligence review services. Its SAFE Act-compliant staff of seasoned, U.S.-based fulfillment specialists helps clients streamline operations, minimize costs and achieve faster cycle times for greater customer satisfaction and profitability. Altavera's fully customizable closed-loan file review services enable investors and aggregators to reduce risk and make better-informed decisions. Based in Denver, Colorado, Altavera is a Computershare company.

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

About Computershare Limited:

Computershare (ASX: CPU) is a global market leader in transfer agency and share registration, employee equity plans, mortgage servicing, proxy solicitation and stakeholder communications. We also specialize in corporate trust, bankruptcy, class action and utility administration, and a range of other diversified financial and governance services.

Founded in 1978, Computershare is renowned for its expertise in high integrity data management, high volume transaction processing and reconciliations, payments and stakeholder engagement. Many of the world's leading organizations use us to streamline and maximize the value of relationships with their investors, employees, creditors and customers. Computershare is represented in all major financial markets and has over 16,000 employees worldwide.

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

About Mortgage Professional America:

A publication of Key Media, Mortgage Professional America (MPA) delivers news, opinion and analysis to mortgage, real estate and finance industry profesisonals through its bi-monthly magazine and daily email newsletter.

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

Altavera Mortgage Services (Altavera), a Computershare company and leading provider of outsourced residential mortgage origination services, today announced that Senior Vice President of Due Diligence Jennifer Fountain has been named one of Mortgage Professional America's 2017 Elite Women in Mortgage. Fountain was recognized as a distinguished expert in the areas of credit and underwriting policy, operations, due diligence, management and training.

Related link: http://altavera.com/

Oak Hill Capital Partners to Invest in EPIC Insurance Brokers and Consultants to Support EPIC’s Further Growth & Expansion

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage, and employee benefits consultant, announced today that private equity firm Oak Hill Capital Partners (Oak Hill) has agreed to acquire all of The Carlyle Group's stake, giving Oak Hill a controlling equity position in EPIC. Oak Hill's investment will enable EPIC to continue its aggressive organic growth strategy and will support strategic acquisitions of additional complementary insurance distribution platforms across the United States.

Founded in July 2007, EPIC has become a leading national insurance broker with annual revenues approaching $300 million. The company has developed a broad suite of capabilities related to risk management, commercial property & casualty insurance, and employee benefits consulting, as well as specialty programs for a wide range of industries nationally, including construction and design, real estate development and property management, transportation and logistics, energy, hospitality, financial and professional services, healthcare, and food and beverage.

Since Carlyle acquired a controlling stake in December 2013 with equity provided by Carlyle Global Financial Services Partners L.P. and Carlyle Global Financial Services Partners II L.P., EPIC has transformed itself from a California-centric insurance broker into one of the top 20 nationally recognized platforms while more than tripling its revenues.

John Hahn, co-founder and CEO of EPIC, said, "Over the past 10 years, we have built EPIC into a unique and successful firm that is focused on providing innovative solutions and significant value to our clients and EPIC team members by creating a culture of accountability and alignment through broad-based employee ownership. We are thankful for the robust support, guidance, and access to resources we have received from The Carlyle Group over the past three and a half years, and look forward to building further on the strengths of our organization across the country with the strategic and financial backing of Oak Hill Capital Partners."

Peter Garvey, President of EPIC, said, "We are proud of the unique 'people first' culture that we have built at EPIC. Our company will stay true to the guiding principles that were established when the business was launched 10 years ago. I am confident that with the support of Oak Hill, EPIC will continue to attract and retain the best talent in the industry and the clients who value them."

Scott Kauffman, Partner at Oak Hill said, "We are excited to partner with John Hahn, Pete Garvey, their executive team, and the entire EPIC organization, all proven industry leaders, to continue supporting EPIC's strong growth, innovation, and success in the insurance brokerage industry."

John Redett, Managing Director and Co-head of Carlyle's Global Financial Services team said, "We wish John Hahn and his team well as they continue to execute upon their strategic vision and buildout of EPIC. We believe in their business model and ability to capitalize upon the vast opportunity ahead of them, and are thankful to have played a part in their success over the past several years."

The investment is subject to customary regulatory approvals and is expected to close in the 3rd quarter of 2017. Total Enterprise Value of EPIC now approaches $1 billion, at $977 million.

Bank of America Merrill Lynch acted as lead financial advisor and SunTrust Robinson Humphrey acted as financial advisor to EPIC. Wachtell, Lipton, Rosen & Katz served as EPIC's legal advisor.

Barclays acted as financial advisor to Oak Hill and Weil, Gotshal & Manges served as Oak Hill's legal advisor.

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 1,000 team members operating from 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 approaching $300 million, EPIC ranks among the top 20 retail insurance brokers in the United States and is the 10th largest privately held broker in the nation. Soon to be backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

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

About Oak Hill Capital Partners:
Oak Hill is a private equity firm managing funds with more than $10 billion of initial capital commitments since inception from leading global endowments and foundations, public and corporate pension plans, sovereign wealth funds, insurance companies, financial institutions, consultants, and family offices. Over the past 30 years, the professionals at Oak Hill and its predecessors have invested in 84 significant private equity transactions across broad segments of the U.S. and global economies.

Oak Hill applies an industry-focused, theme-based approach to investing in the following sectors: Consumer, Retail & Distribution; Industrials; Media & Communications; and Services. Oak Hill works actively in partnership with management to implement strategic and operational initiatives to create franchise value.

More information: http://oakhillcapital.com/.

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EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage, and employee benefits consultant, announced today that private equity firm Oak Hill Capital Partners (Oak Hill) has agreed to acquire all of The Carlyle Group's stake, giving Oak Hill a controlling equity position in EPIC. Oak Hill's investment will enable EPIC to continue its aggressive organic growth strategy

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

Simplifile’s Vicki DiPasquale Named One of Mortgage Professional America’s Elite Women in Mortgage

/ScoopCloud/ -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Vice President of Sales Vicki DiPasquale is one of Mortgage Professional America (MPA) magazine's 2017 Elite Women in Mortgage.

DiPasquale was recognized for her significant contributions to the title industry as a subject matter expert in e-recording, lender-settlement collaboration, and post-closing and for her efforts to transform public perception of e-recording by promoting education and partnership among lenders, settlement agents, and county recorders.

"It is rare to see a sales executive honored at such a high level, yet I can think of no one more deserving of recognition than Vicki DiPasquale, whose consultative approach to sales is guided by a sincere passion for sharing her substantial expertise and educating those who stand to benefit most from emerging technologies," said Simplifile President Paul Clifford. "Vicki's efforts have had a transformative effect not only on Simplifile's growth and success but on the evolution of the industries we serve."

"As a thirty-year veteran of the title industry, I find it incredibly rewarding to be part of a team that is modernizing the way settlement agents collaborate with mortgage lenders and county recorders," said DiPasquale. "There is really nothing I'd rather do - which makes this recognition an unexpected and humbling honor."

MPA's annual list of Elite Women in Mortgage recognizes the mortgage industry's most influential women leaders. Visit http://www.mpamag.com/rankings/elite-women-2017 for a full list of this year's honorees.

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.

About Mortgage Professional America:

A publication of Key Media, Mortgage Professional America (MPA) delivers news, opinion and analysis to mortgage, real estate and finance industry professionals through its bi-monthly magazine and daily email newsletter.

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

*PHOTO Caption: Simplifile Vice President of Sales Vicki DiPasquale

Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Vice President of Sales Vicki DiPasquale is one of Mortgage Professional America (MPA) magazine's 2017 Elite Women in Mortgage.

Related link: https://simplifile.com/

Jeffrey Unalp, CPA Earns Designation for Completing AICPA Not-For-Profit Certificate Program

WALNUT CREEK, Calif. /ScoopCloud/ -- Unalp CPA Group, Inc. (http://unalpcpa.com/) announced today that founder Jeffrey Unalp, CPA, has earned the AICPA badge for completing the Not-For-Profit (NFP) Certificate Program.

Unalp CPA Group, Inc., the northern California firm headed by Unalp, specializes in providing nonprofit organizations (as well as healthcare organizations, and medical and dental practices) with outsourced accounting services. Unalp CPA outsourced accounting services provide nonprofit clients with compliance, timely reporting and execution of accounting duties.

"Participating in specialty certificate programs like this one offered by the AICPA is just one of the ways we continue to deepen our expertise and understanding of the sectors we serve," says Unalp CPA Group, Inc. President, Jeffrey Unalp.

The certificate program covered GAAP reporting standards that apply to NFPs and financial statement presentation and disclosure requirements. The program also addresses best practices in NFP board governance, risk assessment and internal controls; steps in planning a successful audit engagement, and more.

"We are able to provide our nonprofit clients with a superior experience because we bring them deep knowledge of nonprofit accounting, nonprofit best practices, technology, and nonprofit accounting software solutions," explains Unalp.

"The flexibility and scalability of outsourcing services allow nonprofits to dramatically improve their accounting function at an affordable price," notes Unalp. "Often a nonprofit requires the skill sets of a staff accountant, payables administrator, controller, and Director of Finance - but they can't afford to hire every position, and certainly not every position on a full-time basis. But Unalp CPA Group can provide all levels of support - when our nonprofit clients need it and in a budget-friendly way."

Unalp CPA Group delivers its services through award-winning Intacct, preferred provider of CPA.com, an AICPA company, and two time Forbes 'Most Innovative Growth Company' Xero, developer of Xero online accounting software.

Jeffrey Unalp has ten years of experience as an attorney and 25 years of experience as a Certified Public Accountant.

About Unalp CPA Group, Inc.:
Unalp CPA Group provides a VIP level of outsourced accounting services that relieve nonprofit organizations of the burden of accounting duties and allow them to focus on their mission. The mission of Unalp CPA Group Inc. is to provide financial leadership and financial technology expertise allowing organization leaders to have visibility into their financial health and organizational performance.

More information: http://unalpcpa.com/

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

Related link: http://unalpcpa.com/

TRK Connection Promotes Randy Abbey to Chief Technology Officer

SALT LAKE CITY, Utah /ScoopCloud/ -- TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced it has promoted former Senior Systems Architect Randy Abbey to Chief Technology Officer (CTO). In this new role, Abbey will bring to bear his two decades of SaaS, cloud security and diverse solution development expertise in managing the architecture, design, development and on-going support and maintenance of all TRK technology solutions, including its flagship mortgage quality control (QC) audit platform Insight Risk & Defect Management (RDM).

"TRK Connection was founded to deliver innovative solutions to support the mortgage and banking industries, particularly in the realm of mortgage QC," said Teri Sundh, CEO of TRK Connection. "Randy's prolific programming and software development skills have been instrumental in that endeavor, making him the natural choice to lead our future development strategy efforts."

An experienced technologist, Abbey has held positions as a test engineer, software developer, engineering lead, product manager, systems architect and multiple roles as a technology executive in a variety of industries. In 2009, Abbey founded and is currently president of RA3 Software, a provider of proprietary SaaS applications serving the supply chain, inventory management and fleet maintenance industries. As Senior Systems Architect at TRK, Abbey was responsible for leading the development efforts on Insight RDM.

"My goal in designing Insight RDM was to create the mortgage industry's first modern, scalable QC audit platform that delivered true, lender-driven functionality with an intuitive interface, configurable to any existing QC process and operable on any browser or device, and based on client feedback, I think we achieved that goal," Abbey said. "As CTO, I look forward to continuing to refine our current solution set, while also designing the TRK Connection roadmap and leading TRK's long-term technology initiatives to deliver additional innovation via technology to the mortgage industry."

About TRK Connection:
Founded in 2013, TRK Connection prides itself on its ability to develop technologies that allow businesses to surpass their organizational needs and meet their business objectives. As an innovator in the mortgage origination and quality assurance space, TRK continues to develop and refine solutions geared to promote and strengthen the loan origination process, pre/post-close loan audits and the defect remediation process.

Currently, TRK offers solutions that support Mortgage Audit & Quality Control (Insight Risk & Defect Management(tm)), Loan Origination Vendor Management (Core Connect(tm)), Complete LOS Connectivity Platforms and more. For more information, visit http://trkconnection.com/.

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*Photo Caption: TRK Connection Promotes Randy Abbey to Chief Technology Officer.

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

Related link: http://trkconnection.com/

EPIC Joins in Authoring Updated American National Standards Institute / American Society of Safety Engineers 2017 Hydrogen Sulfide Safety Training Standard

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

EPIC Sr. Safety Consultant Charles (Chuck) Simpson, a recognized expert in Hydrogen Sulfide safety practices and training, led the revision effort as the ASSE Hydrogen Sulfide Safety Training Committee's Chairman. Simpson served as Vice-Chairman of the committee from 1994 until his appointment as Chairman in 2015.

The Committee was formed in 1994, and the ANSI/ASSE Z390.1 Standard has consistently been one of ANSI's most valued publications. A new edition of the document will soon be published by ASSE.

The guidelines in ANSI/ASSE Z390.1 establish content and instructional practices for training personnel with potential exposure to hydrogen sulfide (H2S). The Standard includes detailed training recommendations concerning H2S properties and characteristics, respiratory protection, gas detection, emergency response, and more. These guidelines are used extensively in the oil and gas industry, in petrochemical operations, and in a variety of other industries worldwide.

Said EPIC's Simpson, "Although exact numbers are not known, it is likely that worldwide tens of thousands of people have died from H2S poisoning since 1900. It is also difficult to determine how many lives the standard has helped to save, but I have no doubt that it is an equally impressive number. H2S has a unique set of properties and characteristics that make it particularly hazardous and I am proud to have played a role in leading this important, lifesaving effort."

For additional information about the latest edition of the ANSI/ASSE Z390.1 Standard or for assistance with your H2S safety program, please contact EPIC's Chuck Simpson at chuck.simpson@epicbrokers.com or 504-577-4743.

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 1,100 team members operating from 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 approaching $300 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country.

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

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

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