Category Archives: Finance

ARMCO’s Web-based ACES Audit Technology Brings New Efficiencies to The Barrent Group’s Mortgage Quality Assurance Offering

POMPANO BEACH, Fla. /ScoopCloud/ -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced that its ACES (Automated Compliance and Evaluation System) Audit Technology has streamlined quality control (QC) loan reviews for The Barrent Group, a rapidly growing provider of outsourced loan quality assurance reviews and services. ARMCO's solution significantly reduces The Barrent Group's auditing times, reduces risk, ensures compliance and streamlines its mortgage quality control process for clients.

ARMCO's ACES Audit Technology is a robust quality control (QC) audit technology that quickly and efficiently standardizes the various QC review steps throughout the entire process, with unparalleled consistency and accuracy, ensuring that loans are always of high quality and fully compliant. The 100 percent web-based solution establishes a flexible, secure and agile environment that puts clients like The Barrent Group in full control over their use of ACES, in order to increase QC productivity, allow for greater transparency, enhance client communications and provide detailed reporting.

"We are pleased that The Barrent Group is successfully leveraging ACES to provide QC technology that optimizes loan QC automation for each of their clients," said Avi Naider, CEO of ARMCO. "ACES essentially becomes an extension of The Barrent Groups' IT infrastructure, which empowers them to be fully self-sufficient and work with their clients to quickly identify and report on any loan defects. ACES' ease-of-use and configurability enables The Barrent Group to flex with their clients' changing needs, while operating more efficiently, cost effectively and with newfound agility."

The Barrent Group provides independent third-party reviews, analysis and recommendations, with a strong emphasis placed on the risk and quality levels of residential mortgage loans. ARMCO's ACES technology replaces The Barrent Group's previous financial quality control and compliance software. The highly flexible and configurable design of ACES strengthens The Barrent Group's value proposition of providing customized solutions and advisory services. Using ACES, The Barrent Group efficiently captures all pertinent details to expeditiously fulfill loan QC with laser-accuracy.

"ARMCO's ACES technology performs the heavy lifting for us, to increase our service levels, facilitate quicker reviews, be cost effective and operate very efficiently," said Richard Barrent, president and chief operating officer at The Barrent Group. "What's more, the system's ease of use and configurability empowers us to tailor QC solutions to our clients' specific requirements, get them up and running quickly, always maintain data integrity and deliver second-to-none service. Ultimately, it is our clients who benefit from our ability to leverage ACES to efficiently review loans using agency and CFPB (Consumer Financial Protection Bureau) audit guidelines, as well as design client-specific reporting."

About ARMCO:

ARMCO - ACES Risk Management delivers web-based audit technology solutions, as well as powerful data and analytics, to the nation's top mortgage lenders, servicers, investors and outsourcing professionals. A trusted partner devoted to client relationships, ARMCO offers best-in-class quality control and compliance software that provides U.S. banks, mortgage companies and service providers the technology and data needed to support loan integrity, meet regulatory requirements, reduce risk and drive positive business decisions. ARMCO's flagship product, ACES Audit Technology(TM), is available at any point in the mortgage loan lifecycle, to any size lender, and is user-definable. ACES standardizes audit requirements, ties pre-funding reviews to post-closing quality control audits, enables seamless trend analysis, identifies credit, compliance and process deficiencies and helps create manageable action plans. For more information, visit www.armco.us or call 1-800-858-1598.

About The Barrent Group:

The Barrent Group was founded in September 2008 by Richard Barrent, a former executive with Wells Fargo Home Mortgage, and Richard Levitt, a retired Vice Chairman of Wells Fargo & Company. Mr. Levitt's family founded Dial Finance, the company that would eventually become Wells Fargo Financial. From the beginning, The Barrent Group set out to employ the best and most experienced mortgage and audit talent. Members of the team average over 10 years of mortgage underwriting and audit experience. In addition, the team has considerable experience in reviewing loans from all origination channels and platforms. Customer service, high integrity, razor-sharp focus - these are the qualities that permeate everything The Barrent Group does for its clients. It's an approach carefully crafted over the many years of experience among the leadership team. For more information, visit the company's website www.barrentgroup.com or call 1-866-318-4448 extension 250.

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

ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced that its ACES (Automated Compliance and Evaluation System) Audit Technology has streamlined quality control (QC) loan reviews for The Barrent Group, a rapidly growing provider of outsourced loan quality assurance reviews and services. ARMCO's solution significantly reduces The Barrent Group's auditing times, reduces risk, ensures compliance and streamlines its mortgage quality control process for clients.

The Mortgage Collaborative Partners with Blend to Enhance the Mortgage Experience with Digital, Automated Platform

SAN DIEGO, Calif., /ScoopCloud/ -- The Mortgage Collaborative, the nation's only independent mortgage cooperative, today announced a partnership with Blend, a Silicon Valley technology company bringing mortgages into the modern age, to deliver a digital mortgage experience that is fast, simple and secure to its network of small, mid-sized, and community-based lenders.

"Lenders stand to save ample time, energy, and resources when they can offer their customers a truly digital mortgage experience," said Rich Swerbinsky, EVP of National Sales & Strategic Alliances for The Mortgage Collaborative. "Blend's platform is well-regarded in the industry, and we look forward to helping place their technology in the hands of more lenders through our network."

As a result of the partnership, The Mortgage Collaborative's members will receive discounted pricing on Blend's white-label platform, which creates an end-to-end digital mortgage experience that simplifies workflows for lenders and borrowers, while reducing risk and ensuring compliance. The Mortgage Collaborative's network of lenders can offer borrowers a simpler, faster application process using any desktop, tablet, or mobile device.

Furthermore, Blend will provide members of The Mortgage Collaborative with frequent expertise at various network education events hosted throughout the year.

"Blend uses technology and consumer-centered design to provide the most seamless home lending process possible," said Nima Ghamsari, CEO & co-founder of Blend. "The Mortgage Collaborative has assembled an impressive roster of lenders, and this partnership will help ensure lenders of all shapes and sizes can offer their consumers a truly modern borrowing experience."

The Mortgage Collaborative network is more than 100 lenders strong, with an annual origination volume of $156 billion. The network caters to lenders of all sizes, with the majority of members generating between $500 million and $2 billion in originations annually.

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 Blend:
Blend is a Silicon Valley technology company transforming the multi-trillion dollar home mortgage industry. Blend's technology delivers speed and efficiency to lenders, so they can serve the modern borrower and safely navigate the industry's changing rules and regulations.

Founded in May 2012, Blend is backed by Peter Thiel, Andreessen Horowitz, Formation 8, Lightspeed, Max Levchin, Hans Morris, and other leading venture investors. To learn more, visit https://blend.com/.

The Mortgage Collaborative, the nation's only independent mortgage cooperative, today announced a partnership with Blend, a Silicon Valley technology company bringing mortgages into the modern age, to deliver a digital mortgage experience that is fast, simple and secure to its network of small, mid-sized, and community-based lenders.

Texas Capital Bank Implements DocMagic’s Total eClose Solution for eWarehouse Lending

TORRANCE, Calif. /ScoopCloud/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that Texas Capital Bank has implemented its Total eClose(TM) solution. This implementation enables the bank to function as an eWarehouse lender. They can now accept and fund eNotes from its lender customers that want to drastically speed up the process of closing and selling loans.

Total eClose(TM), DocMagic's eClosing technology, is a single-source, centralized platform that provides all necessary components to enable a completely paperless digital closing. Texas Capital Bank is a leading provider of warehouse credit facilities to fund mortgage origination and acquisition.

Texas Capital Bank recently funded its first eNote with a key lender client using DocMagic's eMortgage technology suite. The eNote was instantly delivered to the bank, registered with MERS, and securely stored in DocMagic's eVault. They completed the entire transaction electronically and transferred the eNote to Fannie Mae in minutes, rather than days.

"DocMagic's eClosing and eMortgage solutions have provided Texas Capital Bank with the tools necessary to incorporate the funding of eNotes into our everyday operational procedures," said Donnie Martin, Executive Vice President at Texas Capital Bank. "We believe the digital mortgage revolution and acceptance of eNotes will continue to grow. We are pleased to have partnered with DocMagic to build out the infrastructure needed to support the eNote funding process at the bank, which in turn supports the trend towards digital mortgages."

"It's very rewarding to support Texas Capital Bank as they move forward and break ground as an eWarehouse leader," said Dominic Iannitti, president and CEO of DocMagic. "In this industry, it's forward-thinking, tech-savvy organizations like this that thrive, set the pace and reach their goals. They understand the fundamental role that advanced technology plays in their - and the industry's - progress. We look forward to collaborating further as we help drive true end-to-end eMortgage adoption."

The Consumer Financial Protection Bureau (CFPB) has repeatedly encouraged lenders to implement eClosing technology and operational processes to make obtaining a home loan as easy as possible for borrowers.

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

About Texas Capital Bank
Texas Capital Bank is a commercial bank that delivers highly customized financial services to businesses across the country, including credit and treasury solutions designed for mortgage lenders through our Mortgage Finance division. Texas Capital Bank is a wholly owned subsidiary of Texas Capital Bancshares, Inc. (NASDAQ:TCBI) and is recognized as one of Forbes Best Banks in America and The Dallas Morning News' Top 100 Places To Work. To learn more, please visit https://www.texascapitalbank.com/.

DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that Texas Capital Bank has implemented its Total eClose(TM) solution. This implementation enables the bank to function as an eWarehouse lender. They can now accept and fund eNotes from its lender customers that want to drastically speed up the process of closing and selling loans.

The Mortgage Collaborative President and Vice Chairman David G. Kittle Issues Statement Supporting Mortgage Bankers Association GSE Reform Proposal

SAN DIEGO, Calif. /ScoopCloud/ -- On behalf of its network of lenders, David G. Kittle, CMB, president and vice chairman, The Mortgage Collaborative, has issued the following statement on the Mortgage Bankers Association's (MBA) release of its GSE Reform proposal, "GSE Reform: Creating a Sustainable, More Vibrant Secondary Mortgage Market":

"The issue of GSE reform is critically important for the independent mortgage banks, community banks and credit unions that today originate more than 3 out of every 4 home loans in the country," said Kittle. "The MBA's reform proposal recognizes the value of a competitive and diverse primary market, and calls for important reforms that will provide stable liquidity for the 30-year fixed mortgage and preserve a level playing field for smaller lenders.

"Guarantee fees based on loan quality not volume, and a new structure that encourages increased private capital flow into the primary market are all central elements to the MBA plan and key principles for the members of The Mortgage Collaborative," Kittle said.

The Mortgage Collaborative network is more than 100 lenders strong, with an annual origination volume of $156 billion. The network caters to lenders of all sizes, with the majority of members generating between $500 million and $2 billion in originations annually.

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/.

On behalf of its network of lenders, David G. Kittle, CMB, president and vice chairman, The Mortgage Collaborative, has issued the following statement on the Mortgage Bankers Association's (MBA) release of its GSE Reform proposal, "GSE Reform: Creating a Sustainable, More Vibrant Secondary Mortgage Market":

ReverseVision Expands RV University (RVU) with 3-Day Live Training Course that Accelerates Reverse Mortgage Loan Originator Success

SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced the expansion of its RV University (RVU) education and training program with the addition of a three-day Accelerated Loan Originator Training course available live each month at ReverseVision's San Diego training facility.

Launched in March, the live training course is specifically designed for loan originators and processors looking for quality Home Equity Conversion Mortgage (HECM) education and software training. Both front-line originators and managers will benefit from programming designed to accelerate the HECM origination process and position companies to achieve optimum results.

ReverseVision will offer the course on a monthly basis and is currently accepting enrollment for its May and June sessions. The three-day session covers all facets of HECM education, beginning with a primer on loan structure and regulatory guidelines on day one. Day two gives students hands-on practice preparing proposals and disclosures for various origination scenarios using ReverseVision technology. On the final day of the training, attendees learn compliant and successful sales methods for describing HECM loans to a range of borrowers and referral partners.

Mickey Cunningham, an experienced forward loan originator with Gateway Mortgage Group, is one of 11 students who attended the first Accelerated Loan Originator Training session in March. Gateway Mortgage Group is among the largest privately held mortgage bankers in the country.

"The HECM product is unlike any other loan product I've worked with during my 26-year career in mortgage," said Cunningham. "While it was great to test-drive ReverseVision's excellent technology, what really stood out for me was the incredible amount of loan education. Anyone who is going to originate HECM loans needs to have this kind of training."

Christina Harmes, assistant manager of C2 Financial's reverse mortgage division, also attended the session. C2 is the largest mortgage broker in California and second-largest broker in the United States.

"Reverse mortgages will be trending for some time thanks to rising interest rates and the size of the Baby Boomer generation. There's a real need for comprehensive training to help forward loan officers learn how to originate reverse mortgages," said Harmes. "In fact, that's why I enrolled in RVU - to evaluate whether the program could be used to help C2 as we train more forward loan officers to originate HECM products."

"I was really pleased by the amount of information geared toward HECM newcomers and the methodical way it was delivered," Harmes continued, "but what I didn't expect is that I would learn so much myself. As a professional who's closed many reverse mortgages, it was gratifying to receive definitive answers to some more advanced questions I've been wondering about for some time."

ReverseVision has offered 24/7 online training through its RVU platform for the last three years. RVU's online classes remain an affordable option for mortgage lenders seeking introductory and "refresher" HECM education. In addition, select courses qualify attendees to earn credits toward Nationwide Multi-State Licensing System (NMLS) and Certified Reverse Mortgage Professional (CRMP) continuing education requirements. The CRMP program, administered by the National Reverse Mortgage Lenders Association (NRMLA), is the highest industry credential for reverse mortgage professionals.

"Key regulatory changes have evolved the HECM significantly, which is why both new and experienced reverse mortgage professionals stand to benefit from hands-on training that addresses product knowledge, HECM selling techniques and the RV Exchange software," said Wendy Peel, vice president of sales and marketing at ReverseVision. "Normalizing this product so that more traditional lenders see HECMs as a natural addition to their product offerings will be key to our industry's continued growth and success."

To register for Accelerated Loan Originator Training or another RVU course, visit http://rvu.reversevision.com/.

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 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 the expansion of its RV University (RVU) education and training program with the addition of a three-day Accelerated Loan Originator Training course available live each month at ReverseVision's San Diego training facility.

PRMI Improves Mortgage QC Audit Efficiency Using Insight RDM from TRK Connection

SALT LAKE CITY, Utah /ScoopCloud/ -- TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced that Salt Lake City-based Primary Residential Mortgage, Inc. (PRMI) has experienced significant improvement in the efficiency of its mortgage quality control (QC) auditing process. PRMI was the first mortgage lender to leverage Insight Risk and Defect Management (RDM), TRK's flagship mortgage QC audit platform, for its in-house pre-funding and post-closing loan audits.

"PRMI has grown aggressively over the past two years, which has increased both our total origination volume and the total number of loans our QC department reviews," said Burton Embry, executive vice president and Chief Compliance Officer at PRMI. "Using Insight, we've been able to keep up with rising volume without having to increase our overhead."

"Insight is a leap forward in QC technology versus what's in the market today," he added. "The reason we reached out to TRK to begin with was because our evaluation of the other systems on the market found them to be lacking. None of them did everything that we wanted them to do. TRK has done an outstanding job of building Insight and making it do what we need to do in the QC process."

"Insight has helped PRMI develop a complete defect management platform, providing us the ability to not only audit files and track defects internally but also upload findings from the GSEs, VA, FHA, and investors. It's given us the ability to consolidate everyone's findings into a complete risk assessment, ultimately helping us to calibrate with others and trend all findings for true risk oversite," said Brandi Hume, vice president of quality assurance at PRMI. "In addition, the platform provides communicating tracking, allowing us to take findings back to the responsible party, monitor the corrective action steps and view any supporting documentation used to mitigate the issue."

Insight RDM is a web-based mortgage QC audit platform that enables lenders of all sizes to manage and minimize repurchase risk through effective, efficient QC auditing and reporting. Through Insight, QC personnel can create audit projects, sample loan populations, assign question checklists, and manage and remediate defect exceptions generated from the audit process. Furthermore, defects can be tracked, reported and trended through Insight's integrated business intelligence reporting engine Tableau, and users can create and assign action plans to proactively mitigate future risk.

"TRK was born from the idea that technology solutions need to be intuitive, empowering, user-friendly and, most importantly, useful," said Teri Sundh, CEO of TRK Connection. "We've worked closely with Burton and PRMI to refine Insight RDM so that it delivers the functionality mortgage QC professional needs to improve loan quality, and we are thrilled to see the system make such a positive impact on PRMI's QC operations."

About PRMI:
Headquartered in Salt Lake City, Utah, Primary Residential Mortgage, Inc. (PRMI) was founded in 1998 by Dave Zitting, Jeff Zitting and Steve Chapman. PRMI has grown to include Tom George, COO and Burton Embry, CCO in its executive team and evolved into a nationwide, multi-billion dollar operation with over 1,900 employees and nearly 250 branches. The company is licensed in 49 states and serves all segments of the market. PRMI is a privately held company that focuses primarily on traditional residential loan products. For information on PRMI, please visit http://www.PrimaryResidentialMortgage.com. PRMI is an Equal Housing Lender. NMLS #3094.

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.

TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced that Salt Lake City-based Primary Residential Mortgage, Inc. (PRMI) has experienced significant improvement in the efficiency of its mortgage quality control (QC) auditing process. PRMI was the first mortgage lender to leverage Insight Risk and Defect Management (RDM), TRK's flagship mortgage QC audit platform, for its in-house pre-funding and post-closing loan audits.

Greyling’s Gregg Bundschuh and Kent Collier to present at April 2017 Risk Management Conferences

WASHINGTON, D.C. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that managing principal Gregg Bundschuh and client executive and professional services risk consultant Kent Collier of Greyling Insurance Brokerage - a Division of EPIC, are among the featured risk management and insurance professionals presenting at two high profile events targeting the needs of large Construction and Design firms.

Greyling's Bundschuh will present at the exclusive EFCG CFO Conference for Engineering & Consulting Firms, taking place at the New York Yacht Club and Harvard Club on April 20 and 21, 2017. The event has been held annually for the past 16 years to educate invitees on the most important issues facing a CFO in the Construction and Design industry. Bundschuh will share his experience and knowledge on the increasing risks related to foreign and domestic terrorism, including cybercrime.

Collier will present at the American Bar Association Forum on Construction Law, being held in Washington, D.C. April 20 - 22, 2017. His session, "A Risky Proposition: The Ever Changing Role of Insurance in the Current Construction Climate - Need-to-Know Trends for In-House and Outside Counsel," will help attendees understand insurance coverage issues confronting owners, contractors and design professionals - including emerging risks impacting construction projects, such as cybercrime and terrorism.

About Gregg Bundschuh, J.D., Managing Principal, Greyling Insurance Brokerage - a Division of EPIC:

Gregg Bundschuh, J.D. is a co-founder and an equity partner of Greyling Insurance Brokerage. He is nationally recognized for his active role in addressing emerging issues that affect the construction, design, and development communities. He advises clients of the firm on their insurance programs and risk management strategies. He also provides guidance to industry organizations such as the Associated General Contractors of America (AGC), the American Institute of Architects (AIA), the American Council of Engineering Companies (ACEC), and the National Council of Architectural Registration Boards (NCARB). Bundschuh's unique perspective on risk and insurance issues reflects his background as a construction lawyer, a general counsel to an international design firm, and an insurance broker and risk consultant.

Bundschuh's experience includes design of customized insurance policies for risks associated with building information modeling (BIM) and integrated project delivery (IPD). He has developed insurance and risk management programs for domestic and international firms in a wide range of industries. In addition, he has spoken before dozens of national and international gatherings concerned with design, construction, risk management, and insurance matters. His publications include An Owners' Guide to Construction Risk Management & Insurance; the insurance chapter of the New York Construction Law Manual; and The Design/Build Deskbook.

Prior to Greyling, Bundschuh was a senior executive and leader of the Global Construction Practice with Marsh Inc. Before that, he had been general counsel for an international architecture and engineering firm and had practiced construction law with an Atlanta law firm. He is a member of the board of governors and a fellow of the American College of Construction Lawyers.

Bundschuh is a 1982 graduate of Wake Forest University and holds a law degree from the University of Georgia.

About Kent Collier, J.D., CRIS, Client Executive and Professional Services Risk Consultant, Greyling Insurance Brokerage - a Division of EPIC:

Kent W. Collier, J.D., CRIS, is Associate Client Manager at Greyling Insurance Brokerage. Collier provides day-to-day service to Greyling clients by identifying, addressing, and mitigating insurance and risk issues in the architecture, engineering, construction contracting and development, environmental, and legal service fields. He advises clients on professional liability claim recognition and reporting, and he helps clients manage claims, including periodic review of outstanding and past claims. He is also responsible for drafting and negotiating professional service contracts.

Collier performs risk management consulting for clients including preparation and presentation of educational seminars, compilation and analysis of risk surveys, recommendation of and coordination with legal counsel, and answering various client questions concerning legal, insurance, and risk issues impacting the construction and engineering industry. He has experience presenting continuing education training to staff regarding risk management, contract negotiation, and insurance.

Prior to joining Greyling, Collier was a practicing attorney for over 8 years at Sutherland Asbill & Brennan LLP in Atlanta, focusing on construction litigation and transactions. He represented architects, engineers, EPC and general contractors, owners, and specialty subcontractors in litigation across the country regarding issues such as insurance coverage, delay and lost productivity, construction defects, design errors and omissions, product liability, surety bonding, and lender liability on diverse projects including high-rise condominiums and hotels, casinos, power plants, industrial and chemical processing plants, civil and underground work, schools, and hospitals. He is a licensed attorney in Georgia, New York, and Florida, where he is a Board Certified Specialist in Construction Law. Collier was named as a "Rising Star" in Construction Litigation by Georgia Super Lawyers from 2012 through 2015.

Collier is a 2002 graduate of the University of Virginia and received his law degree in 2005 from Emory University. Collier is active in several industry organizations including the American Bar Association Forum on Construction Law and the American Council of Engineering Companies (ACEC). He is a LEED Accredited Professional in Building Design and Construction. Collier also holds the Construction Risk and Insurance Specialist (CRIS) designation from the International Risk Management Institute (IRMI).

About Greyling Insurance Brokerage - a Division of EPIC:

Greyling is designed for construction and design professionals. Our leadership includes attorneys, engineers, environmental experts, and risk specialists who are veterans of the insurance and construction industries. We take a proactive, multi-focal view of risk to help develop solutions that lower cost and minimize exposure. That's why the management at many of the world's leading construction and design firms -our clients- sleep well at night.

About EPIC Insurance Brokers & Consultants:

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has 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 roughly $280 million in run rate revenues, 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/.

About the EFCG CFO Conference for Engineering & Consulting Firms:

EFCG's CFO Conference has been held in early April over the last 16 years. This 1 1/2 day conference, held at the New York Yacht Club and Harvard Club, is intended to identify and provide insight into the most important issues facing a CFO in the "A/E/C" industry. Participation is limited to 150 and is by invitation only. To learn more about EFCG please visit http://www.efcg.com/

About the American Bar Association Forum on Construction Law:

The ABA Forum on Construction Law is the largest organization of Construction lawyers in the United States, and indeed in the world. The Forum's roughly 6,000 Members and Associates are drawn from all types of Construction practice - law firms large and small, solo practitioners, in-house and government counsel, as well as construction professionals and the public sector. Forum members represent all segments of the Construction industry: owners, developers, design professionals, contractors, subcontractors, suppliers, construction managers, lenders, insurers and sureties. Learn more here: http://www.americanbar.org/groups/construction_industry.html.

MEDIA CONTACTS:
Dave Hock, of EPIC
650-295-4608
dave.hock@epicbrokers.com

Nicole Conley
408-295-4309 x104
nicole.conley@taniscomm.com

EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that managing principal Gregg Bundschuh and client executive and professional services risk consultant Kent Collier of Greyling Insurance Brokerage - a Division of EPIC, are among the featured risk management and insurance professionals presenting at two high profile events targeting the needs of large Construction and Design firms.

Be Alert for a Job Offer You Can’t Refuse: ‘Unpaid Caregiver,’ Warns Long-Term Care Leader ACSIA Partners

KIRKLAND, Wash. /ScoopCloud/ -- "America faces a senior health crisis that is also an employment crisis," says Denise Gott, CEO of ACSIA Partners, one of the nation's largest long-term care insurance agencies.

In most U.S. households an out-of-the-blue "job offer" will suddenly appear.
* Urgently needed: caregiver.
* Duties: look after an aging family member 24/7.
* Pay: zero.

"This can be disruptive," says Gott, "but with good planning, it needn't be."

The demand for senior caregiving is huge. About 70% of those over 65 will need help with the activities of daily living at some point, according to the U.S. Department of Health and Human Services. "These activities are basic tasks we normally take for granted," says Gott. "Things like eating, moving around, bathing, and toileting."

In families with two or more seniors, the odds approach 100% that at least one will need caregiving services sooner or later. That creates millions of caregiving "jobs." Most go to unpaid family members or friends, and their ranks are legion.

According to the Bureau of Labor Statistics, over 40 million unpaid caregivers currently look after adults ages 65 and older. That's more than a quarter of the entire U.S. workforce. And new caregivers enter the ranks every year.

When these services are extensive, the toll on the caregiver can be great. According to a 2015 report from the National Alliance for Caregiving and AARP, heavy-duty caregivers (who often perform medical or nursing tasks without preparation) reported negative effects. A majority, 63%, said the intense caregiving made their own health worse.

"And when full-time caregiving also leads to quitting your job or reducing your work hours," says Gott, "financial stresses make matters worse."

When volunteer caregiving is more limited, it can be a different story. "The extent of caregiving seems key," observes Gott. "It would appear that some caregiving is OK and even enriching." She points to a Pew Research study revealing that most caregivers found caring for an older loved one rewarding.

"The right balance is vital," says Gott. "Supplying some care personally, and hiring professionals to supply the rest."

Appropriate services for family members include companionship; emotional support; handling paperwork such as paying bills; and assisting with some, but not all, activities of daily living.

Appropriate services for professionals include monitoring the loved-one during working hours; helping with activities of daily living when family cannot be present; and any assistance requiring medical or nursing skill.

To be in a position to pay for professional caregiving, Gott's organization recommends five options:
* Long-term care insurance
* Critical illness insurance
* Life insurance (with LTC rider)
* An annuity (with LTC rider)
* Savings, such as a tax-advantaged Health Savings Account.

"Our advisors are glad to walk anyone through these options, in person or by phone," says Gott.

About ACSIA Partners:

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.

"America faces a senior health crisis that is also an employment crisis," says Denise Gott, CEO of ACSIA Partners, one of the nation's largest long-term care insurance agencies. In most U.S. households an out-of-the-blue "job offer" will suddenly appear.

PCLender and Mortgage Capital Trading Integrate Solutions and Services

SAN DIEGO, Calif. /ScoopCloud/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that it has completed an integration between its secondary marketing solution and PCLender's loan origination system (LOS). The integration seamlessly transmits critical hedge pipeline data, saving time and enhancing information security.

Spence Killam, director of operations and principle at Millenium Home Mortgage, a long time user of MCT and PCLender, lauds the new integration stating: "The integration gives me confidence that my trader has the best data at hand to help ensure my hedge position and maximize my profitability. I am thrilled that my LOS and Hedge Firm proactively allocate resources to develop technology to provide us with better service."

The integration enables mutual lender clients to streamline an otherwise manual data transfer process, allowing them to pass and populate loan details from PCLender's LOS to MCT's hedge model. It reduces the risk of market movement and ensures the optimization of mutual clients' hedge positions.

"We are excited to offer this new integration to lenders that are utilizing our secondary marketing advisory services and PCLender's LOS," said Chris Anderson, chief administrative officer at MCT. "Developing integrations with mortgage technology platforms in order to provide the best service to our clients is paramount to MCT's mission."

Lionel Urban, chief executive officer of PCLender, LLC, supports this next-generation integration stating, "Standardizing data integrations is valuable to lenders because they can then focus their business analysts and IT resources on other projects. We believe MCT is a leader in the secondary marketing services and look forward to streamlining operations for our mutual customers."

About MCT:
Mortgage Capital Trading, Inc. (MCT) is a capital markets-focused risk management and advisory services company providing capital markets services and software to clients engaged in the secondary mortgage market. Founded in San Diego, California in May 2001, the company has expanded to include operations offices in Philadelphia, Dallas and Santa Rosa. 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 www.mct-trading.com or call (619) 543-5111.

About PCLender:
PCLender delivers simple, elegant, internet-based mortgage solutions for community banks, credit unions and mortgage bankers. With a proven record of providing immediate return on investment, PCLender is the most comprehensive SAAS solution available. Owned and operated by mortgage banking executives, PCLender collaborates closely with lenders to meet their needs in the constantly changing world of mortgage lending. For more information on PCLender, visit www.pclender.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 technology firm, announced that it has completed an integration between its secondary marketing solution and PCLender's loan origination system (LOS). The integration seamlessly transmits critical hedge pipeline data, saving time and enhancing information security.

The Capacity Group – an EPIC Company adds Jeanne Braun as President of Health Care Strategy Group

MAHWAH, N.J. /ScoopCloud/ -- Capacity Group of NY LLC (CGNY), a division of The Capacity Group - an EPIC Company and a retail property & casualty insurance brokerage and employee benefit consultant, announced today that Jeanne Braun has joined the firm as president of CGNY's newly established Health Care Strategy Group.

Braun will be responsible for new business development, program design and management and coverage placement. She will oversee CGNY's delivery of products, services and solutions to clients in the healthcare industry, in collaboration with EPIC teams serving healthcare professionals across the nation. Braun will report to Rob Salem, President of CGNY.

With a career spanning more than 25 years working in the medical professional liability sector, Braun has an extensive background in healthcare, both as a hospital administrator and an Executive Vice President of a medical professional liability insurance company where she developed specialty programs for hospitals, medical facilities and large doctor groups.

Said Braun, "As a part of EPIC Insurance Brokers and Consultants, The Capacity Group - already one of the largest privately-held insurance brokers in the country - now has access to the broad resources and global reach of a Top 20 U.S. retail insurance broker. Our combined organizations share similar beliefs and values, and understand the importance of comprehensive risk management support and client service excellence, particularly in view of the many changes continuing to impact the health care industry. This is an exciting time to be EPIC."

Jeanne Braun can be reached at:
Capacity Group of NY
jbraun@braunstrategies.com
516-277-8368

About The Capacity Group - an EPIC Company:

The Capacity Group - an EPIC Company offers an expansive range of standard and customized insurance and financial products, while providing superior customer service for all types of businesses, industries, and individuals. It has a diversified insurance distribution and product platform in Retail, Wholesale and Specialty Program business, as well as all types of personal, commercial, specialty and benefits lines of business.

Headquartered in Mahwah, N.J. the firm has grown organically and through a series of acquisitions and strategic partnerships to become one of the 100 largest insurance brokerage firms in the U.S. It is currently ranked number 39 by Business Insurance magazine, and is among the Top 25 privately held brokerage firms in the U.S. according to Insurance Journal Magazine. For additional information, please visit https://capcoverage.com/.

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 across California and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has more than 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 roughly $280 million in run rate revenues, 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/.

MEDIA CONTACTS:
Dave Hock, of EPIC
650-295-4608
dave.hock@epicbrokers.com

Nicole Conley
408-295-4309 x104
nicole.conley@taniscomm.com

*PHOTO for media: Send2Press.com/mediaboom/14-0417s2p-Jeanne-Braun-300dpi.jpg

Capacity Group of NY LLC (CGNY), a division of The Capacity Group - an EPIC Company and a retail property & casualty insurance brokerage and employee benefit consultant, announced today that Jeanne Braun has joined the firm as president of CGNY's newly established Health Care Strategy Group.

Twelve 11 Media Names Kristin Messerli Managing Editor of Mortgage Women Magazine

LAS VEGAS, Nev. /ScoopCloud/ -- Twelve 11 Media, the Publisher of "Mortgage Women Magazine" and "Mortgage Compliance Magazine," announced today that Kristin Messerli has been named Managing Editor of Mortgage Women Magazine. Kristin officially started on April 1, 2017 and the May-June 2017 issue of "Mortgage Women Magazine" will be the first issue produced under Kristin's leadership.

In her role as managing editor, Kristin will be responsible for leading and overseeing all editorial content of the magazine as well as being the magazine's spokesperson. Ben Slayton, publisher of "Mortgage Women Magazine" is thrilled to have Kristin to lead the magazine and to take it into a new direction with a new look and focus. She will continue to maintain the magazine's core mission of empowering women across the mortgage industry to maximize their potential and to enable them to take the best advantage of the opportunities placed before them.

Kristin is the founder of Cultural Outreach Solutions LLC, which is focused on providing effective methods to reach today's young and diverse homebuyers to mortgage and real estate companies. Since 2013, she has built a successful nationwide practice including training, digital marketing, analytics, and market education through numerous published articles and speeches. She has worked with over 50 lenders, including clients such as National Ml and lenders of all sizes in all lending channels.

Kristin is also a second-generation entrepreneur in the mortgage industry and holds over 13 years of experience working in the financial industry and international human relations. She is passionate about advancing homeownership in multi-cultural and underserved segments, as she understands that homeownership is the best way to empower communities to generate wealth and upward mobility.

Prior to Cultural Outreach Solutions, she was a social worker and community organizer in the Latino immigrant community. She later consulted for international social enterprises with former McKinsey consultants at the University of Oklahoma where she earned her Master's degree in Public Administration.

"Mortgage Women Magazine" and "Mortgage Compliance Magazine" are the only two publications in the U.S. Mortgage Industry that are 100 percent focused on Mortgage Women and Mortgage Compliance, two of the most important issues in the mortgage industry today.

About Mortgage Women Magazine:

Mortgage Women Magazine is the preeminent publication and resource for women in the mortgage industry by:

- Publishing quality, timely and relevant articles that are meaningful and helpful to its subscribers.

- Maintaining highly visible, knowledgeable and respected writers for the magazine.

- Providing business resources to our subscribers that will assist them in their everyday mortgage business responsibilities.

- Always keeping the magazine focused on its core subscribers' needs by providing a publication that is solely focused on the needs of women working in the mortgage industry.

- Strive to acquire advertisers that are reputable and that will provide services and/or products to our subscribers.

For more information visit: http://www.mortgagewomenmagazine.com/.

About Mortgage Compliance Magazine:

Mortgage Compliance Magazine is a monthly Digital publication that was conceived by one of the mortgage industry's well know compliance professionals. The idea was to create a magazine whereby it would focus its editorial content totally on the needs of the professionals that work in the Mortgage industry's Legal, Regulatory Compliance, Risk Management and Quality Assurance area of the mortgage banking business, including but not limited to the Federal and State Chartered Banks and Credit Unions and Mortgage Banking Firms through-out the country.

Mortgage Compliance Magazine is a free digital subscription. It is available to all of the mortgage industry's Legal, Regulatory Compliance, Risk Management and Quality Assurance professionals. For more information visit: http://www.mortgagecompliancemagazine.com/.

Twelve 11 Media, the Publisher of "Mortgage Women Magazine" and "Mortgage Compliance Magazine," announced today that Kristin Messerli has been named Managing Editor of Mortgage Women Magazine. Kristin officially started on April 1, 2017 and the May-June 2017 issue of "Mortgage Women Magazine" will be the first issue produced under Kristin's leadership.

EPIC’s Dan Houston to Present Best Practices on Data Breach Response at Georgia PRIMA’s Risk Management Conference

ATLANTA, Ga. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Senior Vice President of Enterprise Risk Management and Principal Dr. Dan Houston will present at Georgia Public Risk Management Association's (PRIMA) Annual Education Series on Wednesday, April 26 at 8:30 a.m. at the Savannah Civic Center in Savannah, Georgia.

The Georgia Chapter of PRIMA was established in 2004 to provide education, training and professional development opportunities for public sector risk management professionals in the state of Georgia. This EPIC sponsored event is an education-intensive multi-day seminar where members will learn, network and meet with private sector representatives from businesses offering services to the membership.

Houston will present alongside Vince Josaphs, Senior Vice President of INSUREtrust on "Best Practices On Data Breach Response: Test Your Cyber IQ."

Click here to view the full agenda: https://www.gaprima.org/insidepages/events/agenda.cfm?eventid=ED5A5E04-5056-8960-3ED1-225D4F9EE532.

About Daniel W. Houston, D.Div., ARM, Senior Vice President of Enterprise Risk Management and Principal, EPIC Insurance Brokers & Consultants:

Prior to joining EPIC in August 2006, Houston was Senior Vice President and Vice President/Producer with Marsh, Alexander & Alexander (Aon) and Willis/HRH. He has also served as Director of Risk Management and Insurance Worldwide for Hickory Springs Manufacturing Company and NCR Corporation. While working for NCR, he co-developed the first cyber insurance policy and risk management response.

Author of over 500 articles, texts and educational courses on risk management, insurance, analytics, contractual risk transfer, music, religion and law, Houston is the recipient of The Risk and Insurance Management Society, Inc.'s (RIMS) prestigious "Harry and Dorothy Goodell Award," and was named "2010 Insurance and Risk Management Professional of the Year."

He was recently featured in the Wall Street Journal and CNBC for his work with the endangered panda program. He is a member of and/or serves on a number of boards, notably the Next Generation Manufacturing (NGM), Japan-America Business Council, Federal Reserve Bank, Advanced Risk Management Panel, Defense Research Institute, Eisenhower (after his great uncle Dwight D. Eisenhower) Academy and is a founding member of the International Risk Management Federation in Helsinki, Finland.

About The Public Risk Management Association:

The Public Risk Management Association (PRIMA) is North America's largest risk management association dedicated solely to the practice of public entity risk management. For three decades, PRIMA has been dedicated to providing hard-hitting, practical education and training for public entity risk management practitioners like you.

There are more than 2,200 PRIMA member entities, of which 1,800 are local governments. These entities realize that membership provides the necessary tools and solutions needed in today's complex and changing risk management environment

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 roughly $280 million in run rate revenues, 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/.

MEDIA CONTACTS:
Dave Hock, of EPIC
650-295-4608
dave.hock@epicbrokers.com

Nicole Conley
408-295-4309 x104
nicole.conley@taniscomm.com

*PHOTO for media: Send2Press.com/mediaboom/17-0412s2p-dan-houston-300dpi.jpg

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Senior Vice President of Enterprise Risk Management and Principal Dr. Dan Houston will present at Georgia Public Risk Management Association's (PRIMA) Annual Education Series on Wednesday, April 26 at 8:30 a.m. at the Savannah Civic Center.

HousingWire Designates Quandis a 2017 HW TECH100 Mortgage Technology Vendor

RANCHO SANTA MARGARITA, Calif. /ScoopCloud/ -- Quandis, Inc., a leading default management mortgage technology provider, announced that it has been named a top 100 mortgage technology provider by HousingWire for 2017. The annual HW TECH100(TM) list honors the most innovative and progressive technology firms in the U.S. housing economy.

"The companies that make up the 2017 HW TECH100 are the cream of the crop of the entire housing industry, from real estate to mortgage lending, servicing, and investment," said HousingWire Senior Financial Reporter Ben Lane. "These companies aren't just taking part in the housing industry's technological revolution; they're leading it."

Quandis accomplished a number of different software advances that were instrumental in it earning a spot on the list. The company launched Quandis Court Connect (QCC), a sophisticated data service that effectively automates the much needed monitoring of state courts for business-critical case activity. In addition, Quandis developed a new solution to help organizations comply with new changes to the Military Lending Act (MLA).

Further, the company also made advances with its core workflow product, Quandis Business Objects (QBO), which is a highly configurable business rules and business process-driven solution. QBO arms organizations with industry-leading workflow technology that contains an integrated suite of web services for effectively managing enterprise-wide operations.

QBO is used by companies ranging from large-scale to small and mid-tier organizations. Users on the business side can easily author, configure and implement a myriad of different rules that automate numerous complex processes and workflows -- without the costly and time consuming assistance of IT.

"We are pleased to be lauded by HousingWire as an industry-leading vendor that is laser-focused on making the default servicing space in the mortgage industry more efficient," said Scott Stoddard, CEO of Quandis. "The enterprise-class solutions that we develop have and continue to solve so many different pain points for organizations. Our entire company is honored to be named to HousingWire's prestigious TECH100 list."

"The companies in the 2017 HW Tech100 cover the entire mortgage finance spectrum. There's hardly a corner of our industry that hasn't been transformed in some way, either by fintech startups focusing on a specific software need or legacy companies evolving to compete in the new environment," said HousingWire Magazine Editor Sarah Wheeler. "Now more than ever, these companies are delivering the innovation this industry needs to do its most important job: supporting the American Dream."

Quandis' solutions are utilized by servicers, to foreclosure attorneys, lenders, banks, GSEs outsourced service providers and agents and brokers, and other third party vendors.

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 www.quandis.com or call (949) 525-9000.

About HousingWire:
HousingWire is the nation's most influential industry news source covering the U.S. housing economy, spanning residential mortgage lending, servicing, investments, and real estate operations. The company's news, commentary, magazine content, industry directories, and events give more than one million industry professionals each year the insight they need to make better, more informed business decisions. Winner of numerous awards, including a 2012 Eddie Award for national editorial excellence in the B2B 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. Learn more at www.housingwire.com.

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

Quandis, Inc., a leading default management mortgage technology provider, announced that it has been named a top 100 mortgage technology provider by HousingWire for 2017. The annual HW TECH100(TM) list honors the most innovative and progressive technology firms in the U.S. housing economy.

Traffk Signs Contract with David Brown of CHEQS, LLC

LOS ANGELES, Calif. /ScoopCloud/ -- Traffk(TM) LLC is pleased to announce the addition of Mr. David Brown to the expanding Traffk team. Brown will fill the role of Market President, serving Traffk's payer and health solutions market.

Throughout his distinctive career in employee benefits, Brown has innovated, produced, consulted, and managed prominent northern California operations, including critical assignments with Aetna, Johnson & Higgins, ABD Insurance & Financial Services and Arthur J. Gallagher.

Brown's thought leadership and regional/national industry relationships have been nurtured for decades and have led to his service on the broker advisory panels for all major California health plans. He has also presented at numerous human resources and healthcare symposia.

"If you bear risk related to people's health and productivity, Traffk produces the data and insights to guide your critical business decisions, whether they be pricing, risk adjustment, underwriting, or care management," said Brown.

He added, "Today's market goals are simple and clear; reduce costs, improve quality, and enhance the user experience. Traffk's data integration and machine-learning capabilities create measurable decision advantages for those who decide to utilize the platform's intuitive and massive power."

Paul Ford, CEO of Traffk, commented, "The addition of Dave Brown to the Traffk marketing effort provides another seasoned industry endorsement of our technology and has already added to our accelerating growth. We are thrilled to have Dave's enthusiastic support of our product portfolio."

For more information, visit: https://www.traffk.com/ or http://cheqs.healthcare/.

About Traffk:

Traffk(TM) modernizes the insurance underwriting process with more accurate data insights and risk profiling, allowing risk-bearing companies or health plans to manage profitability, risk, market growth, cross-lines sales, marketing, product development and compliance. Its SaaS platform enables an organization to deploy data mining, analytics and rules automation to manage risk, pricing and utilization. Traffk's risk management platform is powered by insurance experts, data scientists, machine learning and client-specific experiences and data.

Traffk solutions provide the following benefits:
* Traffk collects, integrates, analyzes and transacts data on its SaaS platform, which is HIPAA-compliant and has passed numerous technology assessments and security platform reviews.
* Traffk transforms cloud data into actionable, dynamic, multi-variant indexes. Its predictive and responsive, insurance-optimized risk modification index and insights use clients' proprietary data, as well as its rich public information database and proprietary algorithms.
* Traffk indexes membership into risk profiles to enable efficient and dynamic pricing, risk reduction and underwriting.
* Traffk helps make data actionable, driving deeper understandings of client and/or consumer tendencies and decision characteristics.

Learn more about Traffk solutions at: https://www.traffk.com/solutions.

Traffk(TM) LLC is pleased to announce the addition of Mr. David Brown to the expanding Traffk team. Brown will fill the role of Market President, serving Traffk's payer and health solutions market. Traffk(TM) modernizes the insurance underwriting process with more accurate data insights and risk profiling, allowing risk-bearing companies or health plans to manage profitability.

HLP to Offer Automated Asset Verification through Partnership with AccountCheck by FormFree

BALTIMORE, Md. /ScoopCloud/ -- HLP today announced it will integrate FormFree's AccountChek(TM) automated asset verification service into its communication platform, making it easier for consumers and HUD-certified, nonprofit housing counselors to apply for loan modifications and other options to avoid foreclosure. The partnership will enable consumers and their advocates to verify assets and deposits faster and more accurately using AccountChek's ultra-secure, fully digital process.

HLP, the only nonprofit technology provider in residential mortgage finance, has helped more than 500,000 homeowners seeking to avoid foreclosure since its founding in 2009. HLP connects consumers, HUD-certified housing counselors, mortgage lenders, servicers, investors, attorneys and government agencies on a single platform to build solutions that help individuals and families achieve and sustain homeownership.

"This partnership will benefit homeowners in financial distress by streamlining loss mitigation processing and taking it to a new level of efficiency, reliability and security," said Cam Melchiorre, president and CEO of HLP. "AccountChek provides all the documentation servicers need to determine a consumer's ability to pay under a home retention workout - without the frustration of gathering statements or dealing with lost or incomplete paperwork."

AccountChek by FormFree is a cloud-based service that securely connects with virtually any financial institution to analyze consumer assets and deposits, delivering a safe and hassle-free verification experience for borrowers and greater purchase certainty for lenders and investors. FormFree is Fannie Mae's first designated vendor for asset verification through Desktop Underwriter(r) (DU(r)) as part of its Day 1 Certainty(TM) program, which offers enforcement relief from certain reps and warranties for validated loan components.

"We are proud to help consumers avoid the burden of foreclosure by making asset verification a more painless part of the loss mitigation process," said Brent Chandler, founder and CEO of FormFree. "Through this integration with HLP, consumers and their advocates can now enjoy the same benefits AccountChek already delivers to borrowers applying for a new mortgage."

About Hope LoanPort (HLP)

Created in 2009, HLP powered by RX Office is a nonprofit collaborative that connects counselors, advocates, mortgage lenders, servicers, investors, attorneys and government agencies to build solutions that help individuals and families achieve and sustain homeownership. HLP unifies the housing industry by encouraging stakeholders to share information with each other via its technology platform and collaborate to find solutions to help homeowners. To date, HLP has helped more than 500,000 homeowners during their time of need. For more information, visit https://www.hlp.org/.

About FormFree

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(TM), 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/.

HLP (Hope LoanPort) today announced it will integrate FormFree's AccountChek(TM) automated asset verification service into its communication platform, making it easier for consumers and HUD-certified, nonprofit housing counselors to apply for loan modifications and other options to avoid foreclosure.

DocMagic Achieves 42 Percent Growth in 2016

TORRANCE, Calif. /ScoopCloud/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, reported a 42 percent increase in revenue for 2016. The company credits its growth to the mortgage industry's demand for products that enable TRID compliance, eSignatures and eClosings. This is the second consecutive year that DocMagic's revenue has increased by roughly 40 percent.

"Lenders have been looking for ways to assure TRID compliance since 2015, and DocMagic's SmartCLOSE technology has become the industry's go-to solution," said Dominic Iannitti, president and CEO of DocMagic. "Our user base has grown quickly. A lot of existing DocMagic clients saw the value of SmartCLOSE(TM) immediately. It has also been an entry point for many of our new lender clients."

SmartCLOSE(TM) enables lenders to interface with settlement providers and other relevant parties in a secure portal to share, edit, validate, audit, track and collaborate on documents, data and fees. In the past two years, DocMagic has completed numerous key integrations between lenders using SmartCLOSE(TM), their loan origination systems, and new settlement service provider systems. More integrations are being developed for 2017.

"The number of eSignatures completed has increased significantly since launching SmartCLOSE and Total eClose," said Iannitti, referencing activity for eSignSystems, a division of DocMagic that provides digital transaction management and electronic storage systems. "Lenders appreciate that they can stay compliant while gaining the speed and convenience of a digital process."

DocMagic rolled out its Total eClose(TM) solution for end-to-end eClosings in Q4 2016. Total eClose(TM) is a single-source eClosing suite that contains all the components needed to facilitate a completely paperless digital closing - from start to finish - without any hard stops or papering out.

DocMagic anticipates its growth will continue in 2017. In February of this year, the company completed a successful pilot that enabled one of the country's largest warehouse lenders to accept and fund eNotes, a transition that Iannitti expects to become a major industry trend in the next 12 to 18 months.

"It's very simple - at DocMagic, we're dedicated to addressing the industry's needs and demands with the very best solutions on the market," said Iannitti. "That's been the foundation of our business since we started, and we're pleased to say that it remains the formula for our growth today."

DocMagic's growth plans include ongoing calibration of its infrastructure. To maintain its standard for high quality and service, the company added staff in nearly all functional areas, including senior software developers, project managers, implementation specialists, technical support representatives, integration staff and business development professionals.

About DocMagic:

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

DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, reported a 42 percent increase in revenue for 2016. The company credits its growth to the mortgage industry's demand for products that enable TRID compliance, eSignatures and eClosings. This is the second consecutive year that DocMagic's revenue has increased by roughly 40 percent.

Atlantic Coast Mortgage Chooses ReverseVision’s RVX Loan Origination Software for New HECM Division

SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Atlantic Coast Mortgage (ACM) has selected RV Exchange (RVX) loan origination software (LOS) to support its new home-equity conversion mortgage (HECM) division.

Founded in 2011 by mortgage industry veterans, ACM is a privately-held mortgage lender serving seven states in the Mid-Atlantic region. The company hired Senior Vice President Craig Minton, formerly of Bank of America and Wells Fargo, to establish a new HECM division with a special focus on the HECM for Purchase product. HECM for Purchase is an FHA-insured reverse mortgage program through which qualified borrowers can purchase a home with no required monthly mortgage payment.

"Whether it be to purchase a new home or refinance an existing home, the reverse mortgage loan is an excellent addition to ACM's portfolio of quality loan products that help borrowers achieve their financial and homeownership dreams," said Minton. "Our dedicated reverse mortgage consultants will work closely with our experienced team of traditional loan officers and real estate agent partners to serve the needs of our senior clients."

"Atlantic Coast Mortgage is a highly respected and growing regional lender, and we are delighted to facilitate their entry into the reverse mortgage business," said ReverseVision Vice President of Sales and Marketing Wendy Peel. "The ACM team will benefit from technology that supports the entire reverse mortgage process from end to end, and its customers will gain access to a home-equity option that opens new doors for purchasing a home or extending retirement income."

ReverseVision's RVX serves as a centralized exchange, connecting all participants in the lifecycle of a reverse mortgage by allowing them to log in to a single system to share documents and information for each part of the loan process, encompassing everything from point-of-sale, processing, underwriting, funding and post-closing to secondary marketing.

"RVX is a very user-friendly software, which is why it's the go-to technology for the reverse mortgage industry. My past experiences using RVX were incredibly positive, so it's the software I recommended we use at ACM," Minton said.

ReverseVision's Professional Services team traveled to ACM's Fairfax, Virginia, headquarters to oversee turnkey integration of RVX into ACM's origination software over the course of just two days.

ACM plans to grow its dedicated team of reverse mortgage consultants and is actively seeking loan officers with HECM origination experience.

"What sets us apart from most of our competitors is the level of service we deliver to senior clients," said Minton. "Our reverse mortgage consultants provide in-home consultations to each client so they can feel comfortable in their own setting while learning about the reverse mortgage loan program."

"Our senior population is healthier and as a result is living longer," Minton continued. "The biggest concern among seniors is not dying - it's running out of money. For many seniors, the reverse mortgage is a safe and effective strategy to assist in funding their retirement."

About ReverseVision:

Recognized as a Deloitte's 2015 Technology Fast 500(TM) Company, ReverseVision, Inc. is the leading software and technology provider for the reverse mortgage industry, offering products and services focused exclusively on reverse mortgages. More reverse mortgages are originated monthly using ReverseVision technology than all other reverse mortgage LOS combined. ReverseVision has partnered with some of the finest and fastest-growing lending organizations in the U.S. to provide the leading reverse mortgage technology to brokers, correspondents, lenders and investors.

ReverseVision is recognized as a driving innovator in the reverse mortgage industry. ReverseVision continues to improve its software with frequent new innovations and by building on pioneering capabilities in reverse mortgage interactive graphs, scenario analysis, multi-environment performance analysis and workflow in the origination process.

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

About Atlantic Coast Mortgage

Headquartered in Fairfax, Virginia, Atlantic Coast Mortgage (ACM) is a privately-held mortgage lender that has closed billions of dollars in loans for thousands of satisfied homebuyers in the Mid-Atlantic region since 2011. ACM's streamlined loan process provides all parties with real-time status updates and gets borrowers the loans they need significantly faster than larger institutions.

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

ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Atlantic Coast Mortgage (ACM) has selected RV Exchange (RVX) loan origination software (LOS) to support its new home-equity conversion mortgage (HECM) division.

EPIC’s Mark Millard and Michael Turk to present at 2017 Risk and Insurance Management Society (RIMS) Annual Conference

STAMFORD, Conn. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principals Mark Millard and Michael Turk are among the featured risk management and insurance professionals who will be presenting at the RIMS Annual Conference & Exhibition being held in Philadelphia, Pa. on April 23-26.

As the preeminent organization dedicated to advancing the practice of risk management, RIMS is a global not-for-profit organization representing more than 3,500 industrial, service, nonprofit, charitable and government entities throughout the world. Founded in 1950, RIMS brings networking, professional development and education opportunities to its membership of more than 11,000 risk management professionals who are located in more than 60 countries.

Millard will share his knowledge in two sessions:

Communication: Taking Your Insurance Risk Department to the C-Suite and Beyond (Session: CAD7/388) - April 25, 8:30 a.m. - 9:30 a.m.

Speakers: Mark Millard, Principal, EPIC Insurance Brokers & Consultants and Mike Tannenbaum, Founder & Managing Partner of Key Strategies, LLC.

Moving Towards Centralization: Taking Control of Your Global Insurance Risk Program (Session: ICM7/391) - April 25, 11 a.m. - 12 p.m.

Speakers: Mark Millard, Principal, EPIC Insurance Brokers & Consultants and Andreea Brezeanu, Manager, Ernst & Young

Turk shares his expertise in:

Choosing the Right Deductible and Retention Levels (Session: RIF4/405)
April 24, 3 - 4 p.m.

Speakers: Michael Turk, Principal, EPIC Insurance Brokers & Consultants and Chris Krepcho, Associate Director, Insurance Services, Florida League of Cities

A complete list of 2017 RIMS Conference sessions/events by day can be found here: https://www.rims.org/RIMS2017/Attendee/Pages/Sessions-Events-By-Day.aspx

About Mark Millard, principal, EPIC Insurance Brokers & Consultants:

Mark is a Principal in EPIC's complex risk group. Mark has near 20 years' experience in assisting clients with insurance risk management needs. He specializes in the design, management, and assessment of insurance risk management programs; including risk identification and analysis, risk transfer with the use of insurance products and alternative risk financing vehicles, insurance vendor management, and claims process and procedures.

Prior to joining EPIC, Mark was with Ernst & Young (EY) for 8 1/2 years where he was a senior manager in their Insurance Risk and Claims Practice based in New York. At EY, Mark led a team of risk professionals on countless Fortune 1000 and public entity insurance risk program assessments as well as numerous specialty projects for clients that included the development of an insurance purchasing framework; authoring a manual to negotiate insurance provisions in contracts; and M&A due diligence. In addition, Mark developed and led EY's initiative in cyber insurance risk advisory services.

Mark is a frequent speaker at industry seminars on topics that include cyber insurance, directors & officers exposure, merger & acquisition due diligence, process and controls development, internal audit assessment, transferring risk to the vendor, and insurance brokerage management.

About Michael Turk, principal, EPIC Insurance Brokers & Consultants:

Michael has over 30 years of diverse experience in the insurance and financial services industry, including roles in consulting, brokerage, underwriting, product development and insurance company management. For EPIC Michael manages complex property/casualty risk management and insurance programs for large clients. These services include risk assessments, risk management/insurance program reviews and structure design, insurance placement and strategic risk financing solutions including risk alternatives, such as captives and cat bonds.

Prior to joining EPIC, Michael was with JLT and Towers Watson where he provided consulting and brokerage services to both insurance companies and corporations in the areas of risk management, (re)insurance program design, Directors & Officers liability, alternative risk financing and enterprise risk management. Michael also held various positions with Centre Re, including Chief Operating Officer, where he was responsible for information technology, operational risk management, human resources and deal management and restructuring. Previously, Michael held the position of Director of Risk Management Services at GE Capital.

Michael has spoken at many conferences and seminars, is a contributing author of the first edition of the Essentials of Risk Financing and several other risk management publications, and previously was responsible for the Towers Watson annual survey of Directors & Officers liability insurance purchasing and claims trends.

Michael earned a B.B.A. in Risk and Insurance/Finance and an M.B.A. in Risk Management from the University of Wisconsin-Madison. He is a Chartered Property Casualty Underwriter (CPCU) and an Associate in Risk Management (ARM).

About EPIC Insurance Brokers & Consultants:

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has 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 roughly $280 million in run rate revenues, 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.

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

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principals Mark Millard and Michael Turk are among the featured risk management and insurance professionals who will be presenting at the RIMS Annual Conference & Exhibition being held in Philadelphia, Pa. on April 23-26.

Melyn Acasio Joins Bank of Southern California, N.A.

SAN DIEGO, Calif. /ScoopCloud/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that Melyn Acasio has joined the Bank as Vice President, Client Relationship Manager at the Del Mar Corporate office. She will primarily focus on building new client relationships for the bank.

Ms. Acasio brings with her over thirty years of experience in the financial industry, developing highly profitable banking relationships in San Diego. Most recently, Melyn held a similar role at Seacoast Commerce Bank in San Diego.

"We are excited to welcome Melyn to our growing team of bankers. Her expertise in building meaningful relationships with clients and her vast experience in the banking industry strengthens our mission of delivering banking solutions to clients with a high-level customer service and relationship banking approach," commented Tony DiVita, Executive Vice President and Chief Banking Officer. "The expansion of our San Diego team shows our continued commitment to serving the individuals, businesses, and professionals in our community," concluded DiVita.

About Bank of Southern California:

A growing community bank, established in 2001, Bank of Southern California, N.A., with headquarters in San Diego, Calif., is locally owned and managed, and offers a range of financial products to individuals, professional, and small-to-medium sized businesses.

The Bank's solution-driven, relationship-based approach to banking provides accessibility to decision makers and enhances value through strong partnerships with its clients. The Bank currently operates seven branches in San Diego and the Coachella Valley in Riverside County.

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

REF: OTC Pink: BCAL / OTCMKTS:BCAL / PINK:BCAL / OTC:BCAL

Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that Melyn Acasio has joined the Bank as Vice President, Client Relationship Manager at the Del Mar Corporate office. She will primarily focus on building new client relationships for the bank.

DocMagic Named to HW TECH100 List for the Fourth Straight Year

TORRANCE, Calif. /ScoopCloud/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that it was designated to HousingWire's HW100(TM) for the fourth year in a row. DocMagic was recognized for its contributions in loan document preparation, compliance, eSign and eDelivery solutions, which include its Total eClose(TM) solution for end-to-end eClosings that was launched in Q4 2016.

"It's rewarding to provide technology that is so respected and revered in our industry, not only by the companies we serve, but also by organizations like HousingWire," said Dominic Iannitti, president and CEO of DocMagic. "We take our position as an industry leader very seriously. Our innovation is part of our commitment to moving the industry forward. We are honored to once again be named to the HW TECH100 list."

"The companies that make up the 2017 HW TECH100 are the cream of the crop of the entire housing industry, from real estate to mortgage lending, servicing, and investment," said HousingWire Senior Financial Reporter Ben Lane. "These companies aren't just taking part in the housing industry's technological revolution; they're leading it."

HousingWire states that the mortgage industry is leveraging technology like never before, streamlining processes across the spectrum of lending, servicing, investing and real estate. The combination of regulatory pressure and consumer expectations have set a high standard for efficiency and transparency, requiring a significant investment of time, money and talent to hit the right notes for both.

"The companies in the 2017 HW Tech100 cover the entire mortgage finance spectrum. There's hardly a corner of our industry that hasn't been transformed in some way, either by Fintech startups focusing on a specific software need or legacy companies evolving to compete in the new environment," said HousingWire Magazine Editor Sarah Wheeler. "Now more than ever, these companies are delivering the innovation this industry needs to do its most important job: supporting the American Dream."

About DocMagic:

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

About HousingWire:

HousingWire is the nation's most influential industry news source covering the U.S. housing economy, spanning residential mortgage lending, servicing, investments, and real estate operations. The company's news, commentary, magazine content, industry directories, and events give more than one million industry professionals each year the insight they need to make better, more informed business decisions. Winner of numerous awards, including a 2012 Eddie Award for national editorial excellence in the B2B 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. Learn more at www.housingwire.com.

DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that it was designated to HousingWire's HW100(TM) for the fourth year in a row. DocMagic was recognized for its contributions in loan document preparation, compliance, eSign and eDelivery solutions.

HousingWire Names Mortgage Capital Trading a 2017 HW TECH100™ Technology Provider for the First Time

SAN DIEGO, Calif. /ScoopCloud/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that it was designated a top 100 mortgage technology firm by HousingWire for the first time ever. The annual HW TECH100(TM) is designed to recognize the most innovative technology companies in the U.S. housing economy.

"The companies that make up the 2017 HW TECH100(TM) are the cream of the crop of the entire housing industry, from real estate to mortgage lending, servicing, and investment," said HousingWire Senior Financial Reporter Ben Lane. "These companies aren't just taking part in the housing industry's technological revolution; they're leading it."

MCT has traditionally been known as a leading pipeline hedging advisory firm but over the years it has successfully transitioned into a company that offers both extensive risk management advisory services and leading secondary marketing technology. In 2014, MCT officially launched MCTlive!, an award-winning web-based secondary marketing platform that was built by secondary marketing people for secondary marketing people. MCTlive! has been instrumental in the company experiencing unprecedented growth over the last few years.

More than 100 lenders have gravitated toward leveraging MCTlive!, accelerating the company's strategic transition into a technology-driven secondary marketing advisory firm. Entire secondary marketing departments have since come to rely on MCTlive! to efficiently manage their capital markets functions.

"We're elated to be recognized by HousingWire as a top 100 mortgage technology firm," said Curtis Richins, president of MCT. "We have developed a very unique business model that couples our extensive range of advisory services with robust capital markets technology. This combination has positioned us to continue capturing market share and to engage larger and larger lenders."

HousingWire states that the mortgage industry is leveraging technology like never before, streamlining processes across the spectrum of lending, servicing, investing and real estate. The combination of regulatory pressure and consumer expectations have set a high standard for efficiency and transparency, requiring a significant investment of time, money and talent to hit the right notes for both.

"The companies in the 2017 HW TECH100 cover the entire mortgage finance spectrum. There's hardly a corner of our industry that hasn't been transformed in some way, either by fintech startups focusing on a specific software need or legacy companies evolving to compete in the new environment," said HousingWire Magazine Editor Sarah Wheeler. "Now more than ever, these companies are delivering the innovation this industry needs to do its most important job: supporting the American Dream."

About MCT:

Mortgage Capital Trading, Inc. (MCT) is a capital markets-focused risk management and advisory services company providing capital markets services and software 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, Santa Rosa, 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 www.mct-trading.com or call (619) 543-5111.

About HousingWire:

HousingWire is the nation's most influential industry news source covering the U.S. housing economy, spanning residential mortgage lending, servicing, investments, and real estate operations. The company's news, commentary, magazine content, industry directories, and events give more than one million industry professionals each year the insight they need to make better, more informed business decisions. Winner of numerous awards, including a 2012 Eddie Award for national editorial excellence in the B2B 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. Learn more at www.housingwire.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 technology firm, announced that it was designated a top 100 mortgage technology firm by HousingWire for the first time ever. The annual HW TECH100(TM) is designed to recognize the most innovative technology companies in the U.S. housing economy.

FormFree Founder Brent Chandler Named ‘Tech All-Star’ by Mortgage Bankers Association

ATLANTA, Ga. /ScoopCloud/ -- FormFree today announced that its Founder and President Brent Chandler was one of five mortgage technology innovators recognized by the Mortgage Bankers Association (MBA) in its 2017 MBA Insights Tech All-Stars award. The award, now in its 16th year, recognizes "industry leaders who have made outstanding contributions in mortgage technology."

In a statement, MBA Chairman Rodrigo Lopez, CMB, said, "Technology is critical to the growth of our industry and the success of our members' businesses. We have been fortunate to have a dedicated and diverse array of true innovators who continue to push the envelope and move our industry forward. MBA is honored to recognize the men and women making significant technological contributions to the real-estate finance industry."

Chandler was recognized for the rapid adoption of FormFree's flagship asset verification app AccountChek, which was the first of its kind and the first to be named a "designated vendor" for asset verification by Fannie Mae as part of the agency's Day 1 Certainty(TM) initiative.

"There can be no advancement without innovation, and to be recognized by the MBA as having contributed to the advancement of the mortgage industry is truly an honor," Chandler said. "Cultivating AccountChek from its infancy to its current status as the first asset verification solution selected to participate in Fannie Mae's Day 1 Certainty initiative makes me proud beyond belief, and I look forward to continuing to deliver innovative digital solutions to the mortgage industry to improve both loan quality as well as the overall borrower experience."

About FormFree:

Leading lenders trust Athens, Georgia-based FormFree to deliver automated verification solutions that streamline the loan origination process and provide better intelligence on borrowers' ability to repay. FormFree's flagship app, AccountChek(TM), eliminates the hassle of collecting paper statements from borrowers by using direct-access data untouched by human hands to consolidate, analyze and verify assets. Lender tested and GSE approved, AccountChek securely delivers automated asset verification data and on-demand reports to more than 200 leading U.S. lenders and their millions of customers. FormFree was named one of American Banker magazine's "Top 10 Tech Companies to Watch" in 2015.

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

FormFree today announced that its Founder and President Brent Chandler was one of five mortgage technology innovators recognized by the Mortgage Bankers Association (MBA) in its 2017 MBA Insights Tech All-Stars award. The award, now in its 16th year, recognizes "industry leaders who have made outstanding contributions in mortgage technology."

Simplifile VP Nancy Alley Honored as ‘Tech All-Star’ by Mortgage Bankers Association

PROVO, Utah /ScoopCloud/ -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced that Simplifile Vice President of Strategic Planning Nancy Alley was one of five mortgage technology innovators honored by the Mortgage Bankers Association (MBA) as a 2017 MBA Insights Tech All-Star. The award, now in its 16th year, recognizes "industry leaders who have made outstanding contributions in mortgage technology."

In a statement, MBA Chairman Rodrigo Lopez, CMB, said, "Technology is critical to the growth of our industry and the success of our members' businesses. We have been fortunate to have a dedicated and diverse array of true innovators who continue to push the envelope and move our industry forward. MBA is honored to recognize the men and women making significant technological contributions to the real-estate finance industry."

"My passion has always been to solve problems through technology. There is nothing more rewarding than being recognized for advancing a cause in which you truly believe," Alley said. "I'd like to express my sincere gratitude to the MBA for honoring my efforts in the realm of mortgage technology and my desire to continue to push the industry forward through the adoption of digital solutions."

Alley was recognized for her efforts to drive the advancement of digital mortgage solutions, including her work with industry organizations like MISMO, the MBA's Residential Technology (RESTECH) Forum, the Freddie Mac Vendor Advisory Board and the Fannie Mae-Freddie Mac joint Uniform Closing Dataset (UCD) Advisory Board.

"At her core, Nancy is a visionary, and her career-long effort to push electronic solutions has paid dividends in the four years she's been with Simplifile," said Simplifile President Paul Clifford. "Furthermore, Nancy has been an incredible innovator not just for Simplifile, but for the industry in general. Her in-depth knowledge of the industry has allowed her to strategically prescribe the alterations the mortgage industry needs to become efficient, transparent, and reputable. I can think of no other individual who deserves this honor more than her."

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.

*PHOTO for media: Send2Press.com/mediaboom/16-0907-nancy-alley-300dpi.jpg

Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced that Simplifile Vice President of Strategic Planning Nancy Alley was one of five mortgage technology innovators honored by the Mortgage Bankers Association (MBA) as a 2017 MBA Insights Tech All-Star.

Asset-Level Lease Accounting Webinar to be Hosted by LeaseAccelerator

GREAT FALLS, Va. /ScoopCloud/ -- LeaseAccelerator announced today that it will be hosting an educational webinar on Asset-level lease accounting and its role in implementing 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: Asset-Level Lease Accounting

Key Topics will include:
* Differences between asset-level versus contract-level lease accounting.
* Decisions, judgments and events at the start, middle, and end of the lease term.
* Tax accounting, management reporting and spend management benefits of an asset-level approach.
* Policies and controls required for accurate financial reporting and Sarbanes Oxley.
* Key considerations for implementing lease accounting systems and collecting data.

How: Educational webinar with audience Q&A.

Who: Bruce Conway, Vice President, Lease Accounting Technical Taskforce, and Michael Keeler, CEO of LeaseAccelerator.

When: Wednesday, March 29 at 1 p.m. Eastern (10 a.m. Pacific).

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

Cost: Free.

About LeaseAccelerator:
LeaseAccelerator offers the market-leading SaaS solution for Enterprise Lease Accounting, enabling compliance with SOX, SEC, and current and new FASB and IFRS standards. Using LeaseAccelerator's proprietary asset-based Global Lease Accounting Engine, customers can account for all categories of leases including real estate, fleet, IT, material handling 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 Asset-level lease accounting and its role in implementing 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.

Maxwell’s Mortgage Automation Experience Enhanced with The Work Number from Equifax

DENVER, Colo. /ScoopCloud/ -- Maxwell, the emerging leader of digital mortgage automation software, unveiled today a partnership with Equifax Inc., a global information solutions provider, that will provide Maxwell customers and their borrowers with a faster, more seamless experience, beginning with automated employment and income verification through its proprietary database, The Work Number(R) (TWN). Equifax is a launch partner for Maxwell's newly released "Connected Apps" platform built on its powerful API, enabling lenders to customize the experience for their borrowers.

The integration of TWN, the database of income and employment records from Equifax, will enable lenders to access employment and income verifications directly through Maxwell as well as enhance the borrower's loan application experience. TWN is the largest source for up-to-date employment data, providing access to 290 million payroll records from thousands of employers nationwide, including more than 80 percent of Fortune 500 companies.

"Our partnership with Maxwell affirms our commitment to accelerate innovation in mortgage origination," said Gaurav Khanna, general manager of Fraud, Mobile & FinTech partnerships at Equifax. "Lenders using Maxwell will benefit from greater speed of origination and confidence in the information being used for loan decisioning. As the partnership continues to evolve, our access to differentiated assets, advanced analytical tools, and technology will become essential to helping partners like Maxwell drive the mortgage industry forward."

Maxwell revolutionizes the way that mortgage lenders work with their clients to close a mortgage. Lending teams on Maxwell collaborate with homebuyers in an elegant digital workspace, on any device, with connectivity to thousands of data and lending resources. What's more, Maxwell's proprietary algorithms, built on its network of data aggregated across loans, will enable its lenders to move efficiently by delivering insights and workflow adjustments. Maxwell reports that loans on its platform close 22 days faster than the industry average.

"Profitability in the mortgage industry must first be driven by access to reliable data," said John Paasonen, CEO of Maxwell. "Our goal has always been to increase the efficiency of our customers by streamlining access to data for their front-line teams and their borrowers. This partnership with Equifax is a significant step to transform the way the industry originates loans -- most notably in speed, quality and satisfaction."

About Maxwell:
Maxwell empowers mortgage lenders to be more connected, productive and successful by intelligently automating their workflow with homebuyers and real estate agents. The platform is used by lenders nationwide to serve their customers. Founded in 2015, Maxwell has been named as one of the housing economy's most innovative companies by HousingWire, is a member of the Mortgage Bankers Association, and is proud to be built in Denver, Colorado. Learn more about Maxwell at https://www.himaxwell.com/.

Additional information:
Visit our website at: https://www.himaxwell.com/.
Read the Maxwell blog at blog.himaxwell.com.

Connect with Maxwell:
Like Maxwell on Facebook https://www.facebook.com/MaxwellHQ
Follow Maxwell on Twitter @ilovemaxwell and LinkedIn https://www.linkedin.com/company/6605907.

For more information, please contact the Maxwell press office at 888-256-6067 or meetmax@himaxwell.com.

*LOGO for media: Send2Press.com/mediaboom/16-1214s2p-maxwell-300dpi.jpg

Maxwell, the emerging leader of digital mortgage automation software, unveiled today a partnership with Equifax Inc., a global information solutions provider, that will provide Maxwell customers and their borrowers with a faster, more seamless experience, beginning with automated employment and income verification through its proprietary database, The Work Number(R) (TWN).

Phil McCall of ARMCO Wins Prestigious 2017 Tech All-Star Award from the Mortgage Banking Association

CHICAGO, Ill. /ScoopCloud/ -- National Technology Conference & Expo - ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced that Chief Operating Officer Phil McCall has won the Mortgage Banking Association's (MBA) 2017 Tech All-Star Award.

The MBA started the award in 2002 to recognize executives who have made significant technology innovations and contributions to the mortgage industry. Each year the award is given to a select group of highly successful mortgage technology leaders who, over time, have made major strides with various types of technology automation. There are only a handful of winners that win the coveted award each year. Mr. McCall is one of only five technology executives selected for this prestigious award in 2017.

"Technology is critical to the growth of our industry and the success of our members' businesses," said MBA Chairman Rodrigo Lopez, CMB. "We have been fortunate to have a dedicated and diverse array of true innovators who continue to push the envelope and move our industry forward. MBA is honored to recognize the men and women making significant technological contributions to the real-estate finance industry."

Mr. McCall has more than 20 years of executive-level experience in the mortgage industry. He is a seasoned expert in quality control, loan origination and underwriting, forensic loan auditing, mortgage fraud, loss and litigation, and real estate-based transactions. Notably, Mr. McCall has experience working both as a mortgage banker and a mortgage technology leader. This unique blend has been instrumental in helping him fully understand, work hands-on with and develop technologies that benefit the mortgage industry as a whole.

"Phil is a highly respected subject matter expert on the topic of loan quality control and compliance. He is also a proven developer and implementer of enterprise-class technology solutions that enable lenders and servicers to meet their organizational, GSE, CFPB and investor audit requirements," stated Avi Naider, chairman and chief executive officer at ARMCO. "We are excited that the MBA designated Phil to its Tech All-Stars list comprising highly accomplished mortgage technology executives. Phil has given a great deal back to the mortgage industry to help move it forward; this award is well-deserved and we congratulate Phil on his ongoing success."

Mr. McCall was the primary designer of ARMCO's ACES Analytics(R), the first mortgage quality control benchmarking platform in the industry, which aggregates anonymized data from many companies to produce industry benchmarks. The ACES Analytics benchmarks are published in ARMCO's Mortgage QC Quarterly Industry Trends Report. This groundbreaking report breaks down loan defects identified during the post-closing quality control process by utilizing the Fannie Mae loan defect taxonomy along with trending, detailed analysis and key benchmarking data.

"To win the MBA's Tech All-Star Award is an enormous honor for me and I'm humbled and flattered," stated Phil McCall, COO of ARMCO. "I've been a technologist and business person my entire career helping to develop and evangelize high-impact software. I'm elated to join the ranks of other winners who have done positive things for the mortgage industry."

About ARMCO:

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

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

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

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

National Technology Conference & Expo -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced that Chief Operating Officer Phil McCall has won the Mortgage Banking Association's (MBA) 2017 Tech All-Star Award.

Mortgage Automation Pioneer cloudvirga Raises $15 Million in Series B Funding

IRVINE, Calif. /ScoopCloud/ -- cloudvirga(SM), developer of the automated, cloud-based intelligent Mortgage Platform(R) (iMP), announced today it has raised $15 million in a series B funding round led by Incenter, a Blackstone Group portfolio company. The new funding will support cloudvirga as it scales its technology and expands its product offerings.

Cloudvirga's flagship mortgage point-of-sale (POS) system, the iMP empowers consumers to take the helm of a completely re-engineered mortgage workflow that automates the entire initial disclosures process and delivers unmatched transaction speed and efficiency to both borrowers and lenders. Central to cloudvirga's success is its ability to maintain strict regulatory compliance, reduce time to close and save lenders money by moving many traditional back-office tasks to the front of the loan process.

"Unprecedented mortgage regulation has exacerbated an already labor-intensive lending process and inconsistent consumer experience, making our solution more viable than ever," said Kyle Kamrooz, co-founder of cloudvirga. "We are thrilled to have the support of such a well-respected group of investors and look forward to continuing to shake up an antiquated industry process."

According to a key investor spokesperson, the mortgage industry is at a technological tipping point that is uniquely addressed by cloudvirga's innovation and enterprise solution. A fintech company at its core, cloudvirga launched its iMP in early 2016 and has since partnered with several mega and mid-tier lenders to process more than $15 billion in loans.

About cloudvirga(SM)
Cloudvirga is the company behind the cloud-based intelligent Mortgage Platform(R) (iMP) designed to streamline the mortgage process. The platform is digitizing the mortgage industry by leveraging data and deploying an automated workflow to reduce overall cost, increase transparency and shorten the time it takes to close a loan for both borrowers and lenders. Founded by Bill Dallas, Kyle Kamrooz and Mark Attaway, seasoned financial veterans with a proven track record of building mortgage-related technologies, cloudvirga is disrupting the antiquated mortgage industry.

For more information, visit http://www.cloudvirga.com/ or follow cloudvirga on LinkedIn at: https://www.linkedin.com/company-beta/7577062/.

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Cloudvirga(SM), developer of the automated, cloud-based intelligent Mortgage Platform(R) (iMP), announced today it has raised $15 million in a series B funding round led by Incenter, a Blackstone Group portfolio company. The new funding will support cloudvirga as it scales its technology and expands its product offerings.

EPIC Insurance’s Suzannah Gill and Carl Pilger to Present at SOAHR SHRM-Atlanta HR 2017 Conference

ATLANTA, Ga. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Benefits Strategy Consultant Suzannah Gill and Director of Employee Benefits Compliance Carl Pilger will present at SOAHR, SHRM-Atlanta's 27th Annual HR Conference, on Wednesday, March 29 at 2:40 p.m. at the Cobb Galleria Centre in Atlanta, Ga.

This event provides Atlanta HR professionals the opportunity to participate in cutting-edge educational content and create meaningful relationships with peers. In addition to two keynote presentations, the conference will feature dozens of education sessions touching on all of the major HR and talent management competencies.

Gill and Pilger will share their employee benefits consulting expertise in their presentation "Protecting Your Business in 2017 & Beyond: Employee Benefits Compliance."

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

About Suzannah Gill, benefits strategy consultant, EPIC:

Part of EPIC's employee benefits consulting team in Atlanta, benefits strategy consultant Suzannah Gill brings a broad spectrum of experience to EPIC. She was previously a senior associate and benefits consultant for a large Atlanta benefits consulting firm with a focus on strategic management and business development. Prior to that, Gill provided strategic benefits expertise to her clients as an ERISA attorney at a prominent Atlanta law firm, representing clients in both Employee Benefits & Executive Compensation matters.

Gill is a responsive and results-oriented benefits consultant, helping her clients understand and navigate the complexities of employee benefits, so they can focus on managing and growing their businesses. Additionally, her skill set further expands EPIC's legal expertise in employee benefits.

Gill earned a Bachelor of Science in Management with Marketing Certification, highest honor, from Georgia Tech and a Juris Doctor, cum laude, from the University of Georgia School of Law.

About Carl Pilger, director of employee benefits compliance, EPIC:

Carl Pilger has advised and represented businesses as an ERISA attorney for more than 20 years. Across his career he has focused exclusively on ERISA compliance, including representing his clients in DOL and IRS audits. As EPIC's Director of Employee Benefits Compliance Pilger continues to consult with and advise clients on ERISA and ACA compliance. Pilger is based in Duluth, Georgia and will report to John Gaffney, EPIC's Director, National Benefits Operations.

Prior to joining EPIC, Pilger served as Vice President, Legal Counsel with Digital Insurance where he spearheaded ERISA and ACA compliance initiatives. Previously, he held positions with three prominent Atlanta law firms including; Taylor English Duma, LLP, Miller & Martin, PLLC, and Fisher & Phillips, LLP.

Pilger is a well-known subject matter expert on the Affordable Care Act and he has traveled the country speaking to numerous industry groups regarding the law's complexities.

Pilger earned a Bachelor's degree in Journalism from Northwestern University, Medill School of Journalism and a Juris Doctorate degree from Northwestern University School of Law. He is a member of the Georgia Bar Association.

About SOAHR 2017:

SOAHR 2017 is SHRM-Atlanta's 27th Annual HR Conference that includes two days of education seminars.

Presentations will focus on increasing HR effectiveness, building leadership and business acumen, and providing solutions to challenges that fellow HR professionals have faced. SHRM-Atlanta's session offerings also mirror important competencies as defined by the SHRM Body of Competency & Knowledge (BoCK), with educational topics covering Business Acumen & Strategy, Employment Law & Legislation, Talent Acquisition & Retention, and Total Rewards.

There are over two dozen total sessions - all created and delivered by HR experts, two thought-provoking keynote sessions to infer new lessons, and the opportunity to earn up to 9 HRCI CEUs/SHRM PDCs.

About EPIC Insurance Brokers & Consultants:

EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a "Best Place to Work" in multiple regions and as a "Best Place to Work in the Insurance Industry" nationally.

EPIC now has 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 roughly $280 million in run rate revenues, 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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MEDIA CONTACTS:
Dave Hock, of EPIC
650-295-4608
dave.hock@epicbrokers.com

Nicole Conley
408-295-4309 x104
nicole.conley@taniscomm.com

EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Benefits Strategy Consultant Suzannah Gill and Director of Employee Benefits Compliance Carl Pilger will present at SOAHR, SHRM-Atlanta's 27th Annual HR Conference, on Wednesday, March 29 at 2:40 p.m. at the Cobb Galleria Centre in Atlanta, Ga.

Bank of England Mortgage Helps Customers Get More Out of Retirement with Home Equity Conversion Mortgages (HECM) and ReverseVision Technology

SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Bank of England (BOE) Mortgage, a nationwide mortgage lender based in England, Arkansas, has selected RV Exchange (RVX) loan origination software (LOS) to support its growing Home Equity Conversion Mortgage (HECM) division.

Branch Manager Chad Cavanaugh, who oversees the lender's HECM division from its Farmington Hills, Michigan location, said that implementing RVX will support BOE Mortgage as it grows the HECM division and expands availability of a home-equity product that is a boon for retirees. BOE Mortgage has been in business for 118 years and provides customers access to hundreds of mortgage products, including HECMs.

"A HECM loan can be a great solution for anyone over 62 who's on a fixed income, and more people are recognizing its value every day," Cavanaugh said. "With HECM, we can give our customers a way to keep their home and still enjoy the equity they've put into it. It's a great way to deepen our relationship with customers as they move into retirement."

Cavanaugh said the bank chose to work with ReverseVision because of its reputation as the industry standard and its smooth integration with other systems.

"RVX integrates easily with our other software, so salespeople and loan officers can all easily work together on the same file," said Cavanaugh. "Information only has to be entered once, and then RVX populates all relevant programs and documents. This makes our process more efficient and helps position us for some significant growth in the HECM arena."

RVX is ReverseVision's flagship product and serves clients as a centralized exchange that connects all participants in the lifecycle of a reverse mortgage - a model that is unique in the mortgage industry. By logging in to a single system, participants can work together on each part of the loan process, from point of sale, processing, underwriting, funding and post-closing to secondary marketing. In addition to a more efficient process, Bank of England will benefit from reduced document errors, heightened information security and shorter fulfillment timelines.

"We're delighted to partner with Bank of England in helping customers achieve a more well-rounded retirement portfolio through this home-equity product," said ReverseVision Vice President of Sales and Marketing Wendy Peel. "People 62 and older hold over $6 trillion in home equity in the U.S., making HECM origination not only an excellent business decision but also a smart customer relationship move to serve the bank's most valuable customers: baby boomers."

About Bank of England Mortgage:

With locations in 39 states and licensed to lend in all 50, Bank of England Mortgage has been meeting the needs of homebuyers since 1898. It operates as a division of Bank of England, a locally owned bank headquartered in England, Arkansas, that prides itself on providing clients the expertise and services traditionally offered by the largest financial institutions in the country - but with the integrity of a community bank. BOE Mortgage focuses on helping clients find home loan and refinancing options that fit their needs and lifestyle. More than 1,000 employees in 93 locations offer the most comprehensive selection of mortgage and refinance options on the market.

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 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 Bank of England (BOE) Mortgage, a nationwide mortgage lender based in England, Arkansas, has selected RV Exchange (RVX) loan origination software (LOS) to support its growing Home Equity Conversion Mortgage (HECM) division.

Cloudvirga Introduces AccountChek Automated Asset Verification into Its intelligent Mortgage Platform

ATLANTA, Ga. /ScoopCloud/ -- FormFree today announced that cloudvirga(SM), developer of the automated, cloud-based intelligent Mortgage Platform(R) (iMP), has selected AccountChek(TM) for automated asset verification. Cloudvirga's custom integration of AccountChek into the iMP collects borrower account information early in the loan application process and offers a seamless asset verification experience unlike any other mortgage point-of-sale (POS) system in the marketplace today.

"Cloudvirga is re-engineering the mortgage workflow with a relentless focus on increasing efficiency and driving down the cost of lending," said Kyle Kamrooz, co-founder of cloudvirga. "Our partnership with AccountChek by FormFree exemplifies how cloudvirga delivers on the promise of true automation."

A next-generation mortgage POS system, the iMP takes consumer empowerment way beyond the typical digital loan application while automating the entire initial disclosures process for loan officers and consumers in all 50 states. The POS gives consumers and loan officers an automated, intuitive and compliant workflow while moving many traditional back-office tasks to the front of the loan process.

FormFree's flagship app, AccountChek allows borrowers to securely link asset and deposit data from virtually any financial institution. Within seconds, lenders receive detailed analysis on the borrower's ability to repay. Trusted by hundreds of lenders and hundreds of thousands of borrowers, AccountChek was the first provider of asset verification to participate in Fannie Mae's Day 1 Certainty(TM) initiative.

"AccountChek is a perfect fit for the intelligent Mortgage Platform, not just because we're the most trusted name in asset verification, but also because we share cloudvirga's vision of a more modern and efficient way of lending," said Brent Chandler, chief executive officer and founder of FormFree. "By not only collecting but applying sophisticated analysis to borrower data, AccountChek completely eliminates the need for back-office verification."

About cloudvirga(SM):

Cloudvirga is the company behind the cloud-based intelligent Mortgage Platform(R) (iMP) designed to streamline the mortgage process. The platform is digitizing the mortgage industry by deploying an automated workflow to reduce overall cost, increase transparency and shorten the time it takes to close a loan for both borrowers and lenders. Founded by Bill Dallas, Kyle Kamroo, and Mark Attaway, seasoned financial veterans with a proven track record of building mortgage-related technologies, cloudvirga is disrupting the antiquated mortgage industry.

For more information, visit http://www.cloudvirga.com/ or follow cloudvirga on LinkedIn at https://www.linkedin.com/company-beta/7577062/.

About FormFree:

Leading lenders trust Athens, Georgia-based FormFree to deliver automated verification solutions that streamline the loan origination process and provide better intelligence on borrowers' ability to repay. FormFree's flagship app, AccountChek(TM), eliminates the hassle of collecting paper statements from borrowers by using direct-access data untouched by human hands to consolidate, analyze and verify assets. Lender tested and GSE approved, AccountChek securely delivers automated asset verification data and on-demand reports to more than 200 leading U.S. lenders and their millions of customers. FormFree was named one of American Banker magazine's "Top 10 Tech Companies to Watch" in 2015.

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

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FormFree today announced that cloudvirga(SM), developer of the automated, cloud-based intelligent Mortgage Platform(R) (iMP), has selected AccountChek(TM) for automated asset verification. Cloudvirga's custom integration of AccountChek into the iMP collects borrower account information early in the loan application process and offers a seamless asset verification experience.

LBA Ware Adds Matthew Marshall as Solutions Consultant

MACON, Ga. /ScoopCloud/ -- LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced it has hired Matthew Marshall as a solutions consultant to support the firm's sales efforts. In this role, Marshall will be responsible for articulating the value proposition of LBA Ware's solutions through preparing and delivering technical presentations to clients and prospects, while also collaborating with the sales team to understand customer requirements and provide support where needed.

"The demand from mortgage lenders for solutions that facilitate the efficient assembly and organization of data and eliminate redundant, manual, and inefficient processes has steadily increased," said Lori Brewer, founder of LBA Ware. "Matthew Marshall's deep background in project management and FinTech solutions makes him uniquely qualified to help LBA Ware manage its next stage of growth."

Before joining LBA Ware, Marshall served as a project manager and strategic business advisor for Q2ebanking, a leading provider of secure, cloud-based digital banking solutions for community-focused financial institutions (FIs). While at Q2ebanking, Marshall was responsible for developing readiness and execution plans for FIs undergoing online banking system and core conversions, as well as the installation and upgrading of Q2ebanking's digital banking products. Marshall is also a veteran of the United States Army, serving first as an enlisted combat medic and later as an infantry officer.

"I've followed LBA Ware since moving to central Georgia and am excited to have an opportunity to continue my career in financial technology with such a reputable and progressive company. LBA Ware's reputation and operating culture are second to none," Marshall said.

Marshall received his Bachelor of Arts degree in Administration of Justice and Spanish from the University of Southern Mississippi and his Masters of Business Administration in Finance from the American Military University.

About LBA Ware:
Founded in 2008 and headquartered in Macon, Ga., LBA Ware is a leading provider of mortgage and retail banking technology solutions. With over 25 lending-oriented applications still in operation today, LBA Ware provides cutting edge solutions that leverage automation and system integration to ease the pain points of repetitive manual workflow, empowering lenders to maximize productivity and operational efficiency.

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

LBA Ware, a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced it has hired Matthew Marshall as a solutions consultant to support the firm's sales efforts. In this role, Marshall will be responsible for articulating the value proposition of LBA Ware's solutions.

Qualia Now Integrated with FNTG’s AgentTRAX System for Title Services

SAN FRANCISCO, Calif. /ScoopCloud/ -- Qualia, the fastest growing provider of title settlement software, announced it has integrated the agentTRAX portal from Fidelity National Title Group (FNTG) into its settlement platform. Through this integration, Chicago Title, Commonwealth Land Title and Fidelity National Title agents can issue Closing Protection Letters (CPLs) and generate policy jackets directly through the Qualia system. In addition, the integration allows agents to auto report gross premiums to FNTG's accounting department, leading to fewer errors while increasing efficiency.

"Switching between multiple systems to conduct title work is not just inefficient; it's unnecessary. That's why Qualia has made the commitment to integrating with title providers like the Fidelity National Title Group," said Nate Baker, CEO of Qualia. "The integration with agentTRAX enables Qualia title agents to conduct all of their title work without ever leaving the system, saving them both time and money."

"At Fidelity, we take pride in providing our customers with the best possible service, support and resources," said Linda Grahovec at FNTG Agency Operations. "Integrating agentTRAX with Qualia allows us to deliver a more streamlined process for our title agents where agents can access FNTG's industry-leading title services without ever leaving their system of record."

About Fidelity National Title Group:

Fidelity National Financial, Inc. (NYSE:FNF). FNF is a leading provider of title insurance, technology and transaction services to the real estate and mortgage industries. FNF is the nation's largest title insurance company through its title insurance underwriters - Fidelity National Title, Chicago Title, Commonwealth Land Title, Alamo Title and National Title of New York - that collectively issue more title insurance policies than any other title company in the United States.

FNF also provides industry-leading mortgage technology solutions and transaction services, including MSP(r), the leading residential mortgage servicing technology platform in the U.S., through its majority-owned subsidiaries, Black Knight Financial Services, LLC and ServiceLink Holdings, LLC.

More information about FNF can be found at http://www.fnf.com/ and additional FNTG Agency support and resources are located at https://www.nationalagency.fntg.com/.

About Qualia:

For title settlement professionals, Qualia provides an all-in-one solution for more efficient and seamless closings. The fastest growing software on the market, Qualia's automated task management, real-time reporting, and best-in-class integrations save title companies thousands of dollars in labor and software costs every year. Qualia's incredible ease-of-use and industry-leading support allows new users to learn Qualia in virtually no time. To learn more about how Qualia can save users time and money, sign up at https://www.qualia.com/demo or call 855-441-5498.

Qualia, the fastest growing provider of title settlement software, announced it has integrated the agentTRAX portal from Fidelity National Title Group (FNTG) into its settlement platform. Through this integration, Chicago Title, Commonwealth Land Title and Fidelity National Title agents can issue Closing Protection Letters (CPLs) and generate policy jackets directly through the Qualia system.

EPIC’s Chuck Simpson to Speak at Distribution Contractors Association’s Annual Safety Congress

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 speak at Distribution Contractors Association's (DCA) Annual Safety Congress on Wednesday, March 29 at 8:30 a.m. at Hotel Monteleone in New Orleans, La.

The 22nd Annual Safety Congress is an annual gathering of safety directors representing distribution construction companies. It serves as an opportunity for attendees to improve their management skills and to network with other safety professionals from across the country. The two-day conference features speakers, trainers and discussion groups focusing on important safety solutions.

Simpson will share his knowledge on "How to Improve HSE Inspections & Hazard Recognition" and attendees will have the opportunity to further discuss the topic in interactive round table discussions.

Click here to view the full agenda: http://www.dcaweb.org/Events/SAFETYCONGRESS/Registerforthe2017SafetyCongress.aspx.

About Chuck Simpson, Senior Risk Control Consultant:

Simpson is a health and safety professional with more than 30 years of experience helping companies develop and implement risk management systems in a variety of 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 Distribution Contractors Association's Annual Safety Congress:

The DCA Safety Congress is an annual gathering of safety directors representing distribution construction companies. It serves as an opportunity for attendees to improve their management skills and to network with other safety professionals from across the country. The two-day conference features speakers, trainers and discussion groups focusing on important safety solutions.

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 13,000 clients.

With roughly $280 million in run rate revenues, 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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MEDIA CONTACTS:
Dave Hock, of EPIC
650-295-4608
dave.hock@epicbrokers.com

Nicole Conley
408-295-4309 x104
nicole.conley@taniscomm.com

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 speak at Distribution Contractors Association's (DCA) Annual Safety Congress on Wednesday, March 29 at 8:30 a.m. at Hotel Monteleone in New Orleans, La.

Lender Price to Unveil the Lender Price Marketplace at 2017 NAMB East Association of Mortgage Professionals Convention

PASADENA, Calif. /ScoopCloud/ -- Lender Price, the emerging leader in real-time, competitive mortgage analytics and product pricing & eligibility (PPE) solutions announced today that it is launching the Lender Price Marketplace at the 2017 NAMB East Association of Mortgage Professionals Convention exhibit in Atlanta, Georgia on March 16 - 18.

The Lender Price Marketplace delivers real-time wholesale lender pricing to any smartphone, tablet, or computer and is available to all licensed mortgage Brokers and their mortgage loan originators (MLOs). The initial launch of Lender Price Marketplace includes a great mix of top wholesale lenders leading the way to a more efficient mortgage ecosystem.

"Lender Price Marketplace ushers the mortgage industry into a new era of financial technology. The Marketplace delivers accurate pricing and eligibility to all mortgage industry stakeholders on all devices," said Lender Price founder and CEO Dawar Alimi. "We are committed to advancing the availability of best-in-class technology to the entire industry, from the individual originator to the largest banks and TPO investors."

Sign up today for instant access at http://lenderprice.com/marketplace/.

Wholesale lenders interested in joining the Marketplace can call Lender Price Business Development at 626-486-0171 or email sales@lenderprice.com

The Lender Price NAMB East Convention exhibit will be at Booth 411 in the International Ballroom.

About Lender Price:

Lender Price is a California-based big data technology innovator and developer of a real-time, competitive mortgage analytics and pricing & product eligibility (PPE) platform complete with full mobile functionality and unprecedented business intelligence. With Lender Price, wholesale and correspondent lenders, banks, and credit unions can knowledgeably manage product pricing for all mortgage types: conforming, non-conforming, non-QM, and specialty loans. The PPE platform delivers innovative features that include: built-in compliance checks, capital market tools, margin management, lock desk, customized workflows and mobile functionality.

Lender Price allows lenders to focus on what they do best by removing the burden of technology development and management. For more information, visit http://lenderprice.com/ or send email to: Contact@LenderPrice.com.

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Lender Price, the emerging leader in real-time, competitive mortgage analytics and product pricing & eligibility (PPE) solutions announced today that it is launching the Lender Price Marketplace at the 2017 NAMB East Association of Mortgage Professionals Convention exhibit in Atlanta, Georgia on March 16 - 18.

It’s Tax Time, and Millions Could Miss Sizeable Deductions for Long-Term Care Insurance, ACSIA Partners Says

KIRKLAND, Wash. /ScoopCloud/ -- If you're considering long-term care insurance, or already have a policy, "Tax time is a good time to look for help from Uncle Sam," says Denise Gott, CEO of ACSIA Partners, one of the nation's largest long-term care insurance agencies. "And the help you get could be more than negligible."

Possible deductions range from hundreds to thousands of dollars per year, Gott points out. "Millions may qualify, but will lose out if they fail to apply."

For the taxable year beginning in 2016, the limitations under Section 213(d)(10) of the IRS tax code, regarding eligible long-term care premiums includible in the term "medical care," are as follows:

Attained Age Before Close of 2016 Taxable Year / Limitation on Premiums:
* 40 or less: $390
* More than 40 but not more than 50: $730
* More than 50 but not more than 60 $1,460
* More than 60 but not more than 70: $3,900
* More than 70: $4,870

"If you're covered now," says Gott, "you should be sure to claim what's coming to you. And if you're considering a policy, why not get it while tax savings are on your mind?"

For 2017 the limitations are about 5% higher than in 2016:

Attained Age Before Close of 2017 Taxable Year / Limitation on Premiums:
* 40 or less: $410
* More than 40 but not more than 50: $770
* More than 50 but not more than 60 $1,530
* More than 60 but not more than 70: $4,090
* More than 70: $5,110

"The limits have been increasing every year," says Gott. "What's more, they apply to every covered individual in a household. For example, a qualifying husband and wife filing jointly could deduct up to $7,800 for 2016, and up to $10,220 for 2017; and so on for as long as the legislation remains in force."

The original idea was to encourage Americans to protect themselves, according to Gott, "and we believe the Trump administration will support this philosophy going forward."

ACSIA Partners has hundreds of long-term care specialists in all parts of the country. "During tax season," says Gott, "they're glad to talk with consumers and financial advisors about policy costs and tax adjustments. They do not give tax advice, but can help explain the tax incentives. For tax advice, people need to consult their tax professional."

ACSIA Partners LLC -- http://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.

If you're considering long-term care insurance, or already have a policy, "Tax time is a good time to look for help from Uncle Sam," says Denise Gott, CEO of ACSIA Partners, one of the nation's largest long-term care insurance agencies. "And the help you get could be more than negligible."