Category Archives: Finance

EPIC Adds Melissa Delaney as Senior Vice President – Private Client Solutions

NEW YORK, N.Y. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Melissa Delaney has joined the firm as a senior vice president in their Private Client Solutions Specialty Group.

Delaney will be responsible for client relations, management and production for EPIC's Northeast Region Private Client Solutions team. She will be based in the firm's New York City office and report to Craig de Gruchy, Managing Principal of EPIC.

"We are very excited to have a professional of Melissa's caliber join our group," said Craig de Gruchy. "Her background and experience, personal risk management expertise and leadership skills will materially contribute to EPIC's Northeast Region Private Client Solutions team."

Delaney joins EPIC from HUB International, where she served as team leader in their Private Client Services division and was responsible for developing and maintaining risk management and personal insurance solutions for high-net-worth individuals and families.

Prior to this, Delaney was an assistant vice president responsible for business development and sales at Gallagher Bollinger Insurance. Delaney began her insurance career as a Customer Service Representative for Chubb & Son.

Delaney is a graduate of Seton Hall University in South Orange, New Jersey, where she earned a Bachelor of Arts degree in Business Administration and Communications. She is a licensed property and casualty producer in both New York and New Jersey.

Melissa Delaney can be reached at:
EPIC Insurance Brokers and Consultants
295 Madison Avenue - 38th Floor, New York, NY 10017
melissa.delaney@epicbrokers.com
646-455-9561

About EPIC:

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

EPIC now has more than 850 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 more than $250 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Supported by the Carlyle Group, the company continues to expand organically and through strategic acquisitions across the country.

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

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EPIC Insurance Brokers and Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Melissa Delaney has joined the firm as a senior vice president in their Private Client Solutions Specialty Group. Delaney will be responsible for client relations, management and production for EPIC's Northeast Region Private Client Solutions team.

Mortgage Banking Expert Rob Chrisman to Address Special Session at RV UserCon 2017

SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision, Inc., the leading provider of software and technology for the reverse mortgage industry, today announced that mortgage industry expert Rob Chrisman will address attendees of RV UserCon 2017 as a special session speaker on February 9 in San Diego.

According to Chrisman, market conditions are ripe for traditional "forward" lenders to consider adding new products, including reverse mortgages, to their portfolios.

"At times like this, with rising interest rates beginning to squeeze volumes and profit margins, mortgage companies are turning their attention to product diversification," Chrisman said. "At the same time, 10,000 Americans turn 62 every day. Demographics like that are hard to ignore. Mortgage managers need to take a look at reverse mortages that serve this population alongside ARMs, jumbo loans, non-QM lending and other products they are considering adding to their mix."

"Rob is one of the mortgage banking industry's most esteemed voices. We are thrilled to bring his perspective and decades of experience in forward lending to our conference attendees," said ReverseVision Vice President of Sales and Marketing Wendy Peel.

Chrisman's session, part of ReverseVision's second annual user conference held February 8-10 at the San Diego Hilton Resort and Spa, will address common questions traditional lenders have about the reverse mortgage business, how new lenders entering the space could benefit reverse professionals and the potential affects these lenders may have on the industry in 2017.

"Lenders' chief concerns are how the product helps their customers and how to profitably originate reverse mortgages in a compliant manner that doesn't subject them to public or regulatory scrutiny," said Chrisman. "As mortgage banker portfolio managers consider this product, they need to understand that traditional measures of forward lending don't really apply. With reverse mortgages, three or four loans a month can be a great month for a loan officer. It's all about the margins."

What that means, according to Peel, is that it's relatively easy, from a technology and training perspective, for a traditional lender to improve its bottom line by creating a reverse marketing division with just a few loan officers specializing in the product.

"Traditional mortgage bankers have a rich database of potential HECM clients. By partnering with experienced reverse mortgage lenders, they can tap into that potential and easily jumpstart a revenue center," said Peel.
A residential lending professional with over 30 years of experience, Chrisman is publisher of Daily Mortgage News and Commentary ( http://www.robchrisman.com/ ). Chrisman's commentary, delivered daily as an email newsletter to 50,000 subscribers, is informed by his experience as president of OnCall Mortgage, later acquired by Wells Fargo. He also served as director of secondary marketing for CMG Mortgage and director of capital markets for RPM Mortgage.
Chrisman serves on the boards of AXIS Appraisal Management Solutions, Peoples Bank, Inheritance Funding Corporation, International City Mortgage and the California Mortgage Bankers Association.

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/.

ReverseVision, Inc., the leading provider of software and technology for the reverse mortgage industry, today announced that mortgage industry expert Rob Chrisman will address attendees of RV UserCon 2017 as a special session speaker on February 9 in San Diego.

Four New Counties Adopt Simplifile as Wyoming Authorizes E-recording Statewide

PROVO, Utah /ScoopCloud/ -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that four new Wyoming counties have joined Simplifile's e-recording network following the January 1 passage of a law authorizing e-recording statewide.

In March 2016, Wyoming legislators approved a bill that empowers county clerks throughout the state to accept electronic recordings of deeds, mortgages, conveyances, and other similar documents in accordance with the Uniform Real Property Electronic Recording Act (URPERA). Wyoming joins 30 other U.S. states, the U.S. Virgin Islands, and the District of Columbia in adopting URPERA.

The bill, which went into effect January 1, 2017, paves the way for county recorders and settlement agents to eliminate expenses associated with paper recording and work more quickly and efficiently by automating document examination, fee collection, image retention, and data processing.

"This is a terrific development for Wyoming settlement agents and county recorders, who have long expressed an interest in modernizing their recording processes," said Paul Clifford, president of Simplifile. "We're ready to help additional counties get up and running - a process that usually takes only days - so they can take advantage of e-recording's significant time- and cost-savings."

Two Wyoming counties, Converse and Sweetwater, began accepting e-recorded documents in 2011 under the assumption the state would eventually adopt URPERA. Earlier this week, Fremont, Lincoln, Teton, and Weston counties became the first new Wyoming jurisdictions to begin e-recording with Simplifile following URPERA adoption. Simplifile expects additional Wyoming counties will join its e-recording network, the nation's largest, in the coming months.

Simplifile's e-recording service is available in 43% of U.S. counties. Through Simplifile, settlement agents can scan and submit land records directly to any of the 1,559 participating county recording offices. In just minutes, the county recorder can review, stamp, record, and return documents to the settlement agent electronically. In addition, recording fees and associated payments can be processed directly through Simplifile's secure service, eliminating payment errors and check-writing expenses.

For an up-to-date list of counties participating in Simplifile's e-recording network, visit https://simplifile.com/e-recording-counties/.

About Simplifile

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

To learn more, visit https://simplifile.com/ or call 800-460-5657.

Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that four new Wyoming counties have joined Simplifile's e-recording network following the January 1 passage of a law authorizing e-recording statewide.

Bank of Southern California Completes $7 Million Capital Offering and Announces New Board of Directors

SAN DIEGO, Calif. /ScoopCloud/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that it has completed a capital raise of $7 million through a stock purchase agreement of the Bank's common stock with Castle Creek Capital, based in Rancho Santa Fe, California. As part of the offering, the Bank will issue 823,529 shares of its common stock. This is Bank of Southern California's second common stock offering in two years, raising over $14 million.

Nathan Rogge, President and CEO of Bank of Southern California commented, "This new investment represents an endorsement of the Company's direction and confidence in the bank's management by a very well regarded investment firm focused on the community banking industry."

Over the past several years, the Bank has experienced strong organic growth and has completed several acquisitions. The additional capital will help continue to fund organic growth and will provide the bank the ability to act on strategic acquisition opportunities. It also increases the bank's legal lending limit, which allows it to meet the growing needs of its clients.

As part of the transaction, David J. Volk, a principal of Castle Creek, will join the Bank's Board of Directors. Mr. Volk joined Castle Creek in 2005. Prior to joining the investment firm, he worked for a variety of well know companies providing merger & acquisition, financing advisory, corporate restructuring, and capital raising services to small and middle market companies.

"We are pleased that David will be joining our board of directors. His expertise and guidance in mergers and acquisitions, as well as his extensive history with other community bank investments will help contribute to our continued growth and future success," concluded Rogge.

About Bank of Southern California:

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

About Castle Creek Capital:

Castle Creek Capital is an alternative asset management firm focused on the community banking industry. Located in Rancho Santa Fe, California, the firm has been a leading investor in community banking since its inception in 1990, having raised and managed five private equity funds and multiple special situations funds.

Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that it has completed a capital raise of $7 million through a stock purchase agreement of the Bank's common stock with Castle Creek Capital, based in Rancho Santa Fe, California.

Nonprofit Forum 2017 Dates and Agenda Announced by Financial Technologies & Management

INDIANAPOLIS, Ind. /ScoopCloud/ -- Financial Technologies & Management (FTM) has released the dates and agenda for 2017 Nonprofit Forum monthly online event for nonprofit organizations.

Financial Technologies & Management's Jim Simpson, CPA will host each forum. Mr. Simpson is a nonprofit financial leader and trainer, CFO, Controller, and software advisor for over 25 years.

Upcoming Nonprofit Forum events include:

December 28, 2016, 11:30 a.m. - 1 p.m. Eastern
"Building a Better Budget."

January 25, 2017, 11:30 a.m. - 1 p.m. Eastern
"Year End Tax Compliance."

February 22, 2017, 11:30 a.m. - 1 p.m. Eastern
"Developing Effective Dashboards and Key Performance Indicators."

March 29, 2017, 11:30 a.m. - 1 p.m. Eastern
"Effective Grant Management."

April 26, 2017, 11:30 a.m. - 1 p.m. Eastern
"Why Your Nonprofit Should Consider the Cloud."

May 24, 2017 11:30 a.m. - 1 p.m. Eastern
"Nonprofit Financial Reporting Including New FASB Reporting Requirements."

All nonprofits are welcome to attend the Nonprofit Forum sessions. There is no charge for participation, but registration is required: http://www.ftmllc.com/nonprofit-forum.html.

Previous Nonprofit Forum topics, such as "How to Protect Your Organization from Fraud," "Do You Know Your Full Costs and How to Recover Them?" and more are available as on demand videos.

"FTM has and continues to serve nonprofit organizations throughout Indiana and the United States," said James Simpson, CPA. "We are proud to serve the nonprofits who enhance our communities, cities, and the world."

The Nonprofit Forums are designed to educate and help nonprofit organization build stronger organizations that foster healthy financial management so that nonprofits may serve their constituents and communities for years to come.

About Financial Technologies & Management:

Financial Technologies & Management offers financial Management for nonprofits in Indianapolis, Indiana. FTM offers the resources to improve nonprofit accounting with nonprofit accounting services, nonprofit accounting software, and financial management training classes. Nonprofit organizations turn to FTM for improved financial operations and assistance in increasing capacity. Focusing exclusively on financial management for nonprofits, FTM has helped more than 350 nonprofit organizations in providing solutions to help their internal, community, and regulatory needs.

More information on FTM: http://ftmllc.com/.

Financial Technologies & Management (FTM) has released the dates and agenda for 2017 Nonprofit Forum monthly online event for nonprofit organizations. Jim Simpson, CPA will host each forum. Mr. Simpson is a nonprofit financial leader and trainer, CFO, Controller, and software advisor for over 25 years.

EPIC Insurance Recognized for a Seventh Time as a Best Place to Work in the Insurance Industry

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers & Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been recognized by their team members nationally as one of the "Best Places to Work in Insurance" in a survey conducted annually by Business Insurance Magazine and co-sponsor Best Companies Group. This is the 7th time that EPIC has received this significant and meaningful award.

Only 75 companies nationally are selected as "Best Places to Work in Insurance," based largely on a high level of employee engagement and overall satisfaction with company culture, benefit programs, management practices, career opportunities, and work life balance.

Based on employee feedback, EPIC was ranked #10 in the medium employer category (250 - 999 U.S. employees), where just 17 companies were recognized.

According to Business Insurance, "The 2016 Best Places to Work in Insurance feature showcases the firms that are leading the industry as employers of choice. What they all have in common is a strong commitment to attracting, developing and retaining great talent through employee benefits and other programs that their people value."

"At EPIC, we believe that a strong, positive culture is built on opportunity, personal responsibility, mutual trust and respect, commitment to community, a healthy work/life balance, and having fun," said Mary Smith, executive vice president of human resources. "These beliefs and values - what we call our 'EPICness' - are key to attracting and retaining the industry's best professionals; effectively serving our clients; and providing the foundation for sustained growth and success. We are honored to receive this recognition from our team members, Business Insurance and Best Companies Group for a seventh year in 2016."

About EPIC

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

EPIC now has more than 850 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 more than $250 million in revenues, EPIC ranks among the top 20 retail insurance brokers in the United States. Supported 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/.

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been recognized by their team members nationally as one of the "Best Places to Work in Insurance" in a survey conducted annually by Business Insurance Magazine and co-sponsor Best Companies Group. This is the 7th time that EPIC has received this significant and meaningful award.

Maxwell Financial Labs Announces $1.95M in Funding to Reinvent Mortgage Experience

DENVER, Colo. /ScoopCloud/ -- Maxwell Financial Labs, Inc. announced today it had secured $1.95M in funding, with anchor investors MATH Venture Partners, Techstars Ventures, Zelkova Ventures and Sovereign's Capital. The funding follows on the heels of Maxwell's commercial launch on August 16. Maxwell will invest these funds to continue to recruit top engineering talent in Denver and launch its mortgage automation platform to more lenders who believe in the power of technology and data to transform their business.

Maxwell was founded by financial services and tech veterans John Paasonen, Lance Poole and Rutul Dave; all three frustrated with their own mortgage experiences. Mr. Paasonen's experience spans start-ups to Fortune 500, most recently as director of corporate strategy at PayPal. Mr. Poole, who coached executives for Stanford's Institute of Design, has a long career in leading financial services companies to shape products around their customers. And Mr. Dave took an active role in building a number of Silicon Valley startups, from Coverity to, most recently, co-founding Bright Funds.

"Most mortgage companies use a process developed 20 years ago, predicated on assumptions that are no longer true in today's connected world," said John Paasonen, Maxwell's CEO. "At Maxwell we replace paperwork and complexity with the ease we've all become accustomed when managing our finances with TurboTax, Venmo or Mint. What's exciting is that we are doing this at a scale that will reinvent the very structure of the digital mortgage landscape."

Developed over the last 8 months, Maxwell is revolutionizing the way that 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 over 15,000 financial institutions to automate paperwork and signatures. That connectivity speeds up the process by weeks. 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.

"Since we met the Maxwell team we've been excited about what they've accomplished in such a short time and also for what's ahead," said Troy Henikoff, managing partner at MATH. "Banks and mortgage lenders are not equipped to deliver high-fidelity technology at this speed and quality. The entire $8.5 trillion industry will be fundamentally impacted by the work this team does every day."

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 loan officers nationwide to serve their customers. Maxwell is proud to be built in Denver, Colorado, and is a 2016 graduate of Techstars, the leading global technology accelerator.

Media Contact:
Jason Dalrymple
Maxwell Financial Labs, Inc.
T: 888-256-6067
jason[at]himaxwell.com

Connect with Maxwell:
https://www.himaxwell.com/
:: https://www.facebook.com/maxwellHQ
:: https://twitter.com/ilovemaxwell

Maxwell Financial Labs, Inc. announced today it had secured $1.95M in funding, with anchor investors MATH Venture Partners, Techstars Ventures, Zelkova Ventures and Sovereign's Capital. The funding follows on the heels of Maxwell's commercial launch on August 16, 2016.

Newly Launched Appraiser Dashboard Shortens Appraisal Turnaround Times for Lenders, AMCs, and Appraisers

SEATTLE, Wash. /ScoopCloud/ -- Appraiser Dashboard, a provider appraisal technology, has announced the launch of its namesake appraisal workflow and networking technology. Appraiser Dashboard is the industry's first appraiser-facing technology that automatically informs AMCs (appraisal management companies) and lenders each time the appraiser user takes action in the appraisal process.

Keeping all necessary parties informed is one of the primary challenges in the appraisal process, and a leading cause of delays. This is because there are numerous steps and no standardized process. AMCs and mortgage lenders each have their own unique processes to which appraisers must conform.

As a result, AMCs spend an estimated 60 percent to 70 percent of appraisal processing time following up and soliciting updates on appraisals, according to Appraiser Dashboard CEO Michael Wojcik. "You can ask any AMC or lender. They will tell you that communication delays are the most common problem in the appraisal process," he said.

"If an AMC hasn't heard back from an appraiser 24 to 36 hours after assigning an appraisal --and that's not only common, but completely understandable from an appraiser's standpoint -- it's likely that the AMC will start the process of reassigning that file to another appraiser," said Wojcik. "The issue is, a lot of appraisers may have started working on those assignments, but just haven't had time to update the lender or AMC. Reassignments cost everyone-the appraiser, the AMC, the lender and ultimately, the borrower."

Appraiser Dashboard prevents these miscommunications by automatically informing the AMC and/or lender each time an appraiser takes action in the appraisal process, so they don't have to spend time researching status or reassigning transactions that are already in progress. It also provides appraisers with a secure means for transmitting and storing data, which helps lenders meet requirements for third party oversight.

"Most appraisers are independent contractors who use free email service providers," said Wojcik. "Appraiser Dashboard offers a secure alternative that a lot of appraisers, AMCs and lenders feel better about using."

Appraiser Dashboard easily integrates with most appraisal management software (AMS) and loan origination software (LOS) systems. In lieu of a software-to-software integration, Appraiser Dashboard provides push email updates to any user-designated AMC or lender partner.

AMCs and lenders can integrate their software with Appraiser Dashboard in less than one week.

About Appraiser Dashboard

Appraiser Dashboard's namesake technology eliminates the most common delay faced by lenders and AMCs in the appraisal process. Built specifically for appraisers based on extensive research, Appraiser Dashboard is the first and only appraiser-facing workflow and networking technology that automatically updates lenders and AMCs on each step of the appraiser's efforts to complete the appraisal. Appraiser Dashboard was founded in 2016 and is based in Seattle, Washington.

For more information, visit https://appraiserdash.com/ or call (302) 219-0085.

Appraiser Dashboard, a provider appraisal technology, has announced the launch of its namesake appraisal workflow and networking technology. Appraiser Dashboard is the industry's first appraiser-facing technology that automatically informs AMCs (appraisal management companies) and lenders each time the appraiser user takes action in the appraisal process.

NRMLA Adds ReverseVision President and CEO John Button to Board of Directors

SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that its president and CEO, John Button, has joined the board of directors for the National Reverse Mortgage Lenders Association (NRMLA). An influential reverse mortgage industry advocate and recognized leader in reverse mortgage technology, Button has more than 30 years of experience in mortgage and financial services technology and business development.

Button was elected to NRMLA's board of directors during the organization's 2016 Annual Meeting and Expo in Chicago on November 16.

"John's strong background in mortgage technology and deep experience in compliance make him an ideal candidate to serve on the NRMLA board," said Joseph P. DeMarkey, strategic business leader of Reverse Mortgage Funding LLC, one of the nation's leading reverse mortgage lenders, and co-chair of the NRMLA board of directors. "I look forward to working with him and the rest of our board to make further progress in our mission to educate regulators, policy makers and consumers on the many benefits of reverse mortgage loans and how they can help older Americans live comfortably in retirement."

"I deeply appreciate this opportunity to learn from the industry titans who make up this year's board of directors," said Button. "ReverseVision plays a unique role by providing an infrastructure that serves all industry participants, from lenders to brokers to investors. I hope to bring a different and useful perspective to the board and assist NRMLA with its efforts to influence industry change and growth."

Button joined ReverseVision as president and CEO in 2012. A Deloitte's Technology Fast 500(TM) company, ReverseVision is the technology provider behind industry-preferred RV Exchange (RVX) loan origination system (LOS). More reverse mortgage lenders use RVX than all other systems combined.

Prior to joining ReverseVision, Button served as chief operating officer for Del Mar DataTrac, a leading innovator in mortgage lending automation. He has also held senior executive positions with IPS Sendero, RF/Spectrum Decision Science Corporation and IBM.

Button was named a 2016 Vanguard Award winner by HousingWire in recognition of his leadership and long-term contributions to the mortgage banking industry, including his key role in changing the tide of public perception when it comes to reverse mortgages. Button's articles and commentary have appeared in publications ranging from Reverse Mortgage Daily to Forbes. Button's chapter on reverse mortgages was published in The Mortgage Professional's Handbook in March 2016.

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 NRMLA

The National Reverse Mortgage Lenders Association (NRMLA) is the national voice of the reverse mortgage industry, serving as an educational resource, policy advocate and public affairs center for lenders and related professionals. NRMLA was established in 1997 to enhance the professionalism of the reverse mortgage business.

Our mission is to educate consumers about the pros and cons of reverse mortgages, to train lenders to be sensitive to clients' needs, to enforce our Code of Ethics and Professional Responsibility, and to advise policy makers on reverse mortgage issues.

For more information, visit https://www.nrmlaonline.org.

ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that its president and CEO, John Button, has joined the board of directors for the National Reverse Mortgage Lenders Association (NRMLA).

JenCap Acquires NIF Group

NEW YORK, N.Y. /ScoopCloud/ -- JenCap Holdings LLC announced today that it has agreed to acquire privately held NIF Group, Inc. (NIF), a managing general agency, program administrator and wholesale insurance broker based in Manhasset, New York, with six offices located on the east and west coasts of the United Sates. NIF was formed by Michael Orlando in 1976 and has grown to over $185 million in annual written premiums. Mr. Orlando, along with a management team led by NIF President Mark Maher, has built one of the largest specialty insurance distribution platforms in the country.

JenCap Holdings (JCH) was formed in March 2016 by The Carlyle Group (Nasdaq: CG) and JCH management in to consolidate specialty insurance distribution businesses, including managing general agents, program managers and transactional wholesale brokers. The acquisition of NIF is the fourth transaction by JCH since March and places the company among the largest wholesale brokers in the U.S.

"NIF was a target for JenCap from day one and we are happy to be partnering with one of the most successful independent MGA/specialty brokerage businesses in the country," commented John F. Jennings, President and Chief Executive Officer of JCH. "Michael Orlando and Mark Maher, as well as Michael P. Orlando, John Buckley, and David Vicari have built a tremendous business and we are thrilled that they have chosen JenCap to perpetuate NIF's commitment to excellence and service to their clients."

Michael Orlando stated that "We wanted a partner that felt the same way about our commitment to clients, employees and carriers and we realized early on that JenCap was the right fit."

"We are very enthusiastic about the JenCap transaction," stated Mark Maher, President of NIF. "Our thoughts on how to continue our growth matched up perfectly with the JenCap management model."

John Redett, Managing Director and Co-head of Carlyle's Global Financial Services team, commented, "NIF is exactly the type of entity we were looking to acquire when we started JenCap and we are excited that NIF's management and their entire team will be joining the company. We remain highly supportive of the JCH management team as it continues to expand its distribution network, product offerings and geographical footprint through organic growth and a disciplined yet aggressive acquisition strategy."

About JenCap Holdings Inc.

JenCap Holdings is a consolidator of specialty insurance distribution and program management businesses, including managing general agencies, specialty program underwriters, transactional wholesale brokers and captive managers. JenCap Holdings has assembled a management team with the sector insight and experience to drive organic growth and strategic acquisitions leveraging technology and advanced data analytics. JenCap Holdings is headquartered in New York.

Media Contact:
John Jennings
Of JenCap Holdings
347-338-3404

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JenCap Holdings LLC announced today that it has agreed to acquire privately held NIF Group, Inc. (NIF), a managing general agency, program administrator and wholesale insurance broker based in Manhasset, New York, with six offices located on the east and west coasts of the United Sates.

Big Christmas? New Book, ‘Axe the Taxes’ Will Pay For It!

RIVERSIDE, Calif. /ScoopCloud/ -- Marvin Lee Robey announces the release of his latest book, "Axe the Taxes." Mr. Robey says "Axe the Taxes" is based on Supreme Court cases dealing with taxes and quotes those Supreme Court rulings.

"I received two big surprises when I began studying the Supreme Court cases," Mr. Robey said. "The first was the case of: Doyle v. Mitchell Brothers, 247 U.S. 330 in which the Supreme Court decided: 'We must reject...the broad contention of the government [IRS] that all receipts, everything that comes in - are income within the proper definition of the term 'gross income'....'"

The reason for the Supreme Court's rejection was that the income tax is an excise tax which is only on special privileges that must be applied for, but it was being treated as a direct tax on all money received.

It is very interesting that millions have been spent on repealing the 16th Amendment based upon our slang interpretations, when a simple look at what the Supreme Court has already ruled would have revealed their cause has already passed the Supreme Court!

Title 26, the income tax code, is only for taxes in the U.S. Territories and taxes on privileges. The income tax law is an excise tax on special privileges only, in the U.S. Territories only, and on government employees, unless the IRS can get a voluntary agreement to pay the tax.

"Axe the Taxes" offers forms for properly reporting non-taxable income from different sources. This completely eliminates withholding and 1099 income taxes for most people. "This is easier than filling out a 1040 short form," Robey explained.

"I have used this system since 1996 and have paid only taxes on Social Security which is a government privilege and therefore taxable. I have not paid anything on wages or 1099 income since 1996. I have had no problem and in fact the IRS told me when I once left out something and what it was. I added it and returned it immediately and I have not heard from them since. The IRS has been completely cooperative with me in this," Robey said.

"Axe the Taxes" is not another tax rebellion movement. It is all based upon proper law, already acceptable to the IRS. It does not promote any change in the laws or Constitutional amendments. The law is already on the side of the common people if read with proper legal language instead of common slang. "Axe the Taxes" provides pages of the legal definitions of the critical words from Title 26, the income tax code.

"The tax codes must be read in their proper legal language which is often quite different from our common slang meaning," Robey explained.

"Axe The Taxes" is sold only through the web site at http://www.axethetaxes.net/.

Considerably more information is available for free on the website.

MEDIA CONTACT:
Marvin Lee Robey
candidx@gmail.com
951-772-0555

Marvin Lee Robey announces the release of his latest book, "Axe the Taxes." Mr. Robey says "Axe the Taxes" is based on Supreme Court cases dealing with taxes and quotes those Supreme Court rulings. It is all based upon proper law, already acceptable to the IRS.

Credit Unions Increase Use of Outsourced Mortgage Services by 30 Percent in Q3, According to Altavera Mortgage Services

DENVER, Colo. /ScoopCloud/ -- Altavera Mortgage Services (Altavera), a leading provider of SAFE Act-compliant outsourced residential mortgage origination services, reported a 30 percent increase in credit union demand for its outsourced mortgage origination services in the third quarter of 2016 compared with the previous quarter. The uptick in demand for outsourced services is linked to growing regulatory compliance costs and an overall increase in origination volume among credit unions.

"Reports early this year indicated that the credit union market was experiencing atypical growth, and our own observations confirm it," said Altavera chief operating officer Debora Aydelotte. "Increasingly, medium-to-large-sized credit unions are choosing Altavera as their outsource partner because we can deliver the service excellence required to meet member commitments while significantly reducing the burden of growing origination workloads."

According to a September Credit Union Trends Report by CUNA Mutual Group, credit unions experienced a 3.3 percent year-over-year increase in first-mortgage originations and a 20 percent year-over-year increase in home-equity loans and second mortgages during the first half of 2016.

Ent Credit Union, the largest Colorado-based credit union and a mortgage lender since the 1980s, turned to U.S.-based Altavera for outsourced assistance in managing some of its record-breaking 2016 first mortgage volume.

"Ent has been active in mortgage lending for decades. Having just come off a record Q3, we anticipate record volume for 2016 and robust demand for mortgages into the foreseeable future," said Ent Credit Union senior vice president and chief lending officer Jon Paukovich. "We are fortunate to be able to invest in growing and training our in-house staff to handle most of our operations, but with the kind of growth we've been undergoing, the option to outsource through Altavera is helpful. Mortgage talent is in high demand and can be very expensive."

Altavera is part of the Loan Services business unit of Computershare (ASX: CPU). Its sister company Capital Markets Cooperative (CMC), a provider of capital markets solutions to mortgage lenders, also serves credit union mortgage lending operations with its mandatory delivery and hedging advisory services.

"The credit union model is built on member trust, which drives a conservative approach to the mortgage business," said Capital Markets Cooperative executive vice president Jeff Harry. "Still, credit unions are receptive to outsourcing when they feel it gives them an advantage around safety and soundness or when certain capabilities just aren't available internally. Just as our credit union partners rely on CMC's expertise in hedging analytics, more and more credit unions are turning to Altavera for SAFE Act-compliant mortgage loan fulfillment."

Altavera expects the upward trend in credit union business to continue over the next 12 months and is preparing to dedicate further resources to this sector of the market.

About Altavera

Based in Denver, Colorado, Altavera provides private-label loan fulfillment services to residential mortgage originators. Altavera's SAFE Act-compliant staff of seasoned, U.S.-based specialists helps clients streamline operations, minimize costs and achieve faster cycle times for greater customer satisfaction and profitability. The firm's service delivery is structured to meet each client's specific needs for loan processing, underwriting, closing and funding.

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

About Computershare Limited:

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

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

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

About Computershare Loan Services (CLS):

Computershare Loan Services (CLS) is a leading international third-party mortgage servicing business, currently administering over $100 billion of assets. We continue to invest in technology and servicing enhancements globally and in mortgage servicing rights across the USA. We help mortgage lenders optimize the performance of their portfolios and support hundreds of thousands of borrowers throughout the lifecycle of every loan. Our expertise, experience and understanding of large volumes of complex financial data also help us provide insight and services to mortgage providers, investors and real estate professionals.

Altavera Mortgage Services, a leading provider of SAFE Act-compliant outsourced residential mortgage origination services, reported a 30 percent increase in credit union demand for its outsourced mortgage origination services in the third quarter of 2016 compared with the previous quarter.

rateOne Home Loans, A Division of Finance of America Mortgage, Opens Branch Office in San Clemente

LOS ANGELES, Calif. /ScoopCloud/ -- Finance of America Mortgage, a national, full service mortgage banker, is pleased to announce that Jeana Ziroli Kobielsky has opened rateOne Home Loans, a division of Finance of America Mortgage in San Clemente, Calif.

Orange County native, Jeana Ziroli Kobielsky, will serve as Branch Manager and will focus on developing new retail branches by assembling a team of talented mortgage advisors and processors. Prior to launching rateOne Home Loans, Jeana successfully operated her own mortgage recruiting firm and has been involved in the residential real estate and mortgage industry for more than 15 years.

Jeana is an active member of the National Association of Hispanic Real Estate Professionals and a member of the Downtown Business Association in San Clemente.

This branch, along with other branches throughout the region, is supported by the Southern California Operations center. With over $200 million in funded loans per month, the Southern California Operations center located in Irvine, Calif., provides a distinct operational support advantage because of its presence in the local market. Those services include local underwriting resources to process and close loans more quickly.

The Operations center supports all branches in Los Angeles, Orange, Riverside, San Bernardino, San Diego, San Luis Obispo, Santa Barbara, and Ventura Counties.

For more information about the San Clemente branch, or to apply, please contact jziroli@rateonehomeloans.com or call 949-233-5635; or for other Finance of America opportunities in Southern California, contact rgoulette@financeofamerica.com or call (800) 414-5626.

About Finance of America Mortgage LLC

Finance of America Mortgage is a national, full service mortgage banker, offering a diverse portfolio of home loan products. Our knowledgeable and seasoned mortgage specialists are committed to delivering an innovative, high-touch, high-tech lending experience for consumers, brokers, and our industry partners across the country. FAM employs 1,500 loan officers in branch offices throughout the country as well as representatives authorized to sell FAM products. More information: http://www.financeofamerica.com/aboutus.

Finance of America Mortgage, a national, full service mortgage banker, is pleased to announce that Jeana Ziroli Kobielsky has opened rateOne Home Loans, a division of Finance of America Mortgage in San Clemente, Calif. Orange County native, Jeana Ziroli Kobielsky, will serve as Branch Manager and will focus on developing new retail branches by assembling a team of talented mortgage advisors and processors.

Protector Holdings Acquires Big Savings Insurance Agency

SAN FRANCISCO, Calif. /ScoopCloud/ -- Protector Holdings, a joint venture of EPIC Insurance Brokers & Consultants and Dowling Capital Partners, announced today the acquisition of Big Savings Insurance Services, the firm's largest acquisition to date. Headquartered in Sacramento, California, Big Savings specializes in providing insurance services to Hispanic consumers; writing auto insurance from 14 California locations including Sacramento, Yuba City, Lodi, Stockton, Rancho Cordova, Roseville, Modesto, Turlock, Fresno, San Leandro, San Jose and Salinas.

"The addition of Big Savings to our Premier Insurance Services family continues to make Premier the fastest growing agency in California serving the Latino Marketplace," said Paul Areida, CEO of Protector Holdings. "We now have a total of 47 locations across California and the West, including Modesto, Salinas and Turlock, which are new cities for Premier."

Big Savings has been in business for more than 10 years and was founded by principals Sunny Singh and Donald Singh, who will remain active in the ongoing operations of Premier Insurance Services.

Sunny Singh, President and Co-founder of Big Savings states, "We are excited to join Premier in offering superior insurance products and services to our combined client base. Our size and market position, will allow us to serve our clients even more effectively as we continue competing successfully with the national brokers."

Premier Insurance Services, acquired by Protector Holdings in 2013, targets the growing Hispanic Community in California, providing a wide range of insurance products and services specifically tailored to the cultural preferences of Latino consumers.

"We saw a growing dissatisfaction with the large agencies professing to serve the Hispanic Community and a clear opportunity to align Premier's business model and practices with the traditional, conservative culture and shopping preferences of Hispanic consumers, emphasizing convenience, honesty, service and value," said Areida.

"Respectfully serving the needs of the Hispanic community has enabled Premier to more than triple its customer base since June, 2013," Areida added. "The experienced, knowledgeable Big Savings team shares our belief in doing the right thing and treating clients with honesty and respect. Their addition is an important step in taking our vision and services to an even higher level."

About Protector Holdings and Premier Insurance Services:

Protector Holdings was founded in June 2013 as a partnership between EPIC (Edgewood Partners Insurance Center), a retail property, casualty and employee benefits insurance broker/consultant; insurance-focused private equity firm Dowling Capital Partners (DCP); and Premier Insurance Services.

Premier Insurance Services specializes in providing a range of insurance products and services to the Hispanic market in the Western United States. Since its formation in 2004 with a single office in Bakersfield, Calif., Premier has added locations across the state and is now one of the largest non-standard automobile brokers in California.

Protector Holdings, a joint venture of EPIC Insurance Brokers & Consultants and Dowling Capital Partners, announced today the acquisition of Big Savings Insurance Services, the firm's largest acquisition to date. Headquartered in Sacramento, Calif., Big Savings specializes in providing insurance services to Hispanic consumers; writing auto insurance from 14 California locations including Sacramento, Yuba City, Lodi, Stockton, Rancho Cordova, Roseville, Modesto, Turlock, Fresno, San Leandro, San Jose and Salinas.

Nationwide Appraisal Network Hires Monica Bankus as VP of Operations, and Establishes a New Platinum Standard for Customer Experience

OLDSMAR, Fla. /ScoopCloud/ -- Nationwide Appraisal Network (NAN), an innovative, women-owned, industry-leading appraisal management company with true national coverage, announced today that Monica Bankus has joined the company and will serve as VP of Operations. In that role, she will lead a team that will employ proprietary, groundbreaking technology, enhanced workflow and processes, improved communication with appraisers and lenders - and establish a new Platinum Standard for customer experience at NAN, a standard that with time the mortgage industry might attempt to adopt as its own.

"Nationwide Appraisal Network has earned a reputation for perpetually looking for ways to raise the customer experience for clients and appraisers. We will achieve that through a program that features unparalleled lender and appraiser support, cutting-edge technology, and frequent communication all of which develops loyalty-and ensures that timelines are met and expectations are exceeded every day, without exception," said Monica Bankus, VP of Operations for Nationwide Appraisal Network.

"We are taking proactive steps as part of a well-honed strategy that keeps the lenders we work with ahead of their competitors. Monica has very quickly come to understand and embrace our firm's focus on developing or enhancing solutions that enable our clients to gain transparency into their appraisal orders, reduce turn times, improve quality, and close more loans," said Joni Pilgrim, chief business development officer at Nationwide Appraisal Network.

Prior to joining Nationwide Appraisal Network, Bankus worked for almost eight years at Streetlinks Lender Solutions (now Assurant Valuations), serving for the past three years as one of their eight account manager/client advocates. In that role, she was responsible for more than 90 banking and mortgage accounts in the U.S. In addition, she was responsible for two of the firm's 10 largest accounts, based on the volume of business they transacted and revenue they produced. In addition, Bankus was the liaison for implementation of any new client processes and protocols for her accounts and assisted with resolving system issues. Streetlinks recognized her outstanding performance with a prestigious 20l5 Excellence Award.

In 2012, she was one of the firm's quality control assistant managers and led a team of 25 people, while co-managing a department of more than 60 associates. She also monitored performance reporting, training and ensured compliance with USPAP, Fannie Mae, Freddie Mac and FHA appraisal underwriting guidelines.

Prior to working with StreetLinks, Bankus was a residential real estate appraiser and salesperson and held positions with other companies within the real estate and financial industry over the course of 10 years.

About Nationwide Appraisal Network:

Nationwide Appraisal Network (NAN), a women-owned, award-winning national appraisal management company, is an industry leader because it provides superior customer service, sophisticated, innovative technology, and a talented, experienced professional staff.

For more information, visit: https://nationwide-appraisal.com/.

Nationwide Appraisal Network (NAN), an innovative, women-owned, industry-leading appraisal management company with true national coverage, announced today that Monica Bankus has joined the company and will serve as VP of Operations. In that role, she will lead a team that will employ proprietary, groundbreaking technology, enhanced workflow and processes, improved communication with appraisers and lenders - and establish a new Platinum Standard for customer experience at NAN, a standard that with time the mortgage industry might attempt to adopt as its own.

TRID Defects Down Slightly in Q2 2016 ARMCO Mortgage QC Industry Trends Report

POMPANO BEACH, Fla. /ScoopCloud/ -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced it has released its ARMCO Mortgage QC Industry Trends report, covering the second quarter of 2016. Using the Fannie Mae loan defect taxonomy, the report details the analysis of post-closing quality control data from loan files and findings captured by the ACES Analytics benchmarking system.

After peaking in Q1 2016, the overall industry critical defect rate dropped to 1.63 percent in Q2, ending an upward trend spanning the previous three quarters. Defects in the Legal/Regulatory/Compliance category also waned in Q2, comprising 34 percent of all defects reported and marking the first decline in nine months. However, this category still represents the largest reported defect category.

"While TRID-related defects are still driving the majority of Legal/Regulatory/Compliance defects, we're seeing a decline in defects in this category as a result of corrective action planning lenders undertook through the first six months of 2016," said Phil McCall, COO for ARMCO. "As lenders determine the most effective strategies for addressing TRID-related defects, we expect to see this category decline further."

Loan Package Documentation defects increased slightly in Q2, accounting for 26.7 percent of reported defects in Q2 versus 26.4 percent in Q1. Also of note is the increase in defects reported in credit-driven categories in Q2. Income/Employment leads this group as the third most frequently reported defect category in Q2 at 9.8 percent, followed by Borrower and Mortgage Eligibility at 8.9 percent and Assets at 6.8 percent.

"Given the magnitude of compliance-related defects lenders were facing in Q1, it's not surprising to see upticks in other areas," said Avi Naider, CEO for ARMCO. "Now that lenders have begun to get a handle on their TRID-related defects, they should have more capacity to address those credit-related defects. Thus, we should see those categories normalize in Q3."

To view the full report, visit http://www.armco.us/knowledge/mortgage-qc-industry-report-2016-q2.

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.

ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced it has released its ARMCO Mortgage QC Industry Trends report, covering the second quarter of 2016. Using the Fannie Mae loan defect taxonomy, the report details the analysis of post-closing quality control data from loan files and findings captured by the ACES Analytics benchmarking system.

Washington Student Achievement Council Selects Regent Education to Automate its WASFA Process for DREAMers

FREDERICK, Md. /ScoopCloud/ -- The Washington Student Achievement Council (WSAC) has selected Regent Education's Electronic Application for State Financial Aid (e-ASFA) to automate its Washington Application for State Financial Aid (WASFA) process for all participating schools within the state of Washington. For students who are ineligible for federal financial aid due to immigration status, the WASFA provides a chance to apply for state financial aid including: State Need Grant, the College Bound Scholarship, State Work Study and the Passport to College Promise Scholarship.

"Ensuring that WASFA applicants have the same opportunity to apply for financial aid as FAFSA applicants is critically important. Regent Education's experience and their approach to project management made that happen," said Becky Thompson, Director of Student Financial Assistance at WSAC. "Thanks to Regent Education's approach to product implementation, the Washington Student Achievement Council was able to deliver an on-time and user friendly application to students."

Regent's solution was developed to provide students with a simple and straightforward online state financial aid application similar to the FAFSA. The WASFA uses the student's answers to calculate the student's EFC in accordance with the federal methodology and is kept current on an annual basis. Available for new and continuing students, the solution contains advanced skip logic to ask each student questions applicable to his/her particular situation. Upon completion of the WASFA, the student will be presented with a PDF version for his or her records. The solution also allows for e-signature by students and parents, if applicable.

Prior to WSAC's use of the e-ASFA, the council utilized a solution for which service was being discontinued in early Fall. Within the solution, a lot of manual intervention was required to download and convert files into ISIR format for schools. With Regent's e-ASFA, these issues are mitigated by limiting the amount of manual work required, an integral benefit as WSAC anticipates processing nearly 4,000 WASFAs by the end of the year. The solution is branded by WSAC and supports 66 schools across the state of Washington where applicants can choose from amongst the listed colleges.

More information about Regent Education and its e-ASFA can be found at http://www.regenteducation.com.

About the Washington Student Achievement Council (WSAC):

The Washington Student Achievement Council is committed to increasing educational opportunities and attainment in Washington State. The Council has three main functions:
1. Lead statewide strategic planning to increase educational attainment;
2. Administer programs that help people access and pay for college; and
3. Advocate for the economic, social, and civic benefits of higher education.

The Council has nine members. Four members represent each of Washington's major education sectors: four-year public baccalaureates, four-year private colleges, public community and technical colleges, and K-12 public schools. Five are citizen members, including one current student. To learn more, please visit http://www.wsac.wa.gov/.

About Regent:

Founded in 2006, Regent Education is a leading provider of software solutions that have revolutionized financial aid management and enrollment processes for schools using non-traditional enrollment models. Today, Regent 8, Regent's financial aid management system is the only solution that provides end-to-end automation for non-term, nonstandard term, and standard academic years. Regent Financial Planner provides students and families with financial aid estimates for the full cost of a program at an institution. Regent Review is the industry's only fully-automated verification solution.

Regent is a nationally-recognized leader in results-driven enrollment optimization and financial aid management solutions that are web-based, easy-to-use, and interoperate with any existing student information system. Regent offers cloud-based solutions that help institutions increase enrollment, improve retention, speed student processing, mitigate compliance risks, and deliver bottom-line results.

Website: http://www.regenteducation.com/.

The Washington Student Achievement Council (WSAC) has selected Regent Education's Electronic Application for State Financial Aid (e-ASFA) to automate its Washington Application for State Financial Aid (WASFA) process for all participating schools within the state of Washington. For students who are ineligible for federal financial aid due to immigration status, the WASFA provides a chance to apply for state financial aid including: State Need Grant, the College Bound Scholarship, State Work Study and the Passport to College Promise Scholarship.

Total eClose Enables Industry’s First Completely Paperless Digital Closing – Start to Finish

TORRANCE, Calif. /ScoopCloud/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that it has successfully completed the mortgage industry's first comprehensive eClosing in Massachusetts, which included both lender and closing/settlement agent documentation, for radius financial group, inc.

Unlike other eClosing technologies, DocMagic's Total eClose(TM) solution is a single-source platform that contains all of the components needed to facilitate a completely paperless digital closing. Paramount to achieving the end-to-end eClosing was eNotarization services provided by strategic partner World Wide Notary (WWN). Once the eClosing process begins, documents requiring notary acknowledgment are automatically grouped by the system and electronically executed in the presence of the notary. The entire process takes only minutes and can happen in the comfort of the borrower's home.

"There are a few mortgage technology vendors that have been working to deliver an eClosing for some time now, but they have all fallen short in various ways," said Dominic Iannitti, president and CEO of DocMagic. "Most of these solutions are merely hybrids that require certain documents to be executed on paper and often force lenders to maintain numerous complex integrations. With Total eClose, however, you work with a single vendor, on a single platform, and clients need only access DocMagic or the company's SmartCLOSE(TM) system to seamlessly and compliantly fulfill a paperless closing."

DocMagic's solution includes all of the critical components required to execute a fully digital eClosing transaction: its dynamic eDocument library that features eSignature, eNotary, and MERS eRegistration capabilities, and the system automatically stores all data and documents within a secure eVault designed to make investor eDelivery as simple as a few clicks. The single-source platform creates a highly-efficient, transparent and fully compliant eClosing process that guides users through every step, logs all activities and creates an irrefutable audit trail.

Also key to DocMagic enabling radius' first eClosing was the participation of Santander Bank, which served as the eWarehouse lender. "In addition to having integrated eNotary capability, one of the last remaining obstacles to adoption has been the reluctance of warehouse players to fund eNotes," said Tim Anderson, director of eServices at DocMagic. "We helped test and implement an eWarehouse process to eDeliver acceptance of the eNote to Santander Bank within seconds after the eClosing was completed. This is an industry-altering achievement."

DocMagic maintains detailed evidence of TRID compliance from the original loan application and Loan Estimate (LE) to delivery of the final Closing Disclosure (CD) with data, compliance determinations, calculations and documents all stored within DocMagic's eVault for proof of compliance.

Also notable is that in 2014, the Consumer Financial Protection Bureau (CFPB) selected DocMagic as one of only 12 participants in its eClosing pilot project that was created to explore the benefits of digital mortgage technology for consumers. CFPB Director Richard Cordray determined the pilot to be a success and encouraged lenders to implement an eClosing strategy. Since that time, DocMagic has worked to perfect its end-to-end eClosing solution.

DocMagic's integration with World Wide Notary (WWN) is an exclusive partnership for eNotarizations. Founded in 2003 and based in Vernon, Texas, WWN is the developer of DigaSign, a proven solution that enables efficient, electronic notarizations.

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/.

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

DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that it has successfully completed the mortgage industry's first comprehensive eClosing in Massachusetts, which included both lender and closing/settlement agent documentation, for radius financial group, inc.

Rate Reset Chooses AccountChek by FormFree for Automated Verification of Borrower Ability to Repay

ATLANTA, Ga. /ScoopCloud/ -- FormFree today announced that Rate Reset, the world leader in automated loan retention and acquisition software, has selected AccountChek(TM) by FormFree as its technology provider for automated asset verification. AccountChek helps financial institutions determine in just seconds the ability of customers to pay back loans, without the hassle of collecting bank statements or other asset documents.

"AccountChek has been instrumental in Rate Reset's evolution from a provider of automated loan retention software to a full-service digital loan solution," said Keith Kelly, CEO and co-founder of Rate Reset. "In a matter of minutes, consumers can change the terms of an existing loan to better fit their budget or pre-qualify for a new loan, all without stopping to collect paperwork."

The Virginia-based company's flagship product, Rate Reset, helps portfolio lenders retain more loans by letting borrowers easily reset their adjustable rate home, auto and personal loans online. Rate Reset also offers solutions to assist lenders with loan acquisition and generation. All of the company's products are now integrated with AccountChek for fast, paperless verification of borrower ability to repay.

AccountChek is an asset verification service that streamlines the loan underwriting process for both borrowers and lenders, resulting in quicker decisions and higher borrower satisfaction. The cloud-based app uses secure data untouched by human hands to consolidate, analyze and verify assets and deposits from virtually any financial institution, delivering peace of mind and greater purchase certainty for lenders. AccountChek also produces a more fraud-resistant loan process by using secure data sourced directly from the financial institution, eliminating the opportunity for tampering or errors.

"PenFed Credit Union has been partnering with Rate Reset since 2013, with their software residing on our platform," said James Schenck, president and CEO of Pentagon Federal Credit Union (PenFed). "Rate Reset's technology provides our members with such a streamlined process. In some cases members can modify their loans with terms they choose as quickly as 60 seconds."

The third-largest credit union in the United States, PenFed has more than 1.4 million members and holds more than $20 billion in assets.

"The new partnership with AccountChek, owned by FormFree, further strengthens Rate Reset's technology suite," Schenck said. "Using AccountChek, PenFed is enhancing members' experience by minimizing documentation requirements for asset verification. Rate Reset is a trusted partner that continues to develop and deliver impressive digital solutions."

"AccountChek and Rate Reset have a shared focus on making the borrower experience better," said Brent Chandler, CEO and founder of FormFree. "Our partnership represents a win-win for borrowers, who are more empowered than ever to manage their loans on their own terms, and lenders, who can enjoy greater security when it comes to the long-term profitability of their portfolios."

FormFree and Rate Reset will demonstrate their latest product innovations at the inaugural Digital Mortgage conference in San Francisco December 8-9. To register or learn more, visit http://www.nationalmortgagenews.com/conferences/digitalmortgage/reginfo.html.

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/.

About Rate Reset:

Rate Reset offers award-winning products that put consumers in control of their loans while protecting the retention interests of lenders. With Rate Reset, customers can reset the terms of an existing home, auto or personal loan to better suite their budget in minutes. The company's LoanGEN and Pre-Approval products make it simple and fast for financial institutions to originate or acquire auto, mortgage, personal and student loans as well as credit cards.

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

FormFree today announced that Rate Reset, the world leader in automated loan retention and acquisition software, has selected AccountChek(TM) by FormFree as its technology provider for automated asset verification. AccountChek helps financial institutions determine in just seconds the ability of customers to pay back loans, without the hassle of collecting bank statements or other asset documents.

MetaSource Promotes John Nixon to Chief Revenue Officer

SALT LAKE CITY, Utah /ScoopCloud/ -- MetaSource, the leading provider of mortgage quality control (QC) compliance advisory and workflow automation solutions, announced it has promoted John Nixon to Chief Revenue Officer (CRO). In this new role, Nixon will be responsible for the alignment of all resources dedicated to demand creation for business development, strategic account management and marketing to foster growth to continue MetaSource's success. Nixon previously served as Vice President of Business Development and Marketing for MetaSource.

"When MetaSource began looking for the appropriate candidate to steward our next phase of evolution, John Nixon was the obvious choice," said Adam Osthed, CEO of MetaSource. "In the two years John has been with MetaSource, he has had a demonstrable impact on the company's success, and in this new position, he will be poised to push the firm even further."

Nixon possesses more than 25 years of experience in business process outsourcing, document management and consulting services. Prior to joining MetaSource, Nixon served as Vice President of Business Development and held senior management positions with several global business process management companies. He holds a Bachelor of Science degree in Business Administration with a specialization in International Business and Economics from Old Dominion University in Norfolk, Va.

About MetaSource:

MetaSource is a technology driven provider of Business Process Outsourcing (BPO) / Business Process Management (BPM) services integrated with Enterprise Content Management (ECM) and workflow solutions and customer experience processes to meet clients' goals and objectives. They service a variety of industries for a national clientele through our global network of PCI Level 1, Version 3 compliant, SOC / AT101 Type II / AT 101 (formerly known as SAS70) and HIPAA compliant processing centers. MetaSource employs over 800 worldwide and supports more than 4,000 installations as EMC's largest distributor of the ApplicationXtender Content Management product suite through a network of over 130 Channel Partners.

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

MetaSource, the leading provider of mortgage quality control (QC) compliance advisory and workflow automation solutions, announced it has promoted John Nixon to Chief Revenue Officer (CRO). In this new role, Nixon will be responsible for the alignment of all resources dedicated to demand creation for business development, strategic account management and marketing to foster growth to continue MetaSource's success.

Global DMS Launches ‘Global Delivery’ Solution to Automate Compliant Delivery of Hard Copy Appraisals to Borrowers

LANSDALE, Pa. /ScoopCloud/ -- Global DMS, a leading provider of web-based compliant valuation management software, announced that it has launched Global Delivery(TM), an alternative to the traditional way appraisal documents are prepared, packaged and compliantly provided to borrowers by way of printed appraisals sent via U.S. mail. The result is near removal of human involved tasks, operational disruption, a reduction of costs and a more efficient process for mailing appraisals.

"What Global Delivery accomplishes is applying the greatest level of automation possible to alleviate an elderly task of yesteryear," asserted Vladimir Bien-Aime, president and CEO of Global DMS. "There is still consumer demand in residential mortgage valuations to receive the fully packaged appraisal via the U.S. Postal Service, and of course, to receive it in full CFPB compliance. Global Delivery is a perfect blend of technology and service that automates the manual and cumbersome process of printing, folding and mailing appraisals to borrowers."

The CFPB issued its Disclosure and Delivery Requirements for Copies of Appraisals and Other Written Valuations under the Equal Credit Opportunity Act (Regulation B) rule, sometimes called the ECOA Valuations Rule. The copies of valuations may be delivered to the borrower either on paper or electronically. Many solutions handle electronic delivery of appraisals; however, unlike Global Delivery, they have not sufficiently addressed the hard-copy delivery of appraisals or other valuations to the borrower via mail.

Global DMS says that having staff spend time on non-revenue producing activities like packaging and mailing documents is expensive and can be extremely disruptive. As an example, a staff member can easily spend over 22 hours a month just managing a meager 250 plus files per month, equating to about 14 percent of their time manually addressing the ECOA Regulation B requirement. The greater the loan volume the worse the problem becomes.

Global Delivery can process appraisal documents and merge a pre-programmed, lender-branded cover letter that then delivers the hard copy to the borrower's doorstep. Global Delivery automatically ships appraisals to lenders' borrowers with one simple click. There is zero printing, folding and stamps involved for the lender.

Using Global DMS' eTrac Enterprise platform, users simply click and are done. The mailing automatically goes out the next business day, with mailing verification permanently logged in eTrac. This ensures compliance with ECOA and provides the detailed logs in the event of an audit.

Key features of Global Delivery include:
- Fully automated appraisal delivery to borrower
- Customized cover letter with company logo
- Files are mailed within 24 hours
- Delivered documents are imaged and permanently stored
- API for easy integration with external systems
- Predictable costs.

Utilizing eTrac, Global Delivery can be 100 percent automated thus fully eliminating human intervention entirely. Global DMS' highly configurable workflow engine for appraisal reports can be automatically queued for delivery based on specific lender set parameters.

In addition to accompanying its eTrac platform, Global Delivery is also available as a stand-alone solution for users that already have an existing platform for appraisal fulfilment.

About Global DMS(R):

Founded in 1999 and headquartered in Lansdale, Pennsylvania, Global DMS is a leading provider of commercial and residential real estate valuation solutions catering to lenders, servicers, AMCs, appraisers and other real estate entities. The company's solution set is cost effectively delivered on a Software-as-a-Service (SaaS) transactional basis that ensures compliance adherence, reduces costs, increases efficiencies and expedites the entire real estate appraisal process. The product line-up includes its eTrac(R) valuation management platform, eTrac Web Forms, Global Kinex, AVMs and data analytics products, BPO management platform, the MISMO Appraisal Review System (MARS), ATOM (Appraisal Tracking On Mobile) and AMCmatch.com. For more information, visit the company's website at http://www.globaldms.com/ or call (877) 866-2747.

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

Global DMS, a leading provider of web-based compliant valuation management software, announced that it has launched Global Delivery(TM), an alternative to the traditional way appraisal documents are prepared, packaged and compliantly provided to borrowers by way of printed appraisals sent via U.S. mail. The result is near removal of human involved tasks, operational disruption, a reduction of costs and a more efficient process for mailing appraisals.

EPIC Named Elite Agency for Second Year in a Row by Insurance Business America

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has been named a 2016 Elite Agency for the second year in a row by Insurance Business America, a publication that reports on the latest achievements in insurance and also provides the latest in business best practices in a continually evolving industry.

EPIC was included in the list of 50 top agencies due to its tremendous growth since inception in 2007, from $12 million in revenue to an expected $250 million by year-end. With a focus on upper-middle-market accounts, EPIC provides brokerage and consulting services through four primary business units: property & casualty, employee benefits, specialty practice and programs and private client services. The firm was also recognized for its national construction specialty group, the growing market opportunities of its specialty programs division and the recently launched cyber risk and insurance portal for small to mid-sized businesses.

"It's an honor to be recognized as an Elite Agency for two consecutive years, for our leadership, innovation and unique culture," said Peter Garvey, President of EPIC. "We have had tremendous growth in recent years, and a big part of that success is our team's dedication to providing the highest possible level of service and value to our clients."

To view the full list of 2016 Elite Agencies, go to http://www.ibamag.com/us/rankings/elite-agencies-2016/.

About EPIC:

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

EPIC now has more than 850 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 more than $200 million in 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/.

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has been named a 2016 Elite Agency for the second year in a row by Insurance Business America, a publication that reports on the latest achievements in insurance and also provides the latest in business best practices in a continually evolving industry.

The Mortgage Collaborative Appoints David G. Kittle, CMB, President

SAN DIEGO, Calif. /ScoopCloud/ -- The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the appointment of David G. Kittle, CMB as its President said John M. Robbins, CMB, the corporation's Chairman.

"The exceptional growth of TMC dictates we have an experienced mortgage professional at the helm," said Robbins. "Engaged for more than 40 years in every aspect of our industry's leadership, David is uniquely qualified to take the Collaborative to the next level and beyond as TMC expands its Lender Member services into the Secondary Market and Technology Innovation."

"I'm honored to be asked by the Board, my friends and my partners to step into this role," said Kittle. "The Mortgage Collaborative has an outstanding team that I look forward to working with and expanding in the coming months as TMC moves into new areas that will continue to add profitability to our Lender Members."

About The Mortgage Collaborative:

Based in San Diego, California, The Mortgage Collaborative was founded in 2013 to empower mortgage lenders across the country with better financial execution, reduced costs, enhanced expertise and improved compliance 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/.

Twitter: @MtgCoop

The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the appointment of David G. Kittle, CMB as its President said John M. Robbins, CMB, the corporation's Chairman.

Local Banker Luz Gonzalez Joins Bank of Southern California, N.A.

RANCHO MIRAGE, Calif. /ScoopCloud/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced today that Luz Gonzalez has joined the Company as Branch Sales Manager of its Rancho Mirage branch. Most recently, Ms. Gonzalez served the Coachella Valley community as a Deputy Sheriff for the Riverside County Sheriff's Department, following a successful eleven-year career at El Paseo Bank.

"We are extremely excited to welcome Luz back home to the Rancho Mirage branch and reconnecting her with her former customers," commented Pamela Isaacson, Executive Vice President and Chief Administrative Officer.

"Luz had always had a fascination with law enforcement, but found that her passion for banking and the relationships she had with her customers was much stronger," concluded Isaacson.

Bank of Southern California has made a substantial commitment in the Coachella Valley market over the last several years, and has become known as The Desert's Community Bank. In December 2010, the bank acquired the La Quinta and Palm Springs branches of Palm Desert National Bank as its entry into the Coachella Valley, then in January 2014, the bank acquired the Palm Desert branch of AmericanWest Bank, and in December 2014 the bank acquired Frontier Bank dba El Paseo Bank.

In September 2015, the Bank created a local Advisory Board of prominent members of the Coachella Valley business community, and in August 2016, the bank completed the acquisition of deposits from Opus Bank's La Quinta office.

About Bank of Southern California:

A growing community bank, established in 2001, Bank of Southern California, N.A., with headquarters in San Diego, Calif., is locally owned and managed, and offers a range of financial products to individuals, professionals, and small-to-mid 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 http://www.banksocal.com or call (858) 847-4780.

*PHOTO for media: Send2Press.com/mediaboom/16-1116s2p-Luz-Gonzalez-300dpi.jpg

Bank of Southern California, N.A. (OTC Pink:BCAL / OTCMKTS:BCAL) announced today that Luz Gonzalez has joined the Company as Branch Sales Manager of its Rancho Mirage branch. Most recently, Ms. Gonzalez served the Coachella Valley community as a Deputy Sheriff for the Riverside County Sheriff's Department, following a successful 11-year career at El Paseo Bank.

LIBERTY Dental Plan Selected to Participate in Covered California for Individual/Family Plans and for Small Businesses

IRVINE, Calif. /ScoopCloud/ -- LIBERTY Dental Plan (LIBERTY) is proud to announce its selection as a participating dental plan for the 2017 benefit year. LIBERTY will offer individual or family dental plans through Covered California this open enrollment period as well as coverage options for small businesses.

Covered California's open enrollment period for 2017 coverage begins Nov. 1, 2016 and ends Jan. 31, 2017.

"LIBERTY Dental Plan is proud to bring affordable dental plan options to individuals, families and small groups through Covered California," said Dr. Amir Neshat, President and CEO of LIBERTY Dental Plan.

"LIBERTY recognizes and shares in Covered California's commitment to quality, affordability, preventive care, access and service."

LIBERTY Dental Plan has built a reputation of quality in commercial and government-sponsored dental programs, providing services to managed care organizations, state governments, labor unions, large group employers, municipalities, and individuals. LIBERTY has a proven record of successfully increasing the utilization of quality dental care for multiple programs, ensuring that a larger portion of premiums are appropriated directly to care.

Both adults and children can enroll in Covered California's family dental plans as an optional benefit. There is no tax penalty for consumers who elect not to enroll in the family dental plan (and no tax credit for purchasers of the family dental plan).

For information on LIBERTY Dental Plan of California, visit: https://www.libertydentalplan.com/LIBERTY-Dental-Plan-of-California/LIBERTY-Dental-Plan-of-California.aspx.

For more information about LIBERTY, visit: https://www.libertydentalplan.com/.

MEDIA CONTACT:
Ara Najarian
800-356-6406 x87
ara@i-mmarketing.com

LIBERTY Dental Plan is proud to announce its selection as a participating dental plan for the 2017 benefit year. LIBERTY will offer individual or family dental plans through Covered California this open enrollment period as well as coverage options for small businesses.

OpenClose Releases New Mobile and Online Tools for Borrowers with Enhancements to its ConsumerAssist Solution

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose, an enterprise-class, multi-channel loan origination system (LOS) provider, announced that it has redesigned and added new features to its borrower-facing ConsumerAssist(TM) solution to deliver exceptional online and mobile point-of-sale tools.

The enhancements to ConsumerAssist creates a highly attractive, straightforward and interactive experience for consumers. ConsumerAssist can be accessed via the web or any mobile device, providing portability and accessibility at any time and from anywhere. This results in an increase in leads and a decrease in production costs.

As a borrower completes an application from any device, alerts are triggered in real-time that are sent to the lender for quick follow up by a loan officer or customer service representative. Lenders can then immediately engage the borrower, quickly answer questions and start the sales process. This significantly improves lead capture and conversion rates, resulting in more closed loans and greater profits. The features of ConsumerAssist can be customized to a lender's unique specifications along with branding for both branch and loan officer web pages, as well as mobile applications to create a more personalized experience.

"In today's competitive mortgage marketplace, customers are seeking new ways to attract borrowers and to do more with less while maintaining high service levels," said Jason Regalbuto, CEO and CTO of OpenClose. "ConsumerAssist is ideal for lenders looking to add a high impact web and mobile presence that provides an outstanding consumer experience. The solution allows visitors to start the lending process themselves without having to first speak to a loan officer. At the end of the day, ConsumerAssist is about increasing leads and decreasing origination costs for lenders."

Lenders also have the flexibility to offer on-demand program eligibility and pricing for borrowers by leveraging OpenClose's DecisionAssist(TM) product and pricing engine (PPE), which instantly returns decisioning at the point-of-sale. OpenClose's team of mortgage specialists maintain an extensive library of up-to-date investor programs, guidelines and pricing for its customers.

ConsumerAssist can easily be added to a lender's existing website and is integrated with OpenClose's LOS, LenderAssist(TM). It also has the capability to integrate with customer relationship management (CRM) software and other third party applications. The set up timeframe for ConsumerAssist can be customized and implemented in as little as 30 days.

About OpenClose:
Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose(R) is a leading multi-channel loan origination system (LOS) provider that cost effectively delivers its platform on a software-as-a-service (SaaS) basis. The company provides a variety of 100 percent browser-based solutions for lenders, banks and credit unions. OpenClose's core solution, its LenderAssist(TM) LOS, is completely engineered by OpenClose using the same code base from the ground up, thus avoiding the problems that often accompany assembling best-of-breed applications or acquiring disparate technologies in an effort to create an end-to-end platform. The company provides lending organizations with full control of their data and creates a truly seamless workflow for comprehensive automation and compliance adherence.

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

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

OpenClose, an enterprise-class, multi-channel loan origination system (LOS) provider, announced that it has redesigned and added new features to its borrower-facing ConsumerAssist(TM) solution to deliver exceptional online and mobile point-of-sale tools.

Short Range Wireless Technologies Create New Markets

NEW YORK, N.Y. /ScoopCloud/ -- According to a new study by Thintri, Inc., an array of short range wireless (SRW) technologies is about to remake a range of markets with inexpensive, easy to use products available to nearly every consumer or business. The report, "Market Opportunities in Short Range Wireless," explores short range wireless technologies and the markets they address. A number of these technologies have already created billion dollar markets, while others are just beginning, but most are poised for dramatic growth in the next few years.

"Short range," in this case, refers to technologies that are largely (but not exclusively) limited to a radius of about 10m, or 30 feet, roughly the size of a house or small building.

Platforms like Wi-Fi and Bluetooth are already well established, with annual device shipments in the billions of units. Their markets are expanding as new applications continually surface. The more recent development of protocols like ANT, 6LoWPAN, Z-Wave and others, along with plunging hardware prices, has set up conditions for a rapid expansion of many new commercial and consumer markets. The proliferation of platforms has meant that some markets are served by several protocols, initiating fierce competition among them. The result will be explosive market growth in applications that in many cases barely exist today.

Some of those technologies will revolutionize the conduct of commerce. For example, near field communications (NFC) is enabling mobile or "smart" wallets that allow a smartphone to perform the normal actions of credit cards and eliminate the use of cash. Beacons will offer retailers and manufacturers unprecedented and precise awareness of their customers' behavior.

The "smart home" is an arena where a broad array of commercial products is already available for HVAC and security, but which is also poised for dramatic growth in new applications. Platforms like Insteon, Bluetooth/BLE, ZigBee, Z-Wave and others will enable smart lighting systems, garage doors that automatically open on the approach of the user's phone, outdoor motion sensors that can distinguish between pets and humans, and systems that can feed pets on schedule, among many others. Some new products will enhance the safety of elderly people and others living alone.

Similarly, SRW technology is remaking healthcare and medical services. In hospitals, wireless sensors can eliminate the tangle of cables that prevents patient mobility while also providing immediate warning of critical events such as cardiac arrest. In the operating room during surgery, elimination of wires can significantly improve patient safety and efficiency of medical staff.

The real revolution in medical care brought about by SRW technology, however, will be the unprecedented increase in mobility and effectiveness brought about by small, inexpensive wireless sensors in medical body area networks (MBANs) that will allow many patients to stay home while providing continuous, 24 hour monitoring of a broad range of physiological parameters.

The platforms are available and markets waiting. In some cases the only barrier to market growth is that the hardware needs to be less costly; in others, there simply needs to be greater customer awareness.

Short range wireless technologies offer extraordinary opportunities. Depending on the market, growth is already well underway, is starting now, or will start soon.

From platforms and applications that are already well-established in billion-dollar markets, to new protocols and markets that are only now emerging, potential market volumes are enormous and in many cases growing rapidly. And yet, there are legacy technologies that will decline in this period as they become constrained by older standards that are less adaptable in the new marketplace.

The Thintri market study, "Market Opportunities in Short Range Wireless," makes use of extensive, in-depth interviews with industry executives, market development managers and government and academic researchers. The report highlights the available and emerging short range wireless technologies and analyzes their market growth, with forecasts to 2023.

For more information on the report, visit: http://www.thintri.com/Short-range-wireless-report.htm.

About Thintri, Inc.:

Founded in 1996, Thintri, Inc. (www.thintri.com), is a full-service consulting firm, based in New York and directed by J. Scott Moore, Ph.D.

Thintri's services include business intelligence, market research, technology transfer and technology assessment, and in-depth, off-the-shelf market studies on promising emerging technologies. Topics of focus have included communications, aerospace, medical and industrial imaging, materials and coatings, semiconductor devices, photonics, plastic electronics, manufacturing, industrial logistics, security and defense, thermal management, energy, and a host of others.

For more information, visit http://www.thintri.com or call 914-242-4615.

Media Contact:
J. Scott Moore
+1-914-242-4615
smoore@thintri.com

According to a new study by Thintri, Inc., an array of short range wireless (SRW) technologies is about to remake a range of markets with inexpensive, easy to use products available to nearly every consumer or business. The report, "Market Opportunities in Short Range Wireless," explores short range wireless technologies and the markets they address.

ReverseVision’s Wendy Peel Named a 2016 ‘Elite Woman in Mortgage’ by Mortgage Professional America Magazine

SAN DIEGO, Calif., May 12, 2016 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Vice President of Sales and Marketing Wendy Peel is one of Mortgage Professional America (MPA) magazine's 2016 "Elite Women in Mortgage."

Peel was recognized for her significant contributions to the mortgage industry and efforts to transform public perception of the reverse mortgage by promoting greater training and partnership among lenders, financial planners and consumers.

"Wendy really hit the ground running when she joined ReverseVision early last year," said ReverseVision President and CEO John Button. "In less than 18 months, she has helped ReverseVision grow from a recognized name in reverse mortgage technology to a trusted leader in reverse lending education and collaboration. We are thrilled, but unsurprised, to see Wendy singled out as one of MPA's Elite Women in Mortgage."

A publication of Key Media, MPA delivers news, opinion and analysis to mortgage, real estate and finance industry professionals through its bi-monthly magazine and daily email newsletter. Its annual list of "Elite Women in Mortgage" recognizes influential women leaders in the mortgage industry.

Since Peel joined the company, ReverseVision has added 700 new lenders and brokers to its flagship loan origination system, RV Exchange (RVX). RVX is currently used by nine of the top ten reverse mortgage lenders, and more reverse mortgages are originated on the LOS than all other systems combined. 2016 also saw Peel's successful launch of ReverseVision's inaugural User Conference, which convened lenders and brokers from 67 companies, including four of the nation's top five reverse lenders.

"I am privileged to be honored among such an accomplished field of industry peers," said Peel. "While our industry has made great strides in recent years, this recognition only motivates me to set my sights on the next set of challenges facing our customers and their clients."

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/.

Twitter: @ReverseVision

To view the original version on Send2Press Newswire, visit: https://www.send2press.com/newswire/reversevision-s-wendy-peel-named-a-2016-elite-woman-in-mortgage-by-mortgage-professional-america-magazine-2016-0512-07.shtml.

NEWS SOURCE ReverseVision, Inc. :: This press release was issued on behalf of the news source (who is solely responsible for its accuracy) by and Copr. © 2016 Send2Press® Newswire, a service of Neotrope®.

DocMagic Announces ‘eQC’ Automated Due Diligence Solution for Investors and Correspondent Lenders

TORRANCE, Calif., May 12, 2016 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced the formal launch of its fully integrated "eQC" solution that automates due diligence for investors and correspondent lenders. eQC provides a complete closed loan MISMO 3.3/UCD XML data file, an automated compliance report, and a detailed audit trail with a document integrity certification that certifies that the XML data provided and documents match prior to investor delivery.

The automated compliance component of eQC includes a complete electronic record of compliance that arms investors and correspondent lenders with a detailed audit trail that eliminates concerns over future TRID audits and violations.

Moody's Investor Services, Inc. compiled a report that revealed more than 90 percent of loans reviewed by third party due diligence firms were not TRID compliant. Since that time, outstanding issues with TRID have been adversely affecting the secondary market's appetite to purchase loans. Concerns over potential assignee liability can result in loans remaining on warehouse lines for longer periods, extending lock periods, placing loans into suspension, and even potentially affecting the credit rating for mortgage bonds that are included in future RMBS pools.

"The CFPB requires all parties involved in the mortgage finance transaction to demonstrate evidence of TRID compliance," asserts Tim Anderson, director of eServices at DocMagic. "Our new eQC solution gives investors and correspondent lenders warranted electronic evidence of compliance with TRID and other critical regulations, and ensures that the audited data is exactly the same data that appears on the documents disclosed to the borrower. This is really the holy grail of automated due diligence compliance."

eQC also provides compliance data on federal regulations like high cost, QM, ATR, as well as applicable state regulations. It works by leveraging DocMagic's sophisticated audit engine, which determines if a condition is out of compliance. The audit engine immediately flags the causes of any issues for the user, directs the user to a link with information on where and how to fix it, and then verifies that the error was corrected. A full date and time stamped audit trail is created by following a consistent data validation process that runs over 10,000 compliance rules and edits designed to verify and validate legal compliance throughout the loan origination process.

This audit trail also provides full date and time stamp tracking of all borrower disclosures, a complete record of the compliance checks and conditions performed on the loan, and the complete MISMO 3.3/UCD XML data file. The XML data file can be used to electronically board and re-verify compliance at any time in the future through a tool set API that enables high speed access to this due diligence functionality.

"With over 8,000 originators running millions of closed loans through DocMagic's compliance portal each year, eQC leverages the long-standing industry acceptance of our compliance solutions to bring our correspondent lenders and investors true automated proof of compliance," said Dominic Iannitti, president and CEO of DocMagic.

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 http://www.docmagic.com/.

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

DocMagic Twitter: @DocMagic https://twitter.com/DocMagic

To view the original version on Send2Press Newswire, visit: https://www.send2press.com/newswire/docmagic-announces-eqc-automated-due-diligence-solution-for-investors-and-correspondent-lenders-2016-0512-06.shtml.

NEWS SOURCE DocMagic, Inc. :: This press release was issued on behalf of the news source (who is solely responsible for its accuracy) by and Copr. © 2016 Send2Press® Newswire, a service of Neotrope®.

The Mortgage Collaborative Adds 14 New Lender Members

The Mortgage Collaborative, an independent mortgage lending cooperative, today announced the addition of 14 new lenders to their national network of originating members, according to the Collaborative's EVP of National Sales & Strategic Alliances, Rich Swerbinsky.

"It's inspiring to our team hearing about the value great companies like these see in our network," said Swerbinsky. "Being completely independent allows us always to focus on our members first and foremost. This is a challenging climate for mortgage originators, especially small to mid-sized lenders, as mortgage origination costs skyrocket. The technology and innovation in this industry is changing rapidly and lenders are spending more time than ever playing defense. At a time where business development issues and initiatives are paramount to the future success of mortgage originators, we act as a partner to our members in overcoming all of those challenges."

The new member companies are as follows:
Advisors Capital - Novi, MI
Churchill Mortgage - Brentwood, TN
Columbus First Bank - Columbus, OH
FBC Mortgage - Orlando, FL
First Community Mortgage - Murfreesboro, TN
First Direct Lending - Irvine, CA
Fulton Mortgage Company - Lancaster, PA
Integrity Home Mortgage Corporation - Winchester, VA
Nations Lending Corporation - Independence, OH
Origin Bank - Addison, TX
People's Mortgage Company - Chandler, AZ
Platte Valley Bank of Missouri - Platte City, MO
Sente Mortgage - Austin, TX
Sunstreet Mortgage - Tucson, AZ.

The addition of these companies increases to over $90 billion annually the aggregate origination volume of The Mortgage Collaborative's lender members. In the past 12 months, The Collaborative has added 48 new originating lender members, continuing the rapid growth for the nation's only independent cooperative network.

The Mortgage Collaborative also recently announced their Summer Lender Member Conference, which will be held August 20-23, 2016 at the Four Seasons Hotel in Denver, Colorado. The conference provides The Collaborative's lender members a unique opportunity to interact with top industry leaders and to attend and participate in compelling educational and peer-to-peer networking sessions. Details on the conference can be found at http://www.mortgagecollaborative.com.

About The Mortgage Collaborative:

Based in San Diego, Calif., The Mortgage Collaborative was founded in 2013 to empower mortgage lenders across the country with better financial execution, reduced costs, enhanced expertise and improved compliance 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/.

Twitter: @MtgCoop

To view the original version on Send2Press Newswire, visit: https://www.send2press.com/newswire/the-mortgage-collaborative-adds-14-new-lender-members-2016-0511-07.shtml.

NEWS SOURCE The Mortgage Collaborative :: This press release was issued on behalf of the news source (who is solely responsible for its accuracy) by and Copr. © 2016 Send2Press® Newswire, a service of Neotrope®.

Klingenstein Fields Wealth Advisors’ SVP Jonathan B. Roberts, CFA, CIC, Delivers Opening Remarks at Investment Adviser Association’s 2016 Annual Leadership Conference

NEW YORK, N.Y., May 11, 2016 (SEND2PRESS NEWSWIRE) -- Jonathan B. Roberts, Chief Compliance Officer and Senior Vice President at KFWA (Klingenstein Fields Wealth Advisors), a leading wealth management firm with approximately $3 billion in assets under management, welcomed attendees with insightful opening remarks at the Investment Adviser Association's (IAA) 2016 Annual Leadership Conference.

Mr. Roberts discussed the strong growth in the investment adviser industry and the challenges that accompany it, including heightened regulatory and public scrutiny, greater competition and the increased complexity of investment management.

According to Mr. Roberts, regulatory oversight, in particular, is a topic of focus from an array of organizations and agencies, from the SEC and FINRA to banking regulators, the Treasury and the Financial Stability Oversight Council, as well as the Department of Labor, which has recently expanded their definition of fiduciary.

"The demographics of an aging population are engendering an increased focus on retirement issues and the need for advice," stated Mr. Roberts. He went on to talk about the crucial role that the IAA plays in working with legislators and regulators in representing the investment adviser community, helping to develop appropriately tailored regulation, as well as to uphold fiduciary standards. "A core part of the IAA's mission is to promote and preserve the highest standard of fiduciary duty that is the bedrock of the Investment Advisers Act of 1940," Mr. Roberts remarked.

Mr. Roberts urged attendees to remember that "fiduciary advice is critical for clients and their financial futures." He closed by reviewing the critical role the IAA plays in advocating for investment advisers and their clients, reminding participants of how important it is to get involved and work together to "strengthen their individual businesses and the overall standing of our profession."

Mr. Roberts serves as Chair of the IAA's Board of Governors.

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

* LOGO for media: Send2Press.com/mediaboom/15-0826-KFWA-300dpi.jpg

To view the original version on Send2Press Newswire, visit: https://www.send2press.com/newswire/klingenstein-fields-wealth-advisors-svp-jonathan-b-roberts-cfa-cic-delivers-opening-remarks-investment-adviser-association-2016-annual-leadership-conference-2016-0511-05.shtml.

NEWS SOURCE Klingenstein Fields Wealth Advisors :: This press release was issued on behalf of the news source (who is solely responsible for its accuracy) by and Copr. © 2016 Send2Press® Newswire, a service of Neotrope®.

Daniel Joseph Duffy Descendants’ Trust Acquires Controlling Interest In Sunshine Capital, Inc.

HOLLYWOOD, Fla., May 10, 2016 (SEND2PRESS NEWSWIRE) -- Sunshine Capital, Inc. (Pink Sheets: SCNP) today announced that its parent Company DIB Funding, Inc. has been acquired by the Daniel Joseph Duffy Descendants Trust.

The Daniel Joseph Duffy Descendants' Trust was established for the benefit of Daniel J. Duffy's two children, ages 6 and 11. The trust has been formed by an attorney and two licensed Certified Public Accountants, who will also act as trustees.

Investment decisions shall be made by Daniel J. Duffy, who has sole authority to act as Investment Trustee due to the children's age. Mr. Duffy plans to advance the interest of his children by using his skills and experience in investing in and operating public companies; financing; raising capital; streamlining corporate capital structures; and, mergers and acquisitions. Mr. Duffy is well known throughout the micro-cap industry as one of the best micro-cap stock traders and as a prior President and CEO of multiple public companies.

"This trust was established for the benefit of my two children and I am sure that the shareholders of Sunshine Capital, Inc. will benefit as well," stated Daniel J. Duffy, newly appointed Investment Trustee of his children's trust. "With my guidance this Company is going to dramatically change, and the company will soon announce the hiring of a much more qualified President and CEO who has a history in the public markets. I have also advised prospective management regarding both a new corporate and capital structure of the Company, which I believe may lead to a multi-million dollar increase in net assets with no dilution to the share structure of this Company and will announce the outcome of the special board meeting that addressed my recommendations to the Sunshine Capital, Inc. management."

As of today, DIB Funding, Inc. has over $100 million in net assets, including sole ownership of Widjits, Inc., a diversified media company. DIB Funding, Inc. management's main goal is to build Sunshine Capital, Inc. to become a profitable company with millions in revenue and multi-millions in net assets with no debt. This should naturally raise the market price of Sunshine Capital, Inc. to new highs and benefit Sunshine's shareholders, including Daniel J. Duffy's two children.

The Daniel Joseph Duffy Descendants' Trust is currently being controlled by two Certified Public Accountants, a licensed attorney, an Investment Trustee, and a private investigator to oversee the trust's success. Sunshine Capital, Inc. is in the process of acquiring large equity positions in many public companies for its portfolio and is also in negotiations with a profitable private company with millions in assets to be acquired by Sunshine Capital, Inc. The proposed transaction would have little or no dilution to the company's share structure, nor would it assume a significant quantity of debt.

The company's goal continues to be "up-listed" to the American Stock Exchange.

MEDIA Contact:
Lindel Regis
Sunshine Capital, Inc.
7777 Davie Road Extension Suite 302B
Hollywood, FL 33024
954-703-2538
http://www.PinkSheetsSCNP.com/

Forward-Looking Statements:
The private Securities Litigation Reform Act of 1995 provides a safe harbor for forward-looking information made on the company's behalf. All statements, other than statements of historical facts which address the company's expectations of sources of capital or which express the company's expectation for the future with respect to financial performance or operating strategies, can be identified as forward-looking statements; based on knowledge of the environment in which it operates. Because of the factors previously listed, as well as factors beyond control of company, actual results may differ materially from expectations expressed in forward-looking statements.

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NEWS SOURCE Sunshine Capital, Inc. :: This press release was issued on behalf of the news source (who is solely responsible for its accuracy) by and Copr. © 2016 Send2Press® Newswire, a service of Neotrope®.

Simplifile Adds 16 County Recording Offices Across Southeast, Mid-Atlantic

PROVO, Utah, May 5, 2016 (SEND2PRESS NEWSWIRE) -- Simplifile, a leader in electronic document and data workflow technology for lenders, settlement agents and counties, announced it has installed its e-recording solution in 16 additional county recording offices across Alabama, Arkansas, Georgia, Florida, Louisiana, North Carolina and Pennsylvania.

"Nationwide, e-recording adoption is steadily growing, as county recorders begin to see the efficiency and cost benefits e-recording provides," said Paul Clifford, president of Simplifile.

"Georgia, in particular, has lead the way in terms of e-recording adoption through Simplifile during the first four months of the year, and we foresee additional growth in the Southeast and Mid-Atlantic throughout the rest of the year."

The new counties include:
Houston County, Ala.
Lafayette County, Ark.
Wakulla County, Fla.
Berrien County, Ga.
Bulloch County, Ga.
Chattooga County, Ga.
Emanuel County, Ga.
Gordon County, Ga.
Habersham County, Ga.
Harris County, Ga.
Irwin County, Ga.
Terrell County, Ga.
DeSoto Parish, La.
Union Parish, La.
Stanly County, N.C.
Pike County, Pa.

Simplifile's secure, web-based e-recording service enables settlement service providers to quickly and easily scan/upload and submit documents directly to the county for recording. Within minutes, the county recorder can review, stamp, record and return the documents to the settlement service provider electronically. In addition, recording fees and payments can be processed securely through the Simplifile service, thus reducing payment errors and eliminating costs associated with check-based payments.

High-speed Internet access, a PC, and a scanner are the minimum requirements for customers to begin submitting documents for e-recording through Simplifile.

More than 1,400 county recording offices throughout the United States e-record deeds, mortgages and other documents using Simplifile. For an up-to-date list of all the recording offices using Simplifile for e-recording, visit https://simplifile.com/e-recording-counties/.

For more information about e-recording, call 800-460-5657 or visit https://simplifile.com.

About Simplifile:

Simplifile is an electronic document and data workflow platform that connects lenders, settlement agents and counties. Since 2000, Simplifile has grown the nation's largest e-recording network and transformed the title and real estate industries. From e-recording to document sharing, collaboration and post-closing, Simplifile offers an array of services in one place to help users securely record, share and track documents, data and fees with ease.

To learn more, visit https://simplifile.com/ or call (800) 460-5657.

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Twitter: @Simplifile

To view the original version on Send2Press Newswire, visit: https://www.send2press.com/newswire/simplifile-adds-16-county-recording-offices-across-southeast-mid-atlantic-2016-0505-02.shtml.

Home Point Financial and ReverseVision Partner to Offer Mortgage Lender-Focused HECM Luncheon

SAN DIEGO, Calif., May 4, 2016 (SEND2PRESS NEWSWIRE) -- ReverseVision, Inc. (ReverseVision) is pleased to announce that it is again offering the popular "Home-Equity Loans Facts Track" seminar for mortgage lenders interested in learning more about the home-equity conversion mortgage (HECM) loan on May 11 at the Hyatt Regency Huntington Beach, Sandpiper Room from 12:30 p.m. to 2:30 p.m.

Mortgage lending expert Josh Shein, senior director at Home Point Financial (Home Point), and Wendy Peel, vice president of sales and marketing at ReverseVision, will set attendees on the path of understanding how to meet their most valuable customers where they are in life and retain them - and possibly their children - as life-long clients.

Attendees will learn about:
* explosive customer need;
* perceived reputational risk;
* new and improved guidelines;
* HECMs as a retirement tool;
* HECM 101;
* lead generation and marketing; and
* how to get started.

Originally conducted in conjunction with ReverseVision's 2016 User Conference, "Home-Equity Loans Facts Track" attendees gain insight into how the HECM product can help mortgage lending professionals better serve consumers, expand their retirement services offering and improve profitability. Recognized by leading financial planners as a safe, secure and lucrative way to increase revenue, HECM has seen consumer demand grow on pace as the Baby Boomer generation moves into its retirement years at a rate of 10,000 per day.

"This luncheon is vital to mortgage lenders, bankers and credit unions that want to serve their 62-plus consumers as they make home buying, home equity or retirement decisions," said Peel. "Attendees will learn from experts how HECM loans are a powerful product for their borrower as well as a lucrative one for their business. HECM loans were conceived to serve this demographic specifically by allowing the home-equity asset to be optimized in retirement, making it a fiduciary responsibility for lenders to discuss this option with qualified consumers."

Interested mortgage and banking professionals can RSVP for the "Home-Equity Loans Facts Track" luncheon at http://bit.ly/HECMFactsTrack.

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 Home Point:

Home Point Financial is a privately held residential mortgage lender focused on supporting the needs of its broker and correspondent partners. They offer a wide variety of loan programs that support the financing needs of today's borrowers. Whether clients are in the market to purchase a home or to refinance an existing loan, Home Point Financial delivers a seamless process that makes closing loans fast, easy and simple.

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

TWITTER: @ReverseVision @HomePointLoans

To view the original version on Send2Press Newswire, visit: https://www.send2press.com/newswire/home-point-financial-reversevision-partner-to-offer-mortgage-lender-focused-hecm-free-luncheon-huntington-beach-may-11-2016-0504-02.shtml.

Simplifile and Landtech Data Corporation Integration Streamlines E-Recoding Process for Settlement Service Providers

PROVO, Utah, May 2, 2016 (SEND2PRESS NEWSWIRE) -- Simplifile, the nation's largest e-recording service provider, has partnered with Landtech Data Corporation (Landtech) to improve recording efficiency and ease payment processing for Landtech's nationwide customer base. The integration will further advance the efficiency of the e-recording process by allowing settlement service providers to submit and pay for their e-recording documents using Simplifile without ever leaving the Landtech system.

"Landtech has evolved over the last 37 years to adapt to the ever-changing title insurance industry, all the while maintaining our focus on offering customers the most efficient and advanced single-entry system on the market," said Justin Bell, director of business development at Landtech. "Our latest integration with Simplifile is the next step in that evolution."

"Since 2000, Simplifile has provided a gateway through which title companies can e-record documents and pay recording fees electronically. This process benefits settlement service providers by greatly reducing the costs of checks, mail and paper while allowing the agent to record and execute policies the same day of closing," said Vicki DiPasquale, vice president of Sales for Simplifile. "Integration with Simplifile will not only help Landtech customers increase their recording efficiency, it will also simplify post-closing processing by allowing for automated tracking of ALTA Best Practices requirements."

Bell added, "Once the submitted documents are recorded and stamped, they will be retrieved by Landtech. The Simplifile team's dedication to making this integration as seamless as possible is a testament to the capabilities of this established contributor to our industry."

Simplifile submits document to more than 1,400 counties across the United States that are home to almost 75% of the U.S. population. High-speed Internet access, a PC and a scanner are the minimum requirements for customers to begin submitting documents for e-recording through Simplifile.

About Simplifile:

Simplifile is an online service that connects lenders, settlement agents and counties. Since 2000, Simplifile has grown the nation's largest e-recording network and transformed the title and real estate industries. From e-recording to document sharing, collaboration and post-closing, Simplifile offers an array of services in one place to help users securely record, share and track documents, data and fees with ease.

To learn more, visit http://www.simplifile.com or call (800) 460-5657.

About Landtech:

Founded in 1979, Landtech Data Corporation developed the first real estate settlement system for the personal computer. Since those early beginnings, Landtech has become one of the nation's largest independent providers of real estate settlement systems serving a host of users engaged in financial, real estate and loan closing processes. Landtech's goal is to offer the finest real estate settlement system available. To learn more, visit http://www.landtechdata.com.

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Twitter: @Simplifile

To view the original version on Send2Press Newswire, visit: https://www.send2press.com/newswire/simplifile-and-landtech-data-corporation-integration-streamlines-e-recoding-process-for-settlement-service-providers-2016-0502-04.shtml.