Home Finance

Finance

Two EPIC Insurance Consultants Recognized Among the 30 Most Influential Women in Benefit Advising

MAHWAH, N.J. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Susan L. Combs and Senior Vice President Suzanne McGarey have been recognized among Employee Benefit Adviser's "2017 Most Influential Women in Benefit Advising."

Simplifile Adds 21 Southern Jurisdictions to E-Recording Network

PROVO, Utah /ScoopCloud/ -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, has extended its industry-leading e-recording network to include 21 additional recording jurisdictions across the southern United States.

Guaranteed Rate Adopts Automated Asset Verification from AccountChek by FormFree, Reduces Time to Close By Up to 10 Days

ATLANTA, Ga. /ScoopCloud/ -- FormFree(R) today announced that Guaranteed Rate, Inc. ("Guaranteed Rate"), one of the nation's largest independent retail mortgage companies, has selected AccountChek(R) by FormFree for automated asset verification.

ARMCO Updates ACES with Day 1 Certainty™ Functionality

POMPANO BEACH, Fla. /ScoopCloud/ -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced today that it has updated its flagship ACES Audit Technology(TM) with new functionality that aligns with Fannie Mae's Day 1 Certainty(TM) (D1C) initiative. With this update, ACES now includes additional fields for assessing asset, income, employment and collateral data according to Fannie Mae's D1C initiative.

ARMCO Updates ACES with Day 1 Certainty™ Functionality

POMPANO BEACH, Fla. /ScoopCloud/ -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced today that it has updated its flagship ACES Audit Technology(TM) with new functionality that aligns with Fannie Mae's Day 1 Certainty(TM) (D1C) initiative. With this update, ACES now includes additional fields for assessing asset, income, employment and collateral data according to Fannie Mae's D1C initiative.

Lender Price, the Leading Mortgage Lending Analytics, Pricing Engine and Digital Mortgage Provider Announces Integration with Ernst Publishing

PASADENA, Calif. /ScoopCloud/ -- Lender Price, the emerging leader in digital mortgage interface technology and real-time, competitive mortgage analytics and product pricing & eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, announced that it has integrated with Ernst Publishing, the leading provider of mortgage fee data for the real estate and home finance industry.

Lender Price, the Leading Mortgage Lending Analytics, Pricing Engine and Digital Mortgage Provider Announces Integration with Ernst Publishing

PASADENA, Calif. /ScoopCloud/ -- Lender Price, the emerging leader in digital mortgage interface technology and real-time, competitive mortgage analytics and product pricing & eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, announced that it has integrated with Ernst Publishing, the leading provider of mortgage fee data for the real estate and home finance industry.

Introducing Luma Wealth Advisors – Understanding Women’s Wealth Needs

CLEVELAND, Ohio /ScoopCloud/ -- Is there a benefit to having a financial advisor focused on women? For many women, the answer is probably "yes" and the recently launched Luma Wealth Advisors is ready to meet their planning needs.

OpenClose Launches Corporate Website to Reflect New Positioning of its Enterprise-class, Multi-channel LOS and Mortgage Software Solutions

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose, a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced it unveiled a new corporate website to better position the company's expanded enterprise-class solution set, customer profile focus and long-term value proposition.

Jake Seid, Real Estate Industry Veteran Joins Qualia Advisory Board

SAN FRANCISCO, Calif. /ScoopCloud/ -- Qualia today announced that Jake Seid will join the company's board of advisors. In addition to his time as president of Ten-X (formerly known as Auction.com) and Managing Director at Lightspeed Venture Partners, Seid is an investor and advisor to a myriad of companies touching the real estate sector.

DocMagic’s UCD Technology Solution Now Supports Both Phases of Upcoming UCD Requirements

TORRANCE, Calif. /ScoopCloud/ -- DocMagic, Inc., the mortgage industry's leading provider of document production, automated compliance and comprehensive eMortgage services, announced that its technologies are now capable of supporting both phases of the upcoming UCD (Uniform Closing Dataset) requirement.

Phil Rasori of MCT to Speak on Panel Session at Accounting for Mortgage Banking (AMB) User Conference on Topic of Hedge Accounting

SAN DIEGO, Calif. /ScoopCloud/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that its COO, Phil Rasori, is scheduled to speak on a panel session hosted by Advantage Systems, Inc. at its third annual Accounting for Mortgage Banking (AMB) user conference.

IDS Adds Pushback Notifications to Interface with Byte Software

SALT LAKE CITY, Utah /ScoopCloud/ -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has added pushback notifications to its existing interface with BytePro Enterprise, the flagship loan origination software (LOS) platform from Byte Software. Through this enhancement, BytePro users will receive mortgage documents and fulfillment status notifications within the LOS platform.

EPIC Insurance Acquires Product Warranty Analytics Specialist After, Inc.

NORWALK, Conn. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today the acquisition of After, Inc. - a product warranty analytics firm based in Norwalk, Conn. The Acquisition was made primarily to further strengthen and grow EPIC subsidiary company, PowerGuard Specialty Insurance Services - a renewable energy program manager based in the United States.

Most Americans Aren’t Going for Long-Term Care Insurance, ‘But They Will, Where They Work,’ says James Dettman of ACSIA Partners

KIRKLAND, Wash. /ScoopCloud/ -- James Dettman, a veteran of the insurance and employee benefits industries, has joined ACSIA Partners, one of America's largest long-term care insurance agencies. He will serve as one of four Worksite Sales Directors.

Mortgage Capital Trading to Co-Instruct MBA Webinar on ‘The Lock Desk’s Role in the Secondary Marketing Department’

SAN DIEGO, Calif. /ScoopCloud/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that it will be participating in an upcoming webinar that the Mortgage Bankers Association will be hosting on the topic of the business- critical role that lock desks play within secondary marketing departments.

Mortgage Lending Analytics, PPE and Digital Mortgage Provider Lender Price Attending Motivity Solutions User Conference

PASADENA, Calif. /ScoopCloud/ -- Lender Price, the emerging leader in digital mortgage interface technology and real-time, competitive mortgage analytics and product pricing and eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, announced that Black Knight Financial Services' (BKFS) Motivity Solutions will use pricing data from Lender Price's industry-leading PPE to provide pricing analytics to its users.

The Mortgage Collaborative Partners with MQMR to Provide Its Members with Risk Management and Compliance Services

SAN DIEGO, Calif. /ScoopCloud/ -- The Mortgage Collaborative, the nation's only independent mortgage cooperative, today announced a strategic partnership with Mortgage Quality Management and Research, LLC ("MQMR"), a national leader in risk management and compliance services.

Up-and-comer ubermortgage Embraces Home-Equity Conversion Mortgage (HECM) with Technology from ReverseVision

SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision, Inc., the leading technology provider for the reverse mortgage industry, has formed a partnership with ubermortgage Inc. to support the budding lender's increasing demand for home-equity conversion mortgages (HECMs) with its RV Exchange (RVX) loan origination technology.

Mortgage Automation Pioneer Hires Veteran Tech Entrepreneur Michael Schreck as CEO

IRVINE, Calif. /ScoopCloud/ -- Cloudvirga(SM), developer of next-generation loan officer and direct-to-consumer point-of-sale (POS) systems, has named Michael Schreck its chief executive officer. He succeeds cloudvirga co-founder Bill Dallas, who will continue as chairman of cloudvirga's board of directors.

Technologies Management, Inc. Adds Consulting Strength in Telecom Network Planning and Cost Management

MAITLAND, Fla. /ScoopCloud/ -- Technologies Management, Inc. ("TMI") announced today the addition of Don Gale to its team of consultants. TMI, a leading provider of consulting services, project management, compliance reporting and information tools to over 200 communications companies, said that Mr. Gale's addition to their consulting team significantly enhances the firm's expertise in the areas of communications network design, implementation and cost optimization, allowing it to better serve its clients' needs in those critical areas of their operations.

Simplifile’s Paul Clifford Receives 2017 Award for Innovation from October Research

PROVO, Utah /ScoopCloud/ -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced that Paul Clifford, president, was recognized with the 2017 October Research Award for Innovation for his leadership in establishing Simplifile's e-recording network, along with other achievements in support of the title industry.

Verify Smart Corporation Signs Letter of Intent to Acquire Equity Stake and Exclusive International Reseller Rights in Med-Con Technologies, LLC

FERNLEY, Nev. /ScoopCloud/ -- Verify Smart Corporation (OTC:VSMR / OTCMKTS:VSMR) a Global innovator in financial fraud prevention and digital distribution solutions announced today that it has signed a Letter of Intent to acquire an equity stake and exclusive international reseller rights in Med-Con Technologies, LLC for cash and stock.

EPIC Insurance Receives Multiple Honors from 2017 Communicator Awards

HOUSTON, Texas /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that the firm's Marketing, Communications and Creative Services Team has received one "Gold Award of Excellence" and eight "Silver Awards of Distinction" from the 23rd Annual Communicator Awards, the leading international awards program recognizing excellence and big ideas in marketing, communications and design.

QuestSoft and OpenClose to Hold Webinar on the New CFPB HMDA Rules

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose, a multi-channel loan origination system (LOS) provider, and QuestSoft, a provider of automated mortgage compliance software, announced that they will host a joint webinar covering the new CFPB HMDA regulations, how they will impact organizations, and outline specific plans to make compliance with the new HMDA rules the most efficient and time-saving process in the mortgage industry.

EPIC Joins the American National Standards Institute/American Society of Safety Engineers (ANSI/ASSE) Z390 Hydrogen Sulfide Training Committee

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that as part of the firm's commitment to the Energy Industry and ongoing efforts to improve worker safety, EPIC has joined the American National Standards Institute/ American Society of Safety Engineers (ANSI/ASSE) Z390 "Hydrogen Sulfide Training" Committee.

Phil Rasori of MCT to Serve as Key Note Speaker at Illinois Mortgage Bankers Association Capital Markets

SAN DIEGO, Calif. /ScoopCloud/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that its COO, Phil Rasori, will be a key note speaker at the Illinois Mortgage Banking Association's Mortgage/Capital Market Update event on June 8, 2017. As a keynote speaker, Mr. Rasori will discuss topics that include hedging, pricing and servicing.

TRID and Loan Package Documentation Defects Comprise Over 68 Percent of Reported Defects

POMPANO BEACH, Fla. /ScoopCloud/ -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced it has released the ARMCO Mortgage QC Industry Trends Report for the fourth quarter of 2016 and calendar year 2016.

Kiel Mortgage Selects ReverseVision RVX Loan Origination Software to Support Expansion of Its HECM Division

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

IDS Builds Mortgage Document Preview Feature for LendingQB Integration

SALT LAKE CITY, Utah /ScoopCloud/ -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has incorporated a new document preview feature into its integration with LendingQB's cloud-based loan origination solution (LOS). The feature allows LendingQB users to preview mortgage documents, such as the Loan Estimate or Closing Disclosure, before they are submitted to fulfillment.

EPIC Insurance Presents CSRA SHRM Strategic Session

ATLANTA, Ga. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it will host the CSRA SHRM (Society for Human Resource Management) Mini Conference on Thursday, June 8 from 7:30 a.m.-1:30 p.m. at The Legends Club in Augusta, Georgia.

EPIC Insurance Expands and Strengthens Six Year Relationship with California New Car Dealers Association

SACRAMENTO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, and the California New Car Dealers Association (CNCDA) jointly announced today that CNCDA has expanded their relationship with EPIC, appointing the insurance broker / consultant as their exclusive licensed broker to provide health and welfare insurance consulting to CNCDA members across the state.

DocMagic’s SmartCLOSE and Total eClose Solutions Receive ALTA ‘Elite Provider’ Designation

TORRANCE, Calif. /ScoopCloud/ -- DocMagic, Inc., the mortgage industry's leading provider of document production, automated compliance and comprehensive eMortgage services, announced that it has been accepted into the Elite Provider Program for American Land Home Title Association (ALTA).

FormFree Names Douglas Brewer Director of its Enterprise Architecture

ATLANTA, Ga. /ScoopCloud/ -- FormFree today announced the appointment of senior software developer Douglas Brewer to the role of director of enterprise architecture. Brewer, who first joined FormFree in 2014, will be responsible for managing the retention and growth of FormFree's software development team, overseeing enterprise software design and ensuring the quality and timely delivery of software updates.

Industry Veteran Joins Mortgage Technology Vendor, LBA Ware

MACON, Ga. /ScoopCloud/ -- LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced it has hired Finn Klemann as director of business development. In this role, Klemann will bring his more than 20 years of business development and sales experience in forging new relationships for LBA Ware in the financial services industry, with a specific focus on targeting growth in the mortgage industry.