Category: Finance

Inaugural NEXT Excellence in Leadership Award Goes to Lee Raagas, CEO of Skid Row Housing Trust at NEXTDC19

WASHINGTON, D.C. /ScoopCloud/ — Ahead of the highly anticipated #NEXTDC19 summit on November 18, 19 in Washington, D.C., from NEXT Mortgage Events, conference co-host Faith Schwartz, President of Housing Finance Strategies, announced that Kerri Milam, president of Depth Public Relations will present the inaugural NEXT Excellence in Leadership award to Lee Raagas, Chief Executive Officer of Skid Row Housing Trust.

Holiday Travel Deals 2019-2020: Don’t Forget Travel Insurance

NEW YORK, N.Y. /ScoopCloud/ — Black Friday, Cyber Monday and Travel Tuesday – November is full of travel deals for those looking to save money on their next vacation, according to TravelInsurance.com. Just don’t forget to purchase travel insurance to protect your investment, even if your travel dates are just around the corner.

FinTech Firm FormFree Sponsors PGA Tour Golfer Matt NeSmith

ATHENS, Ga. /ScoopCloud/ — FormFree today announced a two-year agreement to sponsor 25-year-old pro golfer Matt NeSmith. Currently playing in his first season on the PGA TOUR, NeSmith will wear the fintech firm’s logo on the left sleeve of his apparel.

Matic named to InsurTech100 list of the world’s top insurance technology providers

COLUMBUS, Ohio /ScoopCloud/ — Matic, a fully licensed digital insurance agency that partners with mortgage servicers and originators to sell insurance products to borrowers, has been named to FinTech Global’s InsurTech100. The annual awards program, now in its second year, recognizes the pioneering tech firms leading today’s global insurance industry.

Domestic and International Arbitrator Authors Book on Wealth and Business Planning Strategies

IRVINE, Calif. /ScoopCloud/ — Dr. Nevine Carmelle, a celebrated professional who’s dedicated to the field of finance, recently authored, “Wealth and Business Planning Strategies: The Ultimate Guide for Wealth Management, Privacy & Prosperity for Business Owners” (ISBN: 978-0692562017). Available in paperback and Kindle edition, the book quickly became a bestseller on Amazon.

Tax Specialty Firm KBKG Joins Real Estate Roundtable

PASADENA, Calif. /ScoopCloud/ — Last year, specialty tax incentive firm KBKG joined the Real Estate Roundtable (RER), and several of KBKG’s executive leadership team currently serve as members of the organization’s President’s Council, Associate Council, and Committees.

Global DMS Officially Introduces EVO-Residential(tm) Valuation Technology Platform

ScoopCloud Newswire

AUSTIN, Texas /ScoopCloud/ — Global DMS, a leading provider of cloud-based valuation management software, announced the launch of its new residential valuation solution at the MBA’s Annual Convention & Expo being held at the Austin Convention Center from Oct. 27 – 30. Branded EVO-Residential(TM) (EVO-Res), the platform is primed to change the way lending and real estate entities process and manage valuations.

Depth Public Relations Names Lindsey Neal Vice President of Client Services

ATLANTA, Ga. /ScoopCloud/ — Depth Public Relations, LLC, (DepthPR) a leading provider of consultative marketing, public relations and reputation management services for the mortgage lending and residential finance industry, today announced its promotion of Lindsey Neal to vice president of client services.

Industry Veteran Chris Olsen Joins OpenClose as Vice President of Sales Engineering

WEST PALM BEACH, Fla. /ScoopCloud/ — OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that it added technology veteran Chris Olsen to help further expand its sales department. Chris holds the newly created position of vice president of sales engineering.

LBA Ware’s CompenSafe™ Enhances the Loan Originator Experience at Guaranteed Rate

MACON, Ga. /ScoopCloud/ — LBA Ware, a leading provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, today announced that Guaranteed Rate Companies has improved internal processes and enhanced the loan originator (LO) experience with the implementation of CompenSafe.

Bank of Southern California, NA and CalWest Bancorp, the Holding Company for CalWest Bank, Announce Agreement to Merge

SAN DIEGO, Calif. /ScoopCloud/ — Bank of Southern California, N.A. (OTC Pink: BCAL) and CalWest Bancorp (OTCBB: CALW), today announced the signing of a definitive agreement and plan of merger (the “Agreement”) whereby CalWest Bank will merge with and into Bank of Southern California. The merger is subject to customary closing conditions, including the receipt of all regulatory approvals and the approval of the shareholders of CALW and BCAL.

STRATMOR Group’s 2019 Technology Insight Study Again Scores MCT Highest for Overall Satisfaction, Lender Loyalty, and Lender Share

SAN DIEGO, Calif. /ScoopCloud/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that the study results from STRATMOR Group’s 2019 Technology Insight Study show MCT as the industry leader in lender share, overall satisfaction, and Lender Loyalty Score(r) in the Production Pipeline Hedging category.

New DocMagic Mobile Application Leverages Backend Technology to Fill Critical Gap in Digital Lending Workflow

TORRANCE, Calif. /ScoopCloud/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced the launch of its new LoanMagic mobile application. LoanMagic, which is provided free to all DocMagic customers, leverages a powerful backend platform that provides full interoperability with DocMagic solutions, as well as other third-party mortgage software.

FormFree Welcomes Christy Moss, CMB as Director of Partner Relationships

ATHENS, Ga. /ScoopCloud/ — FormFree today announced it has appointed former Fannie Mae Strategic Business and Relationship Manager Christy Moss, CMB as director of partner relationships. In her role at FormFree, the 30-year mortgage industry veteran will strengthen and grow industry partnerships and cultivate internal talent as leader of the company’s strategic sales team.

Bank of Southern California NA Names Jacob Mathews Managing Director of Business Banking

SAN DIEGO, Calif. /ScoopCloud/ — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, is pleased to announce that Jacob Mathews has joined the company as Managing Director of Business Banking. He will be responsible for expanding Bank of Southern California’s client base by actively seeking new business opportunities in Los Angeles County and Orange County.

The Nation’s 34th Largest Retail Insurance Broker Prime Risk Partners Joins EPIC

ATLANTA, Ga. /ScoopCloud/ — Prime Risk Partners Inc. and EPIC Insurance Brokers & Consultants, announced today that they have entered into an agreement to join forces. EPIC, founded in 2007, has grown to become one of the 15 largest U.S. retail insurance brokers and the nation’s 9th largest privately-held insurance brokerage.

FormFree’s Brent Chandler, Faith Schwartz Lend Their Expertise to Prominent Mortgage Industry Events

ATHENS, Ga. /ScoopCloud/ — FormFree today announced that company board member Faith Schwartz and Founder and CEO Brent Chandler have been invited to share their subject matter expertise at prominent upcoming mortgage industry events. Schwartz and Chandler will participate on panels at the Mortgage Bankers Association’s (MBA) Annual Convention and Expo and NEXT Mortgage Events’ #NEXTDC19 conference, respectively.