Blue Ridge Bank, N.A. Partners with ReverseVision to Launch HECM and Reverse Lending Division
SAN DIEGO, Calif. /ScoopCloud/ — ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced that it has partnered with North Carolina-based Blue Ridge Bank, N.A. Mortgage Division (Blue Ridge Bank).
Jaime Steers Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor
NEW YORK, N.Y. /ScoopCloud/ — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Jaime Steers has joined the firm as a Director, Wealth Advisor.
DocMagic to Again Support Annual Red Nose Day Fundraising Event
TORRANCE, Calif. /ScoopCloud/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that the company will participate in Red Nose Day for the second year, transpiring on Thursday, May 23, 2019.
MCT Officially Launches Trade Auction Manager to Enable Electronic TBA MBS Trading
SAN DIEGO, Calif. /ScoopCloud/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it has officially launched Trade Auction Manager(TM) (TAM) to enable more efficient bidding of TBA mortgage-backed securities used by lenders to hedge their open mortgage pipelines. The browser-based software module is accessible via MCTlive!, the company’s award-winning comprehensive capital markets platform.
FirstBank Mortgage Reduces Loan Originator Compensation Processing Time by 75 percent with CompenSafe
MACON, Ga. /ScoopCloud/ — LBA Ware(TM), provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, announced today that FirstBank Mortgage has optimized the execution of its incentive compensation with CompenSafe(TM). By replacing spreadsheets with CompenSafe, FirstBank Mortgage has reduced the time it takes to calculate loan compensation by 75 percent
Simplifile Adds 38 Eastern US 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, today announced that 38 additional recording jurisdictions located in 12 states throughout the Mid-Atlantic, Northeast and Southeast U.S. have joined Simplifile’s e-recording network.
After, Inc. Announces Publication of ‘First of its Kind’ Study of Millennials and Extended Service Plans (ESPs)
NORWALK, Conn. /ScoopCloud/ — In December 2018, After, Inc. launched its “Millennials and Extended Service Plans” study, to investigate the attitudes and behavior of Millennials regarding manufacturers’ product warranties and Extended Service Plans (ESPs).
ReverseVision Launches Interactive Tool to Help Originators and Consumers Compare HECM Loans with HELOCs, First- and Second-Lien Mortgages
SAN DIEGO, Calif. /ScoopCloud/ — ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) and senior lending industry, today announced the release of the Comparison Calculator within RV Sales Accelerator (RVSA).
ACEC Business Insurance Trust and Greyling/EPIC Announce New Trustee Appointment
WASHINGTON, D.C. /ScoopCloud/ — The American Council of Engineering Companies (ACEC) Business Insurance Trust (BIT) and Greyling/EPIC Insurance Brokers & Consultants announced today that Paul Boyce, P.E., PG, has been appointed a Trustee for the ACEC Business Insurance Trust.
LBA Ware Receives Best of Macon Award for 5th Consecutive Year
MACON, Ga. /ScoopCloud/ — LBA Ware(TM), provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, has been selected for the 2019 Best of Macon Award in the Software Company category by the Macon Award Program. As a five-time winner of the Best of Macon Award, LBA Ware was also inducted into the 2019 Macon Business Hall of Fame.
Paragon Further Strengthens Operations with its Promotion of Erik Kriens to Regional President in the West
SAN FRANCISCO, Calif. /ScoopCloud/ — Paragon Insurance Holdings LLC (“Paragon”), a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced the promotion of Erik Kriens to Regional President. Kriens is based in Paragon’s San Francisco office and reports directly to Paragon CEO and Co-founder Ron Ganiats.
Bank of Southern California NA Names Sean Dlal 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 Sean Dlal has joined the company as Managing Director of Business Banking in Del Mar. He will be responsible for expanding Bank of Southern California’s client base by actively seeking new business opportunities in the San Diego region.
Simplifile Joins the Arbor Day Foundation’s Time for Trees Initiative
PROVO, Utah /ScoopCloud/ — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced that it is joining the Arbor Day Foundation for the launch of its Time for Trees initiative, a commitment to plant 100 million trees in forests and communities worldwide by 2022.
Adam Glick Appointed Principal of Frenkel and Company – an EPIC Company in New York
NEW YORK, N.Y. /ScoopCloud/ — Frenkel & Company – an EPIC Company announced today that risk management and insurance professional Adam Glick has been appointed Principal of the firm’s operations in New York. Glick is based in EPIC’s New York, NY office and reports to Phil Remig, New York City President & COO.
RMA and CJF Marketing International Introduce ‘Investment Tourism’ Platform
POMPANO BEACH, Fla. /ScoopCloud/ — To celebrate Travel and Tourism Week and Economic Development Week coinciding in 2019, the principals of RMA and CJF Marketing International are introducing their new platform, “Investment Tourism.”
BlackFin Group Officially Launches Financial Services Consulting Practice
IRVINE, Calif. /ScoopCloud/ — BlackFin Group – a boutique-style consulting firm focused on mortgage banking and financial services – announced that it has formally launched operations with the goal of bringing a unique method to projects that drastically deviates from the way traditional consulting practices work with clients.
MQMR Hires Mortgage Compliance Executive Jeff Christensen as Vice President of Sales
LOS ANGELES, Calif. /ScoopCloud/ — Mortgage Quality Management and Research, LLC (MQMR) announced today that it has hired Jeff Christensen as Vice President of Sales. In this role, Christensen will be responsible for leading sales, driving new business opportunities and expanding awareness of the MQMR brand in the market.
IDS Announces Conversion to ZenDesk to Improve Mortgage Doc Prep Customer Service
SALT LAKE CITY, Utah /ScoopCloud/ — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has converted its customer service platform to ZenDesk. The move is designed to better serve IDS customers and help the firm maintain its commitment to responding to all customer inquiries and requests effectively and efficiently.
EPIC to Exhibit at 2019 Gulf Coast Symposium on HR Issues
HOUSTON, Texas /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it will exhibit at the Gulf Coast Symposium on May 15-17, 2019 at the NRG Center in Houston, Texas.
Bank of Southern California NA Announces First Quarter 2019 Results and Reports Growth Amidst Expansion
SAN DIEGO, Calif. /ScoopCloud/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) today reported results for the first quarter ended March 31, 2019. Total assets grew to $769 million for the first quarter of 2019, a 47% increase compared to the first quarter of 2018. Quarterly net income increased 72% to $1.85 million compared to $1.07 million in Q1 of 2018. Total loans ended the quarter at $629 million and total deposits were $636 million.
A New Light in Fort Collins – Brightscape Investments Integrity, Truth, and Trust
FORT COLLINS, Colo. /ScoopCloud/ — Brightscape Investments (Brightscape Investment Centers) was founded by Eric Weiss, a Certified Financial Planner(tm) professional, who saw clients’ best interests not being served while working at a large financial institution. This experience motivated Eric to start a company that put the client’s interest first.
EPIC Acquires Book of Business of Brokers Insurance Mart, Inc. (BIM)
LIVERMORE, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it acquired in an asset sale the book of business of Brokers Insurance Mart, Inc. (BIM) on April 15, 2019.
Multi-Flow Industries, LLC is pleased to announce the acquisition of Draft Beer Services of Atlanta, Georgia
PHILADELPHIA, Pa. /ScoopCloud/ — Following the acquisition of Lenox Martell (Boston) in 2017, Total Systems Control and Jordan’s Draft Services (Pittsburgh) and Main Street Beverage (Philadelphia) in 2018 and now Draft Beer Services of Atlanta, Multi-Flow is able to offer a full range of beverage dispensing and service solutions to its customers in seven new markets.
TRK Connection Integrates with Veri-Tax to Expand Collection of Income Verification Providers Available in Insight RDM
SALT LAKE CITY, Utah /ScoopCloud/ — TRK Connection (TRK), a leading provider of mortgage quality control (QC) and origination management solutions, announced today that it has added 4506-T Income Verification from Veri-Tax, a trusted leader in verification solutions, to its flagship QC audit platform Insight Risk & Defect Management (RDM).
Idaho Now E-recording Statewide with Simplifile
PROVO, Utah /ScoopCloud/ — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced that Nez Perce and Shoshone counties, Idaho, have adopted its e-recording service. Idaho is now the 11th state to implement e-recording statewide using Simplifile.
ARMCO Bolsters C-Suite by Hiring Kyle Kehoe as Chief Revenue Officer
POMPANO BEACH, Fla. /ScoopCloud/ — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, has announced that it has hired Kyle Kehoe as chief revenue officer. Kyle’s focus will be accelerating ARMCO’s organic revenue growth.
NotaryCam and Milo Credit Team Up To Complete International Remote Online Closing Transaction
NEWPORT BEACH, Calif. /ScoopCloud/ — NotaryCam(R), the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has partnered with Milo Credit to complete the lender’s first remote online closing (ROC) transaction.
PitBullTax Software Once Again Dominates Tax Resolution with its Release of Version 5.0
CORAL SPRINGS, Fla. /ScoopCloud/ — PitBullTax Software is excited to announce the release of its most robust and streamlined cloud based software platform to date. PitBullTax, the country’s leading IRS Tax Resolution Software for CPAs, EAs and Tax Attorneys will be unveiling all the cutting edge major enhancements of Version 5.0 to licensees from all over the United States at its PitBullTax Institute User Conference today through May 3 in Fort Lauderdale, Florida.
Travel Insurance 101: Choosing the Best Travel Insurance for Your 2019 Summer Travel
NEW YORK, N.Y. /ScoopCloud/ — Between snowstorms and holiday travel, the winter months may seem the most logical time to buy travel insurance, however according to TravelInsurance.com, spring and summer present just as many potential travel issues that travel insurance can help address. In fact, more than half of all flight delays each year happen in the summer.
Mortgage Capital Trading Bolsters Executive Management Team with Addition of Leslie Winick as Chief Strategy Officer
SAN DIEGO, Calif. /ScoopCloud/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Leslie Winick has joined the company as Chief Strategy Officer (CSO). In this newly created position, Ms. Winick will play an integral role in helping MCT hone its strategic direction, further increase market share, manage rapid growth, and delight clients.
OpenClose Bolsters Sales Team with Addition of Mortgage Software Veteran Tom Buenz
WEST PALM BEACH, Fla. /ScoopCloud/ — OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that Tom Buenz has joined the company in the position of vice president, enterprise sales. In this role, Mr. Buenz will help satisfy an increasing demand for OpenClose’s LOS, digital mortgage point-of-sale (POS) solution and ancillary software products.
EPIC’s Kevin Ach and Walter Palmer to Present on Business Continuity and Theft at 2019 Retail Asset Protection Conference
SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Practice Leader Walter Palmer will facilitate a session on May 6 at Retail Asset Protection Conference and Vice President of Risk Assurance Kevin Ach will present on May 7 at the Gaylord Rockies Resort in Denver.
FormFree Files Patent Application for Employer Data Extraction and Verification Tech
ATLANTA, Ga. /ScoopCloud/ — FormFree today announced the filing of a patent application titled ‘Method and System for Employer Verification,’ which describes the company’s proprietary method and system for verifying the employment and income history of loan applicants.
Michigan-Based Liberty Title Deploys SafeWire to Protect Against Wire Fraud
COLUMBUS, Ohio /ScoopCloud/ — SafeChain, the industry leader in wire fraud prevention software and blockchain implementation for land title, announced today that Liberty Title, the fourth largest independent title company in Michigan, has selected SafeWire(TM) to safeguard wiring instructions as part of the firm’s “Umbrella by Liberty Title” program.
SafeChain Announces Founding Title Partners in Blockchain Network
COLUMBUS, Ohio /ScoopCloud/ — SafeChain, in partnership with 9 independent title agents in Ohio, has launched a blockchain-backed network that enables peer-to-peer transfers of prior title insurance policies to streamline the title search process and drive down costs for member agencies.