Category: Finance

EPIC Insurance Brokers Adds John Sames in the Northeast US

PEARL RIVER, N.Y. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced that John Sames has joined the firm’s Northeast Region leadership team in the new position of Director of Operations and Sales.

NEXT and Global DMS Partner to Raise Funds for Girls Inc. of Tarrant County

EDMOND, Okla. /ScoopCloud/ — NEXT Mortgage Events LLC, creator NEXT women’s mortgage tech summit and Global DMS, a leading provider of cloud-based valuation management software, have announced that they partnered to create a fundraising event that raised over $2,700 for Girls Inc. of Tarrant County.

Matic Obtains SOC 2 Type II Certification

COLUMBUS, Ohio /ScoopCloud/ — Matic, the digital homeowners insurance marketplace built for mortgage servicers and lenders, announced that it has successfully completed a Service Organization Control (SOC) 2 Type II audit. Conducted by IS Partners, LLC, a globally recognized certified public accounting firm, the audit verifies that Matic’s information security practices.

IDS Makes National Mortgage Professional’s Inaugural List of Top Mortgage Workplaces

SALT LAKE CITY, Utah /ScoopCloud/ — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has been named to National Mortgage Professional magazine’s inaugural list of Top Mortgage Employers in the Service Providers category. IDS was one of only 10 service providers to be recognized on this year’s list.

Risk and Insurance Honors Eight EPIC Brokers Consultants as 2019 Power Brokers

SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Alexander Brown (Environmental), DeAnna Buck (Captives), Alexandra Forcucci (Real Estate), Maron Impagliazzo (Transportation), Matt Sears (Employee Benefits), and Neil Slattery (Retail) have been recognized as 2019 Power Brokers(R) by Risk & Insurance(R) magazine. Lawrence Kirshner (Employee Benefits) and Laura Tesoriero (Retail) were named as finalists.

Major Utah Title Agency Cottonwood Title Selects SafeWire from SafeChain

COLUMBUS, Ohio /ScoopCloud/ — SafeChain, the industry leader in wire fraud prevention software and blockchain implementation for land title, announced today that Cottonwood Title Insurance Agency, Inc., one of the largest independent title agencies in Utah, has adopted SafeWire(TM) to protect the wire transactions facilitated by its agents across the Wasatch Front.

Base Zero Crypto Custody Keeps Financial Institutions Safe from Theft, Fraud, and Accidental Loss of Client Cryptocurrency Assets

BERKELEY, Calif. /ScoopCloud/ — Multi-signature transaction authorization has become more secure and more convenient, thanks to Base Zero’s handheld signer devices. The devices work in combination with flexible security software that smoothly integrates with existing financial systems. Base Zero institutional crypto custody enables offline safekeeping of client crypto assets while maintaining 24/7 real-time asset access and transaction capability.

Simplifile Named a Top Mortgage Workplace by Mortgage Professional America

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 has garnered a spot on the inaugural Top Mortgage Workplace list, sponsored by industry trade publication Mortgage Professional America (MPA).

OpenClose Integrates its LOS with Continuity Programs’ Mortgage CRM

WEST PALM BEACH, Fla. /ScoopCloud/ — OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced it has completed an integration with Continuity Programs, Inc.’s cloud-based MyCRMDashboard.com customer relationship management (CRM) software.

Quandis Adds Automated Monitoring Feature to its Military Search Service for SCRA Compliance

RANCHO SANTA MARGARITA, Calif. /ScoopCloud/ — Quandis, Inc., a leading default management mortgage technology provider, announced that it incorporated functionality into its Military Search service that empowers clients with the ability to easily customize real-time monitoring data analysis that is more explicit and inclusive in nature, returning the most granular searches in the industry for active military personnel along with detailed reporting.

EPIC Insurance Brokers adds Jose Palmer in Houston, Texas

ScoopCloud Newswire

HOUSTON, Texas /ScoopCloud/ — EPIC Insurance Brokers and Consultants (“EPIC”) announced today that Jose Palmer has joined the firm’s Energy and Marine Practice, within its Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

EPIC Insurance Brokers adds Nikki Howes in Houston TX

HOUSTON, Texas /ScoopCloud/ — EPIC Insurance Brokers and Consultants announced today that Nikki Howes has joined the firm’s Energy and Marine Practice, within its Property and Casualty operations, as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

Mortgage Capital Trading Scores High Marks in Overall Satisfaction, Lender Loyalty, and Functionality Effectiveness According to Recent Study by STRATMOR Group

SAN DIEGO, Calif. /ScoopCloud/ — Mortgage Capital Trading (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that the 2018 STRATMOR Technology Insight Study rated MCT as the leader in overall satisfaction, lender loyalty, and functionality effectiveness in the production pipeline hedging industry, according to survey respondents.

Specialty Tax Firm KBKG Names John W. Hanning Principal

COLUMBUS, Ohio /ScoopCloud/ — Nationwide tax specialty firm KBKG recently promoted John W. Hanning to Principal. John leads a team of engineers and specialists based out of the firm’s Atlanta office that services both the Midwest and Southeast region that stretches from Ohio to Florida.

Mid America Mortgage CEO Jeff Bode Named Top 25 Industry Leader by MReport

ADDISON, Texas /ScoopCloud/ — Mid America Mortgage, Inc. (Mid America) announced today that CEO Jeff Bode has been named one of MReport’s 2019 “The Top 25 Industry Leaders & Influencers.” As MReport Editor-in-Chief Rachel Williams noted in the December 6 announcement regarding the awards program, “MReport’s Top 25 Industry Leaders list celebrates individuals whose unique perspectives are strengthening the industry’s future.”

Celebrity Travel Mishaps: Even Music and Movie Stars Can Benefit from Travel Insurance

NEW YORK, N.Y. /ScoopCloud/ — Scrolling through the Instagram feeds of famous celebrities might lead to the belief that stars never experience the same travel mishaps that ordinary travelers do. According to Travelinsurance.com, we have more in common with famous jet-setters than we realize, in that celebrities face the same travel troubles that can derail anyone’s vacation.

Mary Shah Named Principal at Strategic Benefits Advisors, Inc.

ATLANTA, Ga. /ScoopCloud/ — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today announced the appointment of retirement plan consultant Mary Shah as its newest principal. Shah’s promotion recognizes a track record of outstanding client service delivery and business development contributions since joining SBA.

After, Inc. to showcase its latest predictive analytics solutions at the Field Service Medical Conference on Feb. 25-27, 2019

NORWALK, Conn. /ScoopCloud/ — After, Inc., the global leader Warranty Analytics Solutions since 2005, will be a major participant in the Field Service Medical Conference on February 25-27, 2019. The company announced today that it plans to introduce a powerful suite of optimization solutions at the conference, designed specifically for Medical Device & Medical Equipment manufacturers.

Bank of Southern California Announces Fourth Quarter and Year End 2018 Financial Results

SAN DIEGO, Calif. /ScoopCloud/ — Bank of Southern California, N.A. (OTC Pink: BCAL) announced quarterly net income of $2.0 million for the fourth quarter of 2018, compared to $875 thousand in the third quarter of 2018 and $1.1 million for the fourth quarter of 2017. For the year ended December 31, 2018, net income was $5.3 million compared to $4.0 million for the year ended December 31, 2017.

American Financial Network Deploys CompenSafe to Provide Real-Time Reporting of Loan Originator Compensation

MACON, Ga. /ScoopCloud/ — LBA Ware(TM), provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, announced today that American Financial Network, Inc. (AFN), a mortgage lender with more than 125 branches nationwide, has adopted CompenSafe(TM) to manage loan originator (LO) compensation plans with greater efficiency and transparency.

IDS Caps Off a Successful 2018 with New Mortgage Doc Prep System Functionality, LOS Integrations, and Individual Honors

SALT LAKE CITY, Utah /ScoopCloud/ — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it completed 139 updates to its flagship mortgage document preparation platform idsDoc in 2018. These updates were made in response to regulatory, client and investor directives. They also included the addition of new digital mortgage functionality and loan origination system (LOS) integrations.

Bank of Southern California N.A. Names Scott Yates Regional Managing Director

SAN DIEGO, Calif. /ScoopCloud/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has expanded its business development team with the appointment of Scott Yates as Group Managing Director of Branch Sales and Deposit Origination. He will be responsible for leading the branch banking group in their efforts to grow the bank’s core deposits, deepening existing client relationships and originating new client relationships.