Category Archives: Finance

Bank of Southern California NA Extends Loan Facility to NTC Foundation

SAN DIEGO, Calif. /ScoopCloud/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCA), a community business bank headquartered in San Diego, Calif., announced today that it has extended a loan facility to the NTC Foundation, a San Diego-based non-profit organization focused on creating a destination for arts and culture at the former Naval Training Center in San Diego. The new loan facility provided funds for the rehabilitation and refinancing of commercial real estate located in ARTS DISTRICT Liberty Station.

Over a decade ago, the NTC Foundation created an unprecedented opportunity for the San Diego community by introducing ARTS DISTRICT Liberty Station. The historical district for arts, culture and creativity serves as a dynamic hub for both nonprofits and artists, showcasing the hallmarks of the San Diego region and helping fuel the local economy.

"It was important for us to work with a bank that understands our goals and supports our mission to enrich the lives of San Diegans through arts and culture," said Christopher Kiefer, Chief Financial Officer of NTC Foundation.

"We appreciate our relationship with Bank of Southern California. Our tenant mix of community serving and arts related non-profit organizations mixed with visual artists, museums, galleries and creative retail is different than what is found in most real estate projects. Bank of Southern California was able to quickly understand the nuances of our specific business mission and offered a banking package that exceeded the criteria set up by our Finance Committee. We greatly value their support and guidance," added Kiefer.

"Bank of Southern California has been serving the San Diego community for over 18 years and continues its strong commitment to businesses and organizations focused on contributing to the local economy, enriching our community, and preserving the city's culture and history," said Marie Crivello, Senior Managing Director at Bank of Southern California.

"We are excited to support the NTC Foundation in their continued efforts to create a special place that was once a shuttered Naval base," Crivello concluded.

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-medium 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 ten branches in San Diego County, Los Angeles County, the Coachella Valley in Riverside County, as well as production offices in West Los Angeles and Orange County.

For more information, please visit https://www.banksocal.com/ or call (858) 847-4780.

Tickers: OTC Pink:BCAL / OTC:BCAL / OTCMKTS: BCAL / OP: BCAL

Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCA), a community business bank headquartered in San Diego, Calif., announced today that it has extended a loan facility to the NTC Foundation, a San Diego-based non-profit organization focused on creating a destination for arts and culture at the former Naval Training Center in San Diego.

Related link: https://www.banksocal.com/

Simplifile Recognized as HW Tech100 Winner for Fourth Consecutive Year

PROVO, Utah /ScoopCloud/ -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced that it has been included on the sixth annual HW Tech100(TM) list published by housing and mortgage industry trade magazine HousingWire.

This year marks the fourth consecutive year Simplifile has made the Tech100 list, which recognizes technology companies from all sectors of the U.S. housing economy that "continue to push the edge of innovation to move markets forward."

"These companies hold the most innovative and impactful technology in mortgage finance and continue to move markets forward with their new innovations," HousingWire Associate Editor Kelsey RamÃrez said. "The future is bright for the mortgage industry, and it's because these companies continue to push the edge of what is possible."

In its profile on Simplifile in the April issue, HousingWire focused on Simplifile's e-recording adoption growth in 2018. Last year, the company achieved 50 percent market penetration in terms of total U.S. recording jurisdictions e-recording through Simplifile. In addition, the magazine also highlighted Simplifile's digital mortgage efforts through its integration with Docutech, as well as the benefits lenders and settlement agents continue to experience through its Collaboration and Post Closing tools.

"Technology continues to push the boundaries of what is possible in today's mortgage market, and Simplifile is proud to be included amongst this elite group of vendors that are working each and every day to make an end-to-end digital real estate transaction a reality," Simplifile President Paul Clifford said. "On behalf of the entire Simplifile team, I want to thank the editorial staff at HousingWire for this tremendous honor."

The full list of this year's winners is available at https://www.housingwire.com/articles/48513-here-are-the-housingwire-2019-tech100-winners.

About HousingWire:

HousingWire is the nation's most influential source of news and information for U.S. mortgage markets, boasting a readership that spans lending, servicing, investments and real estate market participants as well as financial market professionals.

Winner of numerous awards, including a 2012 Eddie Award for national editorial excellence in the B-to-B Banking/Business/Finance, HousingWire has been recognized for excellence in journalism by the Society of Business Editors and Writers, the American Society of Business Press Editors, the National Association of Real Estate Editors, and Trade Association Business Publications International.

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, announced that it has been included on the sixth annual HW Tech100(TM) list published by housing and mortgage industry trade magazine HousingWire.

Related link: https://simplifile.com/

IDS Makes Fifth Appearance on HW TECH100

SALT LAKE CITY, Utah /ScoopCloud/ -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has been named to the 2019 HW TECH100(TM) list published by mortgage industry trade magazine HousingWire. IDS was part of the inaugural TECH100 list, and 2019 marks the fifth year IDS has made the list.

"At IDS, our philosophy has always been to deliver innovative technology that is also rooted in reality to ensure it meets the current needs of our clients," said IDS Vice President and General Manager Mark Mackey. "To be recognized among the mortgage industry's best and brightest tech companies is truly an honor, and on behalf of IDS, I'd like to personally thank HousingWire for naming IDS as a Tech100 winner once again."

The HW TECH100 recognizes the top 100 fintech companies that are driving housing technology innovation. HousingWire editors noted the April 2018 release of IDS's Hybrid eClosing product as one of the reasons for including IDS on this year's list. Hybrid eClosings allow for faster, more seamless mortgage real estate closing transactions. The service is also integrated with IDS's Good Faith Analysis, which can help lenders avoid tolerance cures and meet the Consumer Financial Protection Bureau's (CFPB) "Know Before You Owe" mandate to improve the borrower experience for consumers.

"This year's Tech100 list is stronger than ever! We leveraged a highly-qualified selection committee to review all nominations and guide the selection process. This extra layer of expertise and practical exposure to selected companies was influential in helping HousingWire recognize the 100 fintech companies that deserve the honor of being named the greatest players in the game," said HousingWire Editor-in-Chief Jacob Gaffney. "We couldn't be more proud of the innovators and entrepreneurs behind these organizations, and we hope you'll join us in celebrating their inclusion on the most prestigious list of its kind - the HW Tech100."

"These companies hold the most innovative and impactful technology in mortgage finance and continue to move markets forward with their new innovations," HousingWire Associate Editor Kelsey RamÃrez said. "The future is bright for the mortgage industry, and it's because these companies continue to push the edge of what is possible."

To view the full list of winners, visit https://www.housingwire.com/articles/48513-here-are-the-housingwire-2019-tech100-winners.

About HousingWire:
HousingWire is the nation's most influential source of news and information for U.S. mortgage markets, boasting a readership that spans lending, servicing, investments and real estate market participants as well as financial market professionals.

Winner of numerous awards, including a 2012 Eddie Award for national editorial excellence in the B-to-B Banking/Business/Finance, HousingWire has been recognized for excellence in journalism by the Society of Business Editors and Writers, the American Society of Business Press Editors, the National Association of Real Estate Editors, and Trade Association Business Publications International.

About IDS, Inc.:
IDS, a Reynolds and Reynolds company, was founded in 1986 in Salt Lake City, Utah, and is a nationwide provider of mortgage documents and compliance. IDS services include eSignatures, closing documents, initial disclosures, document fulfillment and integration with leading loan origination systems and eClosing platforms. The IDS flagship doc prep solution, idsDoc, is recognized in the industry for its ability to be customized to meet specific lender needs, particularly in regards to major industry compliance changes. (https://info.idsdoc.com/)

Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has been named to the 2019 HW TECH100(TM) list published by mortgage industry trade magazine HousingWire. IDS was part of the inaugural TECH100 list, and 2019 marks the fifth year IDS has made the list.

Related link: https://info.idsdoc.com/

ReverseVision Named to HousingWire Magazine’s Tech100 List of Top Housing Technology Companies for a Fourth Year

SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced it has been named to HousingWire (HW) Magazine's Tech100(TM) list of innovative housing technology companies for a fourth time. ReverseVision was previously named a HW Tech100 honoree in 2015, 2017 and 2018.

ReverseVision was recognized for its position as the industry's most trusted provider of technology and training for HECM origination and senior lending. ReverseVision's flagship origination system, RV Exchange (RVX), is used by 10 of the top 10 HECM lenders and processes more reverse loans than all other solutions combined.

"As a company, ReverseVision is intently focused on providing our HECM and reverse originating customers with technology that enables them to flourish," said John Button, president and CEO of ReverseVision. "Accelerated by mortgage market conditions, generational lending has moved from a concept to reality. Coupled with the massive growth in proprietary senior lending products we are rapidly spearheading game-changing partnerships, developing new components and implementing APIs that enable reverse lenders to improve performance by connecting with other similar best-of-breed mortgage systems."

"This year's Tech100 list is stronger than ever! We leveraged a highly-qualified selection committee to review all nominations and guide the selection process. This extra layer of expertise and practical exposure to selected companies was influential in helping HousingWire recognize the 100 fintech companies that deserve the honor of being named the greatest players in the game," said HousingWire Editor-in-Chief Jacob Gaffney. "We couldn't be more proud of the innovators and entrepreneurs behind these organizations and we hope you'll join us in celebrating their inclusion on the most prestigious list of its kind - the HW Tech100."

Now in its sixth year, the HW Tech100 awards program recognizes the most innovative technology companies in U.S. real estate, mortgage lending, mortgage servicing and investments. The full list of honorees can be viewed in the April edition of HW Magazine and online at https://www.housingwire.com/articles/48513-here-are-the-housingwire-2019-tech100-winners.

About ReverseVision:
ReverseVision, Inc. is the leading provider of technology and training for Home Equity Conversion Mortgage (HECM) origination. With many thousands of active users, ReverseVision technology is used by 10 of the top-ten reverse mortgage lenders and supports more HECM transactions than all other systems combined. The company's comprehensive product suite also includes HECM sales and education tools and a dedicated professional services team. ReverseVision partners with some of the finest and fastest-growing banks, credit unions and lending organizations in the United States to provide its HECM technology to brokers, correspondents, lenders and investors.

A four-time HousingWire TECH100(TM) company, ReverseVision has also been recognized in Deloitte's Technology Fast 500(TM) listing. ReverseVision's annual user conference, the only event of its kind in the industry, brings together more than 200 lenders, vendors and educators each year to advance HECM lending. The company continues to build on its technology's pioneering capabilities with frequent enhancements aimed at boosting users' HECM volume, workflow efficiency and data analysis capabilities.

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

About HousingWire:
HousingWire is the nation's most influential source of news and information for U.S. mortgage markets, boasting a readership that spans lending, servicing, investments and real estate market participants as well as financial market professionals.

Winner of numerous awards, including a 2012 Eddie Award for national editorial excellence in the B-to-B Banking/Business/Finance, HousingWire has been recognized for excellence in journalism by the Society of Business Editors and Writers, the American Society of Business Press Editors, the National Association of Real Estate Editors, and Trade Association Business Publications International.

Twitter: @ReverseVision @HousingWire #2019HWTECH100

ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced it has been named to HousingWire (HW) Magazine's Tech100 list of innovative housing technology companies for a fourth time. ReverseVision was previously named a HW Tech100 honoree in 2015, 2017 and 2018.

Related link: https://www.reversevision.com/

EPIC to Sponsor 2019 International Association of Interviewers Elite Training Day

FORT MYERS, Fla. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it will sponsor the International Association of Interviewers (IAI) Elite Training Day on Wednesday, April 3 and Thursday, April 4, 2019 at Chico's Headquarters in Fort Myers, Fla.

EPIC Practice Leader and IAI Advisory Board Member Walter Palmer and Vice President of Risk Assurance Kevin Ach will attend the event on behalf of the Integrated Risk Solutions Practice, a team of risk assurance and asset protection professionals that bring a comprehensive perspective to building strategic initiatives.

Palmer and Ach, will be joined at the event by EPIC's Sr. Field Director Dennis Lonergan and his team of Field Directors, all of whom are Certified Forensic Interviewers.

IAI fills a unique niche for the interview and interrogation community to support and represent its distinct needs. The creators of the Certified Forensic Interviewer designation (CFI) recognized the need for ongoing education and collaboration among individuals whose job responsibilities include interviewing, interrogation and investigations. In June of 2012, IAI was created to become a knowledge and skills development resource for its members including law enforcement, loss prevention, risk management, audit, government agencies, insurance companies, banking, military, students and human resources.

Elite Training Day is the only event of its kind focused on the craft of interviewing and interrogation. It was created by IAI for Certified Forensic Interviewers to promote their educational growth as elite interviewers. The event is designed for anyone interested in becoming an elite interviewer and attendees will hear from industry professionals on key topics. Past events have been attended by high-level executives from various disciplines including loss prevention/asset protection, law enforcement, human resources, inspector generals, auditors, government officials and educators.

Click here to register for the event: https://www.w-z.com/register/?id=967

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 1,800 team members operating from 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $575 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, including inquiries about employment, please visit https://www.epicbrokers.com/.

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it will sponsor the International Association of Interviewers (IAI) Elite Training Day on Wednesday, April 3 and Thursday, April 4, 2019 at Chico's Headquarters in Fort Myers, Fla.

Related link: https://www.epicbrokers.com/

DocMagic Earns a Spot on the HW TECH100 For the Sixth Straight Year

TORRANCE, Calif. /ScoopCloud/ -- DocMagic, Inc., the premier provider of dynamic loan document preparation, automated regulatory compliance and comprehensive eMortgage solutions, announced that HousingWire has honored the company with the HW TECH100(TM) award for the sixth year in a row.

Since launching the Tech 100 awards in 2014, HousingWire has been recognizing the companies that continue to push the edge of innovation and move markets forward. From startups to technology giants, the award focuses on a wide range of organizations in the U.S. housing economy, spanning real estate, mortgage lending, mortgage servicing and investments.

HousingWire named DocMagic an early winner, crediting the company's suite of interconnected digital solutions with streamlining communication, collaboration and the compliant exchange of data in real-time throughout the lending process. DocMagic's solutions benefit entities across the digital mortgage ecosystem, enabling seamless connectivity between borrowers, originators, lenders, warehouse lenders, custodians, settlement providers, investors, servicers, GSEs and other relevant parties.

"Innovation is a core pillar across our organization. It's important to us that we consistently deliver proven technology solutions that move the mortgage industry towards a paperless digital mortgage process," says Jonathan Kearns, SVP of technology solutions at DocMagic.

"At the same time, we will always provide our customers with tools to keep them compliant. We believe our proven, single-source, end-to-end digital mortgage solution offer some of the most innovative and impactful technology within the housing industry and we're thrilled that DocMagic's ongoing efforts were recognized by HousingWire with a 2019 HW TECH100 award."

About DocMagic:
DocMagic, Inc. is the leading provider of fully-compliant loan document preparation, compliance, eSign, eDelivery and eMortgage solutions for the mortgage industry. Founded in 1987 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/.

About HousingWire:
HousingWire is the nation's most influential industry news source covering the U.S. housing economy, spanning residential mortgage lending, servicing, investments, and real estate operations. The company's news, commentary, magazine content, industry directories, and events give more than one million industry professionals each year the insight they need to make better, more informed business decisions. Winner of numerous awards, including a 2012 Eddie Award for national editorial excellence in the B2B Banking/Business/Finance category, HousingWire has been recognized for excellence in journalism by the Society of Business Editors and Writers, the American Society of Business Press Editors, the National Association of Real Estate Editors, and Trade Association Business Publications International. Learn more at https://www.housingwire.com/.

DocMagic, Inc., the premier provider of dynamic loan document preparation, automated regulatory compliance and comprehensive eMortgage solutions, announced that HousingWire has honored the company with the HW TECH100(tm) award for the sixth year in a row.

Related link: https://www.docmagic.com/

NEXT Wins PROGRESS in Lending Innovations Award

EDMOND, Okla. /ScoopCloud/ -- NEXT Mortgage Events LLC, creator NEXT women's mortgage tech summit, has announced that it was named a winner of the Innovations Award from PROGRESS in Lending Association.

PROGRESS in Lending named the Innovations award winners at its ninth annual namesake event. Winners were selected based on the innovation's overall industry significance, the originality of the innovation, the positive change the innovation made possible, the intangible efficiencies gained as a result of the innovation, and the hard cost and time savings that the innovation enables industry participants to achieve. All applications were scored on a weighted scale.

NEXT, the mortgage industry's only technology-centric summit for women executives, was selected for this award based on several unique contributions to the mortgage space:
* NEXT expands the industry-wide visibility allotted to accomplished women mortgage executives
* NEXT is the only open event that provides competitive intel directly from executives currently employed at mortgage lending institutions
* NEXT's effective networking environment has yielded millions of dollars in technology sales, partnerships, and promotions in just over one year.

NEXT is a biannual technology summit for senior executives in mortgage lending. It features lender-centric educational content, technology showcases and meetings, and numerous networking events. Pre-registration for the August 2019 event is currently open to NEXT VIPs. Registration will open to the general public in April.

About NEXT Mortgage Events LLC:

In January 2018, NEXT Mortgage Events broke the mortgage industry's unspoken barriers that limit women's access to competitive intel and networking-based information exchange, when it introduced NEXT, the mortgage technology summit for women. NEXT is a two-day, tech-focused symposium based on lenders sharing competitive intel with other lending executives.

A boutique gathering, each NEXT event is limited to 200 attendees, and targets a select group of decision-making executives. Roughly 85-90 percent of lender attendees hold a title of VP or higher and approximately 85 percent of attendees are women. NEXT is held twice a year, in winter and summer.

For more information:
Visit https://www.nextmortgageconference.com/ - or follow @NEXTmtgEvents or email info@NEXTmortgageEvents.com.

NEXT Mortgage Events LLC, creator of the NEXT women's mortgage tech summit, has announced that it was named a winner of the Innovations Award from PROGRESS in Lending Association.

Related link: https://www.nextmortgageconference.com/

EPIC Adds Vanessa Smiley in Atlanta, Georgia

ATLANTA, Ga. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of Vanessa Smiley who will assume a key role in EPIC's growing Integrated Risk Solutions Consulting Practice as Senior Vice President, Operations.

Smiley joins EPIC from Beecher Carlson in Atlanta, where she served as Vice President, Claims Operations.

Maurice Edwards, Managing Principal of EPIC's Integrated Risk Solutions Practice, commented, "We are very pleased and excited to add Vanessa, a well-respected thought leader in the area of operational efficiency. Vanessa will lead operations with a focus on building processes and procedures to further expand and enhance the value we deliver to our clients."

Vanessa Smiley can be reached by email at vanessa.smiley@epicbrokers.com or by phone at (708) 287-0641.

Learn more about EPIC Integrated Risk Solutions at https://www.epicbrokers.com/product/integrated-risk-solutions/

About EPIC Insurance Brokers & Consultants:

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 1,800 team members operating from 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $575 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

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

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of Vanessa Smiley who will assume a key role in EPIC's growing Integrated Risk Solutions Consulting Practice as Senior Vice President, Operations.

Related link: https://www.epicbrokers.com/

EPIC Adds Chris Knight in Atlanta Georgia

ATLANTA, Ga. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of Chris Knight who will assume a key role in EPIC's growing Integrated Risk Solutions Consulting Practice as Senior Vice President, Analytics and Innovation.

Knight joins EPIC from Beecher Carlson in Atlanta, where he served as Vice President, Analytics.

Maurice Edwards, Managing Principal of EPIC's Integrated Risk Solutions Practice, commented, "Chris will be responsible for creating and delivering our cutting-edge advanced analytical tools that drive innovation throughout our organization. Through his leadership, EPIC will leverage quantitative and statistical techniques to enhance decision-making and generate solutions to drive cost reduction, and optimize value for our clients."

Chris Knight can be reached by email at christopher.knight@epicbrokers.com or by phone at (770) 883-7620.

Learn more about EPIC Integrated Risk Solutions at https://www.epicbrokers.com/product/integrated-risk-solutions/

About EPIC Insurance Brokers & Consultants:

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 1,800 team members operating from 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $575 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

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

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of Chris Knight who will assume a key role in EPIC's growing Integrated Risk Solutions Consulting Practice as Senior Vice President, Analytics and Innovation.

Related link: https://www.epicbrokers.com/

Bank of Southern California NA Appoints Ashley Lopez as Branch 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 announced the appointment of Ashley Lopez as Branch Managing Director for the company's Carlsbad office. She will be responsible for expanding Bank of Southern California's market presence by actively seeking new business banking relationships with a focus on San Diego's North County communities.

Mrs. Lopez has nearly ten years of industry experience encompassing sales, operations and cash management. Most recently, she served as Regional Relationship Banking Officer for Silvergate Bank covering Los Angeles, Orange County and San Diego Counties. She holds a bachelor's degree from California State University Channel Islands.

"Ashley is a seasoned banker with deep local roots and a passion for serving San Diego's business community," said Gaylin Anderson, Executive Vice President, Chief Banking Officer. "We are excited to welcome Ashley to the team and are confident that she will help us strengthen our position in the market."

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-medium 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 ten branches in San Diego County, Los Angeles County, the Coachella Valley in Riverside County, as well as production offices in Orange County and West Los Angeles.

For more information, please visit https://www.banksocal.com/ or call (858) 847-4780.

Tickers: OTC Pink:BCAL / OTC:BCAL / OTCMKTS: BCAL / OP: BCAL

Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of Ashley Lopez as Branch Managing Director for the company's Carlsbad office. She will be responsible for expanding Bank of Southern California's market presence by actively seeking new business banking relationships with a focus on San Diego's North County communities.

Related link: https://www.banksocal.com/

Home Point Financial Partners with Matic to Offer Customers Lowest Market Rates on Homeowners Insurance

COLUMBUS, Ohio /ScoopCloud/ -- Digital insurance agency Matic announced today that it has partnered with Home Point Financial Corporation ("Home Point"), a national, mortgage originator and servicer, to help its mortgage servicing customers find competitively priced homeowners insurance.

Through the partnership, Matic will proactively analyze Home Point customers' current homeowners insurance coverage and identify individuals who could save money simply by switching to a different A-rated insurance carrier. Because Matic instantly shops for real-time rates with more than a dozen carriers, it can save homeowners an average of $517 on annual premiums.

"At Home Point, we value the relationship we have with our customers," said Home Point COO Brian Brizard. "We constantly seek ways to improve their lives and their finances. Our partnership with Matic gives Home Point customers access to a fast and efficient way to insure their home with confidence."

"Integrating homeowners insurance into the mortgage loan process is a win-win for Home Point's customers," said Matic Co-founder and CEO Ben Madick. "Matic helps Home Point stay connected with its customers in the best possible way - by providing a quick and potentially cost-saving way to find the right homeowners coverage for their mortgage loan."

About Matic:
Matic is a digital homeowners insurance marketplace built for mortgage servicers and lenders. Matic's proprietary technology analyzes data from loan origination and servicing software to give homebuyers multiple policy options within seconds - without any manual data entry or lengthy questionnaires. With more than 20 A-rated carrier partners and industry-leading customer service ratings, Matic helps loan officers close deals faster and enables mortgage servicers to delight customers with an average of $517 in unexpected savings. For more information, visit https://matic.com or follow Matic on LinkedIn.

About Home Point Financial:
Home Point Financial is a national mortgage originator and servicer. With the goal of providing a superior customer experience, Home Point has an innovative approach to lending, focusing on speed, quality and consistency for customers and partners. Home Point's operating philosophy is defined by the simple but very impactful statement - "We Care."

Located in Ann Arbor, MI, Home Point Financial is a subsidiary of Home Point Capital LP, a financial services holding company founded in 2014 and owned by members of management and by investment funds managed by Stone Point Capital LLC. For further information about Home Point Financial, please visit https://www.homepointfinancial.com.

Twitter: @maticinsurance @HomePointLoans #HOI #homeownersinsurance #mortgageservicing

Digital insurance agency Matic announced today that it has partnered with Home Point Financial Corporation ("Home Point"), a national, mortgage originator and servicer, to help its mortgage servicing customers find competitively priced homeowners insurance.

Related link: https://maticinsurance.com/

FormFree Joins Financial Data Exchange (FDX)

ATHENS, Ga. /ScoopCloud/ -- FormFree(R) announced today that it has joined the Financial Data Exchange (FDX), a non-profit group that promotes information sharing and security standards for the financial sector. A leading provider of digital asset, income and employment verification, FormFree brings over a decade of experience in protecting the safety and integrity of sensitive consumer data.

FDX is the leader of an industry-wide commitment to enhance consumer controls of financial data. Its members span the financial services ecosystem and include financial institutions, data aggregators, fintechs and banking core processors. Other recent new members include American Express, Blend, FirstBank, Fiserv, Goldman Sachs, Navy Federal Credit Union, Quovo and Trust Stamp. Together, the members of FDX are implementing technical standards that make it easier and safer for consumers to use their financial data with third parties.

FormFree works with banks, mortgage lenders and other financial services providers to streamline the loan origination process and provide better intelligence on borrowers' ability to repay loans. Its award-winning technologies

"Ensuring the security and accuracy of consumer data has always been FormFree's top priority," said FormFree Founder and CEO Brent Chandler. "Partnering with FDX is a valuable opportunity to connect with like-minded leaders in the financial sector to develop and grow industry acceptance of unified standards for data security and access."

About FormFree(R):
FormFree is a fintech company whose market-leading AccountChek(R) Asset Reports are used by lenders nationwide to verify borrower assets, employment and income in minutes. To date, more than 1,000 U.S. lenders have ordered over 1.25 million AccountChek Asset Reports, delighting their customers with a paperless experience and reducing origination timelines by up to 20 days. FormFree offers automated analysis and standardized delivery to lenders and their investors using a secure ReIssueKey(TM). A HousingWire TECH100(TM) company for four consecutive years, FormFree is based in Athens, Georgia.

For more information, visit https://www.formfree.com/or follow FormFree on LinkedIn.

About the Financial Data Exchange:
Financial Data Exchange (FDX) is a non-profit financial industry organization dedicated to promoting and enhancing a common interoperable standard for securely sharing consumer financial data. Open to financial institutions, fintech companies and other industry participants, FDX puts consumers in control of their personal financial data and facilitates the development, growth and industry-wide adoption of the FDX API's operating framework. FDX is a subsidiary of FS-ISAC. For more information and to join, visit https://www.financialdataexchange.org/.

Twitter: @RealFormFree @FDXOrg #digitalmortgage

FormFree(R) announced today that it has joined the Financial Data Exchange (FDX), a non-profit group that promotes information sharing and security standards for the financial sector. A leading provider of digital asset, income and employment verification, FormFree brings over a decade of experience in protecting the safety and integrity of sensitive consumer data.

Related link: https://www.formfree.com/

Mid America COO Kara Lamphere Honored as ‘Tech All-Star’ by Mortgage Bankers Association

ADDISON, Texas /ScoopCloud/ -- Mid America Mortgage, Inc. (Mid America) announced today that Mid America Chief Operating Officer Kara Lamphere was one of four mortgage technology innovators honored by the Mortgage Bankers Association (MBA) as a 2019 MBA Insights Tech All-Star. The award, now in its 18th year, recognizes "industry leaders who have made outstanding contributions in mortgage technology." Lamphere was recognized during a ceremony on Monday, March 25 during the MBA's Technology Solutions Conference & Expo 2019 at the Hyatt Regency in Dallas.

"When Mid America brought me on board to help lead its eMortgage conversion, our goal was simply to engineer a digital process which would deliver the kind of cost and efficiency savings we knew would be key to achieving market longevity," Lamphere said. "Being recognized by my peers and the industry for these efforts is truly an unexpected honor, and I especially want to thank my fantastic team and Mid America's CEO Jeff Bode, without whom this honor would not be possible."

Lamphere was recognized for leading Mid America's recent debut of its consumer-direct digital mortgage application and eClosing platform Click n' Close. By eliminating 85 percent of homebuyers' paperwork, Click n' Close delivers a loan decision within one business day, condenses application-to-closing time to two weeks and cuts closing time to just 15 minutes. As the architect of Mid America's eMortgage transition in 2016, Lamphere's knowledge of the digital mortgage landscape was integral to the platform's development and launch.

Thanks to the digital mortgage process Lamphere has helped put into place, Mid America has experienced at least 25 percent or more in cost savings on a per loan basis and currently accounts for roughly 85 percent of Fannie Mae's total eNote purchases. In 2018, Mid America executed 65.8 percent of its total retail production and 57.8 percent of its combined retail and wholesale production using eClose.

"There was no question in my mind that Kara was the person to lead our digital mortgage strategy, and what she has been able to achieve is truly remarkable," Bode said. "As the true eMortgage draws closer to becoming an industry-wide reality, Kara wields the kind of expertise that places her and Mid America at the forefront of the mortgage industry's digital revolution, and we are proud to call this 'Tech All-Star' one of our own."

About Mid America Mortgage, Inc.:
Mid America Mortgage, Inc., Addison, Texas, is a multi-state, full-service mortgage lender serving consumers and mortgage originators through its retail, wholesale and correspondent channels. We offer a wide range of residential home loan programs to meet the needs of most home buyers and homeowners and are also the nation's leading provider of Section 184 home loans for Native Americans. Learn more at https://www.midamericamortgage.com/.

In operation since 1940, Mid America has thrived by retaining its entrepreneurial spirit and leading the market in innovation, including its adoption of eClosings eNotes. Click n' Close is Mid America's ultra-secure, digital mortgage approval and closing process that gets home buyers from application to closing within two weeks. With just a few clicks at closing, Click n' Close puts keys in the home buyer's hand in 15 minutes or less. Apply online at https://clicknclose.com.

Mid America is looking for tech-savvy, service-oriented mortgage professionals to join its growing team. We are dedicated to providing our employees with industry-leading tools and technology to deliver a great package of competitive pricing, programs and knowledgeable service. Want to join our team? Visit http://www.midamericamortgage.com/careers/.

Twitter: @midamericamtge, @Click_n_Close

Mid America Mortgage, Inc. (Mid America) announced today that Mid America Chief Operating Officer Kara Lamphere was one of four mortgage technology innovators honored by the Mortgage Bankers Association (MBA) as a 2019 MBA Insights Tech All-Star. The award, now in its 18th year, recognizes "industry leaders who have made outstanding contributions in mortgage technology."

Related link: https://www.midamericamortgage.com/

EPIC Insurance Brokers Adds Kevin Grady and Christian Florence in Atlanta

ATLANTA, Ga. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of Kevin Grady and Christian Florence, both recognized experts in utilizing rigorous data analyses, benchmarking, and key performance metrics to reduce the total cost of risk.

Grady and Florence will join as Managing Principals and together with current EPIC Managing Principals Maurice Edwards and Jim Bacon (who recently joined EPIC through its Integro USA acquisition) will be responsible for leveraging data analytics to design and execute cost containment strategies that are proven to improve year-over-year outcomes and reduce the total cost of risk for EPIC clients.

Both Grady and Florence join EPIC from Beecher Carlson in Atlanta, where Grady served as Senior Managing Director and Florence as Managing Director, each focusing on Loss Cost Reduction solutions and practices.

Marc Kunney, President of the recently acquired Integro USA operations of EPIC, said "We are very pleased and excited to add these two highly regarded Loss Cost Reduction professionals to join Maurice Edwards and Jim Bacon of our EPIC team. Kevin and Christian are widely recognized for the depth of their experience and knowledge, creativity and innovation, and effective client consulting skills and abilities. They will add significantly to the resources and support we can make available to our larger and more complex clients, as well as to EPIC team members across the country."

Maurice Edwards, Managing Principal of Integrated Risk Solutions, on behalf of himself and Jim Bacon, also commented that "With the addition of Kevin and Christian, today marks a watershed day for EPIC's delivery of a best-in-class cost containment service for our clients. Since joining forces with the highly skilled professionals at Integro USA, EPIC has committed to creating a consulting practice focused on enterprise risk management services including a full suite of pre-loss risk assurance and avoidance, asset protection, training and awareness, and post-loss servicing. We are thrilled to have Kevin and Christian on our team"

Kevin Grady can be reached by email at kevin.grady@epicbrokers.com or by phone at (615) 604-8983.

Christian Florence can be reached by email at christian.florence@epicbrokers.com or by phone at (804) 873-3802.

About EPIC Insurance Brokers & Consultants

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 1,800 team members operating from 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $575 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, including inquiries about employment, please visit https://www.epicbrokers.com/

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of Kevin Grady and Christian Florence, both recognized experts in utilizing rigorous data analyses, benchmarking, and key performance metrics to reduce the total cost of risk.

Related link: https://www.epicbrokers.com/

LBA Ware Founder and CEO Lori Brewer Selected as 2019 Tech All-Star by Mortgage Bankers Association

MACON, Ga. /ScoopCloud/ -- LBA Ware(TM), provider of the leading automated compensation and sales performance management platform for mortgage lenders, today announced that company Founder and CEO Lori Brewer has been named a winner of the 2019 MBA Insights Tech All-Star award. Brewer accepted her award today during the opening session of the Mortgage Bankers Association's Technology Solutions Conference & Expo 2019 in Dallas.

A renowned technologist and expert on loan originator (LO) compensation and productivity, Brewer was recognized for transforming the way mortgage lenders keep pace in a tight market. LBA Ware's CompenSafe(TM), the only mortgage-specific incentive compensation platform, is the result of Brewer's expertise as a software developer, deep understanding of mortgage compensation and penchant for creating order out of complex datasets.

To date, CompenSafe has calculated more than $2 billion in LO compensation and has helped lenders of all stripes better manage their compensation plans and gain insight into performance.

"Helping lenders see their data in new ways and identify opportunities to motivate performance has been the focus of my career," said Brewer. "I'm deeply honored to accept this award on behalf of the entire LBA Ware team and look forward to continued opportunities to help lenders transform their productivity."

Now in its 18th year, the MBA's Tech All-Star program recognizes outstanding leaders for their contributions to mortgage lending through technology. Brewer was one of only four individuals selected to receive the award this year. The other three 2019 Tech All-Star award recipients named were Paul Akinmade, chief marketing officer at CMG Financial; Kara Lamphere, chief operating officer at Mid America Mortgage; and Laurie Pyle, chief operating officer at Factom.

About LBA Ware:

Founded in 2008, LBA Ware's mission is to inspire opportunity by delivering solutions that are essential to the way mortgage companies operate. We are a trusted partner and play a key role in our clients' success by enabling them to motivate, incentivize and better leverage the human potential within their organizations. Our applications automate traditionally manual business processes for which an existing software solution does not exist, empowering lenders to create an integrated software environment that maximizes their productivity and operational efficiency.

For more information about LBA Ware and our software solutions, visit https://lbaware.com.

Twitter: @LBAWare @MBAMortgage #digitalmortgage #MBATech19

LBA Ware(TM), provider of the leading automated compensation and sales performance management platform for mortgage lenders, today announced that company Founder and CEO Lori Brewer has been named a winner of the 2019 MBA Insights Tech All-Star award. Brewer accepted her award today during the opening session of the Mortgage Bankers Association's Technology Solutions Conference & Expo 2019 in Dallas.

Related link: https://lbaware.com/

Global DMS Launches SnapVal to Provide Instant, Accurate, Guaranteed Appraisal Pricing Early on in the Origination Process

DALLAS, Texas /ScoopCloud/ -- MBA's Technology Solutions Conference & Expo -- Global DMS, a leading provider of cloud-based valuation management software, today announced the official rollout of SnapVal(TM), an automated solution that utilizes the property address to return a guaranteed price on any residential appraisal in the U.S.

Under the TILA-RESPA Integrated Disclosure (TRID) rule, lenders are bound by the fees represented on the Loan Estimate (LE). Unlike static fees, appraisals are a variable cost that lenders constantly struggle to ensure pricing accuracy. If there is any change to the appraisal fee, TRID dictates that a revised LE must be issued to the consumer. This requirement, coupled with strong lender motivation to complete deals and close on time, often results in the lender absorbing appraisal fee discrepancies or scrambling to quickly re-issue the LE.

"We identified a need in the marketplace to address a common problem that lenders are regularly challenged with in providing accurate appraisal quotes and then ensuring pricing on the Loan Estimate is consistent and compliant," stated Vladimir Bien-Aime, president and CEO at Global DMS.

"Lenders that have a digital mortgage strategy in place to receive, and in turn disclose accurate appraisal fees on the LE at first issuance will be a step ahead of competitors that haven't reconciled their workflows in this unforgiving zero-tolerance environment. SnapVal is a piece of technology that lenders currently lack from their digital mortgage strategies. By leveraging SnapVal, they will save time and money, as well as increase their pull-through rates while elevating the borrower experience."

SnapVal integrates seamlessly with loan origination systems (LOS), digital mortgage point-of-sale (POS) systems, borrower-facing web portals and propriety lending or servicing platforms. Global DMS provides a configurable RESTful API web service that facilitates swift and cost-effective integrations.

SnapVal allows lenders to easily automate the insertion of the appraisal fee into the LE, expedite payment, and enable real-time ordering of appraisals from directly from within their software system of choice. Lenders have several options to configure appraisal pricing including the lowest price provider, percentage allocation, or round-robin distribution. This helps hone pricing accuracy by taking into account key factors including region, appraiser availability, experience, and more. As a result, appraisal pricing guesswork is removed and replaced with automation accuracy.

Bien-Aime adds, "Until now, lenders haven't had a viable option to receive an accurate appraisal cost upfront - before an order is placed. SnapVal allows lenders to get a guaranteed quote that will always be correct and will never have to be re-disclosed."

Global DMS will be attending the MBA's Technology Solutions Conference & Expo 2019 from March 24 - 27 in Dallas at the Hyatt Regency. To learn more, contact the company to arrange a discussion time at the show productinfo@globaldms.com.

About Global DMS:

Founded in 1999 and headquartered in Lansdale, Pennsylvania, Global DMS is a leading provider of cloud-based 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 company's solutions include its new EVO-Commercial(TM) (EVO-C) for commercial lending, eTrac(R) valuation management platform for residential lending, SnapVal(TM) appraisal pricing solution, eTrac WebForms, Global Kinex(R), AVMs, the MISMO Appraisal Review System (MARS(R)), AMC State Regulations, ATOM (Appraisal Tracking on Mobile) and AMCmatch.com. For more information, visit the company's web site http://www.globaldms.com/ or call (877) 866-2747.

MBA's Technology Solutions Conference & Expo: Global DMS, a leading provider of cloud-based valuation management software, today announced the official rollout of SnapVal(TM), an automated solution that utilizes the property address to return a guaranteed price on any residential appraisal in the U.S.

Related link: https://www.globaldms.com/

Maryland 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 St. Mary's County, Md., has adopted its e-recording service. With this addition, Maryland has become the 10th state in the Simplifile network to implement e-recording statewide.

"2019 has already been a banner year for Simplifile, with the addition of our 1,900th jurisdiction and statewide e-recording in Nevada," said Simplifile President Paul Clifford. "Now, we're thrilled to announce that Maryland has joined the select group of states that have modernized their document recording services statewide with Simplifile, and as the year progresses, we hope to see additional states follow suit to deliver process efficiency and cost savings to their constituents."

In 2015, Baltimore County became the first Maryland county to adopt Simplifile's e-recording service. Baltimore County began using Simplifile as part of the Baltimore County Circuit Court's e-recording pilot, which was created for recording customers to conveniently and securely e-record land record documents, expediting the turnaround time for recorded documents and reducing overall paper and mailing expenses. With the addition of St. Mary's County, all 24 Maryland counties now e-record with Simplifile.

Simplifile's e-recording platform enables recording offices throughout Maryland to electronically receive, stamp, record and return documents within minutes, while settlement agents can submit recording fees and other recording-related expenses directly through system.

Simplifile is the largest e-recording network in the U.S., with more than 1,900 jurisdictions nationwide e-recording on the platform. In addition to Maryland, nine other states offer statewide e-recording through Simplifile, including Alaska, Arizona, Colorado, Delaware, Hawaii, Iowa, Massachusetts, Nevada and Oregon.

For more information about e-recording in Maryland, call 800.460.5657 or visit https://simplifile.com. For a current list of all jurisdictions within the Simplifile e-recording network, visit https://simplifile.com/e-recording/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 St. Mary's County, Md., has adopted its e-recording service.

Related link: https://simplifile.com/

IDS Adds Full Mortgage eClosing Capabilities with Release of ClickToClose

SALT LAKE CITY, Utah /ScoopCloud/ -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has augmented its flagship doc prep platform idsDoc to include full eClosing capabilities through a new service called ClickToClose. Using ClickToClose, IDS clients are now able to execute loans digitally as far as investor requirements and jurisdictional regulations allow. As part of this development, IDS is now providing the MISMO(R) V3 Tamper Evident SMART Doc(R) PDF eNote standard.

"With major investors like Wells Fargo now accepting eNotes and the growing adoption of electronic and remote online notarization, the barriers to full eMortgage adoption are falling rapidly," said IDS Vice President and General Manager Mark Mackey. "IDS's position has always been to be responsive to market changes and to be ready to deliver the solutions our clients need when the timing is right for them."

ClickToClose extends the experience idsDoc users and their clients experience with idsDoc's initial disclosure eSign functionality, ensuring a consistent experience throughout the transaction. Through ClickToClose, lenders can electronically deliver the closing package prior to closing, allowing borrowers to familiarize themselves with the documents before reaching the closing table. On the day of closing, the lender enables the final set of documents and eSigns their portion of the closing package. From there, ClickToClose sends the documents to the borrower to allow them to eSign any documents that do not require notarization. At the closing ceremony, transaction participants log on to the ClickToClose portal to finalize and complete the transaction.

"IDS customers are already intimately familiar with our eSign Room so it was important to us to ensure that the eSign Room user experience carried over to ClickToClose to make the transition as easy as possible," added IDS National Sales and Marketing Director Matthew Mackey. "There is no question that the mortgage transaction of the future is entirely digital, and ClickToClose represents an important next step in the digital evolution of both IDS and our clients."

About IDS, Inc.:

IDS, a Reynolds and Reynolds company, was founded in 1986 in Salt Lake City, Utah, and is a nationwide provider of mortgage documents and compliance. IDS services include eSignatures, closing documents, initial disclosures, document fulfillment and integration with leading loan origination systems and eClosing platforms. The IDS flagship doc prep solution, idsDoc, is recognized in the industry for its ability to be customized to meet specific lender needs, particularly in regards to major industry compliance changes. (https://info.idsdoc.com/)

Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has augmented its flagship doc prep platform idsDoc to include full eClosing capabilities through a new service called ClickToClose.

Related link: https://info.idsdoc.com/

NotaryCam-DocMagic Integration Delivers Remote Online Notarization, eClosing Capabilities for Mid America Mortgage

NEWPORT BEACH, Calif. /ScoopCloud/ -- NotaryCam(R), the leader in online notarization solutions, today announced that eMortgage pioneer Mid America Mortgage is now using the firm's integration with DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, to conduct remote online notarizations (RONs) through DocMagic's Total eClose(TM) platform. Mid America will leverage the integration throughout its retail, correspondent and wholesale channels.

"Since 2016, Mid America's strategy has been 'digital first.' As a result, we have been able to condense our application-to-closing time down to just two weeks and our closing ceremony to 30 minutes or less with our digital mortgage product Click n' Close," said Mid America Owner and CEO Jeff Bode. "RON allows us to double down on our closing efficiency while also providing additional convenience to our customers. The addition of NotaryCam's remote notary services through our established eClosing partner DocMagic enables us to extend the value we've experienced to date through our digital mortgage strategy."

To date, NotaryCam has conducted more than 160,000 RON transactions for individuals located in all 50 states and 90 countries. Thanks to RON bills that have been passed by multiple states, Texas included, NotaryCam's team of highly trained and experienced notaries are able to remotely eNotarize mortgage loan documents or other paperwork for individuals across the country using NotaryCam's secure, easy-to-use platform. The system does not restrict the number of participants that can join a RON ceremony, allowing all relevant parties to participate in the transaction.

"Until recently, mortgage closings still required participants to physically congregate in a single location to complete the transaction. Today, RON enables lenders and settlement agents to eliminate the closing table without losing the personal connection of the closing ceremony," said NotaryCam Founder and CEO Rick Triola. "The value of the convenience that RON provides cannot be overstated, and it would behoove mortgage and settlement professionals to incorporate RON into their existing closing process."

Total eClose is DocMagic's comprehensive end-to-end eClosing solution. The integration with NotaryCam, which was first announced in September 2018, allows Mid America Mortgage and Click n' Close to eNotarize documents remotely using NotaryCam's RON service, eliminating the need for home buyers and sellers to physically appear before a notary to wet-sign loan documents.

"We continue to focus on implementing seamless digital closing solutions for our customers," stated Dominic Iannitti, president and CEO of DocMagic. "Mid America's accelerated processes highlight the benefits DocMagic delivers for both lenders and borrowers. The added efficiency of NotaryCam's RON solution is the logical next step and a key component to achieving 100% paperless eClosing transactions."

About NotaryCam:

After pioneering the world's first multi-party/multi-state remote online notarization (RON), career real estate executive Rick Triola founded NotaryCam and completed the first mortgage remote online closing (ROC) in 2014. Today, NotaryCam is the leader in online notarization and mortgage eClosing solutions, having notarized documents worldwide for hundreds of thousands of customers in all 50 states and over 90 countries. The company's patented eClose360(R) platform delivers the "perfect" online mortgage closing in every jurisdiction with a flexible workflow for document recording and unparalleled identity verification, security and customer convenience. NotaryCam also proudly maintains an industry-leading 99.8 percent customer satisfaction rating.

Visit https://www.notarycam.com for additional information or to get a document notarized today.

About DocMagic:

DocMagic, Inc. is the leading provider of fully-compliant loan document preparation, compliance, eSign, eDelivery and eMortgage solutions for the mortgage industry. Founded in 1987 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/.

About Mid America Mortgage, Inc.:

Mid America Mortgage, Inc., Addison, Texas, is a multi-state, full-service mortgage lender serving consumers and mortgage originators through its retail, wholesale and correspondent channels. We offer a wide range of residential home loan programs to meet the needs of most home buyers and homeowners and are also the nation's leading provider of Section 184 home loans for Native Americans. Learn more at https://www.midamericamortgage.com/.

In operation since 1940, Mid America has thrived by retaining its entrepreneurial spirit and leading the market in innovation, including its adoption of eClosings eNotes. Click n' Close is Mid America's ultra-secure, digital mortgage approval and closing process that gets home buyers from application to closing within two weeks. With just a few clicks at closing, Click n' Close puts keys in the home buyer's hand in 15 minutes or less. Apply online at https://clicknclose.com.

Mid America is looking for tech-savvy, service-oriented mortgage professionals to join its growing team. We are dedicated to providing our employees with industry-leading tools and technology to deliver a great package of competitive pricing, programs and knowledgeable service. Want to join our team? Visit http://www.midamericamortgage.com/careers/.

Twitter: @NotaryCam @DocMagic @midamericamtge @Click_n_Close #docmagic #totaleclose #emortgage #eclosing #MBATech19

NotaryCam, the leader in online notarization solutions, today announced that eMortgage pioneer Mid America Mortgage is now using the firm's integration with DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, to conduct remote online notarizations (RONs) through DocMagic's Total eClose platform.

Related link: https://www.notarycam.com/

OpenClose Extends its Digital Mortgage Ecosystem with New POS Offering – ConsumerAssist Digital POS

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that it is has scheduled a May release for the official rollout of its much anticipated digital mortgage point-of-sale (POS) solution, ConsumerAssist(tm) Digital POS. This new integrated solution is a unique offering that combines a proven and mature 100 percent browser-based end-to-end LOS and PPE with new state-of-the-art dynamic digital mortgage POS technology.

As a single source vendor for digital POS, LOS, PPE and Business Intelligence, OpenClose is able to slash the loan manufacturing cost and complexity by eliminating the need to cobble together disparate systems with different SLAs, contracts and pricing models.

The self-service POS capabilities that ConsumerAssist Digital POS provides are state-of-the-art and feature rich. Lenders can now automate and organize numerous tasks that would normally be performed in the back-office via the LOS, and push them closer to borrowers earlier in the origination process. As a result, workflow efficiencies increase, the lending process is sped up, costs are reduced and new business is captured at a higher rate and lower cost.

"We feel that lenders leveraging the efficiencies of a single consolidated platform will be able to most effectively sustain and increase profitability in an environment with more competition for fewer loans and tighter margins," says JP Kelly, president of OpenClose.

Jason Regalbuto, CEO / CTO of OpenClose, adds: "Borrowers today and in the future are expecting streamlined experiences with extreme ease of use and automation like Amazon and Uber offer. Mortgage origination and lending involve very complex processes. We think with ConsumerAssist Digital POS, we have significantly reimagined these processes and workflows for the future and the expectations that borrowers have. We've effectively closed the loop between POS and LOS."

Key feature & benefits of OpenClose's new digital POS and LOS platform:

* Consumer-facing website can be customized to reflect the lender's own branding
* Elegant, intuitive screens and wizards swiftly walks borrowers through the entire application process
* Instant Verification of Employment (VOE)
* Instant Verification of Income (VOI)
* Instant Verification of Assets (VOA)
* Instant Verification of Tax Returns
* Automated loan conditioning
* Secure document capture and tracking
* Real-time messaging between borrower, loan officer and other relevant parties
* Activities calendar monitors when tasks are due and auto-sends email reminders and/or text notifications
* Affinity portal connects realtor, builder and settlement partners to the manufacturing process
* Ability to access the system on any mobile device or tablet.

OpenClose is incorporating into ConsumerAssist Digital POS their DecisionAssist(tm) product and pricing engine, automated underwriting capability, fee calculation engine and more.

OpenClose also offers ConsumerAssist(tm) Web which helps establish a consumer direct lending channel by developing websites that engage borrowers with tools to perform much of the application and loan qualification process themselves without involving a salesperson. ConsumerAssist Web can be combined with ConsumerAssist Digital POS, together dubbed ConsumerAssist(tm) Enterprise, to offer comprehensive self-service technology that manages the bulk of the origination process for lenders.

OpenClose recently announced the availability of a robust RESTful API Suite that the company developed to enable quick system-to-system integrations, seamless data exchange and execution of transactions. In addition to making integrations easier to complete, it further lowers lender costs, which is a key focus of OpenClose as their customers operate in a margin compressed business climate.

The company will be exhibiting in booth 800 at the MBA's Technology Solutions Conference & Expo 2019 from March 24 - 27 in Dallas at the Hyatt Regency. To learn more, visit the booth or contact the company to arrange a meeting time: sales@openclose.com.

About OpenClose:
Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose(R) is a leading enterprise-class, multi-channel loan origination system (LOS), POS digital mortgage and fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators. OpenClose's core solution, LenderAssist(tm), is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up.

The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective. OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence. For more information, visit https://www.openclose.com/ or call (561) 655-6418.

OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that it is has scheduled a May release for the official rollout of its much anticipated digital mortgage point-of-sale (POS) solution, ConsumerAssist(TM) Digital POS.

Related link: https://www.openclose.com/

NEXT Mortgage Conference Announces Summer Dates: Aug. 26-27, 2019

EDMOND, Okla. /ScoopCloud/ -- NEXT Mortgage Events LLC, creator of the NEXT women's mortgage tech summit, has announced its summer 2019 event dates. The event, hashtagged #NEXTSummer19, will take place Aug. 26-27, 2019 at The Gwen Hotel in Chicago. Registration will open to the public in April 2019.

NEXT is a biannual technology summit for senior executives in mortgage lending. It features lender-centric educational content, with sessions that cover topics such as compliance, production, sales, corporate culture, marketing and operations, among others. In addition to educational content, each NEXT event includes technology showcases and meetings where lender executives can learn about new products and services, and numerous networking events.

The event is held twice a year to accommodate its growing demographic and attendee base, while maintaining the intimate, boutique size that is conducive to its unique networking footprint.

"Hosting NEXT in a luxe new venue in a world class city adds to the many factors that make NEXT such a hit with our attendees," said Jeri Yoshida, co-founder of NEXT. "Already nearly two dozen lenders have pre-registered to attend NEXT in Chicago this August."

Priority pre-registration is currently open. NEXT is encouraging its VIP attendees to reserve their spaces before registration goes on sale to the general public, as it anticipates the event will reach capacity well in advance of the August dates.

About NEXT Mortgage Events LLC:
In January 2018, NEXT Mortgage Events broke the mortgage industry's unspoken barriers that limit women's access to competitive intel and networking-based information exchange, when it introduced NEXT, the mortgage technology summit for women. NEXT is a two-day, tech-focused symposium based on lenders sharing competitive intel with other lending executives.

A boutique gathering, each NEXT event is limited to 200 attendees, and targets a select group of decision-making executives. Roughly 85-90 percent of lender attendees hold a title of VP or higher and approximately 85 percent of attendees are women. NEXT is held twice a year, in winter and summer. For more information visit https://www.nextmortgageconference.com/, follow @NEXTmtgEvents or email info@NEXTmortgageEvents.com.

NEXT Mortgage Events LLC, creator of the NEXT women's mortgage tech summit, has announced its summer 2019 event dates. The event, hashtagged #NEXTSummer19, will take place Aug. 26-27, 2019 at The Gwen Hotel in Chicago. Registration will open to the public in April 2019.

Related link: https://www.nextmortgageconference.com/

EPIC Insurance Brokers adds JoBeth Wells in Dallas Texas

DALLAS, Texas /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that JoBeth Wells has joined the firm's Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

Wells, based in Dallas, will be responsible for new business development and the design, placement and management of property/casualty insurance programs, providing risk management strategies and solutions for mid-market and large clients.

Wells joins EPIC from Willis Towers Watson, where she served as an Executive Vice President for over 30 years through predecessor companies. JoBeth specializes in the Construction, Real Estate and Public Entity industries.

"We are thrilled to continue the growth of our Property & Casualty team in the Southwest region with JoBeth's addition," said KJ Wagner. "She brings a strong risk management background that adds tremendous value to our clients. I am particularly excited to re-unite with JoBeth. She will be a terrific addition to EPIC."

JoBeth Wells can be reached at jobeth.wells@epicbrokers.com or 214-415-5345.

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 1,800 team members operating from 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $575 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

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

EPIC Insurance Brokers and Consultants announced today that JoBeth Wells has joined the firm's Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

Related link: https://www.epicbrokers.com/

EPIC Insurance Brokers adds Stephanie Pitzer in Dallas Texas

DALLAS, Texas /ScoopCloud/ -- EPIC Insurance Brokers and Consultants announced today that Stephanie Pitzer, CRM, CIC has joined the firm's Property and Casualty operations, as a Client Executive, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

Pitzer, based in Dallas, will be responsible for new business development and the design, placement and management of property/casualty insurance programs, providing risk management strategies and solutions for mid-market and large clients.

Pitzer joins EPIC from Willis Towers Watson, where she served as an Account Executive. Prior to that, she also spent significant time with Higginbotham as a Senior Commercial Account Executive.

"We are thrilled to continue the growth of our Property & Casualty team in the Southwest region with Stephanie's addition," said KJ Wagner. "She brings a strong risk management background that adds tremendous value to our clients. I am excited to reconnect with Stephanie. She is a talented professional who will be a terrific addition to EPIC."

Stephanie Pitzer can be reached at stephanie.pitzer@epicbrokers.com or 817-938-6602.

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 1,800 team members operating from 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs and Private Client solutions to EPIC clients.

With run rate revenues greater than $575 million, EPIC ranks among the top 15 retail insurance brokers in the U.S. Backed and sponsored by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

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

EPIC Insurance Brokers and Consultants announced today that Stephanie Pitzer, CRM, CIC has joined the firm's Property and Casualty operations, as a Client Executive, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.

Related link: https://www.epicbrokers.com/

National Association of Appraisers (NAA) and Anow forge partnership to bring cutting edge appraisal software to real property appraisers members

SAN ANTONIO, Texas /ScoopCloud/ -- Anow, creator of the leading software for real estate appraisal offices, today announced it has forged a partnership with the National Association of Appraisers (NAA) to make Anow's appraisal office management platform more readily accessible to members of the professional organization.

As part of the NAA's partnership with Anow, members will benefit from a discounted Anow subscription, eligibility to participate in Anow's closed technology pilot programs and a direct pipeline for sharing feedback with Anow's development team.

"Our partnership with Anow gives our members access to technology tools that will help them improve appraisal quality, decrease turn times and streamline the administrative aspects of running an appraisal business," said NAA President Elect Craig Morley. "Plus, by inviting NAA members to shape the future of appraisal technology, Anow is helping advance our mission to exert a beneficial influence on the appraisal profession."

"Anow's appraisal office management platform helps appraisers stay organized by automating time-consuming tasks such as invoicing, payroll and scheduling, giving them more time for revenue-generating work," said Marty Haldane, founder and CEO of Anow. "As a third-generation appraiser, I am empathetic to the challenges appraisers face today. It brings me great pleasure to make life a little simpler for NAA members."

ABOUT ANOW:

Anow is an appraisal management software developer that simplifies the way real estate appraisers manage their businesses. Launched in 2011 by multi-generational appraisal professional Marty Haldane, Anow streamlines a wide range of everyday appraisal processes while offering unmatched business insights to help appraisers compete in today's digital environment.

Powerful order tracking, job assignment, collaboration, and scheduling tools allow appraisers and administrative staff to save time, assign appraisals more easily and deliver exceptional service to clients and mortgage lenders from any web-enabled device. Advanced reporting enables business owners to manage fee competition and turn times with ease. Anow is headquartered in Red Deer, Alberta. For more information, visit https://anow.com/.

ABOUT NATIONAL ASSOCIATION OF APPRAISERS (NAA):

The National Association of Appraisers (NAA) is a nonprofit professional association dedicated to uniting all appraisers with a focus on advocacy, information and professional development. NAA provides a voice for appraisers in influencing national and state regulation and policy. The association's magazine, Appraiser Focus, is published quarterly. For more information, visit https://naappraisers.org/.

Twitter: @AppraisersNow #appraisaltech @NAAppraisers

Anow, creator of the leading software for real estate appraisal offices, today announced it has forged a partnership with the National Association of Appraisers (NAA) to make Anow's appraisal office management platform more readily accessible to members of the professional organization.

Related link: https://anow.com/

MCT’s CMO Ian Miller Designated a 2019 ‘Top 40 Most Influential Mortgage Professionals Under 40’ by NMP Magazine

SAN DIEGO, Calif. /ScoopCloud/ -- Mortgage Capital Trading, Inc. (MCT) a leading mortgage hedge advisory and secondary marketing software firm, announced that its Chief Marketing Officer, Ian Miller, was recognized by National Mortgage Professional Magazine's (NMP) for his industry accomplishments, landing him on the 2019 'Top 40 Most Influential Mortgage Professionals Under 40' list.

The list is comprised of mortgage professionals that are under the age of 40, as voted by their peers, who are accomplished individuals that carry the torch of professionalism, perseverance, leadership, excellence, and more - in their respective fields within the fast-moving mortgage industry. As with each year, NMP received many nominations, naming 40 official winners and identifying another 40 to watch that are mortgage professionals shaping the industry.

Since officially joining MCT, Ian has generated high-impact marketing results, playing a lead role in creating ongoing awareness about the company, its services, and its technology solutions. During a time of explosive growth and organizational transformation, he helped MCT re-define its messaging and positioning, significantly strengthen the brand, unify sales and marketing, and execute strategic marketing initiatives producing stellar results.

"With so many people doing incredible things in the mortgage space during this time of rapid technological transition, I am flattered to be named to this list of young industry leaders making a difference," stated Miller. "I'm very grateful for the support of my dedicated marketing staff, my fellow executives, our excellent sales team, MCT's outstanding group of traders, and to NMP magazine for recognizing my efforts."

Throughout 2018, Ian was instrumental in the go-to-market launches for multiple technology solutions, including Bid Auction Manager (BAM) whole loan trading platform, MSRlive! mortgage servicing rights software, MCTlive! Rapid Commit, White-Label Rate Sheet Services, and Tri-Party Agreement automation for bid tape assignment-of-trade (AOT) transactions.

Since founding MCT's in-house marketing department in 2017, Ian has made it his mission to increase industry knowledge about the secondary market through educational articles, whitepapers, and events. Some recent favorites include "What Caused the Lender Profit Margin Compression?" by

Bill Berliner, "New Bid Tape AOT Executions Explained" with Phil Rasori, and the "Late Lunch with Rob Chrisman" live video stream. With a packed calendar of educational material and technology innovation ahead, join the email list for the latest from the MCT Newsroom.

Ian regularly attends Mortgage Bankers Association (MBA) trade shows, state-based MBA conferences and regional mortgage events, and is key to executing MCT's well-attended annual user conference, MCT Exchange.

A complete list of the 2019 winners is displayed in the January issue of the publication. A digital version of the article can also be found on NMP's website.

About MCT:
Founded in 2001, Mortgage Capital Trading, Inc. (MCT) has grown from a boutique mortgage pipeline hedging firm into the industry's leading provider of fully-integrated capital markets services and technology. MCT offers an array of best-in-class services and software covering mortgage pipeline hedging, best execution loan sales, outsourced lock desk solutions, MSR portfolio valuations,business intelligence analytics, mark to market services, rate sheet generation services, and an award-winning comprehensive capital markets software platform called MCTlive! MCT supports independent mortgage bankers, depositories, credit unions, warehouse lenders, and correspondent investors of all sizes. Headquartered in San Diego, California, MCT also has offices in Philadelphia, Santa Rosa, Los Angeles and Dallas. MCT is well known for its team of decorated capital markets experts and senior traders who continue to provide the boutique-style hands-on engagements clients love. For more information, visit https://mct-trading.com/ or call (619) 543-5111.

About NMP:
National Mortgage Professional Magazine (NMP) has become "The Source for Top Originators" - that connects the mortgage professional community under various media formats. Our exceptional team of industry-seasoned monthly contributors combined with our knowledgeable editorial staff, all with meaningful expertise in their respectful disciplines, provide the most up-to-date news, insight and advice for today's mortgage professional. We are committed to ensuring that today's industry is equipped with the most comprehensive understanding of mortgage news available through our many resources, including, but not limited to, articles in the print edition of National Mortgage Professional Magazine and 38 state-specific e-editions, the NMP Daily and NMP Ticker email newsletters, the exclusive daily news stories and postings on our website https://nationalmortgageprofessional.com, and our regular series.

The publication also owns and operates the Mortgage News Network (MNN), a video news source that provides mortgage firms with a resource for news and information as well as a platform for telling their story and sharing their views directly, and in person. https://mortgagenewsnetwork.com/.

Mortgage Capital Trading, Inc. (MCT) a leading mortgage hedge advisory and secondary marketing software firm, announced that its Chief Marketing Officer, Ian Miller, was recognized by National Mortgage Professional Magazine's (NMP) for his industry accomplishments, landing him on the 2019 'Top 40 Most Influential Mortgage Professionals Under 40' list.

Related link: https://mct-trading.com/

MQMR’s Britt Haven Receives Achievement Certification from the MBA’s Certified Mortgage Compliance Professional Program

LOS ANGELES, Calif. /ScoopCloud/ -- Mortgage Quality Management and Research, LLC (MQMR) announced today that its National Account Executive Britt Haven has completed Level I of the Certified Mortgage Compliance Professional (CMCP) Certification and Designation program offered by the Mortgage Bankers Association (MBA). The MBA first announced the availability of Level I in April 2018. Haven is one of the earliest to complete Level I and earn the Achievement Certification.

"MQMR's vision is to be the mortgage industry partner of choice for audit, risk and compliance services, and as such, we are committed to ensuring our entire staff possesses as much industry knowledge and expertise as possible - sales team included," MQMR President Michael Steer said. "The MBA's CMCP designation serves as an indicator to the industry of an individual's level of commitment to upholding the highest standards of compliance and loan quality, and I commend Britt for taking the initiative to pursue this highly valuable and prestigious certification."

According to the MBA, the CMCP designation, "recognizes the achievements of individuals...Upon completion of this program, participants will be recognized as a highly trained compliance professional." The Level I program, which is designed for mortgage compliance professionals with two years of experience or less, includes 18 courses, with 30 hours of self-paced training. Levels II and III are still under development and must be completed in order to earn the full CMCP designation.

"Because mortgage compliance is one of MQMR's core competencies, I saw this as an opportunity to expand my understanding of this area so that I could recommend more effective, customized compliance and audit solutions to address lenders' specific pain points," said Haven. "Despite being categorized as entry-level, the Level I program provided a comprehensive, foundational understanding of mortgage compliance rules and regulations, and has inspired me to not only complete the CMCP program, but also to pursue other MBA-sponsored accreditations, such as the Certified Mortgage Banker designation, to ensure I am able to deliver maximum value to our clients."

About Mortgage Quality Management and Research, LLC:

MQMR helps its clients climb higher by bridging the gap between risk and compliance through its suite of risk-related services. MQMR provides mortgage compliance consulting throughout the origination process, conducting internal audit risk assessments and ongoing internal audit support, servicing QC and subservicing oversight to master servicers, and filling the void of meeting vendor management oversight requirements.

With 2,000+ operational reviews of mortgage companies, subservicers, document custodians, and vendors annually, MQMR prides itself on being the mortgage industry's partner of choice for audit, counterparty risk and compliance.

To learn more, visit https://www.mqmresearch.com/, https://subsequentqc.com/, and https://hqvendormanagement.com/.

Mortgage Quality Management and Research, LLC (MQMR) announced today that its National Account Executive Britt Haven has completed Level I of the Certified Mortgage Compliance Professional (CMCP) Certification and Designation program offered by the Mortgage Bankers Association (MBA).

Related link: https://www.mqmresearch.com/

OpenClose LOS Platform, POS System and PPE Receives the Highest Overall Satisfaction and Lender Loyalty Score in STRATMOR’s New ‘Technology Insight Study’

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that STRATMOR Group's most recent Technology Insight Survey ranked the company's LOS platform, point-of-sale (POS) system, and product and pricing engine (PPE) as having the highest Overall Satisfaction and Lender Loyalty Score(TM) out of any vendor surveyed in the mortgage industry.

This year, STRATMOR conducted a more extensive survey than in previous years, evaluating vendors in core areas of residential lending automation. OpenClose's entire mortgage software solution suite was lauded by customers, scoring highly in all categories.

"Our core focus is innovation and support and our customers' happiness reflects the level of ingenuity and strong impact our development efforts have had," said Vince Furey, CRO at OpenClose. "I am particularly pleased to receive validation of our very hands-on, boutique-style customer support culture. Scoring second-to-none with 100% effective ratings in both help desk and overall customer support is a terrific accomplishment for our support team. We're elated that our solution scored so well and appreciate the hard work that STRATMOR Group invested to make the Technology Insight Study happen."

OpenClose had the highest Overall Satisfaction rating out of all LOS vendors surveyed in the mortgage industry, scoring 9.7 out of 10, had a perfect 100 Lender Loyalty Score(TM), and it is the only LOS provider that had zero outages reported. In the POS category, OpenClose scored higher than any vendor for Overall Satisfaction at 9.4 out of 10 and had the best Lender Loyalty Score(TM) with 86 out of 100.

The new STRATMOR Technology Insight Study also included a section that covered front-end digital mortgage solutions. STRATMOR's analysis of the Lender Loyalty Score(TM) for these systems shows OpenClose as the number one vendor in Overall Satisfaction. Key observations in the survey found that the most important lender perceived benefits were faster cycle times, increased borrower satisfaction and greater task and workflow automation.

Lastly, OpenClose's DecisionAssist(TM) product and pricing engine scored the highest in Overall Satisfaction and also touted a perfect 100 for its Lender Loyalty Score(TM).

"JP Kelly and I started OpenClose to innovate mortgage banking solutions, solve pain points and generally make the process faster, better, and cheaper," said Jason Regalbuto, the company's CEO and CTO. "With the dedication of an outstanding team of professionals with extensive mortgage experience and wonderful customers, we have achieved our goal. Seeing the customer satisfaction results in the STRATMOR report is a tremendous validation of 20 years of hard work. There's no stopping us now."

OpenClose recently broke new ground with the launch of the mortgage industry's only solution provided by a single vendor that offers a comprehensive Digital Mortgage POS solution consolidated with an end-to-end, multi-channel LOS that is completely browser-based. The unique solution removes multiple vendors, contracts and pricing models to dramatically reduce loan-manufacturing costs while also providing a more streamlined workflow. It takes the borrower experience to new heights and provides newfound back-office efficiencies.

About OpenClose:

Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose(R) is a leading enterprise-class, multi-channel loan origination system (LOS), POS digital mortgage and fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators. OpenClose's core solution, LenderAssist(TM), is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up. The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective. OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence. For more information, visit https://www.openclose.com/ or call (561) 655-6418.

About STRATMOR Group:

Founded in 1985, STRATMOR Group has, since inception, focused exclusively on making the mortgage business better for lenders and the borrowers they serve. Today, we are a data-driven advisory that guides our lenders and vendor clients alike to make smart strategic decisions, solve complex challenges, streamline operations, improve profitability and accelerate growth. For more information, visit https://www.stratmorgroup.com/.

OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that STRATMOR Group's most recent Technology Insight Survey ranked the company's LOS platform, point-of-sale (POS) system, and product and pricing engine (PPE) as having the highest Overall Satisfaction and Lender Loyalty Score(TM) out of any vendor surveyed in the mortgage industry.

Related link: https://www.openclose.com/

Conte Wealth Advisors Opens Office in Tampa, Florida

TAMPA, Fla. /ScoopCloud/ -- Camp Hill, Pennsylvania based independent financial services firm, Conte Wealth Advisors, LLC (CWA), has welcomed its first Tampa, Florida advisor, Robert Seaman, to its advisory team.

Robert boasts over 12 years of financial advisory experience providing families and individual investors with planning, investment and insurance services. As a financial advisor he has carved out a niche working with employees of higher education institutions.

"I was drawn to CWA because of the breadth of investment offerings available to my clients and the autonomy to build a plan based on what I felt was appropriate for each client," said Robert Seaman.

As its first Tampa advisor, Robert joins a fast-growing team of advisors in Fort Myers and Marco Island each of who have affiliated with CWA within the past three years.

"Mr. Seaman is a perfect fit for the CWA team given his wealth of knowledge about higher education retirement plans and planning," says Anthony Conte, CWA's Managing Partner. "We expect his practice to continue to grow and evolve with our team as he brings his unique advisory approach and expertise to bear within CWA's network of advisors."

Of the network of advisors currently working under the CWA brand, other recent additions have been in Pittsburgh and Camp Hill, Pennsylvania, and CWA continues to aggressively target growth nationwide.

Conte Wealth Advisors is an affiliate of The Independent Grid, a Tampa based corporation that is in the top 6 percent of all producer groups at Cambridge Investment Research. The Independent Grid is dedicated to serving advisors with marketing support, business coaching, client event planning, and supervision services, among other amenities. Both CWA and The Independent Grid are aligned with Cambridge Investment Research, voted Broker/Dealer of the Year by Investment Advisor Magazine 11 out of the last 13 years.(*note 1)

For more information about Conte Wealth Advisors or The Independent Grid, contact Trent Gain at (888) 944-9725, or email tgain@theindgrid.com.

Web: https://www.contewealth.com/

(*Note 1) Investment Advisor magazine, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. Cambridge received the highest marks from its rep-advisors in the Investment Advisor Broker-Dealer of the Year 2015 Division IV category. A broker-dealer becomes eligible for this honor only after a minimum of 10 percent of its producing rep-advisors cast valid ballots. These ballots also rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns by rep-advisors. The broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year by Investment Advisor magazine. Proprietary study results are based on experiences and perceptions of participating rep-advisors surveyed in June of the eight years listed.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Conte Wealth Advisors and Cambridge are not affiliated. 2009 Market Street, Camp Hill, PA 17011.

Media Contact:
Trent R. Gain, COO, The Independent Grid
Phone: (888) 944-9725
Email: tgain@theindgrid.com

Camp Hill, Pennsylvania based independent financial services firm, Conte Wealth Advisors, LLC (CWA), has welcomed its first Tampa, Florida advisor, Robert Seaman, to its advisory team.

Related link: https://www.contewealth.com/

ARMCO Q3 2018 QC Trends Report: Defect Trends Reflect Lower Volume, Hyper-Competitive Market

POMPANO BEACH, Fla. /ScoopCloud/ -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, announced the release of the quarterly ARMCO Mortgage QC Trends Report. The latest report covers the third quarter (Q3) of 2018, and provides loan quality findings for mortgages reviewed by ACES Audit Technology(TM).

"You can tell a lot about a market from the percentage and distribution of critical defects," said Phil McCall, president and COO of ARMCO. "In Q3 2018, defect activity indicates that lenders are still dealing with the quality issues that result from downsizing. We also see how lower volume markets can impact the quality of their loans."

The report's noteworthy findings include:
* In Q3 2018, the critical defect rate reached 1.89%, its second highest level since the TRID rule went into effect in October 2015, increasing roughly 11% from the previous quarter's rate of 1.71%.
* In Q3 2018, critical defects attributed to Loan Package Documentation spiked nearly 23% over the previous quarter, making Q3 2018 the fourth consecutive quarter to see a significant increase in this category.
* In Q3 2018, the number of defects attributed to the Income/Employment category dropped almost in half, from 22.73% in the previous quarter to 12.50%.
* In Q3 2018, FHA loans accounted for a disproportionate number of critical defects, comprising 28.20% of originated loans in the benchmark, but accounting for 49.55% of loans with critical defects.

"Downsizing can leave lenders with a less qualified workforce, which in turn leads to more errors, particularly with complex transactions and usually with loan documentation," said McCall.

The Q3 2018 Trends Report revealed that the categories of Credit and Liabilities each increased moderately, and the percentage of Property Appraisal-related defects reached its highest point of the year. "This aligns with lower overall production and compressed margins, two key components of a hyper-competitive market," explained McCall. "In an effort to win market share, investors often become more aggressive by expanding eligibility guidelines, while originators try to make up for declining volume by submitting loans of lower than usual quality."

The Q3 2018 ARMCO Mortgage QC Industry Trends Report is based on nationwide post-closing quality control loan data from over 90,000 unique loans selected for random full-file reviews, as was captured by the company's ACES Analytics benchmarking software. Defects listed in the report are categorized using the Fannie Mae loan defect taxonomy.

"Analytics in quality control is vital in contracting markets," said McCall. "Lenders that don't use analytical technology will see more defects typical in lower volume, hyper-competitive markets, as well as the delays, fees, fines and even buybacks that can come with them."

ARMCO Mortgage QC Industry Trends Reports are available for download, free of charge, at https://www.armco.us/learn/reports.

About ARMCO:
Over half of the top 20 mortgage lenders in the U.S. choose ARMCO as their provider of risk management software. ARMCO's product line includes loan quality enterprise software, services, data and analytics. Its flagship product, ACES Audit Technology(TM), has set the bar for user definability in its category. It is used at virtually every point in the mortgage lifecycle, as well as for a wide range of risk-prone business operations outside traditional mortgage origination and servicing.

ARMCO's consultative approach to customer relationships leverages 25 years of mortgage risk intel, assuring that its clients are using the most effective risk mitigation strategies, and are using the fastest, most reliable, most efficient means for preventing risk-related loss. ARMCO distributes the ARMCO Mortgage QC Industry Trends Report, a free quarterly analysis of industry-wide mortgage loan quality. For more information, visit https://www.armco.us/ or call 1-800-858-1598.

ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, announced the release of the quarterly ARMCO Mortgage QC Trends Report. The latest report covers the third quarter (Q3) of 2018, and provides loan quality findings for mortgages reviewed by ACES Audit Technology(TM).

Related link: https://www.armco.us/

The Mortgage Collaborative Adds Three New Board Members, 45 Lender Members and Grows Attendance at 2019 Winter Conference

SAN DIEGO, Calif. /ScoopCloud/ -- The Mortgage Collaborative, a fast-growing independent mortgage cooperative of banks, credit unions and mortgage bankers, continues growth initiatives by adding three new mortgage executives to its Board of Directors. The new board members were voted in at their bi-annual member conference held in Austin, Texas. The announcement of the new board members comes in conjunction with an addition of 45 new lender members joining the cooperative in 2018 as well as a significant increase in lender members attending their 2019 winter conference.

"We're ecstatic to have Jason Madiedo, President and CEO of Alterra Group, assume the role of chairman of the board. Joining him on the Board of Directors will be Greg Grojean, Division President for Home State Bank, N.A.; Steven Milner, Founder and CEO of US Mortgage Corporation; and Julie Piepho, President of National Operations for Cornerstone Home Lending," said founding member, David Kittle.

Jason Madiedo who is currently on The Mortgage Collaborative Board of Directors is taking on a new role as chairman. His 20+ years in the mortgage industry developing programs for underserved markets and leading business divisions with compassion and a focus on delivering results will be a huge asset for the organization moving forward. Prior to joining The Mortgage Collaborative board of directors, he served as national president for the National Association for Hispanic Real Estate Professionals (NAHREP) - Nevada.

Greg Grojean is a veteran in the mortgage industry with 35+ years of experience. He currently serves as President for Home State Bank in Crystal Lake, Illinois. There he serves on the executive team and manages the bank's residential mortgage division, which includes all residential mortgage origination, operations and servicing functions. In the past he's served on various boards, including the Illinois Mortgage Bankers Association.

Steven Milner founded US Mortgage Corporation in 1994. The company currently has 300 employees, 33 branches nationwide and conducts business in 48 states including Washington D.C. With almost 40 years of experience in mortgage banking, Steven holds 51 individual Mortgage Loan Originator licenses and has originated close to $5 billion in mortgage loans over his career.

Julie Piepho, CMB, has over 40 years of experience in the mortgage industry. She's currently the President of National Operations for Cornerstone Home Lending. Prior to that she served in several executive positions for Norwest Mortgage and Wells Fargo. She's past chairman of the Colorado Board of Mortgage Loan Originators, Colorado Mortgage Lenders Association and is a current member of the Board of Directors for the Mortgage Bankers of America (MBA). In addition, Julie has received numerous industry awards from the MBA, MORPAC, HousingWire and the Colorado Mortgage Lenders Association.

The Mortgage Collaborative provides its members with access to products and services that help reduce costs, improve compliance and better manage their businesses. Its preferred partner network consists of product and service providers across the mortgage origination ecosystem.

"The Mortgage Collaborative's core purpose is to create an environment of collaboration for our members, and that begins with listening to and learning from our lender members on what matters the most in today's challenging market. These new board members bring a wealth of knowledge and expertise that will help guide the activities and services we offer small and medium sized lenders," said Jim Park, CEO and Partner for The Mortgage Collaborative.

About The Mortgage Collaborative:

Based in San Diego, 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 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: https://www.mortgagecollaborative.com/.

The Mortgage Collaborative, a fast-growing independent mortgage cooperative of banks, credit unions and mortgage bankers, continues growth initiatives by adding three new mortgage executives to its Board of Directors. The new board members were voted in at their bi-annual member conference held in Austin, Texas.

Related link: https://www.mortgagecollaborative.com

seriesOne Acquires Dynamo Development to Accelerate its Global Expansion Efforts and Bring Software Development In-House

NEW YORK, N.Y. /ScoopCloud/ -- seriesOne Inc., a leading global digital security fundraising platform led by leaders with over 20 years of traditional investment banking, venture capital and technology experience, today announced its acquisition of Dynamo Development, a custom software development company with a mature engineering team based in the Ukraine. The acquisition enables seriesOne to expand and strengthen its in-house technology development capabilities, to accelerate the delivery of solutions for issuers and react to market demands with the support of an additional 40 engineers.

Dmitry Grinberg, former CEO of Dynamo Development, will oversee the in-house technology division in his new role as the Global Head of Technology for seriesOne.

"For the past five years, Dynamo Development has been a trusted, strategic development partner who has enhanced both seriesOne's offerings and our capability in the digital security fundraising space," said Michael Mildenberger, CEO of seriesOne. "Now is an opportune time to bring our development team in-house as we expand our solutions to issuers and investors in Europe and Asia, and provide them with a growing list of products and services."

"seriesOne was among our most important customers and the opportunity to join them as they expand in the digital security space is significant to our team," said Grinberg "We have developed specific fintech expertise through a long association with clients such as seriesOne and other financial clients such as Prime Trust and Citibank. We're looking forward to continuing to contribute to the growth of seriesOne."

To learn more about seriesOne, please visit: https://seriesone.com/

About seriesOne:
seriesOne is a leading blockchain based FinTech company formed by industry veterans with decades of expertise across technology, investment banking, venture capital, and financial compliance. The firm enables digital security offerings by providing a combination of key technology, strategic consulting, regulatory compliance, fundraising infrastructure and access to a network of investors worldwide. All seriesOne services are designed to comply with applicable securities regulations, enabling companies to register, market, and escrow their fundraising initiatives.

seriesOne Inc., a leading global digital security fundraising platform led by leaders with over 20 years of traditional investment banking, venture capital and technology experience, today announced its acquisition of Dynamo Development, a custom software development company with a mature engineering team based in the Ukraine.

Related link: https://seriesone.com/

Totle Launches Equity Crowdfunding Campaign on Republic

DETROIT, Mich. /ScoopCloud/ -- Totle, the startup powering rapid growth in the world of decentralized finance (DeFi) by providing optimized exchange functionality, today announced their partnership with Republic - a leading crypto and equity investment platform backed by Binance and AngelList that enables anyone to be an angel investor. Totle plans to use the funding to accelerate and foster business development with new API partners.

"Republic is incredibly diligent about the companies they get behind, so this opportunity is very exciting for us," said David Bleznak, CEO of Totle. "Their involvement only affirms our vision for crypto asset exchange and the future of decentralized finance. By raising funds on Republic, we have the opportunity to closely involve all of our supporters."

In addition to CEO David Bleznak's own $500k recent share purchase, Totle community members will now have the opportunity to join in on the startup's early successes. Since launching its beta product last year, the company has expanded its suite by opening up the platform to B2B partners via their API and recently secured funding from top blockchain industry institutional investors including Arrington XRP, NEO Global Capital and Goren Holm Ventures.

Bleznak adds, "The campaign with Republic represents our commitment to democratizing finance so that 'unaccredited' investors can access the same opportunities as JP Morgan or Goldman Sachs. The funds raised will enable Totle to expand the onboarding of new B2B partners and continue to build out our suite of decentralized exchange products and services available through our API. These new features enable partners to focus on building their businesses, while Totle focuses on providing optimal exchange functionality for them."

Totle provides the emerging decentralized finance (DeFi) ecosystem access to DEX liquidity and optimal pricing for the exchange of digital assets. By doing so, Totle unlocks the opportunity for billions of people to improve their standard of living through the application of distributed ledger technology. Totle's customers include leading wallets, trading funds, DApps and other financial applications. These B2B partners utilize Totle to offer end-users diverse use-cases, including the ability to pay for goods and services with a wide variety of tokens.

To learn more about Totle, please visit: https://www.totle.com/

To learn more about investing in Totle, please visit: https://www.totle.com/invest

About Totle:
Totle powers the blockchain economy by providing the safe, simple decentralized exchange of digital assets as the best price. For wallets, traders, payment processors and any business with a need to exchange digital assets, Totle provides one simple API to access the leading decentralized exchanges and decentralized exchange protocols.

By aggregating many DEXs, Totle solves fragmentation, improves liquidity, and propels the growth of de-fi solutions. Totle solutions are non-custodial and enable users to always maintain control over their own private keys.

About Republic:
Republic, a spinoff of AngelList, provides the opportunity for anyone to invest in highly vetted startups with as little as $50. Our curated investment platform hosts a diverse set of equity and crypto-focused token offerings. Republic operates under U.S. equity crowdfunding regulations and is under the supervision of the U.S. Securities and Exchange Commission and the U.S. Financial Industry Regulatory Authority.

To date, the acceptance rate of companies applying to fundraise on Republic is below 5 percent, while funding success rate exceeds 95 percent. Through its partners and affiliates, Republic also connects founders to institutional investors, provides compliance services and supports crypto projects' digital token distribution needs. For additional information, please visit: https://republic.co/ @joinrepublic facebook.com/joinrepublic.

Totle, the startup powering rapid growth in the world of decentralized finance (DeFi) by providing optimized exchange functionality, today announced their partnership with Republic - a leading crypto and equity investment platform backed by Binance and AngelList that enables anyone to be an angel investor.

Related link: https://www.totle.com/

ReverseVision Voted ‘Best in Show’ by Attendees of NEXT Women’s Mortgage Event in February

EDMOND, Okla. /ScoopCloud/ -- NEXT Mortgage Events LLC, a creator of events for women mortgage executives, has announced that ReverseVision has been voted Best in Show for the live technology showcase at its February 2019 technology conference. This distinction is awarded to the technology showcase participant that presented the most compelling solution, as determined by attendee vote.

Seven technology providers participated in the live technology showcase. ReverseVision's VP of sales and marketing, Wendy Peel and her colleague, product manager Jason Price, participated by presenting the company's RV Sales Accelerator (RVSA). RVSA is the only calculator in lending that compares how a HECM (Home Equity Conversion Mortgage) performs against traditional mortgage products (fixed, variable, HELOC), based on a borrower's unique financial circumstances.

Designed to help senior borrowers, RVSA enables the lender to quickly and easily evaluate which loan product best suits the borrower's current and future financial goals.

Nearly 200 women executives attended the February NEXT mortgage event, which was held on February 7-8, 2019 at Hotel ZaZa in Dallas, Texas. Voting took place through the event's official mobile application.

"A lot of executives come to NEXT specifically to discover new technology," said Molly Dowdy, co-founder of NEXT. "ReverseVision showed how their technology can help open new revenue opportunities for mortgage lenders, and as the vote indicates, that really seemed to resonate with attendees. We congratulate the entire team at ReverseVision."

About NEXT Mortgage Events LLC:
In January 2018, NEXT Mortgage Events broke the mortgage industry's unspoken barriers that limit women's access to competitive intel and networking-based information exchange, when it introduced NEXT, the mortgage technology summit for women. NEXT is a two-day, tech-focused symposium based on lenders sharing competitive intel with other lending executives. A boutique gathering, each NEXT event is limited to 165 attendees, and targets a select group of decision making executives. Approximately 85-90 percent of lender attendees hold a title of VP or higher and roughly 85 percent of attendees are women. NEXT is held twice a year, in winter and summer.

For more information visit https://www.nextmortgageconference.com/ and follow @NEXTmtgEvents or email info@NEXTmortgageEvents.com.

NEXT Mortgage Events LLC, a creator of events for women mortgage executives, has announced that ReverseVision has been voted Best in Show for the live technology showcase at its February 2019 technology conference. This distinction is awarded to the technology showcase participant that presented the most compelling solution, as determined by attendee vote.

Related link: https://www.nextmortgageconference.com/

Valentis International Engages OGGI EQUITY, Europe

PITTSBURGH, Pa. /ScoopCloud/ -- Valentis recently engaged OGGI EQUITY, the European private equity consultancy and financial firm, to consult, advise, and guide Valentis on strategic planning in equity, corporate compliance, stock market goals, European development, and other expansion or focus areas. Valentis seeks to build its resources, with outside assistance, ventures, facilities, and plans, while internally advancing, organically, increased operations, revenue growth, and diverse services and protective services personnel.

Valentis also intends to achieve projected goals through other related means, like acquisitions, quality protocols, and additional protective services divisions.

According to Gary Morrison, Public Information Officer, of Valentis International Group, "Valentis has achieved early stage pre-IPO competency and guidance in a matter of months and for less than traditional costs and expenses by utilizing OGGI EQUITY long term developed relationships like public company transfer agency, broker dealer consulting, securities law compliance, nomination of licensed auditing firm, etcetera, with short term private equity and long term public company, planning or forecasts."

About Valentis:

Valentis International Group, Inc. ("Valentis") is a fully operational security and safety logistics solution for a variety of clients and security concerns. We are growing domestically, and envision global ventures, in risk management and security logistics with current services and products under development to create a network of global affiliates, lead through branding, and expand our clients; financial institutions, governments, religious facilities, maritime, cybersecurity, currency logistics, combined with specially-developed training, software and telecommunication consultancy, and more.

We are mindful and committed and care about our clients, team, and shareholders.

Learn more at: https://valentisinternational.com/

About OGGI Equity:

OGGI Equity is a European private consultancy and equity firm with a primary focus on guiding and taking a position in USA companies operating across diversified sectors, that meet stringent terms and conditions. Thus, emerging private companies show promise of expansion and public valuation incorporating a network of public company related advisors, including attorneys, accountants, regulatory advisors, auditor, and those with financial industry experience.

For further information: enquire@oggiequity.org
Web: https://www.oggiequity.com/

NOTE: Above includes forward-looking statements, within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include without limitation those about the Company's activities, plans and relationships. These statements involve risks and uncertainties (like need to achieve goals, competition and more) and actual results may differ. More information on these risks and other potential factors are available from the Company. The Company assumes no obligation to update any forward-looking statements or information. This announcement is for informational purposes only. This announcement is not an offer to purchase or a solicitation of an offer to sell any securities.

Valentis recently engaged OGGI EQUITY, the European private equity consultancy and financial firm, to consult, advise, and guide Valentis on strategic planning in equity, corporate compliance, stock market goals, European development, and other expansion or focus areas.

Related link: https://valentisinternational.com/

Mg O’Hare Law Releases White Paper on New York State’s Industrial Equipment Rental Industry for Owners and Operators

NEW YORK, N.Y. /ScoopCloud/ -- Mg O'Hare Law, a New York Law Firm, releases white paper on New York State's Industrial Equipment Rental Market for Owners and Operators. The industrial equipment rental market is forecast to grow over the next five years to 2023. New York State is expected to outpace the rate of growth of the U.S. industry. A focus on customer retention can give operators an edge over the competition.

Mg O'Hare Law announced the publication of its white paper, "The Competitive Edge: New York State's Industrial Equipment Rental Market Report: For Owners and Operators."

The white paper, authored by New York attorney Marti Granizo-O'Hare, uses market data to analyze how focusing on customer retention can help equipment rental operators compete.

"Businesses that increase their customer retention rate by 5 percent could increase the value of a customer by 25 percent to 100 percent. Companies focus on customer volume when analyzing profit margins for a specific period but often overlook calculating the loss rate of existing customers in the same period," Ms. O'Hare cites the research.

Ms. O'Hare's whitepaper considers how "eighty-five percent of New York equipment rental operators employ less than twenty employees, and the average less than ten," according to industry data. "Personnel and budget constraints prevent an operator from designating and training staff to perform the type of customer service needed to cement long-term customer relationships," says Ms. O'Hare.

"Given the potential in even a small increase in customer retention, equipment rental operators should consider whether outsourcing this responsibility makes sense for their business," says Ms. O'Hare. She outlines five criteria for operators to evaluate the outsourcing option.

Ms. O'Hare's white paper consists of industry data, customer retention research and professional experience to support her conclusions.

View the whitepaper at: https://www.businessdisputeclinic.com/ny-equipment-rental-market-report/

About Mg O'Hare Law, The Business Dispute Clinic:

Marti Granizo-O'Hare is a New York State licensed attorney. She has been practicing law and alternative dispute resolution for twenty-six years. Ms. O'Hare is a professional mediator and a former adjunct law professor. Since 2011 she has focused her law practice on assisting clients in the equipment rental industry.

To learn more please visit Mg O'Hare Law at https://www.businessdisputeclinic.com/

Mg O'Hare Law, a New York Law Firm, releases white paper on New York State's Industrial Equipment Rental Market for Owners and Operators. The industrial equipment rental market is forecast to grow over the next five years to 2023. New York State is expected to outpace the rate of growth of the U.S. industry. A focus on customer retention can give operators an edge over the competition.

Related link: https://www.businessdisputeclinic.com/