EPIC’s Jim Williford and Wilson Long to Present on Insurance Coverage Gaps at 2019 International Roofing Expo
BIRMINGHAM, Ala. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of Construction Risk Services Jim Williford and Principal Wilson Long will present at International Roofing Expo on Monday, Feb. 11 at 7:45 a.m. at Music City Center in Nashville, Tenn.
EPIC to Sponsor Generations Family Business Conference in Sacramento
SACRAMENTO, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today it will sponsor the Generations Family Business Conference on Feb. 11-12, 2019 at the Sacramento Convention Center in Sacramento, Calif.
Matic Helps Servicers Shave Nearly 6-percent Off Homeowners’ Monthly Mortgage Costs in 2018
COLUMBUS, Ohio /ScoopCloud/ — Matic, the digital homeowners insurance marketplace built for mortgage servicers and lenders, reduced homeowners’ monthly mortgage costs an average of 5.5 percent in 2018 by delivering average per-household homeowners insurance savings of $517. The announcement comes on the heels of a year marked by rapid growth for Matic, which helped homeowners identify $124 million in savings over the course of quoting homeowners insurance for over $180 billion worth of residential real estate.
Digital mortgage provider Cloudvirga closes 2018 with customers producing nearly $200B in loan volume, secures $50m in capital
IRVINE, Calif. /ScoopCloud/ — Cloudvirga(TM), a leading provider of digital mortgage software, closed the books on 2018 with a 54 percent year-over-year increase in mortgage loan volume processed through its intelligent Mortgage Platform(TM). The strong 2018 results topped a long list of achievements.
Bon Voyage! 5 Tips for Cruisers Purchasing Vacation Travel Insurance in 2019
NEW YORK, N.Y. /ScoopCloud/ — ‘Wave Season,’ the time of year when the majority of cruise vacations are booked, is upon us and with it the need for cruisers to consider travel insurance, according to TravelInsurance.com. While most cruises go off without a hitch, Mother Nature can throw a variety of unexpected hiccups into a cruise vacation. This can include hurricanes or other storms, missing the ship due to travel mishaps either at home or at your destination city, or succumbing to an illness or injury on board.
Mark Maher and David Nielsen Assume Leadership Roles at JenCap Holdings LLC
NEW YORK, N.Y. /ScoopCloud/ — JenCap Holdings LLC (JCH), a specialty insurance business, announced that Mark P. Maher has been promoted to Chief Operating Officer and that David Nielsen had recently joined the firm as Corporate Chief Financial Officer.
Business Association of Real Estate Appraisers (BAREA) partners with Anow to empower appraisal firms in Canada with transformative tech
RED DEER, Alberta /ScoopCloud/ — Anow, the appraisal firm management software developer that simplifies the way real estate appraisers manage their businesses, today announced a partnership that makes its powerful appraisal technology platform available to members of the Business Association of Real Estate Appraisers (BAREA).
FormFree Builds on Its Success in 2018 with Addition of New Products and Industry Partnerships, Including Freddie Mac
ATHENS, Ga. /ScoopCloud/ — After a banner 2018 that included new partnerships, a product launch and several industry accolades, automated verification provider FormFree(R) anticipates continued growth and innovation in 2019 thanks in part to an expanded focus on serving the needs of independent mortgage brokers.
Transformational Mortgage Solutions Appoints Michael Barrett as Mortgage Executive Consultant
AUSTIN, Texas /ScoopCloud/ — Leading mortgage industry management consulting firm Austin, Texas-based Transformational Mortgage Solutions (TMS), today announced that it has brought on Michael Barrett as mortgage executive consultant. In this role, Barrett will apply his more than 17-years of mortgage business and product development expertise to helping TMS clients improve process efficiencies, execute digital mortgage transformation strategies and expand profit margins.
LenderCity Chooses FinKube’s ELSA AI-Powered Virtual Assistant
DALLAS, Texas /ScoopCloud/ — FinKube, a company that provides AI-powered Platform-as-a-Service solutions for a range of industries, announced today that St. Louis-based LenderCity has successfully deployed ELSA, FinKube’s Electronic Loan Services Assistant. The mortgage industry’s first chatbot is already interacting with prospective borrowers on the LenderCity website.
Simplifile Adds 46 Midwest, West Jurisdictions to E-recording Network
PROVO, Utah /ScoopCloud/ — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced that 46 additional recording jurisdictions located in 13 states throughout the Midwest and Western U.S. have joined Simplifile’s e-recording network.
Report from EraNova Institute: Making Buildings Smart for a Green Future
MOUNTAIN LAKES, N.J. /ScoopCloud/ — The EraNova Institute today announced a special report, “In the Cloud, Our Buildings and We Can Fly – Toward a Smart, Green Life.” Dick Samson, Director of EraNova and author of the report, says “Buildings need to get smart if society is to get green.”
EPIC Insurance Brokers adds Brandon Rich in Houston Texas
HOUSTON, Texas /ScoopCloud/ — EPIC Insurance Brokers and Consultants (‘EPIC’)announced today that Brandon Rich has joined the firm’s Property & Casualty practice as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
Strategic Benefits Advisors Promotes Three Consultants to Director Level
ATLANTA, Ga. /ScoopCloud/ — Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) today announced the advancement of retirement plan consultants Kim Shumate, David Runsick and Harry Souder to the role of director. Shumate, Runsick and Souder were promoted in recognition of their sustained contributions to SBA, including their proven success leading complex projects to high-value outcomes and fostering strong client relationships.
LBA Ware CEO to Discuss Loan Originator Compensation Trends in Today’s Market at MBA Independent Mortgage Bankers Conference
MACON, Ga. /ScoopCloud/ — LBA Ware(TM), provider of the leading automated compensation and sales performance management platform for mortgage lenders, today announced that its Founder and CEO Lori Brewer will be a panelist at the Mortgage Bankers Association’s (MBA) 2019 Independent Mortgage Bankers (IMB) Conference, which will be held January 28-31 at the Hyatt Regency San Francisco.
Anow Closes 2018 with 110-percent Year-over-Year Increase in Orders Processed Through Its Digital Appraisal Office Management Technology
RED DEER, Alberta /ScoopCloud/ — Digital appraisal management software developer Anow reported a record 110 percent year-over-year increase in appraisal orders processed through its core appraisal office management platform in 2018 despite an industry-wide, market-driven drop in orders per customer.
SafeChain Digitizes Property Deed Transfer and Conveyance for Perry County, Ohio
COLUMBUS, Ohio /ScoopCloud/ — SafeChain, the industry leader in wire fraud prevention software and blockchain implementation for land title, announced today it has completed the digital conversion of Perry County, Ohio’s deed transfer and conveyance process between the engineer and auditor. Beginning January 7, the Perry County Engineer’s office will be able to digitize property deeds before the inspection and mapping process.
Bank of Southern California, N.A. Names Bill Lamison Vice President, Underwriter
SAN DIEGO, Calif. /ScoopCloud/ — Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has announced the appointment of Bill Lamison as Vice President, Underwriter. He will join the company’s established business banking team and will be responsible for structuring, analyzing and underwriting commercial credit for new clients as well as managing an existing portfolio of customers.
EPIC Insurance Brokers and HR Hotlink Partner for the Benefit of California New Car Dealers
SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today a marketing and distribution agreement with HR Hotlink. Both firms are longtime valued partners of the California New Car Dealers Association (CNCDA).
Caregivers Will Be Honored as ‘Saints’ in New Orleans ‘Gift Bag Assembly’ Event, Organized by ACSIA Partners
NEW ORLEANS, La. /ScoopCloud/ — While the New Orleans Saints give their all on the football field, caregivers give their all in sickrooms, bedrooms, and care centers. They are also “saints.” They will be honored for their devotion in a “Caregiver Gift Bag Assembly & Giveaway” event, 4 to 5 p.m. on Saturday, January 19, at Sheraton New Orleans Hotel, New Orleans. Organized by ACSIA Partners, the event will include representatives from a dozen care-related organizations.
ARMCO Launches ARMCO CARES Employee Donation Matching Program
POMPANO BEACH, Fla. /ScoopCloud/ — ACES Risk Management (ARMCO), the leading provider of enterprise financial risk management solutions, announced the launch of ARMCO CARES, the company’s employee matching gift program.
EPIC Insurance Brokers adds Judith Paredes in Dallas, Texas
DALLAS, Texas /ScoopCloud/ — EPIC Insurance Brokers and Consultants announced today that Judith Paredes has joined the firm’s Property & Casualty practice as an Account Executive, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
EPIC Insurance Brokers adds Krista Aburrow in Dallas TX
DALLAS, Texas /ScoopCloud/ — EPIC Insurance Brokers and Consultants announced today that Krista Aburrow has joined the firm’s Property & Casualty practice as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
Former FNF/Black Knight executive joins Cloudvirga as chief revenue officer
IRVINE, Calif. /ScoopCloud/ — Cloudvirga(TM), a leading provider of digital mortgage software, today announced the appointments of Dan Sogorka as chief revenue officer and Kelly Kucera as senior vice president of marketing. Sogorka, a seasoned mortgage technology executive, will drive Cloudvirga’s continued revenue growth and oversee the firm’s sales and marketing strategy with the help of veteran cloud technology marketer Kucera.
The Cooksey Team Achieves 35 Percent Increase in Profitability in 2018 Despite Overall Mortgage Market Decline
DALLAS, Texas /ScoopCloud/ — The Cooksey Team, a top-producing retail branch of Mid America Mortgage, Inc., announced today it has achieved year-over-year growth in volume and profitability for the sixth year running. In 2018, The Cooksey Team increased its overall volume by 27 percent over the previous year and increased the number of loan units closed by 28 percent.
Triserv Becomes a Preferred Partner of The Mortgage Collaborative
ROSWELL, Ga. /ScoopCloud/ — Triserv, a national appraisal management company (AMC), is proud to announce a strategic partnership with The Mortgage Collaborative to provide appraisal management services to the organization’s growing lender member network.
EPIC Insurance Brokers Adds Blake Kirk as a Principal in San Francisco
SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants announced today that risk management and insurance professional Blake Kirk has joined the firm’s operations in Northern California as a Senior Vice President and Principal.
Ohio’s Largest Title Agent Selects SafeWire by SafeChain
COLUMBUS, Ohio /ScoopCloud/ — SafeChain, the industry leader in wire fraud prevention software and blockchain implementation for land title, announced today that Ohio Real Title, the largest title agent in the state, has selected its technology solution, SafeWire(TM), to securely facilitate real estate wire transactions for the firm’s eight offices throughout Ohio.
Randy Pizer Joins EPIC in Orange County, Calif.
IRVINE, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants (‘EPIC’) announced today that risk management and insurance professional Randy Pizer has joined the firm’s operations in California as Vice President/Account Executive.
MCT’s Danyel Shipley Honored as one of Mortgage Banking’s Most Powerful Women for 2018 by NMP Magazine
SAN DIEGO, Calif. /ScoopCloud/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that long-time employee Danyel Shipley was name to National Mortgage Professional Magazine’s (NMP) 2018 list of Mortgage Banking’s Most Powerful Women.
Klingenstein Fields Wealth Advisors: In Memoriam – Frederick A. Klingenstein
NEW YORK, N.Y. /ScoopCloud/ — The Members of Klingenstein Fields Wealth Advisors (KFWA) mourn the passing of Fred Klingenstein, a founding member of the firm and Chairman Emeritus. Together with his brother, John Klingenstein, and colleague, Kenneth H. Fields, Fred established the firm in 1989 to provide investment advice and guidance to high-net-worth individuals and families. Prior to KFWA, Fred was CEO of Wertheim & Company and Co-Chairman of Wertheim-Schroder & Company.
Paragon Insurance Holdings, LLC Acquires Argo Landscapers Program
AVON, Conn. /ScoopCloud/ — Paragon Insurance Holdings, LLC, a national multi-line specialty program manager, today announced it has contracted with Argo Group International Holdings, Ltd. to assume MGA responsibilities for Argo’s Landscape Contracting program, effective January 1, 2019.
EPIC Insurance Brokers adds Joffrey Clark in Dallas TX
DALLAS, Texas /ScoopCloud/ — EPIC Insurance Brokers and Consultants announced today that Joffrey Clark has joined the firm’s Property & Casualty practice as a Principal and Charter School Practice Leader, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
Deal-closing tool, heymate, adds new board member and two strategic advisors
ZUG, Switzerland /ScoopCloud/ — heymate, the portable deal-closing tool, which allows workers in the gig economy to create, negotiate and settle offer-for-work contracts in under 20 seconds on any non-transactional marketplace, proudly announced the appointment of a new board member and two strategic advisors.
The Mortgage Collaborative Adds 44 New Lender Members in 2018, Now Growing Staff to Serve Expansion
SAN DIEGO, Calif. /ScoopCloud/ — The Mortgage Collaborative (TMC), the mortgage industry’s only independent cooperative, today announced it added 44 new lender member companies in 2018, its strongest year ever for new member growth. To help support the significant growth of their network, TMC has also added Sarah Oldani and Jennifer Haning to their staff.