Klingenstein Fields Wealth Advisors’ SVP Jonathan B. Roberts, CFA, CIC, Delivers Opening Remarks at Investment Adviser Association’s 2016 Annual Leadership Conference
NEW YORK, N.Y., May 11, 2016 (SEND2PRESS NEWSWIRE) -- Jonathan B. Roberts, Chief Compliance Officer and Senior Vice President at KFWA (Klingenstein Fields Wealth Advisors), a leading wealth management firm with approximately $3 billion in assets under management, welcomed attendees with insightful opening remarks at the Investment Adviser Association's (IAA) 2016 Annual Leadership Conference.
Daniel Joseph Duffy Descendants’ Trust Acquires Controlling Interest In Sunshine Capital, Inc.
HOLLYWOOD, Fla., May 10, 2016 (SEND2PRESS NEWSWIRE) -- Sunshine Capital, Inc. (Pink Sheets: SCNP) today announced that its parent Company DIB Funding, Inc. has been acquired by the Daniel Joseph Duffy Descendants Trust.
Simplifile Adds 16 County Recording Offices Across Southeast, Mid-Atlantic
PROVO, Utah, May 5, 2016 (SEND2PRESS NEWSWIRE) -- Simplifile, a leader in electronic document and data workflow technology for lenders, settlement agents and counties, announced it has installed its e-recording solution in 16 additional county recording offices across Alabama, Arkansas, Georgia, Florida, Louisiana, North Carolina and Pennsylvania.
Home Point Financial and ReverseVision Partner to Offer Mortgage Lender-Focused HECM Luncheon
SAN DIEGO, Calif., May 4, 2016 (SEND2PRESS NEWSWIRE) -- ReverseVision, Inc. (ReverseVision) is pleased to announce that it is again offering the popular 'Home-Equity Loans Facts Track' seminar for mortgage lenders interested in learning more about the home-equity conversion mortgage (HECM) loan on May 11 at the Hyatt Regency Huntington Beach, Sandpiper Room from 12:30 p.m. to 2:30 p.m.
Simplifile and Landtech Data Corporation Integration Streamlines E-Recoding Process for Settlement Service Providers
PROVO, Utah, May 2, 2016 (SEND2PRESS NEWSWIRE) -- Simplifile, the nation's largest e-recording service provider, has partnered with Landtech Data Corporation (Landtech) to improve recording efficiency and ease payment processing for Landtech's nationwide customer base. The integration will further advance the efficiency of the e-recording process by allowing settlement service providers to submit and pay for their e-recording documents using Simplifile without ever leaving the Landtech system.
JenCap Holdings Acquires Trivedi-Capacity Associates
NEW YORK, N.Y., April 21, 2016 (SEND2PRESS NEWSWIRE) -- JenCap Holdings, LLC, a consolidator of specialty insurance distribution and program management businesses, including managing general agencies, specialty program underwriters, transactional wholesale brokers and captive managers, has acquired specialist MGA and wholesaler Trivedi-Capacity Associates, LLC. JenCap Holdings, LLC is a portfolio company of The Carlyle Group.
Willow Bend Mortgage Now Offers Reverse Mortgages in 12 States Using ReverseVision Exchange (RVX) Loan Origination Software
SAN DIEGO, Calif., April 20, 2016 (SEND2PRESS NEWSWIRE) -- ReverseVision announced today that Willow Bend Mortgage (Willow Bend), an independent mortgage lender serving the South Central United States, has selected RV Exchange (RVX) as its reverse mortgage loan origination software (LOS). A long-standing community lender in its home state of Texas, Willow Bend began expanding its reverse mortgage program in 2015 and is currently licensed to operate in 12 states.
Altavera Mortgage Services Notes Uptick in Non-QM Activity from Originators, Aggregators and Investors
DENVER, Colo., April 20, 2016 (SEND2PRESS NEWSWIRE) -- Altavera Mortgage Services (Altavera), the premier provider of third-party residential mortgage origination services, reports a marked uptick in non-Qualified Mortgage (non-QM) inquiries in the first quarter of 2016. According to President and Founder Brian Simons, staffing requests from Altavera's clients suggest the industry is preparing for increased business in Q2 and the second half of 2016.
IDS Hits Multiple Daily Mortgage Document Preparation Records in 2015, Achieves Significant Growth Despite TRID Challenges
SALT LAKE CITY, Utah, April 18, 2016 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it achieved 11 single-day company records for total document orders in 2015. Overall document fulfillment increased 24 percent from 2014 to 2015, with initial disclosures and closing documents seeing similar growth (26 percent and 22 percent, respectively). IDS also saw increased adoption of its eSign functionality in 2015, with 45 percent more documents electronically signed as compared to 2014.
LeaseAccelerator Announces FASB ASC 842 and IFRS 16 Compliant Accounting Solution for Equipment Leases
GREAT FALLS, Va., April 18, 2016 (SEND2PRESS NEWSWIRE) -- LeaseAccelerator, the leader in Equipment Lease Management software, today announced a new release featuring updated functionality to support the new lease accounting standards introduced by the Financial Accounting Standards Board (FASB) and the International Accounting Standards Board (IASB). With support for FASB ASC 842 and IFRS 16, LeaseAccelerator customers can now confidently comply with the financial reporting requirements of the U.S. Securities and Exchange Commission (SEC) and other international regulators in time for the 2019 implementation deadlines.
DocMagic Named ‘Top 100 Mortgage Employer’ for 2016 by National Mortgage Professional Magazine
TORRANCE, Calif., April 14, 2016 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc. the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced that it was named to National Mortgage Professional magazine's annual 'Top 100 Mortgage Employers' list for 2016.
New Consumer Protection Service Company Combines Best of All Worlds
WESTON, Fla., April 13, 2016 (SEND2PRESS NEWSWIRE) -- Biggrey Trust takes the best of what other consumer protection services have to offer and combines them all into one winning solution. Biggrey Trust has two missions: to provide consumer protection and to help stores increase sales. When you have one, the other will follow.
Committee Recommendation Would Place Terre Haute Department of Redevelopment under Management of the Terre Haute Economic Development Corporation
TERRE HAUTE, Ind., April 11, 2016 (SEND2PRESS NEWSWIRE) -- A search committee tasked with finding a replacement for the retired director of the Terre Haute Department of Redevelopment will recommend that the Terre Haute Economic Development Corporation (THEDC) assume management of the department. The recommendation will be made at the April 20 meeting of the City of Terre Haute Redevelopment Commission.
W. Val Oveson Joins Taxometry as Senior Vice President
SOUTH JORDAN, Utah, April 7, 2016 (SEND2PRESS NEWSWIRE) -- W. Val Oveson has joined Taxometry as Senior Vice President of Tax Administration. His responsibilities include oversight and implementation of the company's product and delivery.
EPIC’s Tiffany McClellan to Present at Human Resource Executive Health and Benefits Leadership Conference
SAN FRANCISCO, Calif., March 31, 2016 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, today announced that its Regional Director of Employee Benefits Tiffany McClellan will present at the Human Resource Executive Health and Benefits Leadership Conference at the Aria Resort and Casino in Las Vegas, March 30 to April 1. McClellan will speak on 'Strategies for Creating Impactful Employee Communications' alongside Cari Graham of Guidance Software Inc. on Friday, April 1 at 9 a.m.
Media Advisory: Reverse Mortgage Expert John Button Available to Comment on Reverse Mortgage Trends
ATLANTA, Ga., March 29, 2016 (SEND2PRESS NEWSWIRE) -- Reverse mortgage expert John Button, president and CEO of San Diego, California-based software provider ReverseVision, is available for interviews in Atlanta on Tuesday, April 12, and Wednesday, April 13, 2016.
RedFin POS Launches SharkSwipe Mobile Transaction App for iOS and Android
DEERFIELD BEACH, Fla., March 29, 2016 (SEND2PRESS NEWSWIRE) -- RedFin POS, a leading provider of secure payment applications and payment gateway solutions, has launched SharkSwipe: a mobile app that allows for mobile transactions utilizing the super-compact, Bluetooth MSR/Chip & PIN SharkSwipe device. The free app is available today by visiting the Apple iTunes App Store, or Google Play Store.
CMG Financial Automates its Entire Appraisal Process Using Global DMS’ eTrac Platform
LANSDALE, Pa., March 29, 2016 (SEND2PRESS NEWSWIRE) -- Global DMS, a leading provider of web-based compliant valuation management software, announced that CMG Financial (CMG), one of the nation's leading lenders, has streamlined the management of its appraisal process from start to finish using Global DMS' eTrac platform.
Platinum Data Executive Craig Zielazny Named to Board of Advisors for Wittenberg University’s New Master of Science in Analytics Program
ALISO VIEJO, Calif., March 22, 2016 (SEND2PRESS NEWSWIRE) -- Platinum Data Solutions, a provider of valuation data and analytics solutions, has announced that Craig Zielazny, the company's senior vice president of valuation analytics, has been named to the Board of Advisors for Springfield, Ohio-based Wittenberg University's new Master of Science in Analytics program. The Board of Advisors is charged with collaborating to create the department's curricula and courses, and could include guest lecturing. The inaugural semester for Wittenberg University's Master of Science in Analytics program begins in August 2016.
Titan Lenders Corp. Announces Acquisition by MetaSource LLC
DENVER, Colo., March 21, 2016 (SEND2PRESS NEWSWIRE) -- Mortgage services expert Titan Lenders Corp. (Titan) announced it has been acquired by Utah-based MetaSource, LLC. Terms of the deal were not disclosed. MetaSource provides an array of technology-driven services and solutions, including business process outsourcing.
Alternative-Risk Financing Roundtable: ‘Creative Uses for Captives’ Moderated by EPIC’s Daniel Houston
SAN FRANCISCO, Calif. and ATLANTA, Ga., March 16, 2016 (SEND2PRESS NEWSWIRE) -- In the world of risk management, captive insurers are taking on a major role for companies of all sizes. As the number and types of captive insurers are expanding, so too have the types of risks that captive owners are funding through these alternative-risk financing structures, says EPIC Insurance Brokers and Consultants.
Protector Holdings Acquires BetterWay Insurance Services
SAN FRANCISCO, Calif., March 7, 2016 (SEND2PRESS NEWSWIRE) -- Protector Holdings, a joint venture of EPIC Insurance Brokers and Consultants and Dowling Capital Partners, announced today the acquisition of BetterWay Insurance Services.
Pavaso’s Vice President of Partner Strategies and Government Affairs Elected to Co-Chair MISMO Workgroup
PLANO, Texas, Feb. 25, 2016 (SEND2PRESS NEWSWIRE) -- Nancy G. Pratt, vice president of Partner Strategies and Government Affairs at real estate technology company Pavaso, was elected to serve as co-chair of the Mortgage Industry Standards Maintenance Organization (MISMO) eMortgage Workgroup at the organization's Winter Summit in January.
Sunshine Capital, Inc. Informs Shareholders of Proposed Recommendations by Advisory Board Member Daniel J. Duffy
PEMBROKE PINES, Fla., Feb. 19, 2016 (SEND2PRESS NEWSWIRE) -- Sunshine Capital, Inc. (Pinksheets: SCNP) today announces the recommendations by Advisory Board Member and Financial Expert Daniel J. Duffy, to increase shareholder value for the company.
Wattcoin Technologies New Energy Start-Up
SAN FRANCISCO, Calif., Feb. 18, 2016 (SEND2PRESS NEWSWIRE) -- Wattcoin(TM) Technologies Inc., a platform-as-a-service solution for energy companies to manage their customer's billing processes, energy savings and renewable energy investments, opens office in San Francisco, California.
Mid America Mortgage Hires Four Account Executives to Serve California, New Hampshire, Tennessee, Midwest
ADDISON, Texas, Feb. 17, 2016 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode announced the firm has hired four new account executives in its wholesale and correspondent lending division.
Take Action: Interest Free Money is Every U.S. Citizen’s Constitutional Right
SPRINGFIELD, Ill., Feb. 17, 2016 (SEND2PRESS NEWSWIRE) -- Website author and creator, Michael Piontkowski, also known as Piont, recently launched the Interest Free Banking website to get the word out on how every U.S. citizen can convert all their debt-interest money loans into zero percent, interest-free money loans.
DocMagic Unveils New Premium Rep and Warrant Offering Guaranteed TRID Compliance up to $5 Million
TORRANCE, Calif., Feb. 16, 2016 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, today announced the development of an extensive set of new reps and warrants for its calculations, documents and data, which provides peace of mind to lenders when it comes to compliance with the TRID rule.
Sunshine Capital, Inc. Announces That Daniel J. Duffy Has Joined The Company’s Advisory Board
PEMBROKE PINES, Fla., Feb. 16, 2016 (SEND2PRESS NEWSWIRE) -- Sunshine Capital, Inc. (Pink Sheets: SCNP) today announced that micro-cap stock magnate and mergers-acquisitions expert Daniel J. Duffy has agreed to join the Company's Advisory Board.
Generate Secure Payment Link and Have Monies Direct Deposited Into Your Bank
DEERFIELD BEACH, Fla., Feb. 11, 2016 (SEND2PRESS NEWSWIRE) -- RedFin today announced the launch of a web-based electronic bill payment and presentment (EBPP) platform to its payment gateway. The new platform allows merchants to generate and email secure payment links to customers who can then make payments through a secure payment form and/or make donations online. When done, vendors will receive direct deposit of funds into their bank.
Titan Offers Trade Transaction Management Services to Mortgage Investors
DENVER, Colo., Jan. 19, 2016 (SEND2PRESS NEWSWIRE) -- Mortgage services expert Titan Lenders Corp. (Titan) announced it is now offering Trade Transaction Management Services to investors looking to acquire mortgage assets. Through these services, Titan facilitates the administrative tasks and logistical management of acquiring a loan pool. Using its comprehensive mortgage process and compliance foundation, Titan works in collaboration with investors to provide a deeper understanding of the risks the investor is potentially acquiring.
Bank of Southern California Announces Ticker Symbol Change to BCAL
SAN DIEGO, Calif., Jan. 7, 2016 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), announced today that FINRA has approved a change in the Company's stock symbol. As of Monday, December 21, 2015 the new trading symbol for Bank of Southern California is BCAL. The former symbol, FBBN is no longer valid.
Real Estate Investment Firm Turns Tidy Profit in One Year
LOS ANGELES, Calif., Jan. 6, 2016 (SEND2PRESS NEWSWIRE) -- Carolwood Equities, a privately-held, fully-integrated real estate investment company, just closed a deal for an impressive return and the firm's founders, Andrew Shanfeld and Adam Rubin, partners, say it's just the beginning.
10th Anniversary Edition of Best-Selling Medicaid Planning book published
LAREDO, Texas, Jan. 5, 2016 (SEND2PRESS NEWSWIRE) -- Phylius Press is pleased to announce the 10th Anniversary Edition of the best-selling Medicaid planning book 'How to Protect Your Family's Assets from Devastating Nursing Home Costs: Medicaid Secrets' (ISBN: 978-1-941123-04-1), by attorney K. Gabriel Heiser.
Mid America Mortgage Seeks TRID Scratch and Dent Mortgage Loans for Potential Purchase
ADDISON, Texas, Dec. 22, 2015 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. (Mid America) Owner and Chief Executive Officer Jeff Bode announced the firm's interest in purchasing Scratch and Dent loans with TILA-RESPA Integrated Disclosure (TRID) infractions, even if a previous investor has rejected the loan for purchase.