Category: Finance

EPIC Insurance Plays Key Role in Launching New Employee Wellness Center for the City of Atlanta

ATLANTA, Ga. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC client the City of Atlanta recently celebrated the grand opening of a new Wellness Center for city employees. This 12,000-square foot facility is located in the City Plaza building across from Atlanta’s City Hall.

Longevity Alert: As America Ages, Long-Term Care Costs Could Overwhelm Most Families, say ACSIA Partners

KIRKLAND, Wash. /ScoopCloud/ — The number of Americans age 65 and older is on track to double — from 46 million now to over 98 million in 2060, when today’s 20-somethings will be turning 65. At that time the 65-plus age group’s share of the population will have jumped to 24-percent from 15-percent today. “Think of it,” says Denise Gott, CEO of ACSIA Partners, “one in four of us will be in the older group, at high risk of needing long-term care.”

FormFree Names Patty Pinckney Senior Director of Marketing

ATHENS, Ga. /ScoopCloud/ — FormFree has hired brand strategist and marketing expert Patricia “Patty” Ramirez Pinckney as senior director of marketing. In this role, Pinckney will drive planning and implementation of FormFree’s marketing campaigns, govern its strategic positioning within the mortgage industry and manage the firm’s brand.

Simplifile, Title Guaranty Complete First-Ever E-recording of Hawaii Land Court Document

HONOLULU, Hawai /ScoopCloud/ — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Title Guaranty has completed the first-ever e-recording of a Land Court document in the state of Hawaii using Simplifile’s E-recording service. The document, a mortgage, was submitted into the public record on July 26 in a process that took only minutes.

IDS Promotes Beckie Santos to Manager of New Product Development

SALT LAKE CITY, Utah /ScoopCloud/ — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has promoted its former Manager of Development Beckie Santos to the newly created position of Manager of New Product Development. In her new role, Santos will leverage her development experience to work closely with the IDS development team as well as operations, quality assurance and compliance to help shape and guide future IDS solutions.

CMBA Invites Phil Laren of MCT to Speak on Panel Session at its Annual Loan Servicing and Newly Created Mortgage Technology Conference

SAN DIEGO, Calif. /ScoopCloud/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that its Director of MSR Services Phil Laren is scheduled to speak on a must-attend panel session. The panel will be hosted by the California Mortgage Bankers Association (CMBA) at their annual Loan Servicing and Technology Conference in San Diego Calif. from Aug. 6 to 8 at the Westin Hotel.

Pendo Executive Alicia Branstetter Named to HW Women of Influence List

LEE’S SUMMIT, Mo. /ScoopCloud/ — Pendo, a nationwide appraisal management company (AMC), announced that Alicia Branstetter, the company’s vice president of marketing, has been named to HousingWire magazine’s seventh annual Women of Influence list, just one year after joining the housing industry.

EPIC Insurance adds Denise Walsh as Assistant General Counsel

NEW YORK, N.Y. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Denise Walsh has joined the firm as Vice President and Assistant General Counsel.

FormFree’s Ann Fulmer Named a 2017 ‘Elite Woman in Mortgage’ by Mortgage Professional America Magazine

ATHENS, Ga. /ScoopCloud/ — FormFree(R) today announced that Chief Strategy and Industry Relations Officer Ann Fulmer is one of Mortgage Professional America (MPA) magazine’s 2017 “Elite Women in Mortgage.” Fulmer, who officially joined FormFree in May but has served the firm in an advisory capacity for several years, was recognized for her significant contributions to FormFree’s staggering growth.

Mortgage Professional America Names Altavera Mortgage Services’ Jennifer Fountain a 2017 Elite Woman in Mortgage

DENVER, Colo. /ScoopCloud/ — Altavera Mortgage Services (Altavera), a Computershare company and leading provider of outsourced residential mortgage origination services, today announced that Senior Vice President of Due Diligence Jennifer Fountain has been named one of Mortgage Professional America’s 2017 Elite Women in Mortgage. Fountain was recognized as a distinguished expert in the areas of credit and underwriting policy, operations, due diligence, management and training.

Oak Hill Capital Partners to Invest in EPIC Insurance Brokers and Consultants to Support EPIC’s Further Growth & Expansion

SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage, and employee benefits consultant, announced today that private equity firm Oak Hill Capital Partners (Oak Hill) has agreed to acquire all of The Carlyle Group’s stake, giving Oak Hill a controlling equity position in EPIC. Oak Hill’s investment will enable EPIC to continue its aggressive organic growth strategy

TRK Connection Promotes Randy Abbey to Chief Technology Officer

SALT LAKE CITY, Utah /ScoopCloud/ — TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced it has promoted former Senior Systems Architect Randy Abbey to Chief Technology Officer (CTO). In this new role, Abbey will bring to bear his two decades of SaaS, cloud security and diverse solution development expertise.

EPIC Joins in Authoring Updated American National Standards Institute / American Society of Safety Engineers 2017 Hydrogen Sulfide Safety Training Standard

SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, and a member of the American National Standards Institute / American Society of Safety Engineers (ANSI/ASSE) Z390 Hydrogen Sulfide Training Committee, announced today the approval and upcoming publication of a revised Hydrogen Sulfide Safety Training Standard (ANSI/ASSE Z390.1-2017).

Mortgage Capital Trading Introduces Bulk Acquisition Manager Secondary Marketing Tape Transfer Technology

SAN FRANSISCO, Calif. /ScoopCloud/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced at the California Mortgage Bankers Association’s (CMBA) annual Western Secondary Market Conference held in San Francisco, that it has released new secondary marketing technology to improve the industry’s existing loan sale practices. Dubbed Bulk Acquisition Manager(TM) (BAM), the solution automates the process of packaging and transferring bulk loan bids, which benefits investors, lenders and MCT’s team of mortgage loan traders.

It’s Easier to Plan for Long-Term Care if We Face Our Personal Concerns First, says ACSIA Partners

KIRKLAND, Wash. /ScoopCloud/ — Last year the U.S. Department of Health & Human Services issued a report about Americans’ concerns and actions related to long-term care (LTC), also referred to as long-term services and supports (LTSS). “The main takeaway was not the particulars of the responses, in our view,” says Denise Gott, CEO of ACSIA Partners. “It was the fact that participants considered and faced the issues.”

JenCap Holdings Acquires Special Risks Facilities

NEW YORK, N.Y. /ScoopCloud/ — JenCap Holdings LLC announced today that it has agreed to acquire privately held Special Risks Facilities, Inc., an MGA/contract binding authority and wholesale insurance brokerage firm based in Sterling Heights, Michigan with another office in Peoria, Arizona. Special Risks was formed in 1971 and has been led by Jack Klebba and Randy Kaszeta. Messrs.

ARMCO Promotes COO Phil McCall to President

POMPANO BEACH, Fla. /ScoopCloud/ — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software ACES Audit Technology(TM), announced that chief operating officer Phil McCall has been promoted to company president. In his new role, McCall will oversee all operations for the company, including the expansion of the company’s award-winning ACES Audit Technology platform.

IDS Expands eSign Room Customization Capabilities

SALT LAKE CITY, Utah /ScoopCloud/ — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has expanded the settings and capabilities of its eSign room within the idsDoc mortgage doc prep platform. These new features enable lenders to create a more seamless and unified eSign experience for borrowers.

Mortgage Capital Trading Taps Industry Capital Markets Veteran Bill Berliner as Director of Analytics

SAN DIEGO, Calif. /ScoopCloud/ — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that it has appointed Bill Berliner to the newly created position of director of analytics. In this role, he will take the lead to develop new products and services, enhance existing solutions, and help expand MCT’s footprint as the preeminent industry-leader in secondary marketing capabilities for lender clients.