Category Archives: Finance

Cloudvirga’s Kyle Kamrooz Honored with HousingWire Vanguard Award for Mortgage Industry Leadership

IRVINE, Calif. /ScoopCloud/ -- Cloudvirga(TM), the developer of intelligent mortgage point-of-sale (POS) platforms, today announced that its founder and COO Kyle Kamrooz is a winner of HousingWire's third annual Vanguard Awards. Kamrooz was recognized for company leadership as well as his substantial contributions to the mortgage industry at large.

Kamrooz has nearly 20 years of senior management experience spanning all areas of residential mortgage lending. He co-developed the enterprise digital mortgage platform that would become Cloudvirga while serving as executive vice president at one of the nation's top 40 mortgage lenders.

Since spinning out Cloudvirga, Kamrooz has established partnerships with some of the industry's most innovative service providers and signed three of the top eight non-bank lenders to Cloudvirga's platform. He has also helped the company raise more than $25 million in two funding rounds supported by leading venture capital firms and some of the industry's largest lenders.

"Cloudvirga's success stems from our obsession with tackling the massive mortgage cost and inefficiency problem," Kamrooz said. "Getting in the trenches with mortgage professionals to truly understand the problems that can be solved with data and automation has been the focus of my career. It's an honor to be recognized for the work that is also my passion."

"Our Vanguard winners represent an incredible cross-section of the industry - the cream of the crop in lending, servicing, investing and real estate," Magazine Editor Sarah Wheeler said. "This group of leaders exemplifies the remarkable depth of talent and expertise in the world of mortgage finance."

Now in its third year, the HousingWire Vanguard Awards program recognizes executives in the housing finance industry for their outstanding leadership in the space. Winners are selected by HousingWire's editorial board and evaluated based on their company and industry contributions.

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 Cloudvirga(TM):

Cloudvirga's intelligent mortgage point-of-sale (POS) platforms uniquely combine a world-class borrower experience with a truly digital lender platform that radically cuts overall loan costs, increases transparency and reduces the time to close a loan. Founded by top fintech veterans with a track record of building successful mortgage technologies, Cloudvirga's initial customer roster includes eight of the top 40 non-bank mortgage originators. To date, Cloudvirga has raised over $25 million from some of the country's top lenders and venture capital firms. For more information, visit http://www.cloudvirga.com/ or follow Cloudvirga on LinkedIn.

Cloudvirga, Inc., the developer of intelligent mortgage point-of-sale (POS) platforms, has announced that its founder and COO Kyle Kamrooz is a winner of HousingWire's third annual Vanguard Awards for 2017. Kamrooz was recognized for company leadership as well as his substantial contributions to the mortgage industry at large.

Related link: http://www.cloudvirga.com/

EPIC Insurance Brokers Adds Eric Hays in Pittsburgh, PA

PITTSBURGH, Pa. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the addition of Eric Hays as Regional Director, Employee Benefits.

Hays will be based in EPIC's newest location in Pittsburgh, Pa., launched with the hires of Sean Andreas, Al Dragotto, Kurt Karstens, Pete Kostorick, Sally Krauss, Zach Mendelson, Phil Wakim, Chuck Yorio, Jan Zewe and others from Wells Fargo Insurance Services in September 2017.

Hays joins EPIC following five years at Highmark, Inc. in Pittsburgh, where he was Vice President of Western Regional Markets. In that role, Hays oversaw Highmark's middle market, strategic, and hospital accounts.

Hays will be responsible for building and leading EPIC's Employee Benefits Consulting Team operating from Pittsburgh. In addition, he will have parallel new business development responsibilities, acquiring and providing innovative Benefits Consulting solutions to his own group of clients.

Said Thomas O'Neil, EPIC's Northeast Region President, "We are excited to further expand and enhance EPIC's operations in Western Pennsylvania and our Northeast Region with the addition of Eric Hays. He is well known to the Pittsburgh employee benefits marketplace and highly respected for building strong customer relationships, providing exceptional service, and aggressive client advocacy."

EPIC Pittsburgh provides Property & Casualty Insurance, Surety, Risk Management and Employee Benefits programs to clients in a wide range of industries, located across Western Pennsylvania and the country.

Specific areas of expertise include Group Captives, Professional and Management Liability, Risk Control, Claims Advocacy Workers' Compensation cost control and all aspects of Employee Benefits Consulting including Compliance, Wellness, HR and Benefits Technology, Retirement, Executive and Voluntary Benefits, Pharmacy Management, Global Benefits and Employee Communications and Engagement.

Eric Hays can be reached at:
Email: eric.hays[at]epicbrokers.com
Phone: 412-274-1714 (direct)

EPIC Pittsburgh Office:
Main phone 412-274-1750
301 Grant Street, Suite 4300
Pittsburgh, PA 15219

About EPIC:
EPIC is a unique and innovative retail property & 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 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

More information: http://www.epicbrokers.com/.

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EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today the addition of Eric Hays as Regional Director, Employee Benefits. Hays will be based in EPIC's newest location in Pittsburgh, Pa.

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

Sam Elliott Joins EPIC as Executive VP of Business Development and National Sales and Marketing Leader

AUSTIN, Texas /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, the retail property and casualty insurance brokerage and employee benefits consulting subsidiary of EPIC Holdings, announced today that insurance brokerage industry veteran Sam Elliott has joined the firm to lead EPIC's new business development efforts nationally.

Elliott will be based in Austin, Texas, where he currently resides, and report directly to Peter Garvey, CEO of EPIC Insurance Brokers and Consultants.

Across a career spanning nearly 40 years, Elliott has held management and executive leadership position at both regional and national brokerage firms, including Jardine Insurance Brokers, Alexander & Alexander Insurance Brokers, ABD Insurance & Financial Services and, most recently, Wells Fargo Insurance Services.

At Wells Elliott served as Executive Vice President and Regional Managing Director, where he was responsible for managing and overseeing all of Wells Fargo's insurance operations in the Western U.S. including Texas, New Mexico, Oklahoma, Colorado, Nevada, Arizona, Utah, Idaho, California, Oregon, Washington, Alaska and Hawaii.

Operations included risk management services, property-casualty brokerage, employee benefits consulting, management liability, and claims and risk control services. Elliot's responsibilities included financial performance, sales leadership, recruiting and training, service excellence, mergers & acquisitions, and quality assurance.

Said Peter Garvey, "We are fortunate and excited to add a seasoned, successful leader and professional of Sam's caliber. He has a track record of significant accomplishment at every organization he has been a part of and a reputation for providing exceptional service; strong client advocacy, creative and cost-effective risk management consulting solutions; and for driving strong organic growth. We have every belief and confidence that he will achieve similar results as part of EPIC."

Added Sam Elliott, "This is a very exciting time to be joining EPIC, particularly in a national business development leadership role. Pete Garvey and the EPIC Executive Team are keenly focused on further enhancing the rate of EPIC's organic growth, which already outpaces most other US retail brokers. With the strategic and financial support of Oakhill Capital Partners, we see this as highly achievable, and expect to again double revenues over the next 3-5 years."

Sam Elliott can be reached at:
Email: sam.elliott@EPICbrokers.com
Cell Phone: (310) 993-1428.

About EPIC:

EPIC is a unique and innovative retail property & 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 1,400 team members operating from 50 offices across the U.S., providing Property & Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues greater than $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

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

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EPIC Insurance Brokers and Consultants ('EPIC'), the retail property and casualty insurance brokerage and employee benefits consulting subsidiary of EPIC Holdings, announced today that insurance brokerage industry veteran Sam Elliott has joined the firm to lead EPIC's new business development efforts nationally.

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

DocMagic’s Jonathan Kearns Appointed to MISMO Residential Standards Governance Committee

TORRANCE, Calif. /ScoopCloud/ -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that Jonathan Kearns has been appointed to the Mortgage Industry Standards Maintenance Organization (MISMO) Residential Standards Governance Committee.

The committee is comprised of select subject matter experts, nine of which who will began their two-year term on Jan. 1, 2018 through Dec. 31, 2019. The Mortgage Bankers Association (MBA) is the parent corporation of MISMO and is actively involved in the organization's ongoing contributions to the industry.

The Residential and Commercial Standards Governance Committees report to MISMO's Board of Directors. The committees are responsible for administering and overseeing MISMO's activities specific to the Standards. This includes providing guidance to the MISMO workgroups; establishing and managing the MISMO Reference Model release schedule; conducting oversight to ensure that standards development is occurring in conformance with established policy; and maintaining the architectural consistency of the MISMO Standards.

Jonathan is the senior vice president of technology solutions at eSignSystems, a division of DocMagic, and has been with the company since its 2014 acquisition of eSignSystems from WAVE. He has been instrumental to DocMagic in advancing business processes and developing workflows that incorporate electronic documents, eSignatures, eVaulting and other paperless mortgage solutions.

"We congratulate Jonathan on his appointment to the MBA's MISMO committee to provide his expertise in helping move the mortgage industry forward," said Dominic Iannitti, president and CEO of DocMagic. "Jonathan exemplifies a forward-thinking mortgage technologist who is always innovating and arriving at better, more efficient ways to solve business problems. DocMagic believes strongly in being a thought leader and giving back to the mortgage industry. We are an active participant in MISMO at the Champion level and Jonathan volunteering his time for the next two years to serve on the MISMO Governance Committee reflects this continued commitment."

Prior to Jonathan's appointment, DocMagic's director of eServices Tim Anderson also volunteered his time, serving on both the MISMO Governance committee as well as the MISMO board for a total of four years.

DocMagic is a pioneer of comprehensive eMortgage solutions and services for the mortgage industry, developing leading-edge products that fully support an end-to-end, 100 percent paperless digital mortgage process. For years, the company has been at the forefront of leading the charge in evangelizing the benefits and adoption of a complete eMortgage across the entire supply chain - from the point-of-sale through eClosing, eWarehouse lending, secondary marketing and even servicing.

About DocMagic:

DocMagic, Inc. is the leading provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions for the mortgage industry. Founded in 1988 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 MISMO:

MISMO(R) is the voluntary standards development body for the mortgage industry. Voluntary use of MISMO standards reduces processing costs, increases transparency and boosts investor confidence in mortgages as an asset class, while creating cost savings for the consumer.

For more information, visit http://www.mismo.org/.

MEDIA CONTACT:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that Jonathan Kearns has been appointed to the Mortgage Industry Standards Maintenance Organization (MISMO) Residential Standards Governance Committee.

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

FormFree Appoints Housing Finance Authority Faith Schwartz to Board of Directors

ATHENS, Ga. /ScoopCloud/ -- FormFree(R) today announced that housing finance expert Faith Schwartz has been elected to its board of directors.

Among the most influential leaders in the mortgage industry, Schwartz has played a firsthand role in shaping current housing finance best practices and public policy. Principal and founder of Housing Finance System Strategies, a housing finance strategic advisory firm, Schwartz also serves as a senior advisor to the leadership team of Accenture Credit Services.

In 2007, Schwartz was recruited to lead HOPE NOW, an alliance formed by the U.S. Secretary of the Treasury in response to the housing market crisis. As HOPE NOW's executive director, a position she refers to as a "career highlight," Schwartz assembled a coalition of government agencies, lending institutions, nonprofits and housing trades. Schwartz has also held executive-level roles at CoreLogic and Freddie Mac.

Recognized by Mortgage Banking magazine as one of its 20 Distinguished Industry Women, Schwartz was also named one of HousingWire's 2012 Women of Influence and is a recipient of a lifetime achievement award from the Five Star Institute. She actively serves on the boards of Hope LoanPort (HLP), the National Fair Housing Alliance (NFHA), Riskspan and Saint Anselm's Abbey School. She holds a master's degree in business administration from the University of Pittsburgh and a bachelor's degree in accounting from Shippensburg State College.

"FormFree's data-driven solutions have found a unique toehold in the mortgage industry and have the potential to transform the broader financial services landscape," said Schwartz. "Automated verification of borrower assets, employment and income makes lending simple and secure for everyone involved. I look forward to being part of a growing company that is shaping the future of lending."

About FormFree:

FormFree(R) is a fintech company whose market-leading AccountChek(R) reports are used by hundreds of lenders nationwide to verify borrower assets, employment and income in minutes. With FormFree, lenders can delight customers with a paperless experience and reduce origination timelines by up to 20 days. FormFree offers automated analysis and standardized delivery to lenders and their investors using a secure ReIssueKey(TM). To date, AccountChek has securely placed more than one million asset reports for over 1,000 U.S. lenders. 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.

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*Photo Caption: Housing Finance Authority Faith Schwartz Joins FormFree Board.

FormFree today announced that housing finance expert Faith Schwartz has been elected to its board of directors. Among the most influential leaders in the mortgage industry, Schwartz has played a firsthand role in shaping current housing finance best practices and public policy.

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

The Mortgage Collaborative Adds Loan Vision to Preferred Partner Network

SAN DIEGO, Calif. /ScoopCloud/ -- The Mortgage Collaborative, the nation's only independent mortgage cooperative, today announced the addition of Loan Vision, a mortgage industry-specific financial management and accounting software provider, to its preferred partner network, giving its Lender Members access to the industry's premier accounting software.

"Loan Vision's dedication to understanding the developing business needs and evolving functionalities of mortgage lenders perfectly aligns with the mission of The Mortgage Collaborative," said Rich Swerbinsky, Chief Operating Officer of The Mortgage Collaborative. "Loan Vision truly values the art of collaboration within the mortgage industry, and their dedication to serving the mortgage industry will provide our Lender Member companies with a great business partner."

Built on Microsoft Dynamics NAV, Loan Vision has transformed mortgage accounting, quickly establishing itself as the leading option for lenders looking for an industry specific, scalable financial software. With the ability to integrate directly with an organization's LOS, Loan Vision tackles several of the most common business challenges found in mortgage bank accounting departments today. Through far greater access and visibility into loan-level and cost center performance data such as branch, LO, and product type, lenders can make far more educated decisions about the direction of their organizations.

"Collaboration is a key part of working in this industry, and we're constantly looking for more opportunities to connect with organizations that hold similar values," said Martin Kerr, President of Loan Vision. "Partnering with The Mortgage Collaborative opens the door to a brand-new opportunity to reach lenders and keep their best interests at the forefront."

The Mortgage Collaborative network is more than 120 lenders strong, with an aggregate annual origination volume of over $200 billion. The lender network is supported by a preferred partner network of organizations that specialize within each facet of the mortgage life cycle. The Mortgage Collaborative is rewriting the playbook on the cooperative model and their network caters to lenders of all sizes, with a strong mix of independent mortgage brokers and community banks and depositories.

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, improved compliance, and 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/.

About Loan Vision:

Founded in 2006, Greensburg, PA-based Bestborn Business Solutions are the creators of Loan Vision, a mortgage industry specific financial management and accounting software. Combining the functionality of Microsoft Dynamics NAV and Bestborn's industry tool set and expertise, Loan Vision has quickly established itself as a platform trusted by some of the largest as well as the fastest growing mortgage lenders in the country. Functionality includes the ability to interface with Loan Origination Software, loan-level accounting, commission calculations, as well as a branch reporting portal.

For more information, visit: http://www.loan-vision.com/.

The Mortgage Collaborative, the nation's only independent mortgage cooperative, today announced the addition of Loan Vision, a mortgage industry-specific financial management and accounting software provider, to its preferred partner network, giving its Lender Members access to the industry's premier accounting software.

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

TRK Connection Hires David Pack as Product Manager

SALT LAKE CITY, Utah /ScoopCloud/ -- TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that it has hired David Pack as product manager. In this role, Pack will be responsible for the delivery and support of TRK's market-leading solutions, including the Insight Risk & Defect Management (RDM) mortgage quality control (QC) auditing platform.

"Automation and improving loan quality continue to be at the top of lenders' lists of priorities, which has driven demand significantly for TRK's suite of solutions, especially Insight RDM," said Teri Sundh, CEO of TRK Connection. "Bringing an experienced technical and support manager like Dave on board enables TRK to deliver outstanding customer service while continuing to expand our footprint in the mortgage marketplace."

Prior to joining TRK, Pack supported and implemented products for Silicon Valley-based Oracle America and Workday, Inc. He also served as a project manager and account technical manager for several technology firms in the Salt Lake City area.

"Having previously worked with the TRK team, I was familiar with their commitment to delivering innovative, useful technology solutions and was eager to play a role in that effort by supporting the Insight RDM platform," Pack said. "Working for Silicon Valley-based, Fortune 500 companies was exciting and educational, but I thrive more in an agile environment. I look forward to applying the lessons learned in my most recent positions to ensure TRK's existing customers are able to maximize the value of Insight RDM."

About TRK Connection:

Founded in 2013, TRK Connection prides itself on its ability to develop technologies that allow businesses to surpass their organizational needs and meet their business objectives. As an innovator in the mortgage origination and quality assurance space, TRK continues to develop and refine solutions geared to promote and strengthen the loan origination process, pre/post-close loan audits and the defect remediation process.

Currently, TRK offers solutions that support Mortgage Audit & Quality Control (Insight Risk & Defect Management(TM)), Loan Origination Vendor Management (Core Connect(TM)), Complete LOS Connectivity Platforms and more. For more information, visit http://trkconnection.com.

TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced today that it has hired David Pack as product manager. In this role, Pack will be responsible for the delivery and support of TRK's market-leading solutions, including the Insight Risk & Defect Management (RDM) mortgage quality control (QC) auditing platform.

Related link: http://trkconnection.com/

EPIC Named to Best Places to Work in Insurance Nationally for Eighth Consecutive Year

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has again been recognized by its team members nationally as one of the Best Places to Work in Insurance in a survey conducted annually by Business Insurance Magazine and Best Companies Group.

Best Places to Work in Insurance is an annual feature of Business Insurance that recognizes the agents, brokers, insurers and other providers with the highest employee scores in response to a detailed employee engagement and satisfaction survey.

This year's report features 75 companies of varying sizes that share a strong commitment to attracting, developing and retaining great talent through a positive culture, comprehensive employee benefits and other programs that their employees value.

Based on employee feedback, EPIC was ranked #12 in the medium employer category (250-999 U.S. employees).

"It is an honor to be recognized by our EPIC team members as a Best Place to Work in Insurance for an eighth consecutive year," said John Hahn, CEO of EPIC. "This recognition validates our team's ongoing dedication to fostering a culture of respect, community, fun, and always putting people first. These beliefs and values are key to attracting and retaining our industry's top talent who skillfully and effectively serve the needs of our clients. Every year we acquire important information that helps us to further build and strengthen our culture of EPICness."

About EPIC:

EPIC is a unique and innovative retail property & 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 1,300 team members operating from offices across the U.S., providing Property & Casualty insurance, Employee Benefits Consulting, Specialty Programs and Private Client solutions to more than 30,000 clients.

With run rate revenues of roughly $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

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

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EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it has again been recognized by its team members nationally as one of the Best Places to Work in Insurance in a survey conducted annually by Business Insurance Magazine and Best Companies Group.

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

Cloudvirga Names Stephen DeSantis as Chief Financial Officer

IRVINE, Calif. /ScoopCloud/ -- Cloudvirga(TM), developer of intelligent mortgage point-of-sale (POS) platforms, has appointed Steve DeSantis as its new chief financial officer. A seasoned technology finance executive, DeSantis will be responsible for driving Cloudvirga's financial strategies to accelerate its growth. He will report to Cloudvirga's recently appointed CEO Michael Schreck.

DeSantis has more than two decades of financial management experience in the technology sector. Over the course of his career, he has raised more than $250 million, taken two companies public and sold three companies.

Most recently, DeSantis was CFO for ShiftPixy(R) (NASDAQ:PIXY), a disruptive human capital management services provider revolutionizing employment in the Gig Economy. ShiftPixy completed its initial public offering in June.

Prior to joining ShiftPixy, DeSantis was CFO for Predixion Software, a predictive analytics software company acquired by Greenwave Systems and Jvion Technologies. He has also held CFO roles for data warehouse solutions developer DATAllegro (acquired by Microsoft) and inventory management solutions providers Nexiant and TCI Solutions (acquired by Retalix).

"Steve's track record of success in growing tech companies is truly impressive. He's the ideal leader to steer Cloudvirga's financial strategy as we continue to grow rapidly," said Cloudvirga CEO Michael Schreck.

"A unique combination of mortgage expertise and technical chops enables Cloudvirga to deliver a best-in-class digital mortgage platform that three of the country's top eight lenders trust," said DeSantis. "My focus will be on mapping a financial strategy that positions Cloudvirga for continued exponential growth."

Just last week, Cloudvirga announced the addition of five top-30 lenders to its client roster. The company has raised more than $25 million in two funding rounds and has the support of both leading venture capital firms and some of the industry's largest lenders.

DeSantis is a Certified Public Accountant (CPA) and holds a bachelor's degree in business and accounting and a master's degree in business administration, both from the University of Southern California (USC) Marshall School of Business. He spent his early career as a staff auditor for Coopers & Lybrand.

About Cloudvirga(TM):

Cloudvirga's intelligent mortgage point-of-sale (POS) platforms uniquely combine a world-class borrower experience with a truly digital lender platform that radically cuts overall loan costs, increases transparency and reduces the time to close a loan. Founded by top fintech veterans with a track record of building successful mortgage technologies, Cloudvirga's initial customer roster includes eight of the top 40 non-bank mortgage originators. To date, Cloudvirga has raised over $25 million from some of the country's top lenders and venture capital firms.

For more information, visit http://www.cloudvirga.com/ or follow Cloudvirga on LinkedIn https://www.linkedin.com/company/7577062/.

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*Photo Caption: Cloudvirga has appointed Steve DeSantis as its new chief financial officer.

Cloudvirga, developer of intelligent mortgage point-of-sale (POS) platforms, has appointed Steve DeSantis as its new chief financial officer. A seasoned technology finance executive, DeSantis will be responsible for driving Cloudvirga's financial strategies to accelerate its growth. He will report to Cloudvirga's recently appointed CEO Michael Schreck.

Related link: http://www.cloudvirga.com/

OpenClose Adds New Hires to its Software Development Team

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose(R), a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced that it hired four senior developers to arm the company with additional resources to architect new products and enhance existing solutions.

Gary Meink was recruited from D+H and Mortgagebot where he spent more than eleven years working to help build out and enhance various components of the LOS and point-of-sale solutions. He has extensive industry experience working at a number of different mortgage technology firms that are integrated with the OpenClose platform.

Beau D'Amore joins OpenClose, previously working as a .NET engineer at RADIAL (formerly eBay Enterprises), a provider of omni-channel eCommerce technology and operations solutions. D'Amore holds broad experience working with leading-edge, highly contemporary technology both as a software developer and architect.

Jamal Waring also joins OpenClose, previously serving as a senior application developer at several multi-faceted organizations. Waring has a wide range of experience working with different programming languages, software engineering tools, mobile technologies and product development. In particular, he has been the lead architect and developer on numerous projects for custom built back-office systems, front-end applications, web portals, complex workflows, process automation, data analytics, reporting and more.

In addition, Christopher Price was added to the OpenClose development team, providing vast experience as a highly skilled software engineer with an emphasis in security and enterprise development. He is well-versed in SaaS and Cloud architecture and development as well as responsive front-end design. Christopher has worked on many large-scale projects involving tightening security levels and vulnerability prevention, taking the lead role in project planning and software development.

"We are pleased to welcome Gary, Beau, Jamal and Christopher to our development team and expect them to have an immediate impact on advancing our mortgage software solutions," stated Jason Regalbuto, CEO and CTO at OpenClose. "OpenClose is committed to constantly innovating, adding new features/functionality to products and expanding our overall solution suite. The addition of top-tier development talent gives us the bandwidth to continue to enhance existing products and develop new solutions, delivering increased value to our customer base."

Earlier this year OpenClose reported an unprecedented 30 percent growth rate from 2015 to 2016 and is currently on track to have another impressive year in 2017. The primary growth driver is an increasing demand for its 100 percent web-based, multi-channel LenderAssist(TM) LOS from lenders that are dissatisfied with their existing platform and poor customer support.

All four new hires will work on the LenderAssist LOS as well as other modular mortgage software solutions offered by OpenClose to mortgage bankers, credit unions, banks, conduit aggregators and other lending entities. As it continues with expansion efforts, OpenClose is also hiring integration specialists, technical support staff, enterprise sales associates and a business development executive.

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) mortgage software solutions provider that cost effectively delivers its platform on a software-as-a-service (SaaS) basis. The company provides a variety of 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, thus avoiding the problems that often accompany assembling best-of-breed applications or acquiring disparate technologies in an effort to create an end-to-end platform.

The company 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.

MEDIA CONTACT:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

OpenClose, a multi-channel loan origination system (LOS) and mortgage software solutions provider, announced that it hired four senior developers to arm the company with additional resources to architect new products and enhance existing solutions.

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

Bank of Southern California NA Announces Third Quarter 2017 Results

SAN DIEGO, Calif. /ScoopCloud/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced quarterly earnings of $1,088,043 for the third quarter of 2017, compared to $1,032,230 for the second quarter of 2017 and $642,186 for the third quarter of 2016. For the first nine months of 2017, net earnings were $2,830,295, compared to $2,106,775 for the first nine months of 2016.

Nathan Rogge, President and CEO of Bank of Southern California, commented, "Our significant improvement in earnings compared to the prior year is the result of the Bank's success in growing our loan and deposit portfolios, which is a testament to how our high quality commercial banking products and services are being received in the San Diego and Coachella Valley markets that we serve."

Total assets ended the third quarter of 2017 at $468 million, up from $434 million at June 30, 2017, and up from $418 million at September 30, 2016. Total loans increased to $388 million at September 30, 2017, compared to $354 million and $332 million at June 30, 2017, and September 30, 2016, respectively, while total deposits increased to $418 million at September 30, 2017, compared to $385 million at June 30, 2017, and $380 million at September 30, 2016.

"2017 is shaping up to be another record year for the Bank and we look forward to continuing this momentum in 2018. We have a great team of business banking professionals and their hard work is reflected in our results," concluded Rogge.

About Bank of Southern California:

A growing community bank established in 2001, Bank of Southern California, N.A., with headquarters in San Diego, CA, is locally owned and managed, and offers a range of financial products and services to individuals, professionals, and small-to-mid 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 seven branches in San Diego and the Coachella Valley in Riverside County. For more information, please visit https://www.banksocal.com/ or call (858) 847-4780.

Forward-Looking Statements:

This news release may contain comments or information that constitute forward-looking statements (within the meaning of the Private Securities Litigation Reform Act of 1995) and Bank of Southern California intends for such forward-looking statements to be covered by the safe harbor provisions of that Act.

Forward-looking statements can be identified by the fact that they do not relate strictly to historical or current facts. They often include the words "believe," "expect," "anticipate," "intend," "plan," "estimate," or words of similar meaning, or future or conditional verbs such as "will," "would," "should," "could," or "may." Forward-looking statements are not guarantees of future performance, nor should they be relied upon as representing management's views as of any subsequent date. Future events are difficult to predict. Forward-looking statements involve significant risks and uncertainties and actual results may differ materially from those presented, either expressed or implied, in this news release. Factors that might cause such differences include, but are not limited to: the ability of the Bank to successfully execute its business plan; changes in interest rates and interest rate relationships; changes in demand for products and services; the degree of competition by traditional and non-traditional competitors; changes in banking legislation or regulation; changes in tax laws; changes in prices, levies and assessments; the impact of technological advances; the outcomes of contingencies; trends in customer behavior as well as their ability to repay loans; and changes in the national and local economy.

Bank of Southern California undertakes no obligation to update or clarify forward-looking statements, whether as a result of new information, future events or otherwise.

Media Contact:
Tony DiVita
Bank of Southern California
(858) 847-4783
tdivita@banksocal.com

Quarterly Financial Highlights Table:
For more details about our quarterly results, please visit the "About Us" / "Financials" page of our website and follow the link labeled: Quarterly Results and Trends - https://www.banksocal.com/about-us/financials/

Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced quarterly earnings of $1,088,043 for the third quarter of 2017, compared to $1,032,230 for the second quarter of 2017 and $642,186 for the third quarter of 2016. For the first nine months of 2017, net earnings were $2,830,295, compared to $2,106,775 for the first nine months of 2016.

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

Five Top-30 Lenders Choose Cloudvirga’s Digital Mortgage Platform in Last 100 Days

IRVINE, Calif. /ScoopCloud/ -- Cloudvirga(TM), developer of intelligent mortgage point-of-sale (POS) platforms, has signed five of the nation's top 30 non-bank lenders in the last 100 days. The new customers collectively originate over $100 billion in loans annually. The announcement follows the firm's addition of Michael Schreck as CEO in June and the completion of a $15 million Series B funding round led by Blackstone Group portfolio company Incenter in March.

"We are experiencing tremendous momentum as the industry's leading lenders come to know Cloudvirga and experience for themselves the power of a digital mortgage platform that attacks back-office costs," said Cloudvirga co-founder and COO Kyle Kamrooz.

"Our clients range from classic retail mortgage companies to lenders focused on direct-to-consumer loans and include some of the country's biggest originators of government loans and other specialty products," added Kamrooz. "What these diverse lenders have in common is a desire to work with a digital platform like Cloudvirga that delivers proven, scalable savings."

For American Financial Network (AFN), the decision to deploy Cloudvirga's technology boiled down to the company's desire to provide a frictionless home-buying experience for not only its tens of thousands of customers, but also for its 750 loan officers.

"We surveyed the digital platforms available in the marketplace and found Cloudvirga to be the leader in truly tackling the problems of mortgage cost and back-end inefficiency while still providing a terrific consumer experience," said John Sherman, president of AFN.

Cloudvirga re-engineers and automates the mortgage workflow to give consumers control over the loan application process and accelerate the mortgage sales funnel for loan officers. The company's digital mortgage technology delivers underwriter-ready loan applications with unmatched speed and quality, resulting in massively reduced costs to produce.

About Cloudvirga(TM):

Cloudvirga's intelligent mortgage point-of-sale (POS) platforms uniquely combine a world-class borrower experience with a truly digital lender platform that radically cuts overall loan costs, increases transparency and reduces the time to close a loan. Founded by top fintech veterans with a track record of building successful mortgage technologies, Cloudvirga's initial customer roster includes eight of the top 40 non-bank mortgage originators. To date, Cloudvirga has raised over $25 million from some of the country's top lenders and venture capital firms.

For more information, visit http://www.cloudvirga.com or follow cloudvirga on LinkedIn.

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Cloudvirga, developer of intelligent mortgage point-of-sale (POS) platforms, has signed five of the nation's top 30 non-bank lenders in the last 100 days. The new customers collectively originate over $100 billion in loans annually. The announcement follows the firm's addition of Michael Schreck as CEO in June and the completion of a $15 million Series B funding round led by Blackstone Group portfolio company Incenter in March.

Related link: http://www.cloudvirga.com/

‘The Property Man’ Bob Massi to Speak on HECM for Purchase Loan Program During Special Session at ReverseVision UserCon 2018

SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced that legal analyst and cable news mainstay Bob "The Property Man" Massi will address attendees of RV UserCon 2018 in a session focused on the HECM for Purchase loan program.

Massi's presentation, part of ReverseVision's third annual user conference held February 6-8 at the Kona Kai Resort and Spa in San Diego, will provide attendees with a brief overview of the often-misunderstood HECM for Purchase loan program and deliver guidance on how to market this unique product to the qualified borrowers who stand to benefit from it. Following his opening address, Massi will moderate a panel discussion in which seasoned HECM for Purchase originators will share their personal experiences, success stories and actionable tips for building a successful HECM for Purchase business.

HECM for Purchase is an FHA-insured program through which qualified borrowers can use the equity from the sale of a previous residence to buy their next primary home and take out a HECM loan with no required monthly principal-and-interest payment.

"Over the course of three seasons hosting 'The Property Man' on Fox Business Network, I've had the opportunity to interview dozens of mortgage experts and homeowners about their experiences - both good and bad - with reverse mortgages," said Massi. "Today's HECM for Purchase is a revolutionary loan program that is altogether different from reverse mortgages of the past. I look forward to sharing my unique perspective on why this loan product should be available to more people and how to go about getting the word out."

"Millions of consumers around the country trust Bob Massi for his expert analysis of legal issues, housing trends, political issues and more. Mr. Massi has been delivering on-the-ground coverage of real estate news since the days of the financial crisis, and we couldn't be more pleased to enhance our conference programming with his unique perspective on the HECM for Purchase program," said ReverseVision Vice President of Sales and Marketing Wendy Peel.

A high-profile legal analyst with more than three decades of courtroom experience and 20 years in cable news, Massi's weekly television show "The Property Man" (Fridays at 8:30 pm ET on Fox Business Network) provides viewers with invaluable insight and expertise on the trends of a constantly shifting real estate market. Massi also appears on the "Fox & Friends" morning news show every Thursday covering real-time legal and real estate issues and hosts the weekly "Inside the Law" segment on KVVU-TV in Las Vegas. He is the author of "People Get Screwed All the Time: Protecting Yourself from Scams, Fraud, Identity Theft, Fine Print and More" and runs his own law firm, Massi & Massi, in Nevada.

Early-bird registration:

Early-bird registration for RV UserCon 2018 ends November 15. To apply for corporate sponsorship or speaking opportunities, contact: connect@reversevision.com.

About ReverseVision:

ReverseVision, Inc. is the leading provider of technology and training for Home Equity Conversion Mortgage (HECM) origination. With nearly 10,000 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 2017 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/.

ReverseVision, Inc., the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced that legal analyst and cable news mainstay Bob "The Property Man" Massi will address attendees of RV UserCon 2018 in a session focused on the HECM for Purchase loan program.

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

NIF Group, Inc. Acquires Agency Intermediaries, Inc.

MANHASSET, N.Y. /ScoopCloud/ -- NIF Group, Inc., a leading wholesale broker, program administrator and managing general agency and their parent company, JenCap Holdings LLC announces that they have agreed to acquire privately held Agency Intermediaries, Inc. and A.I.I. Insurance Brokerage of Mass., Inc. (A.I.I.). Both affiliated entities serve as MGA/contract binding authorities and wholesale insurance brokerages, respectively located in Guilford, Connecticut and East Douglas, Massachusetts.

Agency Intermediaries, Inc. was formed in 1980 by Ray Connors, Sr. and Manja Connors. Erina Connors joined in 1983, focusing on the brokerage of excess & surplus Lines. Since 1998, A.I.I. has been led by Erina Connors and Julie Sonier. Agency Intermediaries, Inc. and A.I.I. Insurance Brokerage of Mass., Inc. serve independent agents in Connecticut and Massachusetts in placing excess/specialty lines business.

NIF Group, Inc. is one of the country's leading professional insurance organizations. Serving the independent agent community as a national program administrator, regional general agent, surplus lines broker and specialty insurance Intermediary, with offices located on the east and west coasts of the U.S. NIF has been serving agents & brokers since 1976; they were successfully acquired by JenCap Holdings in December of 2016.

Mark P. Maher, President of NIF Group, Inc. stated that "The Connors and Sonier families have built an exceptional brokerage firm in the same manner in which NIF was forged. A.I.I.'s long standing commitment to their clients, carriers, exceptional service and industry expertise perfectly align with our existing branches and strategic plans for growth in the Northeast."

Erina Connors, President of A.I.I. noted "NIF is a great fit for us, our people are joining a well-respected firm with plans of growth and opportunity in the future."

Through the acquisition of A.I.I., NIF now expands their footprint in the northeast with locations in Framingham, Massachusetts, East Douglas, Massachusetts, Guilford, Connecticut, and Warwick, Rhode Island.

JenCap Holdings (JCH) was formed in March 2016 by The Carlyle Group (NASDAQ:CG) and JCH management to consolidate specialty insurance distribution businesses, including managing general agents, specialty program managers transactional wholesale brokers and captive managers.

The acquisition of Agency Intermediaries, Inc. (A.I.I.) is the sixth such transaction by JCH, which is headquartered in New York, N.Y.

Learn more about NIF Group, Inc., a JenCap Holdings Company, at: http://www.nifgroup.com/

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NIF Group, Inc., a leading wholesale broker, program administrator and managing general agency and their parent company, JenCap Holdings LLC announces that they have agreed to acquire privately held Agency Intermediaries, Inc. and A.I.I. Insurance Brokerage of Mass., Inc. (A.I.I.). Both affiliated entities serve as MGA/contract binding authorities and wholesale insurance brokerages, respectively located in Guilford, Connecticut and East Douglas, Massachusetts.

Related link: http://www.nifgroup.com/

ReverseVision Announces STRATMOR Group’s Jim Cameron as UserCon 2018 Day One Special Session Guest Speaker

SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced that STRATMOR Group Senior Partner Jim Cameron will be the Day 1 Special Session guest speaker for its third annual user conference. The ReverseVision UserCon 2018 will be held February 6-8, 2018, at the Kona Kai Resort and Spa on San Diego's Shelter Island.

A STRATMOR Group senior partner since 1999, Cameron has been engaged in the mortgage industry for over three decades. Serving more than 250 companies, STRATMOR Group is a mortgage industry advisory firm delivering data-driven consultative services for lender CEOs and senior executives on growth and profitability improvements, risk reduction or positioning for acquisition or sale.

Cameron's presentation at UserCon 2018 will explore the HECM as an element of a Generational Lending(TM) strategy, including actionable data and insights to guide mortgage lenders in the formulation of business strategies and operational best practices for a successful HECM lending unit.

"Lenders that want to commence or improve their performance in HECM lending will gain valuable insights from data related to the product's regulatory repositioning, volume and demand, productivity, profitability and marketing," said Jim Cameron. "Data-driven mortgage lending consulting is what we do at STRATMOR Group, so I am eager to interact with ReverseVision customers and other businesses that are interested in learning more about the opportunities presented by reverse mortgage lending."

UserCon 2018 will deliver three days of educational programming, evidence-based sales training, software demonstrations, networking and vendor exhibits designed for users of ReverseVision technology who are new to the Home Equity Conversion Mortgage (HECM) industry, as well as practiced HECM loan originators and operations personnel:
* The conference will commence on Tuesday, February 6, with the premiere of ReverseVision's Generational Lending(TM) session, an interative introduction to HECM lending designed for industry newcomers. A cocktail welcome reception for all attendees will follow at 6 p.m.
* Wednesday's programming will include expert-led sessions for loan originators, in-depth learning opportunities with ReverseVision's technology and wholesale partners and special session address by STRATMOR Group's Jim Cameron. The evening will close with an island-themed networking party featuring food, drinks and entertainment.
* Thursday's sessions will equip HECM lenders with the tactics they need to succeed - and even gain competitive edge - in the midst of widescale industry changes.

"We are honored to have Jim Cameron as a special session speaker since UserCon 2018 is primarily about delivering unique, worthwhile and practical guidance for lenders that want to create highly-efficient and productive HECM operations by leveraging a Generational Lending business strategy coupled with ReverseVision product solutions," said ReverseVision Vice President of Sales and Marketing Wendy Peel. "STRATMOR Group has a reputation for getting to the heart of the matter with relevant data and innovative insights, which will benefit UserCon 2018 attendees in optimizing their investment in ReverseVision technology."

ReverseVision's flagship loan origination system (LOS), RV Exchange (RVX), is used by each of the top-ten HECM lenders. In addition to RVX, the company offers customized client services through RV Pro Services (RVPS); proprietary data insights and web-based sales and marketing tools through RV Sales Accelerator (RVSA); and live and online training courses through RV University (RVU).

Early-bird registration at https://www.reversevision.com/usercon2018 is available through November 15. For corporate sponsorship or speaking opportunities, contact connect@reversevision.com.

About ReverseVision:

ReverseVision, Inc. is the leading provider of technology and training for Home Equity Conversion Mortgage (HECM) origination. With nearly 10,000 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 2017 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/.

ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced that STRATMOR Group Senior Partner Jim Cameron will be the Day 1 Special Session guest speaker for its third annual user conference. The ReverseVision UserCon 2018 will be held February 6-8, 2018, at the Kona Kai Resort and Spa on San Diego's Shelter Island.

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

Mid America Mortgage to Purchase Assets from Two Oklahoma Lenders

ADDISON, Texas /ScoopCloud/ -- Mid America Mortgage, Inc. (Mid America) announced it has signed a letter of intent to purchase the assets of Oklahoma City-based American Southwest Mortgage Corp. and an affiliated firm, American Southwest Mortgage Funding Corp. As part of the agreement, Mid America will incorporate American Southwest's operations into Mid America's mortgage platform and secure an interest in their respective pipelines and select assets. Further, Mid America will also offer employment to loan production staff members from each organization.

Pending a signed agreement, the transfer of operations and assets should be completed by December 1. Financial terms of the proposed agreement have not been disclosed.

"Mid America's commitment to delivering a faster, more efficient mortgage process via technology has put us in a unique position to partner with firms like American Southwest to revitalize and streamline their operations, which ultimately provides their customers with better service," said Mid America Owner and CEO Jeff Bode. "As we make this transition, we do so with an eye toward minimizing disruption to American Southwest's existing customers while also migrating its pipeline to our fully digitized origination and closing process."

As part of the agreement, American Southwest will transition the pipelines of both entities to the Mortgage Machine platform, Mid America's proprietary loan origination system (LOS), and begin executing eClosings and eNotes. Further, American Southwest's retail channels will have immediate access to Mid America's digital mortgage approval and closing platform Click n' Close, allowing them to take advantage of the faster turn times and lower costs Click n' Close provides. Third-party channel access to Click n' Close will be made available at a later date. Click n' Close was recently announced as the Official Mortgage Provider of NASCAR(r).

"Joining forces with a progressive, highly reputable lender like Mid America presents a unique opportunity to unite two organizations with similar views on the need to combine superior customer service with user-friendly technology," said Richard Carrington, president of American Southwest. "Furthermore, Mid America will able to leverage our footprint in markets not currently serviced by Mid America to expand its outreach to a new and diverse customer base that clearly compliments the launch of Click n' Close."

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, the Official Mortgage Provider of NASCAR(r), is Mid America's ultra-secure, digital mortgage approval and closing process that delivers an eight-minute application process, getting 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.midamericacareer.com/.

Twitter: @midamericamtge

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Mid America Mortgage, Inc. announced it has signed a letter of intent to purchase the assets of Oklahoma City-based American Southwest Mortgage Corp. and an affiliated firm, American Southwest Mortgage Funding Corp. As part of the agreement, Mid America will incorporate American Southwest's operations into Mid America's mortgage platform and secure an interest in their respective pipelines and select assets. Further, Mid America will also offer employment to loan production staff members from each organization.

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

Mortgage Capital Trading Announces Complimentary Webinar Addressing Changes to FINRA’s Market to Market Rule

SAN DIEGO, Calif. /ScoopCloud/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it will be holding a complimentary educational webinar discussing many important changes to the Financial Industry Regulatory Authority (FINRA) Mark to Market Rule. The webinar, hosted by the Community Mortgage Lenders of America (CMLA), will guide lenders through all of the mandated rule changes in advance of the required implementation date of June 25, 2018. Lenders will leave the webinar with a good understanding of the rule details, how it will affect their businesses, and how to prepare for it.

According to FINRA Regulatory Notice 16-31, amendments to Rule 4210 will change margin requirements for Covered Agency Transactions, including the TBA transactions central to MCT pipeline hedging strategies. FINRA members will be required to collect daily MTM margin from all counterparties on these transactions. However, the margin is not required to be collected or charged to net capital if the aggregate required but uncollected MTM loss does not exceed $250,000.

Topic: What the FINRA Mark to Market Rule Means for You
Speaker: Phil Rasori, Chief Operating Officer at Mortgage Capital Trading, Inc. (MCT)
Organizer: Glen Corso, Executive Director at Community Mortgage Lenders of America (CMLA)
Date: Thurs., Nov. 16, 2017
Time: 2 p.m. EST/11 a.m. PST.

Webinar Overview:
Starting June 25, 2018 if a lender's net mark to market position on covered agency transactions is more than negative $250,000 on a daily basis, their FINRA registered broker dealer will be required to collect the amount that exceeds $250,000. This change is a result of a rules change by the FINRA, which regulates most broker-dealers in the U.S.

This webinar, featuring Phil Rasori, COO of Mortgage Capital Trading, Inc. (MCT), will inform lenders what they need to know about this rule change, what it will mean for their company and what they can do to minimize any negative impact due to the rule change.

Register for this complimentary webinar to learn what this change will mean for you and your business moving forward. https://www.eventbrite.com/e/complimentary-webinar-finra-mark-to-market-rule-tickets-39099150612

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, 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 capital markets experts and senior traders who continue to provide the boutique-style hands-on engagement clients love. For more information, visit https://mct-trading.com/ or call (619) 543-5111.

MEDIA CONTACT:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that it will be holding a complimentary educational webinar discussing many important changes to the Financial Industry Regulatory Authority (FINRA) Mark to Market Rule. The webinar, hosted by the Community Mortgage Lenders of America (CMLA), will guide lenders through all of the mandated rule changes in advance of the required implementation date of June 25, 2018.

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

The Mortgage Collaborative Announces Addition of FirstBank Mortgage as the First Reverse Lender to Their Preferred Partner Network

SAN DIEGO, Calif. /ScoopCloud/ -- The Mortgage Collaborative, the nation's only independent mortgage cooperative, announced a new partnership with reverse mortgage lender FirstBank Mortgage. The new relationship with FirstBank Mortgage's Senior Lending Division, adds the first lender specializing in reverse mortgage lending to The Mortgage Collaborative's preferred partner network.

"FirstBank has a fantastic track record in this unique lending arena. I am confident their high level of customer service and common-sense underwriting will benefit Mortgage Collaborative members," said Rich Swerbinsky, Chief Operating Officer for The Mortgage Collaborative. "FirstBank was one of The Collaborative's first members. Adding their Senior Lending Division to our preferred partner network is a natural fit."

FirstBank's Senior Lending Division maintains a national full-service reverse mortgage fulfillment platform.

"Our Leadership team is excited about the newly formed partnership with The Mortgage Collaborative," said Rob Henger, SVP Director of Mortgage Banking for FirstBank. "I am very confident that our Reverse Mortgage Department will become a trusted advocate for any Collaborative member that wants high-touch assistance in reverse mortgage third party origination."

The Mortgage Collaborative network is more than 120 lenders strong, with an aggregate annual origination volume of over $200 billion. The Mortgage Collaborative is rewriting the playbook on the cooperative model and their network caters to lenders of all sizes, with a strong mix of independent mortgage brokers and community banks and depositories.

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, improved compliance, and 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/.

About FirstBank:

FirstBank is an FDIC-insured bank and the third largest Tennessee bank, with 75 locations across the southeast. Headquartered in Nashville, Tenn., FirstBank serves every major market in the state and clients across the United States. With assets totaling more than $4.5 billion, FirstBank is in the top 5 percent of all U.S. banks based on assets. Since our beginning in 1906, community banking has remained our philosophy and business model as we strive to improve the quality of life for those we serve. FirstBank Mortgage strives to help everyone "Get to a Better Place".

FB Financial Corporation (NYSE:FBK) is the holding company for FirstBank.

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

The Mortgage Collaborative, the nation's only independent mortgage cooperative, announced a new partnership with reverse mortgage lender FirstBank Mortgage. The new relationship with FirstBank Mortgage's Senior Lending Division, adds the first lender specializing in reverse mortgage lending to The Mortgage Collaborative's preferred partner network. FB Financial Corporation (NYSE:FBK) is the holding company for FirstBank.

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

Guaranteed Rate Selects ARMCO’s ACES Audit Technology™

POMPANO BEACH, Fla. /ScoopCloud/ -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, has announced that Guaranteed Rate, one of the largest retail mortgage lenders in the nation, has selected the company's award-winning quality control and compliance software, ACES Audit Technology, for its quality control processes.

Headquartered in Chicago, Guaranteed Rate has approximately 200 offices across the U.S. and Washington, D.C., and is licensed in all 50 states. Since its founding in 2000, Guaranteed Rate has helped hundreds of thousands of homeowners with home purchase loans and refinances and funded nearly $23 billion in loans in 2016 alone. The company has become the Home Purchase Experts(R) by introducing the world's first Digital Mortgage technology and offering low rate, low fee mortgages through an easy-to-understand process and unparalleled customer service. Guaranteed Rate won an American Business Award for its Digital Mortgage technology in 2016, ranked No. 1 in Scotsman Guide's Top Mortgage Lenders 2016, was chosen Top Lender 2016 and 2017 by Chicago Agent magazine and made the Chicago Tribune's Top Workplaces list six of the past seven years.

Nikolaos Athanasiou, Guaranteed Rate's Chief Operating Officer stated, "We are continually looking for cutting-edge technology platforms that further enhance the company's operations. ACES is a state-of-the-art solution and we are happy to have the ARMCO platform up and running with our risk prevention teams."

"Innovative companies like Guaranteed Rate know that a strong QC platform is a key component to growth and longevity," said Phil McCall, president of ARMCO. "They know that QC isn't limited to a reactive approach and they can proactively use QC data -- like data that's easily available in ACES -- to protect their profits and elevate their businesses. We're looking forward to supporting Guaranteed Rate as they continue to expand their reach and grow their market share."

About ARMCO:

ARMCO - ACES Risk Management delivers web-based audit technology solutions, as well as powerful data and analytics, to the nation's top mortgage lenders, servicers, investors and outsourcing professionals. A trusted partner devoted to client relationships, ARMCO offers best-in-class quality control and compliance software that provides U.S. banks, mortgage companies and service providers the technology and data needed to support loan integrity, meet regulatory requirements, reduce risk and drive positive business decisions. ARMCO's flagship product, ACES Audit Technology(TM), is available at any point in the mortgage loan lifecycle, to any size lender, and is user-definable. ACES standardizes audit requirements, ties pre-funding reviews to post-closing quality control audits, enables seamless trend analysis, identifies credit, compliance and process deficiencies and helps create manageable action plans.

For more information, visit http://www.armco.us/ or call 1-800-858-1598.

ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, has announced that Guaranteed Rate, one of the largest retail mortgage lenders in the nation, has selected the company's award-winning quality control and compliance software, ACES Audit Technology, for its quality control processes.

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

Matic Insurance Services Raises $7 Million in Series A Round Backed by Top Lender, Insurance Carriers and VC Firms

SHERMAN OAKS, Calif. /ScoopCloud/ -- Matic Insurance Services (Matic), a digital insurance agency whose technology enables borrowers to purchase homeowner's insurance during the mortgage transaction, announced today it has raised $7 million in a Series A funding round. Investors participating in the round include Mr. Cooper, one of the nation's top 20 mortgage originators and the fourth-largest home loan servicer in the country; Nationwide, one of the world's largest insurance and financial services companies; National General Insurance, one of the largest automobile insurers in the United States; and Anthemis and ManchesterStory Group, venture capital firms focused on fintech and insurtech, respectively.

"Simplifying homeowner's insurance and bringing policy selection into the home-buying process is a no-brainer - in fact, people often ask us why it's never been done before," said Matic Co-founder and CEO Aaron Schiff. "Matic brings to the table an outstanding technical team, a deep understanding of the mortgage business and unprecedented partnerships with insurance carriers, mortgage lenders and mortgage servicers, some of whom are also our financial supporters. This new funding will support us as we double our team and scale the business to serve our customers in all verticals."

"Mr. Cooper is pleased to be working with Matic to give our customers access to its innovative digital home insurance platform," said Tony Ebers, executive vice president of originations for Mr. Cooper. "Our investment in Matic will help us provide our customers a modern, easy-to-use shopping experience that could save them money on homeowner's insurance and make their homeownership journey more rewarding."

Matic has steadily grown since 2016 to become the market leader in lender and servicer distribution of homeowner's insurance. In the last 12 months, leading U.S. mortgage lenders including Freedom Mortgage and Mr. Cooper have come to rely on Matic for their homeowner's insurance needs. Matic has also forged partnerships with more than 12 of nation's top-rated insurance carriers, including such household names as Nationwide, Progressive, National General Insurance and Safeco, and announced integrations with such leading mortgage loan origination (LOS) and point-of-sale (POS) systems as LendingQB, PCLender, BeSmartee, Maxwell and Roostify.

A licensed insurance agent in all 50 states, Matic has delivered more than 300,000 quotes to the customers of some of the nation's largest mortgage lenders and servicers. Thanks to Matic, these companies can close loans faster, reduce origination costs and improve the borrower experience by dramatically simplifying the often-confusing homeowner's insurance process.

In September 2017, Matic was one of just 22 companies selected to compete in TechCrunch's Startup Battlefield, the world's pre-eminent startup competition. Matic went on to advance to the final round of the competition with just five other startups.

Largely financed by private funding, Matic previously raised $2.3 million in seed funding led by Anthem Venture Partners, a VC firm that primarily invests in early-stage technology companies, and Freedom Mortgage, one of the nation's largest non-bank mortgage lenders.

About Matic Insurance Services:

Matic Insurance Services (Matic) is a technology-driven insurance agency focused on helping lenders and loan officers better integrate homeowner's insurance into the lending process. By using loan application information and first-of-its-kind technology, Matic provides homebuyers multiple policy options within seconds, helping loan officers close their loans faster. Matic delivers the most trusted, affordable insurance policies available thanks to its partnerships with a diverse network of insurance carriers. Today's borrowers expect a digital home-buying experience, and Matic gives them the digital insurance experience to match.

For more information, visit https://maticinsurance.com.

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Matic Insurance Services (Matic), a digital insurance agency whose technology enables borrowers to purchase homeowner's insurance during the mortgage transaction, announced today it has raised $7 million in a Series A funding round. Investors participating in the round include Mr. Cooper, one of the nation's top 20 mortgage originators and the fourth-largest home loan servicer in the country

Related link: https://maticinsurance.com/

Mortgage Capital Trading Integrates its MCTlive! Secondary Marketing Software with Fannie Mae’s Pricing & Execution – Whole Loan Application

SAN DIEGO, Calif. /ScoopCloud/ -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced the release of new online functionality that automates the process of product selection and delivery of loan commitments directly to Fannie Mae for MCT's lender clients. The new solution, which was developed as part of MCT's ongoing technology collaboration with Fannie Mae, is called Rapid Commit(TM) and resides within MCT's award-winning secondary marketing platform, MCTlive!(TM).

Fannie Mae's Pricing & Execution - Whole Loan(R) (PE - Whole Loan) application is the industry-leading whole loan committing platform, providing ease of use, flexibility and certainty for sellers. Rapid Commit functionality retrieves pricing directly into MCTlive!, which in turn speeds up the committing process, ensures data integrity, and optimizes best execution for all commitments.

"We developed Rapid Commit to make our customers' entire loan commitment process with Fannie Mae more efficient, providing automated, highly accurate best execution analysis that is instant and robust," stated Phil Rasori, COO of MCT. "Working within MCTlive!, users leverage Rapid Commit to run initial best execution and determine that the loan meets Fannie Mae selling guidelines, followed by product-specific best execution that intelligently analyzes the optimal subset sizes and products to deliver as individual commitments."

Last year MCT announced an exciting new integration with Fannie Mae's technology that delivered real-time pricing from MCTlive! for the benefit of mutual lender clients. Rapid Commit further strengthens MCT's collaboration with Fannie Mae and advances the integration of their complementary technologies.

Mr. Rasori added, "Rapid Commit enables a Fannie Mae specific best execution within MCT's overall robust best execution process via a bi-directional exchange of real-time data that is completely automated between MCTlive! and Fannie's Pricing & Execution - Whole Loan(R) web-based application. Previously, this analysis was a manual, laborious process but it is now completely automated - all with the simple click of a button. We look forward to working closely with Fannie Mae on business and technology initiatives."

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, 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 capital markets experts and senior traders who continue to provide the boutique-style hands-on engagement clients love. For more information, visit https://mct-trading.com/ or call (619) 543-5111.

MEDIA CONTACT:
Joe Bowerbank
Profundity Communications, Inc.
949-378-9685
jbowerbank@profunditymarketing.com

Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced the release of new online functionality that automates the process of product selection and delivery of loan commitments directly to Fannie Mae for MCT's lender clients. The new solution, which was developed as part of MCT's ongoing technology collaboration with Fannie Mae, is called Rapid Commit(TM) and resides within MCT's award-winning secondary marketing platform, MCTlive!(TM).

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

Mortgage Bankers Association (MBA) Honors Altavera Mortgage Services with Residential Leadership Award for Diversity and Inclusion

DENVER, Colo. /ScoopCloud/ -- Altavera Mortgage Services (Altavera), a Computershare company and leading provider of outsourced residential mortgage origination services, today announced that the Mortgage Bankers Association (MBA) has honored Altavera with its Residential Leadership Award for Organizational Diversity and Inclusion.

Altavera was recognized for the design and implementation of its Diversity + Inclusion + Advancement + Leadership (DIAL) program, which proactively cultivates leadership opportunities for women, LGBTQ individuals and ethnic/racial minorities and works to remove traditional barriers to their advancement.

"Diversity has been a bedrock Altavera value since our founding," said Altavera President and Founder Brian Simons, who accepted the award on the company's behalf during the opening ceremony of the MBA's Annual Convention and Expo in Denver. "As someone who firmly believes diverse organizations are fundamentally better organizations, this recognition is gratifying both personally and professionally - and accepting it in our hometown of Denver is especially rewarding."

"These award winners reflect the tangible progress our industry is making on diversity and inclusion," said Dave Motley, CMB, MBA Chairman and outgoing Chairman of MBA's Diversity and Inclusion Committee. "But we have a long way to go. The goal of these awards is to celebrate the best initiatives so that they are models for continued progress."

"In only our second year of existence, we were once again inundated with quality submissions and pleased with the numerous initiatives and programs our members have created," Motley added.

The MBA's Residential Leadership Award for Organizational Diversity and Inclusion celebrates and recognizes MBA member companies for their work and dedication in supporting diversity and inclusion as it pertains to hiring, lending and outreach. The program's intent is that these efforts will contribute to the formation of a mortgage banking industry that better reflects and understands its customers.

To learn more about the MBA's Diversity and Inclusion efforts, please visit https://mba.org/diversity. The MBA's Summit on Diversity and Inclusion will be held in Washington, D.C., this December 4-5, 2017.

About Altavera:
Altavera is a leading provider of outsourced residential mortgage origination and due diligence review services. Its SAFE Act-compliant staff of seasoned, U.S.-based fulfillment specialists helps clients streamline operations, minimize costs and achieve faster cycle times for greater customer satisfaction and profitability. Altavera's fully customizable closed-loan file review services enable investors and aggregators to reduce risk and make better-informed decisions. Based in Denver, Colorado, Altavera is a Computershare company.

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

About Computershare Loan Services:
Computershare Loan Services (CLS) is a leading international third party mortgage services provider. We currently service over $100 billion of loans globally and support hundreds of thousands of customers throughout the lifecycle of their loans. We provide a variety of services including credit risk solutions, secondary market services, property solutions and third-party servicing. We also operate a mortgage cooperative that gives middle market lenders increased buying power, and we help mortgage lenders and investors optimize the performance of their portfolios. Our expertise, experience and understanding of the regulatory environment, credit and complex financial data help us provide insight and cost-effective services to mortgage originators, investors and real estate professionals. CLS is part of the Computershare group of companies.

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

About the Mortgage Bankers Association:
The Mortgage Bankers Association (MBA) is the national association representing the real estate finance industry, an industry that employs more than 280,000 people in virtually every community in the country. Headquartered in Washington, D.C., the association works to ensure the continued strength of the nation's residential and commercial real estate markets; to expand homeownership and extend access to affordable housing to all Americans. MBA promotes fair and ethical lending practices and fosters professional excellence among real estate finance employees through a wide range of educational programs and a variety of publications. Its membership of over 2,200 companies includes all elements of real estate finance: mortgage companies, mortgage brokers, commercial banks, thrifts, REITs, Wall Street conduits, life insurance companies and others in the mortgage lending field.

For additional information, visit MBA's website at https://www.mba.org.

Altavera Mortgage Services (Altavera), a Computershare company and leading provider of outsourced residential mortgage origination services, today announced that the Mortgage Bankers Association (MBA) has honored Altavera with its Residential Leadership Award for Organizational Diversity and Inclusion.

Related link: http://altavera.com/

SimpleNexus Adds AccountChek Asset, Employment and Income Verification from FormFree to Its Mobile Mortgage App

ATHENS, Ga. /ScoopCloud/ -- FormFree(R) today announced it has entered a partnership with SimpleNexus, a leader in bringing the home mortgage process to mobile devices. The integration of the two companies' technologies will make FormFree's AccountChek(R) automated verification service for asset, employment and income a seamless part of the loan application experience for borrowers applying for a loan using SimpleNexus' mobile technology.

"Teaming up with SimpleNexus lets us put AccountChek into the hands of borrowers earlier in the loan application. Whether the borrower or the loan officer initiates the verification of assets, employment and income, FormFree makes this new approach to sharing information feel natural and effortless," said FormFree Founder and CEO Brent Chandler.

FormFree was the first asset verification provider approved for participation in Fannie Mae's Day 1 Certainty(TM) initiative, which gives lenders who use the Desktop Underwriter(R) (DU(R)) Validation Service reps and warrants relief for validated loan components while delivering a faster and simplified borrower experience. FormFree is also a key participant in Fannie Mae's ongoing Single Source Validation pilot, which could allow mortgage lenders to validate borrower income, asset and employment data through a single report as early as 2018.

"With this integration, borrowers can easily validate their assets, employment and income from within the same secure, familiar mobile environment they'll use for the entire loan process," said SimpleNexus CEO Matt Hansen. "For mortgage lenders, the value is twofold: we're bringing FormFree's best-in-class asset verification into a branded location their borrowers trust, and we're making it easier for lenders to tap into the many benefits of Fannie Mae's Day 1 Certainty initiative."

SimpleNexus provides private-label mobile apps that connect mortgage lenders with borrowers and real estate agents, allowing all parties to easily exchange data and documents throughout the lifecycle of a mortgage loan.

About FormFree(R):
FormFree is a fintech company whose market-leading AccountChek(R), reports are used by hundreds of lenders nationwide to verify borrower assets, employment and income in minutes. With FormFree, lenders can delight customers with a paperless experience and reduce origination timelines by up to 20 days. FormFree offers automated analysis and standardized delivery to lenders and their investors using a secure ReIssueKey(TM). To date, AccountChek has securely placed more than one million asset reports for over 1,000 U.S. lenders. A HousingWire TECH100(TM) company for four consecutive years, FormFree is based in Athens, Georgia. For more information, visit https://formfree.com or follow FormFree on LinkedIn.

About SimpleNexus:
SimpleNexus is a leading provider of fully customized mobile solutions that bridge the gap between mortgage loan originators, real estate professionals and borrowers. SimpleNexus is the only mobile technology provider in the industry to incorporate a SOC-2 compliant mobile scanner for secure, paperless document sharing and provides its state-of-the-art mobile technology to a wide array of mortgage corporations and branches as well as individual loan officers. Today, SimpleNexus serves more than 150 enterprise mortgage companies and more than 12,000 loan officers nationwide. To learn more, visit https://simplenexus.com.

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*LOGO: Send2Press.com/300dpi/17-1106s2p-simple-nexus-300dpi.jpg

FormFree today announced it has entered a partnership with SimpleNexus, a leader in bringing the home mortgage process to mobile devices. The integration of the two companies' technologies will make FormFree's AccountChek automated verification service for asset, employment and income a seamless part of the loan application experience for borrowers applying for a loan using SimpleNexus' mobile technology.

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

ReverseVision Partners with Premier Reverse Closings (PRC) to Streamline Title Ordering for Home-Equity Conversion Mortgages

SAN DIEGO, Calif. /ScoopCloud/ -- ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, has forged a partnership with Premier Reverse Closings (PRC), a title and settlement firm specializing in reverse mortgage closings. A new integration between the companies' software allows users of ReverseVision's flagship RV Exchange (RVX) loan origination system (LOS) to order title services from PRC without ever leaving the RVX system.

RVX is a centralized exchange that allows all participants in the lifecycle of a HECM to log in to a single system to share documents and information for each part of the loan process. By connecting point-of-sale, processing, underwriting, funding, post-closing and secondary marketing under one roof, RVX reduces document errors, heightens information security and shortens fulfillment times.

Rocklin, California-based PRC is the leading national title and settlement company to specialize in reverse mortgages. PRC specialists have closed more than 175,000 transactions - most of them HUD-insured HECMs - since its founding more than nine years ago.

"Through our partnership with PRC, RVX users can now easily and efficiently request specialized title services from the nation's leading expert in reverse mortgage closings," said ReverseVision Vice President of Sales and Marketing Wendy Peel. "We look forward to a long a fruitful partnership with PRC that will generate even more solutions for optimizing the HECM lending process."

"As leaders of our respective corners of the industry, Premier Reverse Closings and ReverseVision share a commitment to excellence in serving both reverse mortgage professionals and borrowers," said Heather Moulden, senior vice president of sales for PRC. "By integrating with PRC, RVX has given its customers access to a dedicated team of the industry's most experienced HECM closing specialists."

According to a ReverseVision spokesperson, RVX plans to enhance its integration with PRC by adding a fee lookup feature in a future release.

About ReverseVision:

ReverseVision, Inc. is the leading provider of technology and training for Home Equity Conversion Mortgage (HECM) origination. With nearly 10,000 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 2017 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 Premier Reverse Closings:

Based in Rocklin, California, Premier Reverse Closings is a national title and settlement firm specializing in reverse mortgage closings. Since its founding, PRC's specialists have closed more than 175,000 transactions nationwide. PRC is a member of the Mother Lode Holding Company (MLHC) family of companies.

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

ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, has forged a partnership with Premier Reverse Closings (PRC), a title and settlement firm specializing in reverse mortgage closings. A new integration between the companies' software allows users of ReverseVision's flagship RV Exchange (RVX) loan origination system (LOS) to order title services from PRC without ever leaving the RVX system.

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

Mike Klaschka of EPIC to Present on Financial Risk at DC Alternative Investment Consortium Event

WASHINGTON, D.C. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Managing Principal Mike Klaschka will present at the DC Alternative Investment Consortium (DC-AIC) on Tues., Nov. 7 at 4:30 p.m. at The Army and Navy Club in Washington, D.C.

Klaschka will present alongside Sixth Man Research Founder Mark Lapolla as they discuss with the investor and manager community the topic of risk as it relates to portfolio risk, operational risk, market risk and personnel risk. Kirk Rostron, managing partner at Mt. Vernon Capital, LLC, will moderate the discussion.

DC-AIC is a new thought group created to provide knowledge sharing and interaction among Washington-area investment advisers and fund managers in the alternative investment arena. The group recognizes the unique characteristics and international emphasis of the alternative investment community in Washington, and aspires to be an organization for industry intelligence and meaningful networking.

Click here for more information: http://events.r20.constantcontact.com/register/event?oeidk=a07eemjdxkn45c2a553&llr=hkcnovdab&showPage=true.

About Mike Klaschka, managing principal, EPIC:

Mike Klaschka is a managing principal based in EPIC's New York City office. He has over 26 years of industry experience and is a highly respected and skilled negotiator in the professional liability marketplace. Klaschka has extensive experience working with financial institution, technology, real estate, private equity and complex risks with strong technical knowledge of D&O, E&O, Cyber, Fidelity, Fiduciary, Media, Employment Practices Liability and Transactional Liability.

He joined EPIC in August 2016. Prior to EPIC, Klaschka was the national leader of Integro's Management Risk Practice where he spent 11 years. Prior to Integro, he spent 10 years at Marsh & McLennan where he held various positions including head of their E&O Center of Excellence Group based in New York as well as the West Coast FINPRO placement leader for financial services, technology and commercial accounts group based in San Francisco.

Klaschka earned Bachelor of Arts Degree from Drew University in 1991 and majored in Economics with a minor in Political Science.

About EPIC:

EPIC is a unique and innovative retail property & 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 1,300 team members operating from offices across the U.S., providing Property & Casualty insurance, Employee Benefits Consulting, Specialty Programs and Private Client solutions to more than 30,000 clients.

With run rate revenues of roughly $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

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

*PHOTO for media: Send2Press.com/300dpi/17-1106s2p-Klaschka-300dpi.jpg

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Managing Principal Mike Klaschka will present at the DC Alternative Investment Consortium (DC-AIC) on Tues., Nov. 7 at 4:30 p.m. at The Army and Navy Club in Washington, D.C.

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

Mid America Mortgage Launches Digital Mortgage Platform, Partners with NASCAR, Richard Petty Motorsports

DAYTONA BEACH, Fla. /ScoopCloud/ -- Click n' Close(TM), a division of Mid America Mortgage, Inc., has entered into official partnership agreements with the sanctioning body, NASCAR, and one of the most iconic race teams in the sport, Richard Petty Motorsports. The collaborations designate Click n' Close as the "Official Mortgage Provider of NASCAR(R)" in addition to becoming a partner of Richard Petty Motorsports.

Click n' Close is Mid America Mortgage's new digital mortgage approval and closing platform that provides home buyers with a fast, simple and secure experience by automating many of the steps of a traditional mortgage process. With Click n' Close, home buyers are able to complete their application within eight minutes and receive an approval within one business day. On average, home buyers approved through Click n' Close reach the closing table in less than half the time of a traditional mortgage process and are able to complete their closing and receive their keys within 15 minutes. To safeguard sensitive information, Click n' Close employs bank-level security, including advanced data encryption, allowing home buyers to safely apply for a mortgage anywhere, anytime, using any device.

"Speed is a familiar concept to NASCAR's powerful community of sponsors and fans, which is why we chose to launch Click n' Close nationally by partnering with NASCAR and Richard Petty Motorsports," said Jeff Bode, owner and CEO of Mid America Mortgage. "Click n' Close is revolutionizing the way we service home buyers and homeowners, and we're confident that the NASCAR community will appreciate how quickly and easily they can now secure a mortgage through Click n' Close."

As part of the agreement with Richard Petty Motorsports, the Click n' Close brand will be featured as a primary sponsor of the No. 43 car driven by Darrell "Bubba" Wallace Jr. for at least three races, making its debut at the 2018 Daytona 500. The No. 43 Click n' Close car will also make appearances at Phoenix Raceway and Texas Motor Speedway.

"We have recently had a lot of positive discussions about our race program in 2018, and having a new partner such as Click n' Close is proof of that," said Richard Petty, co-owner, Richard Petty Motorsports. "Click n' Close is a perfect tool for people who want a faster, more secure way to apply for a mortgage. We feel that Bubba and our team are a perfect fit to help spread their message to NASCAR fans across the country."

Click n' Close was introduced today at the NASCAR Fuel for Business Council meetings taking place in Texas, near Mid America's headquarters. The new Official Partner engaged an exclusive group of nearly 55 Official NASCAR Partners who gather to buy and sell products and services from one another. The business-to-business environment offers unique opportunities for many FORTUNE 500 companies to bypass the time and layers of corporate coordination to construct customized deals that help address specific business needs.

"Click n' Close's multi-faceted sponsorship will be an effective way to introduce its platform to a national audience," said Steve Phelps, executive vice president and chief global sales and marketing officer, NASCAR. "Our fans are the most brand loyal in sports and continue to differentiate NASCAR from other sports and entertainment properties."

In addition to engaging with fellow sponsors, teams and drivers, Click n' Close, will also host key customers and prospects at-track with strategic hospitality events at NASCAR races throughout the year.

The Monster Energy NASCAR Cup Series Playoffs will continue with the AAA Texas 500 at Texas Motor Speedway, Sunday, November 5 at 2 p.m. ET on NBCSN, PRN and SiriusXM NASCAR Radio.

About NASCAR:
The National Association for Stock Car Auto Racing, Inc. (NASCAR) is the sanctioning body for the No. 1 form of motorsports in the United States. NASCAR consists of three national series (Monster Energy NASCAR Cup Series(TM), NASCAR XFINITY Series(TM), and NASCAR Camping World Truck Series(TM)), four regional series, one local grassroots series and three international series. The International Motor Sports Association(TM) (IMSA(R)) governs the IMSA WeatherTech SportsCar Championship(TM), the premier U.S. sports car series. Based in Daytona Beach, Fla., with offices in eight cities across North America, NASCAR sanctions more than 1,200 races in more than 30 U.S. states, Canada, Mexico and Europe. For more information visit www.NASCAR.com and www.IMSA.com, and follow NASCAR on Facebook, Twitter, Instagram, and Snapchat ('NASCAR').

About Richard Petty Motorsports:
A performance and marketing driven company, Richard Petty Motorsports, co-owned by NASCAR Hall of Famer Richard Petty and successful business entrepreneur Andrew Murstein, is one of the most recognized brands in all of motorsports. With a history of over 200 wins and business partnerships with national and global leaders, today the race operation fields one team in competition in the NASCAR premier series.

About Click n' Close:
Click n' Close is a revolutionary, ultra-secure, digital mortgage approval and closing process that streamlines the mortgage process and passes the savings on to consumers. Through the strategic use of automation, Click n' Close delivers one of the fastest mortgage application and approval processes on the market. Thanks to its eight-minute application process, Click n' Close gets home buyers from application to closing within two weeks and, with just a few clicks at closing, puts keys in their hand in 15 minutes or less.
For more information, visit http://clicknclose.com/nascar.

About Mid America Mortgage, Inc.:
Mid America Mortgage, Inc. (Addison, Texas), the parent company of Click n' Close, is a multi-state, full-service mortgage lender serving consumers and mortgage originators through its retail, wholesale and correspondent channels. Mid America Mortgage, Inc. has been helping people finance their home purchases since 1940. Additional information about Mid America Mortgage, Inc. can be found on the company's website at http://www.midamericamortgage.com/about/.

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*Photo Caption: Mid America Owner and CEO Jeff Bode.

@midamericamtge @nascar @RPMotorsports

Click n' Close, a division of Mid America Mortgage, Inc., has entered into official partnership agreements with the sanctioning body, NASCAR, and one of the most iconic race teams in the sport, Richard Petty Motorsports. The collaborations designate Click n' Close as the "Official Mortgage Provider of NASCAR" in addition to becoming a partner of Richard Petty Motorsports.

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

Michael Nischan of EPIC to Present on Hidden Risks for Motor Carriers at GMTA Leadership Conference

ATLANTA, Ga. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Transportation & Logistics Risk Control Vice President Michael Nischan will present at Georgia Motor Trucking Association's Leadership Conference on Wed., Nov. 8 at 4 p.m. at the Hilton Atlanta/Marietta Hotel and Conference Center in Marietta, Ga.

In his panel "What's at Risk - Areas That Deserve More Attention," Nischan will discuss hidden risks for motor carriers from the Risk Management & Insurance perspective.

GMTA's Leadership Conference is an event where industry leaders gather to learn practices that enhance their company's productivity. At the EPIC-sponsored event, attendees will have the opportunity to network with many of the transportation industry's most knowledgeable and influential leaders along with accessing strategic, actionable education that makes the Leadership Conference unlike any other in Georgia.

Click here for more information: http://www.gmta.org/?page=FallLeadership17.

About Michael Nischan, vice president of Transportation & Logistics Risk Control, EPIC:

Michael Nischan is vice president of the Transportation Risk Control Practice of EPIC Insurance Brokers and Consultants, working out of the Southeast Region office in Atlanta. With more than 20 years of experience in law enforcement, private industry management and consulting, he has a genuine understanding of what it takes to operate a fleet safely and profitably. He helps motor carriers achieve and exceed regulatory requirements, develops management and training programs, implements operational controls to enhance efficiency and educates all members of an organization on compliance and security measures.

He is an instructor with the North American Transportation Management Institute (NATMI) and provides professional training courses on behalf of the Georgia Motor Trucking Association (GMTA). He is the only Certified Cargo Security Professional (CCSP) employed by an insurance or risk management firm in Georgia and is active in the battle against cargo and equipment theft.

Nischan is a member of numerous organizations, including the GMTA and the Southeastern Transportation Security Council (SETSC). He is a graduate of Lenoir-Rhyne College.

About EPIC:

EPIC is a unique and innovative retail property & 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 1,300 team members operating from offices across the U.S., providing Property & Casualty insurance, Employee Benefits Consulting, Specialty Programs and Private Client solutions to more than 30,000 clients.

With run rate revenues of roughly $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit http://www.epicbrokers.com/.

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ATLANTA, Ga. and SAN FRANCISCO, Calif., Nov. 2, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Transportation and Logistics Risk Control Vice President Michael Nischan will present at Georgia Motor Trucking Association's Leadership Conference on Wed., Nov. 8 at 4 p.m. at the Hilton Atlanta/Marietta Hotel and Conference Center in Marietta, Ga.

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

Thread.Legal – the Missing piece of Microsoft Office 365 for Lawyers

CHARLOTTE, N.C. /ScoopCloud/ -- If you are a law firm using Microsoft Office 365 and need something extra to complete your document and case management, then Thread is for you. Built in Microsoft Office 365, it gives you a practice management solution with software you already know. Thread is the latest case management software from eXpd8 Ltd, harnessing 30 years' legal IT industry experience and specifically designed for lawyers and paralegals.

Thread was launched at Microsoft's campus in Charlotte on September 18th and has received tremendous reviews from both paralegals and lawyers. It has been described as disruptive, refreshing, easy to use and at $39 per user per month offers lawyers a very affordable solution to manage their firms' business and clients.

Thread is a brand-new cloud-based legal case management software, built in collaboration with Microsoft which enables legal practices to free up valuable time, be more productive, increase profitability and truly digitally transform their firms.

"80 percent of legal firms in the US currently do not have a Case Management system in place," said Liam Mullaney, CEO, eXpd8. "Instead, they are reliant on in-house developed systems that are becoming obsolete due to increasing client demands."

With Microsoft Azure as its foundation, Thread incorporates several Microsoft technologies including Microsoft Office 365, One Drive for Business and SharePoint. This enables Thread to provide law firms with the ability to manage their entire practice smoothly and efficiently whilst also ensuring government level security, compliance and seamless connectivity. Thread brings together all the essentials of a modern legal practice.

Growing legal firms need a capable, customizable, yet affordable solution to automate and optimize their entire business in order to survive and thrive in today's competitive market. Thread can help them do just that.

"Thread is truly the missing piece of Microsoft Office 365 for lawyers," said John Cuddy, Cuddy & Co Solicitors.

About eXpd8:

eXpd8 Ltd, founded in 2001 in Dublin, Ireland was established to provide IT solutions to the legal sector. The Founder, Declan Branagan, recognized a gap in the market to help legal firms be more productive. With a small team and a big vision, the eXpd8 legal case management software was set in motion. There are now over 3,500 users of eXpd8 software around the world and it is the Irish market leader.

About Thread:

Thread, the missing piece of Microsoft Office 365 for lawyers, is a new innovative solution that includes legal case management, time and expense management, document management, scanning and billing. Thread is the first to market with such a comprehensive solution for small to medium legal firms. Learn more: http://thread.legal/

About Microsoft:

Founded in 1975, Microsoft (NASDAQ:MSFT) is the worldwide leader in software, services, devices and solutions that help people and businesses realize their full potential. Learn more: http://www.microsoft.com/.

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If you are a law firm using Microsoft Office 365 and need something extra to complete your document and case management, then Thread is for you. Built in Microsoft Office 365, it gives you a practice management solution with software you already know. Thread is the latest case management software from eXpd8 Ltd, harnessing 30 years' legal IT industry experience and specifically designed for lawyers and paralegals.

Related link: http://www.expd8.com/

Residual Growth Expert Names November as Say No to Attrition Month

WESTLAKE VILLAGE, Calif. /ScoopCloud/ -- Residual Growth Expert, a leading ISO business advisory firm, today announced that they are naming November as Say No to Attrition month. Attrition is a major problem for many banks, ISOs and credit card processing companies because rates traditionally go up during the holiday season. By turning their efforts toward retaining their current list of clients during this time of the year, ISOs and other credit card processing companies can combat this trend and enjoy greater financial stability.

Merchant attrition is an ongoing problem for companies involved in the credit card processing industry. A study conducted by AITE Group in 2008 indicated that pricing was the single most important factor that influenced merchants to switch credit card processors. Almost half of all respondents to the study also cited slow reaction times and poor customer service as important contributing factors in their decisions. By paying close attention to the needs of their clients, ISOs can often reduce the risk of departures for perceived greener pastures when processing costs rise.

The holiday season is especially risky for credit card processors. Rates go up during this season, which can prompt clients to look elsewhere for a better deal. The new initiative announced by Residual Growth Expert aims to change that paradigm.

Co-Founder Tony Shap noted, "It costs about twice as much to acquire a new merchant than it does to retain one." By focusing efforts on encouraging clients to stick with their current credit card processor rather than on acquiring new customers during the month of November, Shap believes that ISOs can boost their profitability and can build on their successes throughout the upcoming year.

The "Say No to Attrition" initiative will roll out on November 1 and will provide actionable information and guidance to companies who participate in this program. By placing the focus on existing customers and ensuring that they receive the most responsive customer service and the fastest resolution of their issues, Residual Growth Expert can help ISOs and other credit card processing firms to leverage their current success into increased profitability now and into the future.

To learn more, interested parties can schedule a consultation at https://residualgrowthexpert.com/ or by email at hello@residualgrowthexpert.com.

About Residual Growth Expert:

ResidualGrowthExpert.com is an advisory firm offering confidential and comprehensive consulting services to banks, credit card processors and ISOs of all sizes. The company currently serves 98 companies in the financial field and provides expert guidance to companies looking to grow and expand in the competitive field of credit card processing. The professional guidance and expertise offered by Residual Growth Expert can have a significant impact on the profitability and long-term success of companies in this fast-paced financial industry.

Media Contact:
Tony Shap, Co-Founder
Residual Growth Expert
https://residualgrowthexpert.com/
hello@residualgrowthexpert.com

Residual Growth Expert, a leading ISO business advisory firm, today announced that they are naming November as Say No to Attrition month. Attrition is a major problem for many banks, ISOs and credit card processing companies because rates traditionally go up during the holiday season. By turning their efforts toward retaining their current list of clients during this time of the year, ISOs and other credit card processing companies can combat this trend and enjoy greater financial stability.

Related link: https://residualgrowthexpert.com/

Supreme Lending’s Trey Horton Supports Alabama Communities Through Mortgage Loans and Charitable Contributions

BIRMINGHAM, Ala. /ScoopCloud/ -- Trey Horton (NMLS # 208824), a loan officer with Supreme Lending's Birmingham, Alabama branch, is using his knowledge and experience with purchase mortgage loan products including renovation home loans, to help rebuild communities in Alabama. Horton, who is a board member with Grace Klein Community, a nonprofit organization that focuses on providing relief to the poor, the distressed and the underprivileged, has volunteered for the organization for over three years.

"The best part of transacting renovation loans is the difference you make, not only in borrowers' lives, but also in the lives of everyone who lives in their communities," said Horton. "You can truly rebuild and elevate communities one home at a time."

Horton has been in the housing industry for 33 years. He has knowledge of the full range of conventional, nonconventional and jumbo mortgage products, including extensive experience with renovation loans such as Fannie Mae's HomeStyle Renovation Mortgage and FHA's 203(k) loan program.

Supreme Lending, a nationwide mortgage lender that actively supports the communities it serves, recently became a corporate sponsor of the Grace Klein Community.

"At Supreme, we want to always remember that our business impacts the lives of the individuals, families and communities we serve," said Scott Everett, president of Supreme Lending. "We see that as a responsibility. You can see it in actions from loan officers like Trey, to the fundraising and volunteer efforts we do in the corporate office, our company is about making a difference."

"Renovation loans are different from traditional mortgages. They can be prone to delays and other challenges that can be frustrating for borrowers in the hands of an inexperienced loan originator," said Horton. "Supreme has one of the best-if not the best-renovation programs in the industry. My borrowers get smooth easy transactions, I get satisfied clients and the communities get stronger, healthier homes. It's a perfect match."

About Supreme Lending:

Established by founder Scott Everett in 1999, Supreme Lending is a full-service mortgage lender licensed in 50 states with branches throughout the U.S, adding more branches each month. The growing company employs hundreds of employees and has been ranked among the "Best Places to Work" by American City Business Journals for the past five years. Supreme Lending has established relationships with all major investors, is a Fannie Mae seller/servicer, and offers a full range of mortgage programs, including conforming and non-conforming loans and FHA/VA loans.

The corporate culture is based on a customer-comes-first approach, which helps homebuyers realize their dreams of homeownership. Supreme Lending has been recognized for five consecutive years as an Inc. 500/5000 company and in 2013, 2014 and 2015, was named one of the Top 100 Mortgage Companies in America by Mortgage Executive Magazine.

Supreme Lending is a licensed mortgage lender, and branch 574 is licensed in Alabama and Tennessee (Alabama Consumer Credit License 21269. Tennessee Mortgage License 109458.).

For further information, please visit http://www.supremelending.com/ or call (888) 392-0250.

EVERETT FINANCIAL, INC. D/B/A SUPREME LENDING NMLS ID #2129 (www.nmlsconsumeracces.org).

Trey Horton (NMLS # 208824), a loan officer with Supreme Lending's Birmingham, Alabama branch, is using his knowledge and experience with purchase mortgage loan products including renovation home loans, to help rebuild communities in Alabama. Horton, who is a board member with Grace Klein Community, a nonprofit organization that focuses on providing relief to the poor, the distressed and the underprivileged, has volunteered for the organization for over three years.

Related link: http://www.supremebranch.com/

Unalp CPA Group White Paper Comparing Xero, QuickBooks, and Sage Intacct Assists Buyers with Accounting Software Purchase

WALNUT CREEK, Calif. /ScoopCloud/ -- Unalp CPA Group, Inc. announced today the availability of a white paper comparing popular accounting software solutions Xero, QuickBooks, and Sage Intacct. The 21-page document "Comparing Xero, QuickBooks, and Sage Intacct" is free of charge and is available at http://unalpcpa.com/compare/.

"Every software solution has its strengths and weaknesses, and what may be a great fit for one organization, might not be the best solution for another company," said Jeffrey Unalp, CPA and founder of Unalp CPA Group, Inc. "In providing outsourced accounting services we use both Xero and Sage Intacct, and we enlisted the help of QuickBooks expert Penny Breslin."

Unalp's document "Comparing Xero, QuickBooks, and Sage Intacct" covers pricing, ease of use and more than half a dozen functional areas such as reporting, payroll, and invoicing. The comparison also looks at customer service, integration capabilities and security.

Complete with screen shots, analysis, and survey data, "Comparing Xero, QuickBooks, and Sage Intacct" is meant as a resource to give organizations a better understanding of the accounting solutions available to them.

Nonprofit organizations and businesses that work with Unalp CPA Group enjoy a full service, outsourced accounting solution. Unalp CPA Group, in addition to executing the accounting duties and providing financial reporting, assembles the best accounting tools to put to use on behalf of its clients, including Sage Intacct, Xero, QuickBooks, Nexonia, Bill.com, and Expensify.

About Unalp CPA Group:

Unalp CPA Group provides a VIP level of outsourced accounting services that relieve business owners and nonprofit executives of the burden of accounting duties. Armed with accurate and reliable accounting information produced by Unalp CPA Group, businesses can grow and profit and nonprofits can better serve their constituents and our communities. The mission of Unalp CPA Group Inc. is to provide financial leadership and financial technology expertise allowing organization leaders to have visibility into their financial health and organizational performance.

More information: http://unalpcpa.com/.

Unalp CPA Group, Inc. announced today the availability of a white paper comparing popular accounting software solutions Xero, QuickBooks, and Sage Intacct. Unalp's document 'Comparing Xero, QuickBooks, and Sage Intacct' covers pricing, ease of use and more than half a dozen functional areas such as reporting, payroll, and invoicing.

Related link: http://unalpcpa.com/

EPIC Attends Worldwide Broker Network Global Conference in Paris and Hosts WBN 2018 Spring Conference

HOUSTON, Texas /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it is attending the 57th Worldwide Broker Network (WBN) Global Conference on Oct. 25-28, 2017 in Paris, France.

WBN members, clients, prospects and insurer partners meet in Global Conferences twice a year to collaborate, learn and maintain professional and personal relationships. The 57th WBN Global Conference will host 250 brokers from more than 100 countries for discussions on international insurance programs, plenary sessions, technical workshops, the sharing of experiences and business appointments.

Ascende - a division of EPIC is hosting the Spring conference on April 11-14, 2018. This comes from EPIC Southwest Region President Jim Watt's close ties to WBN. Formerly the WBN treasurer, WBN is announcing Jim's 2018 chairman of the board appointment at the conference in Paris this week.

As is customary at the Fall and Spring WBN conferences, the host city of the upcoming conference reveals the next conference location by presenting a video to promote the upcoming venue.

Here's a link to the video promoting the 58th annual WBN Global Conference in Texas: https://vimeo.com/238336204/7cf7a06134

Through EPIC's partnership with WBN - the largest fully integrated network of independent Property and Casualty and Employee Benefits brokers in the world - it is positioned to conduct business internationally with maximum flexibility, innovation and success. WBN brokers are located in over 100 countries and have offices in more than 500 cities around the globe. This partnership gives EPIC instant access to insurance experts from nearly every conceivable insurance specialty and current, reliable information on changes in their markets.

Click here for more information: https://wbnglobal.com/conferences/2017-october-paris.html

About Worldwide Broker Network:

Founded in 1989, WBN has grown from nine member firms in Western Europe to more than 100 firms spanning the globe and serving clients through 500+ offices in six continents. Today, as an important part of the insurance industry's distribution network, WBN generates over $5 billion in P&C and Employee Benefits revenue annually.

About EPIC:

EPIC is a unique and innovative retail property & 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 1,300 team members operating from offices across the U.S., providing Property & Casualty insurance, Employee Benefits Consulting, Specialty Programs and Private Client solutions to more than 30,000 clients.

With run rate revenues of roughly $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

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

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TWITTER: @WBNGlobal @EPIC_Insurance

EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it is attending the 57th Worldwide Broker Network (WBN) Global Conference on Oct. 25-28, 2017 in Paris, France.

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

Mortgage Coach Platform to Integrate with Tavant’s AI-Powered Digital Lending Platform for an End-To-End Seamless Experience

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, a software as service technology provider of the industry leading Total Cost Analysis, today announced an integration between the Mortgage Coach platform and Tavant FinXperience - Retail platform. This integration creates a seamless connection between the two technologies, enabling the direct, automatic transfer of data and information for mutual customers of FinXperience - Retail and Mortgage Coach.

FinXperience - Retail is a suite of user experiences and companion mobile applications for loan originators within mortgage lenders and is one of the core components of Tavant's VELOX suite. The Mortgage Coach Total Cost Analysis (TCA), offers loan originator's a competitive advantage in delivering a high-touch, digital experience that analyzes the total cost of loan options over the life of mortgage loan. Through simple, yet innovative use of charts and graphs, the modern loan originator coaches the homebuyer in understanding all of the imperative components of selecting the right loan option for the home buyer's unique financial goals.

"With the contracting market, lenders are looking for new and better ways to secure clients, and Mortgage Coach's TCA has proven to be that differentiator," said Joe Puthur, President of Mortgage Coach. "We're excited to be working with Tavant to position more originators as expert consultants and help their borrowers make better, more educated decisions."

"Tavant is excited to deliver this integration to our common customers delivering to them faster time to market and immediate interoperability, thereby, serving the prospective borrower on one side of the equation and the loan originator on the other side of the equation in a seamless connected ecosystem," said Mohammad Rashid, head of consumer lending practice for Tavant.

About Mortgage Coach:

The Mortgage Coach suite of enterprise online and mobile applications enhance the conversation between the borrower, mortgage professional, and Realtor, enabling a confident mortgage decision. Thousands of banks and lenders rely on Mortgage Coach to turn borrower education into a competitive advantage. With Mortgage Coach technology, financial and real estate professionals provide clearly illustrated mortgage options with detailed financials, charts, video narration, and live updates on any device, ensuring an informed home loan choice. Learn more about Mortgage Coach, please visit http://mortgagecoach.com/.

About Tavant Technologies:

Headquartered in Santa Clara, California, Tavant Technologies is a digital products and platforms company that provides impactful results to its customers across North America, Europe, and Asia-Pacific. Founded in 2000, the company employs over 2,500 people and is a recognized top employer. Tavant is creating an AI-powered intelligent lending enterprise by reimagining customer experiences, driving operational efficiencies and improving collaboration. Follow Tavant on LinkedIn and Twitter.

IRVINE, Calif., Oct. 25, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage Coach, a software as service technology provider of the industry leading Total Cost Analysis, today announced an integration between the Mortgage Coach platform and Tavant FinXperience - Retail platform. This integration creates a seamless connection between the two technologies, enabling the direct, automatic transfer of data and information for mutual customers of FinXperience - Retail and Mortgage Coach.

Related link: http://mortgagecoach.com/

After 139 Years of Operations as Frenkel and Company, Venerable NY Insurance Broker Elects to Join EPIC

NEW YORK, N.Y. /ScoopCloud/ -- Frenkel & Company, one of the nation's most respected full-service independent insurance brokers and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that they have joined forces.

Established in 1878 by Emil Frenkel, Frenkel & Company is one of the largest privately-held insurance brokers in the nation. With revenues approaching $80 million, Frenkel was most recently ranked #48 in Business Insurance Magazine's list of the 100 Largest Brokers of U.S. Business, published in July 2017.

EPIC, celebrating the firm's 10th anniversary in 2017, is already one of the 20 largest U.S. retail insurance brokers and, before the addition of Frenkel, ranked #26 among the top commercial insurance broker/consultants in the world. EPIC has built a strong, positive reputation for service excellence, innovation, community, collaboration and having fun - all in the interest of being a "people first" (clients and team members) organization.

"Frenkel & Company has been delivering strategic guidance and service around the risk management, insurance and benefit consulting needs of our clients for nearly 140 years," said John F. Kelly, President and Chief Executive Officer of Frenkel & Company. "We believe the decision to join EPIC will help us deliver an even broader and deeper set of capabilities and added value to our clients, with the same commitment to responsive, personalized service that has been a hallmark of our firm since 1878. We are thrilled to join forces with a unique and successful company like EPIC."

Upon joining EPIC, the firm will operate as Frenkel & Company - a Division of EPIC. Frenkel & Company's strong leadership team will play vital, active roles within the integrated EPIC organization.

Said EPIC CEO, John Hahn, "We found a strong cultural partner in Frenkel & Company, in an important and highly desirable region where we see tremendous opportunities for growth. In combination with our March 2017 acquisition of The Capacity Group and other growth, we have added roughly 450 new team members and now have revenue of more than $150 million in the Northeast Region. Frenkel locations and teams in New York City, Jersey City, Boston, and Los Angeles, will add significant value to our clients across the country and create further opportunities for our employees' long-term growth and career success."

EPIC's Northeast Region President Thomas O'Neil added, "In addition to the integration and expansion of our respective capabilities, Frenkel & Company provides a strong platform in the Northeast to extend our risk management, property & casualty insurance, international client services, employee benefits consulting, program solutions and private client services to companies across the region, nationally and internationally."

Weil, Gotshal & Manges, led by partner Christopher Machera, served as EPIC's legal advisor. KPMG LLP provided accounting and tax advice for EPIC. Morgan Stanley & Co LLC, led by Managing Director Robyn Maslynsky, acted as financial advisor to Frenkel & Company and Morrison Cohen LLP served as Frenkel's legal advisor.

About Frenkel & Company - a Division of EPIC:

Frenkel & Company - a Division of EPIC offers an expansive array of traditional and customized risk management, property & casualty insurance and employee benefits consulting products and services to a broad spectrum of businesses, industries and individuals. Headquartered in New York, NY, the firm has grown organically and through a series of acquisitions and strategic partnerships to become one of the 50 largest brokers of U.S. Business. For additional information, please visit http://www.frenkel.com/

About EPIC:

EPIC is a unique and innovative retail property & 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 1,300 team members operating from offices across the U.S., providing Property & Casualty insurance, Employee Benefits Consulting, Specialty Programs and Private Client solutions to more than 30,000 clients.

With run rate revenues of roughly $400 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country. For additional information, please visit http://www.epicbrokers.com/.

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Frenkel & Company, one of the nation's most respected full-service independent insurance brokers and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that they have joined forces.

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

EPIC’s David McNeil to Present on Emerging Cyber Threats at American Association of Water Distribution and Management Thought Leadership Lab

SAN FRANCISCO, Calif. /ScoopCloud/ -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal David McNeil will present at the American Association of Water Distribution and Management (AAWD&M) Ronald W. Seymour Memorial Thought Leadership Lab which will be hosted and live streamed from the Las Vegas Valley Water District on Thurs., Oct. 26 at 10 a.m.

With cyber threats growing in number, complexity and severity, criminals are inadvertently aided by an infrastructure focused on maximizing technological gains. This new normal is exacerbated by management's increasing reliance on internet connectivity that doesn't always have proper security precautions.

In his presentation "Emerging Cyber Threats to Critical Infrastructure Organizations," McNeil will identify salient threats to water utility operations as well as concerns and trends associated with social engineering, ransomware and insider employee threats.

The AAWD&M Ronald W. Seymour Memorial Thought Leadership Lab will facilitate networking of innovative and like-minded risk managers who seek to accentuate standards, set benchmarks and discuss emerging trends. The lab will share member data and perform relevant research via partnership with an accredited risk management university and will house AAWD&M's broker designation curriculum as well as advisory services for smaller public water systems.

About David McNeil, principal, EPIC:

David McNeil is a principal at EPIC specializing in custom tailoring Risk Management & Insurance programs for commercial business. His specialties include the fields of high tech, manufacturing, food industry, construction-related and U.S. infrastructure regarding the water industry. McNeil is a member of FBI InfraGard and a certified Infrastructure Liaison Officer (ILO). He is also a member of Orange County Sheriff/Coroner's Dept. Technology Advisory Council (TAC) and SAFEHOUSE Anti Terrorism/Force Protection.

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 1,100 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.

With run rate revenues approaching $300 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.

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

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*Photo Caption: David McNeil is a principal at EPIC specializing in custom tailoring Risk Management & Insurance programs.

EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal David McNeil will present at the American Association of Water Distribution and Management (AAWD&M) Ronald W. Seymour Memorial Thought Leadership Lab which will be hosted and live streamed from the Las Vegas Valley Water District on Oct. 26 at 10 a.m. PT.

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