Tag: Finance

SAN DIEGO, Calif., Jan. 3, 2018 (SEND2PRESS NEWSWIRE) -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the opening of a production office in Orange County in the city of Orange, Calif. In addition, the bank said it is actively looking to expand into other Southern California markets, as the company continues to grow the banks franchise throughout the Southern California region.

SAN FRANCISCO, Calif. and HOUSTON, Texas, Jan. 2, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers & Consultants, the retail property and casualty insurance brokerage and employee benefits consulting subsidiary of EPIC Holdings, announced today a collaboration agreement between EPIC's Houston-based Ascende Wealth Advisors, Inc. (AWAI) and Qualified Plan Advisors (QPA), a division of Prime Capital Investment Advisors. QPA is a federally regulated investment advisor with more than 30 years of specialized expertise in 401k planning advisory services and private wealth management advisory services.

DALLAS, Texas, Jan. 2, 2018 (SEND2PRESS NEWSWIRE) -- Supreme Lending, a nationwide lender, has announced that its San Diego, California branch has partnered with May We Give for Love, a San Diego-based nonprofit organization that provides financial contributions and volunteer support to several local charitable causes.

DALLAS, Texas, Dec. 27, 2017 (SEND2PRESS NEWSWIRE) -- The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today that its founder Michael Cooksey has been named one of "The 40 Most Influential Mortgage Professionals Under 40" for 2017 by industry trade magazine National Mortgage Professional.

IRVINE, Calif., Dec. 21, 2017 (SEND2PRESS NEWSWIRE) -- Cloudvirga(TM), developer of intelligent mortgage point-of-sale (POS) platforms, today announced that its co-founder and Chief Strategy Officer Kyle Kamrooz has been named one of National Mortgage Professional magazine's 40 Most Influential Mortgage Professionals Under 40.

SHERMAN OAKS, Calif., Dec. 21, 2017 (SEND2PRESS NEWSWIRE) -- Matic, a digital insurance agency whose technology enables borrowers to purchase homeowner's insurance during the mortgage transaction, announced today that company co-founder and COO Benjamin Madick has been named one of National Mortgage Professional magazine's "40 most influential mortgage professionals under 40."

SAN DIEGO, Calif., Dec. 19, 2017 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative, the nation's only independent mortgage cooperative, today announced the addition of FullCircle Placements to its Preferred Partner network. FullCircle will be the first mortgage-centric recruiting and placement service provider within TMC's network.

SAN DIEGO, Calif., Dec. 19, 2017 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced it has added new Chief Technology Officer (CTO) Jim Magner and Vice President of Operations Stacey Lund to its senior management team.

IRVINE, Calif., Dec. 14, 2017 (SEND2PRESS NEWSWIRE) -- Cloudvirga(TM), developer of intelligent mortgage point-of-sale (POS) platforms, has hired Jim Portner as chief product officer. Portner will report to Cloudvirga CEO Michael Schreck and will oversee product strategy, development and marketing for the company's digital mortgage automation platforms.

SAN DIEGO, Calif., Dec. 12, 2017 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative, the nation's only independent mortgage cooperative, today announced the addition of United Capital Markets, Inc. (UCM), the mortgage industry's leading outsource provider of dynamic MSR hedging. UCM will provide TMC Lender Members strategic advice to bank-owned and private mortgage companies focusing on MSR investment strategies, balance sheet optimization and the capital stack.

POMPANO BEACH, Fla., Dec. 11, 2017 (SEND2PRESS NEWSWIRE) -- ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software ACES Audit Technology(TM), has announced the release of a new technology for mortgage lenders and servicers that improves data validation in the QC process.

NEW YORK, N.Y., Dec. 7, 2017 (SEND2PRESS NEWSWIRE) -- Since 2012, travel insurance has been growing consistently at more than ten percent (10%) per year*, with recent activity driving even more interest, according to TravelInsurance.com. For 2018, Stan Sandberg, co-founder of TravelInsurance.com, predicts similar growth, bringing the overall U.S. travel insurance market to nearly $3.5 billion.

SAN DIEGO, Calif., Dec. 7, 2017 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative, the nation's only independent mortgage cooperative, today announced the addition of FundingShield to its Preferred Partner network. FundingShield offers TMC members a pair of loan level verification services to protect lenders by assuring closing funds go to verified bank accounts belonging to licensed and authorized parties. FundingShield provides actionable intelligence to lenders while other services may provide data that you have to interpret.

IRVINE, Calif., Dec. 7, 2017 (SEND2PRESS NEWSWIRE) -- Cloudvirga(TM), developer of intelligent mortgage point-of-sale (POS) platforms, today announced a partnership with Docutech that will enable Cloudvirga's lender customers to work more efficiently, reduce the cost of document compliance and make the home loan experience more convenient for borrowers.

SALT LAKE CITY, Utah, Dec. 7, 2017 (SEND2PRESS NEWSWIRE) -- TRK Connection (TRK), a leading provider of mortgage quality control and origination management solutions, announced today that Wisconsin-based Waterstone Mortgage Corporation has chosen the Insight Risk & Defect Management (RDM) platform to conduct its internal quality control (QC) audits.

DENVER, Colo., Dec. 6, 2017 (SEND2PRESS NEWSWIRE) -- Maxwell Financial Labs, Inc., a leading provider of B2B digital mortgage cloud software, announced today a new funding round of $3 million, led by the investment arm of Anthemis Group, a company committed to cultivating change in financial services, with participation from Route66 Ventures and Assurant Inc., along with its existing investors.

ATHENS, Ga., Dec. 6, 2017 (SEND2PRESS NEWSWIRE) -- FormFree(R) today announced its expanded partnership with Envestnet(R) | Yodlee(R) (NYSE:ENV), a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. By leveraging Envestnet | Yodlee Risk Insight Solutions, FormFree will have access to new data points that help to reinforce its position as provider of the most complete and reliable asset, employment and income verification reports in the mortgage industry.

TORRANCE, Calif., Dec. 5, 2017 (SEND2PRESS NEWSWIRE) -- DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that it has opened a 12,000 square foot print fulfillment center minutes from its Torrance, California headquarters. DocMagic added the high tech "supercenter" to support lenders' growing need for secure, compliant paper documents as the mortgage industry transitions to a 100 percent digital mortgage process.

SHERMAN OAKS, Calif., Dec. 1, 2017 (SEND2PRESS NEWSWIRE) -- Matic, a digital insurance agency whose technology enables borrowers to purchase homeowner's insurance during the mortgage transaction, announced today that company co-founder and COO Ben Madick is a 2017 HousingWire Vanguard Award winner. Madick was recognized for guiding the company's phenomenal growth over the last 12 months as well as for his career-long contributions to the mortgage industry as co-founder of both Matic and risk management services provider Mortgage Quality Management and Research.

IRVINE, Calif., Dec. 1, 2017 (SEND2PRESS NEWSWIRE) -- 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.