Tag: Finance

ATLANTA, Ga., May 23, 2019 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) has hired veteran retirement plans leader Leslie Olds for the role of senior benefits consultant. A retirement benefits consultant of 28 years, Olds will advise SBA's plan sponsor clients on managing all aspects of their broad-based and executive retirement programs, including financing, design, implementation, administration and compliance.

SAN DIEGO, Calif., May 20, 2019 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, today announced that it has partnered with North Carolina-based Blue Ridge Bank, N.A. Mortgage Division (Blue Ridge Bank).

NEW YORK, N.Y., May 20, 2019 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Jaime Steers has joined the firm as a Director, Wealth Advisor.

MACON, Ga., May 16, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware(TM), provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, announced today that FirstBank Mortgage has optimized the execution of its incentive compensation with CompenSafe(TM). By replacing spreadsheets with CompenSafe, FirstBank Mortgage has reduced the time it takes to calculate loan compensation by 75 percent

NORWALK, Conn., May 16, 2019 (SEND2PRESS NEWSWIRE) -- In December 2018, After, Inc. launched its "Millennials and Extended Service Plans" study, to investigate the attitudes and behavior of Millennials regarding manufacturers' product warranties and Extended Service Plans (ESPs).

SAN DIEGO, Calif., May 15, 2019 (SEND2PRESS NEWSWIRE) -- ReverseVision, the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) and senior lending industry, today announced the release of the Comparison Calculator within RV Sales Accelerator (RVSA).

MACON, Ga., May 14, 2019 (SEND2PRESS NEWSWIRE) -- LBA Ware, provider of the leading automated incentive compensation and sales performance management platform for mortgage lenders, has been selected for the 2019 Best of Macon Award in the Software Company category by the Macon Award Program. As a five-time winner of the Best of Macon Award, LBA Ware was also inducted into the 2019 Macon Business Hall of Fame.

AVON, Conn. and SAN FRANCISCO, Calif., May 13, 2019 (SEND2PRESS NEWSWIRE) -- Paragon Insurance Holdings LLC, a national multi-line specialty MGA (Managing General Agency) based in Avon, Conn., today announced the promotion of Erik Kriens to Regional President. Kriens is based in Paragon's San Francisco office and reports directly to Paragon CEO and Co-founder Ron Ganiats.

PROVO, Utah, May 9, 2019 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced that it is joining the Arbor Day Foundation for the launch of its Time for Trees initiative, a commitment to plant 100 million trees in forests and communities worldwide by 2022.

LOS ANGELES, Calif., May 8, 2019 (SEND2PRESS NEWSWIRE) -- Mortgage Quality Management and Research, LLC (MQMR) announced today that it has hired Jeff Christensen as Vice President of Sales. In this role, Christensen will be responsible for leading sales, driving new business opportunities and expanding awareness of the MQMR brand in the market.

SALT LAKE CITY, Utah, May 7, 2019 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has converted its customer service platform to ZenDesk. The move is designed to better serve IDS customers and help the firm maintain its commitment to responding to all customer inquiries and requests effectively and efficiently.

SALT LAKE CITY, Utah, May 3, 2019 (SEND2PRESS NEWSWIRE) -- TRK Connection (TRK), a leading provider of mortgage quality control (QC) and origination management solutions, announced today that it has added 4506-T Income Verification from Veri-Tax, a trusted leader in verification solutions, to its flagship QC audit platform Insight Risk & Defect Management (RDM).

POMPANO BEACH, Fla. /Florida Newswire/ -- ACES Risk Management (ARMCO), the leading provider of enterprise financial risk mitigation solutions, has announced that it has hired Kyle Kehoe as chief revenue officer.

NEWPORT BEACH, Calif., May 1, 2019 (SEND2PRESS NEWSWIRE) -- NotaryCam, the pioneering leader in online notarization and original provider of mortgage eClosing solutions, today announced that it has partnered with Milo Credit to complete the lender's first remote online closing (ROC) transaction.

CORAL SPRINGS, Fla. /Florida Newswire/-- PitBullTax Software is excited to announce the release of its most robust and streamlined cloud based software platform to date. PitBullTax, the country's leading IRS Tax Resolution Software for CPAs, EAs and Tax Attorneys will be unveiling all the cutting edge major enhancements of Version 5.0 to licensees from all over the United States at its PitBullTax Institute User Conference today through May 3 in Fort Lauderdale, Florida.

SAN DIEGO, Calif., April 30, 2019 (SEND2PRESS NEWSWIRE) -- Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that Leslie Winick has joined the company as Chief Strategy Officer (CSO). In this newly created position, Ms. Winick will play an integral role in helping MCT hone its strategic direction, further increase market share, manage rapid growth, and delight clients.

WEST PALM BEACH, Fla., April 30, 2019 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that Tom Buenz has joined the company in the position of vice president, enterprise sales. In this role, Mr. Buenz will help satisfy an increasing demand for OpenClose's LOS, digital mortgage point-of-sale (POS) solution and ancillary software products.

ATLANTA, Ga., April 26, 2019 (SEND2PRESS NEWSWIRE) -- FormFree today announced the filing of a patent application titled 'Method and System for Employer Verification,' which describes the company's proprietary method and system for verifying the employment and income history of loan applicants.

COLUMBUS, Ohio, April 22, 2019 (SEND2PRESS NEWSWIRE) -- SafeChain, in partnership with 9 independent title agents in Ohio, has launched a blockchain-backed network that enables peer-to-peer transfers of prior title insurance policies to streamline the title search process and drive down costs for member agencies.

ATLANTA, Ga., April 18, 2019 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) issued a statement today informing employers that bipartisan legislation currently pending could significantly revise the rules for employer-sponsored retirement plans.