Finance

Finance

Finance news from Mortgage & Finance News magazine

Finance

Finance
Finance news from Mortgage & Finance News magazine

Alicia Branstetter of Pendo Management Named to 2017 HW Women of Influence List

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

17 Counties Across Midwest, Western United States Join Simplifile E-recording Network for Summer 2017

Mortgage and Finance News: (PROVO, Utah) Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced today that 17 additional counties throughout the Midwest and Western United States have joined the Simplifile e-recording network.

EPIC’s National Real Estate Practice Makes Investment to Upgrade Computer Lab for Residents of Mercy Housing Lakefront

Mortgage and Finance News: (DENVER, Colo.) The National Real Estate Practice of EPIC Insurance Brokers and Consultants has contributed $32,000 to Mercy Housing Lakefront to upgrade the computer lab at the Pullman Wheelworks Apartments, offering residents state-of-the art online tools to advance their educational and career goals.

Kara Lamphere named Chief Operating Officer at Mid America Mortgage Inc.

Mortgage and Finance News: (ADDISON, Texas) Mid America Mortgage, Inc. (Mid America) announced today it has promoted former Chief Compliance Officer and Director of Correspondent Lending Kara Lamphere to Chief Operating Officer (COO).

Denise Walsh joins EPIC Insurance Brokers in New York as Assistant General Counsel

Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Denise Walsh has joined the firm as Vice President and Assistant General Counsel.

Altavera COO Debora Aydelotte Recognized as a HousingWire 2017 ‘Woman of Influence’

Mortgage and Finance News: (DENVER, Colo.) Altavera Mortgage Services (Altavera), a Computershare company and leading provider of outsourced residential mortgage origination services, today announced that Chief Operating Officer Debora Aydelotte has been named one of HousingWire magazine's 2017 Women of Influence.

Wendy Peel of ReverseVision Selected to HousingWire 2017 ‘Women of Influence’ List

Mortgage and Finance News: (SAN DIEGO, Calif.) ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Wendy Peel, its vice president of sales and marketing, has been named to HousingWire's 2017 "Women of Influence" list.

LBA Ware Founder Lori Brewer Named to 2017 Elite Women in Mortgage List

Mortgage and Finance News: (MACON, Ga.) LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced that Founder and President Lori Brewer has been honored as one of Mortgage Professional America (MPA) magazine's 2017 "Elite Women in Mortgage."

Ann Fulmer of FormFree Named a 2017 ‘Elite Woman in Mortgage’

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

Altavera Mortgage Services’ Jennifer Fountain named a 2017 ‘Elite Woman in Mortgage’

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

Oak Hill Capital Partners has agreed to acquire all of The Carlyle Group’s stake in EPIC

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

Vicki DiPasquale of Simplifile Named to 2017 MPA ‘Elite Women in Mortgage’ List

Mortgage and Finance News: () Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Vice President of Sales Vicki DiPasquale is one of Mortgage Professional America (MPA) magazine's 2017 Elite Women in Mortgage.

Jeffrey Unalp, CPA Earns Designation for Completing AICPA NFP Certificate Program

Mortgage and Finance News: (WALNUT CREEK, Calif.) Unalp CPA Group, Inc. announced today that founder Jeffrey Unalp, CPA, has earned the AICPA badge for completing the Not-For-Profit (NFP) Certificate Program. Unalp CPA outsourced accounting services provide nonprofit clients with compliance, timely reporting and execution of accounting duties.

Randy Abbey promoted to Chief Technology Officer at TRK Connection

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

EPIC Joins in Authoring an Updated ANSI/ASSE 2017 Hydrogen Sulfide Safety Training Standard

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

Bulk Acquisition Manager Secondary Marketing Tape Transfer Technology announced by MCT Trading

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

Arthur Prieston, CMB, named Chair of Newly Formed TMC Capital Markets Committee

Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative (TMC), the nation's only independent mortgage cooperative, today announced that industry authority Arthur Prieston has been appointed chair of its newly formed Capital Markets Committee. In this role, Prieston will lead capital market engagements for the group's lender members.

The Mortgage Collaborative adds The Money Source Inc. as a Correspondent Investor to Preferred Partner Network

Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative, the nation's only independent mortgage cooperative, announced a new partnership with national correspondent investor and mortgage loan servicer, The Money Source. The new relationship with The Money Source adds another best-in-class national correspondent investor to their preferred partner network.

It Can Be Easier to Plan for Long-Term Care if We Face Our Personal Concerns Up Front, says ACSIA

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

Special Risks Facilities, Inc. acquired by JenCap Holdings LLC

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

Phil McCall promoted to President of ACES Risk Management (ARMCO)

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

Pendo Joins Forces with The Mortgage Collaborative to Offer Appraisal Management Services

Mortgage and Finance News: (LEE'S SUMMIT, Mo.) Pendo, a nationwide appraisal management company (AMC), announced a strategic partnership with The Mortgage Collaborative's preferred partner network to provide appraisal management services to the organization's 112 lender members.

International Document Services, Inc. Expands eSign Room Customization Capabilities

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

Capital Markets Veteran Bill Berliner joins MCT as Director of Analytics

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

Mid America Mortgage’s The Cooksey Team named to Dallas ‘2017 Best Places to Work’

Mortgage and Finance News: (DALLAS, Texas) The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today it has been recognized by Dallas Business Journal as one of its "2017 Best Places to Work" in the Dallas-Fort Worth area. More than 500 companies submitted nominations, and only 100 companies were honored.

DIB Funding, Inc. takes first step in building the digital economy around DIBCOIN, launching Affiliate Program

Mortgage and Finance News: (HOLLYWOOD, Fla.) DIB Funding, Inc. started DIB Nation to build a digital economy centered around DIBCOIN. The new custom website at DIBNation.com will be the hub of the DIB economy. The backbone of DIB Nation is our DIB Affiliate program.

Most Influential Women in Benefit Advising 2017: Two EPIC Insurance Consultants Recognized

Mortgage and Finance News: (MAHWAH, N.J.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Susan L. Combs and Senior Vice President Suzanne McGarey have been recognized among Employee Benefit Adviser's "2017 Most Influential Women in Benefit Advising."

Guaranteed Rate Inc. Adopts Automated Asset Verification from AccountChek by FormFree

Mortgage and Finance News: (ATLANTA, Ga.) FormFree(R) today announced that Guaranteed Rate, Inc. ("Guaranteed Rate"), one of the nation's largest independent retail mortgage companies, has selected AccountChek(R) by FormFree for automated asset verification.

Lender Price, the Leading Mortgage Lending Analytics and Digital Mortgage Provider Announces Integration with Ernst Publishing

Mortgage and Finance News: (PASADENA, Calif.) Lender Price, the emerging leader in digital mortgage interface technology and real-time, competitive mortgage analytics and product pricing & eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, announced that it has integrated with Ernst Publishing, the leading provider of mortgage fee data for the real estate and home finance industry.

Luma Wealth Advisors: Understanding Women’s Wealth Needs

Mortgage and Finance News: (CLEVELAND, Ohio) Is there a benefit to having a financial advisor focused on women? For many women, the answer is probably "yes" and the recently launched Luma Wealth Advisors is ready to meet their planning needs.