Finance

Finance

Finance news from Mortgage & Finance News magazine

Finance

Finance
Finance news from Mortgage & Finance News magazine

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

Mortgage and Finance News: (SAN DIEGO, Calif.) 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.

News: NIF Group, Inc. Acquires Agency Intermediaries, Inc.

Mortgage and Finance News: (MANHASSET, N.Y.) 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.

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

Mortgage and Finance News: (SAN DIEGO, Calif.) 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.

News: Mid America Mortgage to Purchase Assets from Two Oklahoma Lenders

Mortgage and Finance News: (ADDISON, Texas) 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.

News: Attorney Brian O. Sutter Receives Client Champion Award from Martindale-Hubbell

Mortgage and Finance News: (PORT CHARLOTTE, Fla.) Attorney Brian O. Sutter of Southwest Florida-based All Injuries Law Firm, has been named a 2017 Silver "Client Champion." Attorneys who have been recognized as a Client Champion, are chosen for maintaining the highest degree of client satisfaction.

News: Mortgage Capital Trading Announces Complimentary Webinar Addressing Changes to FINRA’s ‘Mark to Market Rule’

Mortgage and Finance News: (SAN DIEGO, Calif.) 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.

News: The Mortgage Collaborative Announces Addition of FirstBank Mortgage as the First Reverse Lender to Their 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 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.

News: Guaranteed Rate Selects ARMCO’s ACES Audit Technology™

Mortgage and Finance News: (POMPANO BEACH, Fla.) 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.

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

Mortgage and Finance News: (SHERMAN OAKS, Calif.) 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

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

Mortgage and Finance News: (SAN DIEGO, Calif.) 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).

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

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 the Mortgage Bankers Association (MBA) has honored Altavera with its Residential Leadership Award for Organizational Diversity and Inclusion.

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

Mortgage and Finance News: (ATHENS, Ga.) 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.

News: Attorneys Bernard Walsh & David Goldman Supported The 2017 Sarasota Pride Festival

Mortgage and Finance News: (SARASOTA, Fla.) Attorney Bernard Walsh, Attorney David Goldman, and members of the civil trial law firm Shapiro Goldman Babboni Fernandez & Walsh have sponsored and attended 2017 Sarasota Pride Fest in Florida.

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

Mortgage and Finance News: (SAN DIEGO, Calif.) 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.

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

Mortgage and Finance News: (WASHINGTON, D.C.) 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.

News: Click n’ Close Digital Mortgage Platform Partners with NASCAR, Richard Petty Motorsports

Mortgage and Finance News: (DAYTONA BEACH, Fla.) 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.

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

Mortgage and Finance News: (ATLANTA, Ga.) 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.

News: Attorneys David Goldman, Bernard Walsh and Stephan Fernandez Attend FJA’s Masters Of Justice Conference

Mortgage and Finance News: (SARASOTA, Fla.) The October Florida Justice Association's Masters Of Justice conference was attended by several partners from the personal injury law firm Shapiro Goldman Babboni Fernandez and Walsh. Held at the Ritz Carlton in downtown Sarasota the conference featured dozens of seminars on a wide variety of civil trial law topics.

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

Mortgage and Finance News: (CHARLOTTE, N.C.) 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.

News: Residual Growth Expert Names November as Say No to Attrition Month

Mortgage and Finance News: (WESTLAKE VILLAGE, Calif.) 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.

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

Mortgage and Finance News: (BIRMINGHAM, Ala.) 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.

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

Mortgage and Finance News: (WALNUT CREEK, Calif.) 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.

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

Mortgage and Finance News: (HOUSTON, Texas) 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.

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

Mortgage and Finance News: (IRVINE, Calif.) 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.

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

Mortgage and Finance News: (NEW YORK, N.Y.) 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.

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

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 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.

News: Coalition for Responsible Community Development Expands Executive Leadership Team

Mortgage and Finance News: (LOS ANGELES, Calif.) The Coalition for Responsible Community Development (CRCD), a South LA based non-profit serving the community through youth, workforce and economic development initiatives, is proud to announce the addition of two members to their executive leadership team, Chief Operating Officer Angela LoBue and Chief Real Estate and Economic Development Officer Alejandro Martinez. The increase in senior staff will allow CRCD to develop new programs and initiatives while expanding their footprint.

News: The Mortgage Collaborative Notches 20 Percent Growth in Lender Membership since Q1

Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative, the nation's only independent mortgage cooperative, today announced that they have reached another milestone, adding 20 new lender members since their August summer conference in Nashville. This brings the Collaborative's membership total to 120 and an annual aggregate origination volume of $210 Billion.

News: Rocky Davidson, CPA, is First to Receive AICPA Client Accounting Advisory Services Certification

Mortgage and Finance News: (MACON, Ga.) Qbix Accounting Solutions announced today that Rocky Davidson is the first professional to complete and receive certification from the AICPA in Client Accounting Advisory Services. Qbix Accounting Solutions provides client accounting advisory services to nonprofit organizations, often referred to as outsourced accounting services.

ARMCO Launches ACES Automated Document Manager, which Uses Robotic Process Automation to Help Lenders Lower Gross Defects

Mortgage and Finance News: (POMPANO BEACH, Fla.) ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, has announced that it has launched ACES Automated Document Manager (ADM), a new technology that uses robotic process automation to automate the core activities lenders undertake to reduce gross loan defects. ARMCO will be demonstrating ADM, which is available through ARMCO's ACES Audit Technology(TM) and as a stand-alone product, by appointment at MBA's Annual Convention and Expo 2017 in Denver, Colorado.