Tag: California Business

Mortgage and Finance News: (SAN DIEGO, Calif.) Non-profit Legalize Ferrets (legalizeferrets.org) announced today that we are disappointed that California Attorney General ignores Civil Code in Domestic Ferret Ballot Initiative. The ferret legalization grassroots organization, has repeatedly asked the California Attorney General for a legal opinion.

Mortgage and Finance News: (NEWPORT BEACH, Calif.) NotaryCam, a Stewart-owned company and a pioneering provider of remote online notarization and identity verification/authentication technology for real estate and legal transactions, today announced it has been named to the HousingWire Tech100 Mortgage list.

Mortgage and Finance News: (IRVINE, Calif.) Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced it has been named to HousingWire's (HW) 2022 Tech100 Mortgage list.

Mortgage and Finance News: (IRVINE, Calif.) Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an enhanced integration with Surefire, Black Knight's customer relationship management (CRM) and marketing automation software designed specifically for the mortgage lending industry.

Mortgage and Finance News: (TORRANCE, Calif.) DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, is pleased to announce that it has integrated multiple digital lending solutions with Take Three Technologies' ("Take3") cloud-based and fully-integrated loan origination system (LOS), LoanMAPS™.

Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants (EPIC), an independent insurance brokerage and consulting firm, announced today that they have appointed Steve Nelson as Chief Growth Officer of their Private Client Practice.

Mortgage and Finance News: (LOS ANGELES, Calif.) Los Angeles-based CPA Firm, KROST CPAs and Consultants announced that Greg Kniss has been appointed to Chairman of the Board, Jason Melillo promoted as the new CEO, and Keith Hamasaki to Principal of Assurance & Advisory services.

Mortgage and Finance News: (PASADENA, Calif.) Lender Price, a provider of mortgage loan pricing and origination technology, announced today that Spring EQ has joined the Lender Price Marketplace as the first home equity loan lender on the platform. Spring EQ, headquartered in Philadelphia, is one of the nation's largest lenders of home equity products.

Mortgage and Finance News: (IRVINE, Calif.) Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, has expanded its relationship with the National Association of Minority Mortgage Bankers of America (NAMMBA).

Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Joseph Freeman has joined the firm as Managing Principal. He will be based in Los Angeles.

Mortgage and Finance News: (SAN DIEGO, Calif.) ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that seasoned marketing executive Scott Shepherd has joined the company to head its marketing efforts. As head of marketing, he oversees ReverseVision's marketing department and is responsible for the design and implementation of its new marketing strategy.

Mortgage and Finance News: (IRVINE, Calif.) Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, has announced the launch of a newly designed website. The website redesign offers visitors an enhanced user experience featuring immersive brand exploration opportunities and an enriched library of lender resources.

Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry, announced today that the TMC Emerging Technology Fund LP (the "Fund") recently participated in a $38M Series C investment round for AI Software, LLC dba Capacity. Capacity is an AI-powered support automation platform.

Mortgage and Finance News: (LOS ANGELES, Calif.) KROST CPAs and Consultants reported a record year of M&A advisory work in 2021 and expects to remain equally busy in 2022. "We were involved in 21 buy-side and sell-side transactions in 2021," said Paren Knadjian, Head of M&A and Capital Markets at KROST.

Mortgage and Finance News: (SAN FRANCISCO, Calif.) Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, recently announced the appointment of George Neal as chief product officer. In this role, Neal will oversee strategy and development for new and existing products across all Nomis industry verticals.

Mortgage and Finance News: (SAN DIEGO, Calif.) ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that it added long-time mortgage professional Steve Butler to the company's sales team, who brings more than 35 years of experience to the company. ReverseVision has been adding resources in key functional areas as part of its strategic expansion plan.

Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers & Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that KJ Stephens has joined the firm as Vice President within its Employee Benefits Practice.

Mortgage and Finance News: (SAN DIEGO, Calif.) ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced that Trust Lending, a national mortgage banker, has gone live with ReverseVision's Exchange (RVX) platform for its wholesale lending channel. The platform helped Trust Lending springboard its wholesale channel into easily and expeditiously originating loans for reverse mortgage products.

Mortgage and Finance News: (SAN FRANCISCO, Calif.) Edgewood Partners Insurance Center d.b.a. EPIC Insurance Brokers & Consultants (EPIC) announced today that it has acquired Oversea Insurance Agency trading as Oversea Yacht Insurance (Oversea). Oversea is based in San Diego, CA and Ft Lauderdale, FL.

Mortgage and Finance News: (IRVINE, Calif.) Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the promotion of two of its department directors to vice president-level positions. Jacob Gibbs was promoted from Director of Technology to VP, Technology, and Shannon Baldwin was promoted from Director of Marketing to VP, Marketing.

Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants (EPIC), a retail property and casualty insurance brokerage and employee benefits consultant, announced today that they have created an exclusive partnership with Todd Morley and DIATOMS, Inc. (DIATOMS).

Mortgage and Finance News: (TORRANCE, Calif.) DocMagic, Inc., the premier provider of fully compliant loan document preparation, automated regulatory compliance, and comprehensive eMortgage services, announced the rollout of eDecision™, a robust solution that significantly expands the level of analysis applied to e-eligibility determination for eClosings.

Mortgage and Finance News: (TORRANCE, Calif.) DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that Michael Morford, Director of Product Development, was selected as a 2021 Tech Thought Leader by PROGRESS in Lending Association.

Mortgage and Finance News: (WASHINGTON, D.C.) Galway Holdings ("Galway") today announced its acquisition of Virginia-based Simatree, a strategic advisory firm specializing in data, analytics, technology consultation and digital transformation. Fast-growing, Simatree has won multiple awards for its innovative and transformational digital and analytics solutions, founded by Patrick McCreesh, Wes Flores and Jay Williams, former NBA player and current television analyst.

Mortgage and Finance News: (TORRANCE, Calif.) DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that its director of client services, Lori Johnson, has received the 2021 Elite Women in Mortgage award from Mortgage Professional America (MPA).

Mortgage and Finance News: (PASADENA, Calif.) Lender Price and Blend have partnered to provide an enhanced digital experience for both financial services firms and consumers. The integration couples Blend with Lender Price's FLEX Pricing product via APIs to provide custom pricing questions that will help match a consumer to the appropriate loan program and rate.

Mortgage and Finance News: (IRVINE, Calif.) Acclaimed California labor, employment and immigration defense law firm CDF Labor Law LLP (CDF) proudly announces it has been named one of the 2021 Top Workplaces by the Orange County Register for the 3rd consecutive year. The award rounds out a year of numerous accolades for CDF.

Mortgage and Finance News: (TORRANCE, Calif.) DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance, and comprehensive eMortgage services, announced that its chief compliance officer, Gavin T. Ales, has been honored by National Mortgage Professional (NMP) magazine with its 2021 Top 40 Under 40 award.

Mortgage and Finance News: (IRVINE, Calif.) Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced that President Joe Puther was selected as a 2021 40 Under 40 winner by National Mortgage Professional (NMP) Magazine.

Mortgage and Finance News: (SARATOGA, Calif.) Certa, the leading no-code third party risk management platform today announced its integration with Comply Exchange, a global leader in tax compliance. Certa is the only platform that digitizes, orchestrates, and automates the entire third-party journey across procurement, compliance, IT, legal, finance, and other groups.