Tag: California Business
TMC Benchmark: The Mortgage Collaborative Unveils New Lender Member Benchmarking Solution
Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative, the nation's only independent mortgage cooperative, has released its monthly benchmarking solution to its Lender Members. The first reports were made available this month and will be provided to participants on a month-to-month, real-time basis.
Mortgage Capital Trading, Inc. named to 2017 San Diego Business Journal Best Places to Work
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 earned a spot on the San Diego Business Journal's (SDBJ) Best Places to Work list for the sixth year in a row.
EPIC Insurance Brokers adds Broker Producer Tim House in Fresno, California
Mortgage and Finance News: (FRESNO, Calif.) EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Tim House has joined the firm as a Property and Casualty Insurance Broker/Producer in EPIC's Fresno, California office.
The Mortgage Collaborative’s Preferred Partner Network welcomes Certified Credit Reporting
Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative (TMC), the nation's only independent mortgage cooperative, announced a new preferred partner relationship with national credit information service provider, Certified Credit Reporting. As a result of this new partnership, lender members of The Mortgagee Collaborative will receive discounted pricing on Certified Credit's suite of credit and verification services.
Quandis, Inc. Adds New Imaging Functionality to its Military Search Service for DOD SCRA Compliance
Mortgage and Finance News: (RANCHO SANTA MARGARITA, Calif.) Quandis, Inc., a leading default management mortgage technology provider, announced that it has added new functionality that allows servicers and default attorneys to more easily manage images of official certificates from the Department of Defense (DoD) to demonstrate proof of compliance for adherence to the Servicemembers Civil Relief Act (SCRA).
Matic Insurance and LendingQB team to Eliminate Stressful Mortgage Delays Related to Homeowner’s Insurance
Mortgage and Finance News: (SHERMAN OAKS, Calif.) Matic Insurance Services (Matic), a digital insurance agency that enables borrowers to purchase homeowner's insurance during the home-buying transaction, today announced a new partnership with LendingQB, a provider of "lean lending" loan origination technology. Matic announced the news as part of a live demonstration at San Francisco's Digital Mortgage Conference.
Lender Price Opens New $5 – $10 Million Investment Round and Names Jerry L. Halbrook as CEO
Mortgage and Finance News: (PASADENA, Calif.) Lender Price, the emerging leader in digital mortgage lending technology, announced today that it has named veteran mortgage industry executive Jerry Halbrook as its CEO and has opened a fresh round of equity funding to fuel its growth trajectory.
Mike Zarrilli of DocMagic named to 2017 HW Insiders Award List
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 head of operations, Mike Zarrilli, has been named to HousingWire's Insiders Award list for 2017.
ACS Accounting joins TMC Preferred Partner Network serving Mortgage Lenders
Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative (TMC), the nation's only independent mortgage cooperative, announced a new partnership with east-coast based CPA and advisory firm, ACS Accounting. The new relationship with ACS, adds another best-in-class tax and accounting firm to their preferred partner network.
TechCrunch Disrupt SF 2017: Matic Insurance Services Debuts Integration with Roostify
Mortgage and Finance News: (SHERMAN OAKS, Calif.) Matic Insurance Services, a digital insurance agency that enables borrowers to purchase homeowner's insurance during the home-buying transaction, has forged a partnership with automated lending technology provider Roostify. The company announced the news Tuesday afternoon from the stage of TechCrunch's Startup Battlefield, part of the TechCrunch Disrupt SF conference held in San Francisco this week. Matic was one of just six elite startups chosen to advance to the final round of the competition.
Rich Swerbinsky named Chief Operating Officer (COO) at The Mortgage Collaborative
Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative (TMC), the nation's only independent mortgage cooperative, today announced it has promoted Rich Swerbinsky to the role of Chief Operating Officer. Having served as its executive vice president of national sales and strategic alliances since 2015, Rich Swerbinsky will now serve TMC as its COO.
Sparkle Coin, Inc. Announces ICO – Initial Coin Offering at 2017 TechCrunch Disrupt SF
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Sparkle Coin, Inc., designed to be the most transactable cryptocurrency available, is launching its initial coin offering (ICO) at 1 p.m. PDT September 20 and running through October 20, 2017 with coins beginning at $5. A LIVE STREAMING event will start at 12 p.m. PDT at TechCrunch SF.
The Mortgage Collaborative Welcomes Addition of First Community Mortgage to TMC Preferred Partner Network
Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative (TMC), the nation's only independent mortgage cooperative, announced a new preferred partnership with national correspondent investor and mortgage loan servicer, First Community Mortgage (FCM). The new relationship with FCM adds another best-in-class national correspondent investor to their preferred partner network.
ReverseVision announces UserCon 2018 – Third Annual User Conference for its LOS Mortgage Technologies
Mortgage and Finance News: (SAN DIEGO, Calif.) ReverseVision, Inc., the leading provider of technology and training for the Home Equity Conversion Mortgage (HECM) industry, will host its third annual user conference February 6-8, 2018, at the Kona Kai Resort and Spa on San Diego's Shelter Island.
EPIC’s Duane Dennis and Jamie Chambers to Present HR Technology Strategies at Cement Employers Association Annual Meeting
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 and Senior Consultant Duane Dennis and Director of HR Technology Solutions Jamie Chambers will present at the Cement Employers Association Annual Meeting on Tuesday, Sept. 19 at 8:15 a.m. at South Point Hotel Casino Spa in Las Vegas.
At TechCrunch Disrupt SF 2017: CEO of Sparkle Coin, Inc. Shows New eCommerce-optimized Cryptocurrency
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Sparkle Coin, Inc., founders of Sparkle Coin, a new cryptocurrency that allows users to make purchases from popular online retailers - like Amazon and Walmart - and features a currency exchange for liquidity, will be hosting a "lunch and launch" event during TechCrunch Disrupt SF 2017.
EXPERTS AVAILABLE: ReverseVision Experts Available to Discuss HUD Changes to HECM Reverse Mortgage Program
Mortgage and Finance News: (SAN DIEGO, Calif.) The following ReverseVision experts, whose expertise on the Home Equity Conversion Mortgage (HECM) ranges from HUD guideline interpretation to market analysis to education, are available for interviews regarding HUD's planned changes to the HECM program.
David Jargiello returns to VLP Law Group as Partner and General Counsel
Mortgage and Finance News: (PALO ALTO, Calif.) VLP Law Group LLP is pleased to announce that David Jargiello has rejoined the firm as a partner in the Corporate Practice Group and the firm's General Counsel. Mr. Jargiello is a business transactional lawyer with more than 25 years' experience in San Francisco and Silicon Valley primarily representing venture capital funds, professional service firms and legal technology companies in complex corporate finance, corporate securities, fiduciary duty and risk management matters.
Influx of Traditional Lenders and Directly Licensed Clients Grow HECM Industry, according to ReverseVision
Mortgage and Finance News: (SAN DIEGO, Calif.) ReverseVision, the leading provider of software and technology for the reverse mortgage industry, reported a record number of newly licensed lenders entering the Home Equity Conversion Mortgage (HECM) market in 2017, according to data from its RV Exchange (RVX) loan origination system (LOS).
Jason Price of ReverseVision Honored with 2017 HousingWire Insiders Award
Mortgage and Finance News: (SAN DIEGO, Calif.) ReverseVision, Inc., the leading provider of software and technology for the reverse mortgage industry, today announced that Product Manager Jason Price has been named to HousingWire's 2017 "Insiders Award" list.
SDBJ Ranks Mortgage Capital Trading on its Top 100 Fastest-Growing Private Companies List for 2017
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 has again landed on the San Diego Business Journal's (SDBJ) 2017 Top 100 Fastest-Growing Private Companies list.
Scott Stoddard of Quandis Designated One of the Top 50 Most Connected Mortgage Professionals in 2017
Mortgage and Finance News: (RANCHO SANTA MARGARITA, Calif.) Quandis, Inc., a leading default management mortgage technology provider, announced that Scott Stoddard, the company's chief executive officer, has been named to National Mortgage Professional (NMP) magazine's 2017 "Top 50 Most Connected Mortgage Professionals" list.
Notarize joins The Mortgage Collaborative (TMC) 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 Notarize, the nation's first entirely digital mortgage closing and remote notarization provider, adding them to the preferred partner network.
Affordable Lending Outreach Pilot Program announced by The Mortgage Collaborative (TMC)
Mortgage and Finance News: (SAN DIEGO, Calif.) The Mortgage Collaborative (TMC), the nation's only independent mortgage cooperative, announces a new pilot with a focus on affordable lending support and education for select lenders that are members of TMC's network, using educational resources and materials provided by Fannie Mae.
Strategic Compliance Partners joins The Mortgage Collaborative’s 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 compliance solutions provider, Strategic Compliance Partners. The new relationship with Strategic Compliance Partners adds another best-in-class mortgage compliance company to their preferred partner network.
ReverseVision RV Exchange LOS for HECM Origination selected by Western Ohio Mortgage Corp
Mortgage and Finance News: (SAN DIEGO, Calif.) ReverseVision, the leading technology provider for the reverse mortgage industry, today announced that Western Ohio Mortgage Corp. (WOMC) has selected RV Exchange (RVX) loan origination technology to support its Home Equity Conversion Mortgage (HECM) operations.
Phil Laren of MCT to Speak at CMBA Annual Loan Servicing and Newly Created Mortgage Technology Conference
Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that its Director of MSR Services Phil Laren is scheduled to speak on a must-attend panel session. The panel will be hosted by the California Mortgage Bankers Association (CMBA) at their annual Loan Servicing and Technology Conference in San Diego Calif. from Aug. 6 to 8 at the Westin Hotel.
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.
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
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.



























