News Topic: California Business
News: MCT Launches BAMCO: Co-issue Loan Sale Marketplace for Shadow Pricing and Unique Executions
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 BAMCO, a new marketplace for co-issue loan sales. Co-issue loan sales, also known as flow-based mortgage servicing rights (MSR) sales, are a three-way transaction involving the sale of loans to one of the agencies with a simultaneous sale of the MSRs to a separate third party.
News: NotaryCam’s ‘Help a Hero’ initiative returns with complimentary online notarization for active duty and retired service members
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 its semi-annual "Help a Hero" initiative will run Friday, November 11 through Sunday, November 13, 2022, and once again offer free remote online notarization (RON) sessions to United States veterans and current service members.
News: MCT Expands Investor Services Team by Appointing Jennifer Kennelly as Senior Director
Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT®), a recognized industry leader in mortgage risk management providing pipeline hedging, best execution loan sales, and centralized lock desk services, announced today that Jennifer Kennelly has been appointed as the new Senior Director of MCT's quickly expanding Investor Services team.
News: Vistage Recognizes Marie DiSante with 2022 Lifetime Achievement Award
Mortgage and Finance News: (IRVINE, Calif.) CDF Labor Law LLP (CDF) proudly congratulates Marie DiSante, Founding and Firm Managing Partner, for being named the recipient of the Vistage 2022 Orange County "Lifetime Achievement Award." Vistage is the world's largest CEO coaching and peer advisory organization for small and midsize businesses.
News: MCTlive! Lock Volume Indices: October 2022 Data
Mortgage and Finance News: (SAN DIEGO, Calif.) MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for October 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
News: EPIC Expands Northern California Presence with Acquisition of SLCO LLC
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers and Consultants announced it has acquired SLCO LLC, headquartered in Lafayette, California. The acquisition expands EPIC's growing presence in Northern California and adds to its client offerings both regionally and nationally.
News: Absolute Trust Counsel to Hold Free Virtual Trust Administration Event for California CFPs and CPAs
Mortgage and Finance News: (WALNUT CREEK, Calif.) Leading Bay Area estate planning firm Absolute Trust Counsel will host a free virtual event, The Absolute Trust Academy Trust Administration 101, on October 28, 2022, to equip CPAs and CFPs with a stronger knowledge of trust administration processes. The webinar is aimed at enhancing advisors' client services and relationships.
News: NotaryCam’s Rick Triola earns third HousingWire Vanguard Award
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, announced today that its founder and outgoing Division President Rick Triola has been named a 2022 HousingWire Vanguard.
News: Anita Huang Joins EPIC’s Life and Executive Benefits Practice
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 Anita Huang has joined the firm as a Senior Vice President within its Life and Executive Benefits practice managed by Vanbridge, an EPIC company.
News: Immigration Law Office of Los Angeles Case Changes U.S. Immigration Policy
Mortgage and Finance News: (LOS ANGELES, Calif.) The Immigration Law Office of Los Angeles, P.C., a full-service immigration law practice that handles employment, investment, and family immigration cases, has achieved a landmark victory for a client unfairly refused permanent residency. The case has also fundamentally changed U.S. immigration policy.
News: KROST Acts as Exclusive Financial Advisor for American Range in Sale to Hatco
Mortgage and Finance News: (LOS ANGELES, Calif.) American Range, a privately held manufacturer of commercial and residential cooking appliances, was sold to Hatco, an employee-owned manufacturer of warming, cooking, sanitizing, and cooling equipment. KROST CPAs & Consultants acted as the exclusive financial advisor to American Range in its transaction to Hatco Corporation.
News: San Diego Business Journal Again Names MCT® As Best Places To Work 2022
Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT®), an industry-leading capital markets advisory firm, announced that it has been named Best Places to Work 2022 by the San Diego Business Journal (SDBJ). MCT was ranked number seven in the medium-sized company category (50 - 249 U.S. employees). This award is designed to identify, recognize, and honor the best places of employment in San Diego that benefit the county's economy, workforce, and local businesses.
News: MCTlive! Lock Volume Indices: September 2022 Data
Mortgage and Finance News: (SAN DIEGO, Calif.) MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for September 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
News: INSIDE Public Accounting Names KROST Best of the Best Firm and Top 100 Firm
Mortgage and Finance News: (PASADENA, Calif.) KROST CPAs & Consultants was recognized as the Best of the Best Firm and Top 100 Firm by INSIDE Public Accounting in 2022. Based on revenue, KROST was ranked 75th among the largest firms in the country, out of nearly 600 firms. With a net revenue of greater than $65 million, KROST was able to rise from the firm's previous ranking of 81st in 2021's IPA Survey and Analysis of Firms.
News: MCTlive! Lock Volume Indices: August 2022 Data
Mortgage and Finance News: (SAN DIEGO, Calif.) MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for August 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
News: INC. 5000 Ranks MCT® On Its 2022 Fastest Growing Private Companies List For 11th Time
Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading, Inc. (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Inc. 5000 named MCT to its 2022 list of winners for the nation's fastest-growing private companies. MCT ranked number 4713 with three-year sales growth of 90% percent. This is the second year in a row that MCT made Inc. 5000's list and the company's 11th year making the list since its inception.
News: TMC Emerging Technology Fund LP Invests in Willow Servicing
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 $6 million seed round for Willow Servicing. The round was led by Thomvest Ventures, with participation from Global Asset Capital, Webb Investment Network and Zigg Capital.
News: Matthew Weber and Jonathan Louie Appointed to KROST’s Principal in Development Program
Mortgage and Finance News: (Matthew Weber and Jonathan Louie Appointed to KROST's Principal in Development ProgramLOS ANGELES, Calif.) Los Angeles-based CPA firm, KROST CPAs & Consultants, appoints Matthew Weber, CPA, MAcc, and Jonathan Louie, CPA, MST, to join KROST's Principal in Development (PID) program.
News: DocMagic Earns a Second Consecutive Spot on the Inc. 5000 List of Fastest-Growing Private Companies
Mortgage and Finance News: (TORRANCE, Calif.) DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that it again made Inc. 5000's list of fastest-growing private companies for 2022.
News: New Technology, 28 Patents, for secure Iris ID. Utilized By the UN, US Army, Marine Corps, Navy, Homeland Security, and...
Mortgage and Finance News: (LOS ANGELES, Calif.) ProNova Partners, an L.A. based Mergers and Acquisitions firm, has been selected to oversee investment in or the sale of a patented, groundbreaking ID and security technology. This technology involves iris recognition including in the outdoors under bright sunlight, plus world-leading iris recognition tech secured by crypto wallet.
News: 17 CDF Labor Law LLP Attorneys Named to 2023 Best Lawyers® Lists
Mortgage and Finance News: (IRVINE, Calif.) CDF Labor Law LLP (CDF) is pleased to announce nine lawyers have been included in the 2023 edition of The Best Lawyers in America® and eight lawyers were recognized in the 2023 Best Lawyers in America "Ones to Watch" for various employment-related practice areas from metropolitan areas throughout California.
News: MCTlive! Capital Markets Platform Becomes First to Integrate with Freddie Mac’s Whole Loan Purchase Advice Seller API
Mortgage and Finance News: (SAN DIEGO, Calif.) MCT's award-winning capital markets platform, MCTlive!, is the first to integrate with Freddie Mac's Whole Loan Purchase Advice Seller API. This API connection allows MCT Mark-to-Market and Hedge Accounting Reports to be updated with Freddie Mac purchase data directly, instead of waiting to run reports through a Loan Origination System (LOS).
News: CDF LABOR LAW LLP Named to Bloomberg Law’s Second Annual Diversity, Equity, and Inclusion Framework
Mortgage and Finance News: (IRVINE, Calif.) CDF Labor Law LLP, a California employment, labor and immigration employer-side law firm, was named one of only 43 U.S.-based law firms to earn a place on Bloomberg Law's second Diversity, Equity & Inclusion (DEI) Framework list.
News: DaVinci Capital Partners Crafts Customized Financial Solutions for Clients Throughout Ventura County
Mortgage and Finance News: (WESTLAKE VILLAGE, Calif.) DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.
News: Mortgage Women Magazine Names Natalie Arshakian as a 2022 Mortgage Star
Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that National Mortgage Professional's Mortgage Women Magazine selected Natalie Arshakian, Senior Director and Head of Lock Desk Operations at MCT, to its annual 2022 Mortgage Star Awards.
News: Mortgage Professional America Magazine Names Natalie Arshakian to List of Elite Women For 2022
Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced today that Natalie Arshakian has been selected to Mortgage Professional America (MPA) magazine's list of Elite Women in Mortgage for 2022. The annual awards, now in their sixth year, celebrate 67 successful women who are taking on gender inequality in leadership by continuously challenging societal expectations.
News: MCTlive! Lock Volume Indices: July 2022 Data
Mortgage and Finance News: (SAN DIEGO, Calif.) MCT®, the leader in capital markets software and services supporting more lenders with hedging and pipeline management solutions than any other single provider, is pleased to present the MCTlive! Lock Volume Indices for July 2022. MCT Data represents a balanced cross section of several hundred lenders among retail, correspondent, wholesale, and consumer direct channels.
News: KROST Announces Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax
Mortgage and Finance News: (LOS ANGELES, Calif.) Los Angeles-based CPA Firm, KROST CPAs and Consultants announced Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax. Knadjian has successfully completed over 200 M&A and Capital Markets transactions worth over $1 billion.
News: Mortgage Banker Magazine Names Curtis Richins on Legends of Lending List
Mortgage and Finance News: (SAN DIEGO, Calif.) Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Curtis Richins, President of MCT, has been selected to Mortgage Banker Magazine's inaugural "Legends of Lending" list. The magazine's inaugural class was compiled to highlight the most talented, ambitious, and legendary individuals who are achieving excellence and making a difference in the mortgage industry.
News: NMP Selects DocMagic Chief eServices Executive Brian D. Pannell for 2022 Most Connected Mortgage Professionals Award
Mortgage and Finance News: (TORRANCE, Calif.) DocMagic, Inc., the premier provider of fully-compliant loan document generation, regulatory compliance, and comprehensive eMortgage services, announced that Brian D. Pannell, the company's chief eServices executive, has been recognized by National Mortgage Professional (NMP) magazine as one of the most connected mortgage professionals within the industry for 2022.