Tag: California Business
News: ReverseVision Hires Industry Veteran Steve Butler as Director of Business Development
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.
News: KJ Stephens Joins EPIC – Further Expands EPIC’s Employee Benefits Practice
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.
News: Trust Lending Leveraging ReverseVision Platform to Grow Reverse Mortgage Wholesale Business
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.
News: EPIC Acquires Oversea Insurance Agency – Continues Expansion of its Specialty Offerings
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.
News: Mortgage Coach promotes Jacob Gibbs to VP, Technology and Shannon Baldwin to VP, Marketing
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.
News: EPIC and DIATOMS, Inc. Create Exclusive Partnership
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).
News: DocMagic Officially Launches eDecision™, Fully Automating and Perfecting Digital Closing Eligibility
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.
News: PROGRESS in Lending Recognizes DocMagic’s Director of Product Development Michael Morford with 2021 Tech Thought Leader Award
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.
News: Galway Holdings Acquires Simatree
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.
News: Mortgage Professional America Honors Lori Johnson of DocMagic with 2021 Elite Women in Mortgage Award
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).
News: Lender Price and Blend Integrate to Enhance User Experience for Digital Lending Processes
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.
News: The Orange County Register Names CDF One of Orange County’s Top Workplaces for Third Year in a Row
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.
News: DocMagic’s Chief Compliance Officer Wins Top 40 Under 40 Most Influential Mortgage Professionals Award
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.
News: Mortgage Coach president Joe Puthur lauded as National Mortgage Professional 2021 40 Under 40 honoree
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.
News: Certa Partners with Comply Exchange, Digitizes Third Party Tax Journey
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.
News: BUG-A-SALT Pursues Canadian Retailer Selling Knock-Off Product
Mortgage and Finance News: (SANTA MONICA, Calif.) Skell, Inc. (dba Bug-A-Salt) filed a lawsuit on Sept. 13, 2021, against Uncle Weiner's Wholesale, a chain of stores in Canada operated by Indigo Wholesale, Inc., according to Bug-A-Salt's attorney, Liat Cohen, Esq. The claim is for relief against the defendants who have, according to Cohen, interfered with Bug-A-Salt's intellectual property rights
News: MCT Launches Dynamic Learning Center to Empower Lender Growth and Profitability
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 the debut of its new Learning Center, a one-stop educational content database for each stage of growth of a mortgage lender in the secondary market.
News: Mortgage Coach announces integration with ICE Mortgage Technology enabling lenders to deliver accurate loan comparisons
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 advanced integration with ICE Mortgage Technology™, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology and market infrastructure.
News: Mortgage Coach executive Kelli Hodges honored with National Mortgage Professional’s 2021 Mortgage Lending’s Women of Inspiration 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 chief operations officer (COO) Kelli Hodges has been named a 2021 Mortgage Lending's Women of Inspiration award recipient by National Mortgage Professional Magazine.
News: Mortgage Coach integration with First American Title empowers consumers with greater insight into title fees during the loan selection process
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 its integration with First American Title Insurance Company, a leading provider of title insurance and settlement services and the largest subsidiary of First American Financial Corporation (NYSE: FAF).
News: ReverseVision Adds Two New Hires to Support Expansion of Functional Areas and Corporate Infrastructure
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 Eric Samuelson as vice president of finance and Andres Ochoa as systems administrator. The two positions will play key roles in optimizing internal functions and prepping the company to scale.
News: David McNeil Receives Broker of the Year Award
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 Risk Management Consultant David McNeil has been selected as 2021 Broker of the Year by The California Association of Mutual Water Companies - Joint Powers Risk & Insurance Management Authority (CalMutuals-JPRIMA).
News: Nomis Solutions Announces Strategic Collaboration with J.D. Power to Deliver Enhanced Automotive Finance Pricing Strategies to Financial Institutions
Mortgage and Finance News: (SAN FRANCISCO, Calif.) Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced it has formed a strategic collaboration with J.D. Power, a global leader in data analytics and consumer intelligence, to deliver enhanced automotive financing price optimization to financial institutions throughout the United States and Canada.
News: TMC Emerging Technology Fund LP Invests in Clever Real Estate
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 Series B investment round for Clever Real Estate. Clever offers free educational resources - including expert advice, reviews and guides - to help consumers navigate their real estate journey.
News: NotaryCam resumes ‘Help a Hero’ initiative, offering complimentary Online Virtual Notary services for current, retired military members for Veterans Day
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 once again offer free remote online notarization (RON) sessions to United States veterans and current service members.
News: Crawford McInnis Named Chief Sales Officer – Appointment will Lead EPIC to Next Level of Sales Excellence
Mortgage and Finance News: (SAN FRANCISCO, Calif.) EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Crawford McInnis has been named Chief Sales Officer, reporting to Philip Moyles, Chief Growth Officer.
News: ReverseVision Appoints Industry Veteran Bill Mitchell Chief Revenue Officer
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 has hired Bill Mitchell as chief revenue officer (CRO).
News: Inspire Escrow Services Launches as All-New Trusted, Safe and Efficient Escrow Company in the Inland Empire
Mortgage and Finance News: (ONTARIO, Calif.) Inspire Escrow Services has launched as an all-new trusted, safe and efficient escrow business serving the Inland Empire region, the Ontario, California-based company placing high value on security and quality while ensuring all transactions are successful and convenient for every client.
News: CDF’s California Labor and Employment Law Blog Listed 7th on Feedspot’s ‘Top 40 California Law Blogs and Websites’
Mortgage and Finance News: (IRVINE, Calif.) CDF Labor Law LLP (CDF), a California-based labor, employment and business immigration defense law firm, proudly announces its California Labor & Employment Law Blog ("blog") has been ranked 7th on Feedspot's recent list of the "Top 40 California Law Blogs and Websites."
News: TMC Emerging Technology Fund LP to Host TMC Mortgage Tech Day
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") will host TMC Mortgage Tech Day on March 19, 2022, in conjunction with TMC's Winter Conference at the Fontainebleau Miami Beach.