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Archive | Banking and Finance

Massey Consulting announces their 2014 ‘Make Your Beans Count’ series webinar schedule for CPAs and CPA Firms

RALEIGH, N.C., April 22, 2014 (SEND2PRESS NEWSWIRE) — Massey Consulting, a North Carolina-based accounting software reseller, is pleased to announce the release of their 2014 webinar schedule for CPAs and CPA Firms, entitled ‘Make Your Beans Count.’ This webinar series is designed to present a variety of educational topics for CPAs.

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EPIC names Michael Gonthier as new Chief Financial Officer

SAN FRANCISCO, Calif., April 14, 2014 (SEND2PRESS NEWSWIRE) — EPIC (Edgewood Partners Insurance Center), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Michael Gonthier has joined the firm as Chief Financial Officer. EPIC’s current CFO, Elaine Andrian, will now focus on merger and acquisition strategy and diligence as the firm continues to expand nationally.

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Titan Capital Solutions Adds Overnight Pricing Protection, Scenario Help Desk to Jumbo Correspondent Lending Program

DENVER, Colo., April 2, 2014 (SEND2PRESS NEWSWIRE) — Titan Capital Solutions (TCS), a wholly-owned correspondent investment subsidiary of mortgage outsource services provider Titan Lenders Corp., announced it has added an overnight pricing protection policy and a scenario help desk to its jumbo correspondent program. To bolster its commitment to customer service, TCS stands behind a two to three day turn time for both underwriting and purchase review to improve its sellers’ performance.

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The Compliance Group Offers Subservicer Monitoring for Mortgage Bankers, Community Banks and Credit Unions

CARLSBAD, Calif., April 2, 2014 (SEND2PRESS NEWSWIRE) — Leading mortgage compliance services provider The Compliance Group, Inc. (TCG) is now offering subservicer monitoring services for mortgage bankers and the mortgage lending servicing operations of community banks and credits unions.

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Global DMS Integrates eTrac With CoreLogic Enterprise Lending Platform to Create More Seamless Appraisal Process

LANSDALE, Pa., April 1, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, a leading provider of Web-based compliant valuation management software, announced that its eTrac Enterprise platform has been integrated with the CoreLogic(R) ChannelMaster(R) Enterprise Lending Solution (ELS). The integration allows ChannelMaster users to compliantly order and process appraisals, attain real-time status updates, establish transparency and control, and return completed appraisal files directly from the ChannelMaster platform.

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MCT Adds Four Business Development Positions to Continue Expansion

SAN DIEGO, Calif., March 25, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging and risk management services, announced that it added four newly created positions in order to provide unsurpassed service levels of sales support and guidance to lenders.

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IDS, MortgageFlex Develop Blind Mortgage Doc Prep-LOS Integration

SALT LAKE CITY, Utah, March 19, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) and MortgageFlex Systems, an established technology provider of mortgage loan software, announced the development of a joint ‘lights out’ interface between IDS’s flagship mortgage document preparation system idsDoc and MortgageFlex’s LoanQuest loan origination system (LOS).

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OpenClose End-to-End LOS Automates All Lending Processes for Sabadell United Bank, N.A., Achieves Stellar Results

LOS ANGELES, Calif., March 18, 2014 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class end-to-end loan origination system (LOS) provider, announced at the MBA’s National Technology Conference that Florida-based Sabadell United Bank, N.A. has realized superior results along with supporting metrics since implementing its multi-channel lending automation platform.

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IDS Realigns Sales Territories to Allow for More Specialized Focus on Mortgage Doc Prep Clients and Prospects

SALT LAKE CITY, Utah, March 18, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announced it has realigned its sales territories to provide more specialized and focused service to clients and prospects.

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The Compliance Group Expands in Illinois – Federal, State and Local Oversight Creates Complex Regulatory Environment for Mortgage Lenders and Servicers

CHICAGO, Ill., March 18, 2014 (SEND2PRESS NEWSWIRE) — Leading mortgage compliance services provider The Compliance Group, Inc. (TCG), is pleased to announce its expanded presence in Illinois in response to significant Federal, state and local regulatory oversight affecting mortgage lenders and mortgage servicers in the state.

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Quandis Adds to PACER Integration with KMCIS CaseAware Application

ST. LOUIS, Mo., March 12, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management technology solutions, announced at the 6th Annual CaseAware(R) Users Conference in St. Louis, Mo., that it has added new functionality to its existing bankruptcy search interface with KMC Information Systems, L.C.’s (KMCIS) CaseAware application.

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360 Mortgage Group Enters Reverse Mortgage Lending with ReverseVision Loan Origination System (RLOS)

SAN DIEGO, Calif., March 11, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, Inc. is pleased to announce that 360 Mortgage Group LLC (360 Mortgage Group), a privately-owned mortgage banker with a primary focus on third-party origination, has joined the growing ranks of reverse mortgage lenders and will be using ReverseVision’s reverse loan origination system, RV Exchange.

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HousingWire Magazine Designates OpenClose to its Inaugural HW TECH100(TM) List

PALM BEACH, Fla., March 11, 2014 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class end-to-end loan origination system (LOS) provider, announced that it has been named to HousingWire magazine’s new HWTECH 100(TM) list. OpenClose is among twenty three companies recognized in the lending category of the Top 100 Innovative Technology Vendors list.

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ReverseVision Adds Mark Johnson as Customer Support Manager, Moves Joseph Rinner to Product Manager

SAN DIEGO, Calif., March 6, 2014 (SEND2PRESS NEWSWIRE) — ReverseVision, the leading software and technology provider for the reverse mortgage industry, is pleased to announce that industry expert Mark Johnson has joined our team in the role of Customer Service Manager. Johnson, who brings more than twenty years of reverse mortgage expertise, replaces Joseph Rinner who has moved into the role of Product Manager.

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Global DMS Named to HousingWire Magazine’s Inaugural HW TECH100 List

LANSDALE, Pa., March 6, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, the leading provider of Web-based compliant valuation management software, announced that HousingWire magazine designated the company to its new HW TECH100(TM) list. The list honors the 100 most innovative technology firms in the U.S. housing economy. Global DMS is one of only six companies to be recognized in the valuations category.

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Titan Capital Solutions Signs 65 Correspondent Jumbo Lending Clients in 2013

DENVER, Colo., Feb. 26, 2014 (SEND2PRESS NEWSWIRE) — Titan Capital Solutions (TCS), a wholly-owned correspondent lending subsidiary of mortgage outsource services provider Titan Lenders Corp., announced it has achieved significant growth in 2013, signing on 65 clients in its first full year of operations.

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IDS Mortgage Document Preparation System Now Fully Supports E-Signatures for FHA Documents

SALT LAKE CITY, Utah, Feb. 26, 2014 (SEND2PRESS NEWSWIRE) — Mortgage document preparation vendor International Document Services, Inc. (IDS) announced its flagship doc prep system idsDoc is fully capable of supporting electronic signatures for Federal Housing Administration (FHA) documents. The FHA announced on Jan. 30 that it would accept e-signatures on documents associated with FHA-insured loans.

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Phil Rasori of MCT to Participate in CMLA Session on Washington Lending Legislation

SAN DIEGO, Calif., Feb. 25, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging and risk management services, announced that its COO, Phil Rasori, will share his insight on an upcoming panel assembled by the Community Mortgage Lenders of America (CMLA), which is designed to address legislative issues and trending that will impact mortgage lending in 2014.

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Home Owners Now Can Build the Loan They Want with Shore Mortgage ‘Flex Term’

TROY, Mich., Feb. 25, 2014 (SEND2PRESS NEWSWIRE) — Right now, loan officers at Shore Mortgage – one of a select group of home lenders operating in all 50 states – are counseling clients on a new mortgage option that allows home owners to customize both the length of the loan and the payment like never before imagined.

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Forsythe Appraisals Successfully Utilizing Global DMS’ eTrac Platform for Appraisals

LANSDALE, Pa., Feb. 25, 2014 (SEND2PRESS NEWSWIRE) — Global DMS, the leading provider of Web-based compliant valuation management software, announced that Forsythe Appraisals, LLC, the largest independent provider of residential real estate appraisals in the United States, is leveraging the eTrac Enterprise platform to manage appraisal ordering, tracking and review for all of its branch offices covering 40 major metropolitan areas across the country.

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United Wholesale Mortgage Goes Mobile, Rolls Out Robust iPhone and Android Applications for Brokers

TROY, Mich., Feb. 21, 2014 (SEND2PRESS NEWSWIRE) — United Wholesale Mortgage (UWM), the nation’s largest wholesale lender, announced that it developed and launched a proprietary mobile application for its broker community. The application arms brokers with robust functionality and easy access to loan information while in the field.

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Quandis Enhances Solution to Identify Borrower Bankruptcies

ORLANDO, Fla., Feb. 19, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management technology solutions, announced at the Mortgage Bankers Association’s National Servicing Conference and Exposition in Orlando, Florida that it made significant enhancements to its automated searches of PACER (Public Access to Court Electronic Records), the United States Courts bankruptcy locater system.

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OpenClose Successfully Implements QM and ATR Rules, Clients Laud Automation

PALM BEACH, Fla., Feb. 14, 2014 (SEND2PRESS NEWSWIRE) — OpenClose, an enterprise-class end-to-end loan origination system (LOS) provider, today announced that is has implemented the functionality necessary for lenders to adhere to the Consumer Financial Protection Bureau’s (CFPB) new Qualified Mortgage (QM) and Ability-to-Replay (ATR) rules. The company’s client base is successfully processing QM loans.

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MCT’s COO Phil Rasori to Speak at Eastern Secondary Market Conference

SAN DIEGO, Calif., Feb. 5, 2014 (SEND2PRESS NEWSWIRE) — MCT Trading, Inc. (MCT), a recognized leader in mortgage pipeline hedging and risk management services, today announced that its COO, Phil Rasori, is scheduled to present at the 11th Annual Eastern Secondary Market Conference.

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United Wholesale Mortgage Launches UWM Track, an Innovative Communication Tool for Brokers and REALTORS

TROY, Mich., Feb. 5, 2014 (SEND2PRESS NEWSWIRE) — United Wholesale Mortgage (UWM), the nation’s largest wholesale lender, today announced that it rolled out UWM Track, which assists brokers in providing current status on loans to REALTORS(R). The efficiency and visibility the solution offers eliminates communication issues and facilitates the broker’s ability to forge stronger relationships with REALTORS(R), thus increasing business.

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Halo Companies, Inc. Taps Titan Lenders Corp. for Secure REO Collateral/Document Custody

DENVER, Colo., Feb. 4, 2014 (SEND2PRESS NEWSWIRE) — Mortgage fulfillment outsource services expert Titan Lenders Corp. (Titan) announced it has been selected by nationwide distressed asset firm Halo Companies, Inc. (OTCQB: HALN), to retain custody of documents and collateral related to distressed asset purchases for its clients.

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Healthcare INSIGHTS(R) Named KLAS #1 Budgeting Software Three Years in a Row

LIBERTYVILLE, Ill., Feb. 4, 2014 (SEND2PRESS NEWSWIRE) — For the third consecutive year, Healthcare Insights, LLC (HCI), a leading provider of financial management and decision-support solutions for the healthcare industry, has earned a #1 spot in the Best in KLAS Awards: Software and Services, Market Segment Category, Budgeting.

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Quandis Introduces Change Management Solution for Business Users

FOOTHILL RANCH, Calif., Jan. 31, 2014 (SEND2PRESS NEWSWIRE) — Quandis, Inc., a leading provider of default management technology solutions, announced it developed Custom Form Builder, a tool that empowers business people with the ability to easily and quickly make changes to complex workflow-driven Web forms. The solution exponentially reduces development time frames and costs for organizations.

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