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SAN FRANCISCO, Calif. -- EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, today announced a significant milestone, having become the 15th largest employee benefits broker/consultant in the U.S. In addition, EPIC ranks #11 among the country's fastest growing large group broker/consultants, based on Form 5500 data from the Department of Labor, compiled by business intelligence provider miEdge.
IRVINE, Texas -- LeaseAccelerator announced today that its CEO, Michael Keeler, will participate in a panel at the upcoming Financial Executives International (FEI) New Lease Accounting Standard Conference. Issued earlier this year, the new standards, FASB ASU 2016-02 (or Topic 842) for US GAAP and IFRS 16, will require companies to track virtually all real estate, equipment leases, and leases embedded in service agreements as assets and liabilities on their balance sheets starting as early as 2019.
NEW YORK, N.Y. -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently volunteered a day of service at God's Love We Deliver (GLWD), a New York-based charitable organization.
DENVER, Colo. -- Altavera Mortgage Services (Altavera), the premier provider of third-party residential mortgage origination services, announced today that it will expand its closed-loan file review services beginning in Q3 2016. Closed-loan review, also known as pre-purchase review, is the review and approval of loans prior to investor purchase, or the audit of a loan package prior to purchase by a correspondent buyer or aggregator.
FLAT ROCK, N.C. -- Michael "Mike" Smith, M.B.A., and Certified Health Care Financial Professional (or CHFP), has been named director of finance with Four Seasons Compassion for Life. Smith attributes Four Seasons' leaders for modeling quality personal growth and professional development.
NEWS: (SALT LAKE CITY, Utah) Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it was included in HousingWire magazine's 2016 HW TECH100(TM) list. The company was recognized for its forthcoming eClosing integration with collaborative real estate technology provider and fellow TECH100 winner Pavaso, as well as its recent acquisition by automotive dealership software provider Reynolds and Reynolds.
LITTLE ROCK, Ark. /eNewsChannels/ -- NEWS: Arkansas Mutual Insurance Company announced today that it will be joining Constellation, a mutual holding company, and its family of companies. Arkansas Mutual is a provider of medical professional liability insurance for physicians, located in Little Rock; it will be the third Constellation member company, joining MMIC and UMIA.
ADDISON, Texas /eNewsChannels/ -- NEWS: Mid America Mortgage, Inc. owner and CEO Jeff Bode announced Adam Rieke has joined the organization as director of national TPO lending. Rieke brings an extensive track record of success in the mortgage lending arena. Over the last 23 years, he has built and managed several highly profitable wholesale lending operations.
WEST PALM BEACH, Fla. /eNewsChannels/ -- NEWS: OpenClose, an enterprise-class end-to-end loan origination system (LOS) provider, announced that it has been named to HousingWire magazine's second annual HWTECH 100(TM) list for 2015. HW TECH100 honors the 100 most innovative technology companies serving the U.S. mortgage finance and real estate industries.
TROY, Mich. /eNewsChannels/ -- NEWS: Michigan-based United Wholesale Mortgage, one of the nation's largest and fastest growing wholesale lenders, announced that its president and CEO, Mat Ishbia, will be speaking on a webinar regarding brokers gaining market share in 2015. The webinar will be held March 18, 2015 from 11 a.m. - 12 p.m. PDT (2 - 3 p.m. EDT).
LANSDALE, Pa. /eNewsChannels/ -- NEWS: Global DMS, a leading provider of web-based compliant valuation management software, announced that HousingWire magazine again named the company to its 2015 HW TECH100 list. The list was officially introduced in 2014 and each year seeks to recognize the 100 most innovative technology firms in the U.S. housing economy.
SAN DIEGO, Calif. /eNewsChannels/ -- NEWS: John Button, CEO of leading reverse mortgage software and technology provider ReverseVision, says the Department of Housing and Urban Development's (HUD) decision to delay implementation of its Financial Assessment (FA) rules provides a better opportunity for lenders to get the required technology changes including: ReverseVision's, HUD's and other systems implemented into their processes.
TORRANCE, Calif. /eNewsChannels/ -- NEWS: DocMagic, Inc., the mortgage industry's leader in compliant loan document preparation and driver of complete eMortgage adoption, announced that its entire solution set now adheres to version 3.3 of the Mortgage Industry Standards Maintenance Organization (MISMO) Reference Model.
Edgewood Partners Insurance Center adds Southeast Region Employee Benefits Consultants Joe Salome and Barbara...
ATLANTA, Ga. /eNewsChannels/ -- NEWS: Edgewood Partners Insurance Center (EPIC), a national retail property, casualty insurance brokerage and employee benefits consultant, today announced that Joe Salome and Barbara Scales have joined the firm's Employee Benefits Consulting team in Atlanta.
NEW YORK, N.Y. /eNewsChannels/ -- NEWS: AMA Acquisitions is a private equity firm in New York State that has a credit facility in place to make acquisitions of companies in manufacturing, distributing and other major industries through debt and equity financing. AMA Acquisitions President Zack Ali says you can sell your company in 90 days.
At HFMA Region 11 Symposium Healthcare Insights LLC Introduces New Value Proposition with Hospital...
LIBERTYVILLE, Ill. /eNewsChannels/ -- NEWS: Hundreds of hospital finance executives from Alaska, California, Hawaii, Nevada, Oregon, and Washington are convening in San Diego to discuss critical issues facing hospitals in the Western states. Among the exhibitors at the Healthcare Financial Management Association (HFMA) Region 11 Symposium and Trade Faire will be Healthcare Insights, LLC, in its first trade show appearance since merging with NOMISe, Inc.
POMPANO BEACH, Fla. /eNewsChannels/ -- NEWS: Florida's ARMCO - ACES Risk Management, a leading provider of web-based audit technology for the financial services industry, has announced it has hired seasoned mortgage quality control expert Phil McCall as chief operating officer. McCall brings more than 20 years of experience in quality control, loan origination and underwriting, mortgage fraud, loss and litigation and real estate-based transactions.
Mortgage fulfillment outsource services expert Titan Lenders Corp. Closes General Fulfillment Division
DENVER, Colo. /eNewsChannels/ -- NEWS: Mortgage fulfillment outsource services expert Titan Lenders Corp. today announced it will exit its retail general fulfillment service offering, which includes contract underwriting, closing, funding and post-closing for retail mortgage lenders, effective Jan. 31, 2015.
TROY, Mich. /eNewsChannels/ -- NEWS: United Wholesale Mortgage (UWM), one of the nation's largest and fastest growing wholesale lenders, announced that it launched a product which offers conventional financing on up to 97 percent loan to value (LTV).
DocMagic’s acquisition of Doc-Tech Corp adds industry-leading talent proven to deliver exceptional service
TORRANCE, Calif. /eNewsChannels/ -- NEWS: DocMagic, Inc., a premier provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions, announced today that it has acquired the assets of Doc-Tech Corporation, dba Document Express, a boutique document preparation company known for its exceptional customer service. The acquisition comes on the heels of DocMagic completing the purchase of award-winning eSignSystems in October.
WEST PALM BEACH, Fla. /eNewsChannels/ -- NEWS: OpenClose, an enterprise-class end-to-end loan origination system (LOS) provider, announced that Pacific Union Financial, LLC signed with the company to implement its multi-channel, 100 percent browser-based LOS platform, LenderAssist(TM). The comprehensive solution will automate Pacific Union Financial's wholesale lending functions from start to finish and establish complete data control and visibility over processes.
SALT LAKE CITY, Utah /eNewsChannels/ -- NEWS: North Capital Investment Technology (NCIT) has closed its seed funding round of $1 million, attracting support from major institutional investors including JFO, Karlani Capital and Green Visor Capital.
FOOTHILL RANCH, Calif. /eNewsChannels/ -- NEWS: Quandis, Inc., a leading provider of mortgage servicing software, today announced that it rolled out a website to help address President Obama's New Executive Actions to assist service members, veterans and their families.
SAN FRANCISCO, Calif. /eNewsChannels/ -- NEWS: EPIC Insurance Brokers and Consultants today announced it has acquired Greyling Insurance Brokerage and Risk Consulting, Inc., a specialty insurance broker and risk management consultant based in Atlanta, with locations in St. Louis, and Tampa. The firm will now operate as 'Greyling Insurance Brokerage - a Division of EPIC.'
SAN JOSE, Calif. /eNewsChannels/ -- NEWS: AccuSure today announced the launch of its revolutionary business at DEMO Fall 2014, world-renowned for launching the most innovative companies in mobile, cloud computing, consumer, and social media technologies. (DEMO Booth: B24.)
SAN FRANCISCO, Calif. /eNewsChannels/ -- NEWS: EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, today announced that Crawford McInnis, Brian Tanner and Wilson Long have joined the firm as principals in Birmingham, Ala.
SAN FRANCISCO, Calif. /eNewsChannels/ -- NEWS: EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, today announced that surety executive Sharon Rusconi and her team have joined the firm in Sacramento, Calif. Rusconi's book of business and other assets were purchased by EPIC from Lesron Insurance Agency.
DURANGO, Colo. /eNewsChannels/ -- NEWS: The $30 billion U.S. private line services market has finally entered a period of no growth, says a market analysis study from Insight Research Corp. Private line had always been a growth market for telcos and has been tracked by Insight for more than 18 years showing steadily increasing revenue growth.
TROY, Mich. /eNewsChannels/ -- NEWS: United Wholesale Mortgage (UWM), one of the nation's largest and fastest growing wholesale lenders, announced that it earned a spot on HousingWire's inaugural HW Fast50 list. UWM is referred to on the list as United Shore, which is its parent company. The company's growth was derived almost entirely from UWM's wholesale production.
Christopher Walker, Esq. joins Edgewood Partners Insurance Center, further strengthens national Employer Services Platform
SAN FRANCISCO, Calif. /eNewsChannels/ -- NEWS: Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Christopher Walker, Esq. has joined the firm as Director of Healthcare Compliance and Associate General Counsel, Employee Benefits. Walker will be based in EPIC's San Francisco headquarters and will report to Executive Vice President and General Counsel, Dan Crawford.
SAN FRANCISCO, Calif. /eNewsChannels/ -- NEWS: Edgewood Partners Insurance Center (EPIC), a national retail property, casualty insurance brokerage and employee benefits consultant, today announced that Co-founder and Executive Chairman Dan Francis has elected to leave the firm effective Nov. 1, 2014.
LANSDALE, Pa. /eNewsChannels/ -- NEWS: Global DMS, a leading provider of SaaS compliant valuation management software, today announced that it launched Appraisal Tracking On Mobile (ATOM), an application that arms appraisers with robust functionality, instant access to information, and communication capabilities that facilitates greater productivity in the field.
Edgewood Partners Insurance Center welcomes Bill Cosgrove to further fuel EPIC 2.0 national expansion
SAN FRANCISCO, Calif. /eNewsChannels/ -- NEWS: Edgewood Partners Insurance Center (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that William P. Cosgrove has joined the firm as managing principal and Financial Institutions Practice leader. Cosgrove brings 28 years of insurance industry underwriting, production, marketing, client service, management and executive leadership experience to the firm.
Mortgage Document Volume Indicates Spike in HELOCs in 2014, says International Document Services, Inc.
SALT LAKE CITY, Utah /eNewsChannels/ -- NEWS: According to document volume data from mortgage document preparation vendor International Document Services, Inc. (IDS), home equity lines of credit (HELOCs) have increased significantly among IDS customers in 2014.
SAN FRANCISCO, Calif. /eNewsChannels/ -- NEWS: Wholesale Trading Co-Op Insurance Services, LLC (WTCI) announced today that Sean Shannon has joined the firm's property team as Vice President/Property Broker. WTCI is an independently operated and managed wholesale brokerage firm that collaborates directly with its retail insurance broker members to develop comprehensive placement strategies to better serve clients.
EPIC Insurance Brokers and Consultants welcomes Multinational Placement Specialist Annette Shepherd to its Southeast...
DULUTH, Ga. /eNewsChannels/ -- NEWS: EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits broker, announced today that it has added Annette Shepherd as a Multinational Placement Specialist and Account Executive on their risk management team in the Southeast.
COLUMBIA, Md. /eNewsChannels/ -- NEWS: iFOS Managing Consultants, LLC today announced it has received award notification to provide Administrative, Budget and Program Support Services for anti-violence programs at the United States Department of Justice, Office on Violence Against Women (OVW). The contract is a firm fixed price contract with a five-year performance period.
HUD-insured Home Equity Conversion Mortgage Have Less Risk for Lenders says ReverseVision Board Member,...
SAN DIEGO, Calif. /eNewsChannels/ -- NEWS: According to reverse mortgage expert Jeffrey Taylor, a ReverseVision board member and president of Wendover Consulting, mortgage lenders offering the HUD-insured Home Equity Conversion Mortgage (HECM) will find that originating reverse loans carries fewer risks than traditional mortgages.
TROY, Mich. /eNewsChannels/ -- NEWS: With three year sales growth of 480 percent, Michigan's United Shore ranked No. 1071 on the Inc. 5000 list of fastest growing private companies. United Shore, parent company of top wholesale mortgage lender United Wholesale Mortgage, is revolutionizing lending from a commodity to a service based business.