Finance

March 1, 2018

RoundPoint and Matic Automate Homeowner’s Insurance for Homebuyers, Mortgage Servicing Customers and RoundPoint Employees

SHERMAN OAKS, Calif. — Matic, a digital insurance agency whose technology enables borrowers to purchase homeowner’s insurance during the mortgage transaction, today announced a wide-ranging integration with RoundPoint Mortgage Servicing Corporation, a mortgage loan originator and one of the nation’s largest non-bank mortgage servicing companies. The integration will make Matic’s one-click “get quote” button available to both customers and employees of RoundPoint….

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February 28, 2018

Suzannah Gill of EPIC to Present on Millennial Brokers at Employee Benefit Adviser’s Workplace Benefits

ATLANTA, Ga. — EPIC Insurance Brokers and Consultants (‘EPIC’), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that EPIC Benefits Strategy Consultant Suzannah Gill will present at the Employee Benefit Adviser’s Workplace Benefits Renaissance on March 1, 2018 at 10 a.m. at the Borgata Hotel Casino and Spa in Atlantic City, N.J….

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February 27, 2018

Virginia Startup CounterFlow AI closes $2.7M Seed Round

CHARLOTTESVILLE, Va. — Cybersecurity startup CounterFlow AI, Inc. announced last week that it has raised $2.7 million in seed funding from Osage University Partners, the Charlottesville Angel Network, and a number of individual investors who also supported the founders’ previous venture, nPulse Technologies (acquired by FireEye in 2014)….

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February 26, 2018

Matic Challenges U.S. Mortgage Lenders, Insurers to Help Families Achieve Affordable Housing

SHERMAN OAKS, Calif. — Matic Insurance, a digital insurance agency whose technology enables borrowers to purchase homeowner’s insurance during the mortgage transaction, is calling on mortgage lenders, realtors and insurance providers nationwide to support Housed & Hopeful, a public / private partnership with non-profit Mortgage Professionals Providing Hope (MPPH) that aims to house America’s homeless families….

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EPIC Insurance adds Maurice Edwards, Walter Palmer and their Risk Solutions Team

HOUSTON, Texas — EPIC Insurance Brokers and Consultants (‘EPIC’), a leading retail property and casualty insurance brokerage and employee benefits consultant, announced today the addition of Enterprise Risk Management veteran Maurice (Moe) Edwards, retail Loss Prevention expert Walter Palmer, and their team of Risk Assurance and Asset Protection professionals….

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February 22, 2018

CUMAnet Selects Simplifile Collaboration and Post Closing Services

PROVO, Utah — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, announced that CUMAnet has begun using Simplifile Collaboration and Post Closing services to provide credit union clients with a centralized platform that facilitates the effortless exchange of information with settlement partners. CUMAnet intends to expand usage to facilitate electronic document recording for mortgage satisfactions….

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Bank of Southern California N.A. and Americas United Bank Announce Agreement to Merge

SAN DIEGO, Calif. — Bank of Southern California, N.A. (OTC Pink:BCAL / OTCMKTS:BCAL) and Americas United Bank (OTC Pink:AUNB), today announced the signing of a definitive agreement and plan of merger (the “Agreement”) whereby Americas United Bank will merge with and into Bank of Southern California. The merger is subject to customary closing conditions, including the receipt of all regulatory approvals and the approval of the shareholders of AUB and BCAL, and is expected to close in Q3 2018….

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February 20, 2018

LendingQB Makes FormFree’s Award-Winning AccountChek Asset Verification Part of Its ‘Lean Lending’ Loan Origination Software

ATHENS, Ga. — FormFree today announced the availability of its AccountChek automated asset verification service within LendingQB’s web-based loan origination software (LOS). The integration enables lenders to order AccountChek Asset Reports directly from LendingQB’s verifications dashboard….

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NEXT Mortgage Conference Announces ‘NEXT Who’s Who’ Winners

EDMOND, Okla. — NEXT Mortgage Events LLC, a creator of NEXT, the mortgage technology conference for women, has announced the winners of the inaugural 2018 NEXT Who’s Who list. More than 70 percent of NEXT’s inaugural conference attendees participated by naming up to three attendees….

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Tax Notice Book ‘Now What? I Got a Tax Notice from the IRS. Help!’ released today by SFS Tax Problem Solutions Press

STUART, Fla. — SFS Tax Problem Solutions Press announces the release of “Now What? I Got a Tax Notice from the IRS. Help!” (ISBN: 978-0692997154) by Jeffrey Schneider. “Now What?” is available nationwide today in paperback. It will be published in an eBook edition in March and an audio book edition in June 2018. Schneider defines and deconstructs the scary and confusing letters in a fashion that mixes attention to detail with humor and an intricate clarification of what-is-what in the world of the IRS….

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