Finance

November 3, 2017

Mid America Mortgage Launches Digital Mortgage Platform, Partners with NASCAR, Richard Petty Motorsports

DAYTONA BEACH, Fla. — Click n’ Close, a division of Mid America Mortgage, Inc., has entered into official partnership agreements with the sanctioning body, NASCAR, and one of the most iconic race teams in the sport, Richard Petty Motorsports. The collaborations designate Click n’ Close as the “Official Mortgage Provider of NASCAR” in addition to becoming a partner of Richard Petty Motorsports….

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November 2, 2017

Michael Nischan of EPIC to Present on Hidden Risks for Motor Carriers at GMTA Leadership Conference

ATLANTA, Ga. — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Transportation and Logistics Risk Control Vice President Michael Nischan will present at Georgia Motor Trucking Association’s Leadership Conference on Wed., Nov. 8 at 4 p.m. at the Hilton Atlanta/Marietta Hotel and Conference Center in Marietta, Ga….

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November 1, 2017

Thread.Legal – the Missing piece of Microsoft Office 365 for Lawyers

CHARLOTTE, N.C. — If you are a law firm using Microsoft Office 365 and need something extra to complete your document and case management, then Thread is for you. Built in Microsoft Office 365, it gives you a practice management solution with software you already know. Thread is the latest case management software from eXpd8 Ltd, harnessing 30 years’ legal IT industry experience and specifically designed for lawyers and paralegals….

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October 31, 2017

Residual Growth Expert Names November as Say No to Attrition Month

WESTLAKE VILLAGE, Calif. — Residual Growth Expert, a leading ISO business advisory firm, today announced that they are naming November as Say No to Attrition month. Attrition is a major problem for many banks, ISOs and credit card processing companies because rates traditionally go up during the holiday season. By turning their efforts toward retaining their current list of clients during this time of the year, ISOs and other credit card processing companies can combat this trend and enjoy greater financial stability….

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Supreme Lending’s Trey Horton Supports Alabama Communities Through Mortgage Loans and Charitable Contributions

BIRMINGHAM, Ala. — Trey Horton (NMLS # 208824), a loan officer with Supreme Lending’s Birmingham, Alabama branch, is using his knowledge and experience with purchase mortgage loan products including renovation home loans, to help rebuild communities in Alabama. Horton, who is a board member with Grace Klein Community, a nonprofit organization that focuses on providing relief to the poor, the distressed and the underprivileged, has volunteered for the organization for over three years….

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Unalp CPA Group White Paper Comparing Xero, QuickBooks, and Sage Intacct Assists Buyers with Accounting Software Purchase

WALNUT CREEK, Calif. — Unalp CPA Group, Inc. announced today the availability of a white paper comparing popular accounting software solutions Xero, QuickBooks, and Sage Intacct. Unalp’s document ‘Comparing Xero, QuickBooks, and Sage Intacct’ covers pricing, ease of use and more than half a dozen functional areas such as reporting, payroll, and invoicing….

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October 26, 2017

EPIC Attends Worldwide Broker Network Global Conference in Paris and Hosts WBN 2018 Spring Conference

HOUSTON, Texas — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that it is attending the 57th Worldwide Broker Network (WBN) Global Conference on Oct. 25-28, 2017 in Paris, France….

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October 25, 2017

Mortgage Coach Platform to Integrate with Tavant’s AI-Powered Digital Lending Platform for an End-To-End Seamless Experience

IRVINE, Calif. — IRVINE, Calif., Oct. 25, 2017 (SEND2PRESS NEWSWIRE) — Mortgage Coach, a software as service technology provider of the industry leading Total Cost Analysis, today announced an integration between the Mortgage Coach platform and Tavant FinXperience – Retail platform. This integration creates a seamless connection between the two technologies, enabling the direct, automatic transfer of data and information for mutual customers of FinXperience – Retail and Mortgage Coach….

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After 139 Years of Operations as Frenkel and Company, Venerable NY Insurance Broker Elects to Join EPIC

NEW YORK, N.Y. — Frenkel & Company, one of the nation’s most respected full-service independent insurance brokers and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that they have joined forces….

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EPIC’s David McNeil to Present on Emerging Cyber Threats at American Association of Water Distribution and Management Thought Leadership Lab

SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal David McNeil will present at the American Association of Water Distribution and Management (AAWD&M) Ronald W. Seymour Memorial Thought Leadership Lab which will be hosted and live streamed from the Las Vegas Valley Water District on Oct. 26 at 10 a.m. PT….

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