Finance

January 24, 2018

DocMagic Reaches 300 Million Mortgage eSignings as More Borrowers Opt for eSigning and More Lenders Require Proof of TRID Compliance

TORRANCE, Calif. — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that it has processed more than 300 million mortgage-related electronic signatures….

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Bank of Southern California N.A. announces new SBA and Commercial Real Estate Lending Group Led by Steve Pollett

SAN DIEGO, Calif. — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), announced that Steve Pollett has joined the company as SVP, SBA and Commercial Real Estate Lending Group Manager. With more than 30 years’ experience in SBA and Commercial Real Estate lending, Pollett will be responsible for leading a team to provide financing to small and medium-sized businesses throughout the Southern California region….

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January 23, 2018

iEmergent Joins The Mortgage Collaborative’s Preferred Partner Network

SAN DIEGO, Calif. — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, today announced the addition of forecasting and analytics firm iEmergent to its Preferred Partner network. iEmergent offers TMC members market-based forecasts that can drill down into communities, making the intelligence relevant to both high-level strategic issues and specific market challenges….

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Paragon Insurance Holdings LLC Names Andrew Petersen as Regional President and EVP of Reinsurance Operations

AVON, Conn. — Paragon Insurance Holdings, LLC (“Paragon”), a national multi-line specialty MGA, today announced the addition of Andrew Petersen to the Paragon executive management team as Regional President and EVP of Reinsurance Operations. Petersen will report to Ron Ganiats, Paragon’s CEO….

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January 22, 2018

EPIC Insurance Adds Philip Westphal in Sacramento, Calif.

SACRAMENTO, Calif. — EPIC Insurance Brokers and Consultants (‘EPIC’) announced today that risk management and insurance professional Philip Westphal has joined the firm’s commercial property/casualty team in Sacramento, Calif. as a Risk Advisor/Broker in EPIC’s Healthcare Practice. Westphal will report to Managing Principal and Healthcare Practice Co-leader, Tom McCready….

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January 19, 2018

FormFree Celebrates Its Tenth Year of Operations with Broader Investor Acceptance, New Products and Features for Lenders

ATHENS, Ga. — The last 24 months have seen aggressive growth and milestone achievements for automated verification provider FormFree — and now the fintech company is setting its sights on achieving even greater market penetration in 2018 thanks to broader investor acceptance and new products and features designed to meet lenders’ unique needs….

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Kathy Gonzales Named Senior Vice President, Director of Branch Banking for Bank of Southern California N.A.

SAN DIEGO, Calif. — Bank of Southern California, N.A. (OTC Pink:BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has appointed Kathy Gonzales as Senior Vice President, Director of Branch Banking. She will be responsible for supporting the Bank’s commitment to the customer experience by deepening customer relationships, and identifying opportunities to increase the bank’s market share….

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January 18, 2018

MQMR Announces Internal Audit Services Compliant with Fannie Mae Seller/Servicer December 19 Update

LOS ANGELES, Calif. — Mortgage Quality Management and Research, LLC (MQMR), a leader in mortgage risk management and compliance services, today announced that its Internal Audit services offering meets or exceeds the requirements for Fannie Mae seller/servicers to be in compliance with the December 19, 2017 Fannie Mae Selling Guide Announcement SEL-2017-10 update….

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Chartered Retirement Planning Counselor Shares How to Avoid Living in Your Kid’s Basement When You Retire

WASHINGTON, D.C. — In his compact new book, “The Mindset of Retirement Success: 7 Winning Strategies to Change Your Life” (ISBN: 978-0999641408), Chartered Retirement Planning Counselor Rodger Alan Friedman, delivers blunt advice to anyone who has been putting off retirement planning….

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January 16, 2018

Mortgage Capital Trading COO Phil Rasori Scheduled to Speak at the Independent Mortgage Bankers Conference

SAN DIEGO, Calif. — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing software firm, announced that its COO, Phil Rasori, will be speaking on a panel session at the MBA’s 2018 Independent Mortgage Bankers Conference on Wednesday, January 24, 2018 being held at the Ritz-Carlton in Fernandina Beach, Florida….

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