Finance

October 9, 2017

Rich Eagar of EPIC to Present on Retirement Advisory Practice Team Structures at 2017 PLANADVISER National Conference

ORLANDO, Fla. — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Retirement Consultant Rich Eagar will present at the 2017 PLANADVISER National Conference (PANC) on Thurs., Oct. 12 at the JW Marriot, Grande Lakes in Orlando, Fla….

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October 6, 2017

Leading Education Platform for Stock Market and Forex Traders Live Traders Announces Launch of its Scholarship Program

NEW YORK, N.Y. — Celebrating the breakthrough success of their education and training programs for Stocks, Options and Forex professional traders Live Traders have decided to give back to the financially less fortunate. The educational platform recently celebrated the launch of the Live Traders Scholarship Program where qualified students have a chance to go through the Live Trader training program for free or at dramatically deep discounts….

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October 5, 2017

NAMB Appoints Valerie Saunders as Its New Executive Director

WASHINGTON, D.C. — NAMB, the organization that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, today announced that it has appointed Valerie Saunders as the organization’s new executive director….

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‘Optimal Nonprofit Financial Management through Outsourcing’ by Rocky Davidson, CPA available from Qbix Accounting Solutions

MACON, Ga. — Qbix Accounting Solutions announces a new eBook by Rocky Davidson, CPA. The 8-page eBook, “Optimal Nonprofit Financial Management through Outsourcing” is written for Nonprofit Executive Directors who are looking to improve their accounting function….

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October 4, 2017

EPIC adds Broker-Producer Tim House in Fresno, California Office

FRESNO, Calif. — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Tim House has joined the firm as a Property and Casualty Insurance Broker/Producer in EPIC’s Fresno, California office….

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October 3, 2017

Certified Credit Reporting Joins The Mortgage Collaborative’s Preferred Partner Network

SAN DIEGO, Calif. — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, announced a new preferred partner relationship with national credit information service provider, Certified Credit Reporting. As a result of this new partnership, lender members of The Mortgagee Collaborative will receive discounted pricing on Certified Credit’s suite of credit and verification services….

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Pendo Makes Enhancements to Its Appraisal Review Tool

LEE’S SUMMIT, Mo. — Pendo, a nationwide appraisal management company (AMC), has made enhancements to their Appraisal Review Tool, which is part of their proprietary technology solutions for appraisal management. Pendo’s Appraisal Review Tool assists their quality review team in managing the process of checking each and every appraisal, ensuring reports are accurate, complete and most of all compliant….

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Quandis Adds New Imaging Functionality to its Military Search Service for SCRA Compliance

RANCHO SANTA MARGARITA, Calif. — Quandis, Inc., a leading default management mortgage technology provider, announced that it has added new functionality that allows servicers and default attorneys to more easily manage images of official certificates from the Department of Defense (DoD) to demonstrate proof of compliance for adherence to the Servicemembers Civil Relief Act (SCRA)….

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October 2, 2017

NAMB Rebrands to Better Reflect the Professional Diversity of Its Member Base

WASHINGTON, D.C. — NAMB (formerly National Association of Mortgage Brokers), an association that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, today announced a rebranding that includes a new logo and marketing campaign. NAMB’s new brand identity emphasizes the diversity of its member base, which includes individual loan originators and small and midsize mortgage origination businesses of all kinds-brokers, bankers and correspondent lenders….

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September 28, 2017

Matic Insurance Services and LendingQB Partner to Eliminate Stress, Mortgage Delays Caused by Homeowner’s Insurance

SHERMAN OAKS, Calif. — Matic Insurance Services (Matic), a digital insurance agency that enables borrowers to purchase homeowner’s insurance during the home-buying transaction, today announced a new partnership with LendingQB, a provider of “lean lending” loan origination technology. Matic announced the news as part of a live demonstration at San Francisco’s Digital Mortgage Conference….

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