Finance
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….
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….
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….
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….
Coalition for Responsible Community Development Expands Executive Leadership Team
LOS ANGELES, Calif. — The Coalition for Responsible Community Development (CRCD), a South LA based non-profit serving the community through youth, workforce and economic development initiatives, is proud to announce the addition of two members to their executive leadership team, Chief Operating Officer Angela LoBue and Chief Real Estate and Economic Development Officer Alejandro Martinez. The increase in senior staff will allow CRCD to develop new programs and initiatives while expanding their footprint….
The Mortgage Collaborative Notches 20 Percent Growth in Lender Membership since Q1
SAN DIEGO, Calif. — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, today announced that they have reached another milestone, adding 20 new lender members since their August summer conference in Nashville. This brings the Collaborative’s membership total to 120 and an annual aggregate origination volume of $210 Billion….
Rocky Davidson, CPA, is First to Receive AICPA Client Accounting Advisory Services Certification
MACON, Ga. — Qbix Accounting Solutions announced today that Rocky Davidson is the first professional to complete and receive certification from the AICPA in Client Accounting Advisory Services. Qbix Accounting Solutions provides client accounting advisory services to nonprofit organizations, often referred to as outsourced accounting services….
ARMCO Launches ACES Automated Document Manager, which Uses Robotic Process Automation to Help Lenders Lower Gross Defects
POMPANO BEACH, Fla. — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, has announced that it has launched ACES Automated Document Manager (ADM), a new technology that uses robotic process automation to automate the core activities lenders undertake to reduce gross loan defects. ARMCO will be demonstrating ADM, which is available through ARMCO’s ACES Audit Technology(TM) and as a stand-alone product, by appointment at MBA’s Annual Convention and Expo 2017 in Denver, Colorado….
FormFree Delivers Combined Income, Asset and Employment Report for Fannie Mae’s Single Source Validation Pilot
ATHENS, Ga. — FormFree(R) today announced that it has entered into a pilot with Fannie Mae that could allow mortgage lenders to validate borrower income, asset and employment data through a single report as early as 2018….
31 Jurisdictions Across Eastern U.S. Join Simplifile E-recording Network
PROVO, Utah — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that 31 additional recording jurisdictions throughout the Northeast, Southeast and Mid-Atlantic have signed on to Simplifile’s e-recording platform….