Finance

August 1, 2017

ReverseVision Vice President of Sales and Marketing Wendy Peel Selected to HousingWire 2017 ‘Women of Influence’ List

SAN DIEGO, Calif. — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Wendy Peel, its vice president of sales and marketing, has been named to HousingWire’s 2017 “Women of Influence” list….

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July 28, 2017

LBA Ware Founder Lori Brewer Named to 2017 ‘Elite Women in Mortgage’ by Mortgage Professional America Magazine

MACON, Ga. — LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lending and retail banking, announced that Founder and President Lori Brewer has been honored as one of Mortgage Professional America (MPA) magazine’s 2017 “Elite Women in Mortgage.”…

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July 27, 2017

FormFree’s Ann Fulmer Named a 2017 ‘Elite Woman in Mortgage’ by Mortgage Professional America Magazine

ATHENS, Ga. — FormFree(R) today announced that Chief Strategy and Industry Relations Officer Ann Fulmer is one of Mortgage Professional America (MPA) magazine’s 2017 “Elite Women in Mortgage.” Fulmer, who officially joined FormFree in May but has served the firm in an advisory capacity for several years, was recognized for her significant contributions to FormFree’s staggering growth….

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Mortgage Professional America Names Altavera Mortgage Services’ Jennifer Fountain a 2017 Elite Woman in Mortgage

DENVER, Colo. — Altavera Mortgage Services (Altavera), a Computershare company and leading provider of outsourced residential mortgage origination services, today announced that Senior Vice President of Due Diligence Jennifer Fountain has been named one of Mortgage Professional America’s 2017 Elite Women in Mortgage. Fountain was recognized as a distinguished expert in the areas of credit and underwriting policy, operations, due diligence, management and training….

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Oak Hill Capital Partners to Invest in EPIC Insurance Brokers and Consultants to Support EPIC’s Further Growth & Expansion

SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage, and employee benefits consultant, announced today that private equity firm Oak Hill Capital Partners (Oak Hill) has agreed to acquire all of The Carlyle Group’s stake, giving Oak Hill a controlling equity position in EPIC. Oak Hill’s investment will enable EPIC to continue its aggressive organic growth strategy…

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Simplifile’s Vicki DiPasquale Named One of Mortgage Professional America’s Elite Women in Mortgage

— Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Vice President of Sales Vicki DiPasquale is one of Mortgage Professional America (MPA) magazine’s 2017 Elite Women in Mortgage….

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July 25, 2017

Jeffrey Unalp, CPA Earns Designation for Completing AICPA Not-For-Profit Certificate Program

WALNUT CREEK, Calif. — Unalp CPA Group, Inc. announced today that founder Jeffrey Unalp, CPA, has earned the AICPA badge for completing the Not-For-Profit (NFP) Certificate Program. Unalp CPA outsourced accounting services provide nonprofit clients with compliance, timely reporting and execution of accounting duties….

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July 21, 2017

TRK Connection Promotes Randy Abbey to Chief Technology Officer

SALT LAKE CITY, Utah — TRK Connection, a leading provider of mortgage quality control and origination management solutions, announced it has promoted former Senior Systems Architect Randy Abbey to Chief Technology Officer (CTO). In this new role, Abbey will bring to bear his two decades of SaaS, cloud security and diverse solution development expertise….

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July 20, 2017

EPIC Joins in Authoring Updated American National Standards Institute / American Society of Safety Engineers 2017 Hydrogen Sulfide Safety Training Standard

SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, and a member of the American National Standards Institute / American Society of Safety Engineers (ANSI/ASSE) Z390 Hydrogen Sulfide Training Committee, announced today the approval and upcoming publication of a revised Hydrogen Sulfide Safety Training Standard (ANSI/ASSE Z390.1-2017)….

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July 19, 2017

Mortgage Capital Trading Introduces Bulk Acquisition Manager Secondary Marketing Tape Transfer Technology

SAN FRANSISCO, Calif. — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced at the California Mortgage Bankers Association’s (CMBA) annual Western Secondary Market Conference held in San Francisco, that it has released new secondary marketing technology to improve the industry’s existing loan sale practices. Dubbed Bulk Acquisition Manager(TM) (BAM), the solution automates the process of packaging and transferring bulk loan bids, which benefits investors, lenders and MCT’s team of mortgage loan traders….

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