Finance
The Mortgage Collaborative Appoints Arthur Prieston, CMB, Chair of Newly Formed Capital Markets Committee
SAN DIEGO, Calif. — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, today announced that industry authority Arthur Prieston has been appointed chair of its newly formed Capital Markets Committee. In this role, Prieston will lead capital market engagements for the group’s lender members….
The Mortgage Collaborative Announces Addition of The Money Source as a Correspondent Investor to Preferred Partner Network
SAN DIEGO, Calif. — The Mortgage Collaborative, the nation’s only independent mortgage cooperative, announced a new partnership with national correspondent investor and mortgage loan servicer, The Money Source. The new relationship with The Money Source adds another best-in-class national correspondent investor to their preferred partner network….
It’s Easier to Plan for Long-Term Care if We Face Our Personal Concerns First, says ACSIA Partners
KIRKLAND, Wash. — Last year the U.S. Department of Health & Human Services issued a report about Americans’ concerns and actions related to long-term care (LTC), also referred to as long-term services and supports (LTSS). “The main takeaway was not the particulars of the responses, in our view,” says Denise Gott, CEO of ACSIA Partners. “It was the fact that participants considered and faced the issues.”…
JenCap Holdings Acquires Special Risks Facilities
NEW YORK, N.Y. — JenCap Holdings LLC announced today that it has agreed to acquire privately held Special Risks Facilities, Inc., an MGA/contract binding authority and wholesale insurance brokerage firm based in Sterling Heights, Michigan with another office in Peoria, Arizona. Special Risks was formed in 1971 and has been led by Jack Klebba and Randy Kaszeta. Messrs….
ARMCO Promotes COO Phil McCall to President
POMPANO BEACH, Fla. — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software ACES Audit Technology(TM), announced that chief operating officer Phil McCall has been promoted to company president. In his new role, McCall will oversee all operations for the company, including the expansion of the company’s award-winning ACES Audit Technology platform….
Pendo Joins Forces with The Mortgage Collaborative to Offer Appraisal Management Services to Organization’s Lender Member Network
LEE’S SUMMIT, Mo. — Pendo, a nationwide appraisal management company (AMC), announced a strategic partnership with The Mortgage Collaborative’s preferred partner network to provide appraisal management services to the organization’s 112 lender members….
IDS Expands eSign Room Customization Capabilities
SALT LAKE CITY, Utah — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has expanded the settings and capabilities of its eSign room within the idsDoc mortgage doc prep platform. These new features enable lenders to create a more seamless and unified eSign experience for borrowers….
Mortgage Capital Trading Taps Industry Capital Markets Veteran Bill Berliner as Director of Analytics
SAN DIEGO, Calif. — Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that it has appointed Bill Berliner to the newly created position of director of analytics. In this role, he will take the lead to develop new products and services, enhance existing solutions, and help expand MCT’s footprint as the preeminent industry-leader in secondary marketing capabilities for lender clients….
Dallas Business Journal Names The Cooksey Team to ‘2017 Best Places to Work’
DALLAS, Texas — The Cooksey Team, a top producing retail branch of Mid America Mortgage, Inc., announced today it has been recognized by Dallas Business Journal as one of its “2017 Best Places to Work” in the Dallas-Fort Worth area. More than 500 companies submitted nominations, and only 100 companies were honored….
Two EPIC Insurance Consultants Recognized Among the 30 Most Influential Women in Benefit Advising
MAHWAH, N.J. — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Susan L. Combs and Senior Vice President Suzanne McGarey have been recognized among Employee Benefit Adviser’s “2017 Most Influential Women in Benefit Advising.”…