Finance

May 22, 2017

EPIC Insurance adds Broker/Producer Nick Pedisich

CONCORD, Calif. — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Nick Pedisich has joined the firm as a Transportation Industry-focused insurance broker/producer….

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May 19, 2017

Jordan & Jordan Announces Separation from John Powter Insurance Agency

ADDISON, Texas — Linda Jordan ended her business partnership with Powter Insurance, and launched Product Liability Specialty, LLC doing business as Jordan and Jordan Insurance Group. This structural change will have little to no impact on daily business operations with the agency. Any correspondence and checks will continue to bear the Jordan & Jordan name, as they always have….

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IDS Receives Certification from Fannie Mae, Freddie Mac for Its UCD XML File

SALT LAKE CITY, Utah — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced its Uniform Closing Dataset (UCD) XML file has been certified to meet all UCD requirements by both Fannie Mae and Freddie Mac ahead of the GSE’s September 25 deadline for UCD delivery. To have its UCD XML file certified by the GSEs, IDS underwent an extensive testing process to ensure the dataset was delivered in a GSE-acceptable format….

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May 17, 2017

Pacific Sunbelt Mortgage Reports Stellar Customer Satisfaction Results

RIVERSIDE, Calif. — Pacific Sunbelt Mortgage, a division of Finance of America Mortgage, announced today the findings from its Q4 2016 customer satisfaction surveys. Pacific Sunbelt Mortgage is a long-time lender within the home building and REALTOR industry. The latest survey results included 138 responses with an overall average score of 92.9 percent for the lender….

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May 16, 2017

DocMagic’s Total eClose Solution Facilitates First State Sponsored eClosing in North Carolina

TORRANCE, Calif. — DocMagic, Inc., the mortgage industry’s leading provider of document production, automated compliance and comprehensive eMortgage services, announced that it completed North Carolina’s first 100 percent paperless eClosing. The DocMagic-driven eClosing was completed on Friday, May 5th at North State Bank and was carried out in the presence of borrowers Jason and Karen Boccardi, the North Carolina Secretary of State, a closing paralegal, an eNotary, and members of the media who documented the historical event….

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AccountChek by FormFree Automates Asset Verification for Users of Black Knight Financial Services’ LoanSphere Empower Loan Origination System

ATLANTA, Ga. — FormFree(R) today announced the direct integration of its AccountChek(R) automated asset verification service with the LoanSphere(R) Empower(R) loan origination system (LOS) offered by Black Knight Financial Services, a leading provider of integrated technology, data and analytics to the mortgage and real estate industries….

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EPIC Insurance adds Reba Mathew, Pharm.D., R.Ph to Employee Benefits Consulting Pharmacy Practice

HOUSTON, Texas — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Reba Mathew Pharm.D., R.Ph has joined the firm’s Employee Benefits Consulting Practice as Pharmacy Practice Director….

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May 15, 2017

William Reyes Joins Wholesale Trading Insurance Services in San Francisco

SAN FRANCISCO, Calif. — Wholesale Trading Insurance Services, LLC (WTIS) announced today that industry veteran William Reyes has joined the firm as Director/Casualty Broker in Laguna Niguel, Calif.; he will work in conjunction with the firm’s principal office in San Francisco….

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May 9, 2017

The Mortgage Collaborative Welcomes LaNette Holley as Director of Strategic Initiatives

SAN DIEGO, Calif. — The Mortgage Collaborative (TMC), the nation’s only independent mortgage cooperative, announced the hiring of LaNette Holley as their Director of Strategic Initiatives. Holley comes to The Mortgage Collaborative with over 25 years of experience in the area of mortgage lending….

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DocMagic and BeSmartee Integrate, Creating a Fast, Fully Digital Application Process for Borrowers

TORRANCE, Calif. — DocMagic, Inc., the mortgage industry’s leading provider of document production, automated compliance and comprehensive eMortgage services, announced that it completed an integration with BeSmartee, a leader in mortgage automation technology….

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