Finance
EPIC’s Brian Tanner, Mary Grandy and Tony Lorber Honored as Risk & Insurance Magazine 2017 ‘Power Brokers’
SACRAMENTO, Calif. — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Principal Brian Tanner, Senior Vice President Mary Grandy and Senior Vice President Tony Lorber have been recognized as 2017 Power Brokers by Risk & Insurance Magazine….
Long-Term Care Leader ACSIA Partners Raises $15,220 to Help ‘Kill the Wicked Witch of Alzheimer’s’
SEATTLE, Wash. — A colorful event brightened a long-term care convention on January 14 at the Sheraton Seattle Hotel. Over 100 participants wore purple capes as “wizards” to help “kill the wicked witch of Alzheimer’s,” the mind-robbing disease that afflicts millions. Their company, ACSIA Partners, is one of America’s largest long-term care insurance agencies….
Qualia Achieves SOC 2 Information Security Certification
SAN FRANCISCO, Calif. — Qualia, the fastest growing provider of title settlement software, announced that it has earned the American Institute of Certified Public Accountants’ (AICPA’s) Service Organization Control 2 (SOC 2) certification after completing an independent audit process with a third-party certified public accounting (CPA) firm….
ARMCO Named One of American’s Top Mortgage Companies to Work for by National Mortgage Professional Magazine
POMPANO BEACH, Fla. — ACES Risk Management (ARMCO), the leading provider of financial quality control and compliance software, announced that it earned a spot on National Mortgage Professional magazine’s (NMP) annual Top 100 Mortgage Employers list for 2017….
ReverseVision’s Jeff Birdsell Named to MPA Hot 100 for Advancing Reverse Mortgage Industry
SAN DIEGO, Calif. — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that Vice President of Professional Services Jeff Birdsell, CMB, has been selected as one of Mortgage Professional America (MPA) magazine’s 2017 Hot 100. Birdsell was recognized for his significant contributions to the reverse mortgage industry over a career that has spanned 25 years….
National Mortgage Professional Magazine Lists Global DMS as a 2017 Top Mortgage Company to Work For
LANSDALE, Pa. — Global DMS, a leading provider of cloud-based compliant valuation management software, announced that it was named to National Mortgage Professional (NMP) magazine’s annual “Top 100 Mortgage Employers” list for 2017….
IDS Updates Borrower Data Collection Fields, Supports MISMO v 3.4 for HMDA Compliance
SALT LAKE CITY, Utah — Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has updated its flagship mortgage doc prep platform idsDoc to include new borrower data collection fields that support compliance with the 2018 changes to Home Mortgage Disclosure Act (HMDA) reporting….
EPIC’s Thomas E. O’Neil Returns to New York as President of EPIC’s Northeast Region
NEW YORK, N.Y. — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Thomas E. O’Neil has been appointed Northeast Region President, relocating to New York City from EPIC’s headquarters in San Francisco….
Quandis Integrates its Court Case Search Solution, QCC, with KMCIS’ CaseAware Case Management System
GRAPEVINE, Texas — MBA National Mortgage Servicing Conference & Exposition — Quandis, Inc., a leading default management mortgage technology provider, announced at the MBA’s yearly servicing conference being held at the Gaylord Texas Hotel that it has seamlessly integrated its court case search solution, dubbed Quandis Court Connect (QCC), with KMC Information Systems, L.C.’s (KMCIS) CaseAware(R) case management system (CMS) for law firms….
Chris Kiley Joins Wholesale Trading in San Francisco
SAN FRANCISCO, Calif. — Wholesale Trading Insurance Services, LLC (WTIS) announced today that industry veteran Chris Kiley has joined the firm as Managing Director/Property Broker. WTIS is a privately-held wholesale insurance broker created and managed by industry veterans whose goal is to better align the business interests of the retail broker, the wholesaler and insurance carriers….