The Stewart Advantage

The Path to More Business

Stewart is here to offer tools and knowledge that grow your business by creating strong customer relationships. Our goal is to help you earn one more transaction with every closing.

This Way to Growth

The Stewart Advantage pathway is designed to help you leverage technology and time with an emphasis on creating more opportunities for you to accomplish your goals.

By embarking on this path together, we can generate new business for you by using tested, effective tactics.

Discovery

Determine what you want from your business to focus your tactics.

▶ Define goals

▶ Understand business model

▶ Identify greatest need

Marketing Automation

Let your computer do the marketing work, so you can focus on your customers.

▶ Limit repetitive tasks

▶ Track results

▶ Create consistency for your audience

Referral Survey

A crucial post-closing touchpoint that turns one lead into many more.

▶ Personalized survey at signing

▶ Never forget to ask for a referral again

▶ Leverage every closing Forever Farm

AI-Driven Marketing

Tools that make impactful marketing materials a snap to produce.

▶ Learn ChatGPT ™ and Canva®

▶ Leverage the power of Al in marketing

▶ Drive better results with proven methods

▶ Hot movers

▶ 72% accuracy

Level up your clients’ prospecting.

▶ Likely to move in 18-24 months

Web Presence

Now it’s time to evaluate your online presence so that leads can find you.

▶ The search behavior of real estate clients

▶ The importance of search engine optimization (SEO)

▶ Ways to utilize SEO effectively

▶ Techniques to convert leads into meaningful conversations

The Stewart Advantage

Stewart is here to offer tools and knowledge that grow your business by creating strong customer relationships. Our goal is to help you earn one more transaction with every closing.

Discovery

The first step in the path to more business is to determine what you want from your business to focus your tactics.

X Define your business goals

X Describe your business model

X Identify your greatest need

Forever Farm

With your business goals determined, you will need to harvest clients. Stewart’s Forever Farm tool can help level up your client prospecting.

Stewart’s Forever Farm is a modern way of cultivating leads using innovative technology with huge advantages over traditional “spreadsheet” methods. A multifaceted platform that uses multiple data points, Forever Farm gives you everything you need to know about your farming areas and more.

Watch our presentation to discover:

X 72% accuracy rate

X Likely movers in 18-24 months list

X Details on U.S. properties

X Most profitable farms

X Turnover rates

X Hot selling zones and likely movers

X Premium data like phone numbers, emails, marriages, divorces, deaths, and births

Web Presence

Now it’s time to evaluate your online presence so that leads can find you. Is your online presence impacting your business negatively? Can prospects find your page easily? The internet has revolutionized how individuals discover and research your business, as well as how you explore and research them. Understanding this can ensure potential clients find you online, and you find their listings. Attending our Web Presence strategy course will help you learn:

X The search behavior of real estate clients

X The importance of search engine optimization (SEO)

X Ways to utilize SEO effectively

X Techniques to convert leads into meaningful conversations

Presented by: Business Strategists | Stewart Title

Learn more: stewart.com/pugetsoundweb

Marketing Automation

Once you connect with your leads using Forever Farms, you’ll need marketing automation to manage all the details. Let your computer do the marketing work so you can concentrate on your customers. We’ll show you how to:

X Limit repetitive tasks

X Track results

X Create a consistent experience for your audience

From traditional flyers and postcards to innovative specialty products, Stewart Marketing Center, powered by Bear Printing, can be your single source for all the marketing materials you need to sell your listings and yourself. The platform integrates into your farming tools, providing a seamless experience for targeted marketing that can be shared on any social media platform by you. See page 10 to learn more about the Stewart Marketing Center.

AI-Driven Marketing

As you identify clients, you will need impactful marketing, you will need impactful marketing that engages them and encourages them to act. Stewart has learning courses on AI-driven marketing tools that automate your messaging and make impactful materials a snap to produce. Our classes show you how to leverage the power of marketing, using proven methods to drive better results. Read on to learn more about each of our available courses.

ChatGPT I: Introduction

stewart.com/edu.

Canva I: Introduction to Canva

Unlock the full potential of Canva with our tailored course designed exclusively for real estate professionals. In this beginner-friendly class, you’ll dive into the world of Canva and discover how it can revolutionize your real estate marketing efforts. From crafting eyecatching property listings to designing attention-grabbing promotional materials, you’ll gain direct experience with the essential tools and techniques that will set you apart in the competitive market.

Take this class and you’ll learn:

X Canva basics and navigation

X How to create flyers, postcards and generate QR codes

X An introduction to social media marketing

X The four Ps in real estate marketing

Canva II: Social Media Success

Take your real estate marketing to the next level with our Canva Part Two course, tailored for experienced Canva users eager to harness its power for social media success. Uncover insider secrets to effortlessly plan and schedule captivating content, freeing up your time for other crucial tasks. Dive into the world of Magic AI where you’ll transform raw video and photos into compelling content that will leave an impression on your audience.

Take this class and you’ll learn:

X Social media content planning (set and forget)

X How to use Magic AI to create instant reels in 90 seconds – Best practices for reels and video content

X Easily editing photos with one click

X How to create your own customized website

Charges apply in accordance with RCW 48.29.210

Step into our immersive class, where we demystify the world of AI-powered chatbots. Join us in uncovering the extraordinary capabilities of Chat GPT, its seamless integration into your existing real estate platforms, and the remarkable benefits it brings to your business. Register now and embrace the future of real estate interactions.

Take this class and you’ll learn:

X What AI is and how ChatGPT is different

X The innovative features of ChatGPT

X Its practical applications in real estate

X Time-saving strategies for your business

ChatGPT II: Next Level

Welcome to our advanced-level class designed specifically for real estate professionals who want to take their AI chatbot expertise to the next level. In this course, we will build upon your foundational knowledge and explore the advanced capabilities, with a special emphasis on Chat GPT 4. Enhance your skills and discover how to make your business more efficient, customer-centric, and technologically advanced.

Take this class and you’ll learn:

X The difference between ChatGPT 4.0 (premium) and ChatGPT 3.5 (free version)

X APIs: How to integrate GPT 4.0 with other applications you may be using

X Custom GPTs: Focused Chat bots dedicated to a specific conversation

X Best practices: New strategies to save time and resources, allowing you to focus on growing your business and serving your clients

Charges apply in accordance with RCW 48.29.210

Simplify Your Marketing and Sell More Listings With Stewart Marketing Center

Here are some of the products and platforms offered:

X Active Listing automatic marketing material creator

X Client Connect set-and-forget automated monthly mailing generator

X Client Connect hyperlocal GenAI personalized postcard creator

X Flyer Mini business-card-sized flyer creator

X Hanging Signs property signpost accessory

X Home Value Connect lead-generation postcard program

X One Click Marketing data feeds marketing material creator

X PermaFlyer™ Riders permanent, all-weather plastic signs

X REProps larger-than-life closing keys and social media props

X StoryTeller AI content generator

X Translate free, innovative one-click translation service

X Virtual Marketing Assistant marketing material creator

X White Label Marketing Platform print marketing solution for your clients

Let Stewart Marketing Center take care of your marketing needs while you focus on growing your business. For more details, visit stewartwashington.bearprinting.com.

Referral Surveys

Now you can use your customer data to spur growth. Learn why a referral survey is a crucial post-closing touchpoint that turns one lead into many more. The Stewart Marketing Center will show you how to give customers a personalized experience survey at each signing, so you’ll never forget to ask for a referral again while leveraging every closing.

Referral surveys are a comprehensive program designed to help you earn one more transaction from every success. We implement a survey form at the signing table with your clients. This additional touchpoint can turn one lead into many, enhancing your business growth.

How It Works

X Personalized Survey Form: Your survey form will feature your headshot, contact information, and a QR code that directs prospects to your chosen webpage. Typically, brokers use this QR code to direct prospects to their business page.

X Seamless Integration: Our escrow team will include this form in every signing package for your clients as we approach closing.

X Quick Setup: To get started, we need just 15 minutes of your time, a headshot and the website you want prospects to land on when they scan the QR code. There is a onetime $5 fee through our Stewart Marketing Center, powered by Bear Printing. We’ll assist you in setting up a free account – you may find Bear Printing useful for several other elevated marketing needs.

Escrow Communication Touchpoints

During your buying or selling journey, you’ll experience several touchpoints with our escrow team. To keep you in the loop, we’ll make two kinds of communications. The first is phone calls.

The Stewart escrow team will reach out to you by phone to introduce themselves, make sure all the steps are followed correctly, and keep you informed about what’s next. There are a total of six calls made during the transaction:

1. Intro From Escrow

2. Earnest Money Deposit Confirm

3. Title Report Is In/Review

4. Loan Docs Are In

5. Schedule Signing

6. Recording Numbers Are In

The second kind of communication you’ll receive is emails. We back up our phone communications with you in writing. You’ll receive a series of 11 emails beginning with an introduction to our team and way of working. You’ll stay informed at every step, including weekly progress updates. As each touchpoint is reached, you’ll receive a new message. There are a lot of steps involved, and we want you to understand what’s happening throughout the process. The emails throughout the transaction are sent in this sequence:

1. Intro

2. Earnest Money Receipt

3. Title Commitment Delivery

4. Weekly Updates

5. Loan Documents Are In

6. Settlement Statement Ready

7. Schedule Signing

8. Buyer Funds Received

9. File Released to Record

10. Recording Numbers Are In/Final Settlement Statement

11. Seller Funds Sent

Watch Video at stewart.com/stewartadvantage

Escrow Closing Tools

Stewart Title believes in smooth, personalized transactions with celebratory closings. Your escrow team has access to a suite of tools designed to streamline your purchase or sale and keep you informed at every stage. Here’s an overview of those tools and how they benefit you.

Stewart C3

Stewart C3, Stewart Now®’s newest calculator hub, hosts a variety of closing cost calculators to meet all your real estate transaction wants and needs. Buyer and seller net sheets can be generated quickly with up-to-date calculations based on the latest property and tax information.

Stewart C3 features

X Save net sheet templates to your Stewart Now profile

X Eight calculator tools

1. Seller net sheet

2. Buyer costs sheet

3. Sell2Net – Agents can learn what sales price is needed to match seller’s desired net

4. Short sale

5. Refinance

6. Rent vs. buy

7. Compare offer proceeds side by side with our multiple-offers calculator

8. Quick quote for sales and refinance transactions – owner, lenders and escrow fee breakdown

X Single sign-on with your Stewart Now login credentials

X New send capabilities – Send net sheets via text, email or print

ZOCCAM

Stewart Title now offers a more streamlined closing process through the ZOCCAM® mobile app. It enables your clients to securely send earnest money deposits to the escrow agent straight from their mobile device – no need to deliver the earnest money check to an office. Just follow these five simple steps:

X Downloading the app from Google Play or the App Store

X Registering with your name and email address

X Verifying your mobile device

X Capturing the front and back of a filled-out check

X Sending funds directly to escrow agent

Texting

Gone are the days of worrying about the lack of time to quickly contact your escrow officer via call or email. Your Stewart Title team has access to HeyMarket, a tool that allows us to text you just like a mobile device.

With HeyMarket, communicating with your Stewart Title escrow officer is easier than ever. No need for calls, voicemails or emails. Just text your escrow officer and enjoy convenience at your fingertips:

X Get on-the-go updates for your Stewart Title transactions

X Text your escrow officer with new information or changes you may have

X Send quick and casual texts that get your needs across

X Receive information in a single text

X Confirm appointments or answer questions

If you’re constantly on the go, we’ve got you covered. We will use this tool to keep you up-todate and ensure you’re where you need to be, when you need to be there, with Stewart Title.

Remote Online Notarization (RON)

Stewart Title believes in providing a great experience and in making it easy for your clients to sign on their real estate transaction. By offering remote online notarization, we provide the most important element of that great experience: customer convenience. RON gives your clients the option to sign from anywhere at any time, whether they’re at home, down the street, out of state or even abroad. Documents are uploaded to an online platform, and by way of videoconferencing your customer can meet with an online eNotary through their computer or tablet to sign their documents.

Remote online notarization moves transactions forward, while streamlining the process:

X Collaborate online

X Sign outside of normal business hours

X Review documents ahead of signing

X Monitor transactions in real time

X Enjoy increased security through video recording and identity authentication

Find out more at stewart.com/RON

CertifID

Buyers and sellers have lost billions of dollars to wire fraud in the last few years alone, and the problem is only getting worse. Without protection, your clients are at risk every time they wire money or information.

Cybercriminals target unsuspecting buyers and sellers and divert money into fraudulent accounts by:

X Hacking emails

X Impersonating title companies

X Spoofing real estate agents

And once the money is gone, it’s gone. Stewart Title partners with CertifID to protect your clients from wire fraud in five critical ways:

1. CertifID confirms the identities of everyone involved in every transfer.

2. It guarantees every transaction up to $1 million.

3. It protects your reputation.

4. CertifID’s PayoffProtect validates and insures the wire instructions lenders provide for payoffs.

5. New Match feature lets you validate IDs in seconds from anywhere, further protecting your clients and transactions.

Home Buyer & Seller Resources

We provide title services with step-by-step guidance, insurance products, and insights to help your clients maximize their investment and navigate the closing process. For home buyer and seller resources, visit stewart.com/home.

Customer Experience Team

Information Available Free of Charge Listing Package/TRIO

X Last Deed of Record

X Plat Map (with dimensions, if available)

X Tax Information and Property Info Sheet

Listing Package/TRIO Plus

X Last Deed of Record

X Deeds of Trust, Real Estate Contracts

X Mortgages (that reasonably appear to be open)

X Plat Map (with dimensions, if available)

X Active CC&Rs and Amendments

X Tax Information and Property Info Sheet

Document Copies

One copy of a single document not included in the Listing Package, per property

Information Available for a Fee

Comparable Sales Report

Per Report

Electronic.......................................................................................

Print...................................................................................................

Neighborhood Profile Report.........................................

Farm and Mailing Lists

1–200 Labels.................................................................................

201–500 Labels...........................................................................

501–1000 Labels..........................................................................

1001+...........................................................................

Call for pricing

Farm Report, electronic delivery...................................

Sales History

(Subdivision, FHA, General Work Charges, etc.)

Per Hour.....................................................................................

Certified Radius Search Map* (300’, 500’, 1000’, etc.) – Flat Fee.............................

*Requires

Home Book for Sellers

Per Book

E-book (virtual flipbook)...........................................

Print, pages to insert only....................................

Complete book, printed........................................

Premium book, printed.......................................

Listing Tent Cards (remove shoes, pets, etc.)

Set of 4................................................................................

Per Card..............................................................................

Smart Home Wall Cards (smart appliance, doorbell, etc.)

Set of 6................................................................................

Per Card.............................................................................

Additional Documents

Per Document...............................................................

In order to comply with Washington State Insurance Commissioner regulations, we are required to charge and collect fees in advance of fulfilling your request, where applicable. Payment is accepted via check, credit card or by creating an advanced deposit (drawdown) account.

Please contact our Customer Experience Team for more details.

Stewart Title Company

Puget Sound Division

King, Pierce, Snohomish, & Thurston Counties

cs@stewart.com

206.770.8726 main stewart.com/puget-sound

Take the First Step

Our goal is to help you earn one more transaction with every closing. That’s The Stewart Advantage.

Start on your path to growth by calling your Stewart Title Representative.

To learn more about The Stewart Advantage visit: stewart.com/stewartadvantage

Stewart Title Company WA | Puget Sound Division King, Pierce, Snohomish & Thurston Counties

206.770.8700 main phone 206.770.8701 main fax CS@stewart.com stewart.com/puget-sound

Some products or services associated with The Stewart Advantage require a fee or subscription in accordance with RCW 48.29.210

The information provided in this brochure is for general informational purposes only, should not be relied upon and is subject to change without notice.

Scan here to review the complete chapter of codes Chapter 284-29 WAC: