CONTENTS
BECAUSE OF YOU, I WILL....
I will show up with curiosity, clarity, and commitment so every step we take together is guided by your goals, not my agenda.
COURTNEY FRANCISCO
When your business goals feel complex or uncertain, you deserve more than a one-size-fits-all solution. At WFG, I partner with professionals like you to deliver tailored guidance that fits where you are and where you want to go.
You’ll gain a trusted advisor who genuinely listens, learns your story, and customizes each step of the journey without pressure or pretense. The process is complimentary, personalized, and designed to move at your pace, not mine.
In our partnership, you can expect:
When you’re facing pivotal career or business decisions, you want someone who’s truly in your corner. My role is to serve not sell and that starts with showing up to help, not to persuade.
No matter the direction you choose, you’ll walk away with clarity, insight, and ideas you can act on Every conversation is designed to leave you better equipped whether we work together long-term or not
You don’t need another pitch you need someone who hears you I guide our conversations with curiosity, asking the right questions so we uncover what truly matters to you.
If you're thinking about your next steps whether it’s a new opportunity, growth strategy, or just a better way forward let’s have a conversation that’s all about you. No strings attached, just clarity and direction.
“
Courtney is definitely someone you want to work with and be around due to her infectious energy, proactive approach, work ethic and dedication to excellence. She is a problem solver and will find ways to navigate difficult situations under pressure. Her well rounded experience, creativity, and passion for helping clients and colleagues succeed will surely make her a great asset to any team or company. Highly recommend!
- Rodericko F.
At WFG, I have an abundance of tools and resources to build our partnership that will offer you a competitive edge.
Introducing WFG’s MyHome®, designed to take the time and cost out of the real estate transaction.
WFG’s MyHome® provides you and your clients unparalleled transparency, real-time updates, and post-closing home information in a secure web environment.
All this and more, right at your fingertips.
Real-time access to all your closing info, all in one secure place.
TAKE TIME AND COST OUT OF THE REAL ESTATE TRANSACTION
Real-time updates on all your transactions
Personalized communication via text, email or dashboard
Milestone notifications for all parties involved
Documents, contacts and timelinesall in one place
Consumer dashboard to keep your clients informed
Secure and easy to use
FETCHBY WFG
PERSONALIZED FARM SEARCH & MORE!
WFG designed this platform with YOU in mind.
Using a variety of filters you can create your own farm and narrow your search down to the perfect list. Fetch also allows you to uncover the most current property information.
ALTOS
Real-time market insights in a beautifully designed, interactive, mobile-optimized market reports.
WITH
BE THE MARKET EXPERT ALTOS REPORTS
MARKET ACTION INDEX
Is it a buyer’s or seller’s market? Is the market heating up? Altos’ proprietary Market Action Index lets you know instantly. Home buyers and sellers who are on the fence get motivated when they see the data.
REAL-TIME MARKET PROFILE
All the key market indicators pulled together into an easy to read chart, that lets you know which way each indicator is trending over time Help your clients answer "do I have a lot of competition?" or "should we take a price cut?"
MARKET TRENDS CHARTS*
Altos Reports also give you the ability to run charts for many different market stats and compare how the market is performing in different price segments
Unique Prompts. Elevated Marketing. Better Results.
3 Reasons why Real Estate Agents are using the award-winning* MyHome Prompts™.
1. Real Estate Prompts
Real Estate centric prompts crafted by a team of industry professionals who understand your business and your ideal audiences.
3. Integrated with ChatGPT
2. Doesn’t Sound Like Ai... It Sounds Like You! With our Tone of Voice Analyzer, you can tailor your voice for different marketing channels and target audiences, allowing you to save and switch between multiple voice profiles easily
Our Prompt Library is seamlessly integrated with ChatGPT, streamlining your marketing creation process by enabling you to craft compelling content all in one place
*Recent recipient of Inman’s “Best Use of AI in Marketing” &
EARNEST MONEY.
Reduce risk and transaction time while increasing security and transparency.
Your virtual courier is here!
REGISTRATION
1 Download ZOCCAM from the app store
2 Register with name, email, and mobile number
3 Enter real estate license or notary commission, if applicable
4 Verify device with PlN sent via text
5 Create an 8 digit passcode and confirm
CAPTURE EARNEST MONEY DEPOSIT
1Signinwithmobilenumber&8digitpasscode
2.SelectEarnestMoney.
3.ScrolltoWFGortype“WFG”inthesearchfield. 4Chooseoffice
5.Completepropertyaddressdetails.
6SelectCapture–takepictureoffront&backof check
7Emailnotificationswillbesenttoallparties
TITLE & ESCROW AT YOUR FINGERTIPS
Recognizing that your business is mobile & that you work around the clock, we built an “easy button” to meet you where you’re at.
What would it be like if you had all of the Title & Escrow services at your fingertips so you could check tasks off your list 24/7? And what if we moved you to the front of
HOME BOOKCollection
MOVING GUIDE
AN ORGANIZED APPROACH TO MOVING
As their Real Estate Broker, they look to you for help. Our WFG Moving Guide offers an organized approach to moving & connecting with the right resources for a successful transition There is more to moving than packing boxes! Clients need to know who to update with their new address, where to connect with local resources like utility companies and wifi providers, and which schools serve their new community.
Take the stress out of moving with a single point of information for utility and home service needs!
Get help connecting:
• Internet
• Security
• Insurance
• Home Warranty
• Electric
• and more...
YOUR PERSONAL HOME SERVICES CONCIERGE
WFG’s MyHome® has partnered with Connect to provide buyers with a personal concierge that will get them connected with the toprated utilities and services. A personalized invitation will come from WFG’s MyHome® after the title report is completed. This complimentary service is totally optional!
Contact me to learn more!
1
Sign Up
2
3
Receive text message from personal concierge with top-rated utilities and services for specific location.
Review and confirm chosen providers and get connected.
TAX STRATEGY | 1031 EXCHANGE
Under Section 1031 of the United States Internal Revenue Code, a taxpayer may defer recognition of capital gains and related federal income tax liability on the exchange of certain types of property, a process known as a 1031 exchange.
The 1031 exchange is a widely utilized tax strategy for individuals engaged in selling and purchasing real estate designated for productive use in a business or investment..
Through WFG1031, we provide clients access to 1031 exchange services supported by Exchange Manager ProSM the patented 1031 exchange workflow technology, and one of the nation’s leading Qualified Intermediaries.
SALE VS EXCHANGE
MORE FOR YOUR SELLERS
At WFG, we understand that selling a home can be a journey filled with uncertainties and complexities. It's more than just a transaction; it's a significant life event. That's why we ' ve tailored our resources to ensure that your client’s home-selling experience is as smooth and stress-free as possible.
SELLER’S HANDOUT PACKET MOVING GUIDE BOOK & E-BOOK
In addition to sellers are equipped with guides and tools to feel informed and supported throughout their selling experience.
HOME SELLER’S GUIDE
E-MAGAZINE
SELLER’S HANDOUT PACKET
MORE FOR YOUR BUYERS
Buying a home is a venture filled with questions and decisions. Whether your client is a first-time home buyer or experienced in real estate, our resources are tailored to meet their needs, providing clarity and confidence every step of the way.
SELLER’S HANDOUT PACKET MOVING GUIDE BOOK & E-BOOK
In addition to buyers are equipped with guides and tools to feel informed and supported throughout their selling experience.
HOME BUYER’S GUIDE
E-MAGAZINE
BUYER’S HANDOUT PACKET
WHO IS WFG NATIONAL TITLE INSURANCE COMPANY?
A solid foundation to meet your needs.
WFG IS ONE OF ONLY SIX TRULY NATIONAL UNDERWRITERS AND ACHIEVED THAT FOOTPRINT FASTER THAN ANY OTHER UNDERWRITER IN HISTORY.
NO INSTITUTIONAL DEBT WHICH CREATES A STABLE, SAFE AND SECURE FOUNDATION FOR WFG CUSTOMERS TO INSURE THEIR HOMES.
WFG HAS EARNED A FINANCIAL STABILITY RATING® OF A’ (A PRIME), UNSURPASSED, FROM DEMOTECH, INC.
PROTECTING YOU IS OUR TOP PRIORITY! THAT IS WHY WFG HAS PASSED ITS SOC2 COMPLIANCE AUDITS WITH PERFECT SCORES FOR THE PAST SIX YEARS
We obsess about service.
WFG’S NET PROMOTER SCORE * IS 85 WHICH IS CONSIDERED TO BE A WORLD-CLASS SERVICE RATING ACROSS ALL INDUSTRIES SM
HOW WFG IS BUILT FOR YOU
No matter what side of the transaction you’re on, the ins and outs of real estate can be stressful. But we knew from the start that WFG could make things easier for everyone. Our company is built on five simple cornerstones to serve you better.
EVERYTHING WE DO IS BECAUSE OF YOU.
TAKE TIME AND COST OUT OF THE REAL ESTATE TRANSACTION.
COMMUNICATE, COLLABORATE, CO-EXIST.
OBSESS ABOUT SERVICE.
REIMAGINE THE CUSTOMER EXPERIENCE.
MEET OUR TEAM
WHATIT’SLIKEWORKINGWITH OURESCROWTEAM:
Jasmin and her team were wonderful to work with. They kept me updated through the entire process. They answered my questions and requested information as necessary to move things along. I would recommend them.
- Tuan N.
OFFICE LOCATIONS
Bellevue
10500 NE 8th St. #950
Bellevue, WA 98004
Kent
Everett
2707 Colby Ave #704, Everett, WA 98201
Gig Harbor
2727 Hollycroft St #240 Gig Harbor, WA 98335
444 Ramsay Way #111 Kent, WA 98032
Olympia 724 Columbia St NW STE 120, Olympia, WA 98501
Seattle
2300 Eastlake Ave E #100
Seattle, WA 98102
Tacoma 2102 N. Pearl St #105 Tacoma, WA 98406
2930 S. Meridian #360 Puyallup, WA 98373
We have two ears and one mouth so that we can listen twice as much as we speak.
- Albert Einstein -
ON A PERSONAL NOTE...
I truly love what I do. In the world of title and escrow business development, every day brings a new opportunity to connect, solve, and support. It’s incredibly rewarding to build relationships that matter—whether I’m collaborating with agents, strategizing with partners, or simply being a sounding board for someone navigating a transaction. At the heart of it all is my commitment to helping others succeed, and that’s what drives me.
Outside the office, I’m just as passionate about being present for the people and moments that matter most. You’ll often find me on the sidelines cheering for my kids at their soccer games —it’s one of my favorite things to do. I also love spending time with my husband, whether we ’ re out on a date or catching up during a quiet walk. Girl’s nights in and dinners out are a must, especially when they involve great conversation and a little laughter.
Travel is another joy of mine, and Hawaii holds a special place in my heart. But even when I’m close to home, I find happiness in the everyday family time, fresh air, and the simple joy of slowing down when I can. Life is full, and I wouldn’t have it any other way. Courtney
