Lisa Simoneaux-WFG National Title

Page 1


Washington

“Because

of you, I will offer consistent and comprehensive services and will be the best resource for you and your business.”

WELCOME

2

4 MISSION & GUIDING VALUES

8 CUSTOMER EXPERIENCE

6 BROKER RESOURCES

6 COMMUNICATION MyHome FETCH Altos Zoccam Rate Calculator WFG Connect Home & Comm. Collection Moving Guide For Buyers For Sellers BECAUSE OF YOU, I WILL...

WHO IS WFG?

“Lisa Simoneaux and team knocked it out of the park with our last transaction! It's always a great experience working with the WFG team. Their system is very easy to use and communication is always on point.”

MY MISSION

Your success is our success. It is my mission to offer you consistent and comprehensive services. I will be the best title & escrow resource for your business. From start to finish, I’m here to ensure your experience is smooth and successful. You can count on myself and my team to be efficient, offer clear & transparent communication, keeping you updated every step of the way as well as expert support. Reach out to discuss your escrow needs and discover why we're the best.

G U I D I N G V A L U E S

Prioritize the needs and objectives of clients above all else, providing personalized services, expert advice, and exceptional support throughout the real estate process

Conduct business with honesty, transparency, and fairness in all transactions, ensuring trust and confidence among clients and partners.

Open communication, prompt responsiveness, and proactive problemsolving to assist our clients through the many possible hurdles of a real estate transaction

Connect! Every transaction and human is individual and unique. It’s imperative that they feel that through our services

CUSTOMER EXPERIENCE

Your client's experience should be a memorable one, and we obsess about each step.

I am here to deliver on the WFG Client Experience.

A high level of professionalism supported by a leader in the industry is what you can expect. Offering excellence is core to what I hold true.

Onboarding

Proactive

BECAUSE OF YOU, I WILL OFFER CONSISTENT AND COMPREHENSIVE SERVICES AND WILL BE THE BEST RESOURCE FOR YOU AND YOUR BUSINESS.”

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

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.

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.

Lisa Simoneaux and her team are a great title team. Highly recommend them. Process was smooth, their pricing was ultracompetitive, and they were very professional. Great communication throughout the entire process!

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

Olympia

444 Ramsay Way #111

Kent, WA 98032

400 Union Ave SE #200, Olympia, WA 98501 Puyallup

2930 S. Meridian #360 Puyallup, WA 98373

Seattle

2300 Eastlake Ave E #100

Seattle, WA 98102

Tacoma

2102 N. Pearl St #105 Tacoma, WA 98406

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