Sundi March E- Magazine

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BUSINESS DEVELOPMENT MANAGER

CONTENTS

At WFG, we understand that Real Estate Brokers need to trust Title & Escrow to take their transactions to close, and the lack of timely communication can make them feel uncertain and in the dark about the state of their transaction.

Real Estate Brokers choose to partner with us because we deliver open, clear, and timely communication, both during and after all of their closings.

In our partnership, you can expect:

An open line of communication with Title & Escrow Experience & resources designed to move business forward

Knowledge-based discussions focused on today’s Real Estate business trends

Sundi’s professionalism, knowledge, communication and attentiveness is beyond comparison.

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

“This was my first project with Sundi. She put together a great team that communicated well and delivered top-notch customer service, and at the end of the day the closing went smoothly.

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

“Sundi is hands down the best asset for your title and escrow needs.

ON A PERSONAL NOTE...

I genuinely love what I do. Building meaningful relationships and supporting clients in the title and escrow space isn’t just my profession—it’s something I take great pride in. Every day, I have the opportunity to listen closely, offer strategic guidance, and help others move their business forward with confidence. It’s incredibly rewarding to be part of their journey and to contribute to long-term success built on trust.

Outside of the office, I find the same joy in connection. I’m a wife, a proud grandma to eight (soon to be nine!) wonderful grandkids, and a devoted dog mom to three spirited little Yorkies who run the show at home. Family time fills my cup, whether that’s a quiet evening in or a loud, joyful gathering with the whole crew.

When I can, I love to step away and spend time on the water fly fishing. It’s my reset—a way to slow down, be present, and reflect. That balance between professional focus and personal fulfillment is important to me, and I bring that same steady, thoughtful presence to my work every day.

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