



1
3 MISSION & GUIDING VALUES
5 CUSTOMER EXPERIENCE
4 COMMUNICATION
6 BROKER RESOURCES
MyHome FETCH Altos Zoccam Rate Calculator WFG Connect
Home & Comm. Collection Moving Guide MyHome Move WFG1031 For Buyers For Sellers BECAUSE OF YOU, I WILL... WHO IS WFG? 29
As an Escrow Team, our mission is to guide Real Estate Agents, buyers, and sellers through smooth and stress-free real estate transactions. By providing expert guidance, personalized service, and prompt communication, we ensure that every client feels valued and supported throughout their journey.
Our goal is to transform the complexities of Real Estate transactions into enjoyable and successful experiences for all involved.
Intuitive Understanding: Tailoring our approach to meet the unique energy levels and needs of each client, ensuring personalized and effective service.
Prompt Communication: Always being available to answer questions and provide timely updates, keeping clients informed and reassured.
Detail-Oriented: Paying meticulous attention to every detail to ensure nothing is overlooked, offering peace of mind to clients.
Accessible and Approachable: Creating an environment where clients feel comfortable calling and talking directly to us, fostering open and easy communication.
Your client's experience should be a memorable one, and we obsess about each step.
Our team is 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 we hold true.
Onboarding Meeting to meet you where you are at and communicate with you in the way that you want.
Understanding that not all things happen during the business day, you will have access to us when you need us.
Proactive communication & access to transactions 24/7.
Timely responses.
Save my digital digital business card to connect with me at the touch of a button!
ESCROW CLOSER| LPO
Email: MArgo@wfgtitle com
Direct: 253-445-2170
ESCROW ASSISTANT
Email: LRadford@wfgtitle com
Direct: 253-445-2176
Team Email: TeamMallory@wfgtitle.com Office: 253-445-2140 | Fax: 253-445-5441 2930 South Meridian, Suite 360, Puyallup, WA 98373
BECAUSE OF YOU, I WILL ENSURE THAT EVERY CLIENT INTERACTION IS AN EXCEPTIONAL AND MEMORABLE EXPERIENCE.
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.
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
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.
Real-time market insights in a beautifully designed, interactive, mobile-optimized market reports.
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.
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?"
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
Reduce risk and transaction time while increasing security and transparency.
Your virtual courier is here!
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
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
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...
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.
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.
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
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
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
We obsess
PROTECTING YOU IS OUR TOP PRIORITY! THAT IS WHY WFG HAS PASSED ITS SOC2 COMPLIANCE AUDITS WITH PERFECT SCORES FOR THE PAST SIX YEARS
about service.
WFG’S NET PROMOTER SCORE * IS 85 WHICH IS CONSIDERED TO BE A WORLD-CLASS SERVICE RATING ACROSS ALL INDUSTRIES SM
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.
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
724 Columbia St NW #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