TIP’S TRANSACTION INTEGRATED

PROCESSING

WHAT IS THE NEED?

Steve Ozonian

President & COO of WFG, Chairman of West

Williston Financial Group

March 9-10, 2017 Orlando, Florida

Part

1

BRAD INMAN “WHY HOMESELLERS DEMAND BETTER THAN A SHAKY REAL ESTATE

LABYRINTH”

TOO COMPLICATED, TAKES TOO LONG, CONFUSING

JOSEPH RAND (BROKER) “WE NEED TO IMPROVE THE REAL ESTATE PROCESS – WE WHO?”

IT’S THE LENDERS AND TITLE COMPANIES FAULT

TITLE NEWS “TECHNOLOGY DRIVING CHANGES AT THE CLOSING TABLE”

E-MORTGAGE, E-NOTE, E-CLOSING

LENDER COST OF ORIGINATION

Part

1

BRAD INMAN “WHY HOME SELLERS DEMAND BETTER THAN A SHAKY REAL ESTATE

LABYRINTH”

TOO COMPLICATED, TAKES TOO LONG, CONFUSING

JOSEPH RAND (BROKER) “WE NEED TO IMPROVE THE REAL ESTATE PROCESS – WE WHO?”

IT’S THE LENDERS AND THE COMPANIES FAULT

TITLE NEWS “TECHNOLOGY DRIVING CHANGES AT THE CLOSING TABLE”

E-MORTGAGE, E-NOTE, E-CLOSING

LENDER COST OF ORIGINATION

IS THERE A NEED FOR INTEGRATION?

WFG Vision

Taking time and cost out of real estate transactions.

The Williston Financial Group of businesses (WFG) are dedicated to taking time and

cost out of real estate transactions. By focusing on the client and their processes,

WFG will help compress the time required to close a loan and/or transfer real

property ownership. By empowering industry professionals with integrated

technologies, WFG will provide efficient high quality products and services. By

enabling client processes, WFG will increase closing rates. By minimizing corporate

infrastructure, WFG will avoid operating a costly hierarchical organization.

Part

1

WFG TIP’S

Part

1

WFG TIP’S

WEST VM

How is westvm different?

• Integrated data is entered once to order 6 products in less than sixty seconds

• Fully automated vendor allocation

• Real-time appraisal and title pricing integrated back into your LOS

• Role based user access and management

• Customized reporting and single source score carding

• Centralized documents and data retrieval for all of your loan records

One consolidated and complete system for all

your vendor management needs!

What is westvm?

westvm is a single web based portal allowing lenders to order and receive real estate

services from multiple integrated vendors. The system can stand on it’s own or

seamlessly integrate into the lenders Loan Origination System.

Built in compliance and automated processes drive efficiency throughout the

organization saving the lender time and money on every loan file.

Part

1

WFG TIP’S

WEST VM 21 TITLE COMPANIES INTEGRATED

15 APPRAISAL COMPANIES

5 LENDERS SINCE JANUARY 1, 2017

WFG NATIONAL PLATFORM – Q3 2017

WFG National Platform:

Framework Strategy | Leveraging Overview

Part

1

WFG TIP’S

WEST VM 21 TITLE COMPANIES INTEGRATED

15 APPRAISAL COMPANIES

5 LENDERS SINCE JANUARY 1, 2017

WFG NATIONAL PLATFORM – Q3 2017 NATIONAL INTEGRATED SOLUTIONS FOR REFI & RESALE

WFG DASHBOARD CONSUMER

Consumer

Part

1

WFG TIP’S

WEST VM 21 TITLE COMPANIES INTEGRATED

15 APPRAISAL COMPANIES

5 LENDERS SINCE JANUARY 1, 2017

WFG NATIONAL PLATFORM – Q3 2017 NATIONAL INTEGRATED SOLUTIONS FOR REFI & RESALE

WFG DASHBOARD CONSUMER

REALTOR

Realtor

Part

1

WFG TIP’S

WEST VM 21 TITLE COMPANIES INTEGRATED

15 APPRAISAL COMPANIES

5 LENDERS SINCE JANUARY 1, 2017

WFG NATIONAL PLATFORM – Q3 2017 NATIONAL INTEGRATED SOLUTIONS FOR REFI & RESALE

WFG DASHBOARD CONSUMER

REALTOR

LENDER

Lender

THANK YOU