Williston Financial Group deploys Milestones to deliver value beyond the closing
“WFG has long pursued its ‘customer-for-life’ goal with repeat and referral customers,” says
Milestones seamlessly integrates a suite of consumer features into the home management experience, offering resources within its portals for understanding home value and building wealth, scheduling home maintenance, maintaining a directory of local home repair professionals, and much more.
“Best of all, the client is a click or a call away from the team that helped them buy the home. Their agent, lender, and title professionals are embedded inside the hub so that clients can easily access them for anything they need,” says Gray.
Since its founding, WFG’s leadership has assertively sought to take time and cost out of the real estate transaction, while enhancing the customer experience. With the introduction of Milestones’ functionality, WFG’s real estate agent and lender clients, and the consumers they serve, will experience enhanced efficiency, transparency, and engagement.
“We are enthusiastic to partner with Milestones,” said WFG EVP, Director of Strategic Initiatives
About Milestones
Milestones is a homeownership solution that delivers personalized client portals (“hubs”) specifically designed to engage consumers at every stage of the decade-long homeownership journey – from buying, selling, moving, and managing a home. Milestones hubs give consumers access to a wide array of home service providers, insights into home value, and much more, positioning real estate professionals to stay connected, educate, and add value to create forever clients. Learn more at Milestones.ai.
About
Williston Financial Group® (WFG®) is the
Media Contact:
Monika Sollee for Milestones
[email protected]
(951) 249-6386
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/f1072db3-f0db-4753-bbb8-328c45a2c837
Williston Financial Group deploys Milestones to deliver value beyond the closing
Milestones, the industry’s premier homeowner engagement platform, today introduced Williston Financial Group (“WFG”), a full-service, national provider of title insurance, underwriting and escrow services for residential and commercial real estate transactions, as a user of its groundbreaking homeownership portals
Source: Milestones
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