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Technology Corner

WFG deploys Milestones platform

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Technology Corner
Friday, December 22, 2023

Milestones, a homeowner engagement platform, recently 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 homeownership portals. WFG selected Milestones to help the company stay connected and engaged with its clients, help them build wealth, and manage their homes, WFG said in a press release.

“WFG has long pursued its ‘customer-for-life’ goal with repeat and referral customers,” Milestones CEO Dustin Gray said in the release. “WFG places a premium on relationships and the use of technology to enhance those relationships beyond the transaction in meaningful ways.”

Milestones 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 more, the company stated.

“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,” Gray said.

Since its founding, WFG’s leadership has assertively sought to take time and cost out of the real estate transaction.

“We are enthusiastic to partner with Milestones,” WFG Executive Vice President, Director of Strategic Initiatives Justin Tucker said. “The alignment is completely in sync with our focus on enhancing the customer experience, continually adding value, and staying connected to all parties long after a closing takes place.  It’s never the wrong decision to do something that benefits our customers, and Milestones will help us do that.”

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