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  • Home
  • Solutions
    • Compliance Solutions
    • Expense Management
    • HR Management
    • Information Security
    • Marketing & Sales
    • Title & Settlement Solutions

WFG offers support through the WFG Blocks Program by helping title agents build and expand upon their compliance program. This program was created to help title agents as well as their customers who are faced with the new compliance requirements of the Dodd-Frank Act and the Consumer Financial Protection Bureau (CFPB).

Assistance with Regulatory Audits

  • Experienced consulting services for State DOI and DFI Audits

Compliance/Audit On-call Resources

  • Questions on ALTA Best Practice, TRID and CFPB Requirements
  • Department of Insurance (DOI) Audit Assistance
  • Guidance with Escrow Trust Reconciliation Issues and Lender Requirements

Lender Vetting Questionnaires

  • Creation of a basic package and assistance with distribution during initial lender contact
  • Preparation, handling and response to Lender Vetting Questionnaires

Lender Audits

  • Preparation, handling and response to Lender Audits

Reconciliation Services

  • A review of your escrow account(s) that includes Trial Balance Report, Reconciliation Summary, Pending Debits, Credits and Summary Page
  • Dormant funds research which includes dormant trial balance files and outstanding checks

WFG Compliance Management System (CMS)

Login to WFG Agent CMS
  • Offers an extensive library of policies and procedures
  • Easy-to-use system that provides the ability to co-brand policies to fit your needs

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