You run an independent title or escrow shop in central Ohio. Every file means the same chase: commitment follow-ups, payoff requests, HOA docs, and a phone that rings all day with agents and lenders asking for status. AI can absorb most of that chatter — set up inside your own systems, without touching your underwriter platform or moving NPI anywhere new.
Four places, nearly every independent agency: order intake re-keyed from emails and faxes; status updates answered one call at a time; payoff and HOA chasing tracked in someone's head; and closing-package prep built the same way for the thousandth time. None of it needs a licensed closer — it needs a process with a human checkpoint.
Everything I recommend runs inside your systems and your logins — your production platform, your email, your Microsoft 365. I configure; I never host, store, or export buyer or seller information, and demos use synthetic files only. Your underwriter relationships and their systems stay exactly as they are.
Most status calls exist because nobody told the agent the title work cleared. A simple automation that emails the agent and lender at each milestone — opened, search done, commitment out, cleared to close, scheduled — kills half the inbound phone load before it happens. That is usually recommendation #1, and it costs almost nothing.
One hour, evenings or weekends. You talk through how a file actually moves from order to closing table. You leave with a one-page plan: the three fixes ranked by payoff, what each saves and costs, one you can do yourself that week for free, and at least one thing I'd tell you to skip. See a sample review →
Ten free review slots this quarter. When they're gone, they're gone.
Claim a free reviewColumbus-based, calls on your schedule. Phone-first shop? Call me — I answer.