AI is no longer just for tech wizards or sci-fi enthusiasts—it’s here, it’s real, and it promises to make your life as a title agent a whole lot easier. From automating tedious tasks to wowing clients with personalized service, AI is the secret sauce you didn’t know you needed. Here are just some of the ways AI is helping title professionals today:
Document Processing: AI-powered tools can extract relevant information from documents, reducing manual effort and improving accuracy. You can upload a lengthy document into certain AI platforms and ask specific questions to extract the necessary information. Of course, you need to make sure you use AI tools in compliance with your company’s policies around safeguarding sensitive or non-public information.
Improved Communication: AI-powered platforms help convey messages quickly and professionally, making communications clearer and more efficient. You can enter information, or a message intended to be sent to a customer, and then ask an AI platform like ChatGPT or Microsoft Copilot, for example, to restate the communication in a professional tone, or make it sound friendlier, or personalize it, or even to shorten it while retaining all of the important points.
Marketing: AI platforms can help design graphics, write blogs, strategize, and identify target audiences.
So, Where Should You Begin Your AI Journey? Do You Need To Be A “Techie” To Use AI?
The best place to begin is at the beginning … and there is a free four-module beginner’s webinar that you can take at your own pace, requiring only one-two hours per week: AI for Everyone by Andrew Ng (Coursera). Think of this as AI 101 for the non-tech-savvy. Andrew Ng breaks down AI concepts in a way that even your grandma could understand (no offense to tech-savvy grandmas out there). You’ll learn the basics of AI, ethical considerations, and how it’s transforming industries—including real estate.
Once you’ve gotten a handle on the basics, it’s time to learn a bit more about the specifics … about what AI tools are out there that might be of benefit to you, and how to use those particular tools. And, there are TONS of AI tools! You can explore what’s available by reading blogs such as 15+ AI Tools for Insurance Agents (which includes a link to the author’s AI Resources). It’s easy to find AI blogs just by googling, but here are a couple to get you started:
- Here is How AI is Disrupting the Title Insurance Industry, Axis Technical Group (June 6, 2023)
- Extracting Value from Intelligent Automation in the Title Insurance Industry, Axis Technical Group (June 2, 2022) https://axistechnical.com/extracting-value-from-intelligent-automation-in-the-title-insurance-industry/
As you do your initial research, you will quickly discover a few core points to be aware of when using AI. Importantly, you will find that asking AI questions is a skill in and of itself. Better prompts lead to better output, so you will need to educate yourself on how to craft prompts that yield the results you want.
Maintaining the safety and integrity of systems and sensitive information is another important concern. Free AI may share information that you give it, or there could be settings within the AI platform that you need to change to ensure that confidential information is not made public or available to anyone else. As mentioned earlier, understanding the safeguards around AI tools and using them in accordance with your company’s policies is essential, especially when handling non‑public or sensitive consumer information.
While these technologies are new, some platforms are already being viewed as more reputable than others, especially those backed by major corporate entities. Some AI platforms are not well known and might pose a danger to your network, so it’s best to coordinate closely with your IT department when selecting AI tools for your organization.
Learning how to effectively and safely use AI is a step beyond the initial research. As you continue on your quest for knowledge, I would recommend looking for more free webinars or informative video shorts. A free webinar from The Title Report that may be of interest is, Artificial Intelligence for the Title Industry webinar. It covers (as advertised on its webpage) topics such as:
- Definitions of common AI terms.
- Practical applications of AI in title insurance, including in marketing, sales, communications, graphic design, and more.
- Realistic expectations for what AI can and cannot do.
- Important legal guidelines and quality control measures to consider.
As for video shorts, Vicky Zhao has a bunch of insightful YouTube videos available just for the taking. In one such video, “My 17 Minute AI Workflow To Stand Out At Work,” she introduces us to three more useful AI platforms and demonstrates how they can all be used together to generate the optimal output:
- Elicit – helps users analyze academic papers, extract data, and synthesize findings efficiently.
- Notebook LM – consolidates important points from uploaded documents; a Google AI tool designed to enhance note-taking.
- Claude – transforms uploaded information into actionable products; an AI assistant developed by Anthropic.
After you’ve gotten the benefit of all of these great free resources, you may want to consider paying for some specific courses tailored to your objectives for AI – for what you want AI to do for you. There are no shortage of paid-for resources, either, but finding the right one can be tricky. LinkedIn Learning offers several classes as well as a free trial month. Coursera offers quite a few AI-related short courses at reasonable prices, including one for writing AI-prompts. When all else fails, just google the type of class you are looking for based upon your objectives. Of course, there’s no substitute for actually using the tools themselves and gaining firsthand experience.
Final Thoughts AI isn’t here to replace us—it’s here to make us superheroes in our field. Whether you’re automating tedious tasks, wowing clients with personalized service, or just freeing up time for that second cup of coffee, these resources are your gateway to mastering AI. So, what are you waiting for? Dive in and start transforming y
