Hey AI, Can You Make My Day Easier?

By: Luke Noble

In the Built World, professionals are constantly faced with tight deadlines, high expectations, and complex details that leave very little room for inefficiency. Whether you’re a title insurance underwriter working through a tough curative issue, a processor juggling multiple files, or a closer finalizing documents for funding, the pressure to be fast, accurate, and professional is always present. Given these realities, any tool that can streamline everyday tasks is worth considering—especially if it helps employees focus more of their time on work that truly demands their expertise.
 
Artificial intelligence has entered this conversation in a big way, with tools like ChatGPT offering new ways for professionals to improve their workflows. While AI may not (and should not) replace human judgment or licensed professionals, it can provide real-time assistance on tasks that are repetitive, time-consuming, or require a fresh set of eyes. For title insurance companies looking to enhance internal efficiency without compromising quality, ChatGPT and similar tools are proving to be valuable resources.

One of the most immediate and practical uses for AI in the title space is helping with email communication. Professionals in our industry spend a significant portion of their day writing and responding to emails, often with clients, lenders, agents, or attorneys. These messages must strike the right tone—professional, clear, and sometimes empathetic—while conveying complex information efficiently. AI platforms like ChatGPT, Jasper, and Grammarly can assist by reviewing an email draft and suggesting ways to make it sound more confident, tactful, or concise. For instance, if a team member is struggling to write a message to a client explaining a delay or a document issue, they can input the basic facts and ask the AI to help them rewrite it in a way that’s clear but not alarming. This can help employees feel more confident in their communication, especially when under pressure, and it often speeds up the process of responding to time-sensitive issues.
 
AI can also be useful when it comes to explaining complicated title documents or commitments. While it cannot yet complete entire commitments it can reword specific items into plain English. This is helpful when training new staff, or when preparing explanations for clients who are unfamiliar with title terminology. For example, if a borrower is confused by the language in Schedule B or doesn’t understand the implications of a specific endorsement, an employee can ask ChatGPT or Claude to paraphrase the clause in layman’s terms. This approach is particularly effective in helping employees improve the quality of their service by making technical information more accessible to clients.
 
Another practical area where AI tools shine is with Microsoft Office support. Many professionals in this industry frequently rely on Excel for tracking transactions, balancing files, or calculating prorations. However, not everyone is an Excel expert, and it’s easy to lose time searching for the right formula or trying to format a spreadsheet correctly. ChatGPT or Microsoft's own AI assistant, Copilot, can act as real-time tutors, offering step-by-step instructions or generating formulas on request. For example, if someone needs to calculate the number of days between two dates for a per diem interest calculation, they can simply ask how to do it, and AI will provide the formula and explain how to use it. The same applies to Word documents. When formatting issues pop up in closing packages or templates, these AI tools can help troubleshoot those problems or provide tips for creating more professional-looking documents.
 
Beyond technical help, AI tools are also becoming a reliable assistant in internal documentation and process development. Title companies often struggle to maintain up-to-date standard operating procedures, especially in fast-paced environments where policies can evolve with each new regulation, platform update, or client request. ChatGPT can be used to generate the first draft of a policy or workflow simply by inputting rough notes or outlining a series of steps. It can help formalize onboarding guides, checklist templates, or training documents, and it can adjust tone and formatting depending on whether the document is intended for internal staff, clients, or vendors. This has become an especially powerful tool for managers and team leads who are juggling day-to-day operations while trying to improve consistency and training outcomes across their teams.
 
ChatGPT and other AI platforms also provide real value when brainstorming solutions to unique challenges that arise during transactions. Let’s face it—no two files are the same, and unexpected problems are part of the job. While AI cannot make legal decisions or offer binding advice, it can help professionals talk through options, generate ideas, and explore the potential consequences of different approaches. For example, an escrow officer dealing with a vesting issue on a deceased seller might use AI to explore how to explain the problem to the buyer or agent, or how to phrase a request for additional documentation from an estate attorney. It’s not about replacing professional insight; it’s about giving employees a sounding board and helping them organize their thoughts before acting.
 
Finally, AI can be a quiet partner in your marketing and client outreach efforts. In smaller agencies or branch offices where business development efforts are managed in-house, tools like ChatGPT or Jasper can support content creation for email campaigns, newsletters, or social media posts. They can help draft informative LinkedIn updates that explain the value of title insurance or assist in preparing follow-up notes to past clients or agents. These tasks often fall to the bottom of the to-do list in busy offices, but with a tool that generates quick drafts based on a few prompts, it becomes far easier to stay engaged with your referral network and build consistent messaging across platforms.
 
The future of the built world will always be rooted in trust, service, and expertise. Those are not yet qualities that AI can replicate though it can certainly help. When used correctly, tools like ChatGPT, Jasper, Claude, Copilot, and Grammarly can support the professionals who make this industry thrive by helping them work faster, write more clearly, solve problems more creatively, and spend less time stuck on administrative roadblocks. It’s not about doing more with less—it’s about freeing up your team’s time and energy for the work that truly matters.
 
If you’d like to learn more about how AI can support your team’s daily operations or explore ways to introduce smart tools into your workflow, we’d be happy to help. At Anderson|Biro, we stay ahead of the trends so our clients can stay focused on what they do best.
 
 
Anderson|Biro is a full-service, Executive Search firm dedicated nationally to the Financial Services sector. We source talent to service all aspects of the Built World, including the Land Title Insurance, Settlement and Appraisal industries. We have forged successful partnerships with leading Homebuilders, iBuyers, Fintech, Servicers, Law Firms, Real Estate Brokerages, Private Equity and Lenders with direct or indirect stakes around the real estate closing table. We offer quality solutions for clients in these primary fields and beyond. Our candidates are screened for specific industry experience, outstanding track records, and values that complement your mission and culture.

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