How to Use ChatGPT for Title Agents: AI Workflow Guide | Ep33

In a world where change is the only constant, Mo Shumil stands at the forefront, guiding title professionals to not just grow their businesses, but to master the art of innovation. With every episode, you're handed the keys to unlock unparalleled growth and stay ahead of the curve. Get ready for a transformative journey. Hello everyone, and welcome to another episode of Dialysis Podcast. I am your host, Mo Shumil, CEO of Alltech National Title.

Today's episode, we're going to dive into artificial intelligence, AI, specifically how tools like ChatGPT can help title professionals save time, improve efficiency, and even boost customer experience. If you've heard of AI, but aren't sure how it fits into your daily workflow, this episode is for you. I'll be breaking down what large language models, or LLMs, are in simple terms, showing you how to use ChatGPT and other LLM models in real time, and sharing practical use cases tailored for title agents, escrow officers, and business owners. By the end of this episode, you'll have a clear understanding of how to make AI work for you, not replace you. How to work with you to get more done with less effort.

Let's jump in. So what is an LLM, or large language model, or artificial intelligence, or AI? You may be asking yourself this question, well, artificial intelligence has been with us for decades. If you talk to Siri, talk to Alexa, that's all artificial intelligence, or maybe baby artificial intelligence. That was the entry to AI world, more of asking a machine to do something and it does it for you.

Like a self-driving car, like a Tesla, or something similar to it, that's artificial intelligence driving you. Or autopilot in airplanes, that's artificial intelligence. Or robots in factories that make cars and parts in factories, that's all AI. What a difference, what the biggest change, or the biggest shift that happened in the fall of 2022, with a company called OpenAI, that launched ChatGPT, or a large language model, LLM. It was the first time you can actually interact or talk back and forth with AI.

With ChatGPT, you can ask questions, and literally a smart, intelligent AI, whatever that thing is behind the computer, gets information back to you that just blows your mind. The best way to look at ChatGPT, or other models like Claude, or LLM, or Google's, what is it now? It started off with BART, but now it's called Gemini. It has the ability, it's like having an executive assistant that are literally super smart. The current ChatGPT model has an IQ of 120, and I think we're a couple models away, next few months, it's actually going to increase that IQ to 140 or more.

Basically going to have a genius person as your assistant, or as it empowers you to be more efficient, and just literally make you more productive. You ask yourself, I've had Google search. I've had Google search for a long time, it's amazing, but a difference between Google search and asking a question to an LLM, like ChatGPT, is literally, it just gives you the answer. Instead of searching a question like, hey, what's the best restaurant, or give me the best top five restaurants in, let's say, in Washington, D.C. Google will give you a list of websites, and everybody's competing to advertise, and you get the yellow, everybody's going to put in their list of companies there.

The difference between, when you ask that question to ChatGPT, it literally lists those companies for you. It gives you the answer. So you don't have to go and search for other websites. So a lot of people may be concerned about a ChatGPT or AI going to replace the jobs, but really the best way to think of it is more, it's going to enhance what you do, makes you more efficient, more valuable to your company, then get things done better, smarter, and faster. I think it's just got to be just simply make it more valuable to your company, and if you're a business owner, it's going to be more efficient and be able to produce more and do more.

Let's try ChatGPT and give you some real-life examples on how to use it and how to talk to it. Basically, it's like a text messaging back and forth. If you have the app on your phone, you can actually talk to it. It can just ask a question and it'll give you the responses of what you're asking it. The power of ChatGPT is literally the prompt or the question you ask it.

The better the question, the more detail, the more framework you give it, the better the response. So it's very important that you get used to asking the right questions here. The website is ChatGPT.com, so right here, and let's start asking some questions here. Let's say you have a customer, a first-time homeowner that's having questions about title insurance. Like, please help me draft an email explaining title insurance to a first-time homebuyer and press enter.

It's very polite, of course, it's a draft email you can send to the first-time homebuyer explaining title insurance in a simple, approachable way. A subject, understanding title insurance, your new home, their homebuyer can obviously put the person's name in here, I hope you're doing well, all this kind of very nice introduction. It says, title insurance, a type of protection for both of you and your lender that insures the property you're purchasing has a clear and clean title. In simple terms, a title refers to a legal right to own and use the property. Before you close a new home, the title company will perform a thorough search to make sure there are no issues.

So then it goes to why title insurance is important. What does it cover? Legal fees, if someone challenges you, financial protection, a problem is discovered, a defect in a property title that could threaten your ownership rights. Do I really need it? This question is here, yes, I strongly recommend it.

I'm glad that you have an opinion here. While it's not required by law in most places, most lenders will require title insurance policy to protect their interest in the property. So this is a quick example to create some, literally in a matter of seconds, I had this email that's professional and actually can ask for a different tone. If you want to be more professional, more casual, more conversational, it will rewrite it for you. Let's say another example, you want to post a job opening.

Help me draft a job post for an escrow officer position in Texas. Just ask a really simple general question and I'm going to ask it, hey, feel free to ask me clarifying questions. All right, I'd be happy to help you with that to make sure the job post accurately reflects what you're looking for. Experience requirements, what level of experience are you looking for? Senior level, mid-career, I'll say one, experienced, I'm going to say senior level, yes, licensed escrow officer.

Then for the details, obviously, you can add this, you're going to give it the company name, three, I'm going to say here, Alltech, national title, responsibilities, and let's say let's play with this. Click enter. I'm going to give this, I actually searched the web and looked up Alltech national title and it gives a little description about the company and a job description. We're seeking a senior escrow officer to join our dynamic team in City, Texas. In this role, you will oversee management and processing of complex escrow transactions, ensuring smooth and timely closings for your clients, key responsibilities, manage all aspects of escrow closings, work closely with buyers, review title reports, ensure escrow files are in compliance with legal, regulatory, and company requirements, and the list of all, you can actually add to this.

We can just cut and paste into Word documents or you can ask it to add more stuff if you want to. The qualification, minimum experience, you can put here three, four, five, ten years, whatever the requirements you need. And here, the why Alltech national title, it's in here, the competitive salary performance, base bonuses, benefit package, pay time off, all that fun stuff, you can actually modify this as well. How to apply, then you can put the email address here, so that clearly within less than a minute, we have a professionally written job post. And let's say for fun, let's say you want to travel to Canada, I want to go to Montreal for a long weekend, and this is a fun question to ask, please help me with the things to do for a two-day weekend in Montreal, let's try that.

Help me with the weekend plan, three days in Montreal, this is my first time traveling to Montreal. I like to sightsee, say hike, watch sports. Let's say for for fun, let's say you want to travel Let's say you want to travel to Canada. I Want to go to Montreal for a long weekend and this is a fun fun question to ask. Please help me with Things to do for today weekend in in Montreal.

Let's try that help me With weekend plan three days in Montreal. This is my first time traveling to Montreal. Yeah, I like to Sightsee I say hike watch sporting events and Good food. Let's see what it says here. So this is it's always very polite and nice This sounds like a fantastic trip Montreal's an amazing city with a lot to offer from vibrant neighborhoods To beautiful outdoor sports spots and incredible food.

Here's the three-day weekend itinerary Cover sightseeing other activities sports and food. It's a literally kind of a day one all Montreal and foodie delights sign all-time Montreal view of Montreal Wander the cobblestone streets and explore the historic area key spots include Rotterdam Basilica old port view port Plus Jacques Cartier. So like Lily gives you itinerary It's incredible free travel and that tells you literally what to do Day by day and you can actually the more questions you ask it the more details you give it the the the The the better it gets and Let's say when I'm this is just going back and forth with charge EPG's to just like text messaging by texting with expression with a intelligent computer base That has the knowledge Lily the now the beauty by the charge EPT and other model at 11 models Now they're connected to the web. They can really browse the web in Seconds and get you information and find information that you're looking for. Let's say How it can help you draft social media campaigns I would like to I would like to plan a social media campaign for our title company, can you help me with themes for each month and some General posts.

This is very high level. We can go Lily go in depth month by month a week by week Let's see Here we go. Let's try this So I would love to help you create a social media campaign for your title company a well-planned campaign can build brand awareness Educate your audience and engage clients Throughout the year. Here's a monthly theme plan with ideas for posts that you can tailor to your company's voice and audience So January new year new homeowners Team planning for your home purchase in 2025 post ideas tip of the month start the year Off right if you're planning to buy a home in 2025 Make sure your finances are in order and begin gathering the necessary documents for a smooth closing client testimonials share client a success story Interactive poll quiz. I'm sure you've seen those and in social media, especially on Facebook people doing quizzes and polls behind the scene show Your team working hand to make hard to make closings happen smoothly Highlight staff and showcase your company culture.

So like Lily this each week you just do one post and actually help you Draft the post like a little it. I'm like, hey, can you? February love where your hips is all by Valentine March is spring into a home buy-in That's a theme and it's gonna go on and on and on and on. I'm like, let's say Please help me draft Let's say Five posts For January. Absolutely post new year new goals caution new year new homeowners as we cook out 2025 many are setting their sights on a new home whether you're a first-time homebuyer or looking for your dream property We're here to guide you every step of the way You get the points here.

Like here is a post to thought insurance 101 post three client testimonial first-time homebuyer Ideally you want to get one of testimonials put it here post for real estate market trends January update post five such a year off right with title protection caption then and You can literally can with most social media you can schedule these you can set Lily in 30 minutes 15 minutes 30 minutes a month and you can schedule this post and you Can I set it and forget it in a way? Obviously when we split people like your pose you want to talk you want to respond to them you want to engage with your audience So this is a Lily kind of this is chat GPT 101 and I just want to give you a little a little taste of if you're Of what it does and what its capabilities and take that kind of data They mystify it because it's gonna be scary here artificial intelligence. So you think you're requires engineering We have to be super smart. You don't it Lily It's just a few Siri in the past if you use Alexa There's no difference except talks back to you. It is somebody very intelligent or something very intelligent talking back to you I just I literally been using chat GPT Since its inception in late 2022 I can I don't think there's a day that passes without me kind of using it for some capacity asking questions Clarification research you name its email responses sometimes if I wanted to be more clear and concise or because I'm not a very good writer So that's unlimited and we can have in a future episode in our AI corner we're gonna definitely get it more in depth and I kind of Lily kind of help you use chat GPT and other models and to kind Of empower you and have make sure you're you're productive and work is smarter Not harder as we finish as we finishing up this episode of AI corner So AR isn't huge takeover At the world or your job.

It's here to take tasks off your plate So you can focus on what really matters building relationships closing deals and growing your business I challenge you to try out at least one thing we covered today Whether it's using charity PT to draft an email Brainstorm social media content or simply a complex topic for clients so you can save you time We found this episode helpful, let me know send me a message or share your favorite I use case with me and if you haven't already be sure to subscribe so you never miss an episode Until next time keep learning keep growing and keep making moves in the talent industry And that's a wrap on today's journey with motion mill from the title agents podcasts Reminding you that mastering the art of innovation is key and the title industries fast-paced world If you're finding it tough to keep up with the changes and challenges Remember, you're not alone. Our calendar is open for you Find the link in the show notes and let's connect Make sure to hit subscribe to not miss out on strategies that elevate and insights that empower Together we'll navigate the future of the industry. I look forward to our next meeting in the upcoming episode Keep pushing keep innovating and see you in the next episode You