『Title Agents Podcast』のカバーアート

Title Agents Podcast

Title Agents Podcast

著者： Mo Choumil
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【Amazonプライム会員限定】今ならプレミアムプランが4か月 月額99円。

10月19日まで。※適用条件あり
"In a world where change is the only constant, Title Agents Podcast 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!"2024 個人ファイナンス 個人的成功 経済学 自己啓発
エピソード
  • The Future of Title Sales: Smarter Selling Through Coaching, Content, and AI

    The Future of Title Sales: Smarter Selling Through Coaching, Content, and AI
    2026/10/13
    More calls, coffee meetings, and office visits won't necessarily bring in more title orders if your sales strategy isn't built around delivering real value. Title sales coach Wade Vander Molen joins Mo Choumil to share how smarter prospecting, targeted relationship-building, AI-powered marketing, and consistent sales habits can help title professionals convert more clients without wasting time on unproductive activities. Tune in to discover how to identify high-value prospects, improve your appointment-to-conversion rate, and build a more predictable pipeline even in a challenging real estate market. What you'll learn from this episode 00:00 – From Title Sales to Coaching: Wade Vander Molen's Journey How Wade built his reputation through educational content, online visibility, and years of hands-on title sales experience. 03:07 – Why Title Sales Reps Struggle Without Proper Training The training gaps that leave title reps making calls and attending meetings without a clear strategy for generating revenue. 05:25 – How to Win Realtor Relationships by Leading With Value Why generic coffee invitations and product pitches fall short, and how solving agents' business problems creates stronger opportunities. 08:40 – Smarter Title Sales Prospecting and Time Management How to qualify prospects, use AI and sales tools, and focus your attention on agents most likely to generate business. 13:23 – Building a Predictable Title Sales Pipeline in a Slow Market Why Wade prioritizes mid- to high-producing agents with consistent business pipelines over chasing every potential referral source. 15:48 – The Sales Habits That Separate Top Title Reps From Average Performers How consistency, disciplined prospecting, and repeatable daily activities create long-term sales opportunities. 17:47 – Using AI and Short-Form Video to Attract More Title Clients Practical ways AI can support sales presentations and content creation, plus why online credibility matters more than going viral. 23:23 – Improving Sales Conversions Through Follow-Up and Accountability How calendar management, warm referrals, intentional follow-ups, conversion tracking, and structured training help title professionals grow. Resources mentioned in this episode The DC Title Guy DCTG Consulting AgentBrief ChatGPT Claude YouTube Instagram Atomic Habits by James Clear | Kindle, Audiobook, and Paperback James Clear's 3-2-1 Newsletter About Wade Vander Molen Wade Vander Molen is a title insurance professional, business development expert, and real estate industry educator known as The DC Title Guy. With extensive experience in the title and settlement industry, Wade specializes in helping real estate agents, lenders, and industry professionals grow their businesses through relationship building, strategic marketing, and effective use of technology. Through his work with Pruitt Title and his personal brand, The DC Title Guy, he shares practical insights on title insurance, real estate marketing, social media, and business development. Passionate about education and innovation, Wade focuses on helping real estate professionals strengthen their client relationships, increase referrals, and stay competitive in an evolving market. Connect with Wade Website: The DC Title Guy LinkedIn: Wade Vander Molen Facebook: Wade Vander Molen-Pruitt Title Instagram: dctitleguy Connect With Us Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected. Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil Stop waiting on underwriter emails or callbacks—TitleGPT.ai gives you instant, reliable answers to your title questions. Whether it's underwriting, compliance, or tricky closings, the information you need is just a click away. No more delays—work smarter, close faster. Try it now at www.TitleGPT.ai. Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold calling—just real opportunities. Get started at AlltechNationalTitle.com. Extra hands without extra overhead—that's Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.
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    36 分
  • Smarter Title Agencies: Turning Data Into Growth

    Smarter Title Agencies: Turning Data Into Growth
    2026/10/06
    Title companies already have valuable data, but having more reports and dashboards does not automatically lead to better decisions. Brad Leupen explains how business intelligence and AI can turn scattered information into proactive insights, helping title leaders monitor referrals, turnaround times, revenue, risks, and other critical KPIs without drowning in noise. Tune in to learn how to start small, identify the data that truly moves your business forward, and use AI to give your team more time for higher-level work. What you'll learn from this episode 00:00 – How AI Is Changing Business Intelligence in Title Mo welcomes Brad Leupen to discuss how AI, analytics, and business intelligence are changing the way title companies use their existing data 04:10 – Building an AI Chief of Staff for Daily Business Decisions Brad shares how his own application monitors emails, Salesforce activity, revenue, retention, cash balances, and other business information to proactively surface what deserves his attention 07:48 – The Biggest Data Mistake Title Companies Make Instead of trying to consolidate everything at once, Brad recommends prioritizing attainable use cases that can generate immediate wins and measurable business value 11:11 – The KPIs Title Agency Owners Should Be Tracking Referrals, turnaround times, task completion, and performance trends can help leaders identify problems early instead of discovering them after the damage is done 13:24 – Moving Beyond AI Chatbots to Proactive AI Workflows Brad discusses how AI can give employees the ability to create tools around their own pain points and why proactive applications may be more valuable than relying on chat interfaces alone 16:41 – Using AI to Spot Revenue and Customer Problems Earlier AI can surface declining customers, changing sales trends, and other business issues, explain what may be driving them, and prepare possible next actions for human review 19:12 – AI Data Security, Privacy, and the Importance of Guardrails Brad explains why AI-generated answers need transparency and validation and why title companies must carefully protect PII rather than simply feeding sensitive information into AI systems Resources mentioned in this episode Informer Informer Apps Salesforce Claude Claude Code OpenAI Project Hail Mary by Andy Weir | Kindle, Paperback, and Hardcover The Catcher in the Rye by J. D. Salinger | Kindle, Paperback, and Hardcover About Brad Leupen Brad Leupen serves as Chief Executive Officer of Entrinsik, where he has spent over 25 years shaping the company's technology and product vision. After graduating from Harvard University with an A.B. in Computer Science, Brad joined Entrinsik in 1997 as CTO and played an instrumental role in developing the Informer platform, including leading the design and launch of Informer 5, the cloud-based, multitenant reporting and analytics platform at the heart of the company today. He was appointed CEO in 2023, succeeding his father and company founder Doug Leupen. Since taking the helm, Brad has driven the integration of AI throughout the platform, from natural language querying to intelligent automation, positioning Entrinsik for the next era of data analytics. Today, Entrinsik serves over 3,000 organizations worldwide. Connect with Brad Website: Entrinsik LinkedIn: Brad Leupen Connect With Us Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected. Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil Stop waiting on underwriter emails or callbacks—TitleGPT.ai gives you instant, reliable answers to your title questions. Whether it's underwriting, compliance, or tricky closings, the information you need is just a click away. No more delays—work smarter, close faster. Try it now at www.TitleGPT.ai. Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold calling—just real opportunities. Get started at AlltechNationalTitle.com. Extra hands without extra overhead—that's Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.
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    31 分
  • How to Leverage AI to Gamify Training and Increase QC in Post-Closing with Nadja Rivera

    How to Leverage AI to Gamify Training and Increase QC in Post-Closing with Nadja Rivera
    2026/09/29
    Behind every smooth closing is a post-closing team managing countless details, deadlines, and data points, and AI is making that work easier to track and improve. Nadja Rivera shares how she uses Claude to build performance dashboards, monitor KPIs, gamify employee training, and turn years of scattered operational knowledge into practical resources her team can use every day. Tune in to discover how title leaders can use AI to improve productivity, strengthen training, and turn everyday operational pain points into smarter workflows. What you'll learn from this episode 00:00 – How AI Is Transforming Post-Closing Operations Mo introduces Nadja Rivera and explores how the post-closing team is putting AI into practice to improve workflows, leadership, and visibility 06:34 – Turning Performance Data Into Coaching Opportunities Individual reports and visual scorecards help managers identify underperformance, recognize top performers, balance workloads, and uncover cross-training opportunities 07:55 – Using Claude to Improve Team Training and Communication Nadja transforms long, easy-to-ignore emails into visual updates covering workflow reminders, common errors, regional knowledge, deadlines, resources, and employee recognition 10:40 – Getting 80% Team Engagement With AI-Powered Training Nadja shares the response to her AI-created resources and explains how visual, interactive content is encouraging employees to engage with and experiment with Claude themselves 12:10 – Gamifying Title, Compliance, and Workflow Training Interactive quizzes make training more engaging while reinforcing real-world topics such as compliance, fraud response, workflow requirements, and cross-branch knowledge 15:38 – Consolidating Years of Title Knowledge With Claude Nadja shows how Claude helped combine years of Maryland recording knowledge and fragmented internal resources into one accessible guide, before discussing what's next for interactive AI training Resources mentioned in this episode Claude Qualia Maryland Recording Guide About Nadja Rivera Nadja Rivera is the Post Closing Manager at ATG Title, Inc. and Alltech National Title, where she helps oversee the critical processes that take place after a real estate transaction closes. Working within the title and settlement industry, Nadja focuses on post-closing operations, document management, compliance, and ensuring transactions are completed accurately and efficiently. Her role supports smooth coordination between internal teams, lenders, real estate professionals, and other parties while helping maintain the accuracy and service standards essential to successful title operations. Connect with Nadja LinkedIn: Nadja Rivera Instagram: @n_a_d_j_a__ Connect With Us Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected. Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil Stop waiting on underwriter emails or callbacks—TitleGPT.ai gives you instant, reliable answers to your title questions. Whether it's underwriting, compliance, or tricky closings, the information you need is just a click away. No more delays—work smarter, close faster. Try it now at www.TitleGPT.ai. Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold calling—just real opportunities. Get started at AlltechNationalTitle.com. Extra hands without extra overhead—that's Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.
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    22 分
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