Title reps don't need another mountain of data; they need to know exactly when that data creates an opportunity. In this episode, Mike Simon explains why real-time signals, intentional automation, and AI work best when they support rather than replace the human relationships that drive title sales. Tune in to learn how better timing, smarter prospecting, and meaningful outreach can help title professionals stop chasing the past and start winning what's next.

What you'll learn from this episode

• Why historical transaction data falls short

• The biggest mistake with automation

• How timely data creates better conversations

• What real estate agents actually want from title partners

• A competitive advantage of combining technology with human connection

Resources mentioned in this episode

• Salesforce

• HubSpot

• ListReports

• AgentBrief Buyer Trend Analysis

• AgentBrief F.A.M.E. Framework

• Title Reps Only (TRO)

• The Boys In The Boat by Daniel James Brown | Paperback, Hardcover, and Kindle

About Mike Simon

Mike Simon is the founder of AgentBrief, a technology platform designed to help title professionals and real estate agents strengthen relationships and stay informed with timely, actionable market intelligence. Drawing on his experience in technology, sales, and the title industry, Mike focuses on using data and automation to make business development more efficient and meaningful. Through AgentBrief, he helps title agents deliver relevant insights to their real estate partners, create more valuable conversations, and build stronger referral relationships in an increasingly competitive market.

Connect with Mike

• Website: AgentBrief

• LinkedIn: Mike Simon

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.

Title insurance may be an old-school industry, but George Duffield believes staying relevant means refusing to operate with an old-school mindset. In this episode, George shares how his real estate background shaped his customer-first approach at National Integrity Title Agency, from improving communication and tracking referral intelligence to embracing AI as a second set of eyes for title professionals. Tune in to discover why better technology, stronger relationships, and a willingness to evolve could separate the title agencies that thrive from those that get left behind.

What you'll learn from this episode

• Why alignment between sales and operations matters for delivering a smoother customer experience

• The power of tracking customer and referral data to identify concentration risks and make smarter growth decisions

• What makes title insurance a fundamentally referral-driven business and why service becomes the differentiator when pricing is regulated

• How AI can act as a second set of eyes to reduce human error and strengthen title examination and quality control

• One of the biggest obstacles preventing title agencies from evolving

Resources mentioned in this episode

• Dale Carnegie

• Salesforce

• ResWare

• CloseSimple

• HubSpot

About George Duffield

George Duffield is the Co-Founder of National Integrity Title Agency, a full-service title insurance and settlement company serving real estate professionals, lenders, attorneys, buyers, and sellers. With decades of experience in the title and real estate industries, George brings extensive expertise in business development, leadership, and client relationships. Through National Integrity Title Agency, he has focused on building a service-driven organization grounded in integrity, responsiveness, and strong industry partnerships while helping clients navigate real estate transactions with confidence.

Connect with George

• Website: National Integrity Title Agency

• LinkedIn: George E. Duffield SR

• Facebook: George E. Duffield

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.

What if your title company's biggest competitive advantage isn't new data but the data you already own? In this episode, Lili Farhandi shares how Razi is helping title professionals unlock the hidden value inside prior policies, leverage AI responsibly, and generate new business without sacrificing the relationships that define the industry. If you're curious about where title technology is heading and how AI can strengthen, not replace, the human side of the business, this conversation is a must-listen.

What you'll learn from this episode

• Valuable assets for reducing search time, lowering costs, and improving operational efficiency

• The role of purpose-built AI in eliminating hallucinations and improving accuracy for title workflows

• How lead alerts help title agents create meaningful conversations instead of generic sales pitches

• What the future title transaction could look like with greater transparency, automation, and human expertise

• Why technology should amplify relationships rather than replace the trust that drives the title industry

Resources mentioned in this episode

• Title GPT by Razi

• Qualia

• SoftPro

• My Uncle Napoleon by Iraj Pezeshkzad | Kindle, Paperback, and Hardcover

About Lili Farhandi

Lili Farhandi is the CEO and Co-founder of Razi Exchange, where she leads the development of AI-powered technology that helps title agents, lenders, and real estate professionals accelerate growth through smarter client engagement and workflow automation. A seasoned technology executive with deep expertise in product strategy, innovation, and business growth, Lili previously served as Head of Product at ClickSWITCH, guiding the company through its successful acquisition by Q2 Holdings. She holds dual degrees in Computer Engineering from Purdue University and Tehran University and is passionate about leveraging technology to solve complex business challenges and transform the real estate industry.

Connect with Lili

• Website: Razi Exchange

• LinkedIn: Lili Farhandi

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.

Discover how CloseSimple, co-founded by Bill Svoboda, is revolutionizing the title and escrow industry. Learn how their platform is helping professionals like you enhance client communication, streamline workflows, and improve overall customer satisfaction. Join us as Bill shares insights on leveraging technology to build stronger relationships and drive business growth.

What you'll learn from this episode

• How to build a successful business by listening to your customers' feedback

• The importance of enhancing customer experience in title and escrow services

• Why automation and proactive communication are key in reducing stress for title professionals

• Strategies for leveraging AI and technology without losing the personal touch

• Bill's entrepreneurial journey, the lessons learned, and how to scale a business in a niche market

Resources mentioned in this episode

• Swim with the Sharks Without Being Eaten Alive by Harvey B Mackay | Paperback and Kindle

• How to Win Friends and Influence People by Dale Carnegie | Paperback, Hardcover, and Kindle

About Bill Svoboda

In 2003, Bill Svoboda founded his first company in his college dorm, quickly gaining esteemed clients like Google, Facebook, and LinkedIn. His entrepreneurial journey led him to deliver a TEDx talk to 1,800 people, showcasing his expertise in customer experience, engagement, marketing, and growth strategies.

Bill is the co-founder of CloseSimple, a software that simplifies and secures the real estate closing process for over 200 Title & Escrow companies nationwide.

Bill writes business and children's books in his free time, aiming to inspire creativity and innovation. Through his stories, he motivates business professionals and young minds to think outside the box, develop unique ideas, and embrace their creative potential.

Connect with Bill

• Website: CloseSimple

• LinkedIn: Bill Svoboda

• Facebook: CloseSimple

• Instagram: @close.simple

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

What does it really take to build a thriving title company from scratch while overcoming life's darkest moments? In this deeply personal conversation, Mike Ruder shares how tragedy, addiction, resilience, and an unwavering commitment to people shaped both his life and the rapid growth of Legacy Settlement Services. If you're looking for practical sales wisdom, leadership lessons, and a reminder that personal growth fuels business success, this episode is one you won't forget.

What you'll learn from this episode

• Why consistency beats market conditions when building a successful title sales career

• The simple sales system Mike used to grow lasting relationships and generate repeat business

• What separates thriving title companies from those that struggle to retain great people

• How gratitude and follow-up strategies can dramatically increase referrals and client loyalty

• The importance of becoming your best self before chasing business success

Resources mentioned in this episode

• HubSpot

• Qualia

• The Untethered Soul by Michael A. Singer | Kindle, Hardcover, and Paperback

About Mike Ruder

Mike Ruder is the founder and CEO of Legacy Settlement Services, a rapidly growing title company serving Maryland, Washington, D.C., Virginia, Pennsylvania, and Florida. Since launching the company in 2020, Mike has built Legacy into one of the highest-volume title agencies in Maryland by combining a people-first culture with innovative sales systems, technology, and exceptional client service. A respected leader in the title industry, he is passionate about mentoring sales professionals, building high-performing teams, and creating an environment where employees and clients thrive. Beyond business, Mike openly shares his personal journey of overcoming addiction and adversity, inspiring others to embrace resilience, lead with authenticity, and pursue both personal and professional growth.

Connect with Mike

• Website: Legacy Settlement Services

• LinkedIn: Michael Ruder

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.