Title Agents Podcast

Mo Choumil
  • 4.7 (23)
  • Investing
  • Updated Weekly

"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!"

  1. 5d ago

    Smarter Title Agencies: Turning Data Into Growth

    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.

  2. Sep 29

    How to Leverage AI to Gamify Training and Increase QC in Post-Closing with Nadja Rivera

    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.

  3. Sep 22

    How to Leverage AI in Daily Title Operations

    What if AI could turn employee onboarding, performance tracking, and operational data into systems your team actually wants to use? Hope Ottoviani shares how ATG and AllTech are using AI-powered learning hubs, interactive onboarding, branch dashboards, and individual escrow officer scorecards to transform everyday title operations. Tune in to see practical AI workflows already being used inside a title company and discover how better visibility and measurable KPIs can help your team make smarter decisions and improve performance.   What you'll learn from this episode 00:00 – How AI Is Being Used in Real Title Operations Introduction to AI Corner and why the focus is on practical, day-to-day AI implementation rather than theory 05:41 – Using AI Dashboards to Track Branch Performance See how branch scorecards bring closing ratios, error rates, phone activity, workflow completion, and other operational KPIs into one visual dashboard 08:34 – Tracking Escrow Officer Revenue, Errors, and Bonuses Hope explains individual scorecards that give escrow officers visibility into caseloads, revenue per file, errors, client satisfaction, and bonus performance 10:25 – Turning Title Platform Data Into Actionable Insights Learn how data from Qualia and other systems can feed AI-generated dashboards that support coaching, accountability, and better management decisions 11:14 – Solving the Visibility Problem With Performance Metrics Hope shares the pain point that inspired the dashboards and why employees need accessible metrics to understand their performance and career opportunities 13:07 – What's Next: AI Agents and Automated Inbox Triage With dashboards and KPIs established, Hope discusses her next step: building AI agents that can handle inbox triage, content, and routine work while she's away   Resources mentioned in this episode  Claude Qualia Grok   About Hope Ottovian Hope Ottoviani has diverse work experience spanning various industries. Hope began their career in 2005 as a Dishwasher/Caterer at Nissan Pavilion/Jiffy Lube Live. Hope then worked as a Shift Runner at Domino's Pizza from 2005 to 2009. In 2009, they became a Crew Leader at Einstein's Café, where they stayed until 2011. During this time, in 2010, they also had an internship at the CBS Radio Station. In 2010, they joined Starbucks as a barista and remained there until 2011. In 2011, they joined Clearmind Events as a Trainer/Authorized Distributor for a few months. Since 2011, they have worked at Alltech National Title, starting as a Settlement Processor and becoming an Operations Manager. Currently, they hold the position of National Director of Operations.   Hope Ottoviani completed an AA degree in Communications from Lord Fairfax Community College from 2007 to 2009. Hope then pursued a BA in Communications at Christopher Newport University from 2009 to 2011. Additionally, they obtained certifications as an insurance producer and a title producer from ATG Title.   Connect with Hope Website: ATG Title LinkedIn: Hope Ottoviani   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.

  4. Sep 15

    AI Gone Wild: AI Can Now Take Action. Is Your Title Company Ready?

    AI is rapidly evolving from a tool that simply generates answers into an agent capable of taking real-world actions, and that changes the risk equation for every business using it. In this deep dive, Crosby and Zina unpack AI security incidents and controlled experiments to explain specification gaming, excessive agency, prompt injection, and what these risks could mean when autonomous systems enter high-stakes title and escrow workflows. Tune in to discover how title companies can capture AI's enormous potential while protecting funds, customer data, compliance, and human decision-making through carefully designed guardrails.   What you'll learn from this episode The critical shift from chatbots to autonomous agents and why AI is moving from an information risk to an operational risk What specification gaming and reward hacking reveal about an AI's ability to satisfy an objective in ways humans never intended Why excessive functionality, permissions, and autonomy increase risk when AI agents are connected to business systems How indirect prompt injection can turn ordinary emails and external data into potential attack paths for enterprise AI 5 guardrails businesses can implement to gain AI leverage without handing autonomous systems unchecked authority   Resources mentioned in this episode  Hugging Face OpenAI METR Research Redwood Research OWASP GenAI Security Project NIST AI Risk Management Framework American Land Title Association (ALTA) ALTA Best Practices FTC Safeguards Rule Microsoft 365 Copilot EchoLeak (CVE-2025-32711) Anthropic Claude Opus 4 System Card Google DeepMind – Specification Gaming / CoastRunners Palisade Research ReversingLabs NullifAI SafeTensors Jinja2 Documentation HDF5   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.

  5. Sep 8

    The Growth Playbook: Scaling Title Companies with Mike Rubin

    Growth in the title industry isn't just about acquiring companies, adding offices, or implementing the latest technology; it's about protecting the people and culture that made the business valuable in the first place. In this episode, Shaddock National Holdings President Mike Rubin shares his approach to strategic acquisitions, building scalable operations, preserving local brands, developing talent, and using AI to create capacity for future growth. Tune in to discover what makes a title agency attractive to buyers and why culture, community, technology, and curiosity could determine which companies thrive in the years ahead.   What you'll learn from this episode Why preserving local brands and culture matters Three priorities for owners preparing for a future sale How AI and automation can create operational capacity  What strong company culture actually looks like  The overlooked value title professionals provide    Resources mentioned in this episode  Old Man and the Sea by Ernest Hemingway | Kindle, Paperback, and Hardcover First National Title Insurance Company Santa Fe Title Company Landmark Title Assurance Agency Qualia ALTA National Title Professional (NTP) Designation State Title Professional Designations – ALTA NTP Requirements Ben-Hur   About Mike Rubin Mike Rubin is a senior executive with Shaddock National Holdings, where he brings extensive experience in the title insurance and real estate settlement industry. Working within the Shaddock family of companies, Mike focuses on leadership, business development, relationship building, and supporting the continued growth of the organization and its title operations. With a strong understanding of the challenges facing independent title companies and real estate professionals, he is passionate about building lasting partnerships, strengthening company culture, and helping teams adapt and succeed in an evolving industry.   Connect with Mike Website: Shaddock National Holdings | Capital Title of Texas  LinkedIn: Michael Rubin NTP   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.

  6. Sep 1

    From Information Overload to AI Advantage | Mike Simon, Agent Brief

    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.

  7. Aug 25

    From New Jersey to the Future of Title with George Duffield

    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.

  8. Aug 18

    New Leadership, New Vision: Chris Morton on the Future of ALTA

    Chris Morton, the new CEO of the American Land Title Association (ALTA), shares his vision for the future of the title industry. With decades of experience in housing finance and policy advocacy, Chris discusses the regulatory challenges ahead, the evolving role of technology, and the critical importance of protecting property rights. From combating fraud to preparing for the FinCEN reporting rule, this episode delivers practical insights for title professionals navigating today's complex landscape.   What you'll learn from this episode How Chris Morton's background in housing and policy shapes his leadership at ALTA Key regulatory challenges ahead, including the FinCEN real estate reporting rule Why fraud prevention and seller impersonation risk are top industry priorities The role of AI and digitization in title operations and agent intelligence Latest on attorney opinion letters and what title agents need to know   Resources mentioned in this episode  ALTA Title Action Network 2025 ALTA FinCEN Bootcamp 2025 ALTA EDge 2025 ALTA Advocacy Summit  Internet Crime Complaint Center National Association of REALTORS® FHFA    About Chris Morton Chris Morton is the Chief Executive Officer for the American Land Title Association (ALTA), the national trade association representing title insurance companies, title and settlement agents, independent abstracters, title searchers and real estate attorneys who protect real property owners and mortgage lenders against losses from defects in titles. Morton leads an organization focused on improving the skills and knowledge of providers in the real property transaction, effectively advocating for member concerns and standardizing products for industry use. Previously, Morton served as the Chief Advocacy Officer and Senior Vice President of Public Affairs for the association.   A seasoned professional with over 25 years of experience in the financial services arena, Morton has demonstrated success in numerous legislative and regulatory affairs leadership roles over his career. He has been recognized as a Top Lobbyist by The Hill newspaper and named as one of the 500 Most Influential People Shaping Policy by Washingtonian magazine. Connect with Chris Website: ALTA LinkedIn: Chris Morton    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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4.7
out of 5
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About

"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!"

Information

  • Creator
    Mo Choumil
  • Years Active
    2024 - 2026
  • Episodes
    119
  • Rating
    Explicit
  • Copyright
    © 2024
  • Show Website
    Title Agents Podcast

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