How to Roll Out New Tech (Without Breaking Your Team)

We’ve seen it before: title agencies invest in new tools that should save hours each week… but the team keeps doing things the old way.

Why? Because rolling out technology is as much about people as it is about software.

Here’s some pointers to help stir the excitement of something new.

✅ 1. Start With the Pain Point

Don’t buy tech because it looks cool. Buy it because it solves a real, everyday issue.

🔍 Ask yourself:

• Are we wasting time chasing documents?

• Are there too many manual data entry errors?

• Is communication lagging between us and agents/lenders?

When tech directly solves a pain point, adoption is 10x easier.

✅ 2. Start Small: Pilot First

Don’t roll out to the whole team at once. Choose a small group, ideally your most adaptable processors or closers, and let them test the new tool for 30 days.

🎯 Goal of the pilot:

• Spot glitches

• Gather feedback

• Build internal case studies

✅ 3. Assign a “Tech Champion”

This is your internal influencer. Someone who:

• Understands the workflow

• Is respected by the team

• Can help others get up to speed

They don’t need to be IT—just confident and curious.

✅ 4. Keep Training Short and Visual

No one wants to read a 20-page manual.

🛠️ Try this instead:

• Record 3-minute Loom walkthroughs

• Create 1-page visual SOPs

• Host a 20-minute Q&A on Zoom

Your team will thank you.

✅ 5. Integrate with Tools You Already Use

Tech adoption fails when it feels disconnected. Make sure your new tool integrates with:

• Gmail/Outlook

• Title Production Systems

• Slack/Teams

📌 Pro tip: Tools that sit inside your email/calendar = higher usage.

✅ 6. Set a Clear Launch Plan

Make adoption feel like a campaign, not a suggestion.

🗓️ Sample 4-week plan:

• Week 1: Announce + Train

• Week 2–3: Pilot and refine

• Week 4: Full go-live with support

Use checklists. Track milestones. Keep it visible.

✅ 7. Celebrate Quick Wins

Adoption sticks when your team sees results fast.

🎉 Ideas:

• Share time saved per file

• Highlight a teammate’s win using the tool

• Show how it improved client response times

✅ Bonus: Only Roll Out One Tool at a Time

Even great tools fail when they come all at once.

⏳ Best practice: roll out a new tool every 6–12 weeks, max.

📈 Final Thought

Tech doesn’t transform your business—your team does.

Support them with clear communication, easy training, and patience. The ROI will follow.

—
✉️ The Modern Title Agent
Helping you modernize title operations, tech & team—one deal at a time.