The AI Assistant Already in Your Inbox: Copilot for Title Agents

If you’re a Title Agent buried in emails from agents, lenders, and clients… this one’s for you.

Microsoft’s Copilot in Outlook can help you get through your inbox faster, follow up more professionally, and stay organized — all using built-in AI tools you may already have access to.

Here’s how to start using it today:

🔍 What Is Copilot in Outlook?
It’s part of Microsoft 365 (for Business or Enterprise users), and it appears right inside Outlook with features like:

• ✨ Draft with Copilot

• ✨ Summarize Thread

• ✨ Reply with Copilot

Look for the sparkle/star icon in your email toolbar or pane.

💼 5 Ways Title Agents Can Use Outlook Copilot Daily

1. Write Professional Replies Instantly
Instead of spending 10 minutes crafting the perfect email, just ask Copilot:

“Write a reply confirming closing for Friday at 10 AM. Include location, documents needed, and offer to answer any questions.”

📩 Edit and send in under a minute.

2. Summarize Long Email Threads
Get a bullet-point breakdown of those 15-message threads between buyer, agent, and lender.
No more digging — just click “Summarize with Copilot.”

3. Automate Follow-Ups & Escalations
Need a payoff? Waiting on documents? Use Copilot to draft gentle but clear reminders.

Prompt: “Follow up on payoff request for Smith file. Closing in 48 hours. Keep tone professional but urgent.”

4. Turn Emails into Tasks
Copilot can extract to-dos from emails and help you move them into Microsoft To Do or Planner.
📌 Stay on top of every file without extra clicking.

5. Send Weekly Status Updates
Update your agent partners with a single click.

⚠️ Pro Tips for Title Industry Compliance

• Avoid using Copilot for sensitive NPI content.

• Always proofread AI-generated drafts.

• Set your preferred tone — “friendly,” “professional,” or “confident.”

🔧 Not Seeing Copilot in Your Outlook?
Ask your IT provider if your Microsoft 365 plan includes it. Some require an add-on license.

Learn more directly from Microsoft, click: Copilot

✅ Bottom Line:
Copilot saves time, boosts professionalism, and keeps your closing pipeline moving. It’s like giving your inbox a full-time assistant.