🧠 The Smart Title Agent: Let AI Take Notes for You

Still scribbling notes during your client or Realtor calls?
It’s 2025 — and top-performing title agents are outsourcing that task to AI.

This week’s spotlight:
🎤 Fireflies.ai and Otter.ai — AI meeting assistants that record, transcribe, and summarize your meetings automatically.

💼 Why This Matters for Title Agents:

You’re managing:

• Realtors asking for updates every hour

• Lenders chasing closing packages

• Clients with 100 questions about title insurance
  ...and you still need a record of it all.

These tools save hours each week and eliminate the risk of missing critical details.

🔧 How They Work:

✅ Connects to your Outlook or Google Calendar
✅ Automatically joins Zoom, Google Meet, or Teams
✅ Records + transcribes the meeting
✅ Generates a clean summary with action items

🛠 Use Cases in Your Office:

🔹 Post-closing client calls
Generate a shareable summary to document the timeline and final steps.

🔹 Weekly team meetings
Make action items visible to the whole staff. No more “I thought you said…”

🔹 Title problem-solving calls
Search the transcript weeks later for “survey issue” or “lien release.”

🔹 Onboarding and training
Record once — reuse forever for new hires or processors.

🔍 Which One’s Right for You?

Both are easy to set up, free to start, and ideal for solo title agents or multi-office teams.

💡 Pro Tip:

Create an SOP for your office that includes:
➡️ Linking your calendar
➡️ Assigning who reviews summaries
➡️ Saving transcripts in the file

📬 This post is part of The Modern Title Agent — helping title pros work smarter, close faster, and stay ahead.