📖Create Title Agency Training Manuals (SOPs) in 30 days or less

Creating Standard Operating Procedures (SOPs) can feel like a beast—especially when you're busy juggling closings, curative issues, and client emails. But what if you could create polished, repeatable processes across your agency without starting from a blank page?

This 30-day training plan will help you build an SOP library for every department using three modern tools that do the heavy lifting for you:

• Tango or Scribe — Auto-document your workflows while you click

• Notion AI — Organize and enhance SOPs into checklists and playbooks

• Loom + AI — Record video walkthroughs with transcripts, automatically

🔄 Week 1: Foundation — Setup and Orientation

Goals:

• Get familiar with the tools

• Set up folders and templates for each department (Escrow, Curative, Policy, Post-Closing, etc.)

Steps:

1. Create accounts for Tango or Scribe

2. Install the browser extension

3. Create your workspace in Notion and activate Notion AI

4. Sign up for Loom and organize folders by department

📆 Week 2–3: Auto-Document with Tango or Scribe

Goal: Capture 2–3 daily tasks per department as step-by-step walkthroughs

Steps:

1. Launch Tango/Scribe and begin recording

2. Perform the workflow as usual (e.g., “Generate CPL in RamQuest”)

3. Stop the recording to auto-generate the SOP

4. Edit steps/titles and export to PDF or share link

5. Upload to Notion as a base SOP

Quick Win SOP Ideas:

• How to issue a title commitment in Qualia

• How to balance a file before closing

• How to send a wire confirmation

🏋️‍♀️ Week 4: Format with Notion AI

Goal: Refine and turn SOPs into clean, structured checklists/playbooks

Steps:

1. Paste Tango/Scribe steps into Notion

2. Prompt Notion AI: “Turn this SOP into a checklist with bullet points and a short introduction.”

3. Add tags, checkboxes, and assign owners for each SOP

4. Organize by department with internal links or a table of contents

🎥 Week 5: Record with Loom + AI

Goal: Add training videos for each SOP to support visual learners

Steps:

1. Open Loom and start screen recording while narrating the task

2. Let Loom auto-generate your transcript

3. Edit for clarity and save video to the right folder

4. Link video in your Notion SOP

🚀 Bonus Week: Team Rollout

Steps:

• Host a team walkthrough of the new SOP Library

• Assign specific SOPs for training or cross-training

• Use as part of your onboarding process for new hires

✅ Final Outcome: A Searchable, Scalable SOP Library In just 30 days, you’ll have a documented, repeatable system for every key task—complete with screenshots, checklists, and videos. No more guessing, inconsistent workflows, or rewriting the same instructions again and again.

Ready to modernize your title agency's operations? This plan makes it easy, fast, and actually fun.