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What you'll accomplish

By the end of this guide, you'll have a Claude Project loaded with your agency's standard exception language, underwriter guidelines, and common scenarios. Every time you need to draft a title commitment exception, you'll have a knowledgeable AI assistant that already knows your format — producing consistent, professional language in under 2 minutes per exception.

What you'll need

  • A Claude account (free tier works; Claude Pro at {{tool:Claude.price}} gives more storage and longer conversations)
  • 20-30 example exceptions from past commitments (copy-paste from your files)
  • Your underwriter's standard exception language guide (if you have it)
  • Time needed: 45-60 minutes for initial setup; 2 minutes per exception after that
  • Cost: Free (basic) / {{tool:Claude.price}} (Pro, for longer documents)

How-To Guide: Build a Title Exception Language Library with Claude

Step 1: Create a Claude Account

  1. Go to {{tool:Claude.url}} and click Sign up
  2. Enter your email and create a password
  3. Verify your email address
  4. You'll land on the Claude chat interface

What you should see: A clean chat interface with a text input box at the bottom.

Tools:Claude