For Title Examiners ·
What you'll accomplish
By the end of this guide, you'll use Claude to turn your years of title examination experience into a written training manual — covering the scenarios new hires ask about most. What currently lives in your head becomes a reference document new examiners can use on day one.
What you'll need
Before jumping into content, give Claude background on your role and what you're building:
I'm a senior title examiner with [X] years of experience at [type of company — title agency / underwriter branch / abstract company]. I'm creating a training manual for new examiners. I'll give you a topic and my informal explanation of how I handle it, and you'll turn it into a clear, step-by-step reference guide that a new hire can follow. Include: what to do, common mistakes, and when to ask a supervisor. Use practical language, not legal textbook style.
Now tackle your first high-value training topic:
Topic: How to handle an open mortgage with no recorded satisfaction
My notes: When you find a mortgage in the search that doesn't have a corresponding satisfaction or release, you need to figure out if it's still active. First check: is the original loan maturity date passed? If it's a 30-year from 1985 it's probably paid off. Second: call the title plant and check for any additional recordings. Third: if still unclear, we usually put it as a Schedule B-2 requirement — "Evidence satisfactory to the Company that [Lender] Mortgage recorded [Date] has been fully paid and released." Sometimes the client can get a payoff letter. The real gotcha is when the bank was acquired and you can't find who holds it now — that's when you escalate.
What you should see: Claude transforms your notes into a structured, clearly written training section with numbered steps, common mistakes, and escalation criteria.
Keep the same conversation going — Claude remembers the context you set in Step 2:
Build 5-10 sections in a single session to create a complete starter manual.