Create a Title Examiner Training Manual with Claude

1. Go to claude.ai and sign in
2. Click New chat (the pencil/edit icon in the sidebar)
3. You'll see a clean chat window with an input field at the bottom

Before jumping into content, give Claude background on your role and what you're building:

1. Click in the chat input and type:

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.

1. Press Enter. Claude will confirm it understands

Now tackle your first high-value training topic:

1. Type your explanation of a common scenario in your own words: bullet points, sentence fragments, whatever comes naturally.

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.

1. Press Enter

What you should see: Claude transforms your notes into a structured, clearly written training section with numbered steps, common mistakes, and escalation criteria.

1. Read Claude's draft. It should be clearer and more organized than your notes.
2. Ask for changes if needed:

• "Make step 3 more specific. Add that you should search under all successor bank names"
• "Add a section on what to do when the original lender no longer exists"
• "Shorten this. New hires don't need that much background"

1. When satisfied, copy the section into a Word doc or Google Doc

Keep the same conversation going. Claude remembers the context you set in Step 2:

1. Type "Next topic:" followed by your next topic
2. Give your informal explanation
3. Claude produces the next training section

Build 5-10 sections in a single session to create a complete starter manual.