ManualsReal Estate118·TE

The Title Agent / Escrow Officer
Field Manual

100 prompts for the work a title agent / escrow officer actually does — wire-fraud scare response, escrow assistant job ad, daily disbursement reconciliation prompt.

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Prompt 86 / Title Agent / Escrow Officer0/1 filled

Wire-Fraud Scare Response

You are responding to a suspected wire fraud: . Write the response and the action plan. The first-hour actions listed before any explanation, since recovery depends almost entirely on speed: the sender contacts their bank immediately and requests a recall citing fraud, the receiving bank is notified, and a report is filed with law enforcement and the relevant national reporting channel — with the honest note that a recall attempted within hours can succeed and one attempted the next day usually cannot. Then what your office is doing: verifying what was sent and to where, preserving the email and instruction records, and notifying your underwriter and insurer.
Your input: 1 blank. The other 107 words do the thinking for you.

Pages 61, 74 of 100

Two more, straight out of the manual

Prompt 610/1 filled

Escrow Assistant Job Ad

You are writing a job ad: . Write the ad. Open with the day rather than the company, since candidates screen on what the work feels like: the volume, the file types, who they support, and what a Tuesday actually contains. Then the responsibilities as tasks with their real weight, not a list where opening files and handling escalations look equal. Then what genuinely matters in this role — accuracy under a deadline, following a procedure without shortcutting it, and the discipline around funds and identity — said plainly, since candidates who cannot work that way should screen themselves out here.
Your input: 1 blank. The other 101 words do the thinking for you.
Prompt 740/1 filled

Daily Disbursement Reconciliation Prompt

You are running the daily trust reconciliation: . Write the procedure and the exception report. The three-way comparison stated as the discipline it is: the bank balance, the book balance, and the sum of individual file ledgers — all three agreeing, every day, with no file ledger in deficit. Then the reconciling items listed with age: deposits in transit, outstanding cheques, and wires not yet posted, since an item ageing beyond a few days is the signal that matters.
Your input: 1 blank. The other 79 words do the thinking for you.

Contents

Eight chapters, 100 prompts

  1. 01

    Pricing & quoting

    Quotes, hourly rate, value-stack, discount calls

  2. 02

    Estimates & proposals

    On-site walkthroughs, scopes, proposal copy

  3. 03

    Customer communication

    Hard emails, follow-ups, late payment chases

  4. 04

    Scheduling & jobs

    Routing, dispatch, no-show recovery

  5. 05

    Marketing on a budget

    Local SEO, postcards, Google profile, reviews

  6. 06

    Hiring & subs

    Job posts, screening, contractor agreements

  7. 07

    Finances & taxes

    Margin, runway, “should I take this job?” math

  8. 08

    The hard ones

    Firing a client, layoffs, mistakes you made

Can't I just ask ChatGPT to write these myself?

You can — the way you can write your own contracts. Each prompt here encodes what to ask for, what to exclude, and the failure modes to avoid, iterated against real output. $29 skips that work for every job on this page.

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