ManualsReal Estate118·TE

The Title Agent / Escrow Officer
Field Manual

100 prompts for the work a title agent / escrow officer actually does — buyer closing-cost explanation, opening file welcome email, missing item request.

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Prompt 1 / Title Agent / Escrow Officer0/7 filled

Buyer Closing-Cost Explanation

Draft a buyer-facing explanation of estimated closing costs for on at . Use only user-supplied or placeholder numbers; never invent fees. Structure your output as: (1) **Executive Summary** — 3 bullets for estimated total, items most likely to change, and the buyer's next confirmation step. (2) **Detailed Analysis** — a labelled breakdown separating lender charges, title/escrow fees, recording/government charges, prepaid/escrow items, and . (3) **Appendix** — assumptions, missing inputs, and who must verify each amount. Include a 2-line example: `Buyer cash to close: ` and `Still needs verification: by `. The reader is a buyer who skims dollar labels first; use plain language and no legal, tax, or financial advice. End with the exact risk-control reminder below.
Type into the yellow slots

Pages 7, 13 of 100

Two more, straight out of the manual

Prompt 70/8 filled

Opening File Welcome Email

Write an opening-file welcome email for on at . Introduce the title/escrow team, confirm as the target date if applicable, list the first documents or facts needed, and explain secure upload/communication expectations. Output a subject line, 3 short paragraphs, and a table with `Needed item`, `Who provides it`, `Due date`, and `Secure submission method`. Include placeholders , , , and . The reader is a buyer or seller entering the process for the first time; avoid jargon and do not provide legal advice. End with the exact risk-control reminder below.
Type into the yellow slots
Prompt 130/15 filled

Missing Item Request

Ask for on at . Explain why the item matters for , where to upload it securely, who reviews it, and what happens if it is late. Output a subject line, a 2-sentence reason, a 3-row checklist, and one deadline sentence. Do not discuss legal consequences; refer interpretation to qualified counsel. Use placeholders where relevant: , , , , , , , , , . End with the exact risk-control reminder below.
Type into the yellow slots

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

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