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Stacks AI Studio / Title and Settlement Companies
AI for Title and Settlement Companies
"I feel behind on AI, and there is no chance I can catch up." If that is the sentence in your head, you are exactly who I work with. I am not selling software or theory-based advice. I run my own ten person managed services business on Claude, I know the value it adds every week, and now I help owners do the same inside title and settlement companies like yours: your team trained, jobs automated, hours saved. Saying yes to starting puts you ahead of many of your competitors.
Experience, Not Theory
That is our first four automations at Stacks, across a ten person team. We took on more clients, and gross margin went from 26% to 56% in twelve months. AI was not the only driver. It was the biggest one. It also set a new standard for what my team sends out: the same bar for research, formatting, and finish on everything that leaves the building, no shortcuts.
Casey Templeton, Founder of Stacks. Nashville.
"In one week I went from a two-hour session with Casey to a brand new marketing site and firing the marketing firm I'd used for two years. If Casey wants to work with you, don't be a dummy. Just do it."
The Week
Your Week. I Know It.
Five jobs that eat the file. This is the work an automation goes after first.
The commitment goes out exactly as written. The agent calls to ask what Schedule B means.
Requirements sit on the file for days. Nobody notices the payoff never came in.
Four parties ask where the closing stands. The same update gets typed four times before noon.
The buyer reads the settlement statement cold. Someone explains the same line items again by phone.
Final policies pile up after the closing. Nobody chases the recording confirmations until an audit.
Every closing message carries that weight, and every one still gets written by hand.
Source: CertifID State of Wire Fraud, 2026.
The First Step
Two Sessions. Two Hours Each.
For most title and settlement companies, this is the first step. Homework first, then two sessions, two hours each. In person if you are near Nashville, or over Zoom. $1,950.
For the math: one person at $25 an hour who gets two hours a week back is worth about $2,600 a year. If the first automation does that for one employee, it pays for itself with room to spare. And if after our first session you do not see a job worth automating, you pay nothing.
An automation is a repeated piece of work you teach Claude once. Your team runs it every day, you own it and tune it, and it carries the work to 80 percent so your people finish the 20 that needs their judgment.
"Casey taught me how to actually put AI to work. I generate quotes faster, my workflow is smoother, and I'm making more money because of it. One of the best investments I've made in my business."
01
Homework
Before we ever meet, you pull real examples of the work that eats your week: actual documents, actual messages, nothing cleaned up for me.
02
Session One
Two hours. We map how your company actually runs, get Claude set up for your team, and train you on how to operate it.
03
Session Two
Two hours. We start building your first automations and put together the training your team needs to run Claude every day.
04
What You Leave With
Claude running for your team, your people trained on it, and one job automated and in use.
Five Automations We Could Build In Your Company.
One page, no obligation. Proof of what we could build together, before we ever talk.
One email with the PDF. No newsletter, no drip campaign.
in business email compromise losses, all industries.
Source: FBI Internet Crime Complaint Center, 2025.
ALTA Best Practices is the standard for how nonpublic personal information moves, so the data path is written down and you approve it first.
The Stack
Claude Sits In The Middle.
It works with the tools you already run. It reads from your title production system, your document store, and your accounting, and writes back where it can.
Start with one connection, not all of them. The first automation usually needs one export from one system, and that is the whole first step. Once it earns its keep, the next system comes in, then the one after that. Every automation gets sharper as it goes, because Claude can finally see the whole file instead of one screen at a time.
The Numbers
The Numbers Title Agents Are Seeing.
That feeling of being behind is not in your head. Title and settlement companies are adopting fast, and every dollar of that premium still moves one file at a time.
US small businesses using generative AI
Source: U.S. Chamber of Commerce, August 2025.
Title premiums written nationwide in 2025
Source: American Land Title Association, May 2026.
Questions
Questions, Answered.
I feel like I am already behind on AI. Is it too late?
No, and you are not as far behind as you think. The owners who feel furthest behind often move fastest once they start, because they have not spent a year on tools that did not stick. You do not need a strategy, a budget cycle, or a technical person on staff. You need four hours and one job that is costing you time every week. That is the whole first step.
Will this replace my staff?
No, and that is the whole design. An automation carries a job to 80 percent quickly and your employee takes the final 20 percent over the finish line. Efficiency goes up for everyone, the company grows without the headcount it used to need, margins grow with it, and your team spends its time on judgment instead of retyping.
Will it work with the software we already run?
Usually, whether that is Qualia, SoftPro, RamQuest, or Landtech. Some systems give me an API, some give me a nightly export, and a few give me nothing but a screen to copy from. I tell you which one you have before I scope anything.
Does any of this make a title decision?
No. Every automation hands you a draft, not a determination. An automation puts what is on the commitment into plain English, tracks what is still open, and drafts the message. It does not clear a requirement, read an exception as a legal conclusion, or decide insurability. Your examiner and your underwriting counsel do.
How do you keep this away from wire fraud?
No automation I build ever touches wire instructions. Wire fraud is the thing everyone at the closing table watches, so an automation drafts the update and a person on your team sends it from your verified channels. Wire instructions stay on the process you already use, with the callback to a known number. Nothing auto sends.
What about RESPA and TRID?
Nothing I build markets to referral sources. RESPA Section 8 bars paying anything of value for referrals of settlement business, and TRID sets what the closing disclosure says and when it goes out. So the automations stay operational: summaries, status, and internal drafts, never a marketing piece aimed at an agent or a lender.
What happens to customer information?
Your production system stays the system of record. Where a job can be done without names or account numbers, I do it that way. Where it cannot, the data path is written down and you approve it first. ALTA Best Practices already covers how NPI moves.
Who owns what you build?
You own the automations and the documentation. They live in your account, written in plain language, so your closers can read them and change them. If you stop working with me, nothing walks out the door.
What if we get to the end and nothing is worth automating?
Then you pay nothing. If after our first session you do not see a job worth automating, the engagement ends there and there is no charge. The first session either surfaces a job worth the money or it does not, and that risk is mine, not yours.
Why $1,950?
Because the format is small on purpose. Homework, two working sessions of two hours each, and the setup work around them. For the math: one person at $25 an hour who gets two hours a week back is worth about $2,600 a year. If the first automation does that for one employee, it has paid for itself with room to spare. Every number in that sentence is yours to check.
Who You Will Be Working With
Casey Templeton.
Founder of Stacks, a ten person business in Nashville that runs on Claude. Both sessions are with him directly, and every message from this page lands in his inbox, not a queue.
Start Here
Start With A Conversation Between Two Small Business Owners.
Tell me about your title company. I take on two or three of these engagements a month. Every message comes to me and I answer it myself. The first conversation costs nothing.
Book A 15 Minute Call"A fear of not understanding AI had kept me from diving in. Casey's coaching changed that. It opened my eyes to a sea of possibilities and left me more confident to explore. Come open-minded, and see where your imagination takes you."
I reply to every message. No newsletter, no drip campaign.