Afleveringen
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Dive into this episode as Sam Trimble unpacks the winning combo of timeless connection and cutting-edge tools. From gratitude-driven client retention to leveraging tools, he shares practical ways title professionals can evolve without overwhelming their teams. Whether you're looking to modernize your outreach or build a sales culture that actually works, this episode is packed with fresh insights that meet you where you are and take you further.
What youâll learn from this episode
What title companies can learn from $10 dog bone transactions How tools like CrystalKnows, Scribe, and Alanna can enhance authenticity, not replace it The power of teaching clients how to grow their business and how that grows yours Why video workflows are the secret to slashing repeat questions and elevating the client experience The best way to get a resistant team to embrace new tools without overwhelmResources mentioned in this episode
CrystalKnows Scribe Lumen5 Alanna.ai NotebookLM Unreasonable Hospitality by Will Guidara | Paperback, Hardcover, and Kindle Zero to One by Peter Thiel and Blake Masters | Paperback, Hardcover, and KindleAbout Sam Trimble
Sam Trimble helps real estate businesses grow. As VP of Strategic Growth at Fidelity National Financial, heâs worked with hundreds of title companies, law firms, lenders, and thousands of agents nationwideâsimplifying sales, marketing, and tech into practical steps that drive client growth and loyalty.
Before joining FNF, Sam led marketing and tech strategy at MyHome and founded STAR Creative & Consulting, a full-service agency serving clients across the U.S. He also served as VP of Business Development for a Texas title company, helping it expand market share across Texas and New Mexico. With over 15 years of experience as a licensed Realtor, Sam brings a 360° understanding of the real estate industry.
A proud El Paso native and UTEP grad, Sam was named Century 21âs âRookie of the Year,â a GEPCAR âTop 4 Under 40,â and has served on the El Paso City Planning Commission and Central Appraisal District board. Heâs also a contributor to Inman News and a member of Rotary International.
Connect with Sam
Website: Fidelity National FinancialÂź LinkedIn: Sam TrimbleConnect With Us
Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil
Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected.Stop waiting on underwriter emails or callbacksâTitleGPT.ai gives you instant, reliable answers to your title questions. Whether itâs underwriting, compliance, or tricky closings, the information you need is just a click away. No more delaysâwork smarter, close faster. Try it now at www.TitleGPT.ai.
Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold callingâjust real opportunities. Get started at AlltechNationalTitle.com.
Extra hands without extra overheadâthatâs Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.
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In this powerhouse panel hosted by Faith Crosgrove and Alex Chrisman, real estate leaders Katie O'Keefe and Carlos Pichardo reveal the secrets behind building a thriving referral-based real estate business. From the value of community involvement to the role of CRMs, events, and digital tools, this episode is packed with actionable advice for agents at every stage. Whether you're new to the industry or ready to scale your brokerage, you'll learn exactly how to deepen relationships and keep referrals flowing.
What youâll learn from this episode
Strategies to build trust through consistent client engagement and value-driven follow-up Why community involvement and charity events generate long-term referrals The art of asking for business without sounding salesy Tech tools, CRMs, and AI platforms that keep you top of mind How to future-proof your business in a rapidly changing real estate landscapeResources mentioned in this episode
Business Network International ChatGPT Homebot myhomeIQ Raving Fans by Ken Blanchard and Sheldon Bowles | Paperback and Hardcover The Millionaire Real Estate Agent by Gary Keller | Paperback and KindleAbout Katie O'Keefe
Katie OâKeefe, owner and broker of Dream Realty, has been helping buyers and sellers achieve their real estate goals for over 20 years. With a passion for people and a deep understanding of the market, Katie specializes in making the buying or selling process enjoyable, empowering, and far less overwhelming. Her boutique approach allows for exceptional service and competitive commission rates, all while turning clients into lifelong friends.About Carlos Pichardo
Carlos Pichardo is the broker-owner of CAP Real Estate in the DMV area, DC, Maryland, Virginia, and an expert in referral growth, client education, and first-time homebuyer programs. With a background in telecom and a strong reputation for service, Carlos has become the go-to agent for multigenerational families.Connect with Katie
Website: Dream Realty LinkedIn: Katie O KeefeConnect with Carlos
Website: CAP Real Estate, LLC LinkedIn: Carlos PichardoConnect With Us
Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil
Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected.Stop waiting on underwriter emails or callbacksâTitleGPT.ai gives you instant, reliable answers to your title questions. Whether itâs underwriting, compliance, or tricky closings, the information you need is just a click away. No more delaysâwork smarter, close faster. Try it now at www.TitleGPT.ai.
Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold callingâjust real opportunities. Get started at AlltechNationalTitle.com.
Extra hands without extra overheadâthatâs Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.
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Zijn er afleveringen die ontbreken?
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When a phishing scam nearly cost him his life savings, Andy White turned that wake-up call into Closinglock, a cybersecurity platform now protecting billions in real estate closings. Dive in as he shares how title agents can fight back against wire fraud, seller impersonation, and deepfake threats using tools like KYC, MFA, and secure workflows. If you're still relying on email and outdated wire systems, this conversation is your signal to upgrade before it's too late.
What youâll learn from this episode
How Andy's wife's real estate story sparked the birth of Closinglock The role of AI and deepfakes in modern cybersecurity risks Innovations in identity verification, KYC, and payment automation Common misconceptions about security and simplicity Actionable steps to reduce wire fraud exposure todayResources mentioned in this episode
Otter.ai Chick-fil-A Wells Fargo Keller Williams FedNow ChatGPT Fedwire Outliers by Malcolm Gladwell | Paperback, Hardcover, and KindleAbout Andy White
Andy is the CEO and Co-founder of ClosingLock. In 2017 my wife and I founded ClosingLock to help protect title companies, lenders, and property buyers/sellers from wire fraud. Prior to that, I worked as a computer engineer for various tech companies â from a startup that raised over $100M to the globally-recognized tech giant Samsung. Prior to that, I completed a BS, MS, and PhD in Computer and Electrical Engineering at Auburn University.Connect with Andy
Website: Closinglock LinkedIn: Andy White, Ph.D.Connect With Us
Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil
Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected.Stop waiting on underwriter emails or callbacksâTitleGPT.ai gives you instant, reliable answers to your title questions. Whether itâs underwriting, compliance, or tricky closings, the information you need is just a click away. No more delaysâwork smarter, close faster. Try it now at www.TitleGPT.ai.
Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold callingâjust real opportunities. Get started at AlltechNationalTitle.com.
Extra hands without extra overheadâthatâs Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.
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In this episode, Aaron Davis shares how he turned a $2.3M wire fraud disaster into a launchpad for innovation, building one of the Southeastâs top title operations. He dives into scaling through M&A, leading with culture, and using tech to stay ahead. Plus, hear how disaster relief became his unexpected calling, so tune in!
What youâll learn from this episode
Why company culture is the foundation of sustainable growth Best practices for integrating M&A deals and maintaining team morale Real-world applications of AI in post-closing, cybersecurity, and marketing How independent title agents can stay competitive in a consolidating market Tech tools and automation strategies driving future efficienciesResources mentioned in this episode
Florida Good Samaritan Dubbed 'Tampa Chainsaw Man' Helping Texans in Deep-Freeze Crisis SoftPro Select alanna.ai RealE Pythonic CertifID GrokAbout Aaron Davis
Aaron is the entrepreneur whose vision and leadership propelled a single-office title agency (Hillsborough Title) into a meteoric growth trajectory, which transformed it into AMD Enterprises, one of the most successful settlement services firms in the nation.Aaron is a frequent speaker at title and mortgage industry conferences and seminars. He is also routinely published as a contributing author or expert source in numerous trade publications. He is a graduate of the University of Florida (BS/BA in Finance) and an alumnus of the prestigious Harvard Business Schoolâs three-year Owner/President Management leadership program.
Aaron is also the proud father of two boys, Aiden and Jackson. In his spare time, he enjoys traveling, volunteering for several charitable organizations, taking downtime at the beach, Florida Gator athletics, and traveling.
Connect with Aaron
Website: Florida Agency Network LinkedIn: Aaron DavisConnect With Us
Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil
Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected.Stop waiting on underwriter emails or callbacksâTitleGPT.ai gives you instant, reliable answers to your title questions. Whether itâs underwriting, compliance, or tricky closings, the information you need is just a click away. No more delaysâwork smarter, close faster. Try it now at www.TitleGPT.ai.
Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold callingâjust real opportunities. Get started at AlltechNationalTitle.com.
Extra hands without extra overheadâthatâs Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.
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From his accidental start in interactive TV to founding ListReports and now launching Ethica, Ajay Shah shares the strategic pivots, industry insights, and technical breakthroughs that powered his AI-video platform. Explore how animation, data-driven infographics, and voice-generated commentary combine to create listing videos that win more listings, streamline workflows, and redefine client expectations.
What youâll learn from this episode
The transformative power of AI in professional property marketing for agents Why title professionals should become âAI Sherpasâ for their clients How generative AI tools like Ethica are transforming listing videos Ways to future-proof your real estate business amid rapid tech disruption Practical advice for adopting AI without getting overwhelmedResources mentioned in this episode
Highway
About Ajay Shah
Ajay combines his extensive experience in developing technology solutions for consumers and businesses with a proven track record of leading international teams. His mission is to transform the way the residential real estate industry operates. Through his leadership, his team is building an industry-impacting business designed to generate billions of dollars in value for shareholders while creating significant opportunities for ListReports' employees, partners, and customers.With a diverse background spanning successful ventures in technology, SaaS, and entertainment startups, Ajay leverages nearly two decades of experience across multiple industries to solve complex problems and unlock new business opportunities. His ultimate goal is to create businesses that drive positive, meaningful change in the world.
Connect with Ajay
Website: Ethica AI
Connect With Us
Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil
Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected.Stop waiting on underwriter emails or callbacksâTitleGPT.ai gives you instant, reliable answers to your title questions. Whether itâs underwriting, compliance, or tricky closings, the information you need is just a click away. No more delaysâwork smarter, close faster. Try it now at www.TitleGPT.ai.
Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold callingâjust real opportunities. Get started at AlltechNationalTitle.com.
Extra hands without extra overheadâthatâs Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.
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From sharing shoes with siblings in Morocco to building a national title company in the U.S., Mo Choumilâs story is anything but ordinary. In this powerful episode, he opens up with Phil Moeller about the values that shaped his entrepreneurial mindset, the lessons he brings into parenting, and the mindset that fueled his business growth through recessions, reinvention, and relentless learning. Dive in!
What youâll learn from this episode
How Mo went from restaurant work to launching a multi-state title company What âpull vs. pushâ leadership really means in building strong teams How personal development compounds when practiced over decades A simple parenting philosophy to raise resourceful, grounded kids Why visionary founders need great integrators to scale and thriveResources mentioned in this episode
Rocket Fuel by Gino Wickman and Mark C. Winters | Paperback, Hardcover, and Kindle The E-Myth Revisited by Michael E. Gerber | Paperback and Kindle Zig Ziglar | Spotify The Tony Robbins Podcast | Apple Podcasts and SpotifyAbout Phil Moeller
Phil holds a bachelorâs degree in engineering from Ohio State University and an MBA from the University of Dayton. His career began at a Fortune 150 company, where he excelled in executive management, leading global teams across product management, marketing, and software development. Since 2013, Phil has channeled his expertise into real estate, acquiring and managing over 500 units through more than 50 transactions involving single-family, multi-family, and commercial properties. His mission is to inspire others to live their God-given purpose, andhe believes financial and time independence through real estate investing is one enabler of this.Connect with Phil
Podcast: The Purpose Matrix | Apple Podcasts Linkedin: Phil MoellerConnect With Us
Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil
Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected.
Stop waiting on underwriter emails or callbacksâTitleGPT.ai gives you instant, reliable answers to your title questions. Whether itâs underwriting, compliance, or tricky closings, the information you need is just a click away. No more delaysâwork smarter, close faster. Try it now at www.TitleGPT.ai.
Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold callingâjust real opportunities. Get started at AlltechNationalTitle.com.
Extra hands without extra overheadâthatâs Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com. -
Real estate investor and podcast host Phil Moeller joins the show to share how one rental property and a clear purpose changed everything. From leaving a corporate job to launching a mission-driven business, he breaks down the mindset, habits, and simple actions that lead to lasting success. If you're ready to bet on yourself, this episode is a must.
What youâll learn from this episode
Purpose Matrix: How does it drive long-term fulfillment and business clarity A simple way to reframe risk that will help you take the leap into investing Why mindset, habits, and service are more important than timing or talent Lessons from launching a podcast and building an authentic personal brand How automation and AI are reshaping property management and what to do about itResources mentioned in this episode
The Go-Giver by Bob Burg and John David Mann | Paperback, Hardcover, and Kindle Atomic Habits by James Clear | Paperback, Hardcover, and Kindle Man's Search for Meaning by Viktor Frankl | Paperback and Kindle QuickBooksÂź AppFolio, Inc. UCLAAbout Phil Moeller
Phil holds a bachelorâs degree in engineering from Ohio State University and an MBA from the University of Dayton. His career began at a Fortune 150 company, where he excelled in executive management, leading global teams across product management, marketing, and software development. Since 2013, Phil has channeled his expertise into real estate, acquiring and managing over 500 units through more than 50 transactions involving single-family, multi-family, and commercial properties. His mission is to inspire others to live their God-given purpose, andhe believes financial and time independence through real estate investing is one enabler of this.Connect with Phil
Podcast: The Purpose Matrix | Apple Podcasts Linkedin: Phil MoellerConnect With Us
Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil
Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected.
Stop waiting on underwriter emails or callbacksâTitleGPT.ai gives you instant, reliable answers to your title questions. Whether itâs underwriting, compliance, or tricky closings, the information you need is just a click away. No more delaysâwork smarter, close faster. Try it now at www.TitleGPT.ai.Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold callingâjust real opportunities. Get started at AlltechNationalTitle.com.
Extra hands without extra overheadâthatâs Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.
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Hoyt Mann joins the show to unpack how artificial intelligence is changing the game for title companies. From boosting operational efficiency to enhancing client communication, he shares real-world use cases and lessons learned from decades in the industry. If youâve ever wondered how to embrace automation without losing the human touch, this episode delivers clarity, strategy, and inspiration.
What youâll learn from this episode
How smart chatbots are saving title companies thousands of calls and emails The real difference between human connection and data transmission and why both matter Practical ways to automate repetitive tasks while maintaining strong client relationships Why resisting innovation could cost you talent and market share The future of AI in title: From predictive analytics to transforming operational modelsResources mentioned in this episode
Good to Great by Jim Collins | Hardcover and Kindle Dare to Lead by Brené Brown | Paperback, Hardcover, and Kindle RamQuest Resware SoftPro Settlor QualiaAbout Hoyt Mann
As the President and Co-Founder of Alanna.ai, Hoyt Mann brings over 30 years of experience in the computer software industry, with a strong focus on customer service, support, and artificial intelligence (AI). He is passionate about driving the next wave of innovative customer communication tools for title companies, leveraging the power of conversational AI and natural language processing.With a background in business computer information systems, software engineering, and technical evangelism, Hoyt has led and developed multiple successful software projects and teams using agile methodologies and industry best practices. He has also built and maintained strong partnerships with clients, vendors, and stakeholders, consistently delivering high-quality products that align with client needs and expectations. Through Alanna.ai, Hoyt aims to empower title companies to elevate their customer experience, operational efficiency, and overall profitability.
Connect with Hoyt
Website: Alanna.aiConnect With Us
Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil
Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected.Stop waiting on underwriter emails or callbacksâTitleGPT.ai gives you instant, reliable answers to your title questions. Whether itâs underwriting, compliance, or tricky closings, the information you need is just a click away. No more delaysâwork smarter, close faster. Try it now at www.TitleGPT.ai.
Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold callingâjust real opportunities. Get started at AlltechNationalTitle.com.
Extra hands without extra overheadâthatâs Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.
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From his momâs basement to national commercial deals, Imran Khan reveals how he transitioned from residential closings to high-stakes hotel transactions. More than just an attorney, Imran is a connector, capital raiser, and master delegator who blends legal expertise with entrepreneurial strategy. If you're thinking about pivoting to commercial real estate or adding value beyond the paperwork, this episode is packed with real-world insights.
What youâll learn from this episode
How to break into commercial real estate and build a niche in hotel transactions The power of delegation, automation, and systems to scale your legal or title business Key legal and operational differences between residential and commercial deals Steps to offer more value by connecting clients with capital and off-market opportunities Why your network and mindset may be your biggest assetResources mentioned in this episode
Buildium Qualia ThryvAbout Imran Khan
Imran is a seasoned real estate attorney specializing in national commercial and residential settlements. With a strong focus on closing transactions for hotels, multifamily properties, and retail centers, he is dedicated to streamlining and scaling the title and escrow industry.Beyond his legal practice, Imran is an active real estate investor, continuously expanding his portfolio, which currently boasts hundreds of doors. His expertise and passion for the industry drive his commitment to delivering seamless transactions and building long-term value in the real estate sector.
Connect with Imran
Website: Alltech National Title LinkedIn: Imran KhanConnect With Us
Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil
Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected.
Stop waiting on underwriter emails or callbacksâTitleGPT.ai gives you instant, reliable answers to your title questions. Whether itâs underwriting, compliance, or tricky closings, the information you need is just a click away. No more delaysâwork smarter, close faster. Try it now at www.TitleGPT.ai.Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold callingâjust real opportunities. Get started at AlltechNationalTitle.com.
Extra hands without extra overheadâthatâs Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.
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Concerned about losing control or compromising quality by offshoring your operations? Join Hope Ottoviani as she dispels common misconceptions and shares proven strategies to effectively delegate tasks offshore without sacrificing compliance, security, or company culture. Listen now to elevate your agencyâs efficiency and growth!
What youâll learn from this episode
Proven strategies for successful offshoring in title agency operations Tasks to delegate offshore and what to keep stateside How to maintain control and compliance with offshore teams Common misconceptions about offshoring and the truth behind them Techniques to integrate offshore teams effectively into your company culture Why combining AI and offshoring can dramatically enhance productivityResources mentioned in this episode
BombBomb Microsoft Teams Zoom LoomAbout Hope Ottoviani
Hope Ottoviani has diverse work experience spanning various industries. Hope began their career in 2005 as a Dishwasher/Caterer at Nissan Pavilion/Jiffy Lube Live. Hope then worked as a Shift Runner at Domino's Pizza from 2005 to 2009. In 2009, they became a Crew Leader at Einstein's Café, staying until 2011. During this time, in 2010, they also had an internship at CBS Radio Station. In 2010, they joined Starbucks as barista and remained there until 2011. In 2011, they joined Clearmind Events as a Trainer/Authorized Distributor for a few months. Since 2011, they have worked at Alltech National Title, starting as a Settlement Processor and becoming an Operations Manager. Currently, they hold the position of National Director of Operations.
Hope Ottoviani completed an AA degree in Communications from Lord Fairfax Community College from 2007 to 2009. Hope then pursued a BA in Communications at Christopher Newport University from 2009 to 2011. Additionally, they obtained a certification as an insurance producer and title producer from ATG Title.
Connect with Hope
Website: ATG Title LinkedIn: Hope OttovianiConnect With Us
Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected.
Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo ChoumilSponsors
Stop waiting on underwriter emails or callbacksâTitleGPT.ai gives you instant, reliable answers to your title questions. Whether itâs underwriting, compliance, or tricky closings, the information you need is just a click away. No more delaysâwork smarter, close faster. Try it now at www.TitleGPT.ai.
Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold callingâjust real opportunities. Get started at AlltechNationalTitle.com.
Extra hands without extra overheadâthatâs Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.
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The real estate industry is shifting fast, with major players making bold moves. Rocket Mortgage acquires Redfin, Keller Williams brings in private equity, and NAR lawsuits continue to reshape the landscape. Mike Mahon joins us to break down what these changes mean for title agents, real estate professionals, and mortgage lenders. Get the inside scoop on how to stay ahead in an industry undergoing rapid transformation.
What youâll learn from this episode
How Rocket Mortgageâs acquisition of Redfin could reshape the home buying experience The impact of private equity investment on Keller Williams and traditional brokerage models Impact of the NAR lawsuits on commission structures and MLS platforms What independent title agents can do to stay competitive amid industry consolidation The role of institutional investors in shaping regional real estate trendsResources mentioned in this episode
Rocket Mortgage Redfin Keller Williams BlackRock National Association of REALTORSÂźAbout Mike Mahon
Mike is a growth-oriented executive and licensed business broker with over two decades of experience in business development and sales management. As the Chief Operating Officer at Titan Business Advisors, Mike oversees successful business transactions across the national market, involving diverse industries with gross revenues ranging from $1M to $250M. He is passionate about supporting small businesses and emerging companies, empowering them with proven systems, tools, and opportunities for exponential growth. Recognized as one of the most influential leaders in the industry, Mike brings a wealth of knowledge and insight into the current shifts in the real estate world, particularly around brokerage models and commission structures.Connect with Mike
Website: Titan Business Advisors LinkedIn: Mike M.Connect With Us
Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil
Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected.
Stop waiting on underwriter emails or callbacksâTitleGPT.ai gives you instant, reliable answers to your title questions. Whether itâs underwriting, compliance, or tricky closings, the information you need is just a click away. No more delaysâwork smarter, close faster. Try it now at www.TitleGPT.ai.
Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold callingâjust real opportunities. Get started at AlltechNationalTitle.com.
Extra hands without extra overheadâthatâs Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.
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Want to turn your title company into a real estate powerhouse? Tune in to this special re-run episode with Frank Klesitz, the mastermind behind a thriving video marketing agency, who spills the beans on crafting irresistible video content, building unbreakable client relationships, and dominating the competitive title industry. Plus, learn how to leverage AI, permission-based marketing, and storytelling to attract new clients and keep them coming back for more.
What youâll learn from this episode
The power of storytelling in marketing for title companies Real estate prospecting strategies to reach out to agents and investors How both business and clients benefit from collaborative partnerships What is the role of AI in content creation Top of funnel vs. bottom of funnel marketingResources mentioned in this episode
Grammarly ChatGPT DALL-E 2 Remini Otter.ai Zillow Agent Finder The Millionaire Real Estate Agent by Gary Keller | Paperback and Kindle
About Frank Klesitz
Frank is an entrepreneur, investor, and co-founder of Vyral Marketing â a done-for-you video marketing firm helping entrepreneurial professionals in all industries increase new client generation and existing client retention with education-based video marketing. Vyral Marketing helps hundreds of professional clients worldwide, publishing over 800 client videos a month and 4 million client emails a year.Connect with Frank
Website: Vyral Marketing LinkedIn: Frank Klesitz
Connect With Us
Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected.
Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo ChoumilStop waiting on underwriter emails or callbacksâTitleGPT.ai gives you instant, reliable answers to your title questions. Whether itâs underwriting, compliance, or tricky closings, the information you need is just a click away. No more delaysâwork smarter, close faster. Try it now at www.TitleGPT.ai.
Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold callingâjust real opportunities. Get started at AlltechNationalTitle.com.
Extra hands without extra overheadâthatâs Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.
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Women are making strides in the title industry, and Kimberly Whitlock is at the forefront. In this episode, we explore the evolving role of women in title, the challenges they face, and the leadership opportunities ahead. Learn how mentorship, networking, and technology can drive career growth and shape the future of the industry.
What youâll learn from this episode
Women in Title: What it is and how is it building a supportive network for women in the title industry The importance of mentorship and professional networking for career growth Why company culture plays a key role in empowering women in leadership roles How technology and AI are reshaping the title industry and creating new opportunities The power of community-driven initiatives to make a lasting impact beyond businessAbout Kim Whitlock
Kim Whitlock, based in Denver, CO, US, is currently an Operations Manager of National Title Production at Westcor Land Title Insurance Company. Kim Whitlock brings experience from previous roles at the Land Title Association of Colorado, Prime Title Company, and First National Title Insurance Companyâąïž, with a robust skill set that includes First Time Home Buyers, FHA, Mortgage Lending, Foreclosures, U.S. Federal Housing Authority Fh, and more.
Connect with Kim
LinkedIn: Women in Title (WIT) Instagram: @women_in_title Facebook Group: Women In TitleConnect With Us
Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil
Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected. -
The real estate industry is entering a new phaseâone where rising interest rates, evolving buyer behavior, and industry-wide legal settlements are shaping the future. If youâre in the title or real estate business, you need to know whatâs coming. Dr. Lawrence Yun, NARâs Chief Economist, joins the show to break down the biggest economic trends affecting home sales, mortgage rates, and industry structure. Donât miss this deep dive into what 2025 has in store.
What youâll learn from this episode
How inflation and interest rates are impacting mortgage rates and buyer affordability Why home listings are increasing and what that means for buyers and sellers NAR Settlement: How new rules impact agents, commissions, and industry structure The impact of institutional investors on the housing supply How the national debt and government cuts could affect mortgage rates and real estate
Resources mentioned in this episode
National Association of REALTORSÂź PEW CONSULTANCY LTD Federal Reserve Board Federal Housing Administration - HUD Hillbilly Elegy by J. D. Vance | Paperback, Hardcover, and Kindle On Freedom by Timothy Snyder | Paperback, Hardcover, and Kindle
About Dr. Lawrence Yun
Lawrence Yun is Chief Economist and oversees the Research group at the NATIONAL ASSOCIATION OF REALTORSÂź. He supervises and is responsible for a wide range of research activity for the association including NAR's Existing Home Sales statistics, Affordability Index, and Home Buyers and Sellers Profile Report. He regularly provides commentary on real estate market trends.Dr. Yun creates NAR's forecasts and participates in many economic forecasting panels, among them the Blue Chip Council and the Wall Street Journal Forecasting Survey. He also participates in the Industrial Economists Discussion Group at the Joint Center for Housing Studies of Harvard University. He appears regularly on financial news outlets, is a frequent speaker at real estate conferences throughout the United States, and has testified before Congress. Dr. Yun has also appeared as a guest on CSPAN's Washington Journal.
Dr. Yun received his undergraduate degree from Purdue University and earned his Ph.D. from the University of Maryland at College Park.
Connect with Dr. Lawrence
Website: Lawrence Yun LinkedIn: Lawrence YunConnect With Us
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AI isnât here to replace usâitâs here to help us work smarter. In this episode, Hope Ottoviani shares how she leverages AI tools to streamline workflows, improve communication, and create SOPs in minutes. Whether youâre looking to enhance productivity, automate routine tasks, or refine your messaging, this episode is packed with insights on how AI can be your secret weapon in the title industry.
What youâll learn from this episode
How AI can help title professionals save time and boost efficiency Using ChatGPT for SOP creation, client communication, and problem-solving Ways AI tools like Gamma can generate professional PowerPoint presentations in minutes The right way to feed AI the right information for more accurate and useful results Why AI should be seen as a companion rather than a replacement in businessResources mentioned in this episode
Gamma Canva Zoom ChatGPTAbout Hope Ottoviani
Hope Ottoviani has diverse work experience spanning various industries. Hope began their career in 2005 as a Dishwasher/Caterer at Nissan Pavilion/Jiffy Lube Live. Hope then worked as a Shift Runner at Domino's Pizza from 2005 to 2009. In 2009, they became a Crew Leader at Einstein's Café, staying until 2011. During this time, in 2010, they also had an internship at CBS Radio Station. In 2010, they joined Starbucks as barista and remained there until 2011. In 2011, they joined Clearmind Events as a Trainer/Authorized Distributor for a few months. Since 2011, they have worked at Alltech National Title, starting as a Settlement Processor and becoming an Operations Manager. Currently, they hold the position of National Director of Operations.
Hope Ottoviani completed an AA degree in Communications from Lord Fairfax Community College from 2007 to 2009. Hope then pursued a BA in Communications at Christopher Newport University from 2009 to 2011. Additionally, they obtained a certification as an insurance producer and title producer from ATG Title.
Connect with Hope
Website: ATG Title LinkedIn: Hope OttovianiConnect With Us
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Ben Bell, a third-generation title industry leader, shares how technology, automation, and strategic growth are reshaping the business. From his family's legacy in title to owning multiple agencies, he discusses tech adoption challenges, eClosings, and why modernization is key to staying competitive. Tune in to discover how automation can streamline operations and drive long-term success.
What youâll learn from this episode
Key advancements in title technology, from manual HUDs to AI-driven solutions Biggest barriers to tech adoption in title and how to overcome them How automation improves efficiency, reduces costs, and enhances customer experience The role of offshore talent in optimizing title operations and profitability What title agencies need to know about RESPA compliance in Florida
Resources mentioned in this episode
Qualia A Land Remembered by Patrick D. Smith | Paperback, Hardcover, and KindleAbout Ben Bell
Benjamin Bell has been a licensed title agent since 2010 and is the third generation title in the Bell Family. His grandfather William Bell was the founder of Bell Title Co, a still very large and successful title company today in Michigan. His father founded Landtech Data Corporation, a title insurance closing software, which is still used by 1000s of title companies nationwide today. Benjamin attended the University of Mississippi and Florida Atlantic University before jumping into the title business in 2010. His years of family title experience and personal title experience make him a major asset in managing the entire closing from A-Z for our team.Connect with Ben
Website: Bell Land Title LinkedIn: Benjamin BellConnect With Us
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AI is revolutionizing the title industry! In this episode, Mo Choumil explains how ChatGPT and AI tools can help title agents, escrow officers, and business owners automate tasks, improve efficiency, and enhance client communication. Discover practical ways to integrate AI into your workflow and stay ahead in the industry!
What youâll learn from this episode
Large Language Models (LLMs): What are they and how they work Advantages of utilizing ChatGPT for title professionals Real-world AI use cases for escrow officers, title agents, and business owners How AI can help with email drafting, client education, social media content, and job postings The right way to prompt ChatGPT for the best responses Why AI wonât replace title professionals but will make them more valuable
Resources mentioned in this episode
ChatGPT Siri Amazon Alexa Tesla OpenAI Claude.ai Llama âGemini Yelp
Connect With Us
Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected.
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Explore the exciting world of commercial transactions with Elena Gallo as she breaks down the complexities of commercial title work, offering actionable insights and strategies for title professionals looking to expand beyond residential transactions. From due diligence to financing, endorsements, and entity verification, she demystifies the process to help you confidently navigate this lucrative space.
What youâll learn from this episode
Key differences between residential and commercial transactions How to tackle due diligence challenges with confidence and efficiency Best practices for navigating complex financing structures in commercial deals A breakdown of essential title insurance endorsements for commercial policies Tips for reviewing and verifying entity formation documents
Resources mentioned in this episode
The Seat of the Soul by Gary Zukav | Paperback, Hardcover, and Kindle QualiaAbout Elena Gallo
Elena Gallo is the Head of the Commercial Division at Alltech National Title, bringing over 25 years of experience in the real estate industry. With a background that spans from growing up in a real estate development family in New York to practicing real estate law in Chicago, Elena has a deep understanding of the complexities involved in commercial transactions. After a successful career as an attorney, Elena transitioned to the title industry, leveraging her legal expertise to provide exceptional service to her commercial clients. As the leader of the commercial division, Elena has become an invaluable resource, guiding title professionals through the intricacies of complex commercial deals and sharing her insights and strategies with those looking to expand their businesses into the commercial space.
Connect with Elena
Website: Alltech National Title
Connect With Us
Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected.
Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil -
Join Clay Speakman as he explores how gamification and AI can revolutionize health and productivity. He discusses his entrepreneurial journey, the philosophy of doing hard things on purpose, and the mission behind Health Rocket. Whether youâre looking to adopt healthier habits, improve workflows, or stay resilient in challenging markets, this episode offers practical takeaways to help you succeed.
What youâll learn from this episode
How gamification and AI-powered nudges can inspire healthier habits and greater productivity Strategies for embracing grit and resilience in business and life Parallels between endurance events and running a business in fast-paced, tech-driven environments How title professionals can incorporate emerging technologies in workflows and client experiences The power of mastermind groups for personal and professional growth
Resources mentioned in this episode
ChatGPT Claude Gobundance Ready Player One by Ernest Cline | Paperback, Hardcover, and Kindle The Hitchhiker's Guide to the Galaxy by Douglas Adams | Hardcover and Kindle Traction by Gino Wickman | Paperback, Hardcover, and KindleAbout Clay Speakman
Clay has worked with some of the worldâs most prestigious ultra-wealthy organizations and clients, including Report Club founder and former CEO/President of TIGER 21, Access Concierge & Connectivity, and an expert on the behaviors and needs of ultra-high-net-worth families.
Clayâs current venture, Health Rocket Ventures, combines his expertise and passion to inspire healthier living. With a mission to help people become addicted to health and increase their HealthSpanâthe number of years they can live in full healthâHealth Rocket Ventures is revolutionizing how people approach wellness and longevity.
Connect with Clay
Website: Health Rocket LinkedIn: Clay Speakman
Connect With Us
Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected.
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Join us as we sit down with Darryl Turner, sharing his game-changing insights into sales strategies, the power of relationship building, and how to turn non-referring agents into valuable partners. Whether youâre a title professional navigating todayâs challenging market or simply looking to refine your sales skills, this episode is packed with actionable advice, so dive in!
What youâll learn from this episode
The concept of "Duplication Revelation" and how it can revolutionize your sales strategy Why non-referring agents (NDCs) represent a significant growth opportunity Strategies to handle objections and overcome client loyalty to competitors How to build stronger relationships with clients to improve retention Tips for thriving in a down market by shifting your mindset and goals
Resources mentioned in this episode
Uncommon Sense by Darryl Turner | Paperback, Hardcover, and Kindle Time Traps by Todd Duncan | Paperback, Hardcover, and Kindle The 21 Irrefutable Laws of Leadership by John C. Maxwell | Paperback, Hardcover, and Kindle Blue Ocean Strategy by W. Chan Kim and Renée Mauborgne | Paperback, Hardcover, and Kindle The E-Myth Revisited by Michael E. Gerber | Paperback and Kindle
Join industry leaders for two days of game-changing strategies, proven sales techniques, and powerful growth insights at the Title Sales Mastery 2025! Seats are limitedâsecure yours today at https://www.darrylturner.com/tsm25/
About Darryl Turner
Darryl Turner left his corporate position to start The Darryl Turner Corporation in 1994. Passionate about training and helping people become their best selves, Darryl knew he could develop a larger footprint, and a successful sales force beyond the sector he currently served. Within his first year of operation, Darryl found success in the title industry and continued to develop his presence through the results and testimonies of some of the most influential within the industry.
Connect with Darryl
Website: Darryl Turner Corporation LinkedIn: Darryl Turner
Connect With Us
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