Deployment

Built around how your team already works.We map your processes, connect the engine to your tools, and measure the result against your own work.

Where it runs

Your tools stay yours. They call the engine.

  • EmailForward a deal to [email protected] and the files come back in the same thread. Reply with a question or a change.
  • ExcelEvery underwriting comes back as a live Excel model your analyst can open, trace and change.
  • Your CRM and messengersAnswers can land where the deal already lives: your CRM, or WhatsApp and Telegram.
  • Data rooms and warehousesConnected on request, read-only, under the same rules for every source.
  • ClaudeTitleman is listed in the official MCP registry, so Claude can call the engine directly.

Who works beside you

Our team, inside your process

  1. 01

    The process map

    We map your processes with the people who run them, from incoming deals to investor reporting, and agree which move to AI first.

  2. 02

    Your method, written down

    Your assumptions and your red lines are written down for your firm, and every run follows them.

  3. 03

    Check-ins from day one

    Check-in calls are on the calendar from the first day of the pilot, and findings reach your inbox as they come.

  4. 04

    Measured on your own work

    Your team compares the result with its own work and notes the hours. Your decision group reads the business case and decides.

After the pilot

It gets sharper with every deal you send

You correct a review by reply. The correction is written down for your firm, and the next review already follows it.

How your analyst learns →

Questions teams ask first

Do we have to move our work into a new system?
No. Your team keeps its email, Excel, CRM and data rooms. The engine is called from where the work already happens, and the answer comes back there.
Who does the setup?
Our team. We map the processes with your people, connect the tools you choose and set the engine to your method.
How do we know it worked?
Before the pilot starts, the success numbers are agreed on one page. At the end your team compares the result with its own work, and the decision is made on those numbers.
Is our data used to train models?
No. Each firm’s data is kept apart and used to answer its own jobs and nothing else.

Deployment

Put your company on AI, process by process

Book a demo for your team. We map your processes with you, from incoming deals to investor reporting, and pick the ones that move first.

No trial: a pilot on agreed numbers, 14 days at most.

Put your company on AI, process by process

For developers, lenders, investment managers and owners. Tell us about your company and the processes you want on AI; we review every request and reply by email.

Is there a deal or task with a deadline in the next 30 days? (optional)

Titleman is not a broker, appraiser or law firm. Every output is a draft for your team to review and sign.