A free 60-minute webinar on using AI tools in escrow without exposing client data. Piloted with OCEA board members. Open to all Southern California escrow officers.
CertifID and Qualia can prove the wire was verified. Can your file prove who decided to send when something didn’t match? That decision — the override at release — is the one thing none of their logs show. That’s the only thing Veto records.
AI tools are landing in escrow offices whether anyone planned for it or not. Officers are drafting emails, summarizing files, and generating checklists with ChatGPT, Copilot, and other assistants. Some of those uses are fine. Some put client data, wire instructions, and regulatory exposure into a public AI system you do not control.
This session gives you a practical framework for deciding what goes into an AI tool and what does not. No vendor pitch. No fear-mongering. Just a traffic-light system your office can adopt this week.
Piloted with OCEA board members. Open to all Southern California escrow officers at no cost.
A practical traffic-light system for deciding what goes into an AI tool and what does not. Every officer in the room should be able to apply it by the end of the session.
Generic, non-client-specific content that does not expose any file, party, or transaction data.
Office-internal content that may reference processes but must never include client names, file numbers, or transaction details.
Any content that contains or could expose client funds, personal identifiers, or transaction-specific instructions. This is the line that cannot move.
The current landscape: officers are already using AI tools. What is happening in offices today and why a framework is urgent.
Where AI helps without risk: generic checklists, training outlines, neutral templates, formatting, research.
Where AI exposure creates real harm: client emails, SOPs with process detail, and the hard line on wire info, SSNs, loan docs, and payoff demands.
How attackers use the same AI tools against escrow offices: voice-cloned wire calls, deepfake caller IDs, and AI-generated forged documents.
Live examples of how to redact and sanitize prompts before sending anything to an AI tool. We show a before-and-after on a real workflow.
A one-page checklist your office can adopt this week: what is Green, what is Yellow, what is Red, and who reviews before anything goes in.
This session is informational education, not CE, CLE, or PD credit-approved. No continuing education credit is offered or implied.
Fill in your details and we will send a confirmation email with event logistics. No account numbers, party names, or live file details.
The office decides. Veto records the review.