TC Based Systems Audit - Using AI to help improve your systems & services - ChatGPT use case

YouTube Video Description Outline
Title:
TC Systems Audit | Using AI (ChatGPT) to Improve Your Transaction Management Systems & Services

Video Overview:
Learn how to effectively audit and enhance your Transaction Management Systems using ChatGPT (AI). In this tutorial, we demonstrate a practical approach by uploading state-specific contracts, allowing ChatGPT to analyze, audit, and recommend improvements to your existing processes.

What You'll Learn:
0:00 - Introduction

Why use AI for auditing TC systems?
Benefits of the paid version of ChatGPT
0:41 - Preparing Your AI Audit

Informing ChatGPT about your state-specific (Florida) transaction process
Uploading contracts and documents in organized batches
2:03 - ChatGPT Document Analysis

How ChatGPT summarizes and understands uploaded contracts
Leveraging AI to ensure comprehensive understanding of state-specific processes
2:51 - Getting AI Recommendations First

Requesting ChatGPT to suggest an ideal TC task list (from contract acceptance to post-close)
Importance of seeing AI's perspective before showing your existing processes
5:06 - Comprehensive Dates & Deadline Audit

Identifying all possible dates to track within transactions
Using AI to ensure no critical date or task is overlooked
7:21 - Reviewing Existing Task Lists

Uploading your current transaction management task list for AI evaluation
How ChatGPT provides practical enhancement suggestions
8:12 - Optimizing & Refining Your Systems

Requesting ChatGPT to create a refined, improved task list and date template
Aligning improvements with your personal TC philosophies and principles (Cultivate Wins 5x5 Principles)
9:26 - Key Takeaways

Practical ways AI can enhance your TC processes
Specific improvements AI can offer (task clarity, combining tasks, better verbiage)
Why Watch This Tutorial?
Understand a structured way to audit your TC systems using AI.
Gain insights into organizing your processes efficiently.
Learn practical steps to immediately improve your TC workflows.
Resources Mentioned:
ChatGPT (Paid Version): https://chat.openai.com
Cultivate Wins TC Services (5x5 Principles)
Who This Is For:

Transaction Coordinators
Real Estate Professionals
Anyone interested in improving systems and processes with AI
Follow-Up Actions:
Try auditing your TC systems with ChatGPT.
Compare AI recommendations to your existing processes.
Implement suggested improvements and track results.
Subscribe for more tips on leveraging AI to enhance your transaction coordination and real estate processes!


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David Breckheimer
Cultivate Wins - Real Estate Coaching and Training
Personal and Professional Development
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