New Residents

New Residents in the sidebar holds the registrations for vehicles that came from another state with their owner. There is no title to hand over and no seller, so the wizard is shorter than a transfer’s: you upload the customer’s papers and check two forms, the 130-U and the TS-12.

The registrations list

• Search box: matches the registration number, the vehicle and the client’s name.
• Status chips: show only the registrations in that status. Each carries a count, and you can turn on more than one at once.
• List / board switch: the two icons left of New Registration. The board shows one column per status, and you move a registration by dragging its card. The screen remembers which view you were in.
• Column settings: the icon at the right end of the table header. Choose which columns you see and in what order.

What the chips and columns mean

On screen	What it means
Pending	Created, nothing filed yet. Amber.
In Progress	Filed with the county and waiting on them. Blue.
Completed	Registration issued and the trámite closed. Green.
Rejected	The county sent it back. Red. Open it to see why, fix it and refile.
Registration	The registration’s number.
Vehicle	Year, make and model from the 130-U, with the last four of the VIN underneath. “N/A” means the 130-U hasn’t been read yet.
Age	Whole days since the registration was created. It keeps counting until the registration is Completed or Rejected.
aging past 14 days	The line under the heading. How many registrations are older than 14 days.
Speech bubble and clipboard	On the right of a row: how many notes and how many open tasks the registration has.

Create a new resident registration

The wizard has two steps: Upload Documents and Review & Finish. It opens straight on the upload, and nothing is filed until you press Submit.

1. On the New Residents list, press New Registration at the top right.

2. Drop the customer’s papers onto the box, or click it to browse. It takes PDF, JPG and PNG.

   

   The ? next to the title lists what to bring: the vehicle inspection report, the proof of insurance and the applicant’s photo ID. With no title to read, the vehicle’s details come from the inspection report.

   

   No scanner? Scan the QR code with your phone and photograph the papers there. They arrive on this screen. Keep the window open while you do it.

3. Press Continue. TitleAI reads the documents and fills the forms. With nothing uploaded, the button reads Enter manually and you type the forms yourself.

4. On Review & Finish, check each form against the papers in your hand. There is one tab per form; a tab with an amber triangle hasn’t been opened yet. The Review Checklist opens on its own and lists what is missing or wrong. Go to field takes you to each one.

   

5. Check the 130-U. TitleAI ticks Registration Purposes Only, the new resident tax and the application fee for you, and fills box 19 (the applicant’s county) when nothing on the papers does. You can still change any of them on the form.

   

6. Press Next: TS-12 and check it. It comes filled from the 130-U and your office’s details, with Purchase Registration ticked.

   

7. On the last tab the main button becomes Submit. It stays off until you have opened both tabs and both forms are valid. The registration opens once it is created.

   

Picking up where you left off

A registration you leave halfway stays in Drafts. Press the play icon on its row to reopen it at the step you were on.

On the phone

New registration is the blue button in the bottom right corner. Upload Documents has Tap to upload a file and Scan with camera instead of the drop box and QR code. The Review Checklist opens as a sheet.

Find the registrations that are falling behind

1. Read the line under the New Residents heading. It counts the registrations older than 14 days.

2. Turn on the In Progress chip to see only what is filed and waiting on the county.

3. Read down the Age column. It counts from the day the registration was created, so the biggest numbers are the ones to chase.

The registration screen

Opening a registration shows its forms down the left tabs, a preview of the selected form in the middle, and its tools across the top.

Control	What it does
Form tabs	130-U and TS-12. Record appears once the finished record PDF exists.
Status pill	Shows Pending, In Progress, Completed or Rejected. Click it to change the status.
Add to Package	Puts the registration in a package for the county.
File-plus icon	Add supporting document: attach another file. See Documents.
Speech bubble	Notes & tasks for this registration.
Clipboard	Review checklist. The red badge counts problems.
File icon	Show uploaded documents: the papers the forms were read from.
Chevron	Shows the client, vehicle and registration details, and the quick links.

Change the status

Click the status pill and pick the new status.

Check the forms against the papers

Click the file icon to open the uploaded documents next to the form. Each uploaded document has its own tab: the ID, the inspection report and the insurance.

See what still fails

Click the clipboard. The checklist reads the forms and the documents and groups what it finds. Go to field jumps to the field it means, and Re-check runs it again after you fix something.

Caution

The checklist is AI-generated. It can miss things or flag issues that aren’t there, so check against the documents before filing.

Go to the client or the invoice

Click the chevron at the right of the header. Quick Links has View Client Profile and View Invoice.

On the phone

The secondary actions are in the More menu: Notes & Tasks, View Invoice, Share PDF and View Client Profile. The checklist and the documents open as sheets from the icons at the top.