Transfers

Transfers in the sidebar is where the day starts. The list shows every title transfer in the office, what stage each one is at, and which ones have been sitting too long. Opening one shows its forms, its documents and what it still needs.

Dealer Transfers in the sidebar is the same screen for dealer title work. Everything on this page applies to it; only the button names change (“New Dealer Transfer”).

The transfers list

• Search box: matches the transfer number, the VIN and the client’s name. The last four of the VIN is usually enough.
• Status chips: show only the transfers in that status. Each carries a count, and you can turn on more than one at once. While a chip is on, the search only looks inside it.
• List / board switch: the two icons left of New Transfer. The board shows one column per status, and you move a transfer 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	Title issued and the trámite closed. Green. An older transfer may read “Closed”, which is the same thing.
Rejected	The county sent it back. Red. Open it to see why, fix it and refile.
Age	Whole days since the transfer was created, not since you last touched it. It keeps counting until the transfer is Completed or Rejected.
aging past 14 days	The line under the heading. How many transfers are older than 14 days.
stalled over 90 days	Replaces the aging line once anything is over 90 days old. Start with those.
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.
Speech bubble and clipboard	On the right of a row: how many notes and how many open tasks the transfer has.
Lock on a row	The transfer is already in a package, so it can’t be ticked.

Group transfers into a package

Tick the rows you want to send to the county together. A bar appears at the bottom with Create Package. A package holds up to 10 transfers, and a transfer that is already in a package can’t be ticked. The × next to the button clears the selection.

Create a transfer

The wizard has three steps: Transfer Setup, Upload Documents and Review & Finish. The bar across the top shows where you are, and Back returns to an earlier step without losing what you entered.

1. On the Transfers list, press New Transfer at the top right.

2. Under Title Type, choose Clean & Rebuilt or Salvage.

   

3. Under Process Type, choose what the customer is asking for: Title & Registration, Title Only or Registration Only. Nothing on the title tells you this, so ask them.

   

4. Under Select Estimate, pick the estimate this transfer belongs to. Search by estimate number, client, vehicle or VIN. If there is none yet, press Create New Estimate; Create & Continue saves it and brings you back here. If the estimate’s client is also the applicant, tick the box at the bottom.

   

5. Press Continue. It stays off until both types are chosen; the estimate is optional.

6. On Upload Documents, 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 the documents you’ll usually need.

   

   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.

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

8. 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.

   

9. The main button walks you through the tabs (“Next: TS-12”). On the last tab it becomes Submit. Submit stays off until you have opened every tab and the forms are valid.

   

On the phone

New Transfer 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.

Find the transfers that are falling behind

1. Read the line under the Transfers heading. If it says anything is stalled over 90 days, start there.

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 transfer was created, so the biggest numbers are the ones to chase.

Look up one customer’s transfer

1. Type into the search box. The transfer number, the VIN or the client’s name all work. If a status chip is on, turn it off first so the search covers everything.

2. Click the row to open the transfer.

The transfer screen

Opening a transfer 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	One tab per form this transfer needs: 130-U, VTR-61, VTR-270, 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 transfer in a package for the county. Once it is in one, the transfer is locked here.
File-plus icon	Add supporting document: attach another file. See Documents.
Speech bubble	Notes & tasks for this transfer.
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 status 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.

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 Original Invoice (and View Bond when the transfer came from a bond).

On the phone

The secondary actions are in the More menu: View Client Profile, View Invoice, View Bond, Create Estimate, Go to Package, Add to Package and Share PDF. The checklist, documents and notes open as sheets.