TitleAI
AI-Powered Title Management

The Smart Way to Transfer Titles

The Smart Way to Transfer Titles Title Transfers Temporary Permits Invoices & Payments Automatic Fee Calculation Full Transfer Tracking Task Management AI Chat Assistant
FEATURES

Everything Your Title Agency Needs

Analytics Dashboard

Track revenue, transfers, and business performance at a glance. Monitor total revenue, outstanding balances, completed transfers, and clients served with real-time charts and breakdowns by payment method.

TitleAI Analytics dashboard showing revenue charts, transfer metrics, and payment breakdowns
TitleAI Transfer Detail showing Form 130-U with inline PDF editing for title transfers

Title Transfers

Manage vehicle title transfers end-to-end with a guided step-by-step wizard. Handle salvage titles, clean & rebuilt titles, and registration-only transfers. Fill out Form 130-U, VTR-61, and VTR-270 directly on the actual PDF — type into fields, check boxes, pick dates, and sign. Everything auto-saves.

Temporary Permits

Issue and manage temporary permits with the same streamlined workflow. Fill out VTR-66 and VTR-271 forms directly on the PDF, track permit status, and manage documents, notes, and tasks — all from one place.

TitleAI Temporary Permit detail showing VTR-66 form with inline PDF editing
TitleAI Invoice detail showing payment tracking, PDF preview, and service breakdown

Invoices & Payments

Track every invoice with a full paper trail. Record payments by cash, check, card, ACH, or wire. See payment history and remaining balances at a glance.

Estimates & Fee Calculation

Enter a VIN and mileage, and TitleAI computes tax collector fees automatically — sales tax, DMV, registration, title, plate, and late fees. Add agency services from a reusable catalog, apply discounts, and download professional PDF estimates.

TitleAI Estimate detail showing automatic fee calculation, services panel, and PDF preview
TitleAI Transfers kanban board showing cards organized by Pending, Processing, Completed, and Rejected columns

Full Transfer Tracking

See every transfer at a glance on a visual kanban board organized by status — Pending, Processing, Completed, and Rejected. Search and filter by client or keyword, switch between list and board views, and click any card to jump straight into the details.

Task Management

Never lose track of what needs to happen next. Create tasks with priorities and due dates, link them to any transfer, estimate, invoice, or client. View as a list or kanban board with columns for Today, Pending, In Progress, and Completed.

TitleAI Tasks showing task creation dialog with kanban board
TitleAI AI Chat showing revenue and profit charts generated from natural language queries

AI Chat Assistant

Ask TitleAI anything in plain language — "How much revenue this month?", "Show me the transfer pipeline", "Who are my top clients?" Get visual answers with interactive charts, tables, KPI cards, and data grids rendered right in the conversation.

WHY TITLEAI

Built for How You Actually Work

Client Management

Organize clients with complete profiles — name, phone, email, address, county, and ID. Search by any field, sort columns, and link clients to every transfer, permit, and invoice.

Automatic Fee Calculation

Enter a VIN and mileage — get accurate Texas fees in seconds. No manual calculations, no guesswork. Discount services are automatically subtracted and shown in red.

Privacy Mode

One click hides all dollar amounts with dots — on the PDF, in info panels, and in payment summaries. Perfect for screen-sharing.

Financial Visibility

Track payments, fees, and invoices in one place. Revenue and profit trends, payment breakdowns by method, and full financial visibility per transfer and across your agency.

Real-time Collaboration

Two people can work on the same form simultaneously. Changes sync live so no one overwrites the other. Assign transfers, share notes, and stay coordinated.

Everything Connected

Clients, transfers, permits, estimates, invoices, tasks, and notes all link together. Jump between related records in one click. Complete context, zero tab-switching.

MOBILE APP

Your Title Agency, In Your Pocket

The full power of TitleAI on any device. Check analytics, manage transfers, review estimates, and chat with the AI assistant — all optimized for mobile with tap-friendly navigation and full-screen forms.

Full analytics dashboard with KPIs and charts
Manage transfers, permits, and estimates on the go
Deep links for document uploads and PDF signing
Real-time sync — changes appear instantly across devices
TitleAI mobile app showing analytics dashboard with revenue, transfers, and payment breakdown
TitleAI mobile analytics showing KPIs, charts, and payment status

Ready to Modernize Your Title Agency?

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