How title work works
A title record is created automatically when a deal is marked sold; track it through the pipeline from the Title work page.
You never create title work by hand. The moment you mark a deal sold, AutoDealer.io opens a title record for that deal and gives it a due date. The Title work page is your pipeline for moving every sold deal from "Not started" to "Completed".
Where title work comes from
- Close a deal and mark it sold (on the deal's Review & print step).
- A title record is created automatically for that deal, set to Not started.
- It gets a Due by date — 30 days after the sale by default.
- The new record appears on the Title work page.
There is no "create title work" button. One record exists per deal — it is born when the deal is marked sold, and that's the only way to make one. This applies to every deal type (cash, finance, wholesale, BHPH). Re-marking a deal sold doesn't create a second record.
The Title work page
Open Title work from the sidebar. It lists one row per sold deal with:
- Customer — the buyer's name.
- Deal — a link to the deal (shows the selling price).
- Status — where the title is in the pipeline.
- Aging — how the due date is tracking (see below).
- Due by — the deadline.
Use the search and the Status filter to find a record, then click a row (or View details in the row menu) to open it.
The lifecycle
Each record moves through these statuses. Open a record and use the buttons in the Transitions card to advance it:
- Not started — the record was just created. Next: Prepare application.
- App prepared — the title application document is ready. Next: Submit to state.
- Submitted to state — you've sent it to the DMV. Next: Mark received, or Mark kicked back if it bounces. (On the list, this status shows simply as Submitted.)
- Received — the title/registration came back. From here you can either Send to lienholder or Complete — both buttons are always available; it's your call whether the title needs to go to a lienholder first.
- Sent to lienholder — title forwarded to the lienholder. Next: Complete.
- Kicked back — the state rejected it; you must record a reason. Next: Resubmit (returns it to Submitted to state).
- Completed — done. This is final.
"Submit to state" is status-tracking only — it does NOT file anything with the DMV. AutoDealer.io does not yet have a live DMV/EVR connection. Clicking it just moves the record to Submitted to state so you can track it. You still submit to the state the way you do today (your portal, the mail, your title clerk).
Aging — knowing what's late
The Aging badge is computed from the Due by date so you can triage at a glance:
- On track — more than 7 days until due.
- Due soon — due within the next 7 days.
- Overdue — past the due date.
- No due date — no deadline set.
- Completed / Cancelled — closed records.
Preparing the title application
The actual title application document is created from inside the deal, not from the Title work page.
- Open the deal and go to the Review & print step.
- In the Title application card, click Create title application.
- The worksheet fills from the deal's data (owner, vehicle, lienholder, odometer, sale) and opens as a generated, printable document.
- If the deal's title work is still Not started, this also advances it to App prepared automatically.
The generated document is a worksheet to help you — it is not the state form itself. For Florida, the official application is the HSMV 82040 PDF, which you download already filled from the deal's document checklist (once that blank form has been mapped). Official state forms are Florida-only today.
Recording the title number
When the title comes back, record the details so they're on the record:
- Open the record and click Mark received.
- Enter the Title number (optional — you can add it later).
- Only if you entered a title number, you're then asked for the Issuing state (2-letter code).
The title number, issuing state, and completion date show in the Detail card.
Kicked back and resubmit
If the state rejects the submission:
- Click Mark kicked back.
- Enter a reason — this is required. The reason shows on the record.
- Fix the issue, then click Resubmit to send it back to Submitted to state. (Resubmitting clears the kicked-back reason.)
Cancelling
You can close a record without finishing it with Cancel title work (available from any non-final status). This moves it to Cancelled.
If you unwind a sold deal, its title work is cancelled automatically — so a reversed sale doesn't sit on your pipeline aging into "Overdue" forever. Already-completed title work stays completed.
Event history
Every status change is logged on the record's Event history (the event, the from/to status, and the timestamp — plus the reason on a kicked-back). Use it to see exactly how a title moved through the pipeline.
FAQ
How do I create a title work record?
You don't — it's created automatically when you mark a deal sold. If you don't see one, the deal hasn't been marked sold yet.
Does "Submit to state" actually file with the DMV?
No. It only updates the status to Submitted to state for your tracking. There is no live DMV filing — you still submit to the state through your normal process.
Why is the due date 30 days out?
That's the default deadline applied when the record is created (30 days after the sale). It's the Florida default.
What does the Aging badge mean?
It's based on the Due by date: On track (more than 7 days away), Due soon (within 7 days), Overdue (past due), or No due date.
Why can't I find the "Create title application" button on the Title work page?
It lives inside the deal, on the Review & print step. The Title work page is for tracking the pipeline; the deal is where the application document is generated.
What happens to title work if I unwind the deal?
It's cancelled automatically. Already-completed title work is left completed.
Who can work on title records?
Any signed-in dealer user can view records and advance their status — there's no separate role restriction on title work.