Track a title through to completion
Move a title from auto-created to completed — handle kick-backs, lienholders, due dates, overdue warnings, and the full event history.
Every sold deal gets a title work record automatically. This page is how you push it through each step until the title is done.
Where title work comes from
You don't create title work by hand. The moment a deal is marked sold, the system opens a title record for it and sets a due-by date 30 days out (the Florida default).
- Open Title work in the sidebar to see every title in the pipeline.
- Each row shows the customer, the deal, the Status, the Aging badge, and the Due by date.
- Click a row, or use the row menu's View details, to open one title.
A title work record is auto-created on Mark sold — there's no "New title" button by design. If a deal has no title work yet, it hasn't been marked sold.
The statuses
A title moves through these states. The Transitions card on the detail page only shows the buttons that are valid right now.
- Not started — record just created.
- App prepared — the title application step has been done. (Reached either with the standalone Prepare application button, which just advances the status, or with the deal's Create title application card, which also generates the filled application document — see below.)
- Submitted (shown as Submitted to state on the detail page) — application sent to the state.
- Received — the title came back.
- Sent to lienholder — title forwarded to the lienholder (financed deals).
- Kicked back — the state rejected it; needs a fix and resubmit.
- Completed — done (terminal).
- Cancelled — closed without finishing because the deal was unwound (terminal).
Submit to state is tracking-only. The button records that you sent the application; it does not file anything with the DMV electronically. You still submit to the state the way you do today, then update the status here.
Move a title forward
- Open the title from the Title work list.
- In the Transitions card, click the action you want — for example Mark received, Send to lienholder, or Complete.
- The status badge updates and the step is added to the Event history below.
The natural flow is Not started → App prepared → Submitted → Received → (Send to lienholder if financed) → Complete. From Received you can go straight to Complete, or first Send to lienholder and then Complete.
Mark received (and record the title number)
When you click Mark received, you'll be asked for an optional Title number. If you enter one, you'll also be asked for the 2-letter issuing state. Both are optional — you can leave them blank and add them later. They show up in the title's Detail card.
Complete the title
Click Complete from either Received or Sent to lienholder. This stamps the Completed time and the title drops out of your active pipeline.
Handle a kick-back
When the state rejects a submitted title, mark it so you don't lose track of why.
- On a Submitted title, click Mark kicked back.
- Enter the reason when prompted — this is required. The reason is saved and shown in the Kicked-back reason box.
- Fix the problem off-system.
- Click Resubmit to send it back to Submitted. Resubmitting clears the kicked-back reason.
Mark kicked back won't go through without a reason. If you cancel the reason prompt or leave it blank, nothing happens. This is enforced on the server too — an empty reason is rejected.
Due dates and overdue warnings
The Aging badge tells you how a title is tracking against its Due by date:
- On track — more than 7 days until due.
- Due soon — due within the next 7 days.
- Overdue — the due date has passed and the title isn't finished.
- No due date — no due-by set.
- Completed / Cancelled — terminal; aging no longer applies.
The Title work list has tabs across the top — All, Overdue, Due soon, On track, No due date, and Completed — each with a live count. There's also a Status filter and a customer search. Overdue (red) and Due soon (amber) titles are the ones to clear first.
Cancel a title
Cancel title work closes a title without finishing it. It's available from every non-terminal status.
You normally don't click this by hand — when you unwind a sold deal, its open title work is cancelled automatically so it doesn't sit in the pipeline aging into a permanent "Overdue". A title that's already Completed stays completed.
Completed and Cancelled are final. There are no transitions out of either one. There's no "reopen" — be sure before you complete or cancel.
The event history (audit trail)
Every status change is logged. On the title's detail page, the Event history card lists each event with the action, the from → to status, the timestamp, and the reason (for kick-backs). It's your timeline of how the title moved, and it can't be edited. (Who performed each change is captured separately in your dealership's audit log, with the old and new status.)
Doing this from inside a deal
You don't have to leave the deal to manage its title. The deal's Review & print step shows the same Title work panel — status, detail, transitions, and event history — plus a Title application card. Its Create title application button generates the title & registration application filled from the deal and, when the title work is still Not started, advances it to App prepared at the same time. (Inside the deal, the bare "Prepare application" button is hidden in favor of this card.)
FAQ
Why is there no "New title" button?
Title work is created automatically when a deal is marked sold. If you don't see a title, the deal hasn't been marked sold yet.
I clicked "Submit to state" — did it file with the DMV?
No. Submit to state only records the status in AutoDealer.io. It does not transmit anything to the DMV. Submit through your normal channel, then update the status here.
Why can't I see the action I need?
The Transitions card only shows actions that are valid from the current status. For example, Resubmit only appears on a Kicked back title, and Send to lienholder only from Received.
Mark kicked back isn't doing anything.
A reason is required. If you close the reason prompt or leave it empty, the action is cancelled. Enter a reason and try again.
Can I undo a Completed or Cancelled title?
No. Both are terminal — there are no transitions out of them and no reopen path.
Where did the due date come from?
It's set automatically to 30 days after the deal was marked sold (the Florida default).
Can a salesperson update title status, or only managers?
Any signed-in user can move a title through its statuses — there's no extra role gate on this action. It's available on all plans.