Title transfer triggers automatically, at the right moment
You decide when the title deed transfers on an installment sale; once that threshold is reached, a task lands automatically with the Title Transfer team.
Early transfer or after full payment — your choice.
As an installment sale is finalized, you decide whether the title transfers with a lien at a specific payment percentage, or only after full payment; this choice can't be left blank, and it goes through your manager's approval.
A task opens automatically once the threshold is reached.
The moment your set payment percentage is reached — or, for cash sales, the instant payment is confirmed — an automatic task lands with the Title Transfer team; no one has to remember it.
It can't be closed without a document.
A title-transfer request can only be marked complete once a scanned image of the title document is uploaded; every transferred title stays on record in a list you can filter by date, project, or customer.
Usage guide
- Choosing the transfer mode: pick the early-transfer percentage or the after-full-payment option as the installment sale is finalized.
- Approval: your manager approves or changes this choice.
- Completion: the request can't be closed without the title document uploaded.