Title Information

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Navigation:  Using The System > Basic Features > Deal Processing > Processing a New Deal > Step 2: Buyer Information >

Title Information

 

Vehicle titling information is located under the buyer Title Information tab.

➢The Primary Owner section will be filled in with the primary buyer's information by default.

➢If you checked the box marked Co-Title under the Buyer Information tab, the co-buyer information will be filled in as the second owner.

➢If you have both a primary and secondary owner listed but would like the title information to reflect the co-buyer as the primary owner and the buyer as the secondary owner, click the Swap Owners button. This will swap the buyer and co-buyer information but only for the purposes of listing the owners on the title.

➢Note: This will not make the co-buyer the primary buyer for the whole deal.

 

ProcessDeal_TitleTab

 

Lot Wizard Pro ensures that the title information will reflect the same information entered under the Buyer Information tab. This helps to reduce error when filling out the title.

➢The system disables your ability to type over the title information. You may notice that the owner information is "grayed-out" and cannot be edited.

➢If you would like to overwrite the title information for either owner, you must click in the check box marked Override Title Information. If this box is checked, the grayed-out information will now become active, and you will be able to edit the information as necessary.