Regi Manager

Website Description

RegiManager is a powerful, all-in-one DMV service management platform built for professional service brokers, registration centers, and vehicle processing teams. It streamlines client intake, vehicle registration, renewal, title transfer, plate transfer, insurance lapse payment, and full-service record tracking — all from a single secure dashboard.

Designed for organizations with multiple agents and referral partners, RegiManager helps you manage every step of the DMV workflow:

organize clients and vehicles,

track service transactions,

calculate fees,

upload all required documents,

and generate DMV-ready forms automatically.

The platform is ideal for service providers who need reliable compliance, fast data entry, referral accounting, and simple team access controls.

Key Features

Organization / PSB management

Support for multiple organizations with name, logo, address, phone, and active status

Invite-code-based agent onboarding

Per-organization agent limits and portal access tokens

Agent roles and permissions

Owner vs. member roles

Permission controls for reports, net profit views, referral management, and automation triggers

Active/inactive agent toggles for secure team control

Client intake and profile management

Add new clients quickly with full contact and address details

Capture driver license, SSN, DOB, email, gender, county, and residence information

Manage client-specific MV-82 forms and documents

Vehicle inventory and registration history

Track vehicles by VIN, plate number, model, year, make, type, color, weight, and fuel type

Store registration effective/expiration dates and insurance details

Record priority status, lien/lease details, odometer data, ownership, and co-registrant fields

Service records and DMV workflow

Create service records for registration, renewals, titles, plate transfers, lost/damaged replacements, surrender, motorcycle registration, and custom services

Track service status: pending, completed, failed

Auto-generate unique receipt numbers and case IDs

Store snapshot details for client, vehicle, referral, and payment history

Fees & payment management

Support for cash, Zelle, and credit card payments

Automatic fee calculation for processing, DMV fees, sales tax, credit card fee, and additional charges

Referral balances and payment tracking with expected payment dates

Referral partner management

Add referral partners by dealer, travel agency, broker, customer, or custom categories

Track referral partner balances and partner payment status

Manage partner details including address, phone, email, website, and partner balance

Document management

Upload and organize vehicle/service documents like title, bill of sale, driver license, insurance ID, MV-82, DTF-802, reassignments, MV-50, and custom docs

Store documents directly against either a service record or vehicle profile

Form automation & prefill

Prefill DMV forms using client + vehicle data

Generate ready-to-print DMV forms with proper field mapping for New York MV-82 forms and related paperwork

Reporting & audit

Audit trails for service record creation, updates, and status changes

Owner-level reports and net profit visibility

Organization-level dashboards and activity monitoring

Global search and organization switching

Search across all clients, vehicles, and services

Switch active organization context easily for multi-location teams

Custom service support

Add custom service types unique to your organization

Extend standard workflows with tailored service labels and fee structures