Bespoke, efficient platforms: transforming your property matters

In the dynamic world of property matters, efficiency is the name of the game. Whether you are part of a law firm or a conveyancing firm, the need to process more matters, save time, and enhance overall business efficiency is an ongoing task. If your firm is looking to streamline property transaction operations, SettleIT can help. SettleIT is a bespoke, efficient platform designed to transform the way you handle property settlements and lodgments. It can help you save time, process more matters, and supercharge your business efficiency.  

The robust nature of the bespoke platform

No two law firms, conveyancing firms or property transactions are the same. That’s why you need to use solutions that are flexible to your business needs. SettleIT’s strength lies in its bespoke platform, that has been crafted to meet the unique needs of property professionals. This platform isn’t a one-size-fits-all solution; it’s a tool that is customisable, adaptive, and streamlined.   

Stay connected from anywhere

In today’s fast-paced world, being tethered to a desk isn’t always practical. SettleIT’s mobile-responsive platform ensures that you can access critical information even when you’re on the go. With SettleIT for mobile, you can: 

  • Track orders to see progress, 
  • Review historical matters, 
  • Review documents and financials, 
  • Approve matters for settlement, 
  • Settle matters in real-time, and 
  • Message your settlement agent directly. 


Whether you’re in the midst of a settlement or need to provide clients with immediate updates, SettleIT’s compatibility with iOS has you covered.

Customisable and adaptable

SettleIT understands that communication preferences vary. With customisable notification settings, you can tailor your SettleIT experience to match your operational style. Choose the type of notifications you want and how you want to receive them, ensuring you stay informed in a way that suits you best.  

Effortless onboarding milestones

SettleIT has an onboarding milestone that consolidates all due diligence client documents in one convenient place. From the Verification of Identity (VOI) to Client Authorisation Forms (CAF), you can initiate, track, and access results in a single milestone. This centralised approach simplifies your workflow, allowing you to tackle settlements and lodgments with ease.   

Individualised client onboarding forms

SettleIT’s client authorisation forms (CAF) take efficiency to the next level. Instead of creating a single CAF for all clients in a matter, SettleIT generates individual CAFs for each client. This reduces the hassle of re-signing for clients who don’t require updates, ensuring a smoother process overall for your firm and your clients.  

Enhanced accuracy

We understand the importance of accuracy in a property transaction. Before an order is created, a review pop-up window prompts you to verify and confirm all essential order details. This step minimises the need for alterations or recreations, saving valuable time on your matters.  

Effortless document management

The SettleIT document repository is a game-changer. It gathers all documents returned by your settlement agent in one location. These documents are categorised and displayed for easy access, regardless of order progression. With unread document counts clearly visible, you’re always in control of your documentation.   

Track your matters with confidence

When conducting property matters, you need to be aware of progress made, issues encountered and the overall progress of the transaction. SettleIT understands this and has built its platforms with a commitment to transparency. At any time, you can click into a matter, and see exactly what stage it is up to, so you can provide timely updates to your clients.  

SettleIT is a game changing, bespoke platform for lawyers and conveyancers. Its robust, customisable nature, focus on transparency, and array of features designed for efficiency make it an indispensable tool for professionals involved in property settlements. By choosing SettleIT, you’re not only saving time and processing more matters but also enhancing your business efficiency in the process. Get in touch with us to arrange a complimentary, personalised demonstration to see how SettleIT can benefit your firm. 

Your seamless settlement and lodgment solution