How it works

Step 1

Place your order and upload documents – Start a new matter in minutes. Simply create an order and upload your contract or key documents, no repetitive tasks or double handling.

Step 2

We handle the heavy lifting – SettleIT sets up the ELNO workspace, prepares the transfer, manages stamping, contacts relevant authorities and calculates settlement adjustments, all backed by automated processes and an experienced team.

Step 3

Track progress in real time – Monitor every stage of the settlement through the platform. Get instant updates, stay informed and receive all finalised documents directly for your records once settlement is complete.

Book a Demonstration

How it works

Step 1

Place your order and upload documents – Start a new matter in minutes. Simply create an order and upload your contract or key documents, no repetitive tasks or double handling.

Step 2

We handle the heavy lifting – SettleIT sets up the ELNO workspace, prepares the transfer, manages stamping, contacts relevant authorities and calculates settlement adjustments, all backed by automated processes and an experienced team.

Step 3

Track progress in real time – Monitor every stage of the settlement through the platform. Get instant updates, stay informed and receive all finalised documents directly for your records once settlement is complete.

Book a Demonstration

Empower your firm with end-to-end conveyancing solutions

We will onboard

your client

  • Verification of Identity
  • Client Authorisation Form

We will handle post
exchange for you

  • Purchaser’s Declaration
  • Ordering of council and water rate certificates*
  • Adjustments and authority updates
  • Transfer and stamping
    Final search and Title Activity Check
  • ATO GST Property Settlement Form

Access to trust
accounting

  • Access to our trust account
  • Trust authority and receipting

Updates from the ELNO workspace

  • Invitations and management of ELNO workspace
  • Settlement and registration

We will take care of post settlement

  • Draft post settlement letter
  • Draft order on Agent
  • SMS update upon completion
  • Draft body corporate notices

Take the administrative work out of conveyancing

Book a Demonstration

The SettleIT process, step by step

Book your SettleIT order, either before or after unconditional contract exchange (you will not be charged until the matter settles)
Upload a copy of the Contract of Sale and any additional standard documents required
Send Requisitions on Title
Undertake Verification of Identity (VOI) and obtain Client Authorisation Forms (CAF)
Create ELNO workspace and invite all required parties
Prepare the Transfer and eNOS forms
Attend to any stamping
Lodge GST property settlement forms with ATO
Provide usage of our Trust Account to hold any funds required for settlement
Order Council and Water rate Certificates
Contact utilities and prepare the Settlement Adjustment statement
Liaise with all parties and prepare cheque directions
Approve cheque directions and provide final authority for SettleIT to proceed to settlement
Conduct a final search and Title Activity Check (TAC)
Settle the matter and notify you by your preferred method, phone, sms or email
Notify your client of settlement
Send post settlement communications to Council, Water and Strata
Upload all documents and receipts to the secure portal for your records
Book your SettleIT order, either before or after unconditional contract exchange (you will not be charged until the matter settles)
Upload a copy of the exchanged contract of sale and any additional standard documents required
Undertake Verification of Identity on your client (VOI) and obtain Client Authorisation form (CAF)
Create ELNO workspace and invite all required parties
Prepare the Transfer and Notice of Acquisition forms
Create/accept duties on line to attend to any stamping
Lodge GST property settlement forms with ATO
Provide usage of our Trust Account to hold any funds required for settlement
Order Council and Water rates Certificates
Contact utilities and prepare the Settlement Adjustment Statement
Liaise with all parties and prepare the cheque direction
Approve cheque directions and provide final authority for SettleIT to proceed to settlement
Conduct a Title Activity Check (TAC)
Settle the matter and notify you by your preferred method, phone, SMS or email
Notify your client of settlement

Send settlement communications to Council and Water

Upload all documents and receipts to the secure portal for your records
Book your SettleIT order, either before or after unconditional contract exchange (you will not be charged until the matter settles)
Upload a copy of the exchanged contract of sale and any additional standard documents required
Order relevant property certificates
Undertake Verification of Identity on your client (VOI) and obtain Client Authorisation form (CAF)
Create ELNO workspace and invite all required parties
Prepare the duty assessment
Prepare the Transfer and Form 24 documents
Lodge GST property settlement forms with ATO (where applicable)
Provide usage of our Trust Account to hold any funds required for settlement
Contact utilities and prepare the Settlement Adjustment Statement once searches are received

Approve cheque directions and provide final authority for SettleIT

Settle the matter and notify you by your preferred method, phone, SMS or email
Notify your client of settlement
Send post settlement communications to Council and Water
Upload all documents and receipts to the secure portal for your records
Book your SettleIT order, either before or after unconditional contract exchange (you will not be charged until the matter settles)
Upload a copy of the exchanged contract of sale and any additional standard documents required
Undertake Verification of Identity on your client (VOI) and obtain Client Authorisation form (CAF)
Create ELNO workspace and invite all required parties
Prepare the transfer
Attend to any stamping
Lodge GST property settlement forms with ATO
Provide usage of our Trust Account to hold any funds required for settlement
Order Council and Water rates Certificates
Contact utilities and prepare the Settlement Adjustment Statement
Liaise with all parties and prepare the cheque direction
Approve cheque directions and provide final authority for Settle IT to proceed to settlement
Conduct a Title Activity Check (TAC)
Settle the matter and notify you by your preferred method, phone, SMS or email
Notify your client of settlement
Send post settlement communications to Council and Water
Upload all documents and receipts to the secure portal for your records
Book your SettleIT order, either before or after unconditional contract exchange (you will not be charged until the matter settles)
Upload a copy of the exchanged contract of sale and any additional standard documents required

Undertake Verification of Identity on your client (VOI) and obtain Client Authorisation form (CAF)

Create ELNO workspace and invite all required parties
Prepare the Transfer and Notice of Acquisition forms
Provide usage of our Trust Account to hold any funds required for settlement
Order Council and Water rates Certificates
Contact utilities and prepare the Settlement Adjustment Statement
Liaise with all parties and prepare the cheque direction
Approve cheque directions and provide final authority for SettleIT to proceed to settlement
Conduct a Title Activity Check (TAC)
Settle the matter and notify you by your preferred method, phone, SMS or email
Notify your client of settlement
Send post settlement communications to Council and Water
Upload all documents and receipts to the secure portal for your records

Book your SettleIT order, either before or after unconditional contract exchange (you will not be charged until the matter settles)

Upload a copy of the exchanged contract of sale and any additional standard documents required
Undertake Verification of Identity on your client (VOI) and obtain Client Authorisation form (CAF)
Create ELNO workspace and invite all required parties
Prepare the Transfer and Assessment Notice
Attend to any stamping
Lodge GST property settlement forms with ATO
Provide usage of our Trust Account to hold any funds required for settlement
Order Council and Water rates Certificates
Contact utilities and prepare the Settlement Adjustment Statement
Liaise with all parties and prepare the cheque direction
Approve cheque directions and provide final authority for SettlelT to proceed to settlement
Conduct a Title Activity Check (TAC)
Settle the matter and notify you by your preferred method, phone, SMS or email
Notify your client of settlement
Send post settlement communications to Council and Water
Upload all documents and receipts to the secure portal for your records

FAQs

Using our service is simple: provide the matter details through our platform, and our team takes over. As your agent, we create your ELNO workspace, invite the necessary parties, and manage all financial adjustments. We ensure a smooth settlement day and provide confirmation once the lodgment is successful.

Absolutely. SettleIT provides a versatile settlement service that supports both acting for the purchaser or the vendor. Our team ensures that all statutory requirements are met, and as your agent, we coordinate with financial institutions to ensure the settlement funds are disbursed correctly and on time.

Yes. SettleIT offers a nationwide settlement service, supporting property transactions in all jurisdictions across Australia. Our expert agent team understands the unique legislative requirements of each state, enabling your firm to handle interstate settlement matters seamlessly through a single, centralised platform without needing local office presence.

SettleIT is designed to help property law firms scale by taking over the time-consuming administrative tasks of the settlement process. As your dedicated agent, we manage the “post-exchange to post-settlement” workflow, enabling your team to focus on business development and providing expert legal counsel rather than manual data entry and workspace coordination.

We provide a full spectrum of electronic property lodgments, including:

  • Property Transfers: We prepare and lodge the transfer of land, ensuring all jurisdictional requirements are met.

  • Caveats: We quickly prepare and lodge caveats to protect your client’s interests, minimising the risk of last-minute encumbrances.

  • Stamping: Our team handles the duty assessment and electronic stamping process, ensuring compliance with state revenue offices.

  • Registry Plan Lodgments: We coordinate the lodgment of plans for subdivisions or consolidations, streamlining complex development matters.

  • All Other Electronic Lodgments: From survivorship applications to withdrawals of caveats, we handle all technical dealings via the ELNO.

SettleIT provides specialised support for non-standard property transactions, acting as your expert agent to handle the technical complexities of Family Law and Estate Law matters. We manage the administrative burden of property transfers, caveats, and other registry requirements, allowing you to focus on your clients’ legal strategy and outcomes.

For Family Law, firms typically place an order once a final court order is received or a financial agreement is executed. For Wills & Estates, you can engage our service as soon as you are ready to facilitate a post-probate transfer, sale, or mortgage discharge. Our platform ensures full visibility, so you can track the settlement status alongside your broader legal matter.

We provide a comprehensive settlement service tailored to the unique needs of Family Law and Wills & Estates, including:

  • Property Transfers: Managing the transfer of title following court orders or a grant of probate.

  • Caveats: Preparing and lodging caveats to protect a client’s interest in matrimonial or estate assets.

  • Stamping: Attending to the necessary duty assessments and stamping for matrimonial or deceased estate transfers.

  • All Other Electronic Lodgments: Handling transmissions, survivorship applications, and withdrawals of caveats via the ELNO.

  • Registry Plan Lodgments: Coordinating the lodgment of subdivision or consolidation plans when required by a property settlement.