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

Start using SettleIT

Simply fill in your details and we will be in touch soon to arrange a personalised 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

Get started with SettleIT

Simply fill in your details and we will be in touch soon to arrange a personalised 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

Start using SettleIT

Simply fill in your details and we will be in touch soon to arrange a personalised demonstration.

The SettleIT process, step by step

  • What is required of you
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
  • SettleIT's contribution
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
  • What is required of you
Approve cheque directions and provide final authority for SettleIT to proceed to settlement
  • SettleIT's contribution
Conduct a final search and Title Activity Check (TAC)
Settle the matter and notify you by your preferred method, phone, sms or email
  • What is required of you
Notify your client of settlement
  • SettleIT's contribution
Send post settlement communications to Council, Water and Strata
Upload all documents and receipts to the secure portal for your records
  • What is required of you
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
  • SettleIT's contribution
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
  • What is required of you
Order Council and Water rates Certificates
  • SettleIT's contribution
Contact utilities and prepare the Settlement Adjustment Statement
Liaise with all parties and prepare the cheque direction
  • What is required of you
Approve cheque directions and provide final authority for SettleIT to proceed to settlement
  • SettleIT's contribution
Conduct a Title Activity Check (TAC)
Settle the matter and notify you by your preferred method, phone, SMS or email
  • What is required of you
Notify your client of settlement
  • SettleIT's contribution

Send settlement communications to Council and Water

Upload all documents and receipts to the secure portal for your records
  • What is required of you
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
  • SettleIT's contribution
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
  • What is required of you

Approve cheque directions and provide final authority for SettleIT

  • SettleIT's contribution
Settle the matter and notify you by your preferred method, phone, SMS or email
  • What is required of you
Notify your client of settlement
  • SettleIT's contribution
Send post settlement communications to Council and Water
Upload all documents and receipts to the secure portal for your records
  • What is required of you
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
  • SettleIT's contribution
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
  • What is required of you
Order Council and Water rates Certificates
  • SettleIT's contribution
Contact utilities and prepare the Settlement Adjustment Statement
Liaise with all parties and prepare the cheque direction
  • What is required of you
Approve cheque directions and provide final authority for Settle IT to proceed to settlement
  • SettleIT's contribution
Conduct a Title Activity Check (TAC)
Settle the matter and notify you by your preferred method, phone, SMS or email
  • What is required of you
Notify your client of settlement
  • SettleIT's contribution
Send post settlement communications to Council and Water
Upload all documents and receipts to the secure portal for your records
  • What is required of you
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
  • SettleIT's contribution

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
  • What is required of you
Order Council and Water rates Certificates
  • SettleIT's contribution
Contact utilities and prepare the Settlement Adjustment Statement
Liaise with all parties and prepare the cheque direction
  • What is required of you
Approve cheque directions and provide final authority for SettleIT to proceed to settlement
  • SettleIT's contribution
Conduct a Title Activity Check (TAC)
Settle the matter and notify you by your preferred method, phone, SMS or email
  • What is required of you
Notify your client of settlement
  • SettleIT's contribution
Send post settlement communications to Council and Water
Upload all documents and receipts to the secure portal for your records
  • What is required of you

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
  • SettleIT's contribution
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
  • What is required of you
Order Council and Water rates Certificates
  • SettleIT's contribution
Contact utilities and prepare the Settlement Adjustment Statement
Liaise with all parties and prepare the cheque direction
  • What is required of you
Approve cheque directions and provide final authority for SettlelT to proceed to settlement
  • SettleIT's contribution
Conduct a Title Activity Check (TAC)
Settle the matter and notify you by your preferred method, phone, SMS or email
  • What is required of you
Notify your client of settlement
  • SettleIT's contribution
Send post settlement communications to Council and Water
Upload all documents and receipts to the secure portal for your records