Workflow Automation

Optimising every step of the settlements process to keep your development moving, from exchange to settlement.

Workflow Automation That Works for You

Whether your development is a small, medium or high density project, they all come with a million moving parts.

Settld’s workflow automation tools help you keep everything ticking along — without the messy spreadsheets, calendar reminders, and “just checking in” emails.

Settld makes every part of the settlement management journey easy. From scheduling, tracking, and automating every step — from colour scheme re-selection, buyer info days to key handovers.

Here’s what you can basically run on autopilot:

Activities & Scheduling

We’ve already set up heaps of settlement activities for you to review and approve. You can also easily set up your own custom activities, assign owners, and keep everyone accountable. Think of it as your digital to-do list — but smarter and way more organised.

Construction Updates

Keep buyers and stakeholders in the loop with automatic progress updates. Less inbox noise, more clarity.

Hard Hat Tours, Buyer Info Days, and More

Schedule and manage site visits, buyer info days, and any other bespoke events without the back-and-forth. Invite buyers, track RSVPs, and make sure the experience is seamless.

Finance Ready Checks

Know which buyers are good to go. Settld tells your purchasers when to start their finance applications, keeps tabs on finance approvals, and keeps you up to date with any settlement risk issues in real time.

Valuation Management

Coordinate with valuers, schedule appointments, and track completion & results — all without lifting the phone. We’ve also embedded some incredible proven strategies that took us years to perfect, so you can truly optimise valuation results.

Pre-Settlement Inspections

Automatically schedule and confirm inspections. Buyers get reminders, your team stays organised, and nothing falls through the cracks.

Final Settlements

Keep track of all your booked and completed settlements in real time, syncing with your solicitors and settlement transaction platforms.

Key Handovers

Hand over keys with confidence. Settld helps you time everything perfectly so no one’s left waiting.

Colour Scheme Selection

Original colour scheme no longer available? Don’t’ stress – Capture, track, and confirm new interior selections from buyers. No more chasing emails or losing notes — it’s all stored and managed in one place.

Crisis Management

Delays happen. When they do, Settld helps you communicate quickly and clearly with automated alerts and workflows using proven communication methods to keep your purchasers informed with confidence.

Create Custom Activities

Got a unique event or process? No problem. Build your own activities, plug them into your workflow, and tailor settld to how your team actually works.

Why It Matters:

With Settld, you spend less time chasing tasks and more time keeping the project moving. Everything’s tracked, everyone’s accountable, and you get the visibility you need to stay in control.