Settlement Coordination & Title Tracking

New settlement instruction arrives via email or is manually logged into the system. The automation platform detects the trigger and initiates the workflow.

A new settlement record is automatically created with property details, parties, and key dates extracted from the instruction.

A new folder is created automatically with the correct naming convention and folder structure. Subfolders for documents, signatures, and reports are set up.

Personalized settlement checklists are sent to conveyancer, title company, lender, and buyer. Each email includes a unique document upload link and deadline dates.

Documents submitted by parties are automatically captured from email or upload link and placed in the correct folder. File naming is standardized automatically.

As documents arrive, the record is updated automatically to mark items as received. Overdue items are flagged based on deadline rules.

Notifications alert the operations team of missing documents and approaching deadlines. Reminders are sent to external parties if documents are overdue.

A final settlement report is automatically generated data and sent to the closing team. The report lists all documents received, outstanding items, and readiness status.