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Settlement Manager

Workflow and matter tracking for banks and credit bureaus
SAI Global Property’s Settlement Manager software provides banksand financial institutions with an end-to-end settlement workflow system, enabling them to centralise their settlement activity and track the status of matters as they move through to completion.
The software allows for seamless integration with our information broking platform, Search Manager, our Self Service Settlement Booking (SSB) software and - for those with the latest Settlement Manager upgrade - access to our newly enhanced SSB tool, Settlement Room.

Register for a demonstration of Settlement Manager

At a glance, Settlement Manager provides users with: 

  • A central repository for creating and storing matter (information and documents relating to a property transaction)
  • The ability to manage and calculate fund disbursements
  • Historical record-keeping capability
  • Real time notification of status updates of matter
  • Pre-settlement data validation
  • Ability to generate reports  
  • Ability to “smart search” and select legal representatives from a comprehensive national database.
Via a centralised dashboard, users have full visibility of all mortgage/settlement transactions in progress, providing them with an instant overview of all matters pending.
Settlement Manager enables users to reduce matter creation time, reduce settlement failure and generally to improve the turn-around of a settlement.
The software is available off-the-shelf or can be integrated into the workflow processes of banks and financial institutions.
Our Conveyancing Suite and a property transaction cycle.

For more information about how we can help, call our Helpdesk on 1300 730 000 or complete our contact us form and we will contact you.

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