Settle Easy
Platform Status
1 July 2021

Mike King 

Re-platforming aims

• Provide equivalent functionality
• Formalise workflows
• Task driven to do lists
• Tech stack refactor
• UX refactor
• Integrated authentication
• Automated testing
• Separate web site from app

• Support current platform
• Minor bug fixes
• Data migration

Features delivered

• Data driven workflows
• Workflow & message editor
• Re-modeled workflows
  • Contract review
  • Off the plan
• Multi-purpose building blocks
• NSW in test now
• Flexible database
• Scalability
• Real time updates

Features delivered 2)

• Integrations
  • Generic push/pull API
  • Agentbox adaptor
  • VOI
  • Calendar
  • Chat
• Modern UX
• Mobile enabled
• Simplified on boarding
• Google and Facebook auth
• Improved webforms

What's next?

• Work on Roadmap
• Add more webforms, letters, documents
  • Efficiencies for conveyancers
  • Key dates
  • Check lists
  • Reduce Smoke Ball usage
  • AI contract analysis?
  • Structured contract (meta data)?
• In-platform signing
• QLD, SA, Others
• Integrations
  • Search (Global-X or Infotrack)
  • PEXA
  • Active Campaign
  • TBA (from Roadmap)