Settle Easy
Platform Showcase
November 2021
Mike King
What's changed?
What's changed?
Engagement stage
What's changed?
What's changed?
Engagement stage
Conveyancer proxy
Workflow building blocks
Signing (own documents)
Signature prep (external docs)
Signing (external docs)
Document upload
Document approve/rejection
Webforms (x3)
Generated PDF docs (with signing)
Set date/time
Checklist
In platform signing
Add "Sign here" blocks
Add data fields
Multiple signatures
2 Factor authentication (SMS)
Customer view
Conveyancer view
Admin view - superpowers
Up next
- Tuning
- Onboarding A/B testing
- Remove friction points
- Passwordless?
- Guided tour
- Security & performance
- Better dashboards
- Key dates & escalations
- More webforms
- Precedents
- Dashboards
- Partner dashboards and reports
- Integrations
- Pending resourcing
Showcase November 2021
By Mike King
