Settle Easy is an online conveyancing platform that provides end-to-end settlement services to Australians buying or selling a property.
How to turn on integration
Settle Easy integration is activated from Settings > 3rd party applications tab.
It is located under the Personal integrations with 3rd party diversification partners section.
No integration details are required for Settle Easy, simply turn the toggle switch to "on" position and you are ready to send referrals for your clients to Settle Easy.
How to send referrals from deals
Requirements for Settle Easy Conveyancing to be available in deals are:
Loan purpose type for O/O or INV
Purchase and/or construction
Settle Easy will then be available in Needs and Objectives tab and Diversification opportunities tab.
