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How does SettleTech work?
SETTLETECH NEWSLETTER SERIES

How does SettleTech work? 

 

If you've come across SettleTech, visited our website, or received an invitation to collaborate on a deal through our platform, you might be wondering how it can elevate your commercial finance operations.

Allow us to explain.

SettleTech simplifies your workflow by enabling seamless collaboration, secure document sharing, and efficient progress tracking for all parties involved in commercial finance transactions.

We prioritise data security, offering a centralised platform for comprehensive deal management.

Our customers, often juggling multiple deals, rely on SettleTech to streamline their operations and reduce settlement timelines.

Setting up a deal on our platform is straightforward. Once you upload details, term sheets, and loan documents, you can invite external parties to collaborate within a centralised hub.

 

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SettleTech platform - Details Tab

The deal owner retains complete control over access permissions, ensuring data security and confidentiality.

 

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SettleTech platform - Parties Involved Tab

Within the platform's 'Conditions' tab, you'll discover a neatly organised list of conditions, simplifying progress tracking. Here, you can assign responsibilities, control visibility, upload and download documents, engage in discussions, and approve or reject documents using our integrated chat function.

 

SettleTech platform - conditions tab
SettleTech platform - Conditions Tab

Our system empowers you to automate tasks and enhance security within your workspace. With features like custom notifications, automated audit trails, a structured pipeline, and templates, you have all the tools needed to mitigate risk, boost deal flow, and provide exceptional customer service.

Reach out, book a demo, or start a free trial to explore our full feature list and discover how SettleTech can elevate your deal management, impress your clients, and benefit your team.

 


Get deals done quicker. 

Built for Lawyers, Lenders and Brokers, SettleTech is your one stop platform helping you work better together, share documents, and track progress safely.

We take the friction out of commercial finance.