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SettsPlus

SettsPlus is the industry standard Settlement software package for Conveyancers in Western Australia. SettsPlus is a tool for Conveyancers and Solicitors to provide Settlement services to their clients.

 
 

Help


  • Topic 1 – Start Up, Search Files and Enter New Files

          1.1 - Start Up, Keyboard Shortcuts, search files and Current File Details

          1.2 - Create New File, Reps and Referred, Real Estate Agents and other Settlement Agents

          1.3 - Entering Sellers and Buyers Details

          1.4 - Contract details, finance, mortgages, Encumbrances, Additional and Special Conditions

          1.5 - Fees & Duties and Disbursements

          1.6 - Third Parties, Strata Companies, Local Authorities

          1.7 - Reports

          1.8 - File Agenda, Daily Agenda, Diary and VOI

          1.9 - Notepad

          1.10 - Letters, Printing and Screen Printing

  • Topic 2 – Unconditional Files and Entering Rates

          2.1 - Finance Approved and All Conditions Met

          2.2 - Calculators and Discharge of Mortgage

          2.3 - Extra Charges

          2.4 - Shire Rates and Extra Rates

          2.5 - Water Rates, Regional Rates, Water Consumption and Land Tax

          2.6 - Strata Levies and Strata Insurance

  • Topic 3 – Statements and Balancing

          3.1 - Statements and Cheque Splits

          3.2 - View Balances and Balance Sheet

          3.3 - Settlement Book

          3.4 - Settlement Instructions

  • Topic 4 – Trust

          4.1 - Trust Account Status, Receipts and Issue Cheques and EFTs

          4.2 - View Current Ledger

          4.3 - Journalling

          4.4 - Held in Trust Statements and Payments

          4.5 - Present Via List

          4.6 - Cancel and Adjust Cheques and Receipts, Unpresent Cheques, Reprint Cheques and Receipts

          4.7 - End of Day, Backup, End of Month and End of Year

  • Topic 5 - Communication, Quotes and Maintenance

          5.1 - Communication, Landgate, Online Stamping and Title Insurance

          5.2 - Email, Sms and Scan Document

          5.3 - Quotes

          5.4 - Title Register, Archive Search and Lookup Lists

  • Topic 6 – Licensee/Manager/Administrator

          6.1 - Edit Settlement Users

          6.2 - Amend Existing Letters

          6.3 - Create New Letters

          6.4 - Interest Bearing Accounts

          6.5 - Back Up, Restore Database, Reindex and Purge

          6.6 - Quote Reports, Professional Indemnity Insurance Report, Edit User Data and Fee Chart

          6.7 - Rates Library, Account details, Transaction Numbers, Setup Ledgers & System Ledgers

          6.8 - View and Print previous End of Day, End of Month and End of Year

 
 

Projects

Settlements +Plus

VOI +Plus

Online Storage


Contact Us

Office Hours: 8:30am - 5:00pm (Mon -Thur) - 4:00pm (Friday)

Email: [email protected]

Phone: 08 6262 2272

Address: Unit 8/175 Davy Street, Booragoon, WA 6154https://goo.gl/maps/kj245

 
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