The Settlement Notification functionality gives Incoming Proprietor reps and Proprietor on Title reps more control over the notification that is sent upon successful settlement of a Workspace.
This functionality allows both Incoming Proprietor reps and Proprietor on Title reps to:
Create multiple settlement notification emails
Add multiple email addresses per settlement notification
Customise the content of the settlement notification email
This better aligns with current practices followed in NSW and Queensland, but also provides enhanced functionality for remaining states.
This functionality's main purpose is to notify real estate agents of successful settlement. But it's flexible enough to be used for other purposes, such as notifying a broker, body corp or even client.
To create a Settlement Notification, navigate to Notifications > Settlement Notifications then click Add. From there, you then add the recipient(s) and enter a message for the email notification.