Workflow Settlements
Purchase Settlement Support for Conveyancing Firms
Workflow Settlements is a dedicated purchase settlement service, backed by a licensed incorporated legal practice, built for conveyancing and legal practices that want settlements handled fast, compliantly, and without adding headcount. We manage Verification of Identity, AML/CTF Tranche 2 obligations, duty lodgment, and trust account handling — end to end, through PEXA.
Live in four states — QLD, NSW, VIC and WA.
AML/CTF Tranche 2 compliant via InfoTrack from day one.
Flat $395 + GST fee per matter.
Dedicated settlements officer for every matter.
A Purpose-Built Settlement Service, Not a Generic Panel
Property settlement is one of the most time-critical, compliance-heavy parts of a conveyancing file. Workflow Settlements exists to take that load off your desk. Backed by a licensed incorporated legal practice and operating through PEXA, we act on your instructions to complete your client’s settlement — the financial exchange and transfer of property — coordinating with the vendor’s representative, the lender, and the relevant state revenue office, and keeping you and your client informed at every step.
Workflow Settlements Is Live in Four States
Queensland
We settle through PEXA and Titles Queensland, lodging duty with the Queensland Revenue Office (QRO) and managing mortgage discharge, adjustments and title transfer to QLD requirements.
Live and available today.
New South Wales
We settle through PEXA and NSW Land Registry Services, lodging duty with Revenue NSW alongside the financial settlement, mortgage discharge and title transfer.
Live and available today.
Victoria
We settle through PEXA and Land Use Victoria, lodging duty with the State Revenue Office Victoria (SRO) and managing mortgage discharge, adjustments and title transfer to VIC requirements.
Live and available today.
Western Australia
We settle through PEXA and Landgate, lodging duty with RevenueWA and managing mortgage discharge, adjustments and title transfer to WA requirements.
Live and available today.
What’s Included in Every Settlement
Verification of Identity (VOI) for all purchasing parties, completed to ARNECC and lender standards.
Full AML/CTF Tranche 2 client due diligence run through InfoTrack — identity, sanctions and PEP checks — with anything concerning escalated straight back to your firm to action.
Ongoing monitoring of the property’s title through to settlement, so nothing changes unexpectedly before completion.
Preparation and lodgment of the Transfer of Land and related PEXA workspace documents.
Coordination of settlement figures, adjustments, and disbursements with all parties.
A dedicated settlements officer allocated to your file, so you always know exactly who to liaise with on any questions along the way.
Duty assessment and lodgment with the relevant state revenue authority (QRO, Revenue NSW, SRO VIC or RevenueWA).
Liaison with the purchaser’s lender and the vendor’s representative to confirm a settlement date and time.
Trust account handling of settlement funds through PEXA’s own regulated source account, in accordance with each state’s trust account rules.
Real-time settlement updates back to your firm, so you can update your client without chasing us.
Post-settlement confirmation, PEXA workspace closure, and file handover documentation for your records.
How Workflow Settlements Works
1. You Instruct Us
Complete our intake form to allocate us the file, once the contract is unconditional and it’s time to prepare for settlement.
2. We Run Compliance
VOI and AML/CTF checks are completed, and the property’s title is monitored, before settlement day.
3. We Prepare for Settlement
We create the PEXA workspace and invite all parties, organise shortfall figures and transfer duty, and confirm everyone is ready to go.
4. We Settle
Funds, duty and title transfer are coordinated and finalised through PEXA on settlement day.
5. You Get Confirmation
You and your client receive settlement confirmation and a full file record the same day.
Why Firms Choose Workflow Settlements
Free Up Fee-Earner Time
Your conveyancers stay focused on advice and client relationships, not chasing settlement logistics.
Built-In Compliance
AML/CTF Tranche 2 and VOI checks are handled as standard, not bolted on.
Transparent Flat Fee
$395 + GST per matter, so you can quote and budget with confidence.
No Extra Headcount
Outsource the admin-heavy side of settlements without hiring, training or managing extra staff.
Expand Into New States Easily
Take on work outside your home state without setting up new trust or transfer duty accounts — we’re already live in QLD, NSW, VIC and WA.
Exceptional Return on Investment
The average firm charges $2,000+ GST per conveyance, and settlement prep alone can eat 8–12 hours of fee-earner time. At a flat $395 + GST, outsourcing to us frees up $1,605+ in margin per matter — over 80% — while giving those hours back to your team.
The Return on Investment Speaks for Itself
$1,605+ per matter
The average firm charges $2,000 + GST per conveyance, and settlement prep alone can easily eat 8–12 hours of fee-earner time. Outsource it to us for a flat $395 + GST and keep over 80% of that fee as margin — plus the hours back for your team.
Ready to Take Us On as Your Settlement Team?
Getting set up takes minutes, and covers every future matter from day one.
1. Register Your Interest
Tell us you’re ready to get started, and we’ll confirm your firm’s details and coverage state.
2. Sign Our Standing Engagement Letter
One engagement letter, signed once, covers every settlement you send us afterwards — no new paperwork per matter.
3. Use Your Reusable Intake Form
We send you a simple intake form you keep on file and use every time you have a new matter ready for settlement.
Simple, Transparent Pricing
$395 + GST
per settlement, flat fee — includes VOI and AML/CTF checks, with no hidden extras.
Frequently Asked Questions
Which states does Workflow Settlements cover?
Queensland, New South Wales, Victoria and Western Australia — all live and available today.
Do you replace our firm as the client’s conveyancer?
No. We act on your firm’s instructions to manage the settlement — the financial exchange and transfer of property. Your firm remains the client’s conveyancer of record throughout.
Will you contact our client directly?
No. We deal with your firm only — we don’t contact your client directly. The client relationship stays entirely yours.
Who handles the compliance side of things?
Workflow Settlements is backed by a licensed incorporated legal practice, so every Verification of Identity and AML/CTF check — run through InfoTrack — is carried out to the standard your clients expect from their solicitor. Your firm remains the reporting entity and keeps its own compliance officer; we handle the practical processing and escalate anything that comes back concerning straight back to your firm to action.
How does AML/CTF Tranche 2 affect our file?
We run every purchaser’s identity, sanctions and PEP checks through InfoTrack as part of standard due diligence under Tranche 2. If a result comes back concerning, we escalate it straight back to your firm to action — nothing is decided or actioned on your behalf.
How do we communicate with you during a matter?
Your firm is allocated a dedicated settlements officer as your single point of contact, reachable by email and phone throughout the matter. We’re also developing a portal so firms can oversee and manage their settlements online — coming soon.
How is Workflow Settlements different from SettleIT and similar providers?
Many settlement providers operate as a panel of independent firms, each running its own practice alongside its own client work. Workflow Settlements takes a different approach: a single dedicated team whose sole focus is processing settlements, not divided between multiple firms. That means your file has one consistent point of contact throughout, without competing for attention against anyone else’s work.
How and when do we pay?
A flat $395 + GST fee applies per settlement. We invoice your firm directly after settlement is complete — the fee is not deducted through PEXA.
What if settlement is delayed?
Settlement dates shift for all kinds of reasons outside anyone’s control, and we don’t charge any additional fee for a delayed settlement — our flat fee stays the same no matter how many times the date moves.
How do we get started?
Register your interest using the button on this page and we’ll be in touch to set up your firm for its first instruction.
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