Everything You Need to Settle
Business Sales Digitally
SettleGate replaces spreadsheets, email chains, and physical document packs with a single secure workspace for every deal.
Due Diligence Management
Structured, industry-specific checklists that keep every party accountable.
- Pre-built templates for NDIS, hospitality, retail, franchise, and more
- Real-time status tracking across all checklist items
- Raise and resolve queries in context — no more email chains
- Assign items to vendors, buyers, or brokers with due dates
- Automatic reminders for overdue items
Due Diligence Management
Structured, industry-specific checklists that keep every party accountable.
Settlement Worksheets
Transparent, collaborative financial settlement with multi-party approval.
- Line-by-line verification by all parties
- Three-party approval workflow (broker, vendor, buyer)
- Digital signatures with audit trail
- Automatic balance calculations with adjustments
- Lock worksheets once signed to prevent tampering
Settlement Worksheets
Transparent, collaborative financial settlement with multi-party approval.
Document Management
Secure, organised document storage with granular visibility controls.
- Role-based document visibility (all parties, broker-vendor, broker-buyer, broker-only)
- Automatic watermarking of sensitive documents
- Version tracking and download logging
- Link documents to specific DD checklist items
- Expiry dates for time-sensitive access
Document Management
Secure, organised document storage with granular visibility controls.
Real-Time Messaging
In-context communication that keeps conversations tied to what matters.
- General workspace messaging for all participants
- Context-specific threads on DD items, documents, and settlement lines
- Broker announcements to all parties
- Real-time delivery via Pusher with offline fallback
- Unread counts and notification badges
Real-Time Messaging
In-context communication that keeps conversations tied to what matters.
Calendar & Reminders
Never miss a deadline with integrated calendar and automatic reminders.
- Settlement dates, DD deadlines, and handover dates at a glance
- iCal export for integration with Google Calendar, Outlook
- Automatic settlement reminders at 7, 3, and 1 day before
- Same-day alerts when parties aren't marked as ready
- Timezone-aware scheduling (Australia/Sydney default)
Calendar & Reminders
Never miss a deadline with integrated calendar and automatic reminders.
Audit Trail & Compliance
Complete visibility into every action taken in every workspace.
- Timestamped logs for uploads, downloads, approvals, signatures
- IP address tracking for compliance requirements
- Organisation-wide activity feed for team oversight
- Completion records and deal summary certificates
- Data retention policies configurable per organisation
Audit Trail & Compliance
Complete visibility into every action taken in every workspace.
Ready to see SettleGate in action?
Register your brokerage and we'll get you set up.
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