SettleEasy is a conveyancing service that allows agencies who are partnered with SettleEasy a way of conveyancing service to their customers.
How it works:
- To turn on the SettleEasy integration, an authorised User, with the Integrations Access Control Level (ACL), will have to click the tile to integrate with SettleEasy and agree to the terms and conditions.
- The API Token will need to be provided to SettleEasy along with the B+D Domain
Example: - After a vendor is engaged by the agent, the agent can ask the vendor if they already have a conveyancer or if they would like to be contacted by SettleEasy to help with finding one.
- If the vendor agrees to be contacted by SettleEasy, the agent simply needs to apply a unique category. This will trigger the vendor’s data in B+D to be shared with SettleEasy
- If there is no SettleEasy unique category applied, then no data is shared from B+D to SettleEasy.
To add categories to your system please see Getting Started with Categories and Unquie Categories