Simplifying your off-the-plan contracts
PlanIT is an online portal that makes off-the-plan projects easier than ever. Leave behind your excel spreadsheets for good with our ultimate off-the-plan platform. With PlanIT, SignIT and SettleIT you can easily prepare, sign and arrange settlements for your off-the-plan contracts online. No need to print, copy, collate, compile and post hundreds or thousands of pages of documents manually.
- Create a project
When creating a project, you simply specify the number of lots/units, address and project details.
- Create a master contract
Once you've created your project you can order parent titles, plans, dealings and other certificates. You can also import special conditions, unregistered plans, and other documents.
- Compile and export
Once you're satisfied with the master contract, you can compile the contracts for all lots with one click. You can customise individual contracts at a lot level or update all contracts at a master level. Choose to export all Contracts as a zip file, as well as the ability to export all data into an Excel spreadsheet.
- Electronic signing with SignIT
You can easily upload the contracts for your off-the-plan project to SignIT. Once uploaded, you can send the parties a link via email for signing. You can easily track who has and hasn't signed via the SignIT dashboard.
- Manage your settlements with SettleIT
With SettleIT you can easily plan, book and manage your settlements in one place. You can import development details and set criteria for settlement timeslots. With one click, you can email out links to all the purchasers' solicitors which will allow them to choose a date and time for settlement.
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Features and benefits
Export all contracts into a zip file, as well as the ability to export all project data into an Excel spreadsheet.
Fully secure signing process via DocuSign. Tracked by the latest technology with an audit trail report provided post transaction.
Import your own contract templates to use with PlanIT's mail merge fields.
Arranging settlements for developments has never been easier. SettleIT allows you to plan, book and manage your settlements in one place online. With the ability to email out booking links to all the purchasers’ solicitors in one click there’s no more phone tag or double-bookings. Easily view booking status through the SignIT dashboard, run reporting or export settlement details via Excel.