Platform Features

Everything you need to manage digital agreements

From electronic signatures to compliance-ready workflows, Settlio provides a complete platform for sending, signing, and managing settlement documents.

Electronic Signatures

Capture legally binding electronic signatures that comply with the ESIGN Act and UETA. Signers can draw, type, or upload their signature from any device.

Draw, type, or upload signatures
Multi-signer support with signing order
Signer authentication and verification
Tamper-evident seal on completed documents

Electronic Signatures

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Draw, type, or upload signatures
Multi-signer support with signing order
Signer authentication and verification

Settlement Agreement Templates

Pre-built, customizable templates designed specifically for debt settlement, payment plans, and recovery agreements. Save time and ensure consistency.

Industry-specific templates
Custom field mapping
Conditional logic and dynamic fields
Template library with version control

Settlement Agreement Templates

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Industry-specific templates
Custom field mapping
Conditional logic and dynamic fields

Payment Authorization Forms

Collect signed payment authorizations alongside settlement agreements. Streamline the entire resolution process in a single workflow.

ACH and credit card authorization templates
Integrated with agreement workflows
Secure payment data handling
Automated confirmation delivery

Payment Authorization Forms

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ACH and credit card authorization templates
Integrated with agreement workflows
Secure payment data handling

Automated Reminders

Smart follow-up sequences that boost completion rates. Configure reminder schedules, channels, and escalation rules to keep agreements moving.

Customizable reminder schedules
Multi-channel delivery (email + SMS)
Escalation rules for overdue documents
Completion rate analytics

Automated Reminders

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Customizable reminder schedules
Multi-channel delivery (email + SMS)
Escalation rules for overdue documents

SMS & Email Delivery

Reach signers through their preferred channel. Send documents via email, SMS, or both to maximize delivery rates and signing speed.

Dual-channel delivery
Custom sender branding
Delivery confirmation tracking
Bounce and failure handling

SMS & Email Delivery

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Dual-channel delivery
Custom sender branding
Delivery confirmation tracking

Audit Trails

Every action is logged with timestamps, IP addresses, and authentication details. Generate comprehensive audit reports for compliance and legal proceedings.

Timestamped action log
IP address and device tracking
Signer authentication records
Downloadable audit certificates

Audit Trails

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Timestamped action log
IP address and device tracking
Signer authentication records

Document Status Tracking

Real-time visibility into every document's lifecycle. Track status from creation through completion with a powerful dashboard and reporting tools.

Real-time status dashboard
Filterable document views
Export and reporting tools
Team activity monitoring

Document Status Tracking

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Real-time status dashboard
Filterable document views
Export and reporting tools

Team Workflows

Collaborate across your organization with role-based permissions, team assignments, and shared templates. Built for teams of any size.

Role-based access controls
Team and department management
Shared template libraries
Activity and performance reporting

Team Workflows

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Role-based access controls
Team and department management
Shared template libraries

Secure Cloud Storage

All documents are stored with enterprise-grade encryption. Access your complete document history anytime with powerful search and organization tools.

256-bit AES encryption
Automatic backup and redundancy
Full-text document search
Retention policy management

Secure Cloud Storage

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256-bit AES encryption
Automatic backup and redundancy
Full-text document search

API & Integrations

Connect Settlio to your existing tools and workflows. Our RESTful API and pre-built integrations make it easy to automate document processes.

RESTful API with webhooks
Pre-built CRM integrations
Zapier and workflow automation
Custom integration support

API & Integrations

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RESTful API with webhooks
Pre-built CRM integrations
Zapier and workflow automation

Compliance-Ready Workflows

Built to support regulatory requirements for debt collection and financial services. Configurable compliance controls for your specific jurisdiction.

ESIGN Act and UETA compliance
TCPA-aware SMS delivery
Configurable consent workflows
Regulatory audit support

Compliance-Ready Workflows

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ESIGN Act and UETA compliance
TCPA-aware SMS delivery
Configurable consent workflows

Mobile-Friendly Signing

Optimized signing experience on every device. Recipients can review, sign, and complete documents from any smartphone or tablet without an app.

Responsive signing interface
No app download required
Touch-optimized signature capture
Mobile notification support

Mobile-Friendly Signing

Active

Responsive signing interface
No app download required
Touch-optimized signature capture

Ready to see Settlio in action?

Schedule a personalized demo and see how Settlio can streamline your agreement workflows.