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Built for NSW building certifiers

Building Certification.
Simplified.

Complete certification workflow software for NSW private certifiers.

Projects, documents, inspections, clients, invoicing and certificates in one place — from application to Occupation Certificate.

  1. CDC/CC Application
  2. Documents
  3. CDC/CC Approval
  4. PC Appointment
  5. Inspections
  6. Occupation Certificate
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  • From CDC/CC to OC
  • Your firm’s data stays yours
  • The certifier stays in control
app.certlyn.com.au/dashboard
Dashboard
Good morning, Sarah. Here’s what’s happening today.
Your assistant

Two clients sent documents overnight. The BASIX certificate for 14 Wattle Street, Kellyville arrived at 7:40 am and is waiting on you to assess. The slab inspection at 8 Banksia Close is booked for 10:30 today.

3
Actions require attention
2
Inspections today
7
Assessments in progress
2
Approvals to issue
5
Documents for review
Today’s inspections
Slab inspection
8 Banksia Close, Rouse Hill
10:30
Frame inspection
27 Ironbark Avenue, Box Hill
1:00
Projects
24
In assessment7
Under construction11
Complete2
More than reporting. Certlyn manages the complete certification workflow — from application to Occupation Certificate.For private certifiers across NSW — sole practitioners to multi-certifier firms — issuing CDCs, CCs and Occupation Certificates. On your desk and on your phone

Everything you need to run certification — in one platform.

Not a document store. Not a reporting tool. The whole job, from the first phone call to the Occupation Certificate.

Project Management

Track every job from application through to Occupation Certificate, with every stage, document and date on one page.

Client Portal

Give clients one secure place to upload documents, view requests, follow progress and receive updates.

Inspections

Manage inspection stages, records, notices and outcomes without scattered emails and spreadsheets. Carried out from a phone.

Documents & Certificates

Keep project documentation organised and accessible throughout the job. Certificates built from the project, stamped sets behind them.

Invoicing

Manage job-related invoicing within the same workflow. Clients pay by card from their portal.

NSW Planning Portal Workflow

Fully integrated with the NSW Planning Portal: inspections and certificates reported straight from Certlyn against their Portal case, with the two-business-day clock counted for you.

From application to Occupation Certificate.

Certlyn follows the complete lifecycle of a certification job. Each stage hands what it knows to the next, so nothing is typed twice.

  1. CDC/CC Application

    Quote accepted, project set up, land and consent details filled from the address, and the application assessed against the code or consent.

  2. Documents

    Clients upload what's needed into their portal; you review and approve, or send one back with a note.

  3. CDC/CC Approval

    The CDC or CC issued, the approved set stamped and bundled, and any modification recorded.

  4. PC Appointment

    The Principal Certifier appointment accepted and the commencement documents collected before work starts.

  5. Inspections

    Booked, carried out on site, signed and reported to the Portal.

  6. Occupation Certificate

    Whole or partial, with every inspection report behind it.

Less administration. More time for certification.

Where the hours go on a certification job, and where Certlyn gives them back.

Less
  • Email chasing
  • Manual document tracking
  • Spreadsheet management
  • Repetitive client updates
  • Double handling of inspection information
More
  • Automation
  • Client self-service
  • Centralised records
  • Faster inspections
  • Clear project visibility
Without Certlyn
With Certlyn
Setting up a project
Look up the lot, plan, council and zoning in three places and type them in.
Type the address. The land details are looked up and offered for you to confirm.
Collecting documents
Email the list, chase by phone, hunt through the inbox for attachments.
The client uploads into their portal against each item. Reminders go out until it's done.
Schedule 1
Type every document's preparer, number, revision and date by hand.
Filled from the documents you approved.
Issuing the certificate
Fill a template, assemble the approved set, stamp each page.
Built from the project. The approved set is stamped and bundled behind it.
Inspections
Notes on site, photos on the phone, the report written up that evening.
Outcome, issues, photos, signature and Portal record, all on site before you leave.
Knowing what's outstanding
Open each project and read down the checklist.
One panel per project, one note each morning: what arrived, what's waiting, what's due.
  • Keep project information in one place.
  • Reduce repetitive client emails and document chasing.
  • See what is outstanding before an inspection.
  • Keep inspection and certification records organised.
  • Automate routine notifications and workflow updates.
  • Give clients visibility without giving up certifier control.
Your judgement stays yours

Certlyn assists certifiers with administration and workflow. It does not replace the certifier’s professional assessment or decision-making. What a project requires, whether a document is acceptable, whether a certificate is issued: those decisions are made by the registered certifier, and the platform is built so they can’t be made anywhere else.

Client portal

Give your clients their own portal.

Your clients know what is required, what has been approved, what is outstanding, and what happens next — without constant phone calls and emails.

They securely access their project, upload requested information and receive notifications. They see what you choose to share, and nothing you don’t.

  • Clients know what’s required without calling. Every requested document is listed with its status and your note beside it.
  • Uploads land against the right item, not in your inbox — from a phone or a desk.
  • Progress is visible, so the “where are we up to?” calls stop.
  • Book inspections and see them confirmed. View and pay invoices by card.
  • Reminded automatically while anything is outstanding, in your firm’s name, and stopped the moment you’re in touch.
See how the client portal works
Your project
14 Wattle Street, Kellyville
New two-storey dwelling · CDC
CDC/CC
Documents
Approval
PC
Inspections
OC
Documents we need from you
Site planApproved
Structural engineer's certificateApproved
BASIX certificateBeing reviewed
Home Building Compensation certificate Upload
Next inspection
Slab — Tuesday 8 September, 10:30 am
Confirmed by your certifier
Invoice INV-0142
$2,750.00 · paid 1 Sept
portal · your project
Your project
14 Wattle Street, Kellyville
New two-storey dwelling · CDC application
3 of 6 documents approved
DocumentStatusAction
Site planApproved
Architectural drawingsApproved
Structural engineer's certificateApproved
BASIX certificateBeing reviewed
Stormwater drainage planNeeds changes Upload
Home Building Compensation certificateStill needed Upload
Stormwater drainage plan — note from your certifier: the plan is missing the overland flow path. Please upload a revised sheet.
Sunrise Certifiers· 8:02 am
Documents outstanding — 14 Wattle Street, Kellyville

Hi Jane, just a friendly reminder — the following documents are still needed so your project can keep moving:

  • Home Building Compensation certificate
  • Stormwater drainage plan — needs changes

You can upload them straight into your portal, and we’ll take it from there.

Open your portal
Sent automatically, and stopped the moment the certifier is in touch.

Built to remove the repetitive work.

The parts of the job that are the same every time, done the same way every time. Nothing is sent without a person pressing Send.

Automated notifications

Document and invoice reminders on a schedule you set, stopped the moment you're in touch.

Document requests and tracking

Checklists from your own library, per stage, with every version kept.

Inspection workflow

Book, confirm, carry out, sign, report — one card per inspection.

Approval workflow

Approve, send back with a note, or reopen. Schedule 1 follows.

Certificate generation support

CDC, CC and OC built from the project, in your wording and layout.

Client communication

Portal invitations, updates and reports, sent in your firm's name.

Invoicing

From the quote or the job; paid by card; chased when overdue.

Centralised project records

Every certificate version, signed report and email, on an audit log nobody can edit.

AI assists, the certifier decides. Where AI is used it drafts a note or reads a title block for a person to confirm. It never assesses an application or makes a certification decision.

Fully integrated with the NSW Planning Portal.

Inspections and certificates go to the Portal straight from Certlyn — no double handling, no typing the same details twice.

Integrated with the Portal
  • Inspections and certificates reported to the NSW Planning Portal directly from Certlyn.
  • The Portal case reference kept on every inspection and certificate, so nothing is reported against the wrong case.
  • The two-business-day reporting window counted in NSW business days, shown on the inspection and on the compliance clock.
  • Every report recorded with its date, and the record follows the job.
  • Unreported inspections flagged on the dashboard and in your morning note until they are done.

Security and professional trust, built in.

A certifier's file has to stand up years later. Certlyn is built as if someone will ask.

Each firm walled off

Every firm’s projects, documents and settings are separated from every other firm’s by rules enforced in the database itself, not only by the screens.

Two-factor sign-in

An authenticator app on the certifier’s phone, asked for at every sign-in. A stolen password on its own opens nothing.

A record nobody can edit

Every certificate version, every signed report, every email sent — and the ones that failed — on an append-only audit log.

Backups to your own cloud

Nightly copies of your projects can go to your own Dropbox or OneDrive. Your data, in your account, whatever happens to ours.

The certifier decides

No document is accepted, no certificate issued and nothing reported without the registered certifier acting. AI only ever suggests.

Deadlines you can see

Portal windows, CDC lapse dates, notification periods, registration and insurance renewals, on one screen, in order of consequence.

Why Certlyn?

Six things a certifier gets that a reporting tool, a shared drive and an inbox never gave them.

Less admin

The address fills in the land details. The quote fills in the project. Approved documents fill in Schedule 1. The certificate is built from the project, not a blank template.

One workflow

Application, documents, certificate, inspections, amendments, OC and invoicing on one project page, each stage handing what it knows to the next.

Inspections finished on site

Outcome, issues, photos, notes, signature and the Portal record, from a phone, before you leave the site.

Document requests that run themselves

Checklists from your own library. Clients upload against each item and are reminded until it’s done. You approve or send back with a note.

Clients kept informed

Portal invitations, progress, reports and reminders go out in your firm’s name. Nothing is sent without a person pressing Send, apart from the reminders you switch on.

The Planning Portal, integrated

Inspections and certificates reported to the Portal straight from Certlyn, against the right case, with the two-business-day window counted for you and a record of every report.
A reporting tool

Tells the Portal what you did. Everything before and after it still lives in email and folders.

Generic project software

Knows nothing of a CDC, a Schedule 1 or a two-business-day window. You build and maintain it all.

Certlyn

Built for the NSW certification workflow, with the client, documents, inspections, certificates and invoicing already in it.

Ready to simplify your certification workflow?

See how Certlyn can bring your certification jobs, clients and administration together in one place.

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