Ideas and Suggestions topics

Adding Frequently Represented Parties

TracyW — Fri, 12 Feb 2021 00:04:46 GMT

As a user I can add bank accounts to frequently used accounts however only an Administrator can add and update frequently represented parties. Surely this could be done by a user rather than just the administrator? This would be especially handy when a client changes their address or email address and you need to amend it.

conversation option to be invited /able to join in existing workspace as mortgagee on title

LorettaP1 — Thu, 28 Jan 2021 21:45:10 GMT

from a FI perspective , when searching for the invite as mortgagee on title, as an additional step we have to create a new workspace to validate the title reference and we often find that as mortgagee on title, we have not been invited into an existing workspace. I would like the option from that screen being added into PEXA to send a conversation to the other parties to invite in the mortgagee on title. This would save us having to phone the proprietor on title's solicitor participant, only to find in some cases PEXA inputting is being managed by their agent & this is causing delays. The option of being able to generate a conversation would save time. Otherwise PEXA should allow the mortgagee on title to be able to join in the existing workspace directly as the mortgagee on title details are already established.

Reminder to allow for higher PEXA fee when multiple titles in a document

linleyschultz — Thu, 21 Jan 2021 07:29:19 GMT

Hi PEXA

Could we please have a reminder pop up in the workspace when we select multiple titles in a document so we don't forget to include the higher PEXA fee on our settlement statements?

Thank you in anticipation!

Penalties for Banks delaying settlement and not taking settlement time seriously

k1mum — Mon, 30 Nov 2020 05:15:40 GMT

Bank's are accepting the date and time for settlement and then, with no communication to the relevant party, are not signing off on time. This causes the solicitor/conveyancer additional work and stress which filters down to their clients - the bank's customers are put at potential physical and financial risk due to the bank's lack of care, diligence and communication.

Today I had a settlement due at 2.30pm, though my client's additional funds were available in their account for over a week the bank did not transfer them for settlement until 3.40pm - an hour and 10 minutes after the due settlement time. Simultaneously, the vendor's discharging, though they have uploaded documents, accepted time and date for settlement and uploaded the payout, have not at 4.12pm, signed off notwithstanding the Solicitor for the vendor chasing them on several occasions requesting they do so.

This mindset for banks is not going to change unless the banks are held accountable for the delays and as it seems they only care about money, similarly to a purchaser being the cause for a delay of settlement, the banks should be charged an or half hourly rate for each delay caused by them over the agreed time.

Extremely annoyed and frustrated at the lack of care and integrity of our banks

Leah

Declined Invitations Screen In Dashboard

Cguru — Fri, 04 Sep 2020 03:01:42 GMT

This screen will be very helpful if upon opening it and taking required action the row disappears which is not the case. The purpose of this screen should be to follow up with the intended participants who has declined pexa invitation and take necessary actions. If the record stays in this screen even after viewing it which is the only button available, and taking necessary actions it does not serves the purpose.

Notification on Dashboard in unread messages by way of a flag to show there are messages in there

IvankaPetreski — Thu, 30 Jul 2020 00:48:39 GMT

Hello, just wanted to make a suggestion,

On the Dashboard, unread messages should displace a red flag or red circle to advise that there is a message in there as if you do not click into it or see your email you are not to know that there is a message.

This would really help especially when busy and in a hurry.

Thanks Ivanka

PEXA TRAINING SOFTWARE

Jillani — Sun, 07 Jun 2020 11:16:26 GMT

My suggestion is that if PEXA can launch a software for training with features of real PEXA used for transactions will boost confidence of new PEXA users a lot.

Alert once workspace is balanced

pearlhunter — Fri, 05 Jun 2020 00:51:32 GMT

Hi, wondering if PEXA have been asked or would consider a way to send an alert to parties once a workspace is financially balanced? As a rule we don't sign off until balanced, and sometimes everything our end is complete and we are waiting on others. It would be handy to get that notification as early as possible if we get tied up and don't check the workspace for a while.

Just a suggestion...?

PEXA closure on 8 June 2020

Annelie — Tue, 12 May 2020 05:30:47 GMT

Hi,

So this well-known issue is arising again, and I would like to find out, please if there is any progress on resolving this issue?

8 June 2020 is a public holiday in many states, but not in Queensland. However, as the Reserve Bank chooses to close its doors on a day that is NOT a national public holiday, us Queenslanders are prevented from affecting settlements in PEXA that day.

I understand PEXA is not causing the problem, but I am hoping PEXA power and ingenuity can persuade the Reserve Bank to represent the whole country and only close their doors on national public holidays, allowing all states to benefit from electronic settlements all the time.

I think it will be impossible to mandate electronic conveyancing in QLD if it is not going to be available during all QLD business hours.

Regards,

Annelie

Settlement Completion Record

PGupta — Sun, 10 May 2020 06:42:21 GMT

I suggest that settlement completion records should be in three parts

1 Funds received or paid on behalf of the vendor

2 Mortgagee payout figures and details

3 cheques orders by the purchaser solicitors

Presently there is only one consolidated completion records

YOUR DASHBOARD

LMD — Wed, 01 Apr 2020 10:52:42 GMT

I'd really love to see a notification in "Your Dashboard" against a matter, where there is an unread conversation. We get so many email notifications. Would be nice to see what workspaces we need to visit as a priority.

COVID-19 practitioner contingency planning

Redchip — Fri, 20 Mar 2020 05:58:26 GMT

In light of the likelihood that a lot of practitioners will shortly be working remotely, I think it would be useful for PEXA to send a broadcast to help with contingency planning from the perspective of managing PEXA settlements. Eg, install Digital Certificate Software on home computers, make sure you have your USB with you and the password/pin,,,

Real Estate Agents

jasonbarrett — Sat, 14 Mar 2020 09:36:31 GMT

As real estate agents, we're typically involved in transactions weeks (months or years in commercial ) before legal advisers are engaged by buyers or sellers. Through our marketing and prospecting strategies we are often in more regular contact with parties who would benefit from increased PEXA takeup. We've also got a vested interest in seeing higher quality and more efficient settlement of sale transactions.

How can real estate agents support PEXA and the legal community in improving real estate transaction efficiencies? I'm particularly interested in commercial real estate.

USB-C PEXA Tokens

LXWill — Tue, 03 Mar 2020 02:21:00 GMT

Tokens should be made available in USB-C format as well as USB-A. Most newer devices now have USB-C ports as well as USB-A, if not exclusively so, so it would help reduce dongles/adapters for road warriors.

Email Notification for when workspaces are Ready-Ready

alanvilay — Tue, 18 Feb 2020 03:11:59 GMT

There is currently an automated email to notify email contacts when a workspace is NOT Ready-Ready

Is there an option for a system generated READY-READY email?

Value added - Notifications tab within workspace - can be added to Settlement Notifications section as an additional option with Settlement Completed emails. Email contacts should receive 2 emails - one for READY-READY and one for SETTLEMENT COMPLETED. This will keep frontline bankers updated in realtime on the READY-READY status of the settlement workspace.

Date of Birth

FMCo — Fri, 14 Feb 2020 00:30:22 GMT

Why do we need to enter a DOB at the commencement of opening a file?

we don't have this information to hand until we do VOI.

Can this be added later so that we can at least create our party and invite the bank to get the process started?

Notification settings for Settlement Date

Caz_at_Astills — Tue, 11 Feb 2020 05:13:28 GMT

I act for a mortgagee and do quite a lot of discharges where our client is being refinanced. The incoming bank will send the PEXA invite with a settlement date nominated but still "pending" from their side as below:

My issue is that if I don't accept that settlement date and the date is subsequently accepted by the incoming mortgagee, I don't receive any notification. This creates issues as I have to keep going back into the workspaces to see if settlement has been accepted by the incoming so I can book settlement and order the payout with my client (obviously this is not productive). Alternatively I have to accept the settlement date and order the payout only to have the incoming advise they're not ready (usually once payouts have been provided) and push settlement back (again not productive). Is there anyway that notifications can be tailored to individual needs so that I can receive notification once any party accepts the settlement date instead of just all parties as it is now?

Email alert for balanced Financial Settlement Statement

DonnaBekendam — Fri, 07 Feb 2020 02:02:55 GMT

To save users having to constantly check Workspaces for balanced financial settlement statement, it would be great if balancing triggered an email alert (as does all parties accepting settlement date/time).

Source Funds from Solicitors Trust Account

Jacqueline — Tue, 04 Feb 2020 05:23:34 GMT

Hello,

On files where we are providing the source funds and the matter is ready to be signed off, on the summery it then states, no further tasks, when in fact source funds still need to be verified and signed off.

This should also be a task on the summery panel if source funds are coming from our trust account.

Read Receipts/Unread reminder of Sent Communication

SandraShaw — Mon, 03 Feb 2020 01:45:37 GMT

Hi, we have had a couple of instances when the bank is not communicating in the Conversations tab. A settlement occurred late last week (and delayed) where the discharging bank had accepted the Pexa Invite but did not load the discharge of mortgage. I asked the Vendor's Conveyancer to please call the bank as something does not add up. There was a linked-financial and it had appeared that the discharging bank had completely missed that they had to still prepare the discharge of mortgage for the security swap. If the Vendor's Conveyancer will only communicate through Pexa and refuse to call, is there a set up response in Pexa that can generate an automatic response that Communication has not been responded? Or when we click on high importance or requires action does Pexa automatically send an email if that communication has not been action within the appropriate time frame? Regards Sandra

PEXA matters

Annelie — Tue, 28 Jan 2020 00:46:19 GMT

Hi,

I would like to be able to tag those of my firm's PEXA matters which are mine, so that when I open the Dashboard, I can easily choose to look at only my matters.

// Annelie

Mandatory field for property owners name in invite

helenj — Fri, 24 Jan 2020 00:23:56 GMT

I received many invites to workspace where the name of the property owner has not been included; therefore I spending a lot of time searching records to find who the invite refers to.

My suggestion is to make a field in the invite where the property owner is mandatory or auto populated in so it can not be deleted; especially for Caveats. This would save time.

LAWNEWS - Swimming Pool Regulations

LIV — Thu, 19 Dec 2019 04:20:04 GMT

Vendor's obligations to disclose:

https://www.liv.asn.au/Staying-Informed/LIJ/LIJ/December-2019/Lawyers-must-ensure-swimming-pool-and-spa-complian

Completing the financial settlement schedule

AnnaN — Fri, 15 Nov 2019 00:32:44 GMT

It appears that when one party has inserted the settlement adjustments, the other party is unable to make any changes to those adjustments. Both parties should be able to have the ability to make changes to existing settlement adjustments added to the workspace. If there are errors made you will be relying on the other party to make the amendment. I have found on many occasions that a party won't make the amendment required. Without being able to amend the settlement adjustments, the settlement statement that can be downloaded from PEXA will be incorrect and therefore cannot be provided to a client when reporting on a settlement.

Need to view nomination details

SimoneF — Wed, 30 Oct 2019 04:03:33 GMT

Currently we are not able to view nomination details in a workspace. This can cause issues when we are Incoming Mortgagee as a part of a Settlement workspace and we are unable to confirm whether the nominating party has elected to retain control of the title or give up control. We have had instances that we have discovered at the time of settlement for the subsequent sale of properties that the control of the title lies with the previous vendor's solicitor or Bank. This has occurred as they have inadvertently elected to retain control after the previous transaction. If we were able to view the nomination in the original settlement we could avoid having to go back to the previous vendor's solicitor (potentially years after a settlement) to get them to nominate the title to the workspace.

Visible (redacted) account numbers on payouts

Caz_at_Astills — Fri, 25 Oct 2019 03:50:26 GMT

I know this has been raised previously but is there any progress on allowing a redacted version of the loan account number to be shown to the other parties when the bank loads their payout figure (eg. showing the last 4 digits). I do a lot of discharges and am constantly having to provide these details to the incoming bank so they can confirm they are paying out the correct loan. Being able to see the account number once the payout is loaded would save a lot of time and provide clarity to all parties as to the debt being repaid. Thank you.

New hotline number for settlements occurring on that day only which will be answered within 10 mins

SarKlar — Mon, 07 Oct 2019 23:25:29 GMT

The conversation button in PEXA does not work because the banks don't appear to be monitoring work spaces even though it is settlement day. A hotline number where you remain on hold for an eternity is also not good enough when the settlement time slot keeps rolling over. Imagine if we did not accept the settlement date until one hour after the proposed settlement time? We would be called negligent, incompetent and irresponsible. It's simply not good enough. In this day and age why is it so hard for banks to do what they need to do so the system can work smoothly. If they don't have enough staff, well employ some. I am wasting my valuable time chasing up banks to do what they are suppose to do and the clients get cranky with me because I can't give them an explanation as to why their matter has not settled because there's nothing coming back from the banks. Maybe there should be a penalty imposed on the banks when they don't meet their own targets, ie $20 paid to the customer every time settlement is delayed because the bank is not being proactive or, if they are being proactive, failing to communicate this with the other party.

Adding an accept settlement date option in the conversations

georgiegoldspring — Thu, 26 Sep 2019 04:12:41 GMT

Ever thought about adding an 'Accept Settlement Date' to the options in the conversations? Currently when you view a conversation you can "Reply", "Mark as Read" or "View". A lot of the conversations are simply the other parties changing the settlement date. It would be so handy and reduce time if you could simply click the action cog and click 'Accept Settlement' rather then going into view the workspace. Just an idea.

New Destination for Councils

TMcMillan — Tue, 10 Sep 2019 01:02:05 GMT

Speaking to our local Council today and we were advised that Councils would appreciated a further generic destination for additional fees e.g. Legal Fees on Debt Recovery, Sundry Debtors, Trade Waste Collection, Curb and Guttering Fees. Payments made to such generic destinations should also include the property number for council's reference and have provision to stipulate which fee is being paid. This would be appreciated by Councils as at present the only payment destination available for such additional fees is "water rates" involving Councils then having to journal such payments into the appropriate other accounts within their ledgers. BPay details will need to be added,

Vic - discharge of subsequent mortgage - eCT nomination

adamcooke — Tue, 20 Aug 2019 05:27:53 GMT

This may be Vic Land Use issue, but it would be much easier and efficient PEXA enabled a second/subsequent mortgagee to discharge its mortgage without having the first mortgagee nominate the eCT to the workspace. Is there any plans for this?

Duty Verification & mandatory data

MarcusLiley — Fri, 26 Jul 2019 07:10:11 GMT

Hi guys

I'm often having to remind PoT (or be reminded) to enter Seller's dates of birth to enable Duty Verification.
Any chance that the system could check the mandatory data and, if absent, sent a reminder to the PoT one or two days before you send a reminder to the IP to verify Duty?

Marcus

VIC Ect transfer - greater visibility to enhance security

LorettaP1 — Thu, 18 Jul 2019 05:29:19 GMT

I have a suggestion:

when signing a transfer of Control Ect for VIC, on the signing page it currently only shows our own subscriber ref & the title reference. I suggest that the name of the subscriber selected ie: the recipient of the control (selected on the previous screen when creating the document to transfer Ect) is displayed as well as a double check security measure when signing. This change could achieve greater control/security when signing the document.

Notice of Acquisition - VIC

LynP — Tue, 02 Jul 2019 22:42:10 GMT

Hi Team,

Is there any update on when the NOA's can be emailed direct to the Authorities from the PEXA workspace?

I believe there was talk at some stage of incorporating that function into the workspace?

Thanks LynP

Audit trail with timestamp/log for all activities

kesteey — Thu, 13 Jun 2019 04:17:12 GMT

It would be good if PEXA has an audit trail page where each activity is recorded with timestamp. For example:

12.15pm - party A is "represented" by solicitor B

12.30pm - transfer created

12.45pm - notice of sale created
1.00pm - figures balance at settlement
1.15pm - ready to be sign off

The main purpose of this is to have an evidence who is delaying settlement (if any) and whether the party entitled to issue Notice to Complete has sufficient evidence to claim the other side is "Not ready" due to documents not ready etc or their bank not being ready

Priority Notices – Importance of ensuring correct Incoming Mortgage is noted

Morvanna — Thu, 13 Jun 2019 03:19:19 GMT

When creating a Priority Notice in a Transfer workspace the system automatically pulls across the Incoming Mortgagees details from the Participants. Those details may not always be correct. For example if St George is the Incoming Mortgagee this will pull into the Priority Notice but “Westpac Banking Corporation” is actually the Incoming Mortgagee that needs to be noted and you would therefore need to update prior to saving the document and lodging.

To assist you with this we have installed a WalkMe pop up when you add in the Incoming Mortgagee which reminds you to check the Incoming Mortgagee’s details are correct.

Section 22 Notice

ShaeSmall — Wed, 05 Jun 2019 23:48:45 GMT

Feature Request: Enabling Section 22 Notices to be sent to the relevant authority as a notification upon settlement. Thank you.

Stamp duty

Petramunro — Thu, 30 May 2019 06:28:27 GMT

Today we found out that although we had stamped in PEXA and had the funds in the source tab Revenue NSW does not take this into account when the settlement date is longer than 3 months from exchange. Interest is charged.

Could PEXA and OSR have a system in place so that conveyancers and solicitors when stamping and enter amounts in PEXA, that if the completion date is over the 3 month period that the stamp duty can be paid through PEXA when due therefore eliminating interest being charged.

Talking all things PEXAplus & Marketplace with R.J. O'Halloran & Co Solicitors - Tamworth

Josephine1 — Tue, 14 May 2019 03:45:59 GMT

The Wonderful Team at R.J. O'Halloran Solicitors, Joshua, Cate, Patrick & Doug. Thank you for being a valued member of the Partner Program & for embracing all things PEXAplus & Marketplus ! Welcome to the Marketplace journey...…I share your excitement for the choice it brings to the market !

Why cant I be able to sign off on PEXA matters using my Samsung S8 mobile phone

kirsibenson — Fri, 03 May 2019 05:09:42 GMT

In light of the fact that with PEXA, I am now held hostage to my computer and office, can PEXA please make PEXA signing compatible with mobile devices, ie, phones and tablets instead of just desktops and laptops.

Notification alert to advise matter has been unsigned AFTER I signed it

kirsibenson — Fri, 03 May 2019 05:07:19 GMT

I had a matter settling on a day that I was not going to be near the computer, and I knew this and balanced and signed it 3 days before settlement. On the morning of settlement, something happened that generated my 'signed' to be UNSIGNED, but NO EMAIL ALERT was issued to advise me. 15 minutes before settlement was effected, it was noticed that my SIGNING of the matter had disappeared and I was the only one left to have to SIGN. I had to rush around to get it resigned, and no harm done. BUT, why wasn't I alerted to the fact that my SIGNING had been 'removed'????

VIC Complex Assessments | FAQs

JonTeh — Tue, 09 Jul 2019 03:49:38 GMT

From 1 August 2019, Land Use Victoria begins its final chapter of its transition to 100% digital, when all remaining Victorian property transactions move online.

As part of this transition, the State Revenue Office (SRO) of Victoria is delivering its Duties Online (DOL) solution to allow transfers requiring complex assessments to be settled and completed electronically. Therefore, as of 17 June 2019 you can retrieve and claim your transaction for complex assessment in Duties Online, ensuring you lodge the assessment request at least 30 calendar days prior to settlement.

Once an assessment is submitted in DOL and identified as complex, the earliest possible settlement date will be returned from the SRO (30 calendar days from lodging with the SRO).

The SRO has supplied a full list of complex assessments and is hosting multiple webinars in the lead up to 17 June. View a recording or register for an upcoming webinar here.

From 17 June 2019, we recommend lodging all duties transactions with the SRO 30 calendar days prior to settlement, whether it’s a simple/non-complex or complex assessment, to avoid any possibility of the settlement date shifting beyond the intended settlement date.

For more information on complex assessments, please contact the SRO. Below are FAQs to further assist you with the complex assessment process in PEXA.

Visit our PEXA Help Center for assistance linking your Stamp Duty assessment with your PEXA workspace here.

What are complex assessments?: A duties transaction, lodged with the SRO, containing supporting documents that requires manual examination is considered complex.

What are simple/non-complex assessments?: Simple/non-complex assessments are those that do not require manual examination. The vast majority (approximately 90%) of duties transactions are completed instantaneously via DOL.

What happens if I do not lodge a complex assessment with the SRO 30 calendar days before settlement?: Your settlement will be pushed back automatically to meet the 30 day requirement.

Where will I see the settlement date returned by SRO?: The settlement date returned by the SRO will be viewable on your Workspace’s Stamp Duty screen.

Will the settlement date provided by the SRO populate automatically into my PEXA Workspace?: - The SRO will only move the settlement date if the initial date is set within 30 days of submitting the assessment. If the settlement date is greater than 30 days, the date will remain as is.

- If you do not have a settlement date applied to your Workspace, you must then input the settlement date provided by the SRO as normal. The settlement date provided by the SRO is viewable on your Workspace’s Stamp Duty screen.

Can I manually change the settlement date submitted by SRO?

The PEXA platform will not allow you to manually change the settlement date provided by the SRO. However, if for some reason the transaction rolls-over and does not settle on the predetermined date, there is a grace period of three business days. If the transaction does not settle within these three business days, a new assessment will be required, and an additional 30 calendar days will be added to the transaction.

If you want to settle on an earlier date than the one provided by the SRO you will need to request an escalation (see "What is the process for escalating a complex assessment?"). For an escalated assessment you can chose a date between the new earliest settlement date and the settlement date used when you submitted the assessment.

Whose responsibility is it to manage the duty assessment?

One Participant will take responsibility of the assessment i.e. a Participant representing one or more incoming (purchaser) parties in the Workspace.

In the case of an on-sale workspace (where there are multiple transfers in the same lodgement case) the final purchaser is responsible for submitting the lodgement case assessment in DOL, which includes all transfers in the workspace. Please note the final purchaser will require the Digital Duty Form ID for each transfer.

When should I claim a simple/non-complex duties with the SRO?: We recommend lodging/claiming with the SRO 30 calendar days prior to settlement whether it’s a simple/non-complex or complex assessment to avoid any possibility of settlement date shifting beyond the intended settlement date.

When should I submit complex lodgements with the SRO?: You must submit all complex lodgements with the SRO at least 30 calendar days prior to settlement to avoid any possibility of settlement date shifting beyond the intended settlement date.

What is the process for escalating a complex assessment?: In DOL, select ‘Urgent assessment request’ from the drop-down list of supporting documents when lodging and provide:
• Reason for an urgent assessment.
• Settlement date.
• Submission/covering letter as to the duty/exemption claimed.
• All relevant supporting documents as per the Evidentiary Requirements Manual.

What does the complex assessment process look like it PEXA?: Visit this step-by-step guide for more information.

VIC - Settlement - Adjustments and Payments - Statement of Settlement

angeled — Wed, 01 May 2019 07:07:30 GMT

I believe your statement of settlement should read as follows if you want to pull the purchase price figure from the transfer of land:

Purchaser Price (incl. GST) [instead of excl. GST]

Less Deposit Paid

Balance of Purchase Price

Plus Adjustments

Plus GST on adjustments [instead of Plus GST]

Your statement of settlement doesn't work as the Purchase Price (excl. GST) is pulled from the Transfer of Land gross consideration amount and that amount is always inclusive of GST.

Document status

ClareEichmann — Wed, 01 May 2019 05:32:48 GMT

Just a thought - it would be fantastic to have a notification to the MOT and IM roles when documents are ready to sign. This would save time for all involved, as the MOT and IM roles would no longer need to contact the solicitor to ask if our documents are in "prepared" status.

Manage Financial Accounts Screen - Frequently Used Accounts

RyanC — Tue, 23 Apr 2019 02:27:48 GMT

I think it would display better if the frequently used accounts were shown on a different screen/tab to that of the office accounts (trust acc, fee paying acc etc). I think it would also be useful for Subscriber Users & Subscriber Administrators to have access to the frequently used accounts that are saved. With the right permissions, these user types are already able to create and save these accounts from within workspaces, but then are not able to maintain them once saved.

BPAY Receipts

CathyN1 — Tue, 16 Apr 2019 01:47:00 GMT

I've had previous issues with double payments to Council and Water, whereas when we call up Council after settlement request for a refund as payment made via BPAY, they ask for a BPAY reference/receipt number.

I have advised that its conducted via PEXA Work Space, and seems there are no payment receipts, they were reluctant to assist the refund.

Is there a tab for BPAY receipts on the Work space? Or are we able to create one?

Thank you!

Uploaded files

VanessaTait — Fri, 12 Apr 2019 05:49:32 GMT

It would be a really good idea if when you upload files in the workspace to a particular party (mainly banks or their solicitors) but also to otherside that there was some indication when those files had been opened and been seen by the party that they have been shared with.

It seems that more and more people are now uploading clearance certificates and land tax certificates and even settlement figures in the workspace but then they are not noticed.

Also good on the side of banks so we can see if they have actually seen the documents that have been uploaded.

Thanks

Vanessa

Bank's View of Transmission Applications on the PEXA platform

F047196 — Wed, 10 Apr 2019 07:43:56 GMT

Hi, the Bank's view of the Transmission Applications submitted in PEXA do not show the 'capacity' of the application, i.e. Executor or Beneficiary and we are constantly requesting a screenshot or the application be sent through to our office prior to providing our Consent.
Is it possible to update the Bank's view on the PEXA platform to display the 'capacity' to remove the need for this rework?

Many thanks.

Lease - termination date

anjavanderweerd — Wed, 10 Apr 2019 07:10:49 GMT

At present you it seems you need to manually enter the Termination date or use the calendar for the lease. Could this date be calculated automatically based on the information entered in the Years/Months/Dates and Commencement Date fields. It would be helpful for this to automatically populate because often people get this wrong. Is this something that could be considered as part of future development?

LTO Timings

Shilpa — Wed, 03 Apr 2019 01:10:04 GMT

There used to be a table on the service charter which showed the timings for Titles Office for different states. It seems to have been taken out.

It would be handy if we could have it somewhere on the community for reference.

Invitations - Why can't we Toggle between Views and Filtered Results?

SimonWallace — Tue, 26 Mar 2019 03:32:22 GMT

We have all notifications sent to the same (national) subscriber address, so we need to filter for jurusdiction, and sometimes for matter numbers.

It'd be so helpful to be able to check each one (View) then be able to return/ cancel and be returned to the filtered invitations, instead of having to do it all again.

If I have multiple workspaces relating to one Subscriber Reference (file #), I have to View each one then re-enter the reference so as to locate those workspaces.

Surely it wouldn't be too hard to retain recent history so we can just toggle between viewing workspaces and returning to the filtered results

dashboard layout

BytheBay — Sun, 24 Mar 2019 04:24:49 GMT

Whilst i like the change to "property information" into the "notifications" tab .. i would like to see the "settlement notification" moved to the top as this is what is most relevant to me as a user .. to check that i have input the client/agent details for settlement notifications to go out at completion .. as then I can close down the other two tabs that are not as relevant (notification recipients and workspace notifications.

I would also like to see a tab/option on the dashboard links for SHARED FILES (with an 'unread' counter) to more easily access files and to know when they are uploaded without tracking via emails ..

Jurisdiction in Subject line for questions

FionaS — Mon, 18 Mar 2019 04:26:28 GMT

Just wondering if it would be possible to request the jurisdiction to which the question relates put in the subject line (ie. NSW, QLD etc... then the question). I seem to open questions only to see they relate to VIC or QLD etc. and are not relevant to us in NSW.

Just a thought.

Ready to Sign Dashboard - Notification to file owner once the workspace has been signed

RyanC — Mon, 18 Mar 2019 03:49:46 GMT

Is it possible for the system to generate a notification once the workspace has been signed off via the "ready to sign" tab? One of my clients raised this with me. In their office the file owner moves the workspace to "ready to sign", but then has to go back in and manually check if their manager has completed this yet.

Uploading files

1653 — Mon, 04 Mar 2019 01:01:38 GMT

I've had a matter where I was trying to upload some files to the Workspace, but getting an error message with one particular PDF file. The message was totally unhelpful - "400 Bad Request". Searching here didn't reveal anything.

Eventually I fixed it by renaming the file - apparently PEXA doesn't like punctuation marks. The file had an apostrophe and a comma; removing them allowed me to upload the file.

My suggestion is this: either fix this bug, or at the very least document it! I spent 10 minutes trying to work out why I couldn't upload a file.

Positive TAC for activity prior to work space creation

MarcusLiley — Wed, 27 Feb 2019 04:59:35 GMT

I've just learnt (the hard way) that PEXA does not notify subscribers if a positive TAC identifies activity prior to the date work space (WS) was created.

This is despite the fact that Service Charter states:

PEXA will promptly provide a notification to the Subscriber if the Title Activity Check indicates activity on the Land Title Reference. Notification will include details of the document type and dealing number of any new activity on the Land Title Reference.

PEXA Support advised that a Title Search should identify activity prior to WS creation.

However, if I order search of Title today, don't open a WS for a fortnight & the first TAC identifies activity in that fortnight PEXA will not provide notification.

Am I therefore expected to search Title immediately prior to opening a WS?

PEXA - your Service Charter says you will notify subscriber if a TAC identifies activity. Please honour your agreement & provide notification (even if the activity is prior to date WS was created)!

Payment of Stamp Duty in Qld

Raelene_McD — Tue, 19 Feb 2019 06:28:08 GMT

Will there be any discussions with the Office of State Revenue to set up the payments for stamp duty to be programmed similar to that of the title registration fees?

The current work around with inputting the Bpay details for the OSR is fine but it would be ideal knowing that the payment is automatic and can’t be missed. It is really important when choosing to pay via Bpay that you select the correct option in stamping to create the payment, namely, “Received by the self assessor before electronic lodgement network settlement” rather than “Committed to be paid as part of the electronic lodgement network settlement”.

The wording causes confusion and can potentially lead to forgetting to pay the Transfer Duty which is why it would be much easier if the system automatically created the payment direct to OSR. I have been guilty of selecting the incorrect option and it took some time to understand why the workspace wasn’t balancing. A more streamline option would make the process much easier and more effective.

Completion of a notice of sale in a family law property transfer - NSW

AnnaN — Mon, 25 Feb 2019 00:48:58 GMT

It would be helpful if in a property transfer pursuant to family law court orders it is optional to include the area of the property. This was the case in the days of the paper notice of sale and eNOS. In these types of matters there is no relevance or need to obtain a copy of a deposited plan and having to insert the area in the notice of sale requires a deposited plan which is extra unnecessary expense for a family law matter.

Ready/Ready

Karolidis_and_Co — Fri, 15 Feb 2019 00:15:53 GMT

To celebrate the achievement of workspaces progressing to Ready/Ready - can someone with creative skills add a fireworks or champagne animation? My staff and I feel this would give everyone a kick!

Cheque direction/settlement statement

bcleaver — Thu, 14 Feb 2019 21:41:42 GMT

Hi,

I feel it would be incredibly beneficial if solicitors would upload cheque directions or a settlement statement to the workspace for a purchase. We've had many examples recently whereby the 'Funds required to settle' in the FSS has not been completed, or if it has, it often doesn't match the figures in the destinations tab, which makes it incredibly difficult to have the workspace in a ready status early.

This would also indicate that the customer has been informed of the shortfall amount required, as often we hold authority however there are insufficient funds held in the nominated account. This leads to last minute stress and a negative customer experience.

Statement of Adjustment - Additional Info

HA — Thu, 31 Jan 2019 08:46:39 GMT

The Statement of Adjustment, when downloaded, shows the Payment Directions such as Vendor's Funds and Pexa Fees. These are self-explanatory but when a Destination of "Other" is used and a category description is added such as "Selling Agent's Commission", the Payment Directions on the Statement of Adjustment simply shows "Other" and omits the category description.

It would be extremely beneficial to the recipients of our Statement of Adjustment that the category description (if used) is added to "Other" to make it more useful and transparent as to what the payment direction relates to.

REFINANCE

VanessaCox — Wed, 02 Jan 2019 23:41:53 GMT

Would it be possible for OFI's to include account numbers of the loans being repaid in the Destinations tab so when multiple accounts are being repaid we can ensure we are repaying the correct accounts at settlement as per our special conditions on our loan contract, just a thought

Refinance and third party payments

kirsibenson — Mon, 17 Dec 2018 07:01:32 GMT

I have just had a matter where it was a simple refinance, ie, discharge and new finance. The clients, however, borrowed more money to consolidate debt and wanted to pay out Council rates, water rates and a couple of other bills.

The payment of the rates were a condition of the new loan.

I couldnt make 3rd party payments in PEXA, (PEXA wouldn't let me), without a 'Purchaser subscriber'- which there wasn't as it was a simple refinance.

Any chance we can have the option of creating 3rd party payments, in a refinance?

"View" the Transfer

AnnaN — Mon, 25 Feb 2019 00:52:04 GMT

It would be of assistance if the Transfer could be viewed at any time after its preparation. I've been advised by PEXA that at present, the "view" selection is only available after the stamp duty information has been added to the Workspace. I have been asked on numerous occasions to provide a copy of the Transfer to a loan broker or incoming mortgagee as part of the loan processing and before the mortgagee is active on the Workspace. I am having to select "edit" and print the Transfer that way but it is not in the proper format of a Transfer as it is printing what is visible on the screen. It would be very helpful if the "view" selection is available immediately after preparation of the Transfer.

Banks - Refusing a Client of their legal right to have representation

Jennifer-Vice — Mon, 10 Dec 2018 05:00:01 GMT

After sending off a DA to St George Bank for a refinance which is to occur simultaneously with my client's purchase, I have been refused by both ANZ and St George to be a part of the workspace as I "dont have anything to do with it". I need to link the refinance to the purchase workspace as the purchase is not being held as security and I also need to advise my client of the funds she needs to contribute. In any event, as the DA has our details on it as representation on behalf of the client St George needs to communicate through myself. The fact that they have accepted the ANZ workspace invite when they have not been advised who the client has is refinancing with is obviously a cause for concern. I telephoned PEXA for some assistance and they also told me they can't help me and that conveyancers dont have anything to do with refinances essentially saying that our clients are not entitled to representation for refinances.

I have just replied to PEXA as follows:

"Ive just been told by PEXA support that they could not help me and that my broker would need to advise the mortgagee on their PEXA obligations. I disagree. Brokers do not know how to use PEXA nor do they have anything to do with PEXA.

It appears that its PEXA's responsibility to ensure that all parties to a transaction are complying with their obligations and know how to use it.

I was also told conveyancers do not have anything to do with a refinance and we don’t have to be invited. I don’t believe there has been any change in legislation saying that a registered proprietor is not entitled to representation when refinancing their property. I believe everybody, no matter what the circumstances, are entitled to representation.

Not only is it financial institutions taking away a client’s right to representation, PEXA also believes that there is no issue refusing a person of their right to representation. Somehow seems highly illegal to me, also would void any mortgage documents if challenged.

Might want to rethink your policies and better educate the financial institutions on their responsibilities, also how to use your product and provide them with relevant legislation. Everyone seems to throw about “the privacy law act” but nobody seems to abide by it given they are happy to refinance properties without speaking to their client, accepting a discharge authority from the client’s conveyancer but refusing to allow the conveyancer to be a part of the transaction. My client has not even spoken to her bank, I never advised them that she would be refinancing with ANZ yet they have happily accepted the workspace without any authorisation from the client or her conveyancer.

Very dangerous procedure going on there."

Lets see what they come back with.

Conversion of Paper title to E-title in Victoria

Ruby05 — Wed, 05 Dec 2018 03:41:14 GMT

Will pexa look into change of process in converting paper Ct in VIC. In NSW we can convert paper CT to ect via pexa ( we must have the original ct with the certificate authentication code ) for us convert it to electronic title. Currently we have to complete the application form and send to our agent and would normally take 2-3 business days.

Refinance

EmmaSmith — Wed, 05 Dec 2018 00:47:34 GMT

I have had two workspaces now where the other side have created a refinance within the same workspace. but then on others I have had them in separate work space and then they are a linked financial settlement - is there ONE correct way to do it or is either way ok?

I personally don't like them in the one workspace I like to keep them separate.

I think this needs further discussion or even training.

Lodgement instructions - View Access

Ruby05 — Tue, 04 Dec 2018 01:27:30 GMT

View options for solicitors documents/ lodgement instructions.

Currently the bank do not have access to view solicitors documents in pexa, so when solicitors send us an invite to consent to a transmission or survivorship applications we cannot view the documents in pexa and we have to request for a digital copy or screenshot of the application they prepared in pexa. Some solicitors are not very happy when we asked for this documents( as they have already loaded it on pexa and we have to explain that we don't have view options) . It is a bank requirements to see the copy of the application before we can consent to this request.

Improvement: Banks and OFI will have view options to this documents, this will avoid us going back to solicitors requesting for the document which is already in pexa, improve customer experience and saves time.

Thank you

Files before / after Settlement

trajesh1 — Sun, 02 Dec 2018 08:01:49 GMT

Please note in PEXA Q Manager we can view only 15-20 files at once and not more than that.

We request you to help us with an option to download the entire Q or a CSV file.

Auto - Positive TAC Action

trajesh1 — Sun, 02 Dec 2018 07:54:44 GMT

Hi,

When all parties have signed Documents and Financial Settlement Schedule then if there is a Positive TAC it should automatically be addressed.

The above Idea is because at the last second of settlement though everything is good to go the workspace still rolls out to next slot just because of Positive TAC, It is affecting the customers & unable to settle on time.

Automatically accept settlement date

fgbaxter — Fri, 30 Nov 2018 02:02:27 GMT

A suggestion: when a subscriber is in a workspace in more than one role (e.g. proprietor on Title and incoming proprietor) it would save us time if, when settlement dates are changed you you in one role it is automatically accepted by you in the other role. Or even the ability to opt-in to this e.g. a check box on the changing settlement date/time page. Would save valuable time from having to switch roles.

Financial Settlement Schedule - Surplus Funds

ClareEichmann — Wed, 21 Nov 2018 05:40:35 GMT

Would be amazing to have a button on the financial settlement schedule where banks can confirm if they have authority to accept surplus and if so, account ending in ____.

Settlement Notification - Order on the Agent (uploading PDFs)

Osman_A — Thu, 15 Nov 2018 03:46:49 GMT

We note the current system permits settlement notifications that can be generated and sent automatically once the matter has settled to the Agent.

This may not be sufficient as far as the Agent is concerned as it is not on letterhead and not signed.

Can PEXA create in the system where a PDF letter for Order on the Agent is saved and attached to this notification, which we note is currently available via the File tab BUT cannot be sent automatically once settlement occurs.

We require as part of our special conditions in the contract when acting for a Vendor, for the Order on the Agent to be uploaded to the workspace 24 hours prior to completion to be held by the Vendor's participant in Escrow and our condition stipulates that once we receive an email confirmation from PEXA, that the matter has completed successfully, that this Order on the Agent can be sent without any further authorisation from the purchaser's solicitor.

Clearly we can send this by way of separate email but it would be preferable that this PDF letter can be sent automatically on settlement via PEXA.

Our concern is that the current practice is for the Order on the Agent to be sent to us AFTER settlement and this can create issues where a purchaser may wish to withhold monies if there are issues upon inspecting the property. This is usually dealt with prior to completion but in a PEXA settlement the Order is received after settlement and this is a concern as there is no control over the funds held by the agent by way of the purchaser's authority to release once the matter has settled.

Can PEXA please create this process to occur.

Standalone Discharge Vic

JQ — Mon, 19 Nov 2018 01:34:52 GMT

When submitting an standalone discharge for Victoria via PEXA, you have to manually select issue paper CT in the lodgement instruction's or it automatically remains eCT. My suggestion would be to change this to default issue CT as the title should never remain eCT once mortgages are removed, customers cannot transact on eCT.

Linked Lodgement workspaces

Caz_at_Astills — Thu, 15 Nov 2018 01:32:33 GMT

Acting for a FI I often have linked workspaces for purchase and refi components of my loan. It would be great if you could if there was a hyperlink that could take you directly to the linked workspace eg clicking on the workspace ID would open the linked workspace rather than having to go back to dashboard. Thanks

Confirmation of registration of proprietor

LauraBurke — Mon, 12 Nov 2018 05:17:13 GMT

Having inadvertently issued eCT title instead of paper title, as I usually would have, it appears there is no notification or evidence provided by either Land Vic (as advised over the phone as eCT is not their issue) or PEXA, of the registration of title into our incoming proprietors name, and therefore to provide satisfactory evidence to our client.

PEXA advised to either do a title search (further cost) or use the lodgement advice in PEXA does not show any proprietor name and only has the vol/fol to indicate the property so this is useless as evidence of actual registration to a client.

It would be handy to have notification (such as the email received from DELWP when you nominated paper title to eCT) giving a copy of the title registered in the incoming proprietors name, which we may then pass onto our client. Hope this can be achieved in the near future.

In the meantime, I will have all titles issued paper.

Unread Conversation Count

tmaguire — Tue, 06 Nov 2018 05:07:56 GMT

Unread Conversation Count is not currently visible next to the Unread Conversations heading on the left:

You will now have to enter into the unread conversations by clicking on Unread Conversations (highlighted in green above) to check the count as pictured below:

Financial Institution guidelines when reverting to paper settlement (Discharge of Mortgage)

SCS — Wed, 31 Oct 2018 22:38:49 GMT

It would be appreciated if the financial institutions could provide guidelines of what to do when a Discharge of Mortgage workspace is abandoned and reverts to a paper settlement.

We recently activated a DofM and invited Westpac to join the PEXA workspace. The DoM authority had been uploaded within the workspace. Westpac accepted the workspace, and the history shows that they received the DoM and were actively transacting including preparing the CoRD and DoM. Unfortunately, the Purchasers had to withdraw from the workspace as a linked settlement was not able to be transacted via PEXA. We withdrew from the workspace and sent a message to Westpac advising that the matter had to revert to paper.

When we phoned Westpac a week later to book the manual settlement we were advised that there was nothing in their system to indicate a DofM had been activated. We had to submit the DofM form again manually and start the whole process from scratch without any reduction in processing times. Settlement is due in 2 days and we are still trying to book settlement.

We have since learned from Westpac that the PEXA discharge team and the manual discharge team do not communicate. Once the PEXA settlement falls through that's it. Ignorantly, we had just assumed once a DofM had been activated with the bank then it would be in their system and it would be passed to the alternative processing team. We are uncertain of the other bank's procedures, however, can only assume that it may be similar, in which case we find ourselves in a difficult position if PEXA workspaces are abandoned only days prior to settlement.

An idea would be for an auto-generated email to be sent to the practitioner by the Discharging Mortgagee when a workspace is abandoned advising of the next-step procedures. The email could simply notify whether the file has now been passed to the manual processing team and the practitioner may phone in x amount of days to book settlement, or advise if the practitioner needs to start the process again and please immediately phone x or email x department asap.

Banks - They need to life their game

Jennifer-Vice — Mon, 29 Oct 2018 03:16:21 GMT

PEXA - you are going to have to do something to get the banks to lift their game. They are taking full advantage of the PEXA platform and ruining it for the rest of us. I have never spent so much time on the one file chasing banks as I have with a paper settlement. They are lazy, slack, lack communication, request unnecessary documents and leave everything to the last minute including signing off on the workspace. The majority of settlements are delayed and its costing our client's more money and its us as their representatives more money. They are absolutely hopeless and its becoming unbearable to work with. Something needs to be done because they cannot continue.

Manual

Cameron — Wed, 24 Oct 2018 23:53:27 GMT

Is there a manual covering all aspects of PEXA for Victorian users.

Withdrawing a caveat

MaganBeavis — Wed, 24 Oct 2018 01:46:03 GMT

Can we look at adding "withdraw caveat" to the matter checklist, to avoid any delay after settlement

Incoming or outgoing bank signing FSS

alicegrant — Tue, 23 Oct 2018 05:20:45 GMT

Hi team, I have noticed that if the incoming and outgoing banks are the same bank there is no way of telling whether the incoming or the outgoing bank has signed the FSS.

May I suggest an improvement by for instance adding the role of the bank in the Settlement Statement Signing Status overview?

Thank you.

Regards,

Alice Grant

Allow users to add roles when the workspace is created as Mortgagee on Title

Schofield — Mon, 22 Oct 2018 23:43:21 GMT

When a workspace is created by a user in the Mortgagee on Title role, the user is unable to add themselves as additional roles (e.g. Proprietor on Title).

This is inconvenient as there are instances where a representative will act for both the Mortgagee on Title and other parties. PEXA allows users to add the Mortgagee on Title role if the workspace is set up as Proprietor on Title/Incoming Mortgagee, so I see no reason why the user should not be able to create the workspace as Mortgagee on Title and add the Proprietor on Title/Incoming Mortgagee role(s).

Document Signing Page showing other party's Destination lines

FionaS — Thu, 18 Oct 2018 04:06:52 GMT

We had an issue today where when we were "Authorising funds" from our Trust Account, the "Document Signing" page at the top stated the following:

"These are the destination line items that have been created by your organisation. Please confirm the details are correct and consistent with your instructions before signing."

The problem was only TWO of the items listed were from our Destination lines. The other THREE items listed (CR, WR and Vendor funds) were from the Vendor's Destination lines.

These were NOT created by our organisation (as the Directive at the top of the page asked us to confirm).

Pexa please look into amending this page to accurately reflect only the items created by our firm so we can ensure what we are signing off on is correct.

PS. the Pexa staff member we were dealing with at the end of this matter (as it finally got sorted out) mentioned putting a suggestion here for Pexa to look at.

Thank you.

Sorting Options (QOL Improvement)

Schofield — Tue, 16 Oct 2018 23:00:30 GMT

I've noticed that the order of participants, files, and documents changes randomly when you refresh the page. This isn't a huge concern, but it does cause some annoyance when dealing with matters with a large quantity of participants, files, and/or documents. This annoyance is at its peak when there is a significant number of participants and their position in the list of participants changes randomly and without any clear order.

My suggestion is to allow users to sort by participant/file/document name, land title, upload time, creation time, etc. I think this would be a good quality of life improvement for users dealing with more cumbersome workspaces and would allow for a more consistent experience.

PEXA Fees Reconciliation Statement

AnthonyH — Wed, 10 Oct 2018 03:25:22 GMT

I am aware that Pexa emails a statement / Tax Invoice with fees paid / deducted from office account.

My query is that I am after a monthly reconciliation of all PEXA fees paid / deducted from my office account in the last month (or other specified date period), like a monthly statement containing all fees for all matters rather than a separate matter statement / Tax Invoice for each separate matter - so I don’t miss any fees and can reconcile fees with my monthly bank statement .

With other agencies (eg SRO, LANDATA, etc) I’m able to put in range of dates usually coinciding with bank statements to reconcile the fees with the bank account.

I think this would be an enhancement to PEXA.

Regards,

AnthonyH

PEXA mobile app

Emily_EJS_Law — Fri, 05 Oct 2018 01:32:52 GMT

I have had a few settlements occur at a time when I am not in the office and can't have my laptop open for whatever reason. As such, it would be great to have a PEXA mobile app, where I can keep an eye on settlements happening live and also check the progress of settlements that are coming up, without having to be sitting at a computer.

I understand that I can login to the PEXA on my phone through my internet browser, but the workspaces are not set up for mobile use, it is cumbersome and difficult to see everything.

Property Information - Automatic email(s) added are seen by any party to the Workspace

CraigVL — Tue, 25 Sep 2018 10:51:08 GMT

Firstly, automatic emails are fantastic and I am looking forward to more functionality in the future (especially if we get a document upload feature).

However, I suggest that it may be best that all parties in the Workspace do not see the automatic emails that another party in the Workspace has added.

At present, if I or another person in the Workspace adds an automatic email to be sent upon settlement completion, any party within the Workspace can see this message and the email address of the recipient(s).

It seems that it would be best for the abovementioned information to be private to the respective adding party and not to be seen by the other participant(s) within the Workspace.

Accepting settlement

Bre — Wed, 19 Sep 2018 04:59:36 GMT

Can we please have an easier way to view when parties are ready to settle.

The current process of clicking the action cog and "maintain settlement date" is very convoluted to see who is yet to accept a settlement time and date when it still shows as "pending others".

Acknowledging Positive Title Activity from the Land Titles Screen

LG — Thu, 06 Sep 2018 02:10:41 GMT

Just wondering if it would be possible to click Proceed with Settlement from the Land Titles Screen to acknowledge positive title activity? At the moment we see the warning on the Financial Settlement Summary, click View Activity to be taken back to the Land Titles Screen, then navigate navigate back to the Financial Settlement Screen to accept the activity. It only saves one click but just though I'd ask

Seeing other sides disbursement details

StevenN — Tue, 04 Sep 2018 03:51:25 GMT

It is not unusual on settlement that a sum of money be retained by the purchaser or forwarded afterwards to a third party. In a paper settlement you would view that cheque made out to the third party and obtain an undertaking that it will be paid to the third party after settlement. Sometimes you actually retain an amount as the purchaser pending some work being done. In a recent transaction this was done by disbursing the money back to our trust account after it had been advanced by the bank to our client. The problem was that we could not view which account the disbursement was being made to because it was entered by the vendor. It would be good to be able view that detail. Perhaps if there was an ability for the other party to make the account details available to view online so we can see that the sum is being disbursed back to our trust account. That way we would only be allowed to see the one we were interested in.

I appreciate that we could have redone the settlement figures to reduce the price paid but that looked like it was going to be more complicated.

Confirming Destination References/Details

ShaeSmall — Thu, 30 Aug 2018 06:16:50 GMT

Can I please recommend a feature for when entering destination items which requests the subscriber to enter the reference for BPAY details etc on two separate occasions. If the details are entered correctly on both occasions, it will allow you to save the line item. If the details you entered are incorrect and don't match, it will have you enter the number again until they have been entered correctly twice. This removes the room for error especially with BPAY references that are over 20 characters long. Thank you.

Suggestions for Dashboard usability improvements

LXWill — Wed, 29 Aug 2018 00:57:45 GMT

Here's a few suggestions for improved usability to the Dashboard view. Apologies if these have been mentioned elsewhere.

Persistent Workspace sort order

This should have been a no-brainer, but why isn't the workspace sort order persistent over a session, or even permanently persist per user?

For example, I may want to sort my workspaces by settlement date by clicking the heading, but if I go into any workspace and come back out to the dashboard, the workspace order defaults back to 'most recently used'. Similarly, I may want to just sort by workspace reference or some other column at different times.

The sort order should persist so that if I'm going in and out of multiple workspaces, I shouldn't have to waste clicks to re-sort, and possible go to other pages just to go to a workspace that was previously the next line down.

Using MRU as the default sort order may be an acceptable compromise to begin with, but we should at least have the choice to customise the view to make it more efficient for whatever we are doing without it defaulting back every time.

On a side note, there also appears to be a glitch in this system as I went through about two dozen workspaces the other day and the MRU was all over the place, not necessarily appearing at the top of the list, but somewhere down the middle. I'm happy to discuss this somewhere else.

Customisable columns

I realise this request has been made before, and been rejected on the basis of trying to keep the interface relatively uncluttered. However, again it should really be a customisable option. For example, those practitioners who would practice exclusively in a single jurisdiction may find that particular column redundant. This may open up space for other columns such as 'workgroup', 'other side', 'incoming mortgagee/mortgagee on title', etc., which may be more useful. I'm sure others will come up with requests for other possible columns.

If the objective is to avoid information overload, it may be an option to limit the number of columns that can be used at any one time, with possibly the capability to dynamically resize certain columns, such as 'subscriber reference', to reduce unnecessary whitespace.

Viewing more workspaces

This is an option in Projects, so it shouldn't be so hard to implement in Core.

Having a dropdown box or even just simple links at the bottom of the page to change how many workspaces can be seen in the list at once would be remarkably helpful, and reduce the amount of page flipping to find workspaces. Basic '10, 20, 40, 100, All' options would be a good start.

Also, where there is pagination of the workspaces list, it may be more useful to show the actual number of pages rather than bury it under an ellipsis, as it makes navigating to pages unnecessarily complicated. It might also be worthwhile moving or duplicating this control to the top of the list, where the 'clear filters' button currently lives, and either moving that button somewhere else, or otherwise hiding it until there is actually a filter being applied.

Look forward to seeing these in the next release!

Imagine if we could help each other...

DMc — Fri, 24 Aug 2018 09:09:22 GMT

I have recently received some questions posed by a brave lender towards assisting everyone achieving our mutual customer most important Settlement from my Conveyancing practitioner point of view...

"The main points we'd like to work on are:

FSS and total funds required to balance the W/space:

Question: How would the industry feel about Banks being responsible solely for their loan amounts in the workspace.

- ie payout figure and loan proceeds input into the W/space and the conveyancers being accountable to manage surplus/shortfall.

This would mean that any changes on the day would not need the Banks re confirm funds when they change and reduce settlement movements.

Answer:

Question: What are the reasons for funds changing on the day of settlement?

Answer:

Having final figures even the day before would assist in reducing rollovers and settlement changes due to above examples where Banks need to re confirm funds.

Conversations:

Conversations are a hot topic at all industry forums around response times. The current guideline states that the use of high importance should be for day of or next day settlement matters. We attempt to answer as many as possible when they are due however at present over 70% are flagged as urgent and less than 6% relate to settlements in the next two days.

Question: Are conversations still being used to request action and have the tick boxes in PEXA assisted at all?

Answer:

Invitations

Invites being sent under guidelines timeframes ie under 10 days. The later the invite is received the less time we have to prep for settlement and prepare workspaces eg: indicative figures and verification of docs etc.

Question: When do you send invitations and why.

Answer:

Question: What are reasons why they are sent late i.e. closer than 10 days prior to settlement

Answer:

If you have other issues and questions you would like to raise with NAB – feel free to take this opportunity of putting forward your questions and what you do or don’t like, what you may like to suggest to improve the process. We don’t want specific workspace problems as such – just general issues/queries you might like to raise with NAB."

File Upload - Option as to when file is shared

SaraAldren — Tue, 14 Aug 2018 22:34:25 GMT

Is it possible to have an option when placing an uploaded file into PEXA as to when it is shared with the other party/ies. For example, if you upload the Order on the Agent on the day before settlement you don't really want it to be shared with the Vendor's Representative until settlement has been effected. Thank you.

INVITATIONS

LynMac — Tue, 14 Aug 2018 05:40:33 GMT

Is there anyway we can see a list of invitations sent but not responded to? Is there a possibility of being able to send a reminder invitation, even automatically after the transfer guidelines time has elapsed. It gets frustrating when you are continuing to complete work in the workspace and the other side hasn't accepted the invite.

Or if you have sent an invite and it hasnt been accepted, that you receive a reminder email stating your invite has not been accepted or declined by the recipient so we can follow up. It would be good if you could also click on the below and then send a reminder? You cant sent a conversation until they have accepted the invite.

1 Outstanding Workspace Invitation(s)

Sent 12 days ago

Thank you

Trailing workspaces

TraceyK — Tue, 14 Aug 2018 02:51:28 GMT

It would be good to have a search function when looking for a trailing workspace. Currently we have to scroll through all matters to locate. The more matters in the system, the more matters we have to scroll through!

Making notes on a PEXA Invitation prior to accepting

MichelleWhite — Mon, 06 Aug 2018 11:16:31 GMT

Hi there, it would be handy if there was the ability to make notes in the Invitations section of PEXA before the invite is accepted, ie awaiting finance approval, matter unconditional.

It would also be handy if notes could be made in actual workspaces to save additional task dates in our software/outlook and going back and forward between PEXA and the conveyancing file. Such as DOLine completed - verify stamp duty, loan number received, etc

Discharge of Mortgages and the ability to select the titles you wish to discharge the mortgage on

helenj — Wed, 01 Aug 2018 23:42:32 GMT

I have a matter where 2 mortgages (M1 & M2) are registered on 2 titles (CT1 & CT2) and I need to discharge M1 on CT1 only and discharge M2 on CT1 & CT2. These are NSW mortgages.

When preparing the Discharge of Mortgages in PEXA is there a way to actual select the CTs you wish to discharge the mortgage as above in one workspace.

Matters assigned to that user

Karla — Thu, 26 Jul 2018 06:38:46 GMT

Hi,

I understand we all have logins for privacy reasons, but I don't need to see other secretaries workspaces when I login under my name.

It would be great if we could only see the workspaces that are our matters.

For instance, the workspace reference - I am using my initials and file number and I know I can filter these, but once I refresh, the filter goes away.

Can it be permanently set so all I see when I log in as me, is my matters?

Thanks

Productions/Consents flag?

LG — Tue, 24 Jul 2018 23:08:23 GMT

I was wondering if there could be a flag for matters where we are inviting a party just to consent/nominate the title? At the moment a few of our production invites go through to our discharges team, particularly in WA.