All Frequently Asked Questions posts

Re: PEXA Projects | FAQs

kbalaba — Wed, 19 Aug 2020 05:59:42 GMT

If there a way to download the complete project data?

Re: FAQ | Joining an existing Workspace

Beck — Tue, 14 Apr 2020 01:31:54 GMT

Hi Peter ,

Thank you for your feedback, it's really important to us as it helps us with continuously making improvements that will benefit our members.

We have taken your request and put this onto our list of improvements. As you can imagine, we do have quite a list but it will be prioritised, so we thank you for your patience.

Kind regards,

Beck

Re: FAQ | Joining an existing Workspace

LawyersConveyancing — Sun, 05 Apr 2020 04:17:16 GMT

HI Everyone,

I would like mortgagees, both incoming and outgoing, given the ability to join an existing workspace.

It is so often the case that we don't know who the client will by borrowing from, or who will be representing the mortgagee in the PEXA workspace, and so it makes sense that I should be able to advise my client of the workspace details, and have my client pass these details on to the mortgagee or mortgagee representative.

This would certainly cut down on the communications and miscommunications with mortgage brokers, the law firms representing mortgagees and the mortgagees themselves.

Peter Mericka

Lawyers Conveyancing

Re: How do second mortgages work in PEXA?

markcurtis88 — Thu, 02 Apr 2020 01:09:59 GMT

Hi Brett and team
Hope you are all keeping well.
Please confirm if we wish to lodge a second mortgage can our client bank also lodge in PEXA a Form 30 to change the mortgage Priority or does this have to be lodged at LTO with paper and accompanying the second mortgage?
Cheers

Mark Curtis @ Corrs

Re: FAQ | New macOS Catalina

NicoleAghabi — Wed, 04 Mar 2020 07:10:53 GMT

Hi Heather,

I've been invited to be part of that beta version simply so I can have access. I have not received it.

Could you please have someone provide me access as this is really disrupting my work.

Re: FAQ | New macOS Catalina

HeatherC — Tue, 28 Jan 2020 09:42:00 GMT

Hi ,

We're coming to the end of a pilot, and are just waiting for some feedback to come through about the signing experience. We're very close to providing a more material update, but I'll send you some info via private message now.

Heather

Re: FAQ | New macOS Catalina

NicoleAghabi — Tue, 28 Jan 2020 05:37:12 GMT

Hi ,

Any update since Nov-19?

I'm now having issues with my computer and Apple need me to update to latest version. But only because of PEXA, I can't.

Can you please get IT to prioritise this as it is now extremely disruptive to my business.

Re: FAQ | New macOS Catalina

gkonstan — Tue, 17 Dec 2019 09:54:43 GMT

hello,

Im running Catalina and have been able to set up windows 10 with Parallels 15 (virtual machine) and sign off without issues.

Looking forward to updated software for Catalina though!

George

Re: FAQ | New macOS Catalina

HeatherC — Tue, 12 Nov 2019 10:15:22 GMT

Hi ,

I'm afraid we don't have an update at the moment, but hope to have some news to share soon.

Heather

Re: FAQ | New macOS Catalina

NicoleAghabi — Mon, 11 Nov 2019 23:43:01 GMT

Is there an update to this? The update came out a while ago now and I would like to obtain use of the updated OS on all my systems please.

Re: FAQ | New macOS Catalina

JulieKhoo — Thu, 10 Oct 2019 23:43:43 GMT

Hi ,

The list is quite extensive and focuses on a company's IT security posture, including access management, vulnerability and patch management, different controls in place and more. I'll be happy to PM you the criteria.

Thanks!

Julie

Re: Ask us Anything | Transfer Guidelines G11 and G17

DMc — Thu, 10 Oct 2019 13:31:50 GMT

Perhaps you could advise the requirements for soft key...?

Re: FAQ | New macOS Catalina

DMc — Thu, 10 Oct 2019 03:51:35 GMT

Would you mind expanding on the requirements and specifications, please?

Re: FAQ | New macOS Catalina

JulieKhoo — Thu, 10 Oct 2019 02:28:26 GMT

hi ,

Yes, while soft certificates may be an option, Subscribers will need to satisfy certain criteria (focused on the maintenance of a satisfactory IT security posture) in order to qualify to use them. Anyone wishing to commence this process should reach out to their account manager or PEXA Support.

Thanks!

Julie

Re: FAQ | New macOS Catalina

DMc — Wed, 09 Oct 2019 03:44:09 GMT

Would a 'Soft Token' work in this situation?

What are the specs of Soft Token?

FAQ | New macOS Catalina

JulieKhoo — Mon, 07 Oct 2019 21:54:45 GMT

Hi Community,

This message is for Subscribers who sign in PEXA using a Mac computer.

Apple has released its newest Mac operating system, Catalina and while macOS Catalina is the most up-to-date software, the changes implemented by Apple affect how this operating system interacts with smartcards or USB tokens containing digital certificates.

PEXA together with its vendor have performed several tests which identified that those who sign with a Mac computer will not be able to do so if they upgrade to macOS Catalina.

To ensure that your PEXA experience is not impacted, we suggest that you defer updating to the macOS Catalina. Signing on the previous macOS versions such as ‘Mojave' continues to work and the operating system will remain under support by Apple for the foreseeable future. Note that it remains important to apply any issued security patches for your version of MacOS.

Alternatively, if you have access to a Windows computer you can use it to sign in PEXA as well. See https://www.pexa.com.au/digicert for instructions to install the necessary software.

Below, please find a list of frequently asked questions on the matter. Can’t find the information you’re looking for? Reply to this post and we’ll get back to you as soon as possible.

WIll deferring put me at risk of not adhering to pexa's subscriber security policy: MacOS Mojave is still supported by Apple, and using it will not breach any system requirements. Deferring upgrade to Catalina does not restrict the updating of security patches. It is important that your security patches are up to date and that you are using supported operating software.

I have updated my macOS to Catalina, and I’m now unable to sign, what should I do now?

You may use an alternative computer (Windows or one that is not updated to macOS Catalina) to sign. Note that you may need to install the digital certificate software, found here.

As an option, you may also check with Apple if you are able to downgrade to the prior macOS Mojave. Your ability to downgrade, could be subject to having backed up your system prior to the upgrade, and unfortunately, we are not able to provide you any guidance on this. We recommend contacting Apple or your IT support on this matter.

Can I still access PEXA if I’ve updated to macOS Catalina?: Yes, you will still be able to access PEXA but you will not be able to sign.

Is PEXA the only application affected by this?: No, the changes Apple has implemented with the macOS Catalina impacts the way it reads signing tokens (otherwise referred to as smart cards) in general and impacts other applications that use digital certificates.

When will there be a resolution to this?: PEXA is currently working on a resolution with our supplier, and we are not able to confirm if or when a resolution will be found.

As I am now not able to sign, can I give my digital certificate and PIN to my colleague?: No, according to the e-Conveyancing legal framework, MPR 7.1, sharing of digital certificates is prohibited. A digital certificate is equivalent to a wet signature and using someone else’s is akin to forging a signature.

Five quick Digital Certificate tips

Jarrod_McAleese — Mon, 30 Dec 2019 00:07:24 GMT

Digital Certificates enable you to securely sign documents electronically on behalf of your clients, as well as authorise a number of key actions within PEXA. There’s a number of helpful resources on Community to assist you with maintaining and using your Digital Certificate – from these, we’ve put together our top five quick tips below.

Take care of your Digital Certificate

Digital Certificates are essential to facilitating electronic settlements on behalf of your clients – so please handle them with care! We request that you are particularly mindful of protecting the physical casing containing the Digital Certificate. Digital Certificates are not designed to co-exist on personal key rings and are meant to be kept in a secure location. All PEXA Digital Certificates are sourced from a third-party vendor and in case of a broken unit or its casing, the Subscriber will be responsible for the cost of a replacement token or case.

If restructuring your business, new Digital Certificates may be required

If your business is changing its legal entity, it’s important to note that you’ll need to re-register with PEXA. This process includes ordering fresh Digital Certificates in line with your new legal entity, as the tokens associated with your previous legal entity will not be able to be used to sign documents.

Ensure the details for your Digital Certificate are correct

Your name in PEXA must be identical to the name that is hard coded on your Digital Certificate. This includes the inclusion or exclusion of middle names, and names that do not match your legal name, such as the shortening of names – ie, Sam Vs. Samuel. Further to this, your email address in PEXA must be identical to the email address that is hard coded on your digital certificate, including the inclusion or exclusion of dots in between words.

You can change your name in PEXA if it is incorrect (ie. middle name included in PEXA but no middle name on Digital Certificate), however in order to change your name or email address on your Digital Certificate if ordered incorrectly, you must re-order the USB as changes cannot be made to the hard coding.

You must not share your Digital Certificate

The rules around sharing your digital certificate are designed to protect the integrity of the network, and the integrity of your signature. PEXA, the e-Conveyancing regulator ARNECC and jurisdictional land registries take this issue very seriously, just as your business would when dealing with a wet signature on paper documents. To this end, it is your organisation’s responsibility to verify the identity of any digital certificate users or recipients.

If you already hold a PEXA Digital Certificate and would like to purchase an additional PEXA Digital Certificate(s), you should complete this form.

You can renew your Digital Certificate via PEXA Plus

Digital certificates will expire after three years and must be renewed. Subscriber Managers/Administrators with an active Digital Certificate can renew Digital Certificates. Subscriber Managers/Administrators should access PEXA plus to view and action any upcoming expiries. We recommend you use Google Chrome for optimum performance. On submitting the renewal form, the Subscriber Manager/Administrator will be prompted to sign using their Digital Certificate. If you are not a Subscriber Manager/Administrator and have been informed that your Digital Certificate is expiring, you should get in touch with your Subscriber Manager/Administrator to submit a renewal form on your behalf.

Re: How do second mortgages work in PEXA?

TWoodland — Wed, 18 Sep 2019 02:45:53 GMT

Hi ,

Thanks for your response. Not to worry, the 1st mortgagee has amended their nomination document and everything seems to be working now!

Thanks!

Re: How do second mortgages work in PEXA?

BGoodwin — Wed, 18 Sep 2019 01:37:53 GMT

I gather you're talking about a Victorian matter. Sounds OK so far. Has the Nomination been lodged? Is there an error coming up in relation to your lodgement instructions?

Baz...

Re: How do second mortgages work in PEXA?

TWoodland — Wed, 18 Sep 2019 00:55:22 GMT

Hi all,
I've encountered a similar situation to BGoodwin.

Attempting to discharge our 2nd mortgage
1st mortgagee invited to workspace as CT Controller, they've signed lodgement instructions & nomination
We have now successfully signed our discharge of mortgage
We're unable to sign our lodgement instructions, it doesn't allow us to transfer eCT to the 1st mortgagee.

Any ideas?

Thanks!

FAQ | Joining an existing Workspace

JulieKhoo — Thu, 25 Jul 2019 23:22:40 GMT

Hi Community,

As part of PEXA’s Release 10.1.0, users in the role of IP and POT will now have the ability to join an existing Workspace. Below are frequently asked questions about this new functionality.

Can’t find the information you’re looking for? Reply to this post and we’ll get back to you as soon as possible.

Who can join a Workspace?: Only an Incoming Proprietor or a Proprietor on Title can join a Workspace. This functionality is not available for any other roles, for example, Incoming Caveators, Incoming Mortgagees, Mortgagees on Title.

What steps does a joining Subscriber need to go through before accessing the Workspace?

If a Workspace has already been opened, and the Subscriber is in the role of Incoming Proprietor or Proprietor on Title, they will see the Existing Workspace pop up screen (formally the Duplicate Land Title pop up screen) and now have the option to join. The Subscriber will then have to tick a checkbox to confirm that they are authorised to represent the said party.

If an invitation has already been sent to the Subscriber, they will only see a ‘View Invitation’ option on the Existing Workspace pop up screen.

What happens when a Subscriber joins a Workspace?: Existing participants in the Workspace will be alerted with a banner across the Workspace Summary screen with details of the joining party. They will also receive an email notification.

What happens if a Subscriber joins the wrong Workspace?: The Subscriber will be responsible for removing themselves from the Workspace. The existing Subscribers in the Workspace may request that the party who erroneously joined to remove themselves. Failing which, as they do today, existing Subscribers in the Workspace will need to escalate the matter to PEXA Support.

What happens when a party remains in the Workspace despite requests to leave?

Once the matter is escalated to PEXA Support, PEXA will then request the party remove themselves from the Workspace, or face the possibility of suspension.

Note that the Participation Agreement has been updated to include the obligation for Subscribers to join Workspaces only if they have the authorisation to represent a said party to the transaction. Persistent failure to comply could be met with suspension.

Can Subscribers remove a Subscriber who has incorrectly joined the Workspace?: No. The Subscriber that has erroneously joined the Workspace will be responsible for removing themselves.

What is the Participation Agreement amendment and when did PEXA communicate the change?

The following changes were incorporated in the Participation Agreement in May. The revised agreement was shared with all Subscribers via the May Clicks and Mortar newsletter (and direct by email for those who have unsubscribed to the newsletter)

Inclusion below:

4.1 (f): to only enter an Electronic Workspace where the Subscriber is authorised to represent party to a Conveyancing Transaction involving the Land Title Reference, the subject of the Electronic Workspace;

What can a Subscriber see when they join the Workspace?: Subscribers will be able to see title details, which is available in a title search. As per today, when Subscribers join a Workspace upon acceptance of an invitation, they will be able to see any information, if already entered that a Subscriber in that role would be able to view.

Re: How do second mortgages work in PEXA?

BGoodwin — Mon, 24 Jun 2019 01:13:32 GMT

We have two Victorian matters where we hold first mortgage and there is a second mortgage. In both matters we wish to discharge the first mortgage. In the lodgement instructions we cannot direct the eCT control to the 2nd Mortgagee. We tried lodging a Nomination saying we don't want eCT control after the transaction, however we still need to complete issuing instructions (and the 2nd Mortgagee is not one of the choices).

Are we missing something here?

Baz.....

Re: How do second mortgages work in PEXA?

DMc — Sun, 09 Jun 2019 14:55:56 GMT

For WA take a gander at https://www0.landgate.wa.gov.au/for-individuals/Land-Transactions-toolkit/land-titles-registration-policy-and-procedure-guides/practice-manual/land-ownership,-land-titles-and-landgate/cot-02-duplicate-title

Re: PEXA Projects | FAQs

DMc — Fri, 29 Mar 2019 07:33:56 GMT

Perhaps a link to How To use PEXA Projects webinar here would help.

Re: Inactive users | FAQs

Marty — Tue, 05 Mar 2019 23:59:58 GMT

Hi ,

Thanks for the feedback. You'll be pleased to hear we are making this exact change in the next PEXA release. From the 8th April (Release 9.1.2) the User Report will contain a 'Last Active' column to help you identify inactive users within your organisation. I'd recommend using the CSV option so you can easily sort all your user records by this new piece of data.

R9.1.2 Release Notes

Thanks,

Marty

Re: Inactive users | FAQs

TonyaDixon — Tue, 05 Mar 2019 03:19:04 GMT

Hi PEXA - enhancement suggestion

Regarding inactive users and our subscriber manager obligations it would be really useful that as Subscriber Managers (for large firms) if we ran the PEXA User Report (see the second attachment) that the report contained an additional column which showed the date of the last log in. Unless I'm missing something there is no other way to actually see if users are logging in.

Thank you

FAQs - New User Activation

Aoife — Tue, 19 Mar 2019 05:04:04 GMT

Hi Community,

As part of PEXA’s ongoing security initiatives, we have simplified and enhanced the new user activation process.

Previously, new users were activated via a partially manual authorisation process, which could take up to two days to complete. From 4 March 2019, this process will be replaced and subscribers can activate new users with a digital signature.

Below are frequently asked questions about this new process. If your question isn’t listed below, please comment beneath.

Who can create a new user?: Any Subscriber Manager or Subscriber Administrator with a digital certificate can create a user – no additional form of signing permission is required. When a new user is created, they will remain in a status of ‘Pending’ until activated.

Who can activate a newly created user in the status of ‘Pending’?: New users can only be activated by Subscriber Managers or Subscriber Administrators with a valid digital certificate.

Do I need a special user permission to activate a user that has a status of ‘Pending’?: No. As long as you are a Subscriber Manager or Subscriber Administrator with a valid digital certificate you can activate a user.

Why has this change been implemented?: To enhance the PEXA Subscriber’s security when creating a new user. It will also:
• Simplify and enhance the new user activation process
• Greatly improve the efficiency and time to activate a new user
• Provide visibility around who created and who activated the user

Who will experience this change?: All PEXA Subscribers.

Can I activate multiple users at once?

Yes. From the Manage Users view, you will be able to select multiple users that have a status of ‘Pending’. Then activate these together.

See step-by-step guide here.

Will I be able to see the user in the Manage Users view?: Yes, you will be able to see users that have a status of ‘Pending’ in the view. You will also be able to see who created the user and the date created.

How do I create a new user?

From the Manage Users view, you have an option to select Create New User, fill in the required details and then select Save and Close. At this point the user has been created.

See step-by-step guide here.

Can I create and activate a user at the same time?: Yes. From the Manage Users view, you have an option to select Create New User, fill in the required details and then select Save and Activate. At this point the user has been created.

Can I edit my own user profile with my digital certificate?: No, you can’t make changes to the permissions of your own user profile.

Will I be able to see activated users?: Yes, you will be able to see users that have a status of ‘Active’ in the view. You will also be able to see who activated the user and the date activated.

Will new PEXA users be notified?: Yes. New users will receive two notifications:
1. The first notification will advise them that they have been created as a PEXA user and are in a status of ‘Pending’.
2. The second notification will advise them that they have been activated as a PEXA user and can now use the platform.

Re: Introducing PEXA Plus

DMc — Tue, 19 Feb 2019 01:33:25 GMT

Thanks for looking at this issue . Still happening on my end. As mentioned above the Portable edition versions above available for specific edition testing purposes if you're interested... Please let me know if you need anything else.

Re: Introducing PEXA Plus

EmilyHua — Tue, 19 Feb 2019 00:48:18 GMT

Hi - our development have had a look into this - the Waterfox browser currently isn't included in our Browzerstack (which tests PEXA Plus against various versions of the most common browsers, and on the most common operating systems). Hence, further investigations are required to understand exactly what is causing the display issues. Is it still occurring on your end?

Thanks

Emily

Re: Introducing PEXA Plus

DMc — Thu, 07 Feb 2019 05:48:27 GMT

Some trouble shooting information for the development team.

I was able to get PEXA Plus to display properly in Waterfox 55.2.2 Portable Edition, but it fails in PAF version since...

PEXA Plus Displays properly in WaterFox version 55.2.2 Portable (PAF) edition Proper layout fails in WF PAF version 56.0 and above...

but NOT work in any Waterfox portable version since...

Just in case the release notes help ID anything... https://blog.waterfoxproject.org/blog/waterfox-56.2.0-release-download

Re: Introducing PEXA Plus

EmilyHua — Mon, 04 Feb 2019 04:23:29 GMT

Certainly does sound strange. I'll check in with our development team to understand if they are any aware of any issues. Thanks

Re: Introducing PEXA Plus

DMc — Mon, 04 Feb 2019 05:55:25 GMT

Thanks

Hadn’t switched any off, but since tried turning them all off, and on one by one…

Since it only impacts Waterfox, completed the usual Cache clear etc… additionally have disabled, and even removed add-ons, not even safe mode gets it displaying properly…

Done remove, reboot and reinstall, even powerwash, all to no avail.

Considering a system restore, but really want to avoid that... that why I asked if any code changes.

Started happening 2-3 weeks ago.

It looks like it is trying to be mobile responsive...

Re: Introducing PEXA Plus

EmilyHua — Mon, 04 Feb 2019 03:40:56 GMT

Hi ,

Thanks for your note. Have you switched off any widgets via the customised summary drawer?

The only modification we have completed recently is on the "My Workspaces" widget where we added the pie chart back. If you could confirm, that would be great either via here or with an email to Pexaplussupport@pexa.com.au.

Thanks,

Emily

Re: Introducing PEXA Plus

DMc — Mon, 04 Feb 2019 03:14:17 GMT

Been loving the PEXA Plus dashboard simple Summary overview, Today's Settlements, Announcements, Upcoming calendar etc.

Even better, been running fantastically in Waterfox (used due to is out of the box privacy and extensions support) until recently.

Just wondering if there were any recent PEXA Plus dashboard changes, (perhaps responsive modifications) as now my PEXA Plus displays like this....

Anyone else see this? found a fix?

Inactive users | FAQs

Jarrod_McAleese — Mon, 15 Apr 2019 03:21:35 GMT

Hi Community,

We recommend regularly reviewing your PEXA account and ensuring user access is up-to-date. We've provided answers to frequently asked questions on 'inactive users' below.

What is an inactive user?: An inactive PEXA user is defined as ‘a PEXA user who has not logged into PEXA over the past 100 days.'

What will happen if a PEXA user becomes inactive?

If a user does not login for a period of over 100 days, their access to PEXA will be suspended. Note that this is not a permanent suspension and Subscriber Managers can reactivate access via the 'Manage Users' section on the PEXA platform. To find out how to manage users, follow our guide on Community.

Why is it important to manage inactive users and PEXA user access?

It’s important that only users who need to utilise PEXA have access to the platform. If an employee has left your organisation, access to their PEXA account should be removed to prevent unwarranted access to the PEXA System.

Rule 7.3 of the Model Participation Rules requires that Subscribers keep user profiles up-to-date. In addition, paragraph 4.5.2 of PEXA's Security Policy requires Subscribers to perform regular checks of their User profiles and, where applicable, remove inactive User profiles.

Who can manage PEXA user access?: Your organisation’s PEXA Subscriber Manager(s) can remove, suspend or reactivate users. It's important to note that Subscriber Managers do not need a Digital Certificate to reactivate a suspended user.

Do I need to call PEXA Support to manage user access?: No, the PEXA Subscriber Manager(s) from your organisation is able to remove, suspend and reactivate users and does not need to call PEXA Support to complete any of these tasks. It's important to note that Subscriber Managers do not need a Digital Certificate to reactivate a suspended user.

As a PEXA Subscriber Manager, how do I manage PEXA user access?

To remove or suspend users from PEXA, visit your PEXA dashboard, click Administrator Tools and select Manage Users.

From here, locate the relevant user and use the action cog to select Edit. Update the user details or permissions as required.

If you are a Subscriber Manager and have had your access to PEXA temporarily suspended, you will need to call PEXA’s Support Centre to have your access reactivated.

To reactivate users, on the Manage Users screen:

1. Locate the relevant User and use the action cog to select Reactivate

2. Enter the reason for Reactivating the User

3. Select Confirm.

You can find more information on managing PEXA user access by visiting our guide on Community.

What if a user requires PEXA access only sporadically?: If a user accesses PEXA infrequently, we kindly request that they login every 100 days to keep their profile ‘active’.

What if a user is on an extended period of leave, such as parental leave?: If a PEXA user is on an extended period of leave (such as parental leave), we recommend that you suspend their access to PEXA, and reactivate it upon their return.

What should I do when an employee leaves my business?

If an employee leaves your business, you should check that their PEXA user profile has been removed and terminate their Digital Certificate (note: you’ll need to contact PEXA directly for Digital Certificate termination).

Have a question regarding inactive users? Reply to this post and we’ll get back to you as soon as possible.

Re: Updated: 1 December mandate WA | FAQs

AngellaC — Wed, 26 Sep 2018 05:45:46 GMT

Today, Landgate do not enable titles having one or more proprietors on title in capacity (for example as Executor) eligible for electronic lodgement.

PEXA continues to work with Landgate and WA OSR to expand the scope of titles and documents available for electronic lodgement.

Re: Steps to Lodge in PEXA after a failed paper lodgment in NSW

SharonLadkin — Tue, 25 Sep 2018 22:16:48 GMT

Fabulous Belinda very helpful tool.

NSW Transfers - which transactions are mandated? Which transfers can be completed on PEXA?

BelindaLeFevre — Mon, 24 Sep 2018 05:11:47 GMT

The government has mandated electronic lodgment of stand alone transfer dealings normally completed on the "01T" transfer form. What about other types of transfers? Can these be completed electronically? This table provides practical information on transacting transfers in PEXA in the jurisdiction of NSW.

Re: Steps to Lodge in PEXA after a failed paper lodgment in NSW

HelenBenge — Mon, 24 Sep 2018 02:39:37 GMT

Great easy-to-follow steps Belinda.

Steps to Lodge in PEXA after a failed paper lodgment in NSW

BelindaLeFevre — Fri, 21 Sep 2018 05:26:47 GMT

So, you've lodged some dealings over the counter at LRS and have been either rejected or requisitioned after the fact as the dealing must be lodged electronically. How do you now proceed to lodge in PEXA?

Re: Bulk Conversion of Titles NSW | FAQs

Aoife — Tue, 28 Aug 2018 07:33:26 GMT

In addition to the above, PEXA will be hosting an 'Ask us Anything' session with NSW LRS and NSW ORG about the conversion.

See here for more information.

Cheers

Aoife

Re: Bulk Conversion of Titles NSW | FAQs

Aoife — Tue, 17 Jul 2018 03:16:10 GMT

Hi Nicola,

I hope these FAQs help. If you have any further questions, let us know and we'll do our best to get you an answer asap.

Cheers

Aoife

Re: Renewing Digital Certificates

DMc — Tue, 17 Jul 2018 08:04:43 GMT

In case you are a visual instruction type person.

After removing your Digital Certificate (Sim card looking chip) from the USB dongle, Insert small lever (strong pen) into the ejection tab.
Carry the sim card to your shredder.
How to destroy your PEXA digital certificate.

Bulk Conversion of Titles NSW | FAQs

Aoife — Mon, 30 Jul 2018 04:09:02 GMT

Hi Community,

New South Wales Land Registry Services (NSW LRS) will be carrying out a bulk conversion of paper certificates of title (pCT) to electronic certificates of title (eCT) on behalf of the Registrar General by the end of September 2018.

The NSW Office of the Registrar General posted an explanation of the transition, including FAQs, on their website. Please contact NSW LRS for any further questions on the bulk conversion process at ctconversion@nswlrs.com.au.

If you would like to post your questions below, we will pass them on to NSW LRS at the above e-mail address.

When will the bulk conversion happen?

Each Authorised Deposit-taking Institution (ADI) will be converted on the following dates:

1 Sept.	ANZ
2 Sept.	CBA
8 Sept.	Westpac
9 Sept.	NAB
15, 16, 22 & 23 Sept.	ADIs (on list at bottom of this post)

why is bulk conversion of paper certificates of title happening?

As part of the transition to 100% digital, the major Financial Institutions have agreed with NSW LRS, to lead the way with the bulk conversion of all NSW paper certificates of title in which they are the first registered mortgagee, to electronic certificates of title (eCT). This is a significant step in the industry transformation to e-Conveyancing.

what is an electronic certificate of title (eCt)?

An eCT is a digital record of the land title that is administered by NSW LRS. Every eCT is assigned to a “CoRD Holder”.

What is cord?

CoRD is the Control of the Right to Deal. There are two key concepts that underlie current arrangements in NSW, visit NSW Land Registry Services for more information.

what is a cord holder?

A CoRD Holder is the party that has the right to deal on the title and must be a PEXA Subscriber/Member.

how do you know an ect exists and who controls it?

This is shown on a CT Inquiry or Land Title Search.

The following text on a land title search indicates that an eCT exists and who controls it:

“NO CERTIFICATE OF TITLE HAS ISSUED FOR THE CURRENT EDITION OF THIS FOLIO.

CONTROL OF THE RIGHT TO DEAL IS HELD BY [mortgagee name].”

How do I complete a ct inquiry?

Navigate to the NSWLRS CT Inquiry page here.

what does this mean for nsw lawyers and conveyancers?

Where an eCT exists, a paper certificate of title will not be available at a paper settlement.

Please review the Circular issued by LRS about eCTs and lodgements of dealings here: http://rg-guidelines.nswlrs.com.au/__data/assets/pdf_file/0019/217216/2017-07_Electronic_Certificate_of_Title_Information.pdf

how do i as a practitioner know before settlement if the ct is paper of electronic?

When representing a purchaser in a settlement, you can complete a CT Inquiry or Title Search prior to settlement to find out whether a CT is paper or electronic.

Similarly, vendor representatives should provide a printed copy of the CT Inquiry or title search evidencing the title is an eCT and showing a Consent has been lodged.

NOTE: Mortgagees on Title are required to Consent to the details of the transaction, including the incoming proprietor and incoming mortgagee details. Practitioners should make these details available to Mortgagees on Title where there is an eCT and the settlement is proceeding in paper – this is not required for an online settlement. You can provide these details using the NSW LRS template here.

What does ect mean for banks or panel lawyers acting on behalf of financial institutions?

When representing the Mortgage on Title, financial institutions (ADIs-only) and/or their panel lawyer representative must complete a CoRD Holder Consent on PEXA. A standalone Consent on PEXA can be completed for paper transactions.

WHAT is a cord holder consent?

A Consent is required for transactions where:

The CT is electronic and is required for settlement and/or lodgement of dealings (for example refinance, transfer, discharge of mortgage, registration of plans etc). A Consent must be lodged for both paper dealings and PEXA dealings.
In a PEXA transaction, a Consent must be lodged regardless of the title being paper or electronic.

Note: a Consent can only be lodged electronically.
Currently in a paper transaction, a pCT must be handed over at settlement and lodged together with other documents for a dealing to be registered on title. The equivalent process where the certificate of title is electronic, is for the CoRD Holder to consent to the paper instrument or PEXA lodgement case via a Consent in PEXA prior to settlement and/or lodgement. If the CoRD Holder is a party to the transaction, they would lodge a Transacting Party Consent. If they are not part of the transaction, they would lodge a 3^rd party Consent.

How do i lodge a consent prior to settlement?

Visit this page on the e-Conveyancing Community to learn how. Note, a CoRD Holder Consent cannot be lodged in paper.

How can i confirm that a consent has been lodged in preparation for a paper settlement?

A free CT Inquiry is available on the NSW LRS website here, or by performing a Land Title Search through your Information Broker.

What do i do if there has been no consent lodged prior to settlement?

NSW LRS has provided a template to assist with requesting Consent from CoRD Holders here.

what happens if a paper title has remained undischarged?

A paper Discharge of an ADI Mortgage can be lodged if it is dated:
- before 1 March 2017 and is lodged as a standalone dealing.
- before 1 August 2017 and is lodged as part of a refinance transaction with an ADI.
- before 1 July 2018 and is lodged as part of a refinance transaction with a non-ADI.
- prior to the conversion of the paper CT and is lodged with dealing(s) other than mortgage(s).

In all cases above, the Discharge of Mortgage should be lodged with the paper CT.

as a non-major bank or panel lawyer, do i have to convert my client's pct?

The bulk conversion of paper certificates of title is for Authorised Deposit-taking Institutions. If your client is an ADI, you should familiarise yourself with details and contact your client to discuss. See question one for a full list of transitioning ADIs.

does this mean all transactions will have to go through pexa?

No, some transactions in paper will still occur. The CoRD Holder will be required to create and lodge a CoRD Holder Consent in PEXA, regardless of whether the transaction is electronic, or paper based.

Kind regards

Aoife

*The above FAQs are adapted from NSW ORGs webpage on the transition with additional explanations of PEXA functionality.

Re: Bulk Conversion FAQs

Aoife — Fri, 13 Jul 2018 01:43:01 GMT

, great idea! We have been working on the FAQs this week and hope to have them on Community by the beginning of next week.

In the meantime, please don't hesitate to start posting your queries below.

Cheers

Aoife

Re: Bulk Conversion FAQs

Kate_Camilleri — Fri, 13 Jul 2018 01:30:34 GMT

Great suggestion Nicola, we'll let the community know when this is done.

Re: Bulk Conversion FAQs

nicolalambrakis — Fri, 13 Jul 2018 00:35:20 GMT

Is it possible to change the name of this topic to VIC Bulk Conversion FAQs & add a new section for NSW Bulk Conversion FAQs.

The ORG has just launched it's new page regarding the bulk conversion coming up in September: http://www.registrargeneral.nsw.gov.au/eConveyancing/bulk-conversion

Thank you

Re: Security FAQs

lisadowie — Mon, 25 Jun 2018 08:13:18 GMT

Hi ,

The e-Conveyancing Community was designed to provide a space for the industry to come together to make the digital transformation easier. There are "closed" areas of the Community where you must log in to read posts but our main boards are public and there's no plan to change that at the moment.

Re: Security FAQs

Aoife — Mon, 25 Jun 2018 08:00:20 GMT

Hi ,

Multi-factor verification is in the pipeline. See Lisa Dowie's recent post for an update.

, I'll let the Community team answer your question as I'm unaware of what's next for them.

Cheers

Aoife

Re: Security FAQs

Courtenay — Mon, 25 Jun 2018 07:40:03 GMT

Hi Aoife,

Have PEXA considered making the Community page log in to read only?

Re: Security FAQs

linleyschultz — Mon, 25 Jun 2018 07:36:45 GMT

Hi Aoife

Why doesn't PEXA use multi-factor authentication for a password change? Can this be implemented?

https://www.asd.gov.au/publications/protect/Multi_Factor_Authentication.pdf

Thanks,

Linley

Security FAQs

Aoife — Wed, 27 Jun 2018 07:52:38 GMT

Hi Community,

On Monday 18 June, at approximately 5pm, PEXA was made aware of a fraudulent situation where a practitioner’s email account was compromised.

In this instance, an unknown party intercepted a change-in-password email sent from the PEXA platform which in turn allowed this person to access the Subscriber’s PEXA account. As a result, the destination account details in the settlement schedule were fraudulently changed.

Below are some frequently asked questions we have received from our members on this matter. If you have any further questions, please don't hesitate to ask below.

Has the pexa system been hacked?

No, the PEXA system has not been hacked.

what is pexa doing to make sure this doesn't happen again?

While the PEXA platform itself was not compromised, PEXA is working closely with all parties, including the relevant authorities to assist in every possible way.

The PEXA security team is currently undertaking detailed monitoring of all Workspace* activity, checking for similar scenarios where passwords have been re-set in close succession among other things which may be considered ‘unusual’ behaviour.

PEXA is also in the process of adding additional security measures. Click here to learn more.

Consumer Guarantee

PEXA will be introducing a new consumer guarantee for transactions conducted on the platform. We anticipate this guarantee will go above and beyond any guarantee available in the paper-based settlement process, and will provide greater safeguards to consumers whose conveyancer or lawyer uses PEXA. Further details will be made available shortly.

how can we be assured that the pexa system is secure?

To date, over 1.2 million transactions have been successfully completed on PEXA. Instances of fraud and attempts of fraud have been incredibly low, in fact much lower than the paper process.

The PEXA system’s security is aligned with international standards. PEXA continues to comply with with the Model Operating Requirements as set by the e-conveyancing regulator, ARNECC.

An independent expert review, currently conducted by Ernst & Young (EY), is completed annually to ensure alignment with these standards. PEXA has consistently complied with these standards.

Further to this, confidence in PEXA’s system security has been demonstrated by the Reserve Bank of Australia (RBA), Land Titles Office, State Revenue Offices and many software providers (among others) by the successful integration with these parties.

How does pexa protect its subscribers online?

PEXA protects its Subscribers in several ways. Firstly, the proper use of digital certificates mitigates the risk of fraud once the Signer has undertaken the appropriate checks and balances prior to signing to ensure accuracy of the information.

Digital Certificates allow the electronic signing of documents in PEXA on behalf of clients thereby eliminating the need to print and pen-sign physical documents.

A digital certificate is a PEXA Subscriber’s unique identity online. Anyone signing on the PEXA platform must use one for security purposes.

PEXA also uses encryption mechanisms and ensures all Subscribers agree to PEXA’s security policy to ensure their systems meet a certain standard of security when using the PEXA system.

Visit PEXA’s security webpage to learn more.

What advice does pexa have for its members to stay cyber-secure?

We urge all our members to take the necessary steps to reduce the risk of fraud. This includes, among others, verbally confirming bank account details with clients, not using free public Wi-Fi, keeping security patches up-to-date and importantly, checking payment directions immediately prior to signing.

Visit PEXA’s security webpage to learn more.

Kind regards

Aoife

* A Workspace is a shared online area in PEXA where the participants can communicate and prepare documents for a property transaction.

Kind regards

Re: 1 March mandate FAQs | VIC

Karolidis_and_Co — Wed, 13 Jun 2018 10:14:49 GMT

Hi Christine

My understanding is that if there is a self representing party not PEXA registered it is not a mandated PEXA settlement and can happen via paper. Happy to be corrected of course.

Re: 1 March mandate FAQs | VIC

christine4711 — Wed, 13 Jun 2018 06:13:06 GMT

Hi ,

We have received some conflicting advice with regards to what will happen with cash to cash transactions if a vendor is self representing and is not going to register with PEXA. Will we still be able to to settle via paper with these ones?

Regards

Christine

Re: Renewing Digital Certificates

GeorginaBenson — Thu, 07 Jun 2018 01:30:44 GMT

Hi Damien,

No, once your old certificate expires, it is considered null and does not need to be removed from the certificate store to be able to sign with your new digicert. You can remove if it you like, but it is not necessary.

Thanks

Georgina

Re: Renewing Digital Certificates

DMc — Wed, 06 Jun 2018 06:31:48 GMT

Great, marvelous, Thank-you! & .

That sorted it to re-enable use of my old Digital Certificate.

I imagine I will need to do the same (by removing the non-use certificate from certmgr.msc cache) once I receive my new PIN So then I may try to test the new Digital Certificate?

Re: Renewing Digital Certificates

GeorginaBenson — Wed, 06 Jun 2018 06:10:11 GMT

Hi Damien,

I believe this issue is stemming from the fact that your computer is trying to sign with the newest certificate that is "recognised". This is because certificates plugged into a computer are cached within the certificate store of your PC.

To rectify this, we need to remove any reference to your new certificate within the store, to allow you to sign with the old one.

Open your Start Menu, and search and open the program called Run.

In the box, type in certmgr.msc.

Open the folder called Personal, and remove the NEW certificate (expiring June 1, 2021).

Try and again sign, and you should be successful.

Thanks!

Georgina

Re: Renewing Digital Certificates

Hannah_McDowell — Wed, 06 Jun 2018 05:34:55 GMT

Hi - thank you for raising this and sorry for the confusion. We will revise the info postcard that accompanies Digital Certificate renewals to make it clear that your new PIN is required to test your new Digital Certificate.

As to the other issue you experienced, from our Support Team will provide a response shortly.

Re: Renewing Digital Certificates

DMc — Tue, 17 Jul 2018 04:51:14 GMT

To continue the experience...

I received my new Digital Certificate (DC) (AKA dongle) in the post, however, it did NOT mention that I needed to wait for a new PIN before testing it, only that one would issue separately, I did understand that I needed to test the new DC for operation before my old DC expires.

Also that I should then the process to destroy the old DC, by removal and cutting up of the SIM looking chip.

Testing process on live PEXA document first asks for a PIN -seemingly NOT the old one, would not accept my old PIN nor progress pass the PIN entry screen.

Switched back to old (unexpired) DC was able to seemingly successfully enter my old PIN

however the Workspace results in failure...

Was able to progress a little further by re-registering my old DC using the https://community.pexa.com.au/t5/Help-Centre/Installing-the-Digital-Certificate-Software/ba-p/167

now is briefly reports as 'signed' while a push notification/message says it failed... :/

Signed & failed at the same time......then not signed!

Re: Introducing PEXAplus

PriscillaChan — Wed, 06 Jun 2018 01:57:55 GMT

sounds like you may be looking for integration with PEXAplus. We are currently focusing on developing out PEXAplus first but integration could be something we can look at in the future.

Re: Introducing PEXAplus

jgusew — Tue, 05 Jun 2018 21:57:22 GMT

will you assist firms in getting access to the widgets to display on as an example our intranet pages or other dashboard software which could be presented around our firm?

Re: Updated: 1 December mandate WA | FAQs

DMc — Tue, 05 Jun 2018 06:26:56 GMT

OK so Application by survivorship once registered and the title has been updated to the survivor's name it is then PEXA-able.

So why not the same for an Executor as P.O.T. once registered on the title?

Re: Renewing Digital Certificates

DMc — Mon, 21 May 2018 08:18:24 GMT

In case anyone else comes across the same issues.

Whilst pouring through my junk mail filter, I luckily discovered an email mentioning my Digital Certificate was up for renewal, it had some mention about having to log-in via 'plus.pexa.com.au' to renew via a link.

Being security conscious I phoned PEXA support to check if it might be a legit, email!

Advised in the affirmative.

I was able to ask for the login address, - since email was stripped by the email security and as such still looked dodgy!

Merely to find, there was no 'banner' nor 'renew link' for 'Renew Digital Certificates Here' in my pexa-plus portal.

So after another contact with phone support, a few days later it became available, but seemed to be after refreshing/clearing my browser cache...

But after clicking on the link to renew my certificate by the plugin of my digital certificate and clicking 'sign & submit' then entering my pin. it would present with the yellow circle around an exclamation mark saying 'Server Error', '...try again later, or contact PEXA support'.

After several unsuccessful attempts.

Another contact with PEXA phone support was able to email me the renewal paperwork!

Re: Renewing Digital Certificates

Hannah_McDowell — Mon, 21 May 2018 04:21:47 GMT

Hi Christine,

When you log on to PEXAplus, you should see a banner at the top which will take you to the Digital Certificate renewal form. Please try logging in again and let us know if the banner is not displaying for you.

Thanks,

Hannah

Re: Renewing Digital Certificates

ChristineWaite — Mon, 21 May 2018 03:15:42 GMT

I cannot find the digital certificate renewal form how do I find it?

Regards

Christine

Re: Updated: 1 December mandate WA | FAQs

JulieKhoo — Fri, 13 Apr 2018 06:31:04 GMT

Hi all,

Our vision has always been to support the property industry as it transitions to a 100% digital conveyancing process. While the compliance date has been extended to 1 December, we remain committed to ensuring that everyone is trained and ready. We continue to take your feedback seriously. Please feel free to leave us your thoughts here on how we can help WA become a digitally enabled settlement community.

Kind regards,

Julie

Updated: 1 December mandate WA | FAQs

Aoife — Fri, 13 Apr 2018 06:25:41 GMT

Hi Community,

From 1 ~~May~~ December 2018, Western Australia takes its next step towards 100% digital property settlements.

Below are some of your network’s frequently asked questions regarding the transition online. I will continue to add to the post as questions arise and we encourage you to ask your questions below.

WHAT Instruments are moving online from 1 ~~May~~ December 2018?

- All combinations of transfer transactions in PEXA
- Standalone transfers
- Standalone caveats and withdrawal of caveats

Please see Landgate Bulletin No. 289 for more information.

WILL WE BE ABLE TO LODGE DOCUMENTS OUTSIDE OF LANDGATE'S BUSINESS HOURS?

*No. Documents lodged in paper and electronically through PEXA will only be accepted during normal business hours.

WHEN WILL LAND HELD IN CAPACITY OF EXECUTOR/ADMIN AND APPLICATIONS BY SURVIVOR BE POSSIBLE ONLINE?

PEXA is currently working with Landgate and the Office of State Revenue to introduce these transactions into a future release and will provide further updates as they become available.

WILL BANKWEST TRUST ACCOUNTS BE INTEGRATED BY 1 ~~MAY~~ December?

David Morrissey, Bankwest’s Executive Manager of Digital Operations Strategy, recently announced the availability of Bankwest Trust Accounts to all customers. Click here to read the entire post and for more information.

Will a "free text" field be available on caveats by 1 ~~maY~~ December on PEXA?

No, a free text field for caveats will not be available by 1 May.

IF NOT, WILL LANDGATE ACCEPT CAVEATS OVER THE COUNTER THAT DON'T "FIT" INTO THE OPTIONS ON PEXA?

Landgate has advised that they will accept these caveats over the counter.

Kind regards

Aoife

*Section 10 – Landgate FAQs

Re: Introducing PEXAplus

PriscillaChan — Tue, 03 Apr 2018 02:08:41 GMT

Thank-you for taking the time to provide us with your feedback on PEXAplus. It is early days for PEXAplus and as you have pointed out it currently provides more of a visual summary to your PEXA workspaces. Our aim is to build PEXAplus together with our members and start introducing value-add widgets for the varying needs of practitioner businesses.

I am pleased to advised that both your suggestions of a settlement list view and a task checklist are in our PEXAplus ideas and improvement pipeline.

Thank-you again for your input towards PEXAplus and please keep the ideas coming. We will be posting on this page as we start to roll-out more widgets so stay posted!

Cheers,

Priscilla

Re: Introducing PEXAplus

MarcusLiley — Thu, 29 Mar 2018 12:01:31 GMT

TBH it's not adding much value - it's another page I have to click thru to get to my "old" Dashboard.

What would be helpful?

A Dashboard that:

by default lists settlement in date order, AND
has tickboxes for most common tasks (eg Create Transfer, etc) showing at a glance what I need to do each WS

I realise the PEXA plus has a pretty Calendar of upcoming settlements, but clicking one just takes me to the "old" Dashboard.

Re: 1 March mandate FAQs | VIC

PMcKee1 — Thu, 29 Mar 2018 00:51:48 GMT

To hopefully add some clarity to the discussion above:

- It is noted that the LUV customer information bulletin states that all transfer of land and survivorship applications must be lodged electronically from (on or after) 1st March 2018.

- However, there may be a smaller number of cases where a transfer has been signed + assessed for duty electronically through DOL (Duties Online) + paid and finalised before 1 March, but subsequently not lodged for registration at LUV until after 1 March. These purchasers should not be penalised by the mandate and forced to re-lodge a second transfer electronically through PEXA and subsequently pay duty twice.

Re: 1 March mandate FAQs | VIC

Aoife — Mon, 26 Mar 2018 23:30:24 GMT

Hi ,

My apologies, I interpreted your message incorrectly. I can get one of our SMEs to contact you to help you through your Workspace.

Kind regards

Aoife

Re: 1 March mandate FAQs | VIC

ericchoo — Mon, 26 Mar 2018 22:59:08 GMT

Hi Jonathan and Aoife

I am familiar with the LUV Customer Information Bulletin which is why I suspected that I had to complete my transaction on PEXA. I started the PEXA workspace in both roles (as proprietor on title and incoming proprietor) but discovered that PEXA does not seem to cater properly for a transfer of this type with no monetary consideration (it required information which would not be required if the transaction was completed in paper) which is why I raised the initial query. After Aoife 's comment, I withdrew from the workspace. Given that LUV will not accept a paper transfer, I suppose I will have to start the workspace again.

Regards

Eric

Re: 1 March mandate FAQs | VIC

JonTeh — Mon, 26 Mar 2018 08:44:21 GMT

Hi Eric

In the scenario you've described, you will need to lodge the transfer via PEXA as it is an unencumbered title and there are no other lodgement instruments with your transfer, so it's considered a 'standalone' transfer.

The table that Aoife has linked are transactions that cannot occur as a Part Tenancy Transfer but these types of transactions can still be lodged in PEXA, you'll want to also look at this article on how to act for both parties in PEXA: Acting for Both Parties

If you haven't completed a transfer in PEXA before, these recorded webinars will take you through the whole process:

How-to-complete-a-transfer-in-PEXA-webinar-Transfers-101

Here's an extract from the Land Use Victoria Customer Information Bulletin 175 on what transfer transactions are currently out of scope for electronic lodgement:

Transfers of land and survivorship applications

From 1 March 2018, transfers of land and survivorship applications must be lodged electronically. This requirement applies when a party is represented by a conveyancer or lawyer who signs the instrument on behalf of their client; or, the party is a conveyancer or lawyer, or PEXA subscriber acting for themselves.

Under Registrar’s requirement 6.5 the following exceptions to lodging using an Electronic Lodgment Network (ELN) include:

a transfer is lodged with any other instrument for the same folio(s), including a survivorship application
a transfer is of a type that as at 1 March 2018 is not available in PEXA, such as
- transfers by mortgagees
- transfers by a minor
- transfers creating an easement
- transfers of an interest (e.g. a lease or mortgage)
- transfers of part of land in a folio of the Register
- transfers of a tenant in common’s share
- transfers that cannot be assessed for duty by the State Revenue Office Duties Online – details of the transaction types able to be processed in Duties Online are in the tables of transactions and combinations of transactions available on the SRO website at sro.vic.gov.au/duties-online-transaction-types
- transfers affecting more than 20 folios

Cheers

Jonathan Teh

PEXA Direct Specialist

Re: 1 March mandate FAQs | VIC

Aoife — Mon, 26 Mar 2018 00:33:15 GMT

Hi ,

Please see the third FAQ above for a full list of in-scope and out-of-scope Party Tenancy Transfers via PEXA.

For your convenience, here is the out-of-scope (i.e. unavailable online) list. It looks like your transaction is on it.

Out of scope

TRANSFEROR	TRANSFEREE
Party A	Party A and Party B as either JT or TIC	i.e. cannot add a party onto the title
Party A and Party B as either JT or TIC	Party A and Party C as either JT or TIC.	i.e. cannot remove one party and add another to the title

Cheers

Aoife

Re: 1 March mandate FAQs | VIC

ericchoo — Mon, 26 Mar 2018 00:00:14 GMT

I have a transaction which involves a standalone transfer of a principal place of residence from the wife's sole name to the wife and husband as joint proprietors. There is no monetary consideration. Please confirm that this is out of scope and must be processed as a paper transaction.

Re: Introducing PEXAplus

PriscillaChan — Wed, 21 Mar 2018 00:38:02 GMT

New feature added to PEXAplus!

Have you noticed our new Invitations feature in PEXAplus?

Available from today, this panel allows you to see the number of invitations you have received which require action. You can then click on this to drill down to the full list of outstanding invitations in PEXA.

Log in now to start using it and tell us what you think down below! For those attending the NSW “Your Network, Your Future” event, drop by our stand for a live demo!

We look forward to hearing from you and hopefully meeting a few of you on Thursday!

Re: 1 March mandate FAQs | VIC

Aoife — Mon, 19 Mar 2018 06:00:06 GMT

Thanks !

, I hope this helps. Here's the link to the latest LUV Bulletins for your reference.

Cheers

Aoife

Re: 1 March mandate FAQs | VIC

PaulMajor — Mon, 26 Mar 2018 00:17:24 GMT

Hi Aoife,

A transfer incorporating a covenant can continue to be created and lodged as a T2 transfer until the Registrars requirement for these types of matters becomes a mandated requirement from 1 July 2018. For further details on this topic interested parties can reference Land Use Victoria Customer Information Bulletin 175 published in February this year.

Paul

Re: 1 March mandate FAQs | VIC

Aoife — Mon, 19 Mar 2018 05:22:34 GMT

Hi ,

It's my understanding that this can proceed in paper. However, I'll reach out to LUV for confirmation.

Potentially could help us out with this one.

Aoife

Re: 1 March mandate FAQs | VIC

caitlinm — Sun, 18 Mar 2018 23:14:27 GMT

Hi Aoife,

Are you able to advise if a standard alone T2 transfer creating a covenant can still be registered in paper? I have a transaction where the Vendor's solicitor is refusing to register the covenant in a MCP to allow the transaction to proceed electronically. Thanks

1 July mandate NSW | FAQs

TJ — Wed, 14 Mar 2018 01:46:05 GMT

Re: 1 March mandate FAQs | VIC

Aoife — Fri, 09 Mar 2018 01:16:49 GMT

Thank you !

Re: 1 March mandate FAQs | VIC

PaulMajor — Fri, 09 Mar 2018 01:13:13 GMT

Hi Aoife,

Basically the standalone transfer will be assessed for lodgment through the conditions set out in the Registrars Requirements Version 4 and keeping in mind the exceptions listed most recently in Customer Bulletin no 175 published in February 2018.

If these matters confirm for the registrar that this matter should be lodged electronically then the paper document will be refused from acceptance and will need to be created and lodged via the electronic channel PEXA.

Re: 1 March mandate FAQs | VIC

Aoife — Fri, 09 Mar 2018 00:08:20 GMT

Hi ,

Could you help with a question we are getting from some members?

It's "What happens if I try to lodge a standalone transfer in paper after 1 March?".

Cheers

Aoife

Re: 1 March mandate FAQs | VIC

Aoife — Fri, 02 Mar 2018 03:36:32 GMT

Hi all,

I've attached Land Use Victoria's Bulletin (175) in the original post for your reference as is sets out more criteria on mandatory transfers and survivorships.

Cheers

Aoife

Re: 1 March mandate FAQs | VIC

KR — Thu, 01 Mar 2018 03:42:55 GMT

Hi TJ - yes as the new format documents allow for dating prior to the settlement date.

Re: 1 March mandate FAQs | VIC

TJ — Wed, 28 Feb 2018 06:09:35 GMT

Hey ,

Not sure what you're referring to in the latest bulletin? Is it this line talking about exceptions?

a transfer is lodged with any other instrument for the same folio(s), including a survivorship application

This refers to any transfer which is not a standalone. There are of course exceptions, which are listed in the latest bulletin.

I did find something within the Registrar's Requirements which may be what you're thinking of:

a transfer of land signed on or after 1 March 2018, except when the transfer is to be Lodged with any other Instrument for the same folio(s) of the Register
an application by a survivor under section 50 of the TLA signed on or after 1 March 2018, except when the application is to be Lodged with any other Instrument for the same folio(s) of the Register

I would suggest confirming with Land Use Victoria, perhaps can shed some light on this, but you might be right in that; if the transfer of land/survivorship application form was signed prior to 1st March 2018 - it can be lodged in paper after 1st March 2018.

Just out of curiosity, is this a scenario that would come up very often?

Re: 1 March mandate FAQs | VIC

KR — Wed, 28 Feb 2018 04:37:04 GMT

This advice is contradictory to that of the Land Titles Office (see latest bulletins)

Re: Lodge transfer electronically

JoW — Thu, 01 Mar 2018 03:22:06 GMT

Hi ,

Great question. In short, if the settlement date is on or after 1 March 2018 it needs to be completed electronically.

EDITED with further information: If the transfer of land/survivorship application form was signed prior to 1st March 2018 - it can be lodged in paper after 1st March 2018.

Thanks

1 March mandate FAQs | VIC

Aoife — Wed, 07 Mar 2018 00:24:10 GMT

Hi Community,

Tomorrow, standalone transfers and survivorships are moving online, see timeline here.

Below are some of your more frequently asked questions regarding the transition online for these instrument types. I will continue to add to the post throughout the day as questions arise – stay tuned!

Can a Survivorship and APR(Application by Legal Personal Representative)/Transmissions be completed in conjunction with a transfer?

At the moment this cannot be completed in conjunction with a transfer however it is possible through separate workspaces at no additional fee. Moving forward, it is in scope for future platform upgrades. PEXA acknowledges the inconvenience of having to prepare these in two separate workspaces and will continue to update the e-Conveyancing Community on our progress over the coming months.

Why do we need to input Market Value into a Transfer (e.g. Change in Manner of Holding) when it is not required in paper?

In support of Commissioner requirements, PEXA collects specific data for dutiable transactions as set out in 2015 by the Commissioners of each jurisdiction. One of these items is Market Value, complete with valuation/value details.

Can Party Tenancy Transfers be completed with Proprietor on Title and Incoming Proprietor as Transferees?

Yes. As of 5 February 2018, this functionality became available in Victoria. However, some scenarios are still unavailable. See below for in scope and out of scope capabilities:

In scope

TRANSFEROR	TRANSFEREE
Party A and Party B (Joint Tenants (JT) or Tenants in Common (TIC))	Party A	i.e. When removing one party from title
Party A and Party B (JT or TiC)	Party A and Party B (to change the manner of holdings)	i.e. When changing the manner of holding from JT to TIC or vice versa

Out of scope

TRANSFEROR	TRANSFEREE
Party A	Party A and Party B as either JT or TIC	i.e. cannot add a party onto the title
Party A and Party B as either JT or TIC	Party A and Party C as either JT or TIC.	i.e. cannot remove one party and add another to the title

If the transfer of land/survivorship application form was signed prior to 1 March 2018, can it be lodged in paper after 1 March 2018 or it must be lodged electronically regardless the execution date?

If the transfer of land/survivorship application form was signed prior to 1 March 2018 - it can be lodged in paper after 1 March 2018.

If the settlement date is on or after 1 March 2018 it needs to be completed electronically (regardless of execution date). Please see Registrar Requirements as it states:

"All Instruments set out in Registrar’s Requirements 6.3, 6.4 and 6.5 must be Lodged using an ELN...

6.5(c) a transfer of land signed on or after 1 March 2018, except when the transfer is to be Lodged with any other Instrument for the same folio(s) of the Register; and

6.5(d) an application by a survivor under section 50 of the TLA signed on or after 1 March 2018, except when the application is to be Lodged with any other Instrument for the same folio(s) of the Register;"

What happens when a non-PEXA Member is involved in "Paper Title and Cash Purchase" deal due to settle post mandate?

If a non-member is involved in “Paper Title and Cash Purchase” deal due to settle post mandate, they should contact PEXA immediately. In most cases, that non-member will want to commence their own PEXA registration and avail of the numerous training options available to complete transactions themselves.

In the event that registering with PEXA is not suitable for a firm, PEXA has various options to support industry. We are piloting alternatives for those practitioners who may not do enough conveyancing to stay up-to-date with e-Conveyancing requirements or transition that part of their business to digital. Please reach out if this scenario occurs.

For a non-monetary transfer what do I select if there is no contract? If it's a verbal contract what should I select?

In the case of no contract, select ‘NO’ and check all the names (as NO contract existed).

This is requested State Revenue Offices’ compliance data and requires a YES/NO answer.

Kind regards

Aoife

Lodge transfer electronically

Express417 — Wed, 28 Feb 2018 00:42:16 GMT

Hi,

I understand that transfer of land and survivorship applications must be lodged electronically from 1st March 2018, if the transfer of land/survivorship application form was signed prior to 1st March 2018, can it be lodged in paper after 1st March 2018 or it must be lodged electronically regardless the execution date.

Thanks

Re: Introducing PEXAplus

PriscillaChan — Tue, 27 Feb 2018 23:09:45 GMT

Thanks - Please keep us posted on your PEXAplus experience and if you have any ideas or suggestions make sure to send them through via the feedback Tab or here on community.

Re: Introducing PEXAplus

MaxW — Tue, 27 Feb 2018 04:51:34 GMT

Great work PEXA - the new platform makes it much easier to see a snapshot of what's happening (and looks very schmick too).

Re: Introducing PEXAplus

Hannah_McDowell — Sun, 21 Jan 2018 23:05:06 GMT

Thanks for your interest .

PEXAplus is currently only available to those requiring Digital Certificate renewals. We will be sure to let you know as soon as access is extended to a wider group.

Re: Introducing PEXAplus

DMc — Fri, 19 Jan 2018 02:47:42 GMT

Enjoy the new PEXAplus experience – we look forward to hearing your feedback.

If you're interested in finding out more about PEXAplus, we'd love to hear from you - simply reply to this post.

Yes, please count me in.

Introducing PEXA Plus

Hannah_McDowell — Mon, 18 Nov 2019 05:45:13 GMT

Following collaboration with our members, PEXA is excited to introduce PEXA Plus.

Access PEXA Plus via plus.pexa.com.au

Access is currently limited to NSW, WA, SA and Subscriber Managers of organisations requiring Digital Certificate renewals.

PEXA Plus is a new gateway to transacting property online. The PEXA Plus portal offers a simple overview of all your PEXA workspaces, easy access to help content and the ability to renew PEXA Digital Certificates.

Access PEXA Plus via plus.pexa.com.au using your PEXA login details - we recommend using Google Chrome.

Note: When selecting a link for the first time, it may be blocked in your address bar.
In the address bar, click "Pop-up blocked."
Select "Always allow pop-ups from [site]"
Click "Done."

Workspace overview

New simplified views allow you to quickly see the date and status of upcoming settlements – from here, you can navigate to PEXA Workspaces requiring action.

Help content

Using the handy HELP and LEARNING CHECKLIST tools, you can search the Community for articles, videos and discussion forums – helping you become an e-Conveyancing expert as you complete more and more transactions online.

Digital Certificate renewal form

Subscriber Managers/Administrators can now renew Digital Certificates via an online form. Subscriber Managers/Administrators will be informed via email of the need to action any upcoming expiring Digital Certificates. More information can be found here.

The PEXA Plus hub will continue to evolve to streamline your e-Conveyancing experience for a faster and more efficient way of transacting property online. Your feedback will help shape this new one-stop hub for transacting in PEXA and beyond.

Providing feedback

Once logged in to plus.pexa.com.au, you’ll see a blue feedback tab on the right-hand side. You can use this to let us know about your experience with PEXA Plus and what else you’d like to see within the hub.

If you have any questions about PEXA Plus, please ask them in the e-Conveyancing Community or contact your PEXA Direct Specialist.

Enjoy the new PEXA Plus experience – we look forward to hearing your feedback.

If you're interested in finding out more about PEXA Plus, we'd love to hear from you - simply reply to this post.

Renewing Digital Certificates

Hannah_McDowell — Mon, 02 Dec 2019 03:45:52 GMT

If you’re a Subscriber Manager/Administrator at a legal/conveyancing firm and have been informed of the need to renew Digital Certificates within your organisation, please access the online renewal form via the link below (we recommend you use Google Chrome for optimum performance):

When selecting a link for the first time, it may be blocked in your address bar.
In the address bar, click "Pop-up blocked."
Select "Always allow pop-ups from [site]"
Click "Done."

The online renewal form is housed within our new PEXAplus portal. PEXAplus is a new gateway to transacting property online and the beginning of a journey to provide you with a more engaging PEXA experience.

FAQs

Here are answers to your most frequently asked questions about Digital Certificate renewals. Can't find what you're looking for? Leave a comment and we'll get back to you.

How do I renew an expiring Digital Certificate?

Only Subscriber Managers/Administrators with an active Digital Certificate can renew Digital Certificates. Subscriber Managers/Administrators should access PEXAplus to view and action any upcoming expiries. We recommend you use Google Chrome for optimum performance. On submitting the renewal form, the Subscriber Manager/Administrator will be prompted to sign using their Digital Certificate. If you are not a Subscriber Manager/Administrator and have been informed that your Digital Certificate is expiring, you should get in touch with your Subscriber Manager/Administrator to submit a renewal form on your behalf.

Does it cost to renew a Digital Certificate?

Digital Certificate renewals will incur a renewal fee. Fees associated with the renewal of Digital Certificates will be direct debited from your nominated fee paying account. Details of the renewal fees can be found in the Digital Signing Certificate Pricing Guide.

How do I find out who my Subscriber Manager/Administrator is?

If you are unsure who the Subscriber Manager/Administrator is for your organisation (some organisations have more than one) and you are unable to find out via your colleagues, please contact our Support Centre on 1300 084 515.

Why can’t I see any Digital Certificates that require renewal WITHIN PEXAPLUS?

All Subscriber Managers/Administrators within an organisation are notified of the need to action upcoming renewals. If you log on to PEXAplus and no renewals are displayed, it is likely that another Subscriber Manager/Administrator within your organisation has already actioned the renewals.

How do I change the name or email for a Digital Certificate renewal?

Changes to the name and/or email address of a Digital Certificate holder are not currently supported by the online renewal process. If a Digital Certificate holder’s name and/or email address has changed, please contact your PEXA Direct Specialist who will arrange an appointment with the authorised signatories to execute a paper form. If you do not have a PEXA Direct Specialist, please contact our Support team on 1300 084 515.

Note: if a user’s email address has changed, they will need to create a new corresponding user account in PEXA so their PEXA login email matches the email address associated with their new Digital Certificate.

How do I begin signing with my new Digital Certificate?

Hard tokens

These Digital Certificates are stored on a USB token. To sign in a PEXA workspace, you simply need to insert the USB into your computer and enter your unique PIN when prompted. You’ll receive a separate letter containing your Digital Certificate PIN. For instructions on how to change your PIN, visit the e-Conveyancing Community at pexa.com.au/digicertpin

Soft tokens

These Digital Certificates are installed and stored on the Certificate holder’s machine. To sign in a PEXA workspace, PEXA will automatically locate the Soft Certificate on the user’s machine and prompt them to enter their unique PIN when signing. If you use a soft token, you’ll receive a CD that contains the User’s Soft Digital Certificate which needs to be inserted into a CD drive to run the Certificate installation process. A separate letter containing your Digital Certificate PIN will be received a day or so later. For instructions on how to change your PIN, visit the e-Conveyancing Community at pexa.com.au/digicertpin

Do I need to install software for my new Digital Certificate?

If you have already installed the software required to use a Digital Certificate on your current device, no further set up is needed. You will only need to install software if you would like to sign with your Digital Certificate on a new device. Installation instructions can be found at pexa.com.au/digicert

What should I do with my old Digital Certificate?

Your old Digital Certificate will remain valid up until the day of its expiry. Until this date, both your old and new Digital Certificates will be valid. It is your responsibility to destroy the chip within the USB shell of your old Digital Certificate. You should only do this once you have tested that your new Digital Certificate works.

How do I find out the expiry date of my old Digital Certificate?

If you are unsure of the date, contact our Support Centre on 1300 084 515.

How do I destroy my old Digital Certificate?

1. Open the USB shell to a 90° angle and push the small white lever on the reverse side to release the chip

2. Remove the chip from the USB shell

3. Cut the chip into multiple pieces using scissors

Re: Discharge of Mortgage lodgement fee – national alignment

DMc — Wed, 29 Nov 2017 01:41:04 GMT

Would you be so kind as to explain who exactly is driving this change in the paper tradition towards 'national alignment' if it's NOT to suit the new electronic settlement model of PEXA?

My only notification about 'national alignment' came from PEXA, no other source, till a later confirmation from AICWA...

Re: Discharge of Mortgage lodgement fee – national alignment

MarcusLiley — Tue, 28 Nov 2017 09:23:57 GMT

Hey Damien

That's a paper question - one I doubt PEXA can answer.

Think it will be up to the Seller's Agent to ascertain.

AICWA are about to issue eNewsletter with suggested procedure.

Will email you an advance copy for feedback.

Re: Discharge of Mortgage lodgement fee – national alignment

DMc — Tue, 28 Nov 2017 07:11:07 GMT

With 1/12/17 being this coming Friday. Have 2 outstanding queries;

1. Would you know how are us practitioners supposed to know if the discharge bank (mortgagee on title) is bringing more than one (1) Discharge of mortgage? Just because the title shows one (1) mortgage number, that does not mean the mortgagee on the title is only handing over only one(1) Discharge of Mortgage document, especially in paper settlement.

2. Have heard that some banks are already trialing this new process; so would you know which banks are already (pre 1 December 17) reducing their payout for this, or are they ALL still bringing their discharge rego fee to settlement?