All Ideas and Suggestions posts

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.

Re: Declined Invitations Screen In Dashboard

Marty — Mon, 25 Jan 2021 06:50:57 GMT

Thanks for the feedback and sorry for the delayed reply.

I'll discuss with the team what can be done to allow you to mark the items on this dashboard as 'actioned' in some way.

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

Marty — Mon, 25 Jan 2021 05:45:09 GMT

Thanks for the suggestion . Makes sense.

I'll float this with the team.

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!

Re: Uploaded files

DMc — Fri, 18 Dec 2020 01:22:38 GMT

Agreed! Since emails are no longer secure, trustworthy, nor reliable would like to see a Dashboard shortcut (number indicator -would be nice) to Uploaded Files much like the shortcut to Unread Conversation.

Maybe even an auto-generated Convo to flag -including type and description that this WS (internal reference) has this file uploaded.

Re: Digital signing on mobile devices

DMc — Fri, 11 Dec 2020 01:26:29 GMT

Mobile Web-auth certainly is improving leaps and bounds, I for one would love to see an ELNO use Passwordless login!

Unfortunately, the PEXA Digital Certificate software is not yet available for most mobile devices (windows-mobile but not-yet available windows in S-mode via MS Store, or chrome-os could be a different story)...

As far as I know, the OS used, needs to support (a)Digi Certificate Software, (b)Browser extension, and (c)Signing application.

Check those current software installs as listed here https://community.pexa.com.au/t5/Help-Centre/Installing-the-digital-certificate-Help-Centre/ba-p/167

But could be worthwhile to keep asking PEXA support for it! I would be happy to BETA -PLEASE!?!!

Re: Digital signing on mobile devices

annejohnson — Mon, 28 Dec 2020 22:07:36 GMT

Thanks for sharing! Not many people know about this, but there is a way to do a digital signature with your mobile device. Our technology keeps getting better, and we can now do everything with our phones. The phone I had a few years ago was useless, but the one I have now can do everything my PC can. I know a website where you can edit PDF documents and put a digital signature on your documents. The website works fine with both phones and computers, and it is easy to use.
________________
https://pdfliner.com/umid_card_application_form

Re: Penalties for Banks delaying settlement and not taking settlement time seriously

Kate_Camilleri — Mon, 30 Nov 2020 11:20:39 GMT

Hi Leah,

Thanks for you post and I am sorry you and your client have had such a poor settlement experience. I would grateful if you could direct message me with further details or alternatively reach out via your PEXA Direct Specialist.

Thanks, Kate.

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

Re: Facebook

DonnaDickens — Mon, 19 Oct 2020 21:15:08 GMT

is it possible for Instagram as well? I can say the IG quality has become worse than it was. What about the subscribers we get? I have noticed that at one period I got lots of likes and views. This motivated me to post every two days, but something happened and all my statistics went to pieces. What I did is I decided to buy the service of autolikes to Instagram posts to attract people. Whenever a newcomer was watching my page, he saw that I have lots of likes and views. And that makes him or her want to trust me and my page. This is how I run my business, do the same, if you want to, guys!

Re: Unread Conversation Count

LXWill — Tue, 22 Sep 2020 06:37:03 GMT

Bump!

I know this is an old thread, but so far there hasn't been any change to this point, which I believe is something many practitioners want.

It's now been almost two years since the last reply to this question, so surely optimisations have been possible in this time?

Otherwise, even if it's not feasible to offer a counter of the exact number of unread messages, would it at least be possible to add just an indicator that there ARE unread messages? As mentioned, most practitioners wouldn't have a huge number of unread messages, so just indicating that something is there without having to poll the exact number is likely to be 80% helpful to the majority, who don't want to have to click in to that screen just to see if there's anything that needs their attention.

Re: PAYMENT OF FEES - OPTION TO SELECT FEE PAYING ACCOUNT AS SOURCE ACCOUNT

stevenmorgan — Tue, 08 Sep 2020 02:57:58 GMT

I'll add to the call for change here. We had to withdraw a Priority Notice at settlement (due to our error), so the fees for that were a line item fee in destinations funds. For us to put those funds in from trust was technically a breach of our trust account obligations as the trust funds we held were not for that purpose. There has to be a better way.

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

Re: LAWNEWS - Swimming Pool Regulations

BondEric2 — Mon, 20 Jul 2020 11:24:55 GMT

Thank you for sharing.

Re: PEXA closure on 8 June 2020

Annelie — Thu, 11 Jun 2020 00:56:11 GMT

Thanks Jarrod,

I will be keeping an eye out for developments in this area. Please keep us members informed of any progress.

Regards, Annelie

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...?

Re: Settlement Completion Record

johnkeating — Sun, 17 May 2020 06:25:28 GMT

I absolutely agree.

Re: PEXA closure on 8 June 2020

DMc — Wed, 13 May 2020 05:43:58 GMT

Permalink on the dashboard(s)?

Even the PEXA + dashboard should show upcoming RBA/PEXA closures...

8 June RBA Closure missing

Re: PEXA closure on 8 June 2020

Jarrod_McAleese — Wed, 13 May 2020 04:18:25 GMT

Hi ,

Calendar is accessible here: https://www.rba.gov.au/schedules-events/bank-holidays-2020.html

Cheers,
Jarrod

Re: PEXA closure on 8 June 2020

Jarrod_McAleese — Wed, 13 May 2020 04:17:28 GMT

Hi ,

Thanks for flagging this with us and we know it's something the broader industry (across all states, including Queensland) have identified as an opportunity for improvement to the digital settlement experience.

You have our commitment that we'll raise this feedback directly. In the meantime, if you need any assistance, please reach out to one of our PEXA QLD team – we’re here to help.

Kind regards,
Jarrod

Re: PEXA closure on 8 June 2020

DMc — Wed, 13 May 2020 02:23:47 GMT

Same goes in WA! :/

Where is that ~~National~~ RBA Holiday calendar?!

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.

Re: Settlement Notification

BytheBay — Wed, 01 Apr 2020 01:57:33 GMT

Hi - no response was ever received about this topic.

Re: Settlement Notification

DMc — Wed, 01 Apr 2020 01:51:26 GMT

have you received any update on this feature. I'd imagine it would be easier in the current release to allow an upload as attachment?

Re: COVID-19 practitioner contingency planning

HeatherC — Fri, 20 Mar 2020 06:39:34 GMT

Hi ,

You're correct, a communication was issued by email this afternoon, and we have also outlined some considerations here.

Stay safe!

Heather

Re: COVID-19 practitioner contingency planning

Redchip — Fri, 20 Mar 2020 06:00:19 GMT

*just saw that there was a broadcast at 2.42pm today about this - great work!

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.

Re: USB-C PEXA Tokens

LXWill — Tue, 03 Mar 2020 04:09:17 GMT

That would be an ideal next step, but as I understand it, there's currently no technical solution to signing on mobile due to the way that the tokens operate being incompatible with the way that mobile operating systems work. Can't say it's not in the pipeline for the future though.

Re: USB-C PEXA Tokens

EmmaD — Tue, 03 Mar 2020 04:05:40 GMT

I like the idea, it might also open up the possibility of signing on a mobile instead of a computer or laptop.

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.

Re: PEXA matters

Marty — Tue, 25 Feb 2020 22:56:10 GMT

Hi and ,

Did adding a Workgroup column to the Active Dashboard help you focus on your matters?

Are there any other tweaks we you think we should make in this area?

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?

Re: Email alert for balanced Financial Settlement Statement

Claudia11 — Wed, 12 Feb 2020 03:05:20 GMT

Something similar when you are required to sign off/outstanding tasks might be good as well. We had a settlement yesterday and the only way I realised we were the only ones that needed to sign off was because I happened to check the matter.

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

Re: PEXA matters

Annelie — Wed, 29 Jan 2020 03:32:24 GMT

Thank you Martin, I look forward to learning how to use it,

// Annelie

Re: PEXA matters

Marty — Tue, 28 Jan 2020 01:13:08 GMT

Hi , , ,

Yes, filtering your Active Dashboard by Workgroup will be coming in release 11.1 (10th Feb). Combined with 'Sticky Filters' this will allow you to focus on just your matters whenever you log in to PEXA.

You can read more about this upcoming feature here: https://community.pexa.com.au/t5/PEXA-Product-Releases/PEXA-Release-11-1-0-10-February-2020/ba-p/18725

, to make the most of the upcoming Workgroups filter you'll need to set up workgroups for your staff. You can follow this guide on how to do that: https://community.pexa.com.au/t5/Help-Centre/Maintain-Workgroups-Help-Centre/ba-p/154

Thanks,

Martin

Re: PEXA matters

TJ — Tue, 28 Jan 2020 00:53:28 GMT

Hi & ,

Great suggestions! Some of this functionality is actually coming in Release 11.1 later next month.

might be able to provide some more insight into how this will work.

Re: Priority Notices – Importance of ensuring correct Incoming Mortgage is noted

Morvanna — Fri, 24 Jan 2020 05:26:38 GMT

Land Registry have outlined in their Guide to Completion - Priority Notice Form (on Page 17) that they do not want the ACN or ARBN should not be included after the name of the company. This is therefore why the warning appears. You may need to raise this with the Panel Solicitors to avoid having to insert same.

Re: PEXA matters

stevenmorgan — Tue, 28 Jan 2020 00:53:55 GMT

Annelie, that is a great request which I would be very keen to see go live. What about a Dashboard filter for workgroup, with either a default setting or remember the last used setting?

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

Re: Mandatory field for property owners name in invite

Marty — Fri, 24 Jan 2020 01:07:03 GMT

Hi ,

Thanks for the feedback. When you're invited into a workspace to represent the vendor, their name is listed in the 'Client Name' field.

However, I can see that when you're invited into a workspace to withdraw a caveat, only the caveator is listed and not the vendor. I'll add this to our to-do list.

Thanks again!

Martin

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.

Re: Priority Notices – Importance of ensuring correct Incoming Mortgage is noted

CarterLesterLawyers — Wed, 22 Jan 2020 01:03:14 GMT

It is recommended that a Priority Notice is prepared by the solicitor for the incoming proprietor as applicant where there is no corresponding Workspace.

The incoming mortgagee details therefore need to be manually included. Solicitors for the incoming mortgagee generally request the inclusion of the ACN/ABN for a corporate entity, however, there is no option for this to be included and in fact, generates a warning if the ACN/ABN is included following the name of the entity. This can result in the solicitor for the incoming proprietor being unable to comply with the requirements for the incoming mortgagee. Apparently, there is no available solution to this scenario (ref: PEXA204096864), or is there?

Re: Document Signing Page showing other party's Destination lines

DMc — Tue, 14 Jan 2020 03:55:09 GMT

One suggestion for improvement would be Optionally (perhaps to by Admin user profile setting, or simply default) opt-out of 3rd party destination approvals especially if a Workspace has already been signed off!

The Practitioner could be offered to opt-in to re-applying their signature or merely a notice if 3rd party-line destination changes.

The POT merely needs to ensure they balance with their own Statement of adjustments to Buyer and don't really care if the IP changes the 3rd party destinations. Especially after they have signed off.

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

Re: Document Signing Page showing other party's Destination lines

DMc — Mon, 16 Dec 2019 01:39:41 GMT

wrote:

Hi ,

Where destination line items are created with an "Associated Subscriber" (Water Rates, Council Rates, Body Corporate Fees, Third Party Beneficiary, GST Withholding etc.) these will be displayed for the associated subscriber when they are on the signing screen.

I suspect that in your scenario you were specified as the associated subscriber for the three line items in question. Which is why they appeared at the top of your signing screen.

In the November release we'll be updating the instructions on the signing screen to say "These are the destination line items that your organisation has created, or are associated with. Please confirm the details are correct and consistent with your instructions before signing."

Does that address your concerns?

Thanks,

Marty

Associated Subscriber (3rd party) Destination Lines are NOT currently (R.11.00.01_2) clearly labeled on this Document Signing Page.

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?

Re: Settlement Notification - Order on the Agent (uploading PDFs)

juliaboyce — Wed, 14 Aug 2019 05:45:41 GMT

Hi, keen to know if this functionality is now available or on PEXA's roadmap to develop very soon? It's an absolute must for vendors in conjunction with off the plan development using PEXA projects.

wrote:
I raised this back in June this year with PEXA and the reply was "unfortunately uploading logos and patching them through to emails PEXA generates is harder than it sounds. Perhaps a future release will include it."

Most legal practitioners simply don't use the feature on the PEXA workspace due to this and just process the orders manually.

It needs to be raised by more practitioners for it to be changed.

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

Re: PAYMENT OF FEES - OPTION TO SELECT FEE PAYING ACCOUNT AS SOURCE ACCOUNT

Damonallens — Fri, 26 Jul 2019 05:08:12 GMT

Hi PEXA, Can we please really query this. We have had different answers from PEXA.

In a discharge of mortgage involving "Financial Settlement" when we fill in the Financial Settlement Statement there is PEXA and lodgement fees to pay and we will need to fill in a source for those. The dropdown box only gives us the option of selecting Trust Account. For discharges the fees are not significant so we don't typically get funds in trust upfront.

Our questions:

Can we use our linked office account instead of trust account as the source funds to pay PEXA and lodgement fees? Or is Trust Account the only choice we have? This is where we have been told different answers. The above answer from PEXA says "no" but we have been told yes from other PEXA contacts
If we can use our linked office account can we put a $ limit on how much can be used. Is there ability to impose a daily limit?

Re: SOURCE ACCOUNT FOR VENDOR

TJ — Wed, 24 Jul 2019 05:14:43 GMT

Just confirming that the Source Account may only be used by Subscribers representing a purchaser.

This has been outlined in PEXA's Service Charter (see section 2.4) and reiterated in the form generated in the Workspace when creating a source line item. Should members need to provide source funds in any other role, they will need to explore other options (for example, using a statutory trust account, having a client pay down their loan prior to settlement, etc).

Re: SOURCE ACCOUNT FOR VENDOR

NPConveyancing — Wed, 24 Jul 2019 03:53:51 GMT

I hope this happens soon. It is a serious flaw in the system.

Re: VIC Ect transfer - greater visibility to enhance security

Marty — Thu, 18 Jul 2019 06:47:35 GMT

Thanks for the feedback, !

We do plan on making the parties involved in the Transfer of eCT more visible throughout the workspace. I'll try to bump this item up the list.

Thanks,

Martin Karpowicz

Product Owner, PEXA

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.

Re: ECT Register

SarahF — Thu, 11 Jul 2019 02:26:38 GMT

Interesting that I just contacted Land Use Victoria and they advised that they do not keep a register of the eCTs a firm has control over, so I was unable to access a list from them. This would definitely would be a valuable tool on PEXA.

Re: Notice of Acquisition - VIC

LynP — Tue, 09 Jul 2019 00:44:45 GMT

Can anyone confirm that this is the reason for the hold up or if there is any update on when this will become a reality ?

Re: PAYMENT OF FEES - OPTION TO SELECT FEE PAYING ACCOUNT AS SOURCE ACCOUNT

alawson — Thu, 04 Jul 2019 01:38:09 GMT

I agree that it is a big inconvenience - especially for simple lodgements which we would normally pay fees from a general /office account. It opens a whole new new raft of responsibilities - providing trust statements to clients etc.... I hope that this is put under reviewand the contractual framework for Subscribers gets an overhaul (its not a true 'settlement' - its a mere lodgement!) .

Re: Notice of Acquisition - VIC

Karolidis_and_Co — Wed, 03 Jul 2019 00:59:40 GMT

We're all patiently waiting for this to occur, have not heard any update in a while though, I believe the delay has to do with all authorities needing to update their processes/systems though...

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

Re: SOURCE ACCOUNT FOR VENDOR

BellConveyancing2795 — Mon, 24 Jun 2019 06:24:59 GMT

I wonder if we are any closer to a resolution?

Re: VIC Complex Assessments | FAQs

Aoife — Mon, 17 Jun 2019 02:06:07 GMT

Hi all,

For all stamp duty related updates in Victoria, please view this Community page: https://community.pexa.com.au/t5/Announcements-Outages-Service/Stamp-Duty-updates-Victoria/ba-p/16357

Kind regards

Aoife

Re: VIC Complex Assessments | FAQs

Aoife — Sun, 16 Jun 2019 23:44:27 GMT

Hi all,

The State Revenue Office (SRO) of Victoria has released its Duties Online (DOL) solution to allow transfers requiring complex/manual duty assessments to be settled and completed electronically.

They have provided the following information:

Cheers

Aoife

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.

Re: VIC Complex Assessments | FAQs

migration_harrysonglawyers — Thu, 13 Jun 2019 01:15:32 GMT

wrote:
wrote:
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 to an earlier date.

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 doesn’t settle within these three business days, a new assessment will be required, and an additional 30 calendar days will be added to the transaction.
So the only way we can settle on the contracted settlement date is to lodge documents with SRO for assessment exactly 30 days before the settlement date? What if that falls on a Sunday or a public holiday? That is completely illogical and unacceptable. This needs to be fixed before it goes live. I understand the need for documents to be lodged at least 30 days before settlement to give SRO time to complete their assessment, but we should not be penalised for getting the documents ready and uploaded 34+ days before settlement.

Totally agree. Please fixed before it goes live. Please understand exact settlement date is fixed by the Vendor, not the SRO. How can the SRO determine the settlement date and purchasers got penalised because they only have 14 days to settle for off-the-plan? How will we know if off-the-plan developments are ready for settlement in 30 days? Unless Vendor gives a 30 days settlement notice, or else the settlement could and should not be determined by SRO. Please have the settlement dates amendable to a grace period of 30 days, which makes more sense. Thank you.

Re: VIC Complex Assessments | FAQs

JessHall — Thu, 13 Jun 2019 00:55:35 GMT

wrote:
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 to an earlier date.

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 doesn’t settle within these three business days, a new assessment will be required, and an additional 30 calendar days will be added to the transaction.

So the only way we can settle on the contracted settlement date is to lodge documents with SRO for assessment exactly 30 days before the settlement date? What if that falls on a Sunday or a public holiday? That is completely illogical and unacceptable. This needs to be fixed before it goes live. I understand the need for documents to be lodged at least 30 days before settlement to give SRO time to complete their assessment, but we should not be penalised for getting the documents ready and uploaded 34+ days before settlement.

Re: VIC Complex Assessments | FAQs

migration_harrysonglawyers — Wed, 12 Jun 2019 05:57:42 GMT

Hi,

Are there any updates that we can change the settlement date determined by SRO? I understand it is stated that we are unable to amend settlement dates by the SRO. But, our firm deals with loads of off-the-plan, foreign nomination settlements.

FAQ: Can I manually change the settlement date submitted by 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 doesn’t settle within these three business days, a new assessment will be required, and an additional 30 calendar days will be added to the transaction.

This is not workable at all.

Thank you.

Re: 10 Digit Account Number For Laboratories Credit Union

Morvanna — Thu, 06 Jun 2019 06:39:13 GMT

Thanks Doug. That is really helpful information. Appreciate it.

Re: Section 22 Notice

Jgal3 — Thu, 06 Jun 2019 01:50:43 GMT

Agreed; this would be a super helpful function and along with the order on the agent, it would be good if it could be set up to send an email attaching the signed document which automatically sends once settlement is complete.

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.

Re: 10 Digit Account Number For Laboratories Credit Union

DougPun — Wed, 05 Jun 2019 06:44:13 GMT

Hey ,

If the account number entered is 10 digits and the account number starts with a zero, then PEXA will automatically remove the zero from the line item and save the account number with 9 digits.

E.g. If the account number entered was 0012345678, then 012345678 is saved as the account number in PEXA.

Cheers,

Doug

Re: 10 Digit Account Number For Laboratories Credit Union

Morvanna — Wed, 05 Jun 2019 06:13:17 GMT

Hi Doug. If there are zero's leading do you drop them off to fit in the account number? Thanks

Re: Improvement suggestion for multiple Title Activity Check window - overshadows other detail when

DMc — Sat, 01 Jun 2019 02:13:01 GMT

Any update on PDF export of WorkSpace documents yet?

Some blank pages are being rendered ATM, seems to be by the inclusion of the '?','Feedback' and 'Help' tabs... even if unselected/turned off 'Background graphics'...

have to shrink TOL by 70%untick of background and Header-Footer link detail still renders blank page

Re: Stamp duty

NMS — Fri, 31 May 2019 04:16:40 GMT

If it helps, I'm pretty sure you can also make stamp duty payments electronically (separately from PEXA) via BPay or EFT.

Re: SOURCE ACCOUNT FOR VENDOR

Ashlee — Fri, 31 May 2019 02:59:24 GMT

I am just wondering if there has been any progress on this ?

Re: Stamp duty

Petramunro — Thu, 30 May 2019 23:40:08 GMT

Thank you for your reply. To avoid this trap happening to others maybe PEXA together with Revenue could put a method place in the workspace indicating that the 3 month period is approaching and the duty should be paid by cheque direct to OSR to avoid penalties.

Re: Stamp duty

MichelleFinn — Thu, 30 May 2019 23:13:55 GMT

HI . There has been no change to the NSW statutory requirement of payment of stamp duty within 3 months from the Contract date. If completion is after this time, to avoid interest, payment should be made manually prior to settlement.

Revenue NSW has however previously advised other practitioners that once the duty assessment is done via EDR it stops interest from accruing for a period of 21 days to allow the matter time to settle and payment to reach them. You can clarify further directly with the eConveyancing team @ Revenue NSW.

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.

Re: Uploading files

SimonV — Wed, 29 May 2019 22:39:58 GMT

I'm pleased to update you that this issue will be resolved in the coming release R10.0.1 due for implementation on the 15th of June 2019.

Thanks for your feedback and patience as we worked to resolve the issue.

Kind regards,

Simon

Re: VIC Complex Assessments | FAQs

Bre — Wed, 15 May 2019 02:44:43 GMT

Hi Jonathan,

Number of MAJOR issues with this policy, but my questions right now relates to your answer to the FAQ "CAN I MANUALLY CHANGE THE SETTLEMENT DATE SUBMITTED BY SRO?"

What do you mean by "predetermined date". Are you referring to our contract settlement date, or are you referring to the date determined by SRO being 30 days from the date of lodgement of the complex assessment? Because if it is the latter, am I right in my understanding then, that should we not settle within 3 business days from the date determined by SRO (even if that is not our contracted settlement date), that the lodgement will have to be re-submitted and another 30 days wait before a new assessment?

For example, what if we lodge a complex duty assessment 45 days in advance of settlement? Assuming of course that by some miracle all of the below variables somehow work in our favour...:

1) The contracted settlement date which is determined by the parties who have NO clue about complex assessments and these requirements, is more than 45 days after signing (noting we have no control over when a purchaser and vendor wishes to settle, but that there are plenty of contract signed up for 30 days or less).

2) That the Vendor (who we are reliant upon to START the form and provide an invitation to us to complete the form and who doesn't know the purchaser's stamping situation) does so with enough time ahead of settlement to have it completed before this cut off time for lodgement. That's not even taking into consideration if the contract has enuring conditions making the contract conditional (eg finance for 14 days or now even longer....) in which case a Vendor would not start work for a purchaser's duty transaction if the contract is at risk of not proceeding to settlement.....

3) That the duties form is signed off by every party to the transaction, which we have NO control over, with longer than this cut off for lodgement before settlement.

If all of this miraculously happens and we submit a complex assessment for lodgement 45 days prior to our contracted settlement date (in which case the SRO would give us a "predetermined" date of 30 days later), are you saying that if we don't settle within 3 business days of whatever date they determine, that we have to re-submit the lodgement again and wait a further 30 days? Or are we able to manually alter the settlement date to match the contract date of 45 days after the lodgement is made?

There are SO many variables to all of this.

Eg, a Vendor who lives in the property who does not know their future address and can't complete the duties form until this is known. OR, any of the parties being away during the contract and unable to sign certain documents or sign the duties form. OR, a mistake being discovered in any party's contact information requiring the form to be edited and therefore re-signed by all parties. OR the complex assessment not being evident until closer to settlement. OR, the Vendor's Conveyancer/Solicitor being slack/too busy and not completing the Vendor's information and sending an invitation to us until it's already too late. OR, a contract being signed for a 30 day settlement. OR, a contract with a 45 days settlement subject to BIR and PIR or a finance clause. etc. etc.

How can the SRO dictate to us that 30 days prior we must submit an assessment if it is to be complex when sometimes we don't even know if a matter is to be complex until much later? All of these factors need to magically fall into place to ensure our purchaser client doesn't cop penalties from the Vendor or, worse yet, lose a 10% deposit because a Vendor serves a rescission notice for failure to settle on time due to us waiting for the SRO to complete an assessment?!

Have you taken Off-The-Plan matters into consideration when you made this determination?! Where a purchaser is given only 14 days notice to settle a matter as determined by the Vendor. If a purchaser of an OTP property has a complex assessment, then what?! Who's going to pay the purchaser's penalties for more than 2 weeks whilst the SRO makes a determination on their payment of duty? What if the Vendor serves a rescission notice (eg. because the value has increased in the time it has been under contract and they know they can sell to someone else) whilst the purchaser is still waiting for a duty assessment and subsequently loses their 10% deposit plus costs?!?!

What happened to a purchaser being entitled to pay stamp duty up to 30 days after settlement? Why couldn't that be an option for complex assessments so as not to put Purchaser's in jeopardy of losing a property and thousands/hundreds of thousands of dollars for something they have no control over and no knowledge of?

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 !

Re: LTO Timings

TheresaTing — Tue, 07 May 2019 05:23:36 GMT

Hi Shilpa

You can find the list of times for lodgement and financial settlement availability for all states in PEXA's Hours of Operation.

This used to be in Section 8.2 of the Service Charter but now has its own page.

Hope this helps!

Regards

Theresa

Re: Uploaded files

jwalden — Fri, 03 May 2019 06:57:21 GMT

I agree.

I upload most documents that need to be sent to the bank, ie. DOM, SRO settlement statement etc. However, I email them as well because I can not tell if the bank has viewed them in PEXA or not.

It's double handling that doesn't need to happen.

Thanks,

Jayde

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.