on 20-08-2019 02:57 PM
Has anyone had the issue recently where ANZ issue a conditional approval whereby the Transfer must be provided before final approval is issued. ANZ are already in the workspace and Transfer is prepared but the assessment team say they cant view the workspace so we need to do a manual transfer for them to issue mortgage documents.
Until I stamp I cant view the completed Transfer in Pexa to print and send onto ANZ. If I prepare an old one, this is not what they will be receiving on settlement - not to mention the waste of time preparing it!
Surely they can have their settlement team view the Transfer for the assessment team or give the assessment team access to Pexa!
on 21-08-2019 05:11 PM
This is PEXA and the banks' response to the issue: https://community.pexa.com.au/t5/Bank-Blog/Clarification-on-Financial-Institution-Requests-for-copy-...
Basically, you can send the bank a screenshot of the transfer details and this should be sufficient.
on 02-09-2019 01:48 PM
I have had the same issue with a few different banks and to solve it, I prepare a 'proposed' transfer with the old paper form and send that to them, they seem to accept that with no issues, good luck.