We understand that transitioning from paper to electronic conveyancing has its own hurdles. That’s why we’ve developed some in-app help to guide you through how to transact in PEXA.
Here are some key benefits of using WalkMe in PEXA:
We’ll guide you thru
Whether you’re new to PEXA or you’ve been using PEXA for a while, there might be a time when you’re not quite sure how to complete a specific transaction. Don’t worry, if a Walk Thru is available for that transaction, we’ll guide you through the process from start to finish. Walk Thrus are also super handy for new transaction and document types in PEXA.
Although it’s not perfect, we’ve designed our Walk-Thrus to guide you through the most common scenarios. If your transaction is a little more complex, or there are multiple participants in the Workspace, please refer to the Help articles.
Here are some common transactions you can “Walk Thru”:
We do the filtering for you
Finding content with WalkMe saves you time. Have you ever tried to search for a specific help article on the PEXA Community website only to sift through pages of results to find the relevant help article? If you use the Help widget to do the search, we’ll bypass the clutter and filter only help articles so you can find that article, faster!
We help validate your Workspace
A common reason why your Workspace isn’t ready for lodgement is that there is missing information or your Workspace isn’t set up correctly. By using our Walk Thrus to create the transaction, we’ll guide you through how to correctly set up your Workspace. In addition, we’ve also created a short Walk Thru that checks the readiness of your Workspace and will flag any areas that may require attention.
For more information about WalkMe in PEXA, click here.