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Use the following steps as a guide to completing a transfer with financial settlement in PEXA representing the vendor in New South Wales.
Either: Create a New Workspace
The Incoming Proprietor should:
Note: If you are representing the Purchaser, refer to Completing a Transfer Representing the Purchaser.
The Mortgagee on Title should:
Note: The financial institution who is the Mortgagee on Title was invited to the Workspace in a previous step.
Note: The Unencumbered Certificate of Title (CT) was issued before 2004
Note: Select View if no changes are required. Select Edit to update any of the details in a document.
Note: Editing lodgement instructions un-signs documents in the lodgement case. Select View if no changes are required.
Note: The workspace must be in Ready status for settlement to be successful.
Optional - Set up automated emails to real estate agents
You can set up automated emails to be sent to the real estate agent on successful settlement. This removes the manual step of sending the email, read the instructions here.