Enter Land Title(s) reference number and click Validate
Type in your Subscriber Workspace Reference. This is your matter number or a unique reference of your choice.
Select Now to request land title data
There is no Financial Settlement
Select your Workgroup. This will default if you are part of one Workgroup only.
Note: Multiple land titles can be added to a Workspace (up to 20 per Workspace).
Review the Land Title
It is important to review the Land Titles screen to ensure the information returned from your Land Registry into PEXA is as you expected. To do this:
Select Land Titles from the left hand side navigation.
Review the land title details returned from the Land Registry, such as the property address, proprietor, property description, registered mortgage(s), caveats, dealing numbers etc that are currently on the title.
Note: If you have multiple land titles you can add them here.
Create Party Details in the Participant
Select the party you wish to represent in PEXA.
Navigate to the Participants screen from the left hand side navigation.
Click Create Party.
Select I Represent this Party.
The role will default to Incoming Caveator.
In Party type, select Individual.
Enter Party details, including Party Type, Date of Birth and Current/ Future address. Note: All parties affected by the Caveat must have address details entered against their Party record via the Participants screen.
Repeat this procedure for each party you are representing.
Note: If an information icon appears next to a party's name, this indicates that the party is missing some information. If the cog is active, then click the cog and update the party's details.
Create New Caveat Document
Click Documents on the left hand side navigation.
Select Create Document.
Select the Caveator Party record.
Confirm the correct Land title(s) are selected.
Select the Registered Proprietors affected by this caveat and add their address.
Select the Estate or Interest Claimed.
Select the Claim Category.
Enter details supporting the claim. Note: Not required for Contract of Sale Claim Category.
Enter the Date of Interest claimed.
Select a type of Prohibition. Note: Qualification details is optional and only required if you wish to expand or restrict the Action Prohibited.
Confirm the Service of Notice details are correct. Note: Single Service of Notice Address: This must be a NSW Street Address.
Confirm Caveat Statements.
Note: Because you selected the role of Incoming Caveator, PEXA will know you intend to create a caveat. Therefore you will automatically be taken to the Create/Maintain Caveat screen.
You will notice that the caveat and the lodgement instructions have both been created. The Document status will initially be at In Preparation status for lodgement instructions. The lodgement instructions will then be verified with the Land Registry. After it is successfully verified, the Document Status will automatically move to Prepared status.
You can now Sign the caveat.
Before you Sign the caveat, it is important to view the rendered document to confirm details. Sign the caveat and lodgement instruction at the same time.
You must Run Java before you can Sign.
Select the Sign all checkbox, if available, or select the documents for Signing.
Click Sign Documents.
Enter your password for the Digital Certificate when prompted. At this stage, PEXA and the Land Registry will verify the documents to check for errors. Once the screen refreshes it will display as Signed and Successful and you will be able submit the caveat for lodgement.
Lodge caveat with your Land Registry
You are now ready to submit the caveat for lodgement with your Land Registry.
From the Documents screen:
Click the Actions cog and select Submit for Lodgement for the lodgement instruction.
The Document Status for both the lodgement instruction and caveat moves to Lodging. Your Workspace is now locked and the documents have been submitted to your Land Registry for lodgement.
When a lodgement case is received by the Land Registry, a dealing number is provided for the caveat. PEXA will return a status of Lodged for the lodgement instruction. Once examination is completed by the Land Registry, the status of the caveat returned to PEXA will be Registered. The PEXA auto refresh occurs every 10-15 seconds after verification and lodgement.
Note: You may have to manually refresh to progress the screen from Unregistered to Registered.
Also, the Workspace status is now at Complete and moves to the completed folder in PEXA from the Active Screen on ‘your dashboard’. To view this, navigate to the Workspace Summary screen in the Completed folder.