Create a Caveat - VIC | Help Centre

Create a Caveat - VIC | Help Centre
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The PEXA System integrates with the Land Registry so that a caveat can be lodged against a title electronically, in real-time. 

PEXA lets you rapidly lodge Caveats electronically as the structure of claim statements and prohibitions is standardised. This minimises inconsistencies and variations that often result in time delays and requisitions. A caveat can also be withdrawn, when it is no longer required, using the Withdrawal of Caveat document.


The Australian Institute of Conveyancers is running a specialised Caveat Workshop through the ECA training program. Find out more and register to attend the session here. 


Create a Caveat

Watch the video:


Practice creating a Caveat with the interactive tutorial below:

  • Click "I'd like to try it myself"! Or to launch the tutorial in a new screen, click here.

Additional Information on Caveats

Step by step INSTRUCTIONS on Creating a caveat 


Important: In R11.0.0, we're going to remove the Actions Cog button from the Participants and Documents screen. This affects the navigation path to select action items on these screens. We will update the help articles soon to reflect these changes.
  1. Login and create new workspace
  2. Open
  3. Login using your PEXA login email and password. 
  4. Click on Create New Workspace.  
    • Jurisdiction = VIC
    • Role = Incoming Caveator 
    • Enter Land Title(s) and click Validate
    • Subscriber Workspace Reference 
    • No Financial Settlement
    • Request land title data now 
    • Default Workgroup
  5. Click Save

Confirm land title details

  1. Navigate to the Land Titles screen.
  2. Review the land title details returned from the Land Registry.

Add Party

  1. Navigate to the Participants screen.
    • Select Participant and then Create Party.
    • Select I Represent this Party.
    • Role = Incoming Caveator.
    • Enter Party details.
  2. Click Save.

Create New Caveat Document

  1. Navigate to the Documents screen.
  2. Click Create Document
    • Select the Caveator Party record.
    • Confirm the correct Land title(s) are selected.
    • Select the Caveator Party.
    • Confirm the Service of Notice details are correct.
    • Confirm the correct Land title(s) are selected.
    • Select the Claim Category and associated Statement of Claim.
    • Select the Estate or Interest Claimed.
    • Select a type of Prohibition.
    • Enter Customer Reference number.
  3. Click Save.

View the Documents

Once the documents are Prepared and Successful:

  1. From the Actions column select View to view the Lodgement Instructions and Caveat prior to signing

    Note: Only Edit if changes are required. 


  1. From the Actions column select Sign to sign the Lodgement Instructions and Caveat


Submit for Lodgement

Once the documents have been signed:

  1. From the Actions column select Submit for Lodgement

Withdraw a Caveat

Watch the video:


Practice withdrawing a Caveat with the interactive tutorial below:

  • Click "I'd like to try it myself"! Or to launch the tutorial in a new screen, click here.

Distinguish yourself as an e-Conveyancing expert

As a PEXA member you can take advantage of our expert e-Conveyancing learning and enablement program: PEXA Certified. Becoming PEXA Certified lets your clients and colleagues know that you are proficient in e-Conveyancing and have hands-on experience successfully completing e-Conveyancing transactions.

In order to achieve certification; lawyers, conveyancers and other staff who complete conveyancing transactions, will complete a series of learning modules, developing in-depth knowledge of e-Conveyancing whilst demonstrating mastery in preparing and settling PEXA transactions.

To support your e-Conveyancing journey, PEXA Certified incorporates a range of learning materials including instructional articles, how-to videos, interactive tutorials and learning checkpoints designed to suit everybody’s learning style.

Once you have achieved your certification, you may be able to claim CPD points.