Select the representative role of Incoming Caveator.
Enter the land title reference number and click Validate.
Type your Workspace Subscriber Reference.
There is no Financial Settlement.
Select Now to request Land Title Data.
Select your Workgroup.
Save your Workspace.
Note: Multiple land titles can be added to a Workspace.
Confirm land title details
It is important to review the Land Titles screen to make sure the information returned from your Land Registry into PEXA is as you expected. To do this:
Select Land Titles located on the left hand navigation.
Review the land title details returned from the Land Registry. Note: If you have multiple land titles to add you can add them here.
Create Party Details in the Participant screen
Select Participants 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.
Click Save. Note: All parties affected by the Caveat must have address details entered against their Party record via the Participants screen.
Create New Caveat Document
Navigate to the Documents screen.
Click Create Document.
Because you selected the role of Incoming Caveator, PEXA knows you wish to create a caveat.
Enter details into the relevant fields.
Click Save. Note: You will notice that the caveat and the lodgement instructions have both been created.
You can now Sign the caveat.
Edit the Lodgement Instructions
You will need to Edit the Lodgement Instructions to progress your status to Prepared.
Navigate to the Action Cog against the Lodgement Instructions. Review the information and click Save. You can now view and 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.
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. Documents are verified between PEXA and the Land Registry for any errors.
Wait for the auto refresh to progress the status to Signed and Successful.
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 Action 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 is received by the Land Registry, they provide a Dealing Number for the caveat. PEXA will return a status of Lodged for the lodgement instruction and when registered, Registered for the caveat.
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.