Bulk create documents lets you efficiently create multiple documents across multiple Workspaces. Instead of individually creating a document in each Workspace, Mortgagee on Titles can use this tool to generate multiple documents for selected Workspaces with just one click.
Bulk create Discharge of Mortgage (NSW, VIC, QLD, WA*)
Subscribers in the role of Mortgagee on Title can take advantage of bulk creating Discharge of Mortgage documents across multiple Workspaces.
* Note: Currently, bulk creating Discharge of Mortgage documents is supported in all states except SA. From Release 5.3.1, the ability to create bulk discharges will be available in SA.
If you are representing the Mortgagee on Title, then you must confirm the representation in the PEXA Platform first before you create a Discharge document.
Log in to PEXA Projects as a Mortgagee on Title.
Click Create Documents.
Select the Workspaces for which you wish to bulk create Discharge documents and then select an option:
By all Workspaces—Discharge Documents are created for all Workspaces.
By Workspace(s)—Discharge Documents are created individually for the selected Workspace(s).
Note: If there is more than one mortgage registered on title, select all mortgages for which you are creating a Discharge document.
Click Create Discharge Documents.
The documents are also created in the PEXA Platform.
Note: PEXA creates the documents in the background and this may take time depending on how many documents there are to create.
Navigate to Project Dashboard > Documents to view the created documents. Tip: If the documents have been successfully created, there will be a green tick icon against the document under the Discharge Created column.
Click through the documents and sign it when you are ready.