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Financial Settlement Help Centre Articles

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Financial Settlement Help Centre Articles
Category:
  • Financial Settlement
EmilyBilling
EmilyBilling Product Owner
Product Owner
‎19-07-2016 10:10 AM
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  • Financial Settlement Overview

 

Enhanced Settlement Summary (ESS)

  • PEXA's Enhanced Settlement Summary
    • Enhanced Settlement Summary workflow
    • Auto calculation of vendor surplus
    • Auto calculation of source funds
    • Setting up auto calculation (MOT)
    • Setting up auto calculation (POT)

  • Single Workspace for Settlement
  • Financial Settlement for Related Conveyancing Transactions
  • Execute Settlement
  • Multiple Workspaces Linked for Settlement
  • Related Dealings
  • Lodgement Override
  • Stamp Duty
  • Complete Destination Details
  • Complete Source Details
  • Accept Settlement Date and Time
  • Priority Notices (NSW and VIC)
  • Priority Notice FAQs 
  • Mortgage and Discharge of Mortgage (VIC and WA)
  • Acting as a Source Funder
  • Confirming funds required to settle
  • Corrective Payments
  • Underlying Account Details and Final Account Details

Simultaneous Settlement in PEXA

  • How to complete a Simultaneous Settlement in PEXA
  • What is a Linked Financial Settlement?
  • Key points for Linked Financial Settlement
  • How to Stop Financial Settlement for a Workspace

Simultaneous Lodgement in PEXA

  • How to do a Simultaneous Linked Lodgement
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