PEXA Help Cards

[JemmaHirst]

We have been developing a suite of Help Cards to assist Subscribers transacting in PEXA. These are quick reference guides intended to provide a high level overview of the steps involved in completing transactions.

Each of the articles listed have the help cards uploaded at the bottom of the article which are downloadable. Please refer to these links so you always have the latest versions of the help cards.

• Transfers as the Incoming Proprietor
• Transfers as the Proprietor on Title
• VIC Part Tenancy Transfer
• NSW Part Tenancy Transfer
• VIC Transfer by Third Party
• VIC Transfer of Interest
• Lodging/Withdrawing Caveats
• VIC Survivorship Applications (ASP)
• VIC Transmission Applications (APR)
• SA Transmission Applications
• NSW Transmission Direct to Beneficiary
• NSW Transmission Application (APR)
• SA Lodge and Discharge an Encumbrance
• Linked Settlements
  • Linked Sequential Financial Settlement
  • How to complete Simultaneous Settlement
  • Key points to a Linked Settlement

• PEXA Projects (PoT and MoT)
• Refinance as the Mortgagee on Title
• Refinance as the Incoming Mortgagee
• Standalone Discharge of Mortgage
• Standalone Mortgage
• Create a Priority Notice
• Nominations
• Consents
• Create Users
• Create/Maintain Workgroups
• Express Refinance
• Settlement Adjuster
• Workspace Settings 
  • Workspace Roles
  • Acting for multiple roles
  • Allocate Workspace to Workgroup
• Transfer of CT Control

Do you have any other help cards you would like created? Comment below and let us know!

[TheDoctor]

Hi Jemma,

Fast (Rapid) Refinance as Incoming Mortgagee.

Fast (Rapid) Refinance as Mortgagee on Title.

I know these will be very similar to the normal refinance ones but they are a little different.

The order you need to do things in differs (mortgage creation before you can select Rapid Refi and send invitations).

The settlement date timeframe guidelines differ.

Perhaps also some detail on how the PEXA fee works with these as well. (all charged to the IM)

Also, not all users are on Community. Will these Help Cards be available via Dashboard?

[TheDoctor]

Oooh, also -

Consent to 2nd mortgage workspaces, both as IM and as CT Controller.

May need to have some specifics around WA paper titles for 2nd mortgages as well.

thanks

Brett

[JemmaHirst]

Great feedback @TheDoctor!

I shall add fast refi and consents to second mortgage to my Help Card 'to do' list.

Keep the ideas coming!

[Avalon]

Hi there

I am doing my first sale with the vendor being the incoming mortgagee.   I wouldn't mind some help with that.  

Thank you   Avalon