Last updated: 5 September 2019
Jurisdiction: ALL
Additional Resources: Help Card
If you're not already using PEXA Projects, you can self-activate by navigating to the "navigation icon" in PEXA Exchange and selecting PEXA Projects.
We've prepared an FAQ post and interactive demos to show you how PEXA Projects works:
You can download a printable Help Card at the bottom of this article.
PEXA Projects Help Guide
Getting Started in PEXA Projects
- Understanding the Workflow for Proprietor on Title and Mortgage on Title
- Self activate for PEXA Projects
- Logging in to PEXA Projects
Creating a Project and workspaces (Proprietor on Title)
- Creating a new Project
- Editing Project information
- Uploading bulk workspaces
- Manually adding workspaces
- Bulk Upload Workspaces
- Bulk Upload Financials
Land Titles (Proprietor on Title)
- Adding a parent land title
- Updating child titles
Invite Participants
- Inviting or adding mortgagees to the Project
- Inviting the incoming proprietor
- Responding to participation requests
- Enabling auto-representation
Manage Financial Account
- Lock financial account
- Bulk create documents
- Discharge of Mortgage (VIC, NSW, WA, SA and QLD)
Propose Settlement Date (Proprietor on Title)
- Step 1. Proposing a Settlement Date
- Step 2. Accepting the Settlement Date
- Step 1. Entering Financial Data
- Step 2. Signing the Financial Settlement Schedule
Navigating the Dashboard (Proprietor on Title)
- Acceptance status
- Lodgement status
- Financial settlement status
- Participant tab
- Document data tab
- Settlement date tab
- Financial tab
Navigating the Dashboard (Mortgagee on Title)
- Summary tab
- Documents tab
Completion of Project
- Archive a Project
Try out PEXA Projects with our interactive demo
Mortgagee on title - Click on "I'd like to try myself" to get started. Note: To open the simulator in a new screen, click here.
Help cards
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