PEXA Tracker is a search tool that produces a view-only summary of a Workspace. It is available to Financial Institutions who are PEXA Exchange Subscribers.
Why should I use PEXA Tracker?
If you are not a user of PEXA Exchange, it can be difficult to obtain updates on the status of a client’s PEXA settlement. PEXA Tracker provides you with a view-only summary of a Workspace, helping provide you with greater visibility of a matter. This enables you to monitor the progress of upcoming settlements and verify the status of Workspaces from the convenience of your desktop or mobile device.
Who do I contact if I want access to PEXA Tracker?
For more information about PEXA Tracker, or to inquire about gaining access, please contact us firstname.lastname@example.org
Can I view PEXA Tracker on multiple devices?
Yes. PEXA Tracker is available on PCs, Macs, mobile devices and tablets by logging on through a web browser.
Who can use PEXA Tracker?
Staff of a financial institution which is a subscriber of PEXA Exchange who do not have access to PEXA Exchange i.e. Relationship Manager, BDM.
What information does PEXA Tracker provide?
PEXA Tracker provides high level information contained in a Workspace that your organisation is a party to.
How do I look up a Workspace?
Workspaces can be searched using either the land title reference, subscriber reference or Workspace ID by inputting the details into the search bar and selecting ‘Search.’ Search results should appear for any workspace containing the characters entered in the search bar.
Workspace information The Workspace screen contains 3 main sections beneath workspace search bar. To see tips about what each heading means, hover your mouse or tap over it to see explanatory information.
Workspace Summary Panel
This section includes the Workspace reference for your organisation (eg. ‘Grant-12238MatterTFR’ in the screenshot), PEXA workspace ID number, land title reference, Workspace status, settlement date and time, transaction type, the state or jurisdiction of the title, and if it is part of a multi-lot development, the project reference.
Documents and finances are still being prepared by participants
Documents have been prepared and are ready to be signed. Stamp Duty verification and Lodgement verification are successful
All documents have been digitally signed by the required parties and lodgement verification is successful
Documents are being lodged with the land registry and financial settlement has been initiated
Documents are lodged with the land registry and financial settlement is complete
Just below the Workspace information panel, key activities are listed with a row for each participant. The participant’s role in the settlement is followed by their subscriber name (their organisation), whether or not they have accepted the settlement time, the documents they are required to sign along with their status, and whether or not they have signed the Financial Settlement Statement. To give clarity to what each participant should focus on, extra information is included with many of the ‘not signed’ statuses.
The final section of the Workspace page shows participants who have been invited, but have not yet joined, the Workspace.
What if the Workspace I’m looking for is not appearing in the search results?
Check that the information you have entered into the search bar is correct. Alternatively, try another method of search i.e. land title instead of workspace ID.
Why can’t I login to PEXA Tracker?
If a you have forgotten your password, please click on the ‘Forgot Password’ link below the login form and follow the prompts. If you are not a registered PEXA Tracker User, you will need to contact your organisation’s PEXA Tracker Manager or Administrator.
Can I access both PEXA Tracker and PEXA Exchange?
PEXA Tracker was designed for users who are not eligible for access to PEXA Exchange.
Can PEXA Tracker be viewed on multiple devices?
PEXA Tracker is available on PCs, Macs, mobile devices and tablets through a web browser. This means you do not need to download or install an application through either the Apple App Store or Google Play Store for Android.