Participation requests are automatically sent in PEXA Projects so invited parties can join a Project.
- MOT respond to the Participation Request (PR) - MOT can respond to bulk Workspace participation requests via the Participation Request feature in PEXA Exchange.
- Enable Auto-Representation - Mortgagee on Title must set up frequently represented parties in PEXA Exchange
- Bulk Withdrawal of Workspaces—Ability to Bulk Withdraw their participation.
Responding to participation requests
If a mortgagee has been received a participation request to which they’ve not responded, it appears as a PR notification in the PEXA Exchange Workspace.
Mortgagees on Title and any subscriber wishing to act as a Mortgagee on Title can view pending participation requests via the PRs link in PEXA Exchange. Participation requests will remain pending until the mortgagee responds to it.
NOTE: If auto-representation is required, please see Enabling auto-representation, as this should be conducted before actioning the PRs.
- Log in as Mortgagee on Title.
- If you’re in PEXA Projects, click My MoT Projects > Outstanding Participation Requests, otherwise skip this step.
You’ll be redirected to the PEXA Exchange Workspace. - In PEXA Exchange, click the PRs link.
A list of all pending requests is displayed. - From here, click View to open a participation request and choose one of the following:
- Accept the request to join the Project.
Upon accepting a participation request, the mortgagee is added to all current and future Workspaces for the Project. Mortgagees also have the option to allocate a Workgroup to a specific Workspace. - Decline the request to join the Project.
The mortgagee must provide a reason for declining, which the proprietor can see on the Outstanding or declined Participations Requests screen. Declining the request removes it from the Pending list. Mortgagees remain named in the Project until the proprietor removes them by updating the mortgagee detail. - Forward the request to a panel member or related entity so that they can join the Project.
By forwarding the participation request, the request remains pending until the forwarded member accepts or declines the request.
Once the mortgagee has responded, the proprietor’s dashboard is updated to reflect the acceptance status. The proprietor can view and edit the mortgagee’s details anytime up until the request has been accepted. - Accept the request to join the Project.
Enabling auto-representation
To enable auto-representation, the Mortgagee on Title must set up frequently represented parties in PEXA Exchange.
- In PEXA Exchange, the Mortgagee on Title sets up frequently represented parties.
- Mortgagee on Title accepts the participation request.
- In PEXA Projects, the Proprietor on Title uploads child titles that lists the Frequently Represented Party as the Mortgagee on Title.
- In PEXA Exchange, navigate to the Participants screen and you'll now see that the Mortgagee on Title auto-represents the frequently represent party.
Bulk Withdrawal of Workspaces
In cases where a user mistakenly accepts bulk workspace participation requests for the Project, they have the ability to Bulk Withdraw their participation.
Steps to Bulk Withdraw from workspaces
- Log into PEXA Projects using your credentials. Find the project in the list (use the search function above to help you). Click on it to open the project. From the PEXA Project Dashboard locate the Project you wish to withdraw from and select the Project Reference link to enter the Project.
- On the side navigation panel, select Manage Workspaces and Bulk Withdraw Workspaces.
- On this screen you can select which Workspaces you would like to withdraw from. You can go through the list or use the search function. Select the check boxes next to the Workspace you'd Like to withdraw from. From the Bulk Withdraw screen, Workspaces can be withdrawn from individually or all Workspaces within the Project can be Withdrawn from in Bulk.
- To Withdraw from all Workspaces select the Checkbox beside WORKSPACE ID title column
- This will automatically check all Workspaces in the lsit
- To Withdraw from individual Workspaces use the check box beside each individual PEXA Workspace reference to manually select the Workspaces.
4. Once you have selected the Workspaces you want to withdraw from, click BULK WITHDRAW in the right-hand corner.
5. Select YES from the Do you wish to proceed with the change? question to complete the participation Withdrawal.
6. After you click YES, you will be taken back to the main Dashboard with a message confirming the withdrawal.
