Review the Invitation sent from the Proprietor on Title.
Enter your Subscriber Workspace reference (your unique identifier for the workspace, e.g. matter number).
Review Land Titles
Navigate to the Land Titles screen.
Review the land title details returned from the Land Registry (including proprietors on title, any existing caveat or mortgage details).
Edit the Address details of the Land title.
Confirm Representation of Party
Navigate to the Participants screen.
Click Create Party.
Select I Represent this Party.
Role = Incoming Proprietor.
Enter client details, including date of birth and address details.
Select Participant and then Invite Participant.
Invite Seller as Proprietor on Title.
If a Mortgage is to be lodged, invite the financial institution who is the Incoming Mortgagee.
Navigate to the Documents screen.
Click Document and then Transfer.
Complete the Transfer details.
Complete Form 24 Part A
From the Actions column, select Edit and then Form 24 Part A.
Complete the Form 24 details.
Verify Stamp Duty
Navigate to the Stamp Duty screen.
Click Enter Duty Information.
Select the appropriate Transfer Duty option.
Click save and receive your unique OSR Transaction number.
Using the OSR Transaction number you received in the PEXA Workspace, locate the duty transaction and complete your application for duty assessment.
Once duty assessment is complete, return to PEXA.
From the Actions column, selectVerify Duty to confirm the duty results.
Monitor the Proprietor on Title’s Completion of Tasks
Navigate to the Documents screen, and review that the Proprietor on Title actions the Transfer and Form 24B documents.
Monitor that Incoming Mortgagee Creates and Signs Mortgage Document
Navigate to the Documents screen, and review that the Incoming Mortgagee actions the Mortgage document.
Review the Documents screen and monitor completion of tasks by other participants
From the Actions column, select View to view a rendered version of the document.
View Lodgement Instructions
From the Actions column, select View next to Lodgement Instructions.
Confirm Order of Lodgement.
Confirm Responsible Subscriber.
Note: Editing lodgement instructions un-signs documents in the lodgement case. Select View if no changes are required.
Sign Lodgement Instructions
Note: If you are the Responsible Subscriber (i.e. the lodging party), you are the only participant required to Edit and Sign the Lodgement Instructions. If you are not the Responsible Subscriber, you are only required to Sign the transfer and its supporting documents.
From the Actions column, select Sign next to Lodgement Instructions.
Providing funds: Complete and Verify Source line items
Navigate to the Financial Settlement screen.
Select the Source tab.
Add Source funds where necessary (e.g. Purchasers equity).
From the Actions column, select Verify Funds to verify the line item.
From the Actions column, select Authorise to authorise any Trust source accounts.
Select the Destination tab.
Add Destination funds where necessary (e.g. Water authority, local council, conveyancing fees).
Sign Financial Settlement Schedule
From the Actions column, select Sign and then Sign Settlement Schedule.
Review your Workspace and monitor any changes to the Workspace right up to settlement via the Workspace Summary screen.
You also receive email notifications informing you of changes to the Workspace.
The workspace must be in Ready status for settlement to be successful.
Any changes to the title 1 hour prior to settlement triggers a Positive TAC notification. This must be acknowledged by Incoming parties for settlement to proceed.
All documents are signed and lodgement verification is successful.