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Use the following steps as a guide to completing a transfer with financial settlement in PEXA representing the vendor in South Australia.
A flow chart of the transfer process can also be downloaded at the bottom of this article.
Refer to this article on How to Complete a Transfer Representing the Purchaser in SA.
You can start by either Creating a New Workspace, or Accepting an Invitation.
The Incoming Proprietor should:
Note: If you are representing the Purchaser, refer to Completing a Transfer Representing the Purchaser.
The Mortgagee on Title should:
Note: The financial institution who is the Mortgagee on Title was invited to the workspace in the previous step.
Note: Select View if no changes are required. Select Edit to update any of the details in a document
Note: Editing lodgement instructions un-signs documents in the lodgement case. Select View if no changes are required.
Note: The workspace must be in Ready status for settlement to be successful
Optional - Set up automated emails to real estate agents
You can set up automated emails to be sent to the real estate agent on successful settlement. This removes the manual step of sending the email, read the instructions here.
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