Transfer representing the vendor in SA | Help Centre

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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. 

Before you begin try using our interactive simulator to assess if your SA Transfer can be processed in PEXA.

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.

Either: Create a New Workspace

1. Click on Create New Workspace. 
   
    
   • Jurisdiction = SA
   • Transaction Type: Sale
   • Role = Proprietor on Title
   • Land title(s)
   • Subscriber Workspace Reference
   • Request land title data now 
   • Primary Default Workgroup
   • Financial Settlement Date and Time
2. Click Save. 

or, Accept an Invitation

1. Click Invitations.  
   
2. Review the Invitation sent from the Incoming Proprietor.
3. Select Accept. 
4. Enter your Subscriber Workspace reference (your unique identifier for the workspace, e.g. matter number).
5. Following acceptance of the invitation, Accept or Propose a new settlement date & time.

Review Land Titles

1. Navigate to the Land Titles screen.
2. Review the land title details returned from the Land Registry (including proprietors on title, any existing caveat or mortgage details).

Confirm Representation of Party

1. Navigate to the Participants screen.
2. Locate the Proprietor on Title parties.
3. From the Actions column, select Edit Party. 
   
4. Ensure I Represent this Party is selected.
5. Enter client details, including date of birth and address details
6. Click Save. 

Invite Participants

1. Select Participant and then Invite Participant. 
2. Invite Incoming Proprietor: Invite the PEXA Subscriber who is representing the Incoming Proprietor (if not already in the Workspace)
3. If the title is encumbered, invite Mortgagee on Title.

Monitor the Incoming Proprietor’s Completion of Tasks

The Incoming Proprietor should:

• Accept your invitation
• Accept or Propose a new settlement date & time
• Create Party
• Invite Incoming Mortgagee
• Create Transfer
• Verify Stamp Duty

Note: If you are representing the Purchaser, refer to Completing a Transfer Representing the Purchaser. 

If the Title is Encumbered, Monitor Mortgagee on Title’s Completion of Tasks

The Mortgagee on Title should:

• Accept your invitation
• Accept or Propose a new settlement date & time
• Create Discharge document
• Sign Discharge

Note: The financial institution who is the Mortgagee on Title was invited to the workspace in the previous step.

Confirm Document Details

1. Navigate to the Documents screen. 
2. From the Actions column, select View and then Transfer. 

Note: Select View if no changes are required. Select Edit to update any of the details in a document

View Lodgement Instructions

1. From the Actions column, select View and then Lodgement Instructions. 
2. Confirm Order of Lodgement.
3. Confirm Responsible Subscriber.

Note: Editing lodgement instructions un-signs documents in the lodgement case. Select View if no changes are required.

Sign Lodgement Instructions

1. From the Actions column, select Sign and then Lodgement Instructions. 

Receiving funds: Complete Destination Line Items

1. Navigate to the Financial Settlement screen. 
2. Select the Destination tab.
3. Add Destination fund line items for the transaction (e.g. Vendor’s funds, conveyancing fees).

Sign Financial Settlement Schedule

1. From the Actions column, select Sign and then Sign Settlement Schedule. 

Monitor Workspace

• 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

Note: The workspace must be in Ready status for settlement to be successful

Successful Settlement

Check that:

• All documents are signed and lodgement verification is successful
• Financial Settlement is correct and balanced

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.