A PEXA Conversation is a simple and secure way to communicate with other participants within a Workspace. You can start a conversation to guide other participants in the completion of your transaction or to ask for additional information or assistance.
PEXA Conversations functionality allows you to:
Create a new conversation
Create a new message in a conversation
Change a conversation priority
Invite other participants to join a conversation
Remove a conversation that has been initiated by your subscriber but has not been replied to
To protect sensitive information, conversations between specific roles in a Workspace are restricted:
Incoming Proprietor’s representative andMortgagee on Title, and vice versa, and
Proprietor on Title’s representative andIncoming Mortgagee, and vice versa.
Creating a Conversation
Open your Workspace and select Conversations from the left navigation panel.
Select New Conversation.
In the To field select the Participant(s) you wish to add to the conversation. Note: You can only add participants who are assigned to the selected Workspace.
In the Subject field type the subject of the conversation e.g. Property visit.
In the Message field type your message.
Check the High importance box if the conversation is important.
Result: The new conversation appears in your Conversation List.
Responding to a Conversation
You can respond to a Conversation directly from the Unread Conversation dashboard.
Open your Workspace and click Unread Conversations from the left navigation panel.
A list of unread messages displays.
Select Action cog > Reply on the message you want to respond to.
Type in your message and then click Send.
Printing or saving a Conversation
If you want to save a copy of the Conversation to file or print it on paper, you can use the browser's 'print' feature.
Open your Workspace and click Conversations from the left navigation panel.
A list of messages displays in the Conversation List panel.
Double-click on a Conversation to open it.
Using your mouse, right-click anywhere on the screen and select Print.
From here, you can choose to send to printer, or save as a PDF file: