This program will give you an introduction to PEXA, how it works and how it can help you transform your business processes.
Here you’ll find more than 230 help articles and videos to assist you.
Keep up to date with the latest PEXA product releases, and read up on the property blog.
I received many invites to workspace where the name of the property owner has not been included; therefore I spending a lot of time searching records to find who the invite refers to.
My suggestion is to make a field in the invite where the property owner is mandatory or auto populated in so it can not be deleted; especially for Caveats. This would save time.
Thanks for the feedback. When you're invited into a workspace to represent the vendor, their name is listed in the 'Client Name' field.
However, I can see that when you're invited into a workspace to withdraw a caveat, only the caveator is listed and not the vendor. I'll add this to our to-do list.