I act for a mortgagee and do quite a lot of discharges where our client is being refinanced. The incoming bank will send the PEXA invite with a settlement date nominated but still "pending" from their side as below:
My issue is that if I don't accept that settlement date and the date is subsequently accepted by the incoming mortgagee, I don't receive any notification. This creates issues as I have to keep going back into the workspaces to see if settlement has been accepted by the incoming so I can book settlement and order the payout with my client (obviously this is not productive). Alternatively I have to accept the settlement date and order the payout only to have the incoming advise they're not ready (usually once payouts have been provided) and push settlement back (again not productive). Is there anyway that notifications can be tailored to individual needs so that I can receive notification once any party accepts the settlement date instead of just all parties as it is now?