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Order on the Agent

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  • Order on the Agent

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Jonathan
Jonathan
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on ‎12-07-2016 12:41 PM - last edited on ‎12-08-2016 09:35 AM by EmilyBilling Product Owner

on ‎12-07-2016 12:41 PM - last edited on ‎12-08-2016 09:35 AM by EmilyBilling Product Owner

Order on the Agent

Hi,

 

In NSW, for a property settlement, both the purchaser and vendor have to authorise the agent to release the deposit after settlement.

 

PEXA now allows a Vendor to have an email sent from PEXA to the agent - which is great.

 

It would be fantastic if PEXA enabled a Purchaser's solicitor/conveyancer to also email the agent. This could then take away the need for the parties to attend to authorising the agent after settlement.

 

Thanks,

Jonathan

Category:
  • Financial Settlement
  • Lodgement
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  • Agent Notification
  • Order on the Agent
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AnnaHardie
AnnaHardie
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on ‎12-07-2016 03:40 PM

on ‎12-07-2016 03:40 PM

Re: Order on the Agent

Hi again Jonathan, 

 

Thanks for your second suggestion. There was a similar discussion regarding agent notifications in NSW here. 

 

I will also champion this suggestion on your behalf. A reminder of the process: 

  1. Idea discussed by PEXA team
  2. Idea added to feedback register 
  3. Outcome shared here in community
  4. If progressed, I will let you know when implementation is scheduled or complete 

 

Would this benefit others? I encourage your peers here in community to let PEXA know if this is important to you too. You can do this by liking or adding a comment by clicking 'reply'. 

 

Anna Hardie
Voice of Customer Team, PEXA
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cheryldixon
cheryldixon Star Employee
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on ‎13-07-2016 09:05 AM

on ‎13-07-2016 09:05 AM

Re: Order on the Agent

Thanks for raising this Jonathan,  this is the same in QLD your suggestion is a good one. 

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Morvanna
Morvanna Community Manager - Queensland
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on ‎22-07-2016 02:30 PM

on ‎22-07-2016 02:30 PM

Re: Order on the Agent

This is a great idea.  Is it possible to see a template of the email currently sent to the Agent and also allow for an additional email address to be added for when Agent's work in conjunction which happens regularly?

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GB1
GB1
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‎22-07-2016 03:38 PM - edited ‎22-07-2016 05:03 PM

‎22-07-2016 03:38 PM - edited ‎22-07-2016 05:03 PM

Re: Order on the Agent

Could Pexa - install sms messaging (in dashboard) to notify the Agent, Vendor & Purchaser - nos only visable to the representing Practitioner and Conveyancers notifying the property has settled?

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GraceChallengeSettlements
GraceChallengeSettlements
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on ‎07-09-2016 05:51 PM

on ‎07-09-2016 05:51 PM

Real Estate Agent Notification

It would be fantastic if the incoming proprietor could also input an email address for a real estate agent notification. It is quiet common for a conjunctional real estate agent to be involved in a transaction. 

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AnnaHardie
AnnaHardie
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on ‎14-09-2016 09:44 AM

on ‎14-09-2016 09:44 AM

Re: Real Estate Agent Notification

Hi @GraceChallengeSettlements thanks for your suggestion. We appreciate when our customers take time out to share their feedback with us.

 

I've added your idea to this thread so the PEXA team can see it's popularity. 

 

@BrettCS FYI. 

 

 

Anna Hardie
Voice of Customer Team, PEXA
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AttwoodMarshall
AttwoodMarshall
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on ‎14-09-2016 02:56 PM

on ‎14-09-2016 02:56 PM

Re: Order on the Agent

Further to the request for order on the agent to be added to PEXA we have had feedback from our agents in the area that this is essential for them if practitioners are promoting settleme and the purchaser is sitting in their office with their settleme app and they have not received the order on the agent.  They are very concerned that they will have an anxious purchaser as a result of those two things not working in conjunction.

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goolwaconveyancing
goolwaconveyancing Community Superuser
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on ‎01-02-2017 11:26 AM

on ‎01-02-2017 11:26 AM

Ability to email agent

I have noticed that the ability to email the agent is with the representative that created the workspace - sometimes the incomming party representative creates the workspace - then only they have the ability to email agent and not the proprietor on title's representative   (ie  - as the Vendors representative - we need to be able to put in the Agents email)  PEXA should look into having the ability for both representatives to put in an email address (or just the proprietor on title)

Michelle Lihou
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AnnaHardie
AnnaHardie
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on ‎01-02-2017 02:18 PM

on ‎01-02-2017 02:18 PM

Re: Ability to email agent

Hi @goolwaconveyancing, 

 

Thanks for sharing your feedback. I've added it to this topic thread and notified the relevant PEXA Product Manager so they know that this is a popular topic in community. 

 

Anna Hardie
Voice of Customer Team, PEXA
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