Secure information to clients

[SoniaR]

Hi

Further to the recent scams, is there a way that PEXA can assist Conveyancers to provide their trust account details to their client in a secure manner?  eg by a SettleMe phone application bypassing the email and SMS systems? 

[KrystleKocik]

Hi @SoniaR,

Good thinking!  There is a way you could do this now with existing offerings.  You could add those details as a task to a client who has registered for SettleMe e.g. "Send required funds to bsb: XXXXXX, account #XXXXX". You could do this either through default tasks (so the task always appears as a for your clients who register) or manually add a task per client who registers.  Have you used SettleMe before?  Does this sound like something that could work?  

Thank you,

Krystle