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Update Requests: On-Sale FSS & Dashboard Conversations

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  • Update Requests: On-Sale FSS & Dashboard Conversat...

Update Requests: On-Sale FSS & Dashboard Conversations

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MeganTenn
MeganTenn Star Employee
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on ‎07-06-2018 10:44 AM

on ‎07-06-2018 10:44 AM

Update Requests: On-Sale FSS & Dashboard Conversations

Hi All,

 

A practitioner recently requested the following enhancements to the system, which I think would be really helpful:

 

1. When completing an on-sale in PEXA, the Adjustments & Payments (Destinations) should allow the Purchaser section to be split into two purchaser sections, one for the head contract and one for the on-sale.  That way the practitioners clearly know which funds relate to the head contract and which ones relate to the on-sale.  In particular as there will be two lots of stamp duty, transfer fees and PEXA fees for purchasers. 

 

2. Although there is a conversations tab on the dashboard already, the reference view etc. is not always easy to understand.  It would be better if there was an extra column next to each individual matter on the dashboard when a new conversation comes through for that matter.  That way it will be easy to distinguish who it relates to.

 

Thanks! 

Megan Tennyson
PEXA Partner (VIC)
Partner Program
Category:
  • Financial Settlement
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