04-08-2020 11:47 AM
PEXA has deployed a new settlement notification feature for members, available as of Monday 3 August 2020.
This change will enable users to upload and attach files to emails distributed upon settlement completion.
As an example, you will be able to send real estate agents an 'Order on the Agent' PDF within the post-settlement communication issued to them.
For more information on settlement notifications via PEXA, please visit this link.
05-08-2020 08:18 AM
@Jarrod_McAleese that's great. It would also be very helpful if we could create a custom text wording, perhaps in the admin settings, that we could save and then be available for all of our workspaces.
06-08-2020 01:41 PM
Thank you for the feedback!
Although the email text within the Settlement Notification can be edited to your liking (by typing over the text), there are definitely some benefits in being able to maintain your own custom email templates to be used in Settlement Notifications.
I will relay this feedback through to the relevant team for their consideration.