The number one priority for all settlement parties; practitioners, banks and indeed PEXA, is to help ensure consumers benefit from a seamless experience when buying and selling property.
That’s been the basis of a research initiative we’ve been undertaking throughout 2022 – specifically, we’ve been working with members to identify key pain points and gather insights from your industry peers on best practice.
As part of this project, with EOFY around the corner, we’ve developed a Quick Reference Guide to settling on time, for all roles in a workspace.
The steps within have been crafted from feedback provided by your peers. It’s our members who are the industry experts – and we hope this resource assists you with the upcoming peak period and beyond.
You can download this PDF below.
We also recommend you consult the individual Bank Transfer Checklists (keep an eye out for updated versions in the very near future) and our Transfer for more information.
As always, we’d love to hear your thoughts – please reach out to practitioner@pexa.com.au or your PEXA Partner.
