You told us that you wanted an easy way to switch between roles when you are representing both sides of a transaction. We’ve introduced a Switch button that allows you to easily switch between roles in a Workspace. You still need to add the additional role via Workspace Settings but once you have done that, simply click Switch to switch back and forth as required.
The Switch functionality is not available to Financial Institutions.
The Switch functionality is available only if you have defined two roles in the Workspace. If you have more than two roles, or if you have only one role in the Workspace then this functionality is not available.
Principal Non-FIs and Representative Subscribers can benefit from a new destination BPAY category that enables them to make BPAY payments without the need to associate it with any subscriber. This allows for BPAY payment details to remain discreet in a transaction where an associated subscriber is not required to sign off on.
The new category, Other (BPAY), is accessible to users in the role of Caveator on Title. When this option is selected, the user is only required to enter the BPAY payment details, which won't be shared to other parties in the Workspace.
We are taking measures to reduce the number of clicks you need to do to complete a tasks or activities in PEXA.
Automatically selecting a value from a drop-down when there is only one selection available. For example, we’ve automatically selected the Caveator on a Caveat and the Land titles field on a Discharge of Mortgage.
Displaying a button instead of a cog icon when there is only one option to choose from. For example, when editing a party, we’ve replaced the cog with an Edit button. This means you can now directly click Edit rather than navigate to Edit via a cog.
We have updated the onscreen message when the settlement date and/or time is changed to clearly advise the user that the reason they provide will be sent to all Workspace participants via a conversation message in PEXA.
Smart Search and Persistent Filter capabilities that are currently available to all practitioners will be rolled out to the financial institutions as part of the R10.1.1 release.
We’ve improved the search tool to help you find your Workspaces quicker! Smart Search will give you suggestions as you type your search term. Click on a suggestion followed by the Search icon and PEXA will take you straight to your Workspace.
To save time and increase productivity, the filters you apply to your Active Workspaces dashboard will be retained. This allows you to navigate away from the dashboard or log out of PEXA and then return and quickly pick up where you left off.