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PEXA Release 15.0.0 | 08 November 2021

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  • PEXA Release 15.0.0 | 08 November 2021
PEXA Release 15.0.0 | 08 November 2021
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Saysa
Saysa
Former PEXArian
‎11-10-2021 08:22 AM
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PEXA is pleased to present PEXA Major Release 15.0.0, scheduled for business go live 08 November 2021.

 

UPDATE: No outage is expected during the rollout of this release.

 

 

Key Highlights

  • Auto-balancing of sources for the Incoming Mortgagee (ALL)
  • New notifications for updates to a loan proceeds line item (ALL)
  • Task Due Dates - Further Enhancements (ALL)

 

Other Highlights

  • New prompt to confirm ATO GST Withholding - Form two (ALL)
  • New Document status (QLD) (Updated 14 October 2021)
  • Updates to Road Type on address forms  (QLD, SA, VIC, WA)
  • SA Residuals (SA) (Updated 19 October 2021)
  • Transfer Form 24A - Date of Possession (QLD) (Added 19 October 2021)

 

Auto-balancing of sources for the Incoming Mortgagee (ALL)

Financial Institutions in the role of the Incoming Mortgagee can now set up either their Purchasers Equity or Loan Proceeds source line items to automatically adjust to balance the Financial Settlement Schedule (FSS).

This means Loan Proceeds or Purchasers Equity can be entered much earlier in the transaction as the Incoming Mortgagee can enter a maximum amount, sign the FSS and sit back while PEXA adjusts the amount to balance the schedule. No more last-minute manual adjustments and re-signing!

 

(Referencing PEXA AXL-2850)

New notifications for updates to a loan proceeds line item (ALL)

To help Incoming Proprietors stay informed (yes, we’ve heard your feedback!), we’ll notify you whenever the Incoming Mortgagee creates or updates a loan proceed line item. You'll receive an email and see an on-screen notification in your Workspace when a loan proceeds line item has changed.

 

(Referencing PEXA AXL-3251)

Task Due Dates - FURTHER ENHANCEMENTS (ALL)

To continually assist all members in getting the Workspace ready in a timely manner, we’ve extended the task due dates to other tasks and screens.

Task due dates give clear indications on when a task needs to be completed.

Workspace Summary screen

We’ve extended the task due dates on the Outstanding Tasks panel for the following tasks:

  • Balance due to Vendor
  • Confirm Balance due to Vendor

image001.png

image002.png

 

Task screen

We’ve introduced task due dates on the Task screen:

  • Create Document
  • Stamp Duty Verification
  • Balance due to Vendor
  • Confirm Balance due to Vendor

image003.png

 

tasks_02.png

 

(Referencing PEXA FS-8826, FS-9757)

New prompt to confirm ATO GST Withholding - Form two (ALL)

The ATO GST Withholding forms introduced in Release 14.0.1 lets members lodge Forms one and two via PEXA.

To assist members with lodging Form two at settlement, we’ve added a new reminder on the Workspace Summary screen. The reminder prompts members to confirm and finalise the form details so that Forms one and two can be lodged together at settlement. Otherwise, members will need to lodge Form two manually on the ATO website.

 

image-2021-09-09-11-01-10-188.png

 

Learn more about ATO GST Withholding forms.

 

(Referencing PEXA SETT-11808)

New Document status (qld)

Where a document has been requisitioned in QLD, the status of Requisitioned can now be seen on the Document screen, making it easier to determine the status of your document at the land registry.

 

(Referencing PEXA LS1-9007)

Updates to Road Type on address forms (QLD, SA, VIC, WA)

Entering a Road Type is now optional in QLD SA, VIC & WA for Party addresses and Land titles in a Workspace. This means that addresses such as ‘The Avenue’ and The Boulevard’ are now accepted in these jurisdictions.

 

(Referencing PEXA LS1-9075, LS1-9076, LS1-9077, LS1-9090)

SA Residuals (SA)

More documents have been added to the residual suite:

 

Instrument Name Document Category
AGREEMENT - DEVELOPMENT ACT 1993 - APPLICATION TO REGISTER / NOTE AGREEMENT PURSUANT TO SECTIONS 57(1a) AND 57(5) OF THE DEVELOPMENT ACT 1993 Record an Interest
AGREEMENT - PLANNING, DEVELOPMENT AND INFRASTRUCTURE ACT 2016 - APPLICATION TO REGISTER / NOTE AGREEMENT PURSUANT TO SECTIONS 192(1) AND 192(12) OF THE PLANNING, DEVELOPMENT AND INFRASTRUCTURE ACT 2016 - Applicant(s) is the Minister or Local Council Record an Interest
AGREEMENT - PLANNING, DEVELOPMENT AND INFRASTRUCTURE ACT 2016 - APPLICATION TO REGISTER / NOTE AGREEMENT PURSUANT TO SECTIONS 192(1) AND 192(12) OF THE PLANNING, DEVELOPMENT AND INFRASTRUCTURE ACT 2016 - Applicant(s) is the Registered Proprietor(s) on title Record an Interest
AGREEMENT - PLANNING, DEVELOPMENT AND INFRASTRUCTURE ACT 2016 - APPLICATION TO REGISTER / NOTE AGREEMENT PURSUANT TO SECTIONS 192(2) AND 192(12) OF THE PLANNING, DEVELOPMENT AND INFRASTRUCTURE ACT 2016 - Applicant(s) is the Greenway Authority Record an Interest
AGREEMENT - PLANNING, DEVELOPMENT AND INFRASTRUCTURE ACT 2016 - APPLICATION TO REGISTER / NOTE AGREEMENT PURSUANT TO SECTIONS 192(2) AND 192(12) OF THE PLANNING, DEVELOPMENT AND INFRASTRUCTURE ACT 2016 - Applicant(s) is the Registered Proprietor(s) on title Record an Interest
AGREEMENT - PLANNING, DEVELOPMENT AND INFRASTRUCTURE ACT 2016 - APPLICATION TO REGISTER / NOTE AGREEMENT PURSUANT TO SECTIONS 193(1) AND 193(13) OF THE PLANNING, DEVELOPMENT AND INFRASTRUCTURE ACT 2016 - Applicant(s) is the Minister or Local Council Record an Interest
AGREEMENT - PLANNING, DEVELOPMENT AND INFRASTRUCTURE ACT 2016 - APPLICATION TO REGISTER / NOTE AGREEMENT PURSUANT TO SECTIONS 193(1) AND 193(13) OF THE PLANNING, DEVELOPMENT AND INFRASTRUCTURE ACT 2016 - Applicant(s) is the Registered Proprietor(s) on title Record an Interest
APPLICATION TO REGISTER DEATH BY SURVIVOR - APPLICATION TO REGISTER DEATH BY SURVIVOR - (of a deceased Joint Encumbrancee) Vary an Interest
APPLICATION TO REGISTER DEATH BY SURVIVOR - APPLICATION TO REGISTER DEATH BY SURVIVOR - (of a deceased Joint Lessee) Vary an Interest
APPLICATION TO REGISTER DEATH BY SURVIVOR - APPLICATION TO REGISTER DEATH BY SURVIVOR - (of a deceased Joint Mortgagee) Vary an Interest
APPLICATION TO REGISTER DEATH BY SURVIVOR - APPLICATION TO REGISTER DEATH BY SURVIVOR - (of a deceased Joint Underlessee) Vary an Interest
APPLICATION TO REGISTER DEATH OF LESSEE DETERMINING LEASE - APPLICATION TO REGISTER DEATH OF LESSEE FOR LIFE AND DETERMINATION OF LEASE - Signed by the Registered Proprietor(s) Discharge an Interest
APPLICATION TO REGISTER DEATH OF UNDERLESSEE DETERMINING UNDERLEASE - APPLICATION TO REGISTER DEATH OF UNDERLESSEE FOR LIFE AND DETERMINATION OF UNDERLEASE - Signed by the Proprietor(s) of a Lease Discharge an Interest
APPLICATION TO REGISTER DEATH OF UNDERLESSEE DETERMINING UNDERLEASE - APPLICATION TO REGISTER DEATH OF UNDERLESSEE FOR LIFE AND DETERMINATION OF UNDERLEASE - Signed by the Proprietor(s) of a Underlease Discharge an Interest
DISCHARGE OF ENCUMBRANCE - APPLICATION TO DISCHARGE ENCUMBRANCE (BY VIRTUE OF THE DEATH OF THE ANNUITANT) - Registered against a Title(s) Discharge an Interest
DISCHARGE OF ENCUMBRANCE - APPLICATION TO DISCHARGE ENCUMBRANCE (BY VIRTUE OF THE DEATH OF THE ANNUITANT) - Registered against an Interest Discharge an Interest
EXTENSION OF ENCUMBRANCE - EXTENSION OF ENCUMBRANCE - Extending an Encumbrance that is registered on title Vary an Interest
EXTENSION OF LEASE - EXTENSION OF LEASE Vary an Interest
EXTENSION OF MORTGAGE - EXTENSION OF MORTGAGE - Extending a Mortgage that is registered on title Vary an Interest
EXTENSION OF UNDERLEASE - EXTENSION OF UNDERLEASE Vary an Interest
GENERAL APPLICATION - HOUSING IMPROVEMENT ACT 2016 - APPLICATION TO REGISTER / NOTE HOUSING ASSESSMENT ORDER PURSUANT TO SECTIONS 13 AND 16 OF THE HOUSING IMPROVEMENT ACT 2016 - by virtue of Section 16(2) Record an Interest
GENERAL APPLICATION - HOUSING IMPROVEMENT ACT 2016 - APPLICATION TO REGISTER / NOTE HOUSING ASSESSMENT ORDER PURSUANT TO SECTIONS 13 AND 16 OF THE HOUSING IMPROVEMENT ACT 2016 - by virtue of Section 16(2) and Section 16(5) Record an Interest
GENERAL APPLICATION - HOUSING IMPROVEMENT ACT 2016 - APPLICATION TO REGISTER / NOTE HOUSING ASSESSMENT ORDER PURSUANT TO SECTIONS 13 AND 16 OF THE HOUSING IMPROVEMENT ACT 2016 - by virtue of Section 16(5) Record an Interest
GENERAL APPLICATION - HOUSING IMPROVEMENT ACT 2016 - APPLICATION TO REGISTER / NOTE HOUSING DEMOLITION ORDER PURSUANT TO SECTIONS 15 AND 16 OF THE HOUSING IMPROVEMENT ACT 2016 - by virtue of Section 16(2) Record an Interest
GENERAL APPLICATION - HOUSING IMPROVEMENT ACT 2016 - APPLICATION TO REGISTER / NOTE HOUSING DEMOLITION ORDER PURSUANT TO SECTIONS 15 AND 16 OF THE HOUSING IMPROVEMENT ACT 2016 - by virtue of Section 16(2) and Section 16(5) Record an Interest
GENERAL APPLICATION - HOUSING IMPROVEMENT ACT 2016 - APPLICATION TO REGISTER / NOTE HOUSING DEMOLITION ORDER PURSUANT TO SECTIONS 15 AND 16 OF THE HOUSING IMPROVEMENT ACT 2016 - by virtue of Section 16(5) Record an Interest
GENERAL APPLICATION - HOUSING IMPROVEMENT ACT 2016 - APPLICATION TO REGISTER / NOTE HOUSING IMPROVEMENT ORDER PURSUANT TO SECTIONS 14 AND 16 OF THE HOUSING IMPROVEMENT ACT 2016 - by virtue of Section 16(2) Record an Interest
GENERAL APPLICATION - HOUSING IMPROVEMENT ACT 2016 - APPLICATION TO REGISTER / NOTE HOUSING IMPROVEMENT ORDER PURSUANT TO SECTIONS 14 AND 16 OF THE HOUSING IMPROVEMENT ACT 2016 - by virtue of Section 16(2) and Section 16(5) Record an Interest
GENERAL APPLICATION - HOUSING IMPROVEMENT ACT 2016 - APPLICATION TO REGISTER / NOTE HOUSING IMPROVEMENT ORDER PURSUANT TO SECTIONS 14 AND 16 OF THE HOUSING IMPROVEMENT ACT 2016 - by virtue of Section 16(5) Record an Interest
MISCELLANEOUS DISCHARGE/REMOVAL/CANCELLATION - FOREST PROPERTY ACT 2000 - APPLICATION TO NOTE DISCHARGE OF FOREST PROPERTY AGREEMENT BY ORDER OF COURT PURSUANT TO SECTION 11 OF THE FOREST PROPERTY ACT 2000 Discharge an Interest
MISCELLANEOUS DISCHARGE/REMOVAL/CANCELLATION - FOREST PROPERTY ACT 2000 - APPLICATION TO REVOKE FOREST PROPERTY AGREEMENT PURSUANT TO SECTION 11 OF THE FOREST PROPERTY ACT 2000 - in accordance with the Agreement - Applicant(s) is the Interest Holder Discharge an Interest
MISCELLANEOUS DISCHARGE/REMOVAL/CANCELLATION - FOREST PROPERTY ACT 2000 - APPLICATION TO REVOKE FOREST PROPERTY AGREEMENT PURSUANT TO SECTION 11 OF THE FOREST PROPERTY ACT 2000 - in accordance with the Agreement - Applicant(s) is the Registered Proprietor Discharge an Interest
MISCELLANEOUS DISCHARGE/REMOVAL/CANCELLATION - FOREST PROPERTY ACT 2000 - APPLICATION TO TERMINATE FOREST PROPERTY AGREEMENT BY ORDER OF COURT PURSUANT TO SECTION 11 OF THE FOREST PROPERTY ACT 2000 Discharge an Interest
ORDER OF COURT - EXTENSION OF WARRANT - APPLICATION TO REGISTER / NOTE EXTENSION OF WARRANT BY ORDER OF COURT - Extending a Warrant registered against a Title(s), Applicant(s) is a Prescribed Person on behalf of the Judgment Creditor Record an Interest
ORDER OF COURT - EXTENSION OF WARRANT - APPLICATION TO REGISTER / NOTE EXTENSION OF WARRANT BY ORDER OF COURT - Extending a Warrant registered against a Title(s), Applicant(s) is the Judgment Creditor Record an Interest
ORDER OF COURT - MISCELLANEOUS (VARYING) - APPLICATION TO REGISTER / NOTE ORDER OF COURT VARYING A REGISTERED COURT ORDER - Court Order being varied is registered against a title(s) Record an Interest
ORDER OF COURT - MISCELLANEOUS (VARYING) - APPLICATION TO REGISTER / NOTE ORDER OF COURT VARYING A REGISTERED COURT ORDER - Court Order being varied is registered against an interest Record an Interest
ORDER OF COURT (CHANGING PROPRIETORSHIP) - APPLICATION TO BE REGISTERED AS PROPRIETOR PURSUANT TO ORDER OF COURT - Vesting the interest of Registered Proprietor(s) on title in the Party(s) named in the Court Order - Applicant(s) is the Party(s) named in the Court Order Change Ownership
PARTIAL DISCHARGE OF ENCUMBRANCE - PARTIAL DISCHARGE OF ENCUMBRANCE - (Full Discharge as regards the interest of one of the Encumbrancees) Vary an Interest
PARTIAL DISCHARGE OF ENCUMBRANCE - PARTIAL DISCHARGE OF ENCUMBRANCE - (Releasing Undivided Share and Personal Liability of One of Several Encumbrancers) Vary an Interest
PARTIAL DISCHARGE OF ENCUMBRANCE - PARTIAL DISCHARGE OF ENCUMBRANCE - (Releasing Undivided Share of One of Several Encumbrancers) Vary an Interest
PARTIAL DISCHARGE OF MORTGAGE - PARTIAL DISCHARGE OF MORTGAGE - (Full Discharge as regards the interest of one of the Mortgagees) Vary an Interest
PARTIAL DISCHARGE OF MORTGAGE - PARTIAL DISCHARGE OF MORTGAGE - (Releasing Undivided Share and Personal Liability of One of Several Mortgagors) Vary an Interest
PARTIAL DISCHARGE OF MORTGAGE - PARTIAL DISCHARGE OF MORTGAGE - (Releasing Undivided Share of One of Several Mortgagors) Vary an Interest
PARTIAL WITHDRAWAL OF CAVEAT - PARTIAL WITHDRAWAL OF CAVEAT - (As Regards one of Several Proprietors of an interest) - Registered against an Interest Vary an Interest
PARTIAL WITHDRAWAL OF CAVEAT - PARTIAL WITHDRAWAL OF CAVEAT - (As Regards one of Several Proprietors on title) - Registered against a Title(s), as regards some (but not all) of the titles in the caveat Vary an Interest
PARTIAL WITHDRAWAL OF CAVEAT - PARTIAL WITHDRAWAL OF CAVEAT - (As Regards one of Several Proprietors on title) - Registered against a Title(s), withdrawn as regards all titles in Caveat Vary an Interest
PARTIAL WITHDRAWAL OF LIEN - PARTIAL WITHDRAWAL OF LIEN - (As Regards one of Several Proprietors of an interest) - Registered against an Interest Vary an Interest
PARTIAL WITHDRAWAL OF LIEN - PARTIAL WITHDRAWAL OF LIEN - (As Regards one of Several Proprietors on title) - Registered against a Title(s), as regards some (but not all) of the titles in the Lien Vary an Interest
PARTIAL WITHDRAWAL OF LIEN - PARTIAL WITHDRAWAL OF LIEN - (As Regards one of Several Proprietors on title) - Registered against a Title(s), withdrawn as regards all titles in the Lien Vary an Interest
PARTIAL WITHDRAWAL OF WARRANT - PARTIAL WITHDRAWAL OF WARRANT - (As Regards one of Several Proprietors of an interest) - Registered against an Interest, Applicant(s) is a Prescribed Person on behalf of the Judgment Creditor Vary an Interest
PARTIAL WITHDRAWAL OF WARRANT - PARTIAL WITHDRAWAL OF WARRANT - (As Regards one of Several Proprietors of an interest) - Registered against an Interest, Applicant(s) is the judgment Creditor Vary an Interest
PARTIAL WITHDRAWAL OF WARRANT - PARTIAL WITHDRAWAL OF WARRANT - (As Regards one of Several Proprietors on title) - Registered against a Title, Applicant(s) is a Prescribed Person on behalf of the Judgment Creditor Vary an Interest
PARTIAL WITHDRAWAL OF WARRANT - PARTIAL WITHDRAWAL OF WARRANT - (As Regards one of Several Proprietors on title) - Registered against a Title, Applicant(s) is the Judgment Creditor Vary an Interest
RESCIND AN AGREEMENT - PLANNING, DEVELOPMENT AND INFRASTRUCTURE ACT 2016 - APPLICATION TO RESCIND AGREEMENT PURSUANT TO SECTION 192(15) OF THE PLANNING, DEVELOPMENT AND INFRASTRUCTURE ACT 2016 - Applicant(s) is the Minister, Local Council, or Greenway Authority Discharge an Interest
RESCIND AN AGREEMENT - PLANNING, DEVELOPMENT AND INFRASTRUCTURE ACT 2016 - APPLICATION TO RESCIND AGREEMENT PURSUANT TO SECTION 192(15) OF THE PLANNING, DEVELOPMENT AND INFRASTRUCTURE ACT 2016 - Applicant(s) is the Registered Proprietor(s) on title Discharge an Interest
RESCIND AN AGREEMENT - PLANNING, DEVELOPMENT AND INFRASTRUCTURE ACT 2016 - APPLICATION TO RESCIND AGREEMENT PURSUANT TO SECTION 193(15) OF THE PLANNING, DEVELOPMENT AND INFRASTRUCTURE ACT 2016 - Applicant(s) is the Minister or Local Council Discharge an Interest
RESCIND AN AGREEMENT - PLANNING, DEVELOPMENT AND INFRASTRUCTURE ACT 2016 - APPLICATION TO RESCIND AGREEMENT PURSUANT TO SECTION 193(15) OF THE PLANNING, DEVELOPMENT AND INFRASTRUCTURE ACT 2016 - Applicant(s) is the Registered Proprietor(s) on title Discharge an Interest
TRANSFER - POWER OF SALE - TRANSFER BY MORTGAGEE EXERCISING POWER OF SALE - the title being transferred is part of the land subject to the Mortgage Change Ownership
TRANSFER - POWER OF SALE - TRANSFER BY MORTGAGEE EXERCISING POWER OF SALE - the title being transferred is the whole of the land subject to the Mortgage Change Ownership
TRANSMISSION APPLICATION - TRANSMISSION APPLICATION - (of a deceased Encumbrancee) Vary an Interest
TRANSMISSION APPLICATION - TRANSMISSION APPLICATION - (of a deceased Lessee) Vary an Interest
TRANSMISSION APPLICATION - TRANSMISSION APPLICATION - (of a deceased Mortgagee) Vary an Interest
TRANSMISSION APPLICATION - TRANSMISSION APPLICATION - (of a deceased Underlessee) Vary an Interest
VESTING - ADMINISTRATIVE ARRANGEMENTS ACT 1994 - APPLICATION TO REGISTER VESTING (PURSUANT TO SECTION 7 OF THE ADMINISTRATIVE ARRANGEMENTS ACT 1994 AND SECTION 115A OF THE REAL PROPERTY ACT 1886) - Vesting of land to the Crown or a body corporate Change Ownership
VESTING - ASSOCIATIONS INCORPORATIONS ACT 1985 - APPLICATION TO REGISTER VESTING UPON AMALGAMATION (PURSUANT TO SECTION 22 OF THE ASSOCIATIONS INCORPORATION ACT 1985) - Vesting of land held by earlier Associations prior to their amalgamation Change Ownership
VESTING - ASSOCIATIONS INCORPORATIONS ACT 1985 - APPLICATION TO REGISTER VESTING UPON INCORPORATION (PURSUANT TO SECTION 20 OF THE ASSOCIATIONS INCORPORATION ACT 1985) - Vesting of land held on behalf of an Association Change Ownership
VESTING - ASSOCIATIONS INCORPORATIONS ACT 1985 - APPLICATION TO REGISTER VESTING UPON TRANSFER OF INCORPORATION (PURSUANT TO SECTION 42 OF THE ASSOCIATIONS INCORPORATION ACT 1985) - Vesting of land to a body corporate Change Ownership
VESTING - BANKRUPTCY ACT 1966 - APPLICATION TO NOTE ANNULMENT OF A BANKRUPTCY (PURSUANT TO SECTIONS 153A AND 154(1)(c) OF THE BANKRUPTCY ACT 1966) - revesting the land in the registered proprietor, Applicant(s) is the former Bankrupt Change Ownership
VESTING - BANKRUPTCY ACT 1966 - APPLICATION TO NOTE VESTING CONSEQUENTIAL UPON THE APPOINTMENT OF A NEW TRUSTEE (PURSUANT TO SECTIONS 132 AND 157 OF THE BANKRUPTCY ACT 1966) - Vesting of land in a new Trustee in Bankruptcy Change Ownership
VESTING - BANKRUPTCY ACT 1966 - APPLICATION TO REGISTER VESTING BY ORDER OF COURT FOLLOWING ANNULMENT OF A BANKRUPTCY (PURSUANT TO SECTIONS 153A AND 154(4) OF THE BANKRUPTCY ACT 1966 AND SECTION 115A OF THE REAL PROPERTY ACT 1886) - vesting the land in the Applicant(s) - named in the court order Change Ownership
VESTING - HEALTH CARE ACT 2008 - APPLICATION TO NOTE VESTING (PURSUANT TO CLAUSE 34 SCHEDULE 4 AND SECTION 91 OF THE HEALTH CARE ACT 2008) - Vesting of land by Proclamation by the Governor Change Ownership
VESTING - HEALTH CARE ACT 2008 - APPLICATION TO NOTE VESTING (PURSUANT TO SECTIONS 20 AND 91 OF THE HEALTH CARE ACT 2008) - Vesting of land by Notice and by the Minister Change Ownership
VESTING - HEALTH CARE ACT 2008 - APPLICATION TO NOTE VESTING (PURSUANT TO SECTIONS 29 AND 91 OF THE HEALTH CARE ACT 2008) - Vesting of land by Proclamation by the Governor Change Ownership
VESTING - HEALTH CARE ACT 2008 - APPLICATION TO NOTE VESTING (PURSUANT TO SECTIONS 32A AND 91 OF THE HEALTH CARE ACT 2008) - Vesting of land by Proclamation by the Governor Change Ownership

 

 

 

(Referencing PEXA)

transfer form 24a - date of possession (qld)

The 'Date of Possession' in a QLD Transfer Form 24A document is the date the Transferee is entitled to possess the property. This is usually the Date of Settlement or the date the land is vested in their name.

In a QLD Transfer Form 24A document, we've added a new 'Copy Settlement Date' button to allow Members to quickly apply the Settlement Date as the 'Date of Possession' in the Transfer Form 24A Document.

If a Settlement Date is already scheduled, the Settlement Date would be immediately applied as the Date of Possession.

Untitled.png

 

(Referencing PEXA EX2-10440)

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