on - last edited on by
IsaacK
Hi Community,
Here are some useful tips and tricks when using PEXA Tracker.
Why can’t I login to PEXA Tracker?
If you are not able to log in, please check that the URL is correct. Please try navigating to tracker.pexa.com.au the log in screen should look like this:
Validate that you are logging in with the correct email address. To do this check your email for a welcome email from PEXA Tracker. Your login email will be the same email address that is in the “to” field.
If you are unable to find this email, check with your bank PEXA Tracker administrator to make sure that you have been set up on PEXA tracker.
I'm unable to reset my password
If you are unable to reset you password please Check that the URL is correct. To do so please navigate to tracker.pexa.com.au and select reset password. The reset password screen will looking like the following:
Validate that you are trying to reset the correct email address. To do this check your email for a welcome email from PEXA Tracker. Your login email will be the same email address that is in the “to” field.
If you are unable to find this email, check with your bank PEXA Tracker administrator to make sure that you have been set up on PEXA tracker.
What if the Workspace I’m looking for is not appearing in the search results?
Check that the information you have entered into the search bar is correct. Alternatively, try another method of search i.e. land title instead of workspace ID.
Why can’t I login to PEXA Tracker?
If a you have forgotten your password, please click on the ‘Forgot Password’ link below the login form and follow the prompts. If you are not a registered PEXA Tracker User, you will need to contact your organisation’s PEXA Tracker Manager or Administrator.
The following information is useful to guide the PEXA Tracker demo video:
How to access PEXA Tracker
To access PEXA Tracker please navigate to Tracker.pexa.com.au and select login. The login screen will look like the following:
How do I look up a Workspace?
Workspaces can be searched using either the land title reference, subscriber reference or Workspace ID by inputting the details into the search bar and selecting ‘Search.’ Search results should appear for any workspace containing the characters entered in the search bar.
Workspace Information
The Workspace screen contains 3 main sections beneath the workspace search bar. To see tips about what each heading means, hover your mouse or tap over it to see explanatory information.
Workspace Summary Panel
This section includes the Workspace reference for your organisation (eg. ‘Grant-12238MatterTFR’ in the screenshot), PEXA workspace ID number, land title reference, Workspace status, settlement date and time, transaction type, the state or jurisdiction of the title, and if it is part of a multi-lot development, the project reference.
Workspace Status
|
In Preparation |
Documents and finances are still being prepared by participants |
|
Prepared |
Documents have been prepared and are ready to be signed. Stamp Duty verification and Lodgement verification are successful |
|
Ready |
All documents have been digitally signed by the required parties and lodgement verification is successful |
|
Settling |
Documents are being lodged with the land registry and financial settlement has been initiated |
|
Settled |
Documents are lodged with the land registry and financial settlement is complete |
Activity panel
Just below the Workspace information panel, key activities are listed with a row for each participant. The participant’s role in the settlement is followed by their subscriber name (their organisation), whether or not they have accepted the settlement time, the documents they are required to sign along with their status, and whether or not they have signed the Financial Settlement Statement. To give clarity to what each participant should focus on, extra information is included with many of the ‘not signed’ statuses.
Outstanding Invitations
The final section of the Workspace page shows participants who have been invited, but have not yet joined, the Workspace.
