You can now use PEXA Key from SettsPlus
We’re excited to announce that you can send PEXA Key invitations from SettsPlus’ cloud and desktop versions.
Simply:
- Click ‘Create PEXA Key Invitation’ on the PEXA API page in SettsPlus
- Select the client you’d like to invite, confirming their details
- Then select ‘ok’
PEXA Key
PEXA Key allows your client to track their settlement on their phone. They’ll receive high level updates of their settlement’s progress and have access to checklists to help them with their big day.
Importantly, PEXA Key allows for the secure communication of account details between you and your client. This includes bank, trust and source details.
If you’d like any assistance using this new feature, please contact your PEXA representative or email teamWA@pexa.com.au
PEXA API page on SettsPlus
Select the clients you’d like to receive an invitation
