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CBA Transfer Checklist

by Katelyn524 in Ask the PEXA Community
‎06-04-2018 02:26 PM
2 Likes
‎06-04-2018 02:26 PM
2 Likes
Does CBA have a transfer checklist?  I can't seem to find one in Community.
  • Tags:
  • CBA
  • transfer checklist
Category:
  • Banks and Financial Institutions
Show results in replies (1)
  • Good news @Katelyn524, We now have a Checklist for CBA! These are great resources, they...

CBA Transfer Checklist

by Community Manager TJ Community Manager in Help Centre
‎18-04-2018 03:24 PM
12 Likes
‎18-04-2018 03:24 PM
12 Likes
CBA have provided the following information and tips when completing a transfer as vendor or purchaser with them. Please let us know in the comments if this is helpful, and if there is further...
  • Tags:
  • CBA
  • Commonwealth Bank
  • transfer checklist
  • Transfer tips
  • Transfers
Category:
  • Transfers
Show results in comments (1)
  • Hi Community, good news! CBA have updated their Transfer Checklist to include Business Lending.

NAB Transfer Checklist

by Community Manager EmilyBilling Community Manager in Help Centre
‎21-12-2017 10:18 AM
24 Likes
‎21-12-2017 10:18 AM
24 Likes
NAB have provided the following information and tips when completing a transfer as vendor or purchaser with them. Please let us know in the comments if this is helpful, and if there is further...
  • Tags:
  • enable auto balance where lender has account or funds
  • nab
  • transfer
  • transfer checklist
  • Transfer tips
Category:
  • Transfers
Show results in comments (5)
  • ...checklist' in this forum. Hopefully they'll compile a single methodology 'transfer checklist' sooner...
  • Hi @dkillen - Westpac & St George have also provided a transfer checklist which you...
  • When can Incoming Mortgagee view a Transfer created within workspace?  Since Release 8.0 in...
  • A new difficulty has arisen with a NAB matter, outside the checklist.  Our client's banker...
  • Thanks  for adding to the conversation and feedback on NAB's transfer checklist. The thinking...

ANZ Transfer Checklist

by Community Manager EmilyBilling Community Manager in Help Centre
‎20-02-2018 09:49 AM
6 Likes
‎20-02-2018 09:49 AM
6 Likes
ANZ have provided the following information and tips when completing a transfer as vendor or purchaser with them. Please let us know in the comments if this is helpful, and if there is further...
  • Tags:
  • anz
  • do as we say not as we do
  • Transfer tips
Category:
  • Transfers
Show results in comments (1)
  • ...mortgage documents have not yet been sent. Please refer to PEXA Community ANZ Transfer checklist for...

Bank Transfer Checklists (tips)

by Community Manager EmilyBilling Community Manager in Help Centre
‎08-01-2018 10:01 AM
12 Likes
‎08-01-2018 10:01 AM
12 Likes
Please see the following bank checklists for completing transfers. NAB - includes bank settlement phone line  Westpac -  includes bank settlement phone line  St Geor...
  • Tags:
  • lender
  • nab
  • St George
  • Transfer checklists
  • Westpac
Category:
  • Transfers
Show results in comments (1)
  • Just updated CBA's checklist - great to see @regmic and the team continue to make changes...

Westpac Electronic Settlements Information

by Community Manager EmilyBilling Community Manager in Help Centre
‎29-01-2018 12:23 PM
11 Likes
‎29-01-2018 12:23 PM
11 Likes
...for electronic settlements is 11am to 3pm, Monday to Friday. If you are not able to progress PEXA settlement where Transfer is mandated to be lodged in PEXA, Westpac will require the completed...
  • Tags:
  • transfer checklist
  • Transfer tips
  • Updated
  • Westpac
Category:
  • Transfers
Show results in comments (2)
  • ...is MOST Definitely PEXA settlement, and not follow the transfer guidelines, and e-settlement now...
  • Is it possible for Westpac to provide this in a printable format.  Perhaps Westpac should cons...

Suncorp / FMS Transfer Checklist

by Community Manager EmilyBilling Community Manager in Help Centre
‎09-04-2018 11:35 AM
‎09-04-2018 11:35 AM
Suncorp/FMS have provided the following information and tips when completing a transfer as vendor or purchaser with them. Please let us know in the comments if this is helpful, and if there is...
  • Tags:
  • FMS
  • Suncorp
  • transfer checklist
Category:
  • Transfers

Bendigo Bank Limited Transfer Checklist

by Community Manager TJ Community Manager in Help Centre
Tuesday
Tuesday
...Friday, 8:30am to 5pm Qld Time. Transfer - Sale (Mortgagee on Title)   How to initiate a Sale Request Please advise the client to attend their local branch of Bendigo and Adelaide...
  • Tags:
  • Bendigo Bank Ltd Transfer Checklist
  • Bendigo Bank Ltd Transfer Guidelines
Category:
  • Bank Transfer Checklist
  • Bank Transfer Tips

St George Electronic Settlements Information (Incl...

by Community Manager EmilyBilling Community Manager in Help Centre
‎29-01-2018 12:23 PM
3 Likes
‎29-01-2018 12:23 PM
3 Likes
...11am to 3pm, Monday to Friday. If you are not able to progress PEXA settlement, send us conversation message with explanation and withdraw from workspace.    Where Transfer is mandated to...
  • Tags:
  • St George
  • transfer checklist
  • Transfer tips
Category:
  • Transfers
Show results in comments (1)
  • ...sooner ie. in accordance with the PEXA Transfer Guidelines.

Transfer Guidelines

by Community Manager EmilyBilling Community Manager in Help Centre
‎01-06-2016 04:43 PM
12 Likes
‎01-06-2016 04:43 PM
12 Likes
...Title  c hecks the “Discharge Authority Sent” checkbox on the Workspace Summary.  Note: Refer to Banks’ Transfer Checklist on the eConveyancing Community to find the latest Discharge...
Industry_Transfer_Guidelines_v2_May_2018.pdf (‏319 KB)
  • Tags:
  • PEXA Certified
  • Then there is the REAL world
  • Why
Category:
  • Transfers
Show results in comments (1)
  • ...to be verified. Refer to Outgoing Mortgagee’s Transfer Checklist on Community for timeframes for...
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