About Marty

Hi @Larraine, Stamp Duty must have encountered an error earlier this morning, but it was successfully retriggered at 11am. So that issue is now resolved. However, it looks like there’s still a bit of work to be completed for this workspace to settle today. Hopefully all participants will complete their tasks by end of day. Thanks, Marty ... View more

Hi @LG, Good suggestion. We'll soon be adding the TAC Exception panel to the Workspace Summary screen to make it more obvious when this occurs. But that won't solve your issue. I'll add your suggestion to our to-do list. Thanks, Marty ... View more

Hi @MichelleWhite, Sorry for the delayed response. On your first suggestion, would these invitation notes only be visible to you or the sender of the invitation? As for notes in the workspace, we don’t plan on providing such a facility any time soon. But we are looking into the ability for you to add your own tasks on top of the ones already generated by PEXA.   Thanks, Marty ... View more

Hi @JanineS, @helene is correct. You can read more about the Settlement Notifications functionality here.   Thanks, Marty ... View more

Hi @elynch, No, unfortunately we don't currently have such a capability. But I like the idea. I'll add it to our list for future consideration. For visibility of upcoming settlements, if generating the report is a bit tedious, maybe consider sorting your dashboard by the Settlement Date &Time. Thanks, Marty ... View more

Hi @NatalieCole, Do you have a Transfer document in your workspace yet? The Stamp Duty screen won't be accessible until a Transfer document is created. Thanks, Marty ... View more

Hi @Cory, You and I have discussed over email, but for anyone else that has the same feedback I thought I'd also respond here.   Thanks for your feedback. We haven't heard of any push back from agents so far. When we were gathering the requirements for this functionality, there was a desire to replicate the look and feel of the existing Order on the Agent process as much as possible (letterhead, signature, scan, email) to ensure as little resistance from recipients as possible. But this doesn’t translate well to the new electronic world, so we opted for the fairly simplistic approach of text in an email. Having the ability to upload your company’s logo to be included in the email (analogous to a letterhead) was on the cards, but unfortunately capacity was an issue. Allowing subscribers to upload logos and patching them through into emails PEXA generates is harder than it sounds. Perhaps a future release will include it. Even so, when we analysed the existing Order on the Agent  process we got the impression that the conventions of letterheads and signatures were just that, conventions. Hopefully the streamlined Settlement Notification process we've introduced will become popular enough to change these conventions. Even if that takes a while.   Thanks, Marty ... View more

Hi @WITMLawyers, We'll look into   why our system allowed   you to select a combination that resulted in you encountering this error. I see that you've resolved the issue by selecting another value. Glad it's moving along. Let us know if you come across any other issues. Thanks, Marty ... View more

Hi @BGoodwin, As discussed offline, these particular notifications are triggered when a  Mortgagee on Title enters a Payout Figure in the Financial Settlement. Email subject: [Workspace reference] - Action Required: Payout Figure has been entered for Financial Settlement   These are working as expected. The idea behind them is that you, as the Incoming Mortgagee, should be notified when the Mortgagee on Title has entered their Payout Figure, so that you can then go into the workspace and match their Payout Figure with Loan Proceeds. Some subscribers rely on this as a trigger to enter the Loan Proceeds. Some banks seem to be entering multiple Payout Figure line items. This is resulting in multiple Payout Figure notifications. We could look at aggregating these in the future. But for the time being we'll stick to the one-for-one approach.   Thanks, Marty   ... View more

Hi @BGoodwin, Thanks for the feedback. I'll see if this one has somehow flown under the radar or is meant to be sent. If the latter, I'll question its usefulness. Thanks, Martin ... View more

Hi @SCS, Thanks for the feedback and suggestion. We'll add some guidance in PEXA. We'll also look into the task to make sure it's appearing correctly. Thanks, Martin ... View more

Hi @MorganConveyancing, Thanks for letting us know. We fixed this over the weekend. Should all be working now. Martin ... View more

Hi @TisherLiner, @Clarkee, Thanks for the feedback. We weren't expecting to encounter this error. But now that we have, we've made an update to the guidance. You should see this on the document screen now: Thanks, Marty ... View more

Hi @Susandunn, No, unfortunately the  water usage adjustment won't be amended on 21 May. But it is on our list for a future release. Thanks, Marty ... View more

Hi @catemccubbincomau, Thanks for your feedback. We're aware of issues surrounding tasks. But we'll definitely look into your specific incident. Also, we're currently working on improving how PEXA guides you through a transaction. This will be rolled out over the coming releases.   Thanks, Marty Product Owner, Practitioner Services PEXA ... View more

Hi @JoannaBirch, Thanks for taking time to provide us with feedback. We're in the process of resolving issues with the adjustments functionality. Specifically, defects where amounts and destination line items aren't flowing through to the downloadable statement. These will be resolved in release 8, which is going live on the 21st May. We're also working on adding adjustments periods - yearly, financial year, quarterly by days etc. This will most likely be available in PEXA in July.   Thanks, Marty Product Owner, Practitioners Services PEXA ... View more

Hi @lathan_thurpu, @TheDoctor, @jgusew, Great suggestion. The difficulty is that the history entries are generated as plain text at the time of the event and visible to ALL workspace participants. We do not display different text to each subscriber. Enhancing the entries to include user names and workgroups would no doubt be objected by some as this information as it's quite internal to each firm. To solve this we'd have to implement two flavours of history events: one for the subscriber that triggered the event (including user name and workgroup), and another for all other participants (which would be more sanitised). PEXA would decide which to display based on the user/subscriber viewing the history screen. A fair bit of work. In the meantime we will continue to enhance the history events to include the subscriber's name, as this is clearly useful information that isn't sensitive.   Thanks, Marty ... View more

Hi @JenSan, We're aware of the deposit amount not appearing on the downloadable statement. We plan to fix this in an upcoming release. Yes, the Discharge of Mortgage fee forms part of the Lodgement Fees charged to the Mortgagee on Title. Here is a detailed run-down of the various fees involved in a PEXA transaction: PEXA Fees and Lodgement Fees - FAQs I hope that helps.   Thanks, Marty ... View more