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Overview Templates allow you to create templates containing all the Special Conditions required for your contracts. These will be available when you create a new contract from PEXA Plus. Before you begin You must be a subscriber who is active in Victoria You have already logged in to PEXA Plus You have previously created a Matter and have created a contract You have previously created your special conditions 1. Open Contract Create a new contract or launch an existing contract from your matter.   2. Open Templates Click the folder icon labeled My Precedents on the left hand navigation Select Contract Templates 3. Create a new Template Note: If you would like to edit your existing template, proceed to the next step Click the + Create Contract Template button Give the template a title, select your jurisdiction and enter a description (optional) Click Create Contract Template 4. Modify your Template Click Additional Special Conditions on the left hand navigation Use import or create to load the Special Conditions for this template. Click here to learn how to manage your Special Conditions Changes are saved automatically   5. Template created Congratulations. Your template is complete and will be available when you next create a contract from PEXA Plus   ... View more

Before you begin Your subscriber type is a Lawyer or Conveyancer   1. Login to PEXA Plus Login to PEXA Plus at plus.pexa.com.au   2. Manage account Select Manage Account from the side navigation 3. Search for available invoices PEXA Plus allows you to search for your invoices by the Payment Reference displayed on your bank statement, or by entering a date range. Search by Payment Reference Select Payment reference under Search type Enter your Payment reference Tip: This is printed in your bank statement and usually starts with ARDD Select if you would like invoices for PEXA Exchange or PEXA Plus Tip: You can search for invoices up to one month old  Search by date range Select Date under Search Type Enter your date range Select if you would like invoices for PEXA Exchange or PEXA Plus Tip: You can search for invoices up to one month old 4. Select and download invoices Select the invoices you would like to download from the list Select if you would like PDF's or CSV's Click Download to retrieve your invoices Tip: We recommend just donwloading the invoices you need 5. Complete Your invoices will be downloaded to your computer Tip: If you encounter an error when attempting to download multiple invoices at once, try selecting fewer invoices to download. ... View more

Before you begin You have previously created a matter in NSW or Victoria and completed your searches. Steps Log in to PEXA Plus Access your   existing matter Click on the Contracts tab to create your contract and set up your templates (VIC Only) Once your contract is created you can access and edit your contract The first time you access Contracts you should create your special conditions to be reused across all contracts you create. Once created, you can add special conditions to your contract Any searches returned to PEXA Plus at the time of creating your contract can be imported to your contract. Additional files can also be imported directly to the contract. Read more Finally, when your contract is filled out you can export it as a PDF ... View more

Before you begin Your Subscriber is active in NSW and VIC You have created a contract and have the contract open   1. Add attachments Click on Attachments on the left navigation 2. Import from PEXA Plus To import searches from PEXA Plus, press the Import from PEXA Pluss button Select the documents you want to import and press Import 3. Import additional documents If you would like to import documents from outside of PEXA Plus, Click Upload Files Here and import from your computer. Ensure the files uploaded are PDF only and less than 8mb. Tip: You can drag the imported files around to reorder however you like. Tip: Click the 3 dots to change the title. This will be printed in the Section 32 in Victoria ... View more

Before you begin Your Subscriber is active in VIC You have created a matter and are on the Matter overview screen Your matter was created for a VIC property   1. Access searches Click on the searches tab at the top of your matter Click the Add Searches button 2. Select search product Select Title and property certificates   3. Select searches A list of available searches for the address provided will be displayed Select your searches click Add to Order Tip: Any additional documents required will be highlighted   4. Enter additional information and place order Enter any additional information requested for your selected searches Accept the Terms and Conditions click Place Order Tip: Some products require a Title or Copy of plan to be purchased previously or together. If purchased previously you will need your Order Number.   5. Order placed You will receive a confirmation that your order has been placed successfully   6. Access your order Return to your matter or keep an eye on your email to view your completed search     ... View more

Before you begin Your Subscriber is active in VIC You have created a matter and are on the Matter overview screen Your matter was created for a VIC property You have previously completed a Title or Property Certificate search from Equifax   1. Access searches Click on the searches tab at the top of your matter 2. Locate your search Locate the search product that you require the order number for Expand the search Take note of the Reciept/Order No.   ... View more

We are constantly working to improve PEXA Plus, read what's new below. 21 April 2021 What's new Ability to manage your PEXA Key invitations in one place - Read more 21 March 2021 What's new Introduce ability to order property certificates by Volume and Folio in Victoria 22 September 2020 What's new View your peer rating - Read more 18 August 2020 What's new Users can now reprint previous invoices - Read more 17 August 2020 What's new RapidContracts available in NSW - Read more 14 August 2020 What's new Added link to status page Bug fixes Fixed issue with digital certificate renewal page load 11 August 2020 What's new Failed orders in Victoria now include a reason Victorian orders now display a reference number in the order details 29 July 2020 What's new Property and Council Certificates in Victoria - Read more ... View more

PEXA Plus is designed to help streamline your digital property transaction experience. It features interactive Workspace overviews, widgets, a more orderly flow for reviewing your upcoming matters, and many more tools to streamline your use of PEXA. PEXA Plus also offers a Marketplace (NSW and VIC only) with a range of suppliers that offer additional products and services, providing members with choice and transparency on price. To help you learn more about this exciting PEXA service, we’ve compiled a list of frequently asked questions below. PEXA PLUS AND MARKETPLACE WHAT IS AVAILABLE IN PEXA PLUS? Summary Dashboard to help manage your PEXA exchange workspaces – offering a simple overview of the status of your PEXA Workspaces, calendar view of your settlements, easy access to help content and community announcements, and pending invitations. Self-service features – ability to renew your digital certificates and download your PEXA invoices Access to a Marketplace (available in NSW and VIC) with a range of suppliers that offer products and services, offering choice and transparency, and price. Equifax, CITEC & Hazlett(NSW) for title and property searches Law Advisor for Digital Contracts WHO CAN ACCESS PEXA PLUS? Currently, PEXA Plus is available to all PEXA members, while Marketplace is accessible in NSW and VIC within their Matters. If for any reason you are having issues with accessing PEXA Plus or Marketplace (if you belong to the relevant jurisdiction) please contact our Support Centre or reach out to your PEXA Direct Specialist or PEXA Partner. HOW CAN MEMBERS ACCESS PEXA PLUS? All members can access PEXA Plus via this URL directly: https://plus.pexa.com.au. It is also accessible via the ‘Single Sign On’ navigation bar on the PEXA Exchange platform – simply click on the PEXA Plus icon. NSW and Victorian members will be able to access Marketplace (via Matters) from their PEXA Plus screen via the left-hand navigation bar. WHAT IS MARKETPLACE? Marketplace sits within PEXA Plus and provides PEXA members with access to a range of services from suppliers. E.g. Title Search suppliers, allowing you to choose which provider to purchase a search from with transparency. Marketplace partners with existing providers (where possible), helping you choose the right service at a suitable price-point Equifax, CITEC & Hazlett(NSW) for title and property searches Law Advisor for Digital Contract (NSW Only) Over time, PEXA plans to extend its offering in other jurisdictions, including introducing other services HOW DO I ACCESS MARKETPLACE AND WHAT IS A MATTER? To access Marketplace, you first need to create a ‘Matter’ using either a title reference and/or property address – your next step will then be tailored depending on whether you have either or both available. A Matter is a ‘file’ for all your marketplace activity associated with a property / transaction. Matters, accessible on the left-hand-side navigation pane – where you can select to create new Matter or access your existing list of Matters. Within the Matter, you will be able to view total Matter disbursements, enabling swift reconciliation. Supporting services such as purchasing Property Searches or a Contract of Sale will be available here. WHAT DOES MARKETPLACE OFFER TODAY? Currently in NSW, you have access to the below NSW Land Title Search Copy of Plan-Deposited Plan Copy of Plan-Strata Plan Copy of Plan-Crown Plan Copy of Dealing Copy of Primary Application SCIMS Misc Mark SCIMS Permanent Mark SCIMS State Survey SCIMS Trig Station ADIS Book and No. Cancelled Title Property Council Certificates (e.g. Sydney Water, Hunter Water, Planning Certificates etc) Digital Contract of Sale Currently in VIC, you have access to the below list of searches; VIC Title Search Copy of Plan Copy of Instrument OC Premium Report Final Search Title Diagram Property and Council Certificates Note: Members in Victoria must complete and sign a Deed for Landata prior to using Marketplace for searches - Conditions of Use. Click here to download. WHERE CAN I SEE MY TOTAL AMOUNT SPENT FOR A GIVEN ‘MATTER’? Go to your PEXA Plus Matter summary page and view the Matter breakdown on this screen. This will display a summary of the total amount spent on the specific Matter. You can download the Disbursement summary for the matter as a CSV or PDF too. HOW WILL YOU CHARGE/BILL FOR MARKETPLACE PURCHASES? Orders from Marketplace will be invoiced and billed monthly. All orders placed for the month will be invoiced on the 1st of each month and amounts will be direct debited from your nominated Office Account 14 days thereafter. You will be charged only for the completed orders. MAY I CHANGE THE ACCOUNT OR ACCOUNT DETAILS FOR MY INVOICES? PEXA will use your Subscriber Office Account for PEXA Plus invoices. If required, please contact PEXA’s dedicated Support Centre or accounts@pexa.com.au to update any details. I WOULD LIKE TO UPDATE MY INVOICE CYCLE FROM MONTHLY TO WEEKLY, IS THIS POSSIBLE? Generally, the billing for your PEXA Plus purchases will occur monthly. If a weekly billing cycle is required – please contact PEXA’s dedicated Support Centre and we can assist to set this up. MARKETPLACE SEARCHES I JUST ORDERED A SEARCH PRODUCT FROM MARKETPLACE BUT DIDN’T RECEIVE ANY NOTIFICATION. IS THAT NORMAL? When an order is placed and confirmed, you will receive an email with an attachment of the document/product that was ordered. If an email is not received within the expected timeframe (i.e. the same time the document is available in PEXA Plus for download), there are a few steps that may be taken: Check your junk/spam folder as the document may have been diverted to such locations. Refreshing your inbox to ensure that the folder you are checking is for the same email address that was used to login to Marketplace (note: some Members may have multiple email addresses for PEXA). Call our dedicated Support Centre for further assistance. I PUT AN ORDER THROUGH BUT HAVEN’T RECEIVED THE PDF RESULTS IN 'MY ORDERS'? All search products have different turnaround times: Document Type   Expected Turnaround Time NSW/VIC Title Searches < 5 mins NSW/VIC Imaged Document Within 10 mins if the document is digitized and available Council Property Certificates Delivery time as displayed per Product For more detail on a specific search product, click here to view the entire list. If you haven’t received the relevant document as per the above timeframes, please contact our Support Centre. WHAT IS THE PROCESS TO FOLLOW UP on THE STATUS OF MY COUNCIL CERTIFICATE? You may contact the PEXA Support Centre – they will liaise with the PEXA Plus product team to reach out to the relevant provider for further information on the status of the relevant Council Certificate. CAN I CANCEL MY ORDER? Generally, you cannot cancel an order that is placed via Marketplace – for most products, the order process happens very quickly, therefore we cannot recall the order on your behalf. Other products – e.g. Council Certificates, may take up to 10 days to be delivered due to processing timeframes. If the Certificate order is yet to be processed, then it may be canceled. Please contact PEXA’s Support Centre as soon as practical. They will then liaise with the PEXA Plus product team. I ACCIDENTALLY DELETED MY EMAIL; MAY I REQUEST ANOTHER COPY OF MY PURCHASE? Members can download the document by navigating to the “My Matters” section of PEXA Plus and selecting the specific matter and navigating to the Searches tab. The document will be available to download in this section. Note – the documents will most likely be downloaded to your “Downloads” folder on your individual PC. Note that all users within the organization will be able to see the “My Matters” screen and have access to specific orders and download a copy of the document if required. I AM NOT ABLE TO DOWNLOAD MY DOCUMENT VIA PEXA PLUS, WHAT DO I DO? After placing your order, it will move into one of three statuses: Complete and ready to download Pending Failed You can only Download if the order is in Complete status. If you are unable to download your document, please contact PEXA’s Support Centre who will assist.   HOW DO I ORDER the RELATED DOCUMENTS / DEALINGS E.G. S.88B INSTRUMENT, MANAGEMENT STATEMENT ETC You may order a standalone Plan & dealings with any provider in the Marketplace. You can order the related documents quickly via Equifax in NSW. One benefit of performing a search with Equifax in NSW is that once the order is complete, related documents are listed. You can select the related plan as well as dealings for the property via a quick search. Once a Title Search or copy of the plan document is ordered via Marketplace, a list of related documents or dealing (if applicable) will be presented to you and available as a “Quick Order”. To locate this list, go to the relevant search within “My Matters” – select to view the order details and a list of related documents and dealings will be displayed after the order information section. Can I use vol/fol details TO ORDER A VICTORIAN PROPERTY AND COUNCIL CERTIFICATES? You can place the Property and Council Certificates using Vol/Fol or Property address. Please select the Title and Property certificates search option when placing the order. You will be prompted to ask which data you would like to use to list the certificates for the property. MY ORDER IS STILL IN ‘PENDING’ STATUS. HAVE I BEEN CHARGED FOR THE ORDER? Orders will be charged as soon as they are placed. You will only be charged for orders that progress to a completed status. If your order has failed, simply place the order again from the start; you will not be charged for failed orders. CAN I CHANGE MY DELIVERY EMAIL ADDRESS FOR SEARCHES? The delivery email address for Marketplace orders cannot be changed. This is the account that is being used to log in to your PEXA account. MARKETPLACE DIGITAL CONTRACTS HOW DO I PURCHASE A DIGITAL CONTRACT OF SALE? You can a purchase digital contract via the available provider (e.g. LawAdvisor) within your existing Matter or by creating a new Matter, under the “Contracts” tab in the matters overview screen. This product offering is currently available in NSW & VIC. HOW DO I CREATE THE DIGITAL CONTRACT OF SALE? You can create the Digital Contract of Sale in your Matter by going to the Contracts Tab and following the order process. Once you have purchased the digital contract (via the ordering process), the digital contract of sale will be made available via a direct link to the LawAdvisor contract tool, where you will be able to view and edit your contract. If you purchased the digital contract of sale via a matter where you have populated existing property information, this will automatically be prepopulated in the digital contract. HOW DO I ACCESS AND EDIT MY EXISTING DIGITAL CONTRACT OF SALE? The only way to access and edit your purchased digital contract of sale is via your existing Matter in PEXA Plus. Go to the existing Matter and click on the contracts tab – your digital contract of sale will be displayed – click view to open. You can access your created contract and edit the contract directly via the LawAdvisor contract tool. HOW MUCH IS LAWADVISORS DIGITAL CONTRACT? LawAdvisor’s NSW digital contract is $17 per contract and VIC is $16.5. Visit the terms and conditions for more information HOW DO I PAY FOR MARKETPLACE PURCHASES? On the 1st of every month, your firm’s allocated finance contact is emailed the corresponding invoices for your Marketplace purchases from the previous month. On the 15th of every month, the total amount is direct debited from your nominated account. WILL I RECEIVE AN INVOICE FOR MY FREE DIGITAL CONTRACT PURCHASE? Yes, on 1 October 2020, you will receive an invoice listing your purchases at the free introductory offer. Your invoice will say “NSW Digital Contract - $0.00”. DO I NEED TO SET UP AN ACCOUNT FOR MARKETPLACE PURCHASES? No, the fee paying account nominated to your PEXA Exchange profile will be used for Marketplace purchases. I’M HAVING PROBLEMS EDITING MY CONTRACT, WHO SHOULD I CALL? You may contact the PEXA Support Centre who will assist you. ... View more

Welcome to the PEXA Plus Marketplace, which provides PEXA members with access to a range of suppliers that provide the products and services you need to complete a property transaction.   Marketplace is currently available to members who are activated to transact in NSW and VIC.   Ordering a property search in PEXA Plus is easy 1. Create a new matter Log in to PEXA Plus vis plus.pexa.com.au or via the Single Sign on icon with the Exchange, and create a new matter Tip: Have your property address or land title reference ready so you can create the matter faster. 2. Select and compare products Within your matter, choose which product or service you want to purchase: Title only searches Property or council certificates Document images or other certificates 3. Place your order A digital copy of the document will be delivered, usually within minutes, of placing the order and will appear in your matter. From there, you can view, print, or download the document. We have a range of training materials to guide you through using PEXA Plus.   Need help? If you require assistance or have additional questions, please contact our member support team or respond to this post. ... View more

We've prepared these how to guides to assist you with creating matters and placing search orders in PEXA Plus Marketplace. Quick reference guides Complete a search - New South Wales Complete a search - Victoria Find my previous searches Create and edit a contract - New South Wales Manage my PEXA Key invitations Detailed how to guides Matters Login to PEXA Plus Create a matter Accessing your matter Edit matter details Searches - NSW Order a title search Order a property or council certificate Searches - VIC Order a title search Order document image searches and other certificates Order Title and Property Certificates - Victoria Searches - General Access completed searches in your matter Access completed searches in your email ... View more

Before you begin You have previously completed a search in PEXA Plus for Victoria or New South Wales Steps Log in to PEXA Plus Access your existing matter Open the searches tab to access all searches for that matter. You can also check your email as a copy of the search would have been sent on completion. ... View more

Before you begin You must have an active PEXA login as a Practitioner Subscriber and be active in Victoria Steps Log in to PEXA Plus Access your existing matter or create a new matter Within your matter, you have the choice to perform a Title Search only or search for Document image searches and other certificates When your searches have been completed, you will receive an email containing your search results. You can also access your search results and check their status in your matter ... View more

Before you begin You must have an active PEXA login as a Practitioner Subscriber and be active in New South Wales Steps Log in to PEXA Plus Access your existing matter or create a new matter Within your matter, you can perform a Title Search only or search for property and council certificates When your searches have been completed, you will receive an email containing your search results. You can also access your search results and check their status in your matter ... View more

Before you begin Your Subscriber is active in VIC You have created a matter and are on the Matter overview screen Your matter was created for a VIC property The following documents are available through these steps: Copy of Plan Copy of Instrument OC Premium Report Title Diagram Final Search For additional search types, refer to the steps outlined in VIC Title and Property Certificates   1. Add searches Click on the searches tab at the top of your matter Click the Add Searches button 2. Select search product Select Document image searches and other certificates   3. Select searches Select the searches you would like to purchase from the search menu Select your preferred provider. Take note of the price Tip: A provider will only remain visible if they offer all the documents you have selected   4. Enter additional information and place order Enter any additional information requested for your selected searches Accept the Terms and Conditions click Place Order Tip: A provider will only remain visible if they offer all the documents you have selected   5. Order placed You will receive a confirmation that your order has been placed successfully   8. Access your order Return to your matter or keep an eye on your email to view your completed search     ... View more

Before you begin You have previously ordered a search in PEXA Plus Take note of the estimated delivery when you order your search, delivery time is driven by the provider and relative authority An email with PDF will be sent once the order has successfully been fulfilled You can also view and download your completed search at anytime directly in the matter   1. Check email Check your email for the completed search. Tip: The email will be from no-reply@pexa.com.au and will have a subject line consisting of your matter reference | PEXA Plus Delivery Advice ... View more

Before you begin Your Subscriber is active in NSW You have created a matter and are on the Matter overview screen Your matter was created for a NSW property   1. Add searches Click on the searches tab at the top of your matter Click the Add Searches button 2. Select search product Select Document image searches and other certificates   3. Select searches Select the searches you would like to purchase from the search menu Select your preferred provider Tip: A provider will only remain visible if they offer all the documents you have selected   5. Enter additional information and place order Enter any additional information requested for your selected searches Accept the Terms and Conditions click Place Order Tip: A provider will only remain visible if they offer all the documents you have selected   6. Order placed You will receive a confirmation that your order has been placed successfully   7. Access your order Return to your matter or keep an eye on your email to view your completed search     ... View more

Before you begin Your Subscriber is active in VIC You have created a matter and are on the Matter overview screen Your matter was created for a VIC property   1. Add searches Click on the searches tab at the top of your matter Click the Add Searches button 2. Select search product Select Title Search Only   3. Select provider Select your preferred provider Accept the Terms and Conditions click Place Order   4. Order placed You will receive a confirmation that your order has been placed successfully   5. Access your order Return to your matter or keep an eye on your email to view your completed search     ... View more

Before you begin You must have an active PEXA login as a Practitioner Subscriber   1. Login directly Go to plus.pexa.com.au in your browser Enter your PEXA User name and password click Log In Enter your PingID passcode if prompted 1. Login with Single Sign On Tip: If you are already logged in to PEXA you can access PEXA Plus directly Click on the single sign on navigation at the top right of the screen Select PEXA Plus to launch PEXA Plus in a new browser tab ... View more

Before you begin You must be a subscriber who is active in New South Wales or Victoria You are already logged in to PEXA Plus   1. Create matter On the side menu, click Matters Click Create matter Enter your matter details and property details. Click CREATE MATTER. 2. Enter matter details Enter your matter details click Continue TIP: Your matter reference can be anything you like   3. Enter property details Enter your property details click Create Matter Tip: If you don't know your title reference, you can perform an address lookup now 4. Matter created Congratulations, you have successfully created your matter You will now be taken to the Matter overview screen ... View more