About DMc

DMc

Thanks for sorting, tested, and resolved as of this morning. Thanks for listening! :) Just uncertain why former address still shows on new invoices...

Marty

Hi @srenwick, Yes, as @DMc says there's been the option to attach documents to the PEXA Settlement Notifications for just over a month now. We worked with REINSW on the solution, and they've given it their tick of approval, so there's no reason agents should be requesting a separate letter via email. Give the attachments feature a go. And if you're still met with resistance, refer the agents to the below REINSW endorsement. REINSW's endorsement: Source: REINSW 'Keeping It Real' Newsletter 9/9/2020 (link)

AngellaC

Hi @Jodietai Correct - you should be able to proceed on matters for parties with one name in PEXA. It is also my understanding that you should be able to settle these matters on PEXA for FHOG recipients. I believe that the banks need to use a full stop in the surname of the FHOG system, but this can be ignored in Revenue Online, although it will prompt the user in the system with a warning to that the fact that the names are slightly different, but this can be proceeded with, once acknowledged. Further information on this can be found in our WA Transfer Duty Troubleshooting Guide: https://community.pexa.com.au/t5/Share-your-Experiences/Troubleshooting-guide-for-WA-Transfer-Duty-Verification/m-p/17198 Hope this helps, Angella

Saysa · Re: PEXA Release 12.1.2 | 05 October 2020

Hi, @DMc We're rolling out the new FSS in phases so it's not too late the join the pilot :) Someone from PEXA will reach out to you shortly. @Clarkee As for screenshots, we're working on this at the moment and will post something up soon. In the meantime, please check out the Enhanced Settlement Summary site, which has some more details about the rollout.

DMc

Thanks @TJ Just a note for anyone unsure and to clear things up – once Financial Settlement has moved to Settled, Financial Settlement has been successfully and irrevocably completed. That explains why an e-Settlement with Linked e-Settlement, Proceeds to Settled before Lodgment proceeds past Ready and sends Settled Notifications out too!

DMc

@tezandjoe Hopefully now been sorted for you! Just in case, are you aware of the PEXA Seller funds Guarantee? https://community.pexa.com.au/t5/Announcements-Outages-Service/Residential-seller-guarantee/ba-p/10717 There is also a Guarantee for the use of PEXA Key... https://community.pexa.com.au/t5/Help-Centre/Introducing-PEXA-Key/ba-p/17263 https://www.pexa.com.au/pexa-key-secure-communication-guarantee

Mel79

Thank you :)

kbalaba · ‎19-08-2020

If there a way to download the complete project data?

DMc · ‎11-08-2020

Love it! Would be easy to expand this across the Nation, might even be adapted as a business model for some entrepreneur! :D

TSullivan · ‎10-08-2020

Hi @cstewart This is something that we have been looking to provide to the workspace. NOA's for Survivorship and Transmission. We are currently looking the options and working through the prioritisation. We will let you know as we progress with this initiative. Regards, Travis Sullivan - PEXA

DMc · ‎05-08-2020

With PEXA Release 12.1.0 | 03 August 2020 https://community.pexa.com.au/t5/PEXA-Product-Releases/PEXA-Release-12-1-0-03-August-2020/bc-p/20701#M298 YIPPEE Attach PDF to Notifications -Thanks for listening! In the provided example will each party be notified as CC recipient, then by extension- if Private Notification is ticked then each party is BCC'd?

DMc · ‎23-07-2020

My understanding is that PEXA support are fairly rapid issuing a new/replacement Digital Certificate, after conducting some troubleshooting, it might rely on the post/courier to arrive where it needs to go. A possibly faster option may be for the (perhaps temporary) issue of a Soft Token/Key/Digital Certificate, but that would still need to issue from PEXA after subscriber completes the process with PEXA.

DMc · ‎23-07-2020

That time of the year again, Happy Birth day week, Community! Now that we are 4, I guess we're too old for parties now? Unless my invite is still in the mail. ;) On a side note, have Tags been disabled?

DMc · ‎20-07-2020

OK Since we all know that PEXA is already different, How about we apply some common standards. Especially with the Conversations order; Anyone that has used a mobile phone chat/sms program for the past 20 years or so, would know that the latest messages are at the bottom because the reply box is at the bottom. These are currently reversed in the PEXA browser. This could and does have other ramifications to using conversations via the API which would have adopted the common chat standard. Allowing confusion to reign especially when conversations refer to "below" messages which depending on how viewed may be displayed "above". Hope that makes some common sense. Cheers for listening! ;)

EmilyBilling · ‎15-07-2020

Hi @Colenso, Thank you for your feedback on PEXA Key. Unfortunately we do have a limitation when registering to use PEXA Key that does require an Australian mobile number. I understand this is not ideal and does not assist you or your wife being able to track your property sale from the UK. This is a change we are currently investigating, however will take some time to implement. Thanks again and I've shared your feedback with the product team. All the best for your property sale. Warm regards, Emily Billing Product Owner, PEXA Key

DMc · ‎13-07-2020

The word "registry" is missing in end of first paragraph "What happens on settlement day?" with the land... ...registry. Any way to tweak, the mentioned timing under "Generally, it takes 15 to 45 minutes..." have been trying to manage client expectations to say ~1hr this is especially true in Bankwest trust accounts are involved. Then funds can take ~3-24 business hours to be disbursed, per support line recommendations. Often Sellers expect and want to know when funds will be in their account once settled too... suggest a notice for once funds have actually been disbursed too. 😉 Mentioned timing differs from reality.:/

HeathHill-WBC · ‎24-06-2020

Thank you for the update @Saysa. Looking forward to the Release Notes for R12.1.0 being available soon

DMc · ‎19-06-2020

I found some other benefits. ;) puts the 's' in mittens or 'g 'in glove #TogetherApart #PROPXConnect

DMc · ‎17-06-2020

Hi @DougPun Thanks for the clarification. Any chance the BPay Billers as Collective (at least ones we deal with i.e. Local Authority, Water, Land Tax, Strata) could specify their minimum and maximum amounts they will accept via BPay on their issued bills? If the request came from PEXA on behalf of Practitioners Australia wide, it may actually be heard. ;)

Annelie · ‎11-06-2020

Thanks Jarrod, I will be keeping an eye out for developments in this area. Please keep us members informed of any progress. Regards, Annelie

DMc · ‎10-06-2020

Thanks for the Post. May I suggest a quick link to this post and other relevant FAQs in the actual workspace for user to find the answer directly. Keep up the good work.

DMc · ‎21-05-2020

Or merely in case anyone is keen to DIY or build your own... https://css-tricks.com/how-to-build-a-chrome-extension/

DMc · ‎06-05-2020

Hey @JulieLamb Stumbled across this in case of interest... https://community.pexa.com.au/t5/Ask-the-PEXA-Community/Successful-lodgement-but-Settlement-Failure/m-p/19035#M6600

DMc · ‎05-05-2020

Hi @Fitzy I guess you are talking about a Trust Account. We utilise our Practice Management Software via the PEXA Application Programming Interface ( API) to generate the appropriate references (prefixed with Pexa Settlement) on deposits (utilises File reference) and deductions (shows Workspace ID) to our Trust Account. In short, you may have to liaise with your Practice Management Software provider to ensure it's set up suitably for your purposes.

DMc · ‎05-05-2020

Suggest allowing files & maybe conversations (At least regarding ATO forms) to still be uploaded and communicated to the Settled Workspace after settlement. Allows Secure communication & confirmation of the ATO Form 2 being done. BTW would be nice to have a direct link to generating the appropriate ATO form as well! #HintHint ;)

DMc · ‎03-05-2020

Hi Brett. I realise it's a how-to suck eggs/handball pass but, inc ase of use for others - If you haven't already done so, try the Subscriber Search listed contact, there is phone and email with a note which reads; " Subscriber's Transaction Limitation Please send the invitation to the Panel Solicitor referred to in our correspondence The selected Subscriber has indicated that they do not wish to receive invitations to join workspaces at this time. ") Ask them, who is their current panel solicitor especially for Bank First Vic. TCU matter. could also try the CU History search... https://community.pexa.com.au/t5/Ask-the-PEXA-Community/Looking-for-a-Credit-Union-or-Building-Society-History-search/m-p/15770 ;) Best of luck!

Saysa · ‎28-04-2020

@HeathHill-WBC No outage for this release :)

DMc · ‎27-04-2020

Curious as to your method on HOW... " We will, as always, keep you informed and up to date with when this feature is enabled."

markcurtis88 · ‎02-04-2020

Hi Brett and team Hope you are all keeping well. Please confirm if we wish to lodge a second mortgage can our client bank also lodge in PEXA a Form 30 to change the mortgage Priority or does this have to be lodged at LTO with paper and accompanying the second mortgage? Cheers Mark Curtis @ Corrs

nfras000 · ‎01-04-2020

Hi @DMc, unfortunately, no update on this request. It seems logical and not altogether that difficult to implement. In the meantime, I just copy and paste them from one workspace to the next.

About DMc

Re: Efficiency and Processes, Customization of Inv...

Re: Order on the Agent

Re: Single Name

Re: PEXA Release 12.1.2 | 05 October 2020

Re: What happens at Settlement?

Re: Funds from Property Settlement

Re: Contact number Bank of Queensland

Re: PEXA Projects | FAQs

Re: Virtual Wine Tasting During VIC Lockdown

Re: PEXA Release 12.1.0 | 03 August 2020

Re: Settlement Notification | Help Centre

Re: My settlement agent has failed the settlement ...

Re: Happy Birthday Community!

Re: Using the Conversations Tool | Help Centre

Re: Feedback on PEXA Key

Re: Introducing PEXA Key

Re: PEXA Release 12.0.2 | Deferred

Re: Celebrating Sometimes Working From Home

Re: Rate payments - destinations - minimum amount?

Re: PEXA closure on 8 June 2020

Re: Member Support Centre: Common calls #1

Re: Watching settlement status progress in your wo...

Re: WA Registrar's Caveat

Re: References on bank statements

Re: GST withholding in PEXA

Re: Bank First - Victoria Teachers Credit Union Li...

Re: PEXA Release 12.0.0 | 04 May 2020

Re: PEXA Release 11.1.1 | 14 March 2020

Re: How do second mortgages work in PEXA?

Re: Notifications on settlement