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since ‎01-07-2016
‎09-12-2020
JenniferI
JenniferI Star Employee
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About JenniferI

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Generous Soul
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Latest Contributions by JenniferI
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  • Latest Contributions by JenniferI

Re: PEXA Projects (POT & MOT) | Release 7.1.0 | 13...

by JenniferI Star Employee in PEXA Product Releases
‎13-07-2020 05:10 PM
3 Likes
‎13-07-2020 05:10 PM
3 Likes
This is a great enhancement and one that has been requested by our members particularly when using PEXA Projects.   The scenarios that would greatly benefit from this enhancement are:   loan is paid out during a development/project settlement and the MOT is no longer required to be a participant MOT's incorrectly accepting participation request in a Project general errors in a Project and the requirement to completely withdraw from the Project accidental duplication of workspaces uploaded in a Project Jennifer Ivosevic PEXA Partner - Majors ... View more

Re: PEXA Projects (MoT & PoT) — Release 6.1.0 | 07...

by JenniferI Star Employee in PEXA Product Releases
‎28-08-2019 05:27 PM
5 Likes
‎28-08-2019 05:27 PM
5 Likes
Great to see that our Team have enhanced the Project Dashboard to include a filtering system that allows our members to filter through the workspaces that they are only wanting to work on.  In a large development, this enhancement was crucial to enable a smoother workflow.    "Withdrawn" workspaces were always sitting in with the active workspaces.  Now that all withdrawn workspaces can be filtered to sit in their own tab, this has created a more workable dashboard.   The "completed"  tab is also a great feature allowing our members to easily report what lots have settled without having to scroll through a whole list of lots that were not settled or withdrawn to locate their completed workspaces.   Great to hear pleasing feedback on the "settling today" tab allowing our members to simply work on those lots settling today in a clean, user friendly dashboard.   Jennifer Ivosevic PEXA PARTNER - MAJORS, Vic. ... View more

Re: PEXA Projects (PoT) — Release 6.0.0 | 17 June ...

by JenniferI Star Employee in PEXA Product Releases
‎26-06-2019 12:11 PM
8 Likes
‎26-06-2019 12:11 PM
8 Likes
As Victoria's PEXA Developer Specialist, I must add that  PEXA Projects 6.0.0 (PoT) is proving to be a great success with our members who now have the ability to efficiently upload  their excel spreadsheet to create workspaces in bulk without the need to await our .csv file.  I thought I would add a few tips on how to prepare your excel spreadsheet:-   Only have the following columns in your spreadsheet:  Lot No;  File No;  Purchasers’ names;  Purchasers' Representative;  Consideration;  Child Title.  Do not use an “&” or “and” in between the purchasers' names if there are 2 purchasers.  Simply separate them by a “coma”  ie Jen Smith, John Smith. Name the sheet tab “WORKSPACES”. Do not use a decimal in the consideration column ie 150000 Hope this helps.   Jennifer Ivosevic PEXA Developer Specialist, Vic. ... View more

Re: To unclaim stamp duty

by JenniferI Star Employee in Ask the PEXA Community
‎09-05-2018 05:20 PM
1 like
‎09-05-2018 05:20 PM
1 like
Hi JennieS   Great to hear that you worked it out.     Our Community is great tool where we can share and learn.   Thanks, Jennifer  ... View more

Re: To unclaim stamp duty

by JenniferI Star Employee in Ask the PEXA Community
‎09-05-2018 04:46 PM
1 like
‎09-05-2018 04:46 PM
1 like
Hello   If settlement is delayed, my understanding is that stamp duty will have to be re certified again in your DOL assessment.  This is done by editing your assessment in DOL and clicking on ACKNOWLEDGE AND CERTIFY again.   After you have acknowledged and re certified, you are required to verify the duty again in the PEXA "stamp duty" screen.   Stamp duty will then populate in the Financial Settlement Schedule @migration_harrysonglawyers wrote: Hi,   I understand that we need to claim and acknowledge stamp duty via the SRO duties online to verify and continue with the following tasks in PEXA.   What do we do if purchaser is unable to settle on the confirmed settlement date, one day prior. Do we need to redo everything all over again or can we just edit to not claim the transaction in SRO duties online and claim/verify/acknowledge it again.   Please advise.   Thank you. as a destination line item.   Hope this answers your question. Thanks Jennifer Ivosevic PEXA Direct Developer Specialist.   ... View more

Re: Linked Lodgements - available in the role of I...

by JenniferI Star Employee in Ideas and Suggestions
‎26-02-2018 04:20 PM
1 like
‎26-02-2018 04:20 PM
1 like
I agree Jemma,   I have a client who wants their client's three settlements to occur at the same time but if one fails, does not want the others to settle.  They are not obtaining finance so no IM.   It's clear that we do require this facility in the role of IP or POT as this is coming up quite often.   Thanks. @JemmaHirstwrote: Hello   I have been completing several Train the Trainer sessions across Australia lately, and am getting consistent feedback, that the ability to Link Lodgements in the role of Incoming Proprietor or Proprietor on Title would be beneficial in a number of scenarios: - Developers purchasing several lots and require all to go through, or none to go through - interdependent contracts - this is a relatively regular occurrence.   @cgenockey from Thomson Geer and @yvettegraetz from Minter Ellison (along with other practitioners) have expressed that this would be extremely beneficial in their practice and for many other practitioners.   Would be great if this could be explored further.   Many thanks   ... View more

ENTERING DESTINATIONS IN THE SETTLEMENT STATEMENT ...

by JenniferI Star Employee in Ideas and Suggestions
‎02-11-2017 07:51 AM
3 Likes
‎02-11-2017 07:51 AM
3 Likes
I have been asked recently whose responsibility it is to enter destination line items into PEXA for payments to third parties, particularly to council, water and owners corporation. Some practitioners are reluctant to enter these line items, believing it is not their responsibility to undertake this task.     According to the PEXA Transfer Guidelines, (guideline 14] The Incoming Proprietor and Proprietor on Title enter payment destination line items into the Financial Settlement Schedule.      There is no guideline to state who should enter the utilities payments, and we often see practitioners working collaboratively to finalise these amounts.   It is good practice for the practitioner representing the Incoming Proprietor to ask the relevant authority for BPAY and reference number when seeking an update from them as to what, if any, amount remains outstanding to them in anticipation of settlement.  On the other hand, if the Proprietor on Title’s representative has these details from their client's most recent bills, they can enter the payments into the destinations.   We note that most authorities are now including the BPAY and reference numbers into their certificates, making this task more streamlined and efficient.   In the case where the details cannot be obtained, a suggestion is for the Incoming Proprietor to enter a destination line item directing the payment to their Trust Account.  A trust cheque can be drawn after settlement which can then be sent off to the relevant authority with the Notice of Acquisition.   Hoping this will now help when entering DESTINATIONS.     ... View more
Category:
  • Financial Settlement

Re: Coral Close Conveyancing - 10 Workspaces in th...

by JenniferI Star Employee in Share your Experiences
‎21-04-2017 10:58 PM
3 Likes
‎21-04-2017 10:58 PM
3 Likes
Congratulations Coral Close Conveyancing.     @JennyTowers you will be a "Pexpert" and a credit to @KarenBarr ! ... View more

Re: Welcome, Jennifer Feeney & Co Lawyers to PEXA!

by JenniferI Star Employee in Share your Experiences
‎12-10-2016 06:27 PM
2 Likes
‎12-10-2016 06:27 PM
2 Likes
There are many easy ways for businesses and organizations to reduce their paper use and costs, and a perfect way is by settling conveyancing matters electronically.  I think we underestimate the amount of paper we use during the course of a conveyance.  If we did the statistics, it would be astounding.  Welcome Jennifer & Trish (and of course Lenny).  We look forward to assisting you with your PEXA journey. ... View more

Re: Another successfully completed PEXA settlement...

by JenniferI Star Employee in Share your Experiences
‎25-08-2016 08:23 PM
5 Likes
‎25-08-2016 08:23 PM
5 Likes
It has been an amazing ride with Provey Conveyancing. All their wonderful staff have embraced PEXA and are the leaders for the most "invitations" sent Australia side. Welcome to the Community Khiem, Rebecca, Tegan, Donna, Luke, Emma and all of those I am yet to train. ... View more
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