About Jodietai

Jodietai · ‎26-11-2018

Hi PEXA Is it possible for the Funds Confirmation panel to populate when the workspace has both a financial settlement and transfer involved? We've had scenarios whereby loan documents were received back from the client however when we were updating the workspace we were unable to select 'Yes' or 'No' for Client Authority to provide shortfall. If we're ready to settle there would be no need for us to view the workspace to ensure this field has been completed which then leads to additional conversations received to query if authority is held. Interested to hear feedback, thank you.

Jodietai · ‎23-11-2018

Hi PEXA Team We have only noticed post settlement that the address populated for a workspace has been misspelt. I've double checked the History to confirm if the Land Titles address was manually edited but this is not the case. The Registry Information Supply was received a few hours after the workspace had been created. The address populated had the suburb of Ssecret Harbour - if this has been auto-populated by the system, how is it possible that a spelling error has occurred? We also did our own Title Search prior to creating the workspace which displayed the correct spelling of Secret Harbour. Thank you

Jodietai · ‎13-11-2018

Hi Could someone please confirm when the Incoming Mortgagee is able to select Yes or No for the Client Authority to provide shortfall? We have received loan documents from our clients however the "Funds Confirmation" section found in the Settlement Summary is not displaying and we cannot select Yes or No. I've double checked the Workspace Settings to ensure the workspace has been set up correctly and Yes has been selected for "Will this transaction involve a Transfer". Any help would be appreciated, thank you.

Jodietai · ‎17-08-2018

Hi PEXA Could I please have an update regarding the DA checkboxes displaying at the time a workspace has been created? Currently our process is to create a workspace when the Loan Contracts have been generated then invite the OFI to the workspace, upload the DA if held and share the document with the OFI - this process is completed by a different department that only create workspaces. There is no option for this department to select the DA checkbox confirming when the DA was sent. Once Loan Contracts have been returned another department will verify the contracts then view the workspace. They then have to view the Files tab to confirm if the DA has already been uploaded which causes an extra step. Since there has been more emphasis placed on the Banks to complete the checkboxes, it would be beneficial to have the checkboxes available when the workspace has been created. Could you please provide any feedback or updates, much appreciated. Thank you

Jodietai · ‎01-08-2018

Hi @amason Is there any updates regarding the DA Sent/Received checklist items to display when an IM is in the workspace? Our team have been proactive by uploading the DA when creating the workspace for a Refinance however they have no option to select DA Sent. Thank you

Jodietai · ‎11-05-2018

Hi Rukshana Thank you for clarifying.

Jodietai · ‎09-05-2018

Hi all I'm not familiar with QLD settlements as we have a solicitor who acts on our behalf to effect the settlements however I would like more information as to why the Property description in the Land Titles section displays Lot x RPxxx (no longer used) (no longer used) which then comes across to the National Mortgage document in the Property Address field. When I logged into the training site the Property description had the full street address. Will there be an update to reflect this in the live environment or is this affecting a percentage of titles? Thanks for any replies in advance!

Jodietai · ‎16-01-2018

Hi PEXA Regarding the client's authority, if we select 'Yes' we hold an authority, are the last four digits of the client's account number a mandatory field? Thank you

About Jodietai

Client Authority

Incorrect Spelling of Address

Client Authority

Discharge Authority Checkboxes

Re: PEXA Release 7.1.1 | 12 March 2018

Re: QLD Property Description

QLD Property Description

Re: PEXA Release 7.1 | 5 February 2018