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since ‎21-03-2017
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NancyMadafferi
Moderator NancyMadafferi Moderator
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Latest Contributions by NancyMadafferi
  • Topics NancyMadafferi has Participated In
  • Latest Contributions by NancyMadafferi

Re: Transmission Application (APR) (VIC) | Help Ce...

by Moderator NancyMadafferi Moderator in Help Centre
2 weeks ago
2 weeks ago
@amynhan select Other > Residual documents from the Create Workspace screen.   Once you have represented your client and proceed to the Documents screen, select Create Document > Other Documents and use the Search functionality to locate the Transmission Bankruptcy.   If you need any further assistant please reach out.   Cheers Nancy ... View more

Re: Notice of Death (NSW) | Help Centre

by Moderator NancyMadafferi Moderator in Help Centre
‎13-10-2021 08:05 PM
‎13-10-2021 08:05 PM
Hi @Kiran2021    Any existing process that applied before the CORD removal is still relevant. Hence if it was requirement to obtain a Mortgagee Consent and have it on file then it is still required now.   Always ensure you have all of the correct evidence in your file as these are the Registrars requirements and  will need to be produced should you be audited.  More information can also be found here.    Cheers Nancy ... View more

Re: Transfer of Interest—Mortgage or Annuity Charg...

by Moderator NancyMadafferi Moderator in Help Centre
‎11-10-2021 08:34 PM
‎11-10-2021 08:34 PM
Hi @CLiphuyzen    This question is better answered by the Land Registry. However in saying so it is generally recommended you complete the same process you would have completed in paper.  I can only provide instructions on how to complete the document in PEXA. The document can technically be lodged however there may be some rules in place that may either cause a Lodgement Verification error when the Land Registry checks your document or in some circumstances if it is a Land Registry requirement, may cause your lodgement case to be requisitioned. Hence why I recommend contacting the Land Registry to ascertain if they are able to provide further information for you.    Cheers Nancy  ... View more

Re: PEXA Release 14.0.0 | 10 May 2021

by Moderator NancyMadafferi Moderator in PEXA Product Releases
‎05-05-2021 09:36 AM
1 like
‎05-05-2021 09:36 AM
1 like
Hi @kennedsh    The Panel Master auto representation is functionality for Panel Members. It means that where the Panel Member is creating a Workspace for the Panel Master to either lodge or discharge a Mortgage, they can auto represent the Panel Master by selecting the Panel Master on the Create New Workspace screen.   This means that the Panel Member will no longer need to proceed to the Participant screen once the Workspace has been open to represent the Panel Master.  This reduces the amount of time and clicks it takes the Panel Member to complete a transaction on behalf of the Panel Master.   This change does not replace any of the FI procedures or processes.  Let me know if you have any further questions or concerns   Cheers Nancy ... View more

Re: PEXA Release 14.0.0 | 10 May 2021

by Moderator NancyMadafferi Moderator in PEXA Product Releases
‎03-05-2021 02:39 PM
‎03-05-2021 02:39 PM
Hi @JackCave    I have confirmed that the functionality to allow an MOT to view the last 4 digits of the surplus account where surplus is handled by the POT will be released later this year - watch this space!   Cheers Nancy ... View more

Re: PEXA Release 14.0.0 | 10 May 2021

by Moderator NancyMadafferi Moderator in PEXA Product Releases
‎03-05-2021 12:18 PM
1 like
‎03-05-2021 12:18 PM
1 like
Hi @JackCave    The client name field in the invitation is a mandatory field.   Where the Party name is known by PEXA - for example where your are inviting a Proprietor on Title (POT)- the names of the POT's will automatically appear (you can remove any parties if they are not applicable).   Where the Party name is unknow - for example if you are inviting an Incoming Proprietor, the field is a free text field.    In relation to your question about Surplus funds, I will liaise with the Product Owner for this functionality and get back to you.   Cheers Nancy   ... View more

Re: PEXA Release 14.0.0 | 10 May 2021

by Moderator NancyMadafferi Moderator in PEXA Product Releases
‎29-04-2021 10:53 AM
3 Likes
‎29-04-2021 10:53 AM
3 Likes
Hi @JackCave  Thanks so much for reaching out.  The Email Notification is in relation to emails that you can have automatically sent out at settlement through PEXA.  See here for help on how to send a settlement email.      When an invitation is sent from the Participant screen, there is a field that can be populated to add in the client names for the invitee:   The name populated in the invite is then displayed on the invitations screen for the Subscriber you have invited, assisting that Subscriber to easily identify which client the invitation is in relation to.      Let me know if you have any further questions.   Cheers Nancy ... View more

Re: Lease (NSW) | Help Centre

by Moderator NancyMadafferi Moderator in Help Centre
‎12-02-2021 04:48 PM
2 Likes
‎12-02-2021 04:48 PM
2 Likes
Hi @Amanda19  Thanks for reaching out.   You absolutely can create a Lease without the Lessee being represented now. I suggest withdrawing the invitation to the Lessee and if you have created the Lease document, select the action cog beside the Lease and 'Remove Document'.   We have this handy article on our Community Help Centre that will step you through how to complete the new Lease: https://community.pexa.com.au/t5/Help-Centre/Lease-NSW-Help-Centre/ba-p/13758   If you have any questions or concerns don't hesitate to tag me in your reply.   Cheers Nancy ... View more

Re: PEXA Release 13.0.1 | 07 December 2020

by Moderator NancyMadafferi Moderator in PEXA Product Releases
‎16-11-2020 05:19 PM
1 like
‎16-11-2020 05:19 PM
1 like
Hi @sgoscombe    That is correct, the date of birth will only be used on the Dashboard to differentiate parties you represent that have the same name.   Thanks  Nancy ... View more

Re: Team SA joins Backpacks 4 Kids SA Packing & So...

by Moderator NancyMadafferi Moderator in South Australia
‎26-10-2020 09:07 AM
‎26-10-2020 09:07 AM
Well done guys. Such a great cause! Thank you for sharing  ... View more

Re: WA | Daylight savings

by Moderator NancyMadafferi Moderator in Western Australia
‎06-05-2020 01:18 PM
3 Likes
‎06-05-2020 01:18 PM
3 Likes
Hi Community   To make understanding settlement times easier, we have created this handy table. Remember to check out Hours of Operation for details on settlement operating hours.    Cheers Nancy ... View more

Re: section 18 (3) - transfer not in conformity

by Moderator NancyMadafferi Moderator in Ask the PEXA Community
‎05-12-2019 11:25 AM
‎05-12-2019 11:25 AM
Hi @Majella    Each Transfer document in PEXA is designed to the specifications of the Land Registry. The question in the transfer document that asks ' Were all Transferees named in the Contract/Agreement?' is specific to VIC, WA and QLD.   Both NSW and SA Transfer documents do not ask this question within the Transfer document in PEXA. If you have a scenario where not all transferees are named in the contract for NSW please contact the Land Registry and Revenue NSW for further clarification on whether this transfer scenario is eligible for electronic lodgement. ... View more

Re: Transmission Application SA by Executor of an ...

by Moderator NancyMadafferi Moderator in Ask the PEXA Community
‎26-11-2019 02:59 PM
‎26-11-2019 02:59 PM
Hi @DuncanFowler    In South Australia the transmission document asks the following questions: Is the Deceased party registered on title as an Administrator or Executor? If yes, please enter the details of the Deceased Proprietor on Title; OR Are there any executors, of whom probate has been granted but not registered, who are now deceased (except if there is a Surviving Executor)? If yes, please enter their details; OR Are there any executors, of whom probate has been granted but not registered, who are incapacitated? If yes, please enter their details. From the information you have provided I am not clear as to the exact circumstances, however, if the executor you represent is the executor of the individual who was named as an executor but never registered on title then you would be able to complete the transmission in PEXA. You would answer Yes to the question above and provide details of the unregistered executor as an example.    In PEXA in the role of Incoming Proprietor you would represent your executor (provided you have a signed CAF and VOI) and assign them a party capacity of Executor (if that is correct).   Please let me know if I have answered your question or if you need any further assistance.   Kind regards  Nancy   ... View more

Re: Caveat on behalf of joint propietors where the...

by Moderator NancyMadafferi Moderator in Ask the PEXA Community
‎18-11-2019 10:21 AM
‎18-11-2019 10:21 AM
Hi @AnitaMPW    To complete a Caveat you will open the workspace as Incoming Caveator. To represent an individual Caveator you will select Create Party on the Participants screen, complete the party details and select Save. You will complete this step for each Caveator you represent.    Once all Caveators have been correctly represented you can proceed to the documents screen and create the Caveat Document.    Full instructions can be found here: https://community.pexa.com.au/t5/Help-Centre/How-to-Create-a-Caveat-All-States-Help-Centre/ba-p/8   Please let me know if you have any further questions Cheers Nancy ... View more

Re: Application for surviving properietor

by Moderator NancyMadafferi Moderator in Ask the PEXA Community
‎18-11-2019 10:14 AM
3 Likes
‎18-11-2019 10:14 AM
3 Likes
Hi @KAMANI    You can complete a Survivorship Application in Victoria and South Australia.   Please see the following articles on how to complete these documents in PEXA.   https://community.pexa.com.au/t5/Help-Centre/Standalone-Survivorship-Application-ASP-VIC-Help-Centre/ba-p/5777   https://community.pexa.com.au/t5/Help-Centre/Survivorship-Standalone-SA-Help-Centre/ba-p/13091   If you need any further information please let me know.   kind Regards Nancy ... View more

Re: PEXA Release 11.0.0 | 11 November 2019

by Moderator NancyMadafferi Moderator in PEXA Product Releases
‎11-11-2019 12:11 PM
‎11-11-2019 12:11 PM
So glad to hear @BGoodwin! ... View more

Re: PEXA Release 11.0.0 | 11 November 2019

by Moderator NancyMadafferi Moderator in PEXA Product Releases
‎11-11-2019 11:58 AM
‎11-11-2019 11:58 AM
Hi @BGoodwin    I just had a look and I can see that as long as the workspaces that you want to be signed are selected, using the check box on the left hand side, the 'Sign Selected' box will appear as a blue icon in the top left hand side of the screen.   Please reach out if you cannot see it.    Cheers Nancy ... View more

Re: NSW Transmission Application within a sale wor...

by Moderator NancyMadafferi Moderator in Ask the PEXA Community
‎10-09-2019 04:16 PM
1 like
‎10-09-2019 04:16 PM
1 like
Hi @Maree1    If you are completing a Transmission, you will need to represent the executor/Administrator.  If this is being completed in the same workspace as a Transfer you will need to ensure to open the workspace with a financial settlement date and time and invite the Purchasers representative to the workspace. Here is an article that will assist in completing a Transfer for a Wills an Estates matter.    If you are moving the property directly into the name of the beneficiary perhaps you may like to complete a Transmission Direct to Beneficiary. In this instance you would represent the beneficiary and have a signed letter from the grantee authorizing the transaction.    Further information on Transmissions can be completed here, information on a Transmission direct to beneficiary can e found here.  ... View more

Re: Transfers pursuant to a Family Court Order in ...

by Moderator NancyMadafferi Moderator in Ask the PEXA Community
‎28-08-2019 12:45 PM
‎28-08-2019 12:45 PM
Hi CSC   Thanks for your question.   The transactions that are in scope are set here.   Kind regards Nancy ... View more

Re: section 18 (3) - transfer not in conformity

by Moderator NancyMadafferi Moderator in Ask the PEXA Community
‎28-08-2019 12:40 PM
3 Likes
‎28-08-2019 12:40 PM
3 Likes
Hi @fadichahine    Thanks for your question.   When preparing the Transfer document in PEXA, you will be asked if all of the Transferees were named on the contract/Agreement. You can select if they were not all named. Because you will have already represented the party on the participant screen, you will be able to select which tranferee was not named.    Hope this helps   Kind Regards  Nancy ... View more

Re: NSW Transmission Application within a sale wor...

by Moderator NancyMadafferi Moderator in Ask the PEXA Community
‎26-08-2019 05:10 PM
2 Likes
‎26-08-2019 05:10 PM
2 Likes
Hi @Maree1    Apologies for the delayed response. In NSW these can be lodged together, it is imperative to ensure the lodgement order is correct however.   Kind Regards Nancy ... View more

Re: Leases NSW

by Moderator NancyMadafferi Moderator in Ask the PEXA Community
‎26-08-2019 05:08 PM
1 like
‎26-08-2019 05:08 PM
1 like
Hi @carolyn3    Both the lessor and the lessee must be represented in PEXA in order to successful lodge the Lease electronically.  Both parties are also required to sign the Lease document and will be charged a PEXA fee.    If both parties are not represented by a legal practitioner registered with PEXA, you can still lodge the lease in paper. Please see the mandate timetable here.   Hope this helps.   Kind regards  Nancy ... View more

Re: Webinars

by Moderator NancyMadafferi Moderator in Ask the PEXA Community
‎10-04-2019 05:04 PM
‎10-04-2019 05:04 PM
Hi @salbanis    The recording will be available in 7 days on the PEXA Webinar page located here.   The Transfer and Stamp Duty tips are located in the following article: https://community.pexa.com.au/t5/Ask-the-PEXA-Community/Helpful-hints-Why-is-my-settlement-not-ready-How-do-I-make-sure/m-p/6534?advanced=false&collapse_discussion=true&q=why%20is%20my%20settlement%20not%20ready&search_type=thread   Cheers Nancy ... View more

Re: Transmissions with Transfer

by Moderator NancyMadafferi Moderator in Ask the PEXA Community
‎10-04-2019 04:59 PM
1 like
‎10-04-2019 04:59 PM
1 like
Hi @MCOLAW    If your Transmission is lodged in the same workspace as a Transfer, they are lodged at LRS as part of the same lodgement case.   If for any reason either document should require manual review by LRS, the workspace will remain in a 'Lodged' status until LRS advise PEXA that the registration of the documents is 'Completed' and 'Registered'.     Hence, as this process occurs after the documents have gone to settlement, it does mean the funds have been exchanged. You will have your dealing number in the Documents screen and you can use this 'receipt number' to contact LRS about your settlement at any time.   Should you require your Transmission to be processed prior to the Transfer please create and lodge this document prior to creating your Transfer workspace.    For further information on what happens at settlement please see the following video below: https://community.pexa.com.au/t5/Transacting-in-PEXA/What-happens-at-Settlement/ba-p/270?advanced=false&collapse_discussion=true&q=what%20happens%20at%20settlemement&search_type=thread   Kind Regards Nancy ... View more

Re: Training database

by Moderator NancyMadafferi Moderator in Ask the PEXA Community
‎30-11-2018 11:28 AM
‎30-11-2018 11:28 AM
The Training environment is now correctly processing NSW transactions.     ... View more

Re: Training database

by Moderator NancyMadafferi Moderator in Ask the PEXA Community
‎30-11-2018 09:16 AM
‎30-11-2018 09:16 AM
Hi Simone   We are experiencing some issues with NSW titles and are currently working to resolve the issue. Please advise if you are having difficulties with any other states. Sincere apologies for any inconvenience.    Cheers Nancy ... View more

Re: Producing a non CAC Title in NSW

by Moderator NancyMadafferi Moderator in Ask the PEXA Community
‎06-09-2018 12:08 PM
‎06-09-2018 12:08 PM
Hi @LeFevre   We do not have a Help Card currently for this process. I do like your suggestion about a prompt. I will raise this internally.   Please see further information on pre 2004 Land titles in NSW:   Unencumbered NSW titles that are dated prior to the 1 st   January 2004 are required to be submitted to the NSW Land Registry to confirm their authenticity and obtain a Production Receipt number due to the absence of required security features on the title.   The title will need to be produced to the Land registry along with the e-form found in the link below: http://www.nswlrs.com.au/__data/assets/pdf_file/0004/215581/E-Transaction_Production_Receipt.pdf   Once produced to the Land Registry, the ‘Production Receipt’ will be attached to the Land Title allowing it to be transacted upon in PEXA. For further information on this process please see the below link: https://community.pexa.com.au/t5/Share-your-Experiences/NSW-LPI-remove-fee-from-unencumbered-non-CAC-titles-procedure/m-p/2685#M349   Kind Regards Nancy ... View more

Re: Refinance Flow Charts

by Moderator NancyMadafferi Moderator in Ask the PEXA Community
‎06-08-2018 01:32 PM
‎06-08-2018 01:32 PM
Hi Hayley   As part of completing Train the Train you have access to all of our training materials via the Train the Trainer Community page. Ensure you are logged into the Community to gain access.    If you search via : Train the Trainer > FI and Panel Lawyers Materials you will find: Combined Practitioner Powerpoint ALL STATES - caveats mortgages transfers. This power point has the flowcharts for a Mortgage and Discharge of Mortgage that will talk to which states require supporting documentation.    If you need anything further please let me know.   Cheers Nancy    ... View more

Re: Read Only Platform for frontline staff

by Moderator NancyMadafferi Moderator in Ideas and Suggestions
‎21-06-2018 11:04 AM
1 like
‎21-06-2018 11:04 AM
1 like
Love this idea Dalton!   Can definitely see how this would be a big win for your front line staff! ... View more

Completing a Standalone Transfer as Proprietor on ...

by Moderator NancyMadafferi Moderator in Help Centre
‎04-06-2018 05:21 PM
‎04-06-2018 05:21 PM
To assist you in completing a Standalone Transfer in PEXA as Proprietor on Title we have prepared the following instructions. Please see  Completing a Transfer Representing the Vendor NSW  for the existing processes to complete a conveyance in PEXA.  Transfer  Help Guides  are also a great tool that will give you quick and easy steps to assist you in completing your transfer.   Click on the Proprietor on Title video or click here to launch the tutorial in a new screen   Note: This article presumes a general understanding of PEXA Workspaces, roles, and how to navigate in PEXA. If you do not have this background knowledge, we recommend you step through the  PEXA Certified   content in the Community.   Step by step guide for Proprietor on Title Before you begin your transaction in PEXA ensure: You have your clients date of birth You have the obtained the paper Certificate of Title from your client (where applicable)  Create a new Workspace or accept the invitation to join a Workspace a. To create a new workspace, select Create New Workspace from the Dashboard.    Ensure you have the following information: Jurisdiction: NSW Representative Role: Proprietor on Title Land title reference (ensure to hit Validate) Subscriber workspace reference: This is your file name or matter number Financial settlement required: Yes (select the date and time) Workgroup: Assign Workspace to a Workgroup Select Save   Note: Even if the transfer you are completing does not have a monetary consideration, a financial settlement date and time is required as the applicable PEXA fees, Land Registry lodgement fees and Stamp Duty amount (if applicable) will need to be paid via the workspace.   b. Accepting a Workspace Invitation Click Invitationsfrom the top Navigation menu to open all invitations requests Select View to open and review the selected invitation Complete the details and select Save     Review the Land Title Details Navigate to the Land Titles screen to review the data that has been returned from the Land Registry to ensure it is as you expect.   Navigate to the Participants screen to represent your client For the Proprietor on Title select Edit from the Actions column.  Ensure to select I Represent this Party, complete the details for your client and select Save.   Invite Participants (if you created the Workspace) On the Participants screen select Invite Participant to invite the Incoming Proprietor into the Workspace Complete the details and select  Save   Create the CoRD Holder Consent Once the Transfer document has been created you will need to create the Consent document. Proceed to the Documents screen > Create Document > Consent For further information on completing Consents please select here .    Sign the Documents Once the Document Verification Result for each document is Successful you are ready to sign. From the Actions column, select Sign next to the Transfer.   Note: Ensure to sign the: Transfer, and Consent      Complete the Financial Settlement Statement Proceed to the Settlement screen > Adjustments and Payments > Add Destination Ensure to add all destination line items     Note: Ensure to complete the Destination Fund Details and Payment Details For Rates and Third-Party Beneficiary line items you are required to select the Incoming Proprietor as the Associated Subscriber If applicable enter Source Funds Select Source Funds > Add Source     Note: Source fund line items can only be added via your nominated trust account or PEXA Registered Source account. For further information please see Trust Account FAQ’s , PEXA Source Account FAQ’s and PEXA Source Account Information    a. Verify the funds by selecting Verify from the Actions column.   b. Authorise Trust Funds by selecting Authorise Funds from the Actions column.       9. Monitor the Workspace Monitor the workspace via the Workspace Summary screen. Once all participants have completed all outstanding tasks the workspace will move to Ready/Ready     For further details on why your settlement may not be in a Ready/Ready status please click here .   Note: If your Workspace is not at a Ready/Ready status at the scheduled settlement date and time, settlement will automatically be pushed back by 30 minutes to allow the outstanding tasks to be completed. Further Note: If a Positive Title Activity Check is identified before settlement, the Incoming Proprietor will need to acknowledge the Positive Title Activity Check before the settlement can proceed. For further information please click here .  ... View more
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