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since ‎21-03-2017
3 weeks ago
NancyMadafferi
Moderator NancyMadafferi Moderator
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Latest Contributions by NancyMadafferi
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Re: Lease (NSW) | Help Centre

by Moderator NancyMadafferi Moderator in Help Centre
3 weeks ago
2 Likes
3 weeks ago
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
Category:
  • Transactions
  • Transfers

Completing a Standalone Transfer as Incoming Propr...

by Moderator NancyMadafferi Moderator in Help Centre
‎04-06-2018 04:12 PM
‎04-06-2018 04:12 PM
To assist you in completing a standalone Transfer in PEXA as an Incoming Proprietor we have prepared the following instructions. Please see  Completing a Transfer Representing a Purchaser  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 Incoming Proprietor 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 Incoming Proprietors Before you begin your transaction in PEXA ensure: You have your clients date of birth You have registered for Electronic Duties Online (EDR)   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: Incoming Proprietor 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 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 the details returned are as you expect.   Navigate to the Participants screen to represent your client Select Create Party Complete the details and select Save.   Invite Participants (if you created the Workspace) On the Participants screen select Invite Participant to invite the Proprietor on Title into the Workspace Complete the details and select Save   Create the Transfer Document a. Proceed to the Documents screen and select Create Document > Transfer    Complete the detail and select Save. b. From the Actions column, select Edit next to the Notice of Sale.   Complete the details and select Save. Complete Stamp Duty Proceed to the Stamp Duty screen and retrieve the Lodgement Case ID Proceed to EDR and complete the Stamp Duty assessment Once the Duty assessment is complete, proceed to the Stamp Duty screen and select Enter Duty Information > OSR Reference number > Save    Complete the documents Once the CoRD Holder Consent has been created in the Documents screen, from the Actions column, select Edit next to Lodgement Instructions. Ensure to confirm: Order of Lodgement Responsible Subscriber Select Save    Sign Documents Once the Document Verification Result for each document is Successful you are ready to sign. From the Actions column, select Sign next to Lodgement Instructions.   Note: Ensure to sign the: Lodgement Instructions Transfer, and Notice of Acquisition    Complete the Financial Settlement Statement Proceed to the Settlement screen > Adjustments and Payments > Add Destination Ensure to add all destination line items   Ensure to complete the Destination Fund Details and Payment Details   Note: For Rates and Third-Party Beneficiary line items you are required to select the Proprietor on Title as the Associated Subscriber   Enter Source Funds Select Source Funds > Add Source    Complete the details and select Save.    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 se lecting  Authorise Funds  from the Actions column.          11. 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
Category:
  • Transactions
  • Transfers

Re: bytherules Conveyancing - PEXA Workshop

by Moderator NancyMadafferi Moderator in Share your Experiences
‎29-05-2018 08:52 AM
‎29-05-2018 08:52 AM
Amazing! Love the enthusiasm! Keep the momentum going! ... View more

Transfer - Wills and Estates | Help Centre

by Moderator NancyMadafferi Moderator in Help Centre
‎24-05-2018 03:00 PM
‎24-05-2018 03:00 PM
How to complete a Transfer for an estate where you act for  the executor on title in NSW   A Transfer for a wills and estates matter can be completed in PEXA.    Please see Completing a Transfer Representing a Purchaser and Completing a Transfer Representing the Vendor for the existing processes to complete a normal 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.   Please see Transmission Direct to Beneficiary for transactions where the the executor has not previously been registered on title.   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. If you represent the beneficiaries in PEXA and sign documents on their behalf, ensure you have fulfilled all the Model Participation Rules. For further details on your requirements please see www.arnecc.gov.au .     STEP BY STEP: Create a Workspace in the role of Proprietor on Title. Note: the Workspace will require a Financial Settlement even if the transaction is non-monetary. This is because the PEXA fees, lodgement fees and Stamp Duty (if applicable) will be paid at settlement. Check the Land title Represent the parties: On the Participants screen you will see the Executors/Administrators listed as Unrepresented parties. From the Actions column, select Edit Party next to each party and then complete the party details. If you represent the beneficiary, an additional role of Incoming Proprietor to the workspace.  This is completed via the Workspace Settings screen in your workspace. For a step-by-step of this process,  click here. In the newly created Incoming Proprietor role, select Create Party, and create the party who is beneficiary If there is a   Mortgagee on Title/Incoming Mortgagee   you need to invite them to participate in this Workspace by selecting   Invite Participant   on the   Participants   screen.  Where the beneficiary is represented by another practitioner, also select Invite Participant to invite the practitioner to the workspace. Navigate to the   Documents   screen,  Select   Create Document   >   Transfer   Complete the information on the Transfer. In NSW a   Notice of Sale   document will need to be completed Complete the Stamp Duty If the title is unencumbered, you will need to complete a   Consent NSW. This will be completed via the Proprietor on Title role.  Proceed to the   Settlement   screen, and   Prepare the Financial Settlement the Financial Schedule Sign  off on all documents and financial line items using the normal  signing process ... View more
Category:
  • Transactions
  • Transfers

Transfers - Quick and Easy Help Cards

by Moderator NancyMadafferi Moderator in Share your Experiences
‎22-03-2018 11:13 AM
1 like
‎22-03-2018 11:13 AM
1 like
To assist you in completing Transfers in PEXA, we have new quick and easy Help Cards. This document will assist you in completing your tasks as a Purchaser (Incoming Proprietor) and/or Vendor (Proprietor on Title):   Completing a Transfer Representing an Incoming Proprietor - Help Card Completing a Transfer Representing a Proprietor on Title - Help Card   If at any point you would like to confirm that you have completed the relevant tasks or you are questioning why your workspace is not Ready Ready please refer to: ' Helpful hints - Why is my settlement not ready?' It is a great tool to get you in the practice of understanding the requirements for successfully completing tasks and monitoring your own workspaces!     ... View more
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