About amason

Hi @JackCave  - you can select your  standard operational destination account.  Thanks Amber ... View more

Hi @JackCave  Presently  you have to manually enter an account into each workspace. We are looking to streamline this in the future so it works like you have suggested above where you enter a endor surplus account at a Subscriber level and then autopmatically use it workspacespaces where you handle surplus.   Thanks Amber ... View more

Hi  Hi  @kennedsh     With regard to your comment regarding the Task enhancements.   Tasks enhancements - Will the OFI's have a limited subset of the documents in the task list based on Participant Agreements and can these lists be provided by state?   FI's are not affected by this change so you will see the same tasks that you have done previously.    Thanks @amason  ... View more

Thanks for you feedback @SArmes  - we will be lifting this restriction in the next release (R11.0.1 in December) so that the Proprietor on Title's representative can send conversations to the Incoming Mortgagee (when there is no Incoming Proprietor in the Workspace) and also to allow the Incoming Proprietor representative to send conversations to the Mortgagee on Title (when there is no Incoming Mortgagee in the Workspace).   This means you will be able to send conversations to the relevant Participant when you are completing transactions such as survivorships, transmissions and part tenancy transfers.   Thanks Amber   ... View more

Hi @BGoodwin  - thanks for letting us know. We have moved the warning message so you should be able to see the skip button now.   Thanks Amber ... View more

Does the 'walk through' facility mean that dinosaurs like me can have some assistance in real time on 'what to click next' to achieve the desired result? - Mario Azzopardi Yes thats right, the walk thru will guide you through a transaction in real time.   Can you disable the other side from contacting your bank in the workspace?  We find this very frustrating. - Toni Berrington There are no plans for this at the moment but it is something that we can investigate further in the future. We have tried to enhance the conversations tool so that only the relevant participant gets selected when you select a category.   We have registered and have not conducted any pexa matters as yet.  We have accepted 2 invitations on our dashboard.  Can you let me know how I go about doing the walk throughs as we are completely new to this process?  One is for a sale and one is for a purchase. - Rod Smith Depending on the type of transacton you want to complete there are walk thrus available from the orange Help widget and also on some of the document screens. See our community site to see what Walk Thru's are currently available and how you can access them.   Can you do a walk through for Transfers between married spouses - transfer by natural love and affection.  I had to call for assistance yesterday as I couldn't find anything in the Community which referred to Transfers between married spouses when it is not a break-down of the relationship. - @AllisonRynaard Thats a great idea. We can definity look at doing a walk thru for related party transfers in the near future. Keep a look out on our community for when it is available.  ... View more

Thanks for the suggestion @Dalton1 - it is a great idea and would love to do something like this in the future. It would be great if you could let us know besides viewing conversations and the settlement date what other information you would need to see to support your customers?   ... View more

Hi @HeathHill-WBC,   Yes, we are currently working on the filter for the unread conversations so you should see it in one of the next releases.   Thank you! ... View more

Hi Nicola,   The checkboxes are displayed based on role, so.   The DA Sent/Received checklist item is displayed when an MoT is present in the workspace.   The Loan Docs Sent/Received checklist item is displayed when an IM is present in the workspace.   We plan on updating the DA Sent/Received checklist items so they are also visible when an IM is in the workspace and a MoT has not yet joined.   Hope this helps. ... View more

Thanks for the feedback. We'll look into this with the Revenue office and get back to you shortly.   ... View more

Hi there - addresses will still  need to entered for QLD.   Thanks   ... View more

Thanks for the feedback. We can look at doing this in the future. ... View more

Great feedback - thank you!   We are looking to improve the conversation email notifications so hopefully we can incorporate the 'high importance' and 'requires action' flags as well as standard subjects.  Great suggestions!   The ''requires action' checkbox wont send a notification as the Subscriber will select this when they create/respond to a message.  The email notification is sent when the Subscriber clicks send.    Would it be useful for a notification to be sent to the Subscriber who posted the message when another Subscriber marks it as complete? ... View more

Thanks for the feedback!   Having standard responses is something that we are looking at so watch this space! ... View more

Thanks for your feedback!   To answer your questions:   If an entire Conversation was marked as Complete (option 2), the other party could still add to the conversation thread. Maybe we would have to also include the ability to remove the flag. Alternatively; if someone adds to the thread (option 1) of a Completed Conversation the completed "tick" would remain with the completed item and then the additional thread could also be marked as 'requires action'. This would allow multiple conversation threads to be marked as completed within the one conversation.  ... View more