About Marty

Thanks for the feedback @Cguru and sorry for the delayed reply. I'll discuss with the team what can be done to allow you to mark the items on this dashboard as 'actioned' in some way. ... View more

Thanks for the suggestion @linleyschultz. Makes sense. I'll float this with the team. ... View more

Hi @kennedsh, No, this change only applies to destinations, not sources. Previously the PEXA Workspace ID would prepopulate into this field (e.g. PEXA20782092). But we noticed that most people would overwrite this value with their own Workspace Reference (e.g. 45098 SMITH), so we've just changed the rules to save people some typing. I hope that answers your question. ... View more

Hi @kennedsh, These are exactly the types of dependencies that are on the chopping block. We want you to be able to do your work (e.g. sign your docs) without having to wait on others. The thing that is tying all the docs into a big knot is Lodgement Verification (LV). More specifically the need for docs to undergo LV before they can be signed. Because the Transfer document takes a while to complete, it holds back LV and as a result the ability to sign other docs. We've done and continue to work on tweaks to untie this knot: Discharge of Mortgage - back in August we updated our rules to allow you to sign your Discharge before it undergoes LV. No more waiting for the Transfer or Stamp Duty. Try it out. (Link to August release notes) Mortgage - we don't allow you to sign your Mortgage before LV. Yet. But from December (release notes above) we will be triggering LV earlier. Specifically no longer waiting for Stamping. This earlier LV will allow you to sign your Mortgage doc sooner. We're going to start with SA and NSW, and then progressively roll out to other states. I hope this answers your question. Happy to discuss further if you'd like.   Thanks, Marty ... View more

Thanks @DMc! I appreciate you taking the time to provide this feedback to us. All the items you've raised make sense. We'll add them to our to do list. ... View more

Hi @srenwick, Yes, as @DMc says there's been the option to attach documents to the PEXA Settlement Notifications for just over a month now. We worked with REINSW on the solution, and they've given it their tick of approval, so there's no reason agents should be requesting a separate letter via email. Give the attachments feature a go. And if you're still met with resistance, refer the agents to the below REINSW endorsement.   REINSW's endorsement: Source: REINSW 'Keeping It Real' Newsletter 9/9/2020 (link) ... View more

Hi @DMc, Glad you like the new feature! Each recipient specified in the recipients section receives their own email, with the PEXA user cc'd. If you enter multiple recipients, they won't be cc'd in each others emails. They just get their own email. On the private setting, this hides the settlement notification from other participants in the workspace. The recipients already get their own emails, so no need to hide these from each other. I hope that answers your questions. ... View more

Hi @Annelie and @stevenmorgan, Did adding a Workgroup column to the Active Dashboard help you focus on your matters? Are there any other tweaks we you think we should make in this area? ... View more

Hi @Annelie, @stevenmorgan , @TJ, Yes, filtering your Active Dashboard by Workgroup will be coming in release 11.1 (10th Feb). Combined with 'Sticky Filters' this will allow you to focus on just your matters whenever you log in to PEXA. You can read more about this upcoming feature here: https://community.pexa.com.au/t5/PEXA-Product-Releases/PEXA-Release-11-1-0-10-February-2020/ba-p/18725 @Annelie, to make the most of the upcoming Workgroups filter you'll need to set up workgroups for your staff. You can follow this guide on how to do that: https://community.pexa.com.au/t5/Help-Centre/Maintain-Workgroups-Help-Centre/ba-p/154   Thanks, Martin ... View more

Hi @helenj, Thanks for the feedback. When you're invited into a workspace to represent the vendor, their name is listed in the 'Client Name' field. However, I can see that when you're invited into a workspace to withdraw a caveat, only the caveator is listed and not the vendor. I'll add this to our to-do list. Thanks again! Martin ... View more

Hi @Brianna, @cstewart, Thanks for your feedback. We're hearing of this issue more and more. But rest assured we're working with REINSW and other REIs to determine an electronic solution/process that is acceptable to all. Our aim is to make preparing and issuing orders on the agent as simple as possible. Going back to the paper process would be a step backwards.   Thanks, Marty ... View more

Hi @LynMac, I like your idea of date ranges. I don't think we've heard that one before. Will investigate. In the meantime, have you tried the "S ettlements due in 7 days" dashboard? It's the fifth one from the top. It might be what you're looking for. Thanks, Marty ... View more

Hi @MarcusLiley, Thanks for the suggestion! It's a really good idea. And one that we are already looking into. I'll be able to provide more info on our progress soon. In the meantime, as long as the Law Firm doesn’t edit and represent a party in the Workspace, they won't be asked to sign the Transfer. They should only enter in to create the source line item. I hope that helps. ... View more

Hi @SoniaC, You'll be pleased to hear we rectified this issue over the weekend. R eturns/paragraphs  will now display when reading conversations. Thanks again for the feedback. ... View more

Thanks for the feedback, @LorettaP1! We do plan on making the parties involved in the Transfer of eCT more visible throughout the workspace. I'll try to bump this item up the list. Thanks, Martin Karpowicz Product Owner, PEXA ... View more

Hi @DMc, To access the full message you'll need to log in to PEXA. This ensures any redacted information is effectively password protected. Thanks, Marty ... View more

Hi @DMc, I've got some more detail on the Transfer Duty task defect you and others are still experiencing. Turns out that the fix that was deployed on 15 th June (R10.0.1) only applies to Transfer Duty tasks generated after the release (15 th June). The fix doesn't clean up or fix Transfer Duty tasks that were generated prior to the 15 th June. As the Transfer Duty task is generated when the transfer doc is created, any workspaces with Transfers that were created after the release will work fine. And the number of "immortal" Transfer Duty tasks will dwindle. I hope that helps.   Thanks, Marty   ... View more

Thanks for raising, @DMc. We're looking into the SDV task issue as I type. ... View more

Hi @SoniaC, Thanks so much for your feedback. A glaring omission on our part. My apologies. I'll add it to our list and try to get it fixed quickly. Marty ... View more

Hi @Limeconveyancing, Just saw your message. Not sure what caused the Stamp Duty technical error. But I see now that your workspace is settling. Hopefully you don't encounter the issue again. Thanks, Marty ... View more

Hi @BytheBay, Thanks for the feedback! We'll look at the usage patterns for these panels and decide whether to do a holistic change or implement some sort of preference setting.   Thanks, Marty ... View more

Hi @DMc, They could have javascript disabled. Here's a website they can check whether that's the case: https://www.whatismybrowser.com/detect/is-javascript-enabled Alternatively, try with a different browser? Thanks, Marty ... View more

Hi @TonyaDixon, Thanks for the feedback. You'll be pleased to hear we are making this exact change in the next PEXA release. From the 8th April (Release 9.1.2) the User Report will contain a 'Last Active' column to help you identify inactive users within your organisation. I'd recommend using the CSV option so you can easily sort all your user records by this new piece of data. R9.1.2 Release Notes   Thanks, Marty ... View more

Hi @mjswan, Thanks for raising this with us. We'll apply a fix for this issue in an upcoming release. Thanks, Marty ... View more

Hi @elynch, Yes. If you have a particular Workspace in mind, you can go to: Reports -> Workspace Activity Report ->  Select Workgroup -> Select Workspace(s) This will give you the same entries as on the History screen, but with the addition of which user performed the action. Note: only actions performed by users within your organisation will have the user listed against them. A ctions performed by users from other subscribers will only have the subscriber listed. I hope that helps.   Thanks, Marty ... View more

Hi @sylvester, Thanks for the feedback! We do have guidance in PEXA for some of the errors relating to documents: https://community.pexa.com.au/t5/Ideas-and-Suggestions/Document-Error-Guidance/m-p/9508#M577   But if there are errors that you find confusing, or that you think others will get confused by, let us know and we'll include guidance for them.   Thanks, Marty ... View more