About Marty

Hi @MorganConveyancing, Thanks for letting us know. We fixed this over the weekend. Should all be working now. Martin ... View more

Hi @TisherLiner, @Clarkee, Thanks for the feedback. We weren't expecting to encounter this error. But now that we have, we've made an update to the guidance. You should see this on the document screen now: Thanks, Marty ... View more

Hi @Susandunn, No, unfortunately the  water usage adjustment won't be amended on 21 May. But it is on our list for a future release. Thanks, Marty ... View more

Hi @catemccubbincomau, Thanks for your feedback. We're aware of issues surrounding tasks. But we'll definitely look into your specific incident. Also, we're currently working on improving how PEXA guides you through a transaction. This will be rolled out over the coming releases.   Thanks, Marty Product Owner, Practitioner Services PEXA ... View more

Hi @JoannaBirch, Thanks for taking time to provide us with feedback. We're in the process of resolving issues with the adjustments functionality. Specifically, defects where amounts and destination line items aren't flowing through to the downloadable statement. These will be resolved in release 8, which is going live on the 21st May. We're also working on adding adjustments periods - yearly, financial year, quarterly by days etc. This will most likely be available in PEXA in July.   Thanks, Marty Product Owner, Practitioners Services PEXA ... View more

Hi @lathan_thurpu, @TheDoctor, @jgusew, Great suggestion. The difficulty is that the history entries are generated as plain text at the time of the event and visible to ALL workspace participants. We do not display different text to each subscriber. Enhancing the entries to include user names and workgroups would no doubt be objected by some as this information as it's quite internal to each firm. To solve this we'd have to implement two flavours of history events: one for the subscriber that triggered the event (including user name and workgroup), and another for all other participants (which would be more sanitised). PEXA would decide which to display based on the user/subscriber viewing the history screen. A fair bit of work. In the meantime we will continue to enhance the history events to include the subscriber's name, as this is clearly useful information that isn't sensitive.   Thanks, Marty ... View more

Hi @JenSan, We're aware of the deposit amount not appearing on the downloadable statement. We plan to fix this in an upcoming release. Yes, the Discharge of Mortgage fee forms part of the Lodgement Fees charged to the Mortgagee on Title. Here is a detailed run-down of the various fees involved in a PEXA transaction: PEXA Fees and Lodgement Fees - FAQs I hope that helps.   Thanks, Marty ... View more

Hi @Caz_at_Astills, Giving you the ability to tailor the notifications you receive is on our 'to do' list. I'm hoping we can deliver it later this year. Also, we currently send a 'Settlement date and time accepted by all participants' notification to the banks in a workspace. But we plan to enhancement this notification to also send it to any law firms in the role of IM or MoT. I hope that answers your question. Thanks, Marty ... View more

Hi @BrandonHetherington, Due to downstream land registry requirements, we limit data entry to 'printable ASCII characters'. (See full list of characters here). So you can definitely still include characters such as: $, %, &, (, ). As @LG says, you may have some stray tabs. Other common offenders when pasting from word are curly quotes, bullet points and dashes. I'd be happy to take a look at what you're trying to input. Send it to me in a private message if you'd like. Thanks, Marty ... View more

Hi @karenp, This is lodgement advice, which we can't really provide. Best to contract Land Use Victoria on 03 9194 0601. Sorry I couldn't more. Martin ... View more

Hi @TheDoctor, Glad you find it useful. Yes, the Incomining Proprietor can amend this amount at any time prior to settlement. Here is what they see:   And yes, the Incoming Mortgagee will receive a notification when the amount is amended. This notification will include the following text: [Subscriber name] has updated the Total Funds Required to Settle, please review your source financial line items.   We've received further feedback for this functionality that we plan to address in the coming releases, such as capturing the loan amount, updating the help text etc.   Thanks, Martin   ... View more

Hi @goolwaconveyancing, It should be all the funds required to settle the transaction, so please include the discharge and mortgage lodgement fees in the figure you enter. We've added help text to assist users: Total funds, as agreed by both the Incoming Proprietor and Proprietor on Title. Includes the adjusted balance of purchase price, all registration fees, stamp duty, PEXA fees and professional fees.   Thanks, Martin ... View more

Hi @Louisa Yes, but that depends on how many land titles you have. You can create a workspace in the role of CT Controller and add up to 200 land titles to it. Once in the workspace, you can create Nomination documents with 20 land titles per document. (This is a Land Registry restriction). Will this help with your scenario? Also, if you do have a large number of land titles, you can piggy back off the Transfer of CT Control Bulk Upload function. Cancel out of the Transfer of CT Control document and create a Nomination instead.   Here's a guide on how to use Bulk Upload. Thanks, Martin  ... View more

Hi @kirstenmiller, Thanks for the feedback. This is a known issue that we plan on fixing in one of the upcoming releases. Thanks, Martin ... View more

Hi @DMc, Due to Landgate's Bulk Lodgements process we've had to implement TACs slightly differently in WA. Bulk Lodgement dealings are backdated when placed on title. To avoid these dealings dodging successive TACs, we've built overlapping TACs. These TACs will always have a start time of 'workspace creation' minus 60 days. Which has the unfortunate side effect of the same activity resulting in the multiple positive TACs. From R7.1.1 (5th March) we will be suppressing email notifications resulting from duplicate positive activity. However, we don't plan on making any changes to the Land Title screen, where duplicate activity will continue to be reported as positive in successive TACs. Note: any TAC triggered on day of settlement will have a start time of settlement minus 14 days. This is to avoid any early activity requiring participants to enter the workspace and elect to proceed with settlement.   Will suppressing the duplicate positive TAC email notifications go some way to resolving your pain point? Thanks, Martin   ... View more

Good idea! I'll add it to our to-do list. Do you think the reminder should be manually triggered by a user? Or should we have a system generated reminder after 48 hours or so? (Or both?) Thanks, Martin ... View more

Hi @sgoscombe, We had to delay the roll back until the weekend. It should all be working today. Thanks for your patience. Martin ... View more

Hi @Jodietai, No, the  last four digits of the client's account number is not a mandatory field. However, if you do provide it, the purchaser's representative will be aware where their client needs to hold funds, and will be able to guide them in case of confusion. Thanks, Martin ... View more

Hi @DMc, Thanks for the feedback. This is on our to do list. I'll push it up the list so it gets actioned sooner. Thanks, Martin ... View more

@nicolalambrakis, likewise! I hope you enjoyed Open Day and the new features we presented.  ... View more

Hi @nicolalambrakis, Your assumption is correct. There are certain circumstances where you aren't able to add or change roles in a workspace. These are: If you create a workspace in the role of CT Controller (Vic), Consentor (NSW) or Applicant If you create a workspace without financial settlement in the role of Mortgagee on Title, Incoming Caveator or Caveator on Title All other combinations will allow you to add and switch roles in the workspace. I hope that helps.   Marty Product Owner, Practitioner Services PEXA ... View more