About dcondello

What I would like to see is: Pro forma text that could be selected from a drop down list as I constantly copy and paste frequently used subjects and phrases from my own document. Eg Conversation with a selection 'DA submitted' 'Awaiting Instructions'  'Please enter FSS' etc.  Similar functionality is available is other areas in PEXA eg: maintain settlement date, decline invitation. HTML links in emails. At the moment we have to copy and paste a subscriber reference or PEXA ID. I would love to be taken to the workspace I need to be in. I wouldn't think this would breach privacy/security as there is no confidential data and we would still need to log in when taken to the PEXA site. ... View more

My opinion is that Mortgage Brokers are just rogue in this field. My firm acts as an agent for a small bank and we too get bullying calls in both purchasing and discharge departments from brokers who want everything done yesterday which can result in upset customers calling because they are confused about what's happening. Plus we find that many don't 100% understand the settlement process which results in puzzling requests as stated by the original poster. I'd say they understand PEXA even less which is challenging. ... View more