When in the Outstanding Invitations Received, I filter the results by jurisdiction, then click view to go into the Workspace Invitation. Once I Accept/Decline and save I am taken back to the Outstanding Invitations Received but my filter has gone, so I need to re-filter. Is there a way to make it 'stick'?
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Could you please consider showing the settlement date in the full View Invitation screen? It is shown in the Outstanding invitation and Accept invitation view but it would be good to have all the information flow through all 3 views.
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Huh. I'm having a different experience now. When I try a new conversation and select participants I have a drop down list that I can choose from. When I select someone by accident I can remove them. Very happy now
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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.
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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.
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Hi all Is it just me but when I use the conversation tool all parties are listed in the 'To' field and even though there are crosses next to the party names, I can't remove anyone. As the mortgagee on title, there are questions I'd like to direct only to the party listed on the discharge authority.
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