About Caz_at_Astills
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
2 weeks ago
1 like
Hi Kate I agree with Vanessa, this would be a great tool. Acting for an incoming mortgagee I often have conditions on my loan that certain loans are repaid but I cannot identify these from the workspace. I understand the privacy issue so perhaps showing the last 3 digits of the account number could solve that. Thanks
... View more
06-12-2018
03:04 PM
Hi all How long does it usually take for registration confirmation in SA for PEXA transactions? I had 3 refinances settle on Tuesday (acting for incoming bank) and all 3 are still showing docs as lodged but unregistered. Thanks in advance.
... View more
Category:
15-11-2018
12:32 PM
3 Likes
Acting for a FI I often have linked workspaces for purchase and refi components of my loan. It would be great if you could if there was a hyperlink that could take you directly to the linked workspace eg clicking on the workspace ID would open the linked workspace rather than having to go back to dashboard. Thanks
... View more
Category:
30-08-2018
02:20 PM
1 like
Thanks @Clarkee
... View more
30-08-2018
02:12 PM
I've had 2 workspaces stuck in "settling" today, one for over 2 hours. Is there some sort of technical issue? They are in different States too. Thanks
... View more
01-08-2018
01:57 PM
1 like
I totally agree that the dashboard needs to be improved in this regard. As a Banking and Finance paralegal my files need to be certified to my lenders within certain timeframes in order for funds to be sent for settlement. At the moment an outgoing bank can accept my invitation (sometimes a week earlier) but not accept the settlement date. I don't get any notification if the original settlement date is accepted (only if they propose a new one). Because the dashboard shows the settlement date even if it is pending by other parties I have to go into each individual workspace to see if the dates are still pending or not. It would be helpful if I could see this info from the dashboard - eg. the date is red until accepted by all parties. Then you can tell at a glace if you need to follow up. Thank
... View more
31-07-2018
04:38 PM
9 Likes
Coming back into the legal game after over 4 years in the valuation industry I had no idea what PEXA would be like to work with. I returned to my paralegal roots with a Banking and Finance role at Astills Lawyers where we act for several lenders in all states around Australia. Our conveyancers also assist clients with property transfers in Qld, NSW, VIC and SA. As we only have the one office located on the Gold Coast, PEXA is an invaluable tool for us in achieving fast and efficient settlement outcomes for all our clients no matter where their property is located. PEXA has provided us with fantastic one on one training, encouragement and support through our PEXA Direct specialist, Morvanna Jones. From my perspective, some of the main advantages in using PEXA are: Direct support from our PEXA direct specialist, Morvanna; Ability to create workspaces for all States; Efficiency in providing loan funds for settlement (ie. no longer needing to order bank cheques); Ability to link lodgements for borrowers who are purchasing and refinancing allowing simultaneous settlements with the click of a button!; Automatic rollover of settlement time when workspace is not ready (no more trying to organise 3-4 parties to change the settlement time at short notice 😊); Title activity reports providing up to date details of title activity without the added expense to clients for title searches; Short transfer times of clear funds to all parties in the workspace upon settlement (no more waiting for bank cheques to clear); Expedited registration of documents and receipt of registration confirmation statements allowing is to confirm security of our clients’ loans almost immediately; Creation of documents within the system which reduces the chance of errors and requisitions.
... View more
28-06-2018
10:09 AM
3 Likes
I agree that any password re-set should have a prompt to create an new one on the first login. I also think that the Conveyancer in this instance needs to take responsibility for not checking all details prior to sign off. Unfortunately hacking and cyber crime are common place in today's society and no one is immune. I would suggest a notification can be created in PEXA to alert the user when an account detail is changed at any time after the original input. The media on this story has been very one sided and I have seen an anti-PEXA sentiment on my social media. I would like to add though, I was disappointed to only learn about this story through a worried client. I think PEXA should have emailed all users to advise what had happened and give a timely reminder to check all account details prior to sign off (especially if there had been a resent password reset).
... View more
18-06-2018
11:28 AM
3 Likes
Thanks @Ames, glad Friday's settlements ended up proceeding but this is good information for the future. It may be helpful to have a PEXA "what if" guide or something similar available that covers these scenarios. That way we'd be able to search for the answers here on community and not have to clog the helpline with calls and emails when there are system issues. cheers
... View more
15-06-2018
04:47 PM
Hi Emily What happens if the problem isn't resolved by 5pm for workspaces that are stuck in "settling" stage? Thanks
... View more
20-03-2018
11:50 AM
1 like
It would be great with the email Notifications if we could individually tailor them to users needs. Eg. I would love to get an email when another party has accepted the proposed settlement date as this effects my ability to certify to my bank client. Other uses may not like this therefore it would be great if we had the ability to tailor our own.
... View more
18-07-2017
04:29 PM
Thanks for the response Cate. As we have multiple memorandums which would need to be registered in multiple states I was hoping that the ability to upload for registration in PEXA might be possible. Is this something PEXA would be looking at incorporating in the future?
... View more
18-07-2017
11:36 AM
2 Likes
Question: We are panel lawyers for several banks and will be transferring control of the CT to the bank following the next PEXA release. Will we still receive the Registration Confirmation Statement if we do not control the CT?
... View more
Category:
11-07-2017
11:49 AM
We act for several private lenders who have 28-30 page mortgage memorandums which we normally attach to the mortgage and lodge as one document ie. a 30 page mortgage. We act in all States. Whilst you can upload a copy of the memorandum for future reference to files, we are unable to load these to be annexed to the mortgage document for lodgement as we would in paper. What is the electronic work around for this?
... View more
Category:
