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since ‎20-07-2016
‎25-10-2017
KathrynOswald
KathrynOswald
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About KathrynOswald

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Latest Contributions by KathrynOswald
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  • Latest Contributions by KathrynOswald

Re: Sponsor integration

by KathrynOswald in Ideas and Suggestions
‎09-08-2016 10:33 AM
2 Likes
‎09-08-2016 10:33 AM
2 Likes
Thank you Matthew for the update. Anna, can you advise on the time frame expected for the API to be completed and provided to InfoTrack to permit the full integration? Re-Keying the data is the issue here for us.      ... View more

Re: Sponsor integration

by KathrynOswald in Ideas and Suggestions
‎29-07-2016 04:24 PM
1 like
‎29-07-2016 04:24 PM
1 like
Hi Anna,   Thank you for your reply. We have spoken with InfoTrack and unfortunately it isn't one of their goals at the moment which for us is very disappointing.    Thank you for your time.    Regards,    Kathryn Oswald   ... View more

Settle Me

by KathrynOswald in Ideas and Suggestions
‎29-07-2016 01:49 PM
4 Likes
‎29-07-2016 01:49 PM
4 Likes
We were able to have our first run through of Settle Me with a client, which in theory is a brilliant idea and we would certainly use this with all of our clients. However we found Settle Me wasn't user friendly, in particular:-   In the client setting up their profile they were asked multiple questions about themselves and the property, which could result in client's putting the set-up into the 'to hard' basket.  When setting up the client's profile, the Workspace ID section is on the second page, if this is wrong or there is an issue with it, the client has wasted time entering in all the other information.  Tasks for the specific workspace can't be set-up until a client has registered, resulting in the client not seeing accurate tasks upon completing their registration, which would come across as unprofessional to a client.   The log-in registration doesn't ask for the full name of the person. The confirmation email to the client that their profile is set-up is very poorly worded and confusing to clients.  Questions If there is multiple proprietors, can they set-up their own log-in? How can a Power of Attorney person set up a log-in for them to view the matters? Suggestions Allow the Subscriber to allocate a password to the client that they can change after their initial log-in, making registration simple for clients.  Allow emails to be customised fully by the subscriber.  Permit tasks to be set-up per client before the subscriber sends the invitation to the client.  ... View more
  • Tags:
  • SettleMe
Category:
  • SettleMe

Settlement Date

by KathrynOswald in Ideas and Suggestions
‎29-07-2016 01:17 PM
‎29-07-2016 01:17 PM
Is it possible to include the actual day of the week in the space for Date and Time area for clarity.  ... View more
Category:
  • Financial Settlement

Sponsor integration

by KathrynOswald in Ideas and Suggestions
‎26-07-2016 03:06 PM
‎26-07-2016 03:06 PM
Our firm uses Leap Cloud who are associated with InfoTrack, being a sponsor of PEXA. Is PEXA actively working with Sponsors to have them actually make the theory of integration a reality sooner rather than later? ... View more
  • Tags:
  • InfoTrack
  • Sponsors
Category:
  • Other

Re: Release 4.0.1 - July 4, 2016

by KathrynOswald in PEXA Product Releases
‎25-07-2016 12:55 PM
‎25-07-2016 12:55 PM
Regarding Estate Agent notification, will this also be a feature available for Incoming Proprietor? Also where can we preview a copy of the wording to be used in the email and will the email use our own logo? ... View more

Paying PEXA Fees from General Account for settleme...

by KathrynOswald in Ideas and Suggestions
‎20-07-2016 01:54 PM
7 Likes
‎20-07-2016 01:54 PM
7 Likes
Allowing a selection between the PEXA fee being deducted from the firms general account, just as they are for caveats, rather than only being payable from the settlement proceeds or funds available. This is very important for firms doing fixed fees as due to the current restriction in how the PEXA fees are payable, we cannot include them in our fixed fees offered to clients.   ... View more
Category:
  • Fees and Pricing
  • Financial Settlement
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