Community home
Menu
  • PEXA Certified Expand

    PEXA Certified

    This program will give you an introduction to PEXA, how it works and how it can help you transform your business processes.

    Discover More
    • Getting Business Ready
    • System Set Up
    • Transacting in PEXA
  • Help Centre Expand

    Help Centre

    Here you’ll find more than 230 help articles and videos to assist you.

    Discover More
    • Help Articles
    • Help Videos/PEXA TV
    • PEXA Interactive Demos
    • FAQs
    • Ask a Question
    • PEXA Certified
  • Ask a Question
  • Share your Experience
  • Raise an Idea
  • Blogs Expand

    Read the latest in our blogs.

    Keep up to date with the latest PEXA product releases, and read up on the property blog.

    Discover more
    • Community Blog
    • The Property Blog
    • Security Updates
    • PEXA Product Releases
    • Announcements | Outages etc
    • The Bank Blog
    • Workspaces
      Community
      Register
      Log in
    Apps menu
  • Register / Login

Community Home
since ‎02-08-2017
‎09-03-2022
kiernanc
kiernanc
Occasional Contributor
Register / Login

About kiernanc

cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Community Explorer
Community Columbus
Honorable Mention 2017
Sharing your knowledge
First Solution
Round of Applause
PEXA Certified
Advanced e-conveyancing
Transacting in PEXA
System Set Up
Getting Business Ready
Showing Appreciation
Thumbs up
Crowd Sourcer
Ice Breaker
View All
Latest Contributions by kiernanc
  • Topics kiernanc has Participated In
  • Latest Contributions by kiernanc

Re: Logging in to the PEXA platform

by kiernanc in Help Centre
‎10-10-2017 12:34 PM
‎10-10-2017 12:34 PM
Can you please update this page with the new login info? Also, I have noticed that the contact information for Pexa Support has disappeared from the new login page, which is strange! Thank you! ... View more

Re: Upcoming PEXA outage notifications

by kiernanc in Announcements | Outages, Service Charter updates etc
‎30-08-2017 02:57 PM
‎30-08-2017 02:57 PM
Thanks @Aoife,   It's good to know.  Can these scheduled outages be incorporated into a notification or warning in the PEXA platform itself?  It would probably make them a bit more accessible.     ... View more

Re: U Bank

by kiernanc in Ask the PEXA Community
‎28-08-2017 04:27 PM
‎28-08-2017 04:27 PM
Hi @MatthewGillet,   I'm having trouble finding UBank, Galilee or MSA using the qualifier (using the "Mortgagee on Title"option as an example).  I'm probably missing something really obvious.   Is there a foolproof way of working out who is responsible for the lender in this type of scenario (Perpetual also comes to mind), or are we best using the "old fashioned" method of contacting the lender directly by email/fax? ... View more

Re: U Bank

by kiernanc in Ask the PEXA Community
‎28-08-2017 12:34 PM
2 Likes
‎28-08-2017 12:34 PM
2 Likes
Hi @Hume,   I'd suggest NAB.   From UBank.com.au: "U Bank is a division of National Australia Bank Limited ABN 12 004 044 937 AFSL and Australian Credit Licence 230686."   See also:  https://www.ubank.com.au/content/dam/ubank/documents/uhomeloan-credit-guide.pdf   Good luck!       ... View more
  • Tags:
  • nab
  • ubank

Re: Industry transformation 2017

by kiernanc in Ask the PEXA Community
‎24-08-2017 08:01 AM
1 like
‎24-08-2017 08:01 AM
1 like
Hi @JoW, thanks for the update.   Where do Transmission Applications (Deceased registered proprietor to Legal Personal Representative) fit in to this timetable?  I'm particularly interested in Victoria. ... View more

Re: Ordering a paper CT acting for purchaser, no m...

by kiernanc in Ask the PEXA Community
‎17-08-2017 03:46 PM
1 like
‎17-08-2017 03:46 PM
1 like
Hi @Cathie,   After you create the transfer in the "Documents" tab, you will then have the option of editing the lodgement instructions.     Your lodgement instructions screen has an "Issuing Instructions" section at the bottom.  This should let you select "paper" as the format and your office as the issuing party. Extract: Lodgment Instructions screen  I hope that is what you were after!  I am working with a Victorian matter, so I don't know if your situation is different in NSW.       ... View more
  • Tags:
  • Issuing instructions
  • Lodgement instructions
  • NSW
  • Paper Certificate
  • pCT
  • VIC

Show all users privileged actions such as "Sign"/"...

by kiernanc in Ideas and Suggestions
‎09-08-2017 03:26 PM
2 Likes
‎09-08-2017 03:26 PM
2 Likes
For users who don't have rights to perform "privileged" actions such as signing documents,* it isn't immediately obvious what to do when looking for the "next step" in a matter.  I've found this, being relatively new to using PEXA (and therefore still learning what my privileges let me do).  Sometimes I might miss the obvious step of seeking out our office's user with signing authority, to ask them to log in and approve a financial settlement, for example.   *The same applies to signing financial settlement, signing trust authorisation, or verifying trust account funds.   Because of different permissions for users, different action options are available.  For example, on the "Documents" tab in a Workspace, a normal user sees the options on the left, but a user with signing privileges sees the options on the right: Menu options: Normal user vs user with signing privileges   My suggestion is to show all users all possible options, regardless of what authority they have.  Options that aren't available to that user could be "greyed out" and marked with an icon ( 🔒, 🔑 or similar), and a callout text bubble,  to indicate that they don't have permission for that action.  This could help to prompt them to seek authorisation from a person with appropriate PEXA privileges.       ... View more
Category:
  • All State
  • Digital Signing
  • Document Preparation

Re: How to do a Transfer Representing The Vendor I...

by kiernanc in Help Centre
‎09-08-2017 12:29 PM
‎09-08-2017 12:29 PM
Hi @EmilyBilling!  This is a useful resource for getting to know what needs to happen when, and who is responsible for tasks.    In Victoria, using the new Duties Online system (post 1/7/2017), the transferor is responsible for creating the Digital Duties form and then inviting the transferee, who can then attend to completing the form.  Once both parties have signed, the transferee is responsible for completing the duty assessment online. (See http://www.sro.vic.gov.au/completeform for a summary, though the PEXA process appears slightly different.)   The above "How to" suggests that the vendor (transferor) must wait and monitor the Workspace to make sure that the purchaser (transferee) has assessed and validated stamp duty.  That is no longer strictly correct after the Duties Online system came into being.   Are you able to update this "How to" to reflect the changes?  ... View more

History for all Workspaces

by kiernanc in Ideas and Suggestions
‎08-08-2017 08:50 AM
1 like
‎08-08-2017 08:50 AM
1 like
We currently have the ability to view a Workspace's history by using the History tab within that Workspace.  This shows us what activity has been taking place in the Workspace.   Could we get a similar functionality on the Dashboard to show history for all Workspaces?  It would be a bit like a "newsfeed" or "Global History".   This would provide an overview of activity on all Workspaces, and could be implemented with the ability to filter types of history events, and links to view the relevant Workspace. ... View more
  • Tags:
  • Dashboard
  • History
  • Idea
  • suggestion
Category:
  • All State

Outstanding Tasks - Sort by settlement date

by kiernanc in Ask the PEXA Community
‎02-08-2017 04:50 PM
3 Likes
‎02-08-2017 04:50 PM
3 Likes
My "Outstanding Tasks" screen doesn't allow me to sort tasks by the settlement date.  This would help me to order tasks by those that need the most urgent attention.  Further, the "Settlement Date & Time" column only shows "AEST".  Is this behaviour by design?  See sample screenshot below. Outstanding Tasks screen sample     ... View more
  • Tags:
  • Dashboard
  • Outstanding Tasks
  • Question
Category:
  • Other

Re: Upload and Share Files within PEXA

by kiernanc in Help Centre
‎02-08-2017 04:31 PM
‎02-08-2017 04:31 PM
Thanks for your reply Brett.   I guess it will come down to individual banks' preferences, as we still have some asking for Duties Estimates to be downloaded from the SRO (Vic) system, and emailed to them.  Hopefully as we all get used to PEXA this double-handling will be eliminated.   Edit: In case we want to post a document that does not fall into the established categories in the drop-down list, what do you recommend that we do?  Do the categories/labels matter?  Or are they just for ease of identification?  If it's the latter, perhaps an "Other" category could be added to the list?  ... View more

Re: Upload and Share Files within PEXA

by kiernanc in Help Centre
‎02-08-2017 02:02 PM
‎02-08-2017 02:02 PM
I have a matter where I would like to share the State Revenue Office (Vic) duty estimate (PDF format) with a mortgagee.  There is no document label for "Duty Estimate" or similar.  Is it possible to add this in future, or are the parties meant to rely on the verified duty assessment information within PEXA, thus doing away with the requirement for duty estimates? ... View more
Latest Tags
  • nab
  • ubank
  • Issuing instructions
  • Lodgement instructions
  • NSW
  • Paper Certificate
  • pCT
  • VIC
  • Dashboard
  • History
  • Idea
  • suggestion
  • Outstanding Tasks
  • Question
View All
Likes Given To
User Likes Count
lyndelb
lyndelb
1
AnnaHardie
AnnaHardie
2
JoW
JoW Star Employee
1
AaronG
AaronG
1
BrettCS
BrettCS Star Employee
3
View All
Likes From
User Likes Count
JennyV
JennyV
1
BrettCS
BrettCS Star Employee
2
Aoife
Moderator Aoife Moderator
1
EmilyBilling
EmilyBilling Product Owner
1
AmandaSoames
Community Manager AmandaSoames Community Manager
2
View All
PEXA

|

Facebook Twitter LinkedIn
  • Support
  • Privacy Policy
  • Terms of Service