Hello Community,
As more of our members are keeping their businesses operating with staff working at home, we thought it would be worth sharing some tips that may assist with the transition, insofar as PEXA is concerned. Although PEXA is a web-based application, and can be used anywhere you have an internet connection, there are some factors to be mindful of –
Digital Signing Certificate Software
If you are a signer in PEXA, and will be signing on a computer you haven't signed on before (perhaps a personal laptop, as opposed to your desktop computer in the office), you will need to ensure you have downloaded and installed the digital signing software, which may be found here. Please take note of the number of steps you need to follow for your preferred browser, and proceed through them sequentially. If you do not have administrator rights to your computer, you may need to ask your administrator to complete the download and installation for you.
If you are using a Mac computer, please note that the signing software is not yet compatible with their latest operating system, Catalina. For other Mac operating systems, please follow the instructions in this link.
Of course, it goes without saying, please remember to take your digital certificate home with you, and ensure it is stored safely when not in use.
Multi-factor Authentication (MFA)
Although users have the option of receiving their MFA code via SMS or the smartphone app, we find the most reliable option to be the latter. The code is generated immediately in the smartphone app for users to transcribe into PEXA, and while it is likewise generated immediately for the SMS option, there can be latency issues with some telecommunication providers that mean the code is not received by the user for some time. For more information, please see this article, and if you would like assistance moving from SMS to the smartphone app, please contact our Support Centre on 1300 084 515.
Verification of Identity (VOI)
We know many of our members are hesitant to meet with clients face-to-face now to complete their VOIs, which is perfectly understandable. At this stage, Australia Post, ZipID and ID Secure are conducting VOI appointments as per usual, so you may opt to outsource at the moment.
Using PEXA Key
PEXA Key provides your business with an extra layer of security when communicating bank account details and allows homebuyers and sellers to track their settlement on their phone. Bank and trust account details are communicated via the PEXA Key app, removing the need to use email and mitigating you and your client’s risk of succumbing to phishing attacks. For more information about PEXA Key, visit our help page.
Help Resources
PEXA has a fully stocked Help Centre right here on Community where you can find articles, helpcards, videos, simulators and more that can help you with your work. We also have an abundance of webinar recordings here that may be useful, particularly as the end of CPD year approaches in many jurisdictions. Please see information about claiming CPD points here.
Our Support Centre remains available on national business days, and can be contacted by phone on 1300 084 515 or email at support@pexa.com.au.
If there is anything else we can do to support you as you transition to working from home, please let us know.
Heather
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