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since ‎23-11-2017
‎01-06-2020
jlc
jlc
Occasional Contributor
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About jlc

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Latest Contributions by jlc
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  • Latest Contributions by jlc

Transmission Application NSW

by jlc in Ask the PEXA Community
‎14-03-2018 01:31 PM
1 like
‎14-03-2018 01:31 PM
1 like
Hi Team,   just wondering if a TA can be registered through PEXA in NSW?   we need to transfer a property to the executor but the current mortgage needs to be discharged allowing the new mortgagee to come on title.  but we can only register the new mortgage after the property is transferred to the executor.   any suggestions would be great.   thanks   Joanne ... View more

Re: Incoming Mortgage to view Transfer

by jlc in Ideas and Suggestions
‎06-12-2017 04:45 PM
‎06-12-2017 04:45 PM
thank you George,   i look forward to speaking with Sally ... View more

Re: Displaying the Adjustments and Payments view i...

by jlc in Help Centre
‎06-12-2017 09:22 AM
4 Likes
‎06-12-2017 09:22 AM
4 Likes
Hi Brett,    i turned this function on yesterday and am quiet impressed by it.   we used it as a second check point on figures rather than the only way we did adjustments.  whilst i do agree it would be good to know that all parties to the work space could see the figures, as a firm we are happy to use our settlement statement outside of PEXA as well.   i really do like the fact that the purchaser and vendor costs are separated out so it is easier to confirm who is responsible for each destination.   regards   Joanne ... View more

Re: Incoming Mortgage to view Transfer

by jlc in Ideas and Suggestions
‎06-12-2017 09:19 AM
1 like
‎06-12-2017 09:19 AM
1 like
thanks george,   is there any way the transfer can be in "prepared" status prior to it being stamped so that the mortgagee can see it prior to verifying their loan documents.  often we do not get our stamp duty money until settlement and our office practice is not to stamp until we know how much funds are available.  this caused a lot of problems with a recent settlement and i ended up having to prepare a manual transfer for the bank to accept before they would verify the loan to advise how much funds were available so we could then stamp.   thanks Joanne ... View more

Re: Displaying the Adjustments and Payments view i...

by jlc in Help Centre
‎30-11-2017 10:44 AM
2 Likes
‎30-11-2017 10:44 AM
2 Likes
 this is a great improvement to the PEXA platform.  is it available now?  i have logged in can not find the heading Financial Settlement Schedule – Adjustments Preferences under the manage subscriber details.  thanks ... View more

Re: Incoming Mortgage to view Transfer

by jlc in Ideas and Suggestions
‎23-11-2017 03:19 PM
‎23-11-2017 03:19 PM
thanks George,  that clarifies the matter for me know.   i appreciate your response.   JLC ... View more

Re: Incoming Mortgage to view Transfer

by jlc in Ideas and Suggestions
‎23-11-2017 03:03 PM
‎23-11-2017 03:03 PM
Thanks for that George,   The incoming mortgagee is still saying they cant see the transfer through the platform.  i will speak to my training officer to understand this procedure better. ... View more
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Re: Incoming Mortgage to view Transfer

by jlc in Ideas and Suggestions
‎23-11-2017 10:39 AM
‎23-11-2017 10:39 AM
Hi Team,   we have had an issue with settlement where the incoming mortgagee will not verify for settlement until they have seen the transfer, the transfer can not be finalised until it is stamped, we can not stamp until the loan is verified.  Has there been any progress on the incoming banks being able to "view only" the transfer documents.  i note that it was not released in update 6.1 nor release 7.  is this still being worked on and do we have a time frame on when this might happen.  thanks ... View more
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