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PEXA is pleased to present the release of PEXA Projects 7.2.0 (PoT), scheduled for business go live 21 st Sep 2020.   In this release, we’ve enhanced the Bulk Upload Workspaces tool for subscribers in the role of POT. Sales data integration for Transfer and NoA documents (VIC) PEXA has enhanced the Bulk Upload Workspaces tool to allow more data integration between PEXA Projects and PEXA Exchange for VIC Workspaces. This streamlined process improves the workflow and saves you time. From this release, sales data (such as Gross consideration amount) that is uploaded via the Bulk Upload Workspaces tool will now auto-populate on the VIC Transfer and Notice of Acquisition documents. In addition, Property details data that was entered when creating the Project will also be captured and auto-populate on these documents.   Project details data—Create a new developer project screen   Sales data—Bulk Upload Workspaces screen   Once the spreadsheet is uploaded via Bulk Upload Workspaces, the values in these cells are mapped and pre-populated on the VIC Transfer & Notice of Acquisition documents. The next time you create a Transfer or Notice of Acquisition document in PEXA Exchange, the following data will be pre-populated: Transfer document Consideration type Gross consideration amount Is this Transfer creating a Restrictive Covenant? MCP reference / MCP dealing number MCP dealing expiry date     Notice of Acquisition document Municipality name Nature of property Primary land use Primary Construction Type ... View more

PEXA is pleased to present a maintenance release of the PEXA Exchange, Release 12.1.2, scheduled for business go live 05 October 2020.     Key Highlights Introducing the Enhanced Settlement Summary (SA) (Updated 17 September 2020) Land Tile address lookup (ALL) (Added 10 September 2020)       Introducing the Enhanced Settlement Summary (SA) We’re very pleased to announce that PEXA will be rolling out the Enhanced Settlement Summary to our South Australian members on 12 October 2020. The Enhanced Settlement Summary tab has been redesigned to reduce friction so that you can experience a simpler, more streamlined way to completing the financial settlement schedule. As part of the redesign, you’ll notice a revamped interface that includes new features and panels. We have also introduced some calculations enabling practitioners and financial institutions to easily enter funds and complete the financial settlement schedule with more accuracy and less dependency. Key summary of changes A complete view of settlement funds New Transfer Indicators panel Balance due to Vendor System calculations Other improvements A complete view of settlement funds One of the notable improvements in the Enhanced Settlement Summary tab is the way the funds are displayed and laid out. There is a clear, side-by-side categorisation and itemised view of funds for both the incoming and outgoing parties, which replicates a balance sheet. The Enhanced Settlement Summary gives you a complete picture of the purchaser’s and vendor’s funds, all on a single screen. The specific breakdown of funds in each category for each party gives everyone in the Workspace greater transparency on the settlement funds. Information that is specific to your role will be automatically expanded, whilst items that belong to the other party will be automatically collapsed. To view or hide the itemised funds, you can expand or collapse the panels.     New Transfer Indicators panel A new Transfer Indicators panel provides a summary view of all key tasks that relate to the financial settlement in the Workspace, giving you greater transparency over key responsibilities for Workspace parties. The two new features in this panel include the ability to: View who will be directing the vendor’s surplus funds. Either the Proprietor on Title or Mortgagee on Title can assign responsibility for this task to themselves. View if the Balance due to Vendor* amount has been agreed by participants in the role of Incoming Proprietor and Proprietor on Title.   * Note: In this release notes, we’re referencing this amount as the ‘Balance due to Vendor’; however, the terminology differs in each jurisdiction: NSW—Amount due on Settlement VIC—Balance due to Vendor QLD—Balance due to Vendor SA—Balance due to Vendor by Purchaser WA—Balance due to effect Settlement ACT—Amount due to Seller     Balance due to Vendor New to the Enhanced Settlement Summary tab is the mandatory Balance due to Vendor* amount. This is calculated by the purchase price, minus deposit paid, plus/minus net adjustments. This figure is agreed by both the Proprietor on Title and Incoming Proprietor outside of the PEXA Workspace. Either participant will have the ability to enter this amount into the PEXA Workspace. Providing the Balance due to Vendor into the Workspace provides PEXA the ability to: Clearly indicate to all participants the amount of funds available for the Vendor to disburse, and Use this figure to drive the Purchaser Funds Required to Settlement calculation (previously the Total Funds Required to Settle).   * Note: In this release notes, we’re referencing this amount as the ‘Balance due to Vendor’; however, the terminology differs in each jurisdiction: NSW—Amount due on Settlement ACT—Amount due to Seller VIC—Balance due to Vendor QLD—Balance due to Vendor SA—Balance due to Vendor by Purchaser WA—Balance due to effect Settlement System calculations As part of the Enhanced Settlement Summary, PEXA will calculate the vendor’s surplus, purchaser’s shortfall, and purchaser funds required to settle based on the line items entered by all participants and the Balance due to Vendor. These calculated figures result in a more streamlined experience by providing a consistent way of calculating the vendor’s surplus funds and the funds required to settle by the purchaser. Vendor’s funds: Previously, the Mortgagee on Title and Proprietor on Title had to initiate a Workspace Conversation to determine which party was directing funds. Where the outgoing Financial Institution was to collect all funds from settlement, a Workspace Conversation was also required to confirm the amount to be disbursed. With the Enhanced Settlement Summary, the Unallocated Funds amount represents the remaining funds available to be disbursed to the Vendor. When the Proprietor on Title has completed entry of the Vendor’s line items, the Unallocated Funds calculation provides the Mortgagee on Title a clear indication of the remaining funds available. Once the Mortgagee on Title creates the loan payout(s) required, then the Unallocated Funds will be the amount required to be disbursed to the Vendor’s nominated account. Purchaser funds required to settle: Previously, the Incoming Proprietor had to manually calculate the Total Funds Required to Settle and enter this value into the PEXA Workspace. With the Enhanced Settlement Summary, the Purchaser Funds Required to Settle (previously Total Funds Required to Settle) amount is now calculated by the system as the sum of the Balance Due to Vendor amount + Purchaser Payment Directions amount. When the Incoming Proprietor has completed entry of the Purchaser’s line items, the Purchaser funds required to settle will be the amount required by the Incoming Mortgagee. Note: The system calculations are only available where there is a single Transfer, no more than one Discharge, and/or no more than one Mortgage in the Lodgement Case. In scenarios where there is more than one Transfer, Discharge, or Mortgage document within the same Workspace, PEXA is unable to determine the nature of the transaction. Therefore, the Incoming Proprietor is required to manually calculate and enter the Total Funds Required to Settlement amount into the Workspace.   Other improvements Signing Status The improved Settlement Signing Status panel now clearly shows the signing status of each participant in the Workspace.​ Adding the signing status provides more meaningful context where dual signatures are required (visible only to the Subscriber who has dual signing enabled). ​ Completing line items Participants in the role of Incoming Proprietor are required to click the Ready for shortfall button (where the Incoming Mortgagee is handling shortfall) after they have completed entering their line items. This notifies the Incoming Mortgagee via a task and an on-screen button that they may now enter or update the shortfall amount. Participants in the role of Proprietor on Title are required to click the Ready for surplus button (where the Mortgagee on Title is handling surplus) after they have completed entering their line items. This notifies the Mortgagee on Title via a task and an on-screen button that they may now enter or update the surplus amount.   Entering shortfall amount If the Incoming Proprietor is responsible for providing shortfall funds, a button will appear on the Purchaser Funds panel, enabling them to either: Add as shortfall where the Purchaser’s Equity line item has not been created, or Update shortfall where an existing Purchaser’s Equity line item already exists. When they click this button, they’ll be directed to the Add/Edit source line item entry screen with the shortfall amount pre-populated based on the new calculations built by PEXA. Similarly, if the Incoming Mortgagee is handling shortfall, they will be presented with a task and either button above, after the Incoming Proprietor has clicked Ready for shortfall.   Entering surplus amount If the Proprietor on Title is responsible for directing the vendor surplus funds, a button will appear on the Vendor Funds panel, enabling them to either: Add as vendor surplus where the Vendor’s Funds line item has not been created, or Update vendor surplus where an existing Vendor’s Funds line item already exists. When they click this button, they’ll be directed to the Add/Edit Destination line item entry screen with the surplus amount pre-populated based on the new calculations built by PEXA. Similarly, if the Mortgagee on Title is handling surplus funds, they will be presented with a task and either button above, after the Proprietor on Title has clicked Ready for surplus.   More details   will   come over the coming   days , but in the meantime , please   visit   the  E nhanced Settlement Summary   site   to learn more   about how this feature will roll out .   Land Title address Lookup (ALL) Land title address lookup service has now been extended to all jurisdictions. With address lookup, the address field automatically populates and refines as you type, allowing you to quickly and efficiently search for a valid address without having to type in the full address.   How it works To use address lookup functionality, navigate to the Land Titles  screen, then click the  Add Address  button; the new and improved address entry screen displays. Start typing and a list of suggested addresses will appear that you can select from via the drop-down. Continue typing the address to further refine the search results. If an address can’t be found using the lookup, then you can enter the address manually by clicking the link beneath the results.   Example shown for a VIC address: ... View more

PEXA is pleased to present the release of   PEXA Projects   7. 1 .1   ( PoT   &   M o T ),   scheduled for business go live   24   August   2020 .     Key Highlights New feature: Settlement date & time notifications in Projects ( PoT ) New in-app Help  widget  (POT & MOT)     New feature: Settlement date & time notifications in Projects (PoT) In this release, we’re launching the Settlement date & time notifications. This feature alerts Proprietors on Title of changes to a Settlement time or date via a notification on the Project Dashboard. To view Settlement date and time proposal notifications   When logged in as Proprietor on Title and another party in the Workspace changes the settlement date or time, you will see a notification of this change on the Settlement Date tab on Project Dashboard. To view the notification, click on the Settlement Date tab. Workspaces with an updated settlement date or time are identifiable by the Pending status on the Settlement Date Status column. You can also view the original settlement date and time along with the proposed date and time (shown in red) on the Settlement time column. To accept or decline a settlement time and date proposal, click on a Workspace with a Pending status; you’ll be redirected to PEXA Exchange. From PEXA Exchange, you can accept, decline, or propose a new settlement time and date. New in-app Help widget It’s now easier to access help articles from within the app, thanks to the new Help widget tab in PEXA Project. The Help widget tab is added to certain screens in PEXA Projects where contextual help is available. When you click on the Help widget tab, help content for this screen opens up in a new tab to the Community Help article. Accessing Help content Using the Bulk Upload Workspaces screen as an example: Navigate to Manage Workspace > Bulk Upload Workspaces. Click on the Help widget tab located on the right-hand side of the screen. The help page opens in a new tab. View the help article on how to upload multiple Workspaces. ... View more

PEXA is pleased to present a maintenance release of the PEXA System, Release 12.1.1, scheduled for business go live 07 September 2020.   UPDATE: There is no expected outage during the rollout of this release.   Key Highlights Launch of PEXA in ACT: Transfer documents (ACT) (Deferred - 13 August 2020)  Release of residual documents (NSW & SA) (Updated 11 September 2020)       Launch of PEXA in ACT: Transfer documents (ACT)   Update: 13 August 2020 - This feature has been deferred to a future release to align with the schedule of dates agreed between PEXA and the ACT LTO.   (Referencing PEXA LS2-9239) Release of residual documents (NSW & SA)   We’re releasing Residual documents to NSW and SA subscribers. Residual documents in PEXA are a large collection of infrequently lodged registry documents that previously had to be lodged in paper. To address this, we’ve digitised these documents and categorised them as Other Documents in PEXA. From this release, the following residual documents are now available: NSW Note: In NSW, these residual documents will now replace the Temporary COVID-19 Residuals made available earlier this year. UPDATE: The NSWLR has updated their website to include an announcement and guides on these documents.   Consolidation/Change of By-laws - s141 of the Strata Schemes Management Act 2015 Change of Name Change of Name of Lessee, Mortgagee or Chargee Variation of Lease - s55A Real Property Act 1900 Change of Address of Owners Corporation - s265 Strata Schemes Management Act 2015 Change of Address of Association - s21 Community Land Management Act 1989 Change of Address for Service of Notices of Caveator - s74N(3) Real Property Act 1900 Change of Name of Caveator - s74N(3) Real Property Act 1900 Positive Covenant - s88E(3) Conveyancing Act 1919 Positive Covenant (with Registered Interest Holder Consent) - s88E(3) Conveyancing Act 1919 Restriction on the Use of Land by a Prescribed Authority - s88E(3) Conveyancing Act 1919 Restriction on the Use of Land by a Prescribed Authority (with Registered Interest Holder Consent) - s88E(3) Conveyancing Act 1919 Restriction on the Use of Land - s88 Conveyancing Act 1919 Restriction on the Use of Land (with Registered Interest Holder Consent) - s88 Conveyancing Act 1919 Restriction on the Use of Land Vested in a Prescribed Authority - s88D(3) Conveyancing Act 1919 Transfer Severing Joint Tenancy in an Interest - s97 Real Property Act 1900 Transfer Severing Joint Tenancy - s97 Real Property Act 1900 Transfer Altering Tenancy (Joint Tenants to Tenants in Common in Equal Shares) - Real Property Act 1900 Transfer Altering Tenancy (Tenants in Common in Equal Shares to Joint Tenants) - Real Property Act 1900 Variation of Mortgage - s91 Conveyancing Act 1919 Transfer Creating a Profit a Prendre - s88AA Conveyancing Act 1919 Transfer Creating a Forestry Right - s87A Conveyancing Act 1919 Charge - s56(2) Real Property Act 1900 Covenant Charge - s88D, s88E, s88F(4)(a) Conveyancing Act 1919 Discharge of Charge Positive Covenant Affecting Land Vested in a Prescribed Authority - s88D(3) Conveyancing Act 1919 SA NOTE A RETIREMENT VILLAGE - APPLICATION TO REGISTER / NOTE RETIREMENT VILLAGE PURSUANT TO SECTION 56 OF THE RETIREMENT VILLAGES ACT 2016 - Noting the fact that the within land is used as a Retirement Village NOTE A RETIREMENT VILLAGE - APPLICATION TO REGISTER / NOTE RETIREMENT VILLAGE PURSUANT TO SECTION 56 OF THE RETIREMENT VILLAGES ACT 2016 - Noting the fact that the within land is to be used as a Retirement Village CANCELLATION/TERMINATION OF RETIREMENT VILLAGE - APPLICATION TO CANCEL ENDORSEMENT OF A RETIREMENT VILLAGE PURSUANT TO SECTION 56 OF THE RETIREMENT VILLAGES ACT 2016 - Signed by the Registered Proprietor(s) CANCELLATION/TERMINATION OF RETIREMENT VILLAGE - APPLICATION TO TERMINATE ENDORSEMENT OF A RETIREMENT VILLAGE PURSUANT TO SECTION 59 OF THE RETIREMENT VILLAGES ACT 2016 - Signed by the Minister CESSATION OF LIEN - CESSATION OF LIEN (WORKER'S LIENS ACT 1893) - Applicant(s) is the Registered Proprietor(s) of a title (Lienor failed to bring Action) CESSATION OF LIEN - CESSATION OF LIEN (WORKER'S LIENS ACT 1893) - Applicant(s) is Prescribed Person on behalf of the Registered Proprietor(s) of a title (Lienor failed to bring Action) CESSATION OF LIEN - CESSATION OF LIEN (WORKER'S LIENS ACT 1893) - Applicant(s) is the Proprietor(s) of an interest (Lienor failed to bring Action) CESSATION OF LIEN - CESSATION OF LIEN (WORKER'S LIENS ACT 1893) - Applicant(s) is the Registered Proprietor(s) of a title (pursuant to Court Order) CESSATION OF LIEN - CESSATION OF LIEN (WORKER'S LIENS ACT 1893) - Applicant(s) is Prescribed Person on behalf of the Registered Proprietor(s) of a title (pursuant to Court Order) CESSATION OF LIEN - CESSATION OF LIEN (WORKER'S LIENS ACT 1893) - Applicant(s) is the Proprietor(s) of an interest (pursuant to Court Order) REMOVAL OF CAVEAT - REMOVAL OF CAVEAT - Applicant(s) is all the Registered Proprietor(s) of a title REMOVAL OF CAVEAT - REMOVAL OF CAVEAT - Applicant(s) is one of the Registered Proprietor(s) of a title REMOVAL OF CAVEAT - REMOVAL OF CAVEAT - Applicant(s) is all the Proprietor(s) of an Interest REMOVAL OF CAVEAT - REMOVAL OF CAVEAT - Applicant(s) is one of the Proprietor(s) of an Interest   These documents are accessible to users of any Workspace role. To access the document, navigate to the Document screen and select Create Documents > Other Documents. You can then further refine and locate your document by typing the name of the residual document in the document list field. As we continue to release more residual documents, they will also be found in this section. For instructions, refer to the Help article on Community.   (Referencing PEXA LS1-6571, LS1-6570) ... View more

PEXA is pleased to present the release of PEXA Projects 7.1.0 (PoT & MoT), scheduled for business go live 13 th July 2020.   New feature: Bulk Withdraw Workspaces (PoT & MoT) In this release, we are launching the Bulk Withdraw Workspaces feature, available to both Proprietors on Title and Mortgagors on Title. In just a few clicks, you can now safely and efficiently withdraw from multiple Workspaces that you no longer wish to participate in. After withdrawing from a Workspace, you are removed from the Workspace and can no longer view or edit details within the Workspace. If you'd like to rejoin the Workspace, you'd need to be invited back into the Workspace.   Using Bulk Withdraw Workspaces In your project, navigate to Manage Workspaces > Bulk Withdraw Workspaces from the side navigation panel. A list of active Workspaces displays. Use the checkboxes to select the Workspaces you’d like to withdraw from. The number of Workspaces you may select at any one time is limited to the number of entries displayed on the screen. Either scroll through the list or refine the Workspaces by using the Search Workspaces function. Click BULK WITHDRAW. When prompted, click YES to confirm withdrawal from the Workspace.   Results: After bulk withdrawing from Workspaces, you’ll be taken to the main Dashboard where you can easily identify withdrawn Workspaces by their grey shading. In PEXA Exchange, if other participants are still in the Workspace at the time you withdraw, then the Workspace will remain active but you’ll no longer have access to it. If you withdraw from the Workspace as the last participant, then the Workspace will move to the Abandoned folder.    ... View more

PEXA is pleased to present a minor release of the PEXA System, Release 12.1.0, scheduled for business go live 03 August 2020. UPDATE: There is no expected outage during the rollout of this release.   Key Highlights Introducing land title address lookup service (QLD) (Updated 31 July 2020) Ability to sign a Discharge prior to lodgement verification (ALL) Ability for all Workspace participants to view a Priority Notice (QLD, NSW, VIC) (Added 9 July 2020)   Other Highlights Lodgement verification is automatically triggered for a Consent (NSW)  (Removed 10 August 2020 - feature release date TBC) Lodgement verification is triggered before stamp duty has been completed (SA)  (Removed 10 August 2020 -feature release date to be TBC) Ability to attach documents to a Settlement Notification (ALL) (Updated 4 August 2020 - link to help article) Trigger search with one click (ALL)       Introducing land title address lookup service (QLD) Note: This feature will go live to QLD members on Wednesday 5th August.   We’re introducing a QLD land title address lookup service. With address lookup, the address field automatically populates and refines as you type, allowing you to quickly and efficiently search for a valid address without having to type in the full address. QLD will be the first jurisdiction to benefit from this exciting initiative, with other jurisdictions to follow. How it works To use address lookup functionality, navigate to the Land Titles screen, then click the Add Address button; the new and improved address entry screen displays. Start typing and a list of suggested addresses will appear that you can select from via the drop-down. Continue typing the address to further refine the search results. If an address can’t be found using the lookup, then you can enter the address manually by clicking the link beneath the results.       (Referencing PEXA FS-7445) Trigger search with one click Selecting a Smart Search suggestion will now trigger the search straight away and take you to your Workspace faster.       (Referencing PEXA PERF-718) Ability to sign a Discharge prior to lodgement verification (ALL) As of this release, Mortgagees can sign their Discharge of Mortgage prior to it undergoing Lodgement Verification. This means that you’ll no longer have to wait for other participants in the Workspace to progress their documents prior to signing off on your Discharge of Mortgage.     (Referencing PEXA LS3-4352) Ability for all Workspace participants to view a Priority Notice (QLD, NSW, VIC) From this release, all participants in a Workspace will be able to view Priority Notice documents. This will save you having to request or send copies of Priority Notices by email. Note: Extension of Priority Notice and Withdrawal of Priority Notice documents are excluded. For more information, see Priority Notices or read our Community help article.     (Referencing PEXA LS2-12467) Ability to attach documents to a Settlement Notification (ALL) We have extended our Settlement Notifications feature to allow you to upload and attach files. These files will be included in the emails issued when your transaction settles. As an example, you'll be able to send a real estate agent an 'Order on the Agent' pdf. Learn how to upload and attach files to a settlement notification from our Community Help article.     (Referencing PEXA LS2-11860) ... View more

UPDATE: Please note, the maintenance release of PEXA System, Release 12.0.2, has been deferred. All scope items planned for 6 July will be rolled into our next minor release, Release 12.1.0, scheduled 3 August 2020. ... View more

PEXA is pleased to present the release of PEXA Projects, Release 7.0.0, scheduled for business go live 01 June 2020.   Updates to Bulk Workspaces Upload for QLD We’ve enhanced the Bulk Upload Workspaces tool for our QLD subscribers. In this upcoming release, if you are a QLD subscriber with your default data setting turned on*, you will be able to use the Bulk Workspaces Upload Wizard to import sales data into your project’s Workspaces, along with your other Workspaces’ information. This will include: Cash amount Deposit paid Vendor terms about Liabilities amount Contract rebate amount Agreement date Date of possession * For the initial release of this enhancement.   Upon creating your documents in your projects’ Workspaces, the sales information that you have uploaded will automatically be populated into your Transfer, Form 24a and Form 24b documents. IMPORTANT: Bulk upload of sales data will not update Transfer, Form 24a and Form 24b documents that are already existing in the Workspace. Those will remain unchanged and signed, if previously signed. Updates can be made to individual documents via PEXA Exchange, if required, subject to business rules. How do I access the sales data upload capability? The access to the Bulk Upload Workspaces tool, where the new capability is included, remains unchanged. It is accessible under the side navigation menu Manage Workspaces > Bulk Upload Workspaces. What has changed in the wizard? 1. On the ‘Upload a file’ step For QLD subscribers toggled on for default data, the downloadable sample template will now include additional columns, designated for sales data:    2. On the ‘Setup and map’ step A new ‘Data’ tab will be displayed for the mapping of your uploaded sales data. 3. On the ‘Review and confirm’ step A new ‘Data’ tab will be displayed with the sales data you have mapped. Errors such as an exceeded upper limit of the amounts’ fields, incorrect format and agreement date that is not in the past, will be highlighted on the screen and must be rectified prior to committing your upload. All other functionality remains as you know it, e.g. the ability to add and delete records within the ‘Review Workspaces’ table and viewing the upload outcomes. What has changed in the Workspace? Once committed, any sales data uploaded for the Workspace using the Bulk Upload Workspaces tool will pre-populate the Transfer, Form 24a and Form 24b documents you will next create in PEXA Exchange.     The ability to edit these fields will be available to the Proprietor on Title role in the Workspace.   Note: The ‘Add Workspaces’ (manual) functionality remains unchanged and will not include the additional sales data fields provided for bulk upload of Workspaces. ... View more

PEXA is pleased to present a maintenance release of the PEXA System, Release 12.0.1, scheduled for business go live 15 June 2020. UPDATE: There is no expected outage during the rollout of this release.   National Highlights New message when accepting a Participation Request–PEXA Project (ALL) (Updated 1 June 2020–Available Now) New Workspace Summary item–PEXA Project (ALL)   QLD Highlights Allowing for any organisation type to transact on any dealing (QLD) Ability for Mortgagees to act in capacity (QLD) Enhanced the ‘Details of Sales Price’ fields in a Transfer (QLD) (Removed–1 June 2020) NSW COVID-19 Residual Lodgement (NSW) (Updated 3 June 2020)   New message when accepting a Participation Request–PEXA Project (ALL) When accepting a participation request, Mortgagees on Title will see a new message on the Participation Request screen:   IMPORTANT: If your MOT client is not a Panel Master, please ensure they are listed as a Frequently Represented Party (FRP) by your PEXA Administrator. The FRP must match the name on title EXACTLY and be set up PRIOR to accepting this PR.     The 'client' in this instance refers to the Mortgagee on Title.   (Referencing PEXA LCH-554)   New Workspace Summary item–PEXA Project (ALL) To quickly identify if a Workspace is linked to a matter in PEXA Project, we’ve added a new Workspace summary item – PEXA Projects – to the Workspace Summary screen. The PEXA Project summary shows the name of the project to which the Workspace belongs and is displayed only if the current Workspace is linked to a matter in PEXA Project. Users in the role of Mortgagee on Title or Proprietor on Title can click on the summary link and they’ll be redirected to the project Dashboard in PEXA Project.     (Referencing PEXA LCH-595)   Allowing for any organisation type to transact on any dealing (QLD) PEXA has extended its capability to allow any organisation type to transact on any dealing in QLD. Previously, only a few organisation types were supported. The full list of Organisation Types supported in PEXA include: Charitable body Commonwealth government or body Co-operative Foreign company - unregistered Incorporated Association Local government or body Non-government statutory entity Other legal entity Registered Australian body or foreign company Registered company Registered company in external administration Religious body State/Territory government or body Subdivisional body Trade Union   (Referencing PEXA LS4-6298)   Ability for Mortgagees to act in capacity (QLD) The QLD Mortgage and Discharge of Mortgage documents have been updated to allow mortgagees to act in capacity. Mortgagees who are acting in capacity will have the capacity displayed next to their name on the Participants screen. The party capacity will also be displayed on the rendered Discharge of Mortgage (for Mortgagee on Title) or Mortgage (for Incoming Mortgagee) document.             For a Mortgagee on Title party, the party capacity is obtained from RIS (where applicable) and the following Party Capacities are supported: Personal Representative Responsible Entity Statutory Trustee For Sale Trustee Trustee For Sale   For an Incoming Mortgagee party, a party capacity can be added, via a dropdown selection, to the party upon Create or Edit of the party. The following Party Capacities are supported: Trustee     (Referencing PEXA LS4-6031, LS4-6032)   NSW COVID-19 Residual Lodgement (NSW) As of 25 May 2020, paper documents that don’t have a Real Property Act Land Title Reference or where the Land Title is not valid for electronic lodgement in the PEXA Platform, can be lodged through the PEXA Platform using a prescribed Title Reference, as part of the NSW COVID-19 Residual Lodgement* solution. From 15 June 2020, the "Miscellaneous Document" will be added to this functionality.   *Note: You'll need to join the NSW Group in Community to view this content.   (Referencing PEXA  LS1-6359)   ... View more

Hi Community,   UPDATE: 26 May 2020   There will be a PEXA outage from 9am – midnight on Saturday 30 th  May 2020 to conduct an infrastructure upgrade. As a result, the PEXA system will not be available during this time.  If you have any questions, please don’t hesitate to ask below.   Thanks, Saysa ... View more

PEXA is pleased to present a major release of the PEXA System, Release 12.0.0, scheduled for business go live 04 May 2020.   UPDATE : There is no expected outage during the rollout of this release.   PEXA Exchange R12.0.0 Showcase  (Updated URL 24 April, 2020) Please note that some items have been removed from this release since the video was created on 20 April 2020. For the most up-to-date scope, please check the features listed on this page below .     Key Highlights Mobile responsive (Updated 17 April 2020 - screenshot update) New copy Workspace ID button Email and mobile validation (Available now) (Added 14 April 2020)   Other Highlights Further enhancements to support PEXA Key (Removed 14 April 2020) Updates to the 'Request to Join' screen (Updated 07 April 2020 – screenshot update) Further activation of residual documents (VIC)   Mobile responsive We’re super excited to announce that we’ve made PEXA Exchange mobile responsive and it’s now available to you! With mobile responsiveness, the interface adapts and scales according to your screen size. This means you can conveniently access PEXA Exchange from any mobile device (phone or tablet) to view your Workspace anywhere, anytime. To deliver a better experience, we’ve optimised the mobile experience ensuring that you can easily navigate your Workspace no matter how big (or small) your device is. Here’s what you need to know when viewing on a mobile device: By default, the left-navigation menu is hidden to maximise the screen space. To display the menu, tap on the arrow icon to view the menu slide out from the left. Grids (such as tables and rows) have been replaced by vertically stacked lists, which makes it easier for you to scroll on a hand-held device. Click View to view more details of the Workspace (FIG 1) The Workspace status bar displays only the current status of the Workspace. If you want to see all Workspace statuses, click the + icon to expand the statuses list (FIG 2). We are very excited about Conversations as we have made it easy to read and respond to! (FIG 3). For those of you who have many Workspaces, you can use the filter tool to find your Workspace easily. Signing has not changed,  so you will need to continue using your computer or existing device for signing.   FIG 1: Dashboard       FIG 2: Workspace statuses     FIG 3: Conversations screen     Logging in to PEXA on a mobile device: To log in to PEXA from your mobile device, go to https://workspaces.pexa.com.au and enter your email and password. You’ll be required to authenticate with multi-factor authentication (MFA) whenever you log in from a browser, whether on desktop or a mobile device. Read more about MFA in PEXA.       We're continually working on improving this and would love to hear your feedback. Simply post your comment below to share your feedback.   (Referencing PEXA UI-40)   New copy Workspace ID button It’s now easier for you to copy the Workspace ID and paste it into another document or application. We’ve added a Copy button next to the Workspace ID on the Workspace Summary screen. Simply click on the Copy button then paste it where you want to put it.     (Referencing PEXA FS-6660)   Email and mobile validation (Available now) From 14 th April, we’ve activated  email and mobile validation on the   Party   screen to ensure that the email or mobile you enter for the PEXA Key invitation is valid. When an Incoming Proprietor or Proprietor on Title enters their client’s mobile or email, PEXA checks to see if the data entered is valid: The email or mobile has the correct format: 10-digits for local mobile phone (e.g.: 0412 345 678). The syntax is name@email.com for email addresses. The email or mobile entered is a valid account to an existing service provider or network, respectively. If the details entered are valid, you’ll see a small green tick appear next to your entry to indicate that the email or mobile has been successfully validated. If the email or mobile is invalid, then a red error message appears. You’ll be required to re-enter a valid email or mobile to proceed. In some instances, an email or mobile cannot be verified so a warning message appears. When this happens, you’ll still be able to save the form, however, the PEXA Key invitation may not necessarily be sent to the recipient.     (Referencing PEXA FS- 6231 )   Updates to the 'Request to join' screen We’ve updated the Request to join PEXA form (via Subscriber Search > Invite them to connect!) to include a new Jurisdiction field and made some existing fields mandatory. This ensures that relevant data is captured in the initial request. You can use this form to send an invitation to a Subscriber inviting them to join the PEXA network. Our referral teams use this information to contact the Subscriber.     (Referencing PEXA FS-6701)   Further activation of residual documents (VIC) PEXA completes the release of the remaining residual documents in Victoria and the following residual documents are available: CHANGE PROPRIETORSHIP - TRANSFER TO THE CROWN CHANGE PROPRIETORSHIP - TRANSFER AND CREATION OF EASEMENT CHANGE PROPRIETORSHIP - TRANSFER BY COUNCIL - RATES RECOVERY CHANGE PROPRIETORSHIP - TRANSFER BY SHERIFF CHANGE PROPRIETORSHIP - TRANSFER TO RELIGIOUS SUCCESORY TRUSTEE   (Referencing PEXA LS1-5820)   ... View more

PEXA is pleased to present the release of PEXA Projects 6.1.3 (PoT), scheduled for business go live 06 April 2020. New destination funds category   A new destination funds category ‘Other – BPAY’ has been added in PEXA Projects. This new category is accessible to subscribers in the role of Proprietor on Title and enables them to make BPAY payments without the need to associate it with any subscriber. Since an associated subscriber is not needed, you may add Other – BPAY destination funds, even if an Incoming Proprietor of Proprietor on Title has not accepted the Workspace invitation.   Advising the required fields for Other (BPAY):     After entering the values for Other (BPAY):   ... View more

First published: 16 March 2020 Jurisdiction: NSW Additional Resources: Help Card   Overview If a joint tenant is deceased and there is at least one surviving tenant, then the surviving joint tenant(s) can make an application to the Land Registry to have the deceased’s name removed, so that only the surviving proprietor’s name is on the Title. If all joint tenants are deceased or the tenancy type is Tenants in Common, then lodge a Transmission instead.   In New South Wales, a Notice of Death: Can be processed for Joint Tenant Title, Can be processed for Tenants in Common Titles that have Joint Tenants groups, All surviving Joint Tenants must be represented in the Notice of Death. Note: If there are multiple joint tenants in the tenancy group and one or more surviving tenant will remain on title, a Notice of Death application for each deceased proprietor must be prepared in a separate workspace. A Notice of Death can be lodged as a standalone, or in combination with any of the following document types supported in PEXA: Consent Discharge of Mortgage Withdrawal of Caveat Mortgage Transfer Part Tenancy Transfer Note: A Transmission can be lodged in the same workspace as a Notice of Death where the tenancy type is TIC with joint inter -se and one of the Tenants in common is also deceased. Evidence requirements When lodging a Notice of Death in PEXA, you are not required to upload evidentiary material, however, you are still required to provide evidence details and retain the evidence for auditing purposes. PEXA accepts the following evidence types: Death Certificate Certificate under NSW Trustee and Guardian Act Coroners Report Medical Certificate certifying death   Steps Create Workspace with the following settings: Role = Proprietor on Title. Financial Settlement = No. Check that the details returned from the Land Registry are correct: The tenancy type is Joint Tenants or Tenants in Common with a Joint Tenancy group. Mark the proprietor as deceased: Navigate to the Participants screen from the left-hand-side menu. Select Edit Party from the Actions column next to the deceased party. Select The Proprietor is Deceased. In the Details of Death panel, click Add Details of Death and enter the date of death: Actual date, Date range, or Date description. Click Confirm. Save the changes. Note: If there is more than one deceased tenant, then you must create a Notice of Death document for each deceased party in a separate Workspace. Represent the surviving tenant: Note: If there is more than one surviving joint tenant, you are required to represent only one of the surviving tenants in the Workspace. On the Participants screen, select Edit Party from the Actions column next to the surviving party you represent. In the Party Details panel, enter all required information: Full name of the surviving tenant (this must match the name registered on title). Date of birth. Address details (required for the Notice of Sale (enter if the address does not appear in the available addresses). Save the changes. Create the Notice of Death document: Note: If there is more than one deceased tenant, then you must create a Notice of Death document for each deceased party in a separate Workspace. Navigate to the Documents screen from the left-hand-side menu. Select Create Documents > Notice of Death. Some details on this form are pre-populated from the information you entered on the Participants Under Deceased Proprietor Details, check that the deceased party is correctly listed and then add the evidence details: Select an Evidence Type. Enter the Evident Document Reference ID. Enter the date the certificate or report was dated. Check that the Surviving Tenant Details is correct. If there are multiple surviving tenants, only one tenant is required to be listed here. If you need to make any corrections, go to the Participants screen and edit the Party Click Save to create the document. Edit the Notice of Sale: Upon creation of a Notice of Death document, a Notice of Sale document is automatically generated. On the Documents screen, select Edit next to the Notice of Sale. In the Property Details panel, enter the Locality (i.e.: the name of the local government area). In the Service of Notice Details panel, ensure the details are correct and a Service of Notice Address has been added. Ensure that the Acquisition Date is correct; If necessary, update the date. The Acquisition Date can be different from the actual date of death if the date of death is unknown. Click Save. Create a Consent: The Consent Type is Transacting Party Consent. The Transacting Party is the surviving tenant. Note: If there is a Mortgagee registered on title, proceed to the Participants screen and invite the Mortgagee on Title as Consentor. This allows them to prepare the Consent document. Sign, and lodge the Notice of Death application: On the Documents screen, select Edit next to Lodgement Instructions. Check that the details are correct and then click Save. If document verification is successful, and each document in the lodgement case is prepared and successful, signing will be available for that document. Select Sign next to Lodgement Instructions to go to the Document Signing Review the signing terms and conditions listed in the Lodgement Instructions panel and then select the Sign all check box.   Results Once the Notice of Death is lodged with the Land Registry, the deceased tenant will be removed from the Title. If there are multiple deceased tenants, any subsequent Notice of Death documents can be lodged once the first Notice of Death has been registered.      Related topics Transmission Application (NSW) Notice of Sale (NSW) Preparing a Consent (NSW) Transfer Articles         ... View more

First published: 16 March 2020 Jurisdiction: NSW Additional Resources: Help Card   Overview A Transfer of Interest allows an Interest such as a Mortgage or Annuity Charge to be transferred from one interest holder to another. Note: PEXA currently does not support the transfer of dutiable interest in NSW. Therefore, a transfer of interest for a lease or sub-leases is not supported as they require duty assessment. The Transfer of Interest document can be created by participants in the following roles: Mortgagee on Title—if you are transferring a Mortgage. To Deal with an Interest—if you are transferring an Annuity OR if you represent the party receiving the Interest (this role is not available to Principal FIs). To process a Transfer of Interest (of Mortgage or Annuity Charge), you are not required to complete a Notice of Sale.   Steps Create a Workspace with the following settings: Jurisdiction: NSW Representative Role: To deal with and Interest or Mortgagee on Title Will this transaction involve a Transfer?: Yes Complete the other fields as required. Note: If the Workspace will not have have a financial settlement date and time, the party representing the Mortgagee on Title will need to wait for the To Deal with an Interest role to create the Workspace. Review the Land Title. Note: Multiple titles can be added to the Workspace to transfer the mortgage or annuity across the titles. Represent the participants: Invite the Interest Holder into the Workspace by clicking Invite Participant. Represent the Mortgagee on Title or Interest Holder on Title by selecting Edit beside the unrepresented party. Note: Ensure that the party is invited in the role of Mortgagee on Title. This allows the Mortgagee on Title to exercise their right as the Interest Holder, to transfer the Interest to another party. Create a Transfer of Interest document: Navigate to Documents > Create Document > Transfer of Interest. Complete the following fields on the Transfer of Interest screen: Titles Check that the Title is correct. Interest Affected Select the Mortgage or Annuity Charge to which the interest holder is transferring. Note : Multiple titles can be added to the Workspace to transfer the mortgage or annuity across the titles. Tenancy Details Select the Tenancy Type and Party. The new interest holder of the interest is populated as the Transferee. Consideration Type Select a Consideration type and fill in the subsequent fields. Save the document. Sign the Transfer documents. The parties in the role of Mortgagee on Title and To deal with an Interest both need to sign the documents. If applicable, prepare and sign the financial settlement. If there is no financial settlement, then sign the documents. The responsible subscriber will need to submit the documents for lodgement.   Related Topics Transfer Help Centre Articles   ... View more

PEXA is pleased to present a maintenance release of the PEXA System, Release 11.1.2, scheduled for business go live 06 April 2020.   UPDATE: There is no expected outage during the rollout of this release.   Key Highlights PEXA Key invitation extended to organisations Unique email and mobile number required for PEXA Key registration (Updated 13 March 2020)       PEXA Key invitation extended to organisations From this release, PEXA Key will be available to organisations. This means if you are representing a client who is an organisation, you can invite them to register for PEXA Key. To send a PEXA Key invitation: When representing your client on the Party screen, select the PEXA Key check box. Enter your client’s contact details: first and last name, email address, and phone number. Save the form. Once you save the changes, a PEXA Key invitation will be sent to your client via email and SMS. For more information on PEXA Key and how it works, please visit our Community page: PEXA Key.     (Referencing PEXA FS-6447) Unique email and mobile number required for PEXA Key registration Practitioners who wish to provide their clients with access to PEXA Key must enter a unique email and mobile number in their client’s party profile in PEXA. We’ve added additional validation to ensure that the mobile and email addresses entered are unique so that your client can log in to PEXA Key without any issues. This validation is specific to each Workspace.  If your client has more than one property or has more than one PEXA transaction, you may invite your client to PEXA Key in each Workspace where you represent them.   (Referencing PEXA FS-6393)   ... View more