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PEXA is pleased to present a major release of the PEXA System, Release 10.0.0, scheduled for business go live 13 May 2019.   Key Highlights Part Tenancy Transfer (NSW & SA) New Document: Transfer of Interests (SA) Enhancements to Discharge and Loan Documents Checklist Other Highlights Filter Ready to Sign Dashboard by Workspace IDs More Residual Documents activated (VIC) Updates to Form 24B (QLD)   Part Tenancy Transfer (NSW & SA) PEXA has enhanced the Part Tenancy Transfer in NSW and now supports the lodgement of this document type in SA. A Part Tenancy Transfer can be described as a Transfer where at least one Proprietor on Title is remaining on title. This type of transfer can also be referred to as a Share Transfer, where a proprietor may not be a party to the Transfer because their shareholding is not changing. In addition, if a Proprietor on Title is staying on title (i.e.: existing Proprietor on Title) then they may be included as a Transferee as they are acquiring an additional share of the title. Where an existing Proprietor on Title is a Transferee, you won’t need to create the proprietor as a new Incoming Proprietor party to the Workspace, instead, you can select them as a Transferee on the Transfer form and their names will be prepopulated.     Tip: Existing Proprietors on Title have the words ‘Proprietor on Title’ appended to their names.   Below are some common Part Tenancy Transfer scenarios: A (1/3), B (1/3), C (1/3) as Tenants in Common to B (1/3), C (2/3) as Tenants in Common A (1/3), B (1/3), C (1/3) as Tenants in Common to B (3/6), C (3/6) as Tenants in Common A, B (as Joint Tenants) to A (as Sole) A (as Sole) to A, B (as Joint Tenants) Jurisdictional Land Registries have differing business rules for how these types of transactions can be fulfilled. For more information on how to complete Part Tenancy Transfers in PEXA, refer to the Transfer help article related to your jurisdiction.   Notes for Part Tenancy Transfer (NSW) Titles held as ‘Joint Tenants’ will not be eligible for use in NSW Part Tenancy Transfers in Release 10.0.0. NSW Land Registry Services have separate forms in paper to cater for ‘Severance of Joint Tenancy’. PEXA plans to make ‘Joint Tenant’ titles available for use in Part Tenancy Transfers in NSW as an enhancement in a future release. (Referencing PEXA LS2 & LS4)   New Document: Transfer of Interests (SA) The ability to lodge a Transfer of Interest is now available in SA. A Transfer of Interest allows an Interest such as a Mortgage or Encumbrance to be transferred from one interest holder to another. A Transfer of Interest document can be created by participants in the following roles: To deal with an Interest—by Representative Subscribers or Principal Non-FIs—to represent the incoming Interest Holder. Mortgagee on Title—by Panel Members or ADIs*—to exercise their right as the current Interest Holder or representatives of the current Interest Holder, to transfer the Mortgage Interest to another party. Note: In PEXA, the Mortgagee on Title must be invited into the Workspace to create and sign the Transfer of Interest document. Encumbrancee on Title—by Representative Subscribers or Principal Non-FIs—to transfer the encumbrance from the current Interest Holder to another party. *Note: This document is available to Authorised Deposit-taking Institutions (ADIs) and panel members of FIs performing in the role of Mortgagee on Title; It is not available to non-ADI Financial Institutions (FIs). More information about transacting in PEXA for FIs can be found here. To process a Transfer of Interest (of Mortgage or Encumbrance), you are not required to complete Duty verification nor require a Settlement Date and Time. (Referencing PEXA IWG-919)   Enhancements to Discharge and Loan Documents Checklist To assist with the accuracy of Workspace checklist items, the following changes have been made to the Checklist panel on the Workspace Summary screen: CHECKLIST PANEL ITEMS: Discharge Authority [Sent] When an Incoming Mortgagee or Proprietor on Title uploads a Discharge Authority, this checklist item will be automatically selected. [Received] When a Mortgagee on Title creates a Discharge document, and this checklist item is deselected, it will be automatically selected after the successful creation of a Discharge document. [Received] When a land title and its associated documents have been removed from a Workspace, this checklist item will be deselected. [Received] When participants and its associated documents have been removed from a Workspace, this checklist item will be deselected. Loan Document [Received] When an Incoming Mortgagee creates a Mortgage document, and this checklist item is deselected, it will be automatically selected after the successful creation of a Mortgage document. [Received] When a land title and its associated documents have been removed from a Workspace, this checklist item will be deselected. [Received] When participants and their associated documents have been removed from a Workspace, this checklist item will be deselected. (Referencing PEXA FS-2731, FS-4549, FS-4793, FS-4794, FS-4915, FS-4916)   Filter Ready to Sign Dashboard by Workspace IDs This enhancement provides our Senior Partners with the efficiency to locate a set of Workspaces that are ready for signing on the Ready to Sign Dashboard and where Manual allocation is switched on. By clicking on the Workspace ID filter, you can enter up to 25 Workspace IDs to filter by. (Referencing PEXA FS-4803)   More Residual Documents Activated (VIC) As part of our initiative to be 100% digital, we’ll activate more residual documents to be available in a PEXA Workspace. We’re currently working with Land Registry Victoria to determine which residual documents will be activated in R10.0.0; When this is confirmed, we’ll update the Release Notes with this information. For more information about Residual Documents, see our Community help page. As we release more residual documents, we’ll also publish them here. (Referencing PEXA LS1-4117)   Updates to Form 24B (QLD) The QLD Form24B has been updated in PEXA to align with the paper form. We’ve added the following Yes/No question to the end of Form 24B in PEXA: “Is any transferor a non-Australian entity?” (Referencing PEXA IWG-1196)     ... View more

We understand that transitioning from paper to electronic conveyancing has its own hurdles. That’s why we’ve developed some in-app help to guide you through how to transact in PEXA. Here are some key benefits of using WalkMe in PEXA: We’ll guide you thru Whether you’re new to PEXA or you’ve been using PEXA for a while, there might be a time when you’re not quite sure how to complete a specific transaction. Don’t worry, if a Walk Thru is available for that transaction, we’ll guide you through the process from start to finish. Walk Thrus are also super handy for new transaction and document types in PEXA. Although it’s not perfect, we’ve designed our Walk-Thrus to guide you through the most common scenarios. If your transaction is a little more complex, or there are multiple participants in the Workspace, please refer to the Help articles. Here are some common transactions you can “Walk Thru”: Transfer Stamp Duty Financial Settlement We do the filtering for you Finding content with WalkMe saves you time. Have you ever tried to search for a specific help article on the PEXA Community website only to sift through pages of results to find the relevant help article? If you use the Help widget to do the search, we’ll bypass the clutter and filter only help articles so you can find that article, faster! We help validate your Workspace A common reason why your Workspace isn’t ready for lodgement is that there is missing information or your Workspace isn’t set up correctly. By using our Walk Thrus to create the transaction, we’ll guide you through how to correctly set up your Workspace. In addition, we’ve also created a short Walk Thru that checks the readiness of your Workspace and will flag any areas that may require attention.    For more information about WalkMe in PEXA, click here. ... View more

PEXA is pleased to present the release of PEXA Projects 5.3.0 (PoT & MoT), scheduled for business go live 16 April 2019.   Highlights Bulk Discharges for WA and QLD Bulk Financial Upload Wizard displays Source Account total Ability to add another Parent Land Title Allow any user to create or remove accounts   Bulk Discharge for WA and QLD The functionality to create bulk discharges has now been extended to WA and QLD. For more information about bulk discharge documents, refer to our Community article on Documents in PEXA Projects.   Bulk Financial Upload Wizard displays Source Account total The total amount for Source Accounts is now shown on the bottom of the Sources screen at step 3 of the Bulk Upload Financials wizard. This amount is calculated as follows: Total sources on screen – The sum of all Source Account based on the mapped entries in PEXA Project. Total sources for upload – The sum of all Source Account based on the source file (.xls). Ability to add another Parent Land Title Where a Project is marked as a multiple-stage Project, you can add an additional parent land title to that Project. When this option is selected, Workspaces within the Project that do not have child titles will inherit the new parent title. To add a new Parent Land Title On the Project Dashboard, click on Edit Project Details. Scroll down to Project stages details and ensure that Yes is selected. This indicates that the Project is marked as a multiple-stage project. Scroll up to General project details and under Parent Land Title, click Add another Parent Land Title. Enter a new Parent Land Title. Any Workspaces within this Project that do not have a child title will now inherit this new parent title. Allow any user to create or remove accounts We’ve removed the restriction on who can add/remove account(s) for a Project. Previously, only users with signing permission could add or remove account(s) for a project. In this release, we’ve removed this restriction so that any user can navigate to Manage Financial Account on the left-hand menu and add or remove account(s) for a Project, as necessary.   ... View more

PEXA is pleased to present a maintenance release of the PEXA System, Release 9.1.2, scheduled for business go live  8 April 2019.   UPDATE : There is no expected outage during the rollout of this release.   Key Highlights Prevent unsigning of Transfer document when saving without changes More detail added to User Report - Job Title and Last Active Fixes to Adjustments-related defects Other Highlights PEXA Projects - Source Account Verification Enhancement Source Funders to receive Payout Figure create/edit notification email Principal Non-FI subscribers and Panel Members     Prevent unsigning of Transfer document when saving without changes PEXA can now detect your changes to a Transfer document while in edit mode. If you save your signed Transfer document without making any changes, the document will remain signed.   (Referencing PEXA AXL-1166)   More detail added to User Report - Job Title and Last Active To assist you in managing your users, we’ve added more information to the User Report. You’ll see two new columns: Job Title Last Active   (Referencing PEXA AXL-1174)   Fixes to Adjustments-related defects: We’ve fixed a raft of Adjustments-related defects: Changed the days count column heading from “Total Period (Days)” to “Days Allowed” (PEXA ref AXL-1156) Correctly calculate Purchase Price in "Statement of Settlement" (PEXA ref AXL-1157) Show Adjustments in the order that they were entered (PEXA ref AXL-1180) Show "purchaser allows ## days" and "vendor allows ## days" on Statement of Adjustments PDF (PEXA ref AXL-1149)   (Referencing PEXA AXL-1156, AXL-1157, AXL-1180, AXL-1149) PEXA Projects - Source Account Verification Enhancement We've fixed a defect where the source account verification wasn't updating properly in PEXA Exchange. In this release, where a source verifier uploads source financial line items by clicking the Update Workspaces button on the Bulk Upload Financials screen, the verifier and verification date are now correctly reflected in PEXA Exchange.   (Referencing PEXA NIK-1937)   Source Funders to receive Payout Figure create/edit notification email Whenever a Payout Figure is entered or edited in a refinance, the Incoming Mortgagee receives an email notification. This email is often used as a trigger to confirm source funds are sufficient. This email notification will now also be sent the Source Funder, if one happens to be in the Workspace.   (Referencing PEXA AXL-1042)   Principal Non-FI subscribers and Panel Members Principal Non-FI subscribers will now be able to add Panel Members to their profile, which will assist in scenarios where they need to be represented in a transaction, especially in the role of Mortgagee on Title which has extra validation checks.   (Referencing PEXA AXL-1113)   ... View more

Overview Last updated: 29 March 2019 Jurisdiction: ALL Additional Resources: Help Card   Residual documents in PEXA are a large collection of infrequently lodged registry documents that previously had to be lodged in paper. These can include Acts, Legislations, or other document types that don't fall into any of the main categories currently available in PEXA. To address this, we’ve created a new category called   Other Documents   that comprises all residual documents so users can now create and lodge them via PEXA.   Who can create residual documents? Where can I find residual documents in PEXA? Do I need to include any attachments? Who can create Residual Documents in PEXA? These documents are accessible to users of any Workspace role but we recommend that the document is created by the subscriber in the role of To Deal with an Interest. Where can I find Residual Documents in PEXA? We've categorised all residual documents into one location — Other Documents — to make it easier for you to find. To create a residual document, navigate to the Document screen and select Create Documents > Other Documents. As we continue to release more residual documents, they will also be found in this section.   Do I need to include any attachments? Some residual documents may require you to upload and attach a scanned copy of the instrument (in PDF format). Check the requirements for your jurisdiction to determine if an attachment is required to support the dealing.     List of Residual Documents Residual documents will be incrementally released throughout 2019 and as they become available, we'll list them here.   VIC   Please refer to the Guide for Residual Documents for specific requirements for each residual document. Land Registry Victoria also provides additional information about residual documents on their website.   Available in PEXA: AGREEMENT - SECTION 173 - Planning & Environment Act - section 173     Steps In addition to the general steps on how to create a residual document, please also refer to the specific requirements pertaining to each document. Create a Workspace with the following settings: Representative Role: If you represent participants who are on-title then create or join the Workspace in the corresponding role, or switch roles to the correct corresponding role (for example, Proprietor on Title, Mortgagee on Title). If you represent participants who are not on title, we recommend creating the Workspace in the Representative role of To deal with an Interest. Financial Settlement required?: No Complete the other fields as required. Manage parties. Represent existing parties on title If you represent a participant who is currently on-title, select Cog > Edit and complete the form. Create a new party to the Workspace If you don’t represent any parties currently on-title then click Create Party and complete the party details to add them to the Workspace. Create Residual Document. Navigate to the Document screen. Select Create Document > Other Documents. Start typing the name of the document or a keyword for the document (e.g. "173" or "Dealings") to locate the relevant Act / Legislation / Document from the list. Select the document from the list and click Proceed. Complete the form and Save it when you're done. If required, Upload and Attach File to the document. Some residual documents may require you to attach a scanned copy of the instrument to be lodged together. Check the requirements in your jurisdiction to determine if this is required. Navigate to the Files screen. Click Upload File and select the file you'd like to upload. Click Upload when done. On the Files screen, click Cog > Attach next to the file you want to attach to the instrument. Click Attach. View, Sign, and Lodge the documents. We recommend that you view the documents before you sign and submit it for lodgement. Navigate to the Documents screen. Select Lodgement Instructions > Cog > Edit. Review the details and then Save it to trigger document verification. Select Document > View to view a render of the document and ensure the details are correct. Select Document > Sign. Select Document > Lodgement Instructions > Submit for Lodgement to lodge it with the Land Registry.   Related Topics Uploading and Attaching Files   ... View more

PEXA is pleased to present the release of PEXA Projects 5.1.0 (PoT & MoT), scheduled for business go live 4 March 2019.   Enhancements Updates to Particpation screens (MoT) New Search tool bar (MoT & PoT) Improved pagination (MoT)   Update to Projects Participation Screens (MoT) We’ve updated the Participation screens to be more user-friendly. Estimated Settlement Date Removed this column and field from the Outstanding Participation Requests Received and Participation Requests Details screens, respectively. Mortgagee Name Added a new column and field, which is visible only if the recipient is a Representative Subscriber, to the Outstanding Participation Requests Received and Participation Requests Details screens, respectively. Column layout The columns on the Outstanding Participation Requests Received screen have been re-ordered to be more user-friendly. The columns, from left to right, are: Sender, Mortgagee Name, Sender’s Project Name, Parent Land Title, Jurisdiction, Date Received and Actions. Blank address field PEXA Projects recognises when no address has been entered for the property. The Property address field now displays Not provided instead of no text. New Search tool bar (PoT & MoT) A new Search tool bar has been added that lets you efficiently search for projects. Located on the top right-hand side on the Projects home page, you can narrow down search results by using filters (which vary based on your role) within the Search bar.   Proprietor on Title Project Name Proprietor on Title Mortgagee on Title Land Title Jurisdiction Contains subscriber reference Contains lot in unregistered plan Mortgagee on Title Project Name Proprietor on Title Mortgagee on Title Land Title Jurisdiction Contains lot in unregistered plan   Improved pagination (MoT) Mortgagees on Title who manage many Workspaces in one project can now benefit from improved pagination. You now have the option to increase the number of Workspace entries displayed on the Project Dashboard tabs.  By default, up to 20 Workspace entries can be displayed, but you will now be able to choose to display 50 or 100 entries, making it easier for you to view more entries on a single screen. ... View more

PEXA is pleased to present a maintenance release of the PEXA System, Release 9.1.1, scheduled for business go live 4 March 2019.   UPDATE : There is no expected outage during the rollout of this release.   Key Highlights Digital signature required to activate new user (Updated 4 March 2019) Additional financial checks on the Document Signing screen Release of the first residual document (VIC) (Updated 7 March 2019) Other Highlights Dashboard button (Added 19 February 2019) Enhancements to Ready to Sign for Manual Allocation Auto Justification extended to Panel Member representing MoT (Updated 13 February 2019) Improvements to the Search tool (Added 13 February 2019) Revamped Notifications Screen (Added 8 February 2019) Settlement Accepted notification for Panel Members (Added 8 February 2019) Account re-entry for manually entered account numbers (Updated 18 February 2019)     Digital signature required to activate new user As part of our ongoing security initiatives, we’ve simplified and enhanced the new user activation process. Previously, new users were activated via an internal authorization process, which could take up to 2 days to complete. This process has now been replaced and subscribers can activate new users by using a digital signature. This greatly improves efficiency and ensures that new users are approved from a secure source.   By default, when new users are created, they will appear with a 'pending' status and will remain 'pending' until they’ve been activated. Only Subscriber Managers or Subscriber Administrators who hold a digital certificate are authorized to activate pending new users.   To activate pending users: Log in to PEXA Exchange as Subscriber Manager or Subscriber Administrator. Navigate to Administrator Tools > Manage Users. From here, there are 2 ways to activate new users: By creating a new user and then clicking Save and Activate. Ideal for creating and activating a single user. By marking the checkboxes next to the PENDING user(s) you wish to activate and then clicking Sign to Activate. Ideal for activating multiple users at once. Activated users will then display an ACTIVE status and will receive a notification to let them know that they can log in to PEXA. Please note: If the subscriber holding the certificate is away from the office, you must wait for their return so they can activate the new users. Alternatively, an additional digital certificate may be ordered from PEXA. Please note it may take up to 2 weeks to obtain a new digital certificate. For information about digital certificates, click here. For more information about managing users in PEXA, click here or read the FAQ page on new user activation. (Referencing PEXA PES-36)   Additional checks on the Document Signing screen To assist with a more secure transaction, we’ve taken additional measures to check high-risk line items. If a BSB and/or Account Number has been manually edited on the Destination Line Item screen, we’ll flag it on the Document Signing screen. This enhancement detects changes only when a BSB and/or Account Number has been manually edited on the Destination Line Item screen. For accounts with pre-populated data (such as PEXA-verified accounts or pre-defined accounts), PEXA will not flag these line items as their account contains pre-defined text that is non-editable. Prior to signing on the Document Signing screen, if a line item has been manually modified, we’ll display it here. The display of these line items shows both the current entry and the original/signed entry so that a user can easily compare the differences.   To proceed with signing, the user would need to confirm that these changes are valid.    Once confirmed, all destination line items associated with the Subscriber role is displayed and the Settlement Statement checkbox becomes available. The user is then able to select and sign the settlement statement. One of the main benefits this enhancement offers is the potential to prevent fraud by detecting manually entered data. By highlighting the changes, it draws more attention to the modified entry, and prompts the user to confirm that the current entry is correct. (Referencing PEXA PES-31)   Release of the first residual document (VIC) Victorian subscribers can now benefit from the release of the first residual document in PEXA, which means they can now lodge these documents in a PEXA Workspace. The first phase focuses on residual documents in Victoria, with plans to incrementally release more documents throughout the first half of 2019. This aligns with PEXA and Land Use Victoria’s (LUV) commitment to 100% digital capability in PEXA. Other jurisdictions can expect to see this functionality in their Workspaces in future releases. 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 created a new category called Other Documents that comprises all residual documents so users can now create and lodge them via PEXA. In this release, we’ve made available a new residual document: Planning & Environment Act - section 173 - APPLICATION TO RECORD AN INSTRUMENT This new document is accessible to users of any Workspace role. To access the document, navigate to the Document screen and select Create Documents > Other Documents. 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 LS1-4117)   Dashboard button Due to user feedback, the Dashboard button now takes you back to the Active dashboard. (Referencing PEXA FS-4664) Enhancements to Ready to Sign for Manual Allocation For subscribers with dual signing enabled, manually allocated Workspaces will remain on the Ready to Sign dashboard until both signatories have signed, and Workgroup column will be available. If at any stage a manually allocated Workspace reverts from a signed to an unsigned status, then the Workspace would need to be manually re-allocated to the Ready to Sign dashboard so that both signatories can sign. (Referencing PEXA FS-4439)   Auto Justification extended to Panel Member representing MoT Panel members who receive an Invitation or Participation Request from their panel master and are representing in the role of Mortgagee on Title will no longer be required to manually justify reserved names as auto-justification is supported. (Referencing PEXA FS-4453)   Improvements to the Search tool Currently, when you search for any term without selecting a category to filter by, PEXA will search by Subscriber Reference. We’ve improved the search functionality to recognise when a PEXA ID is entered (either via text input or by copy and paste) and will automatically filter the search results by Workspace ID. If you enter any search term other than a PEXA ID, then by default it will search by Subscriber Reference. Also, we’ve fixed a defect where the category reverts to Subscriber Reference if you select a category before entering a search term. Now, if you select a category first and then enter a search term, the category is retained.   When a PEXA ID is entered first, the category defaults to Workspace ID.   When a category is selected first, the selection is retained even after you enter your search term. (Referencing PEXA FS-4654)   Revamped Notifications Screen We’re bringing together all the notification-related Workspace functionality onto one screen. The existing Notifications screen will be the new home for Settlement Notifications (previously on the Property Information screen) and Notification Recipients (previously on the Workspace Settings screen). But don’t worry if you forget what has moved where. We’ll have links on the old screens to the Notifications screen.   (Referencing PEXA AXL-1147 and AXL-1151)   Settlement Accepted notification for Panel Members Currently, an email notification is sent to Financial Institution Workspace participants when everyone in the Workspace has accepted the settlement date and time. This is when settlement is considered "booked", to use old terminology. From R9.1.1, this email notification will also be sent to Panel Members in the roles of Incoming Mortgagee and Mortgagee on Title, as they act on behalf of Financial Institutions and essentially follow very similar processes.   Subject of the email notification: <Workspace Reference>: Settlement date/time has been Accepted by all required participants   Email body will contain: The Settlement date and time has been accepted by all required participants in the above mentioned Workspace. (Referencing PEXA AXl-986)   Account re-entry for manually entered account numbers When entering in an account number for Vendor’s Funds, unintentional keying errors can result in lost or misapplied funds that require tedious rectification post-settlement. With this risk in mind, PEXA now requires you to double-check the entry by clicking ‘Confirm’. This is similar to the way other applications require you to re-key a password when creating an account. By confirming the account number was entered as you intended, members can rest assured that they have ruled out keying errors for Vendor’s Funds line items. Account number re-entry applies to all subscriber types (practitioners and financial institutions) and only for Vendor’s Funds (where manual entry of account number is required). This gives you the option to easily amend or reset the entry if the numbers do not match:   Once the entries match, inline validation will automatically inform you:     (Referencing PEXA PES-1323)   ... View more

PEXA is pleased to present the release of PEXA Projects (PoT & MoT), scheduled for business go live 4 February 2019 .   New features Participation Request Enhancement (PoT) Ability to act on both sides of Transaction Self-activation for Projects New Workspace ID column   Participation Request Enhancement (PoT) We’ve enhanced the Participation Request functionality so that Mortgagees on Title can respond to bulk Workspace invitation requests via the new Participations Request feature in PEXA Exchange.   Sending participation requests Previously, a Proprietor on Title had to send individual Workspace invitations to the Mortgagee on Title requesting them to join the Project. The Mortgagee on Title would receive both the individual Workspace invitation and the participation request. Now, you are no longer required to send individual Workspace invitations. Instead, the participation request is automatically sent to Mortgagees on Title in the following ways: Upon saving a Project When a Proprietor on Title defines the Mortgage details on the Projects details screen, then a participation request is automatically sent to the Mortgagee on Title if there are existing Workspaces for the Project. Via the Bulk Upload Workspaces tool If a Mortgagee on Title is defined in the Projects and the Proprietor on Title uploads a Workspace to the Project via the Bulk Upload Workspaces tool, then a participation request is sent to the Mortgagee on Title in PEXA Exchange.   Receiving participation requests When a Mortgagee on Title receives a participation request, the request can now be easily identified via the new PR notification on the top navigation bar in PEXA Exchange. Whenever a new participation request is received, it appears as a notification here.     Simply click on the PRs link to view all outstanding participation requests. Upon selecting an outstanding Project to view, the mortgagee can view a summary of the request and then respond with the option to either Accept, Forward or Decline the participation request and its associated invitations. More information on Participation Requests in PEXA Projects can be found here. Ability to act on both sides of Transaction As part of the Participation Request enhancement, members are now able to act on both sides of the transaction. Proprietors on Title are now able to add themselves as a Mortgagee on Title when creating or editing a Project:     By adding Mortgage details to the project, PEXA automatically sends a participation request to the named mortgagee. The subscriber then logs in to PEXA Exchange as Mortgagee on Title to either accept, decline or forward the request. Self-activation for Projects A member who has not been activated for PEXA Projects can now self-activate their account for PEXA Projects. When the member is directed to the PEXA Projects URL, they are redirected to the self-activation page. To self-activate an account in PEXA Projects: On the self-activation page, click Activate. Choose a Projects Subscriber Role to determine your role in the Project: Single role – select either Proprietor on Title or Mortgagee on Title. Dual roles – select Both and then select a default role for logging into PEXA Projects. Agree to the terms and conditions. You’ve now activated your account and should be able to log in to PEXA Projects as a subscriber.   Note: If the member has opted for both roles, they can switch roles between Mortgagee on Title and Proprietor on Title within PEXA Projects.   New Workspace ID column We’ve added a new Workspace ID column so that members can easily identify Workspace IDs from within PEXA Projects.     ... View more

If you’d like to share feedback directly with PEXA, you can do so by clicking on the ‘Feedback’ tab to the right-hand side of the PEXA platform. This information helps us to continually improve the platform and your overall user experience. Your feedback is shared with the appropriate parties, including our product teams. We read everything so please don’t hesitate to share!     ... View more

PEXA is pleased to present a minor release of the PEXA System, Release 9.1, scheduled for business go live   4 February 2019.   UPDATE:  There is no expected outage during the rollout of this release.     Key Highlights Ability to link up to 12 Simultaneous Lodgements Linked Financial Settlements panel on the Workspace Summary Enhancements to Participation Requests (PEXA Projects) (Added 25 January 2019) Other features Allow banks to create Settlement Notifications Ability to select weekend dates in Adjustments and Payments Recent Workspaces redirects to the Active Dashboard screen Improvements to the visibility of Loan Documents and Discharge Authority checklist (Updated 30 January 2019) Subscriber reference now visible on the signing screen Ability to sort and filter users by the status column (Updated 15 January 2019)     Ability to link up to 12 Simultaneous Lodgements PEXA has improved the efficiency around linked simultaneous lodgements. Previously, subscribers in the role of Incoming Mortgagee or Mortgagee on Title could link up to 6 simultaneous lodgements in a Workspace. The number of Workspaces you can link or de-link for simultaneous lodgements has now increased to 12. (Referencing PEXA FSS-4159)   Linked Financial Settlements panel on the Workspace Summary PEXA has enhanced the new Workspace Summary screen by adding a new Linked Financial Settlement panel. This panel appears in Workspaces that are part of a linked financial settlement (either active or pending) and displays the following information: Each Workspace in the chain Settlement date and time, and any potential misalignments Status of each Workspace To make any changes to the Linked Financial Settlements, click the Go To link and make the required changes on the Financial Settlement Schedule screen.   The below screenshot shows three different scenarios for a Linked Financial Settlements panel:   (Referencing PEXA AXL-1097)   Enhancements to Participation Requests (PEXA Projects) We’ve enhanced the Participation Requestion functionality so that Mortgagees on Title can respond to bulk Workspace invitation requests via the new Participations Request feature in PEXA Exchange. Previously, a Proprietor on Title had to send individual Workspace invitations to the Mortgagee on Title requesting them to join the Project. The Mortgagee on Title would receive both the individual Workspace invitation and the participation request. Now, you are no longer required to send individual Workspace invitations. If a Workspace exists and a mortgagee is added to the Project, then a participation request is automatically sent to the mortgagee's Workspace in PEXA Exchange. When a Mortgagee on Title receives a participation request, the request can now be easily identified via the new PR notification on the top navigation bar in PEXA Exchange. Whenever a new participation request is received, it appears as a notification here. Simply click on the PRs link to view all outstanding participation requests. Upon selecting an outstanding Project to view, the mortgagee can view a summary of the request and then respond with the option to either Accept, Forward or Decline the participation request and its associated invitations.   More information on Participation Requests in PEXA Projects can be found here. (Referencing PEXA NIK-1647)   Allow banks to create settlement notifications Previously, the ability to create Settlement Notifications was available only to Practitioners. In this release, we’ve extended the functionality to financial institutions. In Transfer Workspaces, participants in the role of Incoming Mortgagee and Mortgagee on Title can now access the Property Information page, which enables them to create settlement notifications for their frontline staff, relationship managers, and brokers. The Settlement Notification functionality works the same way as it currently does for Practitioners. For more information on how to create notifications, refer to the Settlement Notification article on Community. (Referencing PEXA AXL-965)   Ability to select weekend dates in Adjustments and Payments We’ve improved the accuracy when calculating adjustments periods that fall on a weekend. From this release onwards, subscribers using the Adjustments and Payments functionality can now select dates that fall on a weekend. For information on the Adjustments and Payments view, click here. (Referencing PEXA AXL-922)   Recent Workspaces redirects to the Active Dashboard screen Clicking on the  Dashboard  tab will now direct you to the  Recent Workspaces  dashboard.  To access your active workspaces list, either click on the Recent Workspaces tab and select the View all workspaces option or click on the Active tab on the left hand navigation menu.     (Referencing PEXA FSS-4418)   Improvements to The visibility of Loan Documents and Discharge Authority checklist We’ve made a few improvements to the visibility of Loan Documents and Discharge Authority checklist for panel members and representative subscribers. Panel members Panel members representing Panel Masters in the role of Incoming Mortgagee or Mortgagee on Title can now view and action the Loan Documents and Discharge Authority checklist items. If a panel member withdraws from the Workspace and there are no Mortgagees on Title left in the Workspace, then the checklist will be removed. If there are multiple Mortgagees on Title in the Workspace and one of the Mortgagee on Title withdrawals from the Workspace, the checklist items that relate to the withdrawn Mortgagees on Title is removed. A new set of checklist items is generated when a Mortgagee on Title panel member creates or accepts an invitation to a Workspace. However, if the Mortgagee on Title returns to the Workspace, the previous checklist of that subscriber for that role and Workspace is re-displayed. Note: For the last 3 bullet points above, the rules are the same for Incoming Mortgagees.   Representative subscribers Previously, this checklist was made visible to representative subscribers only after a Mortgagee on Title or has Incoming Mortgagee has accepted an invitation to join a Workspace. Now, this checklist is visible prior to the invitation being accepted. (Referencing PEXA FS-4487, FS-3021)   Subscriber reference now visible on the signing screen The Subscriber Reference will be visible when signing from Workspace level. This applies when signing on the Document Signing screen.   (Referencing PEXA FSS-3998)   Ability to sort and filter users by the status column Subscriber Managers can now filter users by the status column and sort them by ascending or descending order. (Referencing PEXA FSS-4085)   ... View more

Walk-Thrus are designed to walk you through each step of the process to help you learn how to use the features and accomplish your tasks in PEXA. Gettings Started Walk-Thrus  The following Walk-Thrus are available for all jurisdictions: Walk-Thru why isn’t my Workspace ready yet Run this Walk-Thru to discover why your Workspace isn’t ready for financial settlement. We'll flag areas that need attention. Walk-Thru setting up my profile How to set up your profile! Walk Thru adding new users to PEXA How to add a new user so they can transact in PEXA. Walk Thru subscriber management (this includes trust account verification) How to verify accounts in PEXA. Walk Thru adding users to a trust account How to add   users   to a trust account. Walk Thru Manage Workgroups How to add and edit Workgroups. Walk-Thrus for document types (state-specific) The following Walk-Thrus show you how to complete the documents in PEXA. These Walk-Thrus are state-specific and can be launched either from the Help   menu,   or from the Document screen.     NSW QLD SA VIC WA Documents Caveat ▷ ▷ ▷ ▷ ▷ Caveat—Withdrawal of Caveat ▷ ▷ ▷ ▷ ▷ Consent ▷         Encumbrance     ✔     Encumbrance—Discharge of Encumbrance     ✔     Form 24A   ▷       Form 24B   ▷       Lease ▷         Mortgage ✔ ✔ ✔ ✔ ✔ Mortgage—Discharge of Mortgage ✔ ✔ ✔ ✔ ✔ Nomination       ▷   Nomination—Withdrawal of Nomination       ✔   Notice of Acquisition       ▷   Notice of Sale ▷         Priority Notice ✔ ✔   ✔   Priority Notice—Extension of Priority Notice ✔ ✔   ✔   Priority Notice—Withdrawal of Priority Notice ✔ ✔   ✔   Survivorship     ▷ ▷   Transfer ▷ ▷ ▷ ▷ ▷ Transfer—Part Tenancy Transfer ▷     ▷   Transmission ▷   ▷ ▷   Transmission — Direct to Beneficiary ▷         Financial Tasks Stamp Duty ▷ ▷ ▷ ▷ ▷ Financial Settlement ✔ ✔ ✔ ✔ ✔      Completing the FSS ▷ ▷ ▷ ▷ ▷      Entering source funds ▷ ▷ ▷ ▷ ▷ Linked Simultaneous Settlement ▷ ▷ ▷ ▷ ▷ Workspace tasks Add/switch roles ▷ ▷ ▷ ▷ ▷ How to upload a file ▷ ▷ ▷ ▷ ▷    Icon Description ▷ Available in PEXA, available as a Walk-Thru ✔ Available in PEXA, not available as a Walk-Thru   Not available in PEXA   ... View more

PEXA is pleased to present the release of PEXA Projects (PoT) — Release 4.4.0, scheduled for business go live  19 December 2018 .   Ability to edit parent land title New to this release is the ability for Subscribers to add an additional parent land title to a Project. The new parent land title can be used in a multi-stage development project to represent each developmental stage within a project. To add a new parent land title, the Project must be flagged as a multiple stage Project and where child titles have been issued for some (not all) Workspaces within a project for its existing parent title. Each Project (and its Workspaces without child land title) can have a single active parent land title at any given time. When a new land title is added, Workspaces in the Project with no child titles inherits this new parent title.    Refer to the Community for information on how to edit parent land titles. ... View more

Projects lets you efficiently manage bulk data across your PEXA Workspaces. Prerequisite: Before creating a Project, check that you have completed the following prerequisites: Set up a Workgroup   for the project. Add the   Proprietor on Title   as a   Frequently Represented Party. Creating a project Log into PEXA Projects as a   Proprietor on Title. Click   Create a new PEXA Project. Complete the following fields:   Field Description General Project Details   Project Name* A descriptive name for the project. Jurisdiction* The jurisdiction where the development is located. Project Workgroup* The Workgroup to which the land title is assigned. Estimated Settlement Date An estimated date for when settlement occurs. Parent Land Title The parent land title reference. Proprietor on Title The name of the current vendor. Mortgage Details   Is there a Mortgage registered on the title?* Select   Yes   if the title currently has a registered mortgage, otherwise select   No.   If   Yes, then enter the following: Mortgagee name:  The name of the Mortgagee registered on the parent title. Dealing number:  The Land Registry document number. PEXA Participant Name: The name of the participant Destination account details   Do you intend to restrict   account(s) this project can disburse to? *   Select Yes if any restrictive covenants will pass to the child titles when they are created.  Project stages details   Do you intend to have more than one stage to this project? *   Select   Yes   if there is more than one development stage in this Project. *   Mandatory fields Click   Save To Create Project. ... View more

Subscribers can now add an additional parent land title to a Project, which can be used in a multi-stage development project to represent a different developmental stage within a project. To add a new parent land title, the Project must be flagged as a multiple stage Project and contain Workspaces without child titles. Each Project (and its Workspaces without child land title) can have a single active parent land title at any given time. When a new land title is added, Workspaces within the Project that do not have child titles inherits this new parent title.  Adding an additional parent land title To add a new parent land title, the Project must be flagged as a multiple stage Project. Create a new PEXA Project and select   Yes   to Do you intend to have more than one stage in this project. By selecting   Yes, the Subscriber will be able to add another parent title to the project once the Plan of Subdivision has been registered for its existing parent title. Add a new parent land title: On the   PEXA Projects   dashboard, open the project you just created. Click   Edit Project Details. Under   General project details, click   + add another Parent Land Title. Note: The active land title is marked with a green tick. Any new Workspaces created in the Project will inherit the parent title that is active at the time the Workspace is created. Enter a new parent land title reference and click   Save Project Details. Workspaces that do not have child titles will now inherit the new parent title. Check the updated land title: You can check the updated land title in the PEXA Exchange platform. In PEXA Exchange, open one of the Project’s Workspace and navigate to the   Land Titles   screen. For Workspaces without child titles, the inherited parent land title is shown here. Expand the   Land Title Reference   to view its details. Note: There can be only one active parent land title per project. ... View more

Overview Jurisdiction: NSW Additional Resources: Help Card, Walk Thru   You can now create and lodge Lease documents in a NSW Workspace. A Lease is a tenancy agreement between the landlord and the tenant that allows the tenant to rent out the property based on the terms and conditions set out in the lease agreement. In PEXA, a Lease may be lodged: As a standalone document, In combination with other documents, such as Transfers or Mortgage Discharges. Conditions and Provisions To successfully lodge a Lease through PEXA, a signed copy of the Conditions and Provisions will need to be uploaded and attached to the Lease document. The Conditions and Provisions attachment refers to the Annexures and any other relevant conditions related to the lease. The following documents may be scanned and uploaded as a single Conditions and Provisions attachment: Conditions of the Lease Lease Schedule Lease Plan Annexure A Annexure B Tenancy Guide (for Retail Leases) Disclosure Statement (for Retail Leases)   Walk Thru A Walk-Thru is available for Leases (NSW). You can launch the Lease (NSW) Walk-Thru by clicking the Walk Me Thru > launcher on the Lease document screen.   Steps Note: This set of instruction applies to a standalone Lease document. If you are lodging a Lease and a Transfer together in the same Workspace, please ensure financial settlement is included in the Workspace. Create a Workspace with the following settings: Jurisdiction: NSW Representative role: Proprietor on Title (Lessor), or To Deal with an Interest (Lessee). Note: If you represent both parties, you must add the other role in Workspace Settings, then for each role, continue with the steps below for the parties that you represent. Complete the other fields as required. Review the Land Title. Represent the Lessor (landlord): Click Edit next to the Proprietor on Title you represent. Select I represent this party. Complete the Party Details. Save the changes. Repeat Step 3 against all parties you represent. Invite another participant into the Workspace so they can represent the Lessee (tenant): Click Invite Participant and invite the other participant in the role of To Deal with an Interest. Wait for the other participant to: Accept the invitation via Invitations. Create and represent the Lessee (tenant) via Create Party. If a mortgagee is registered on title, then invite the first Mortgagee on Title into Workspace as a Consentor. Click Invite Participants. For the Role, select Consentor. In the Participants field, start typing the name of the other participant and then select their name from the drop-down list. If their name doesn't appear in the list, then you'll have to ask them to join PEXA via the on-screen link. Check the Title, Property Address, and Client Names. Optionally, you can add the Customer Account/Loan Number and Notes to the invitation. Click Send Invitations. An invitation will be sent to the participant and after they accept the invitation, they'll be able to transact in this Workspace. Create a Lease document: The Lease document is created by the Proprietor on Title. Navigate to Documents > Create Document > Lease. Complete the following fields on the Lease screen: Titles Specify whether the Lease applies to Whole or Part of the title. If the extent is Part – Lease description, a description of the land affected will be required. Is this a Sub-Lease of a Lease?: No Note: Sub-leases are currrently not available but will be available in a future release. Once it is available, PEXA will advise through Release Notes. Lessor Details This section will auto-populate with the Proprietor(s) that are currently registered on title. Lessee Details This section is auto-populated with the represented Lessee's details. Lease Details Summarise the terms of the Lease. Lease Period: Enter the initial lease period in number of years, months, and days. Option to Renew details: If there is an option to renew, then enter the renew period(s). Option to Purchase details: Indicate if there is an 'Option to Purchase' for the lease. Save the Lease document. Note: Multiple Leases can be created in the same Workspace. If there is more than one Lease, then repeat Step 6 for each lease required. Attach the Conditions and Provisions to the Lease: A Conditions and Provisions attachment must be signed by both the landlord and the tenant. For information on Conditions and Provisions, see here. Navigate to Files > Upload Files. Upload the file: Browse for the file. Under Land Registry Attachment File, select Conditions and Provisions. Complete the other fields as required. Click Upload. Select Cog > Attach to attach the file to the Lease. Note: In addition, the following files may also be attached to a Lease document: Plan Minister's Consent document Caveators Consent document Create a Consent: The party who holds control of the title creates the Consent. View and sign the documents within the Lodgement Case. The Lease must be signed by both the Lessor and Lessee The Lodgement Instruction is signed by the lodging party. Next steps: For a standalone Lease, when all documents within the lodgement case have been signed by both parties, the responsible party may submit the documents to the Land Registry for lodgement via Cog > Submit for Lodgement. If there is financial settlement, then both parties must sign the Financial Settlement Schedule. The Lease will be lodged together with all other documents in the lodgement case (including Transfer, if applicable) upon financial settlement.     Related Topics Transfer—Representing the Vendor (NSW) Transfer—Representing the Purchaser (NSW) Consent Preparing Financial Settlement ... View more

Overview Jurisdiction: SA Additional Resources:   Help Card,   Walk Thru   PEXA supports the electronic lodgement of a Survivorship followed by Transmission, known as   Application to Register Death (all applicants deceased)   in South Australia. If all parties in a   Joint Tenancy   passes away, a   Survivorship with Transmission   application should be made to confirm the pre-deceased Proprietors and appoint the Executor/Administrator of the last deceased Proprietor. In PEXA, the last deceased Proprietor is known as the Primary Deceased. From Release 9.0.1, you'll be able to lodge a Survivorship Application on its own in a PEXA Workspace, or together in the same Workspace as a Transfer or Mortgage. Note: You are required to provide supporting documentation in PEXA to lodge a Transmission so please ensure that you are in possession of the correct documentation. Note: If one or more Proprietors in a   Joint Tenancy   passes away and there is a surviving tenant remaining on   title, please lodge a   Standalone Survivorship   instead. If a   Sole Proprietor   passes away, please lodge a   Transmission   instead.      Walk Thru Select Walk Thru a Survivorship (SA) from the Help tab in PEXA then follow the on-screen prompts.     Steps   Create the Workspace in the role of an Incoming Proprietor. For a standalone Transmission, select No to Financial Settlement required?. For a Transmission lodged with a Transfer in the same Workspace, select Yes to Financial Settlement required? and Will this transaction involve a Transfer?. Review the   Land Title. Confirm the Proprietors are deceased: Navigate to the   Participants   screen and select   Cog > Edit Party   against the deceased Proprietors. Select   The Proprietor is Deceased. Click   Add Details of Death   and complete the details. Save   the changes. The Proprietor now appears as deceased on the   Participants   screen. Repeat step 3 for all deceased Proprietors. Represent the Executor/Administrator/Legal Personal Representative: On the   Participants   screen, click   Create Party. Select   I Represent this Party. Ensure the role of   Incoming Proprietor   is selected. Complete the required information for   Party Details: Name Date of birth Party Capacity to be recorded on Title Click   Save. Create a Survivorship document for each of the pre-deceased Proprietors (except for the last deceased): Navigate to the   Documents   screen and then select   Create Document > Survivorship. Check the   Land Title. If there are multiple titles in the workspace, select the correct title. If there is a single title, the title will be automatically populated. Check the   Deceased Proprietor Details: The correct Proprietor is registered as deceased. Their details of   death   are correct. To update their details of death, click   Edit Details of Death. Under   Applicant Details, check that the surviving Proprietors' details are correct and complete. Under   Grantee Details, check that the Name, Party Capacity, and Address are correct. Save   the document. Repeat Step 5 until a Survivorship document is created for all pre-deceased Proprietors (except for the last deceased). Create the Transmission: The Transmission Application is created for the Proprietor who passed away last. On the   Documents   screen, select   Create Documents > Transmission. Under   Applicant Details, check that the correct   Party Capacity   is selected and the   Address   is correct. Under   Tenancy, check that the details for the last deceased Proprietor are correct. Add   Evidence Details: The Evidence Type will populate automatically, depending on the Party Capacity entered. Enter the Evidence Date. If there are additional evidence types that support this transaction, add them by clicking   Add Evidence. Save   the Transmission. Attach evidence to Transmission: You are required to attach supporting documentation for the Transmission (e.g. Probate/Letters of Administration). Navigate to the   Files   screen and click   Upload Files. Browse for the file and complete the required fields. Note: Under   File Description, select the   Land Registry Attachment File   applicable to the   Evidence Type you are uploading. Click   Upload. Select   Cog > Attach   to attach the file to the Transmission. For a Transfer Workspace only—If you are lodging a standalone Transmission then skip this step. Invite the Incoming Proprietor into the Workspace via the Participants screen and then wait for them to: Create and represent the incoming party as a new party in the Workspace. Create the Transfer document. View, sign and lodge the documents: Note: The document status for documents within the Lodgement Instructions must be   Prepared   before you can sign the documents. On the   Document   screen, select the Cog > Edit   against the Lodgement Instructions. Ensure to check the order of lodgement. On the   Document   screen, select the Cog > View   against the Survivorship(s) and Transmission and review the details. On the   Document   screen, select the   Cog > Sign   against the Lodgement Instructions. Select the checkboxes for Lodgement Instructions, Survivorship(s), and Transmission and if applicable, Transfer then click   Sign Documents. The documents will be verified with the Land Registry and once they are successfully verified and signed, you can lodge the documents. Select   Cog > Submit for Lodgement   to lodge the documents with the Land Registry.     Related Topics Survivorships or Transmissions and a subsequent Transfer Transmission Application (SA) Survivorship—Standalone (SA)   ... View more

Overview Jurisdiction: SA Additional Resources: Help Card, Walk Thru   PEXA supports the electronic lodgement of a Standalone Survivorship, known as Application to Register Death by Survivor in South Australia. If a joint tenant on a property title passes away, then the surviving proprietor should make an application to the Land Registry to have the deceased’s name removed, so that only the surviving proprietor’s name is on title. A Standalone Survivorship can be lodged: When one or more Proprietors on Title in a Joint Tenancy has passed away and there is at least one surviving Proprietor. If all parties in a Joint Tenancy have passed away, then please lodge a Survivorship—with Transmission instead. With or without financial settlement  Note: You are required to provide supporting documentation in PEXA to lodge a Transmission so please ensure that you are in possession of the correct documentation.   Click "Try me"! Or to launch the tutorial in a new screen, click here.       Walk Thru Select Walk Thru a Survivorship (SA) from the Help tab in PEXA, then follow the on-screen prompts.     Steps   Create the Workspace in the role of Proprietor on Title with the following settings: Financial Settlement = No Review the Land Title. Confirm the Proprietor is deceased: Navigate to the Participants screen and select Cog > Edit Party against the deceased Proprietor. Select The Proprietor is Deceased. Click Add Details of Death to and complete the details. Save the changes. The Proprietor now appears as deceased on the Participants screen. Repeat Step 3 for all deceased Proprietors. Represent the surviving Proprietor: On the Participants screen, select Cog > Edit Party against the surviving Proprietor. Select I Represent this Party. Check that the Party Details are correct, and provide information where required: Name Date of Birth Preferred contact phone number Address Save the changes. The Proprietor is now shown as represented on the Participants screen. Repeat Step 4 until all surviving Proprietors are represented. Create the Survivorship document: Note: If more than one Proprietor has passed away, create a Survivorship for each deceased Proprietor in the order in which they passed away. That is, create the Survivorship for the Proprietor who passed away first, then create the Survivorship for the Proprietor who passed away second, and so on.  Navigate to the Documents screen and then select Create Document > Survivorship. A warning message appears to alert you that you cannot create a Transfer in the same Workspace as the Survivorship. Click Proceed to continue. Check the Land Title. If there are multiple titles in the workspace, select the correct title. If there is a single title, the title will be automatically populated. Check the Deceased Proprietor Details: The correct party is registered as deceased. Their details of death are correct. To update their details of death, click Edit Details of Death. Under Applicant Details, check that the surviving Proprietor's details are correct and complete: Ensure only the surviving Proprietors are listed here. Save the document. Repeat Step 5 for all deceased Proprietors. View, sign and lodge the Survivorship: Note: The document status related to the Survivorship must be Prepared before you can sign the documents. On the Document screen, select the Cog > Edit against the Lodgement Instructions. If you have more than one Survivorship in the Workspace, ensure to check the order of lodgement. On the Document screen, select the Cog > View against the Survivorship(s) and review the details. On the Document screen, select the Cog > Sign against the Lodgement Instructions. Select the checkboxes for Lodgement Instructions and Survivorship(s) for all deceased Proprietors. Click Sign Documents. The documents will be verified with the Land Registry and once they are successfully verified and signed, you can go ahead and lodge the documents. Select Cog > Submit for Lodgement to lodge the documents with the Land Registry.  Related Topics Survivorships or Transmissions and a subsequent Transfer Transmission Application (SA) Survivorship—with Transmission   ... View more

PEXA is pleased to present a maintenance release of the PEXA System, Release 9.0.1, scheduled for business go live   3 December 2018 10 December 2018.   UPDATE: There is no expected outage during the rollout of this release.     Key Highlights Positive title activity check (TAC) changes in Victorian Workspaces (VIC) Notice of Acquisition (NoA) enhancements (VIC) Leases (NSW) (Updated 10 December 2018) Lodging a Survivorship or Transmission with a Transfer (SA & NSW) (Updated 11 December 2018) New landing page (Updated 13 November 2018) Enhancements to the Workspace (Updated 05 December 2018)     POSITIVE TITLE ACTIVITY CHECK (TAC) CHANGES IN VICTORIAN WORKSPACES (VIC) In Victoria, it is common for a Nomination and/or Withdrawal of Nomination to be lodged on settlement day or the day prior to settlement. As a result, the title activity check (TAC) on the day of settlement is returned as positive and all incoming parties (incoming proprietor, incoming caveator and incoming mortgagee) need to 'confirm settlement execution' before   settlement   can proceed. In many cases, the result is a delay to settlement. In R9.0.1, we have updated the TAC to ignore known activity for nominations and withdrawal of nominations lodged from within the current workspace. TAC will return as positive for activity that is: Lodged from the current Workspace, except for Nominations or Withdrawal of Nominations Lodged from another workspace in PEXA Not lodged through PEXA E.g.1. TAC on the day of settlement returns activity related to a caveat that has been lodged on   title. Result: PEXA will notify the participants in the Workspace and incoming subscribers will be required to ‘confirm settlement execution’. E.g.2. TAC on the day of settlement returns activity related to a nomination which was lodged from the current Workspace. Result: PEXA will not notify the participants in the Workspace and incoming subscribers will not be required to ‘confirm settlement execution’. (Referencing PEXA SETT-6030)   NOTICE OF ACQUISITION (NOA) ENHANCEMENTS (VIC) PEXA will be implementing an updated stylesheet for the Victorian Notice of Acquisition that will address some of the current deficiencies. The following items will be corrected as part of this change: All Titles for each Property will be displayed The Land Description for each Title will be displayed Transferor Representative will be displayed Overseas Addresses will display correctly (Referencing PEXA LS2-5802)   LEASES (NSW) PEXA now supports lodgement of Leases in New South Wales.  A Lease in PEXA enables the representatives of the Landlord (Lessor) and the Tenant (Lessee) to prepare, sign and lodge   a NSW   Lease over Whole or Part of the Land in a Title. A Lease may be lodged in the following scenarios: In combination with a Transfer of Land. In a series with other Leases (i.e. consecutive leases). A Lease document has a mandatory attachment type of Conditions and Provisions, which requires a subscriber to upload and attach one of the following file types to their Lease: Plan Minister’s Consent Caveator’s Consent  Note: Sub-Lease, Surrenders of Lease and Variations of Lease are not yet available in PEXA. This is to be confirmed with the Land Registry).   For more information, refer to the Community help article.    (Referencing PEXA LS2-3523)   LODGING A SURVIVORSHIP OR TRANSMISSION WITH A TRANSFER (SA & NSW) PEXA is implementing an update that allows Survivorships and Transmissions to be lodged together with a Transfer in the same PEXA Lodgement Case. This simplifies the process and the need to create these documents in separate Workspaces.   The following combinations are supported (including other variations of these combinations): Survivorship–Transfer–Mortgage (SA) Survivorship–Transmission–Transfer–Mortgage (SA) Transmission–Transfer–Mortgage (SA, NSW) Transmission Direct to Beneficiary–Transfer–Mortgage (NSW) (Referencing PEXA LS4-1397, LS4-1398)   NEW LANDING PAGE PEXA is excited to introduce a new, simplified landing page experience for members. The current landing experience directs you to the Dashboard, which displays a complex table of all active workspaces. While comprehensive, this can make it difficult for members to focus on high-priority Workspaces. The new landing page is designed to cut down the noise and help you see recent Workspaces at a glance. After you log into PEXA, you will see your six most recently-viewed Workspaces arranged as clickable cards. Other enhancements include: Workspace status is colour-coded to help with prioritisation Layout is mobile-friendly and fully responsive The entire Workspace 'card' is now a link that can be clicked or tapped   You will still be able to view Active workspaces and all of the other dashboards from the left navigation menu, where they are displayed in their original table format. Although the Dashboard will no longer act as the default landing page, it is still accessible via the left navigation menu.   (Referencing PEXA FS-4199) Enhancements to The Workspace PEXA has made further improvements to the Workspace.   Ordering of Tasks Tasks in the Oustanding Tasks panel on the Workspace Summary screen and in the Tasks screen are now sorted in the order in which they must be completed. Linked Lodgement panel A new panel for Linked Lodgements has been added to the new Workspace Summary. The Linked Lodgement panel displays a maximum of 10 Workspaces that are already linked. Status indicators for each linked Workspace are: Status Description The Workspace status is Ready, and The settlement date and time matches in all linked Workspaces. The Workspace status is In Preparation or Prepared, and The settlement date and time matches all linked Workspaces. The settlement date and time do not match for all linked Workspaces.   “Private” Settlement Notifications You’ll be able to tag a Settlement Notification as 'Private', which will prevent it from being displayed to all other Workspace participants.   (Referencing PEXA AXL-991, AXL-1069)   ... View more

PEXA is pleased to present the release of PEXA Projects (PoT and MoT) — Release 4.3.0, scheduled for business go live 26 October 2018.   New bulk Financial Upload We’ve made it easier for you to efficiently upload bulk financial data to PEXA. This is the first iteration of the Bulk Upload Financials tool that lets you import bulk Financial Settlement Schedule (FSS) data from an Excel file to PEXA via a wizard. You can now use a wizard to import the following data to your project’s Workspaces: Subscriber Reference Lot Number Financial Settlement Schedule (FSS) data Destination line item Source line item The data in the file will be mapped and once uploaded, will create or replace the financial line items in the PEXA Workspace. Note: The option to upload bulk financial data via PEXA Connected is still available, however, the link to PEXA Connected via PEXA Projects will no longer exist. Instead, this link directs you to the new Bulk Upload Financials tool. To use PEXA Connected, you will need to access it via the PEXA Core dashboard.   How do I access this new feature? You can access the Upload Bulk Financials tool via the updated side navigation menu under Manage Workspaces > Upload Bulk Financials.     Mapping data For destination financial line items, your file will need to include a Destinations tab and include specific columns (e.g. Subscriber Reference, Lot Number, Destination Category, Amount, Transaction Description). Similarly, for source financial line items, your file will need to include a Sources tab and include specific columns (e.g. Subscriber Reference, Lot Number, Source Category, Amount, Description, Source Account). These templates can be downloadable within PEXA Projects for your reference.   The Bulk Upload Financials wizard comprises three simple steps: Upload your file Map your data Confirm your FSS line items   1. Upload your file Select an Excel file that contains financial line item data and click Next to upload it into PEXA Projects.   2. Map your data After your file is uploaded, map your fields (right column) to PEXA line item fields (left column). Based on the data in your Excel file, you may map: Destination financial line items with locked accounts (if this option has been selected for your project), Destination financial line items with unlocked accounts, and/or Source financial line items.   Mapping of Destinations   Mapping of Sources   3. Confirm your FSS line items After mapping is complete, review and confirm your FSS line items. Any errors, such an incorrect format or incorrect account details, will be highlighted on the screen and must be rectified. When all errors are rectified, click Update Workspaces to confirm the upload. All Workspaces in the project and any financial line items marked for update are updated in one bulk action. Existing financial line items in the Workspaces are replaced with the new financial line items from the file. In addition to updating your Workspaces, you may also choose the following: Export - export financial line items to a spreadsheet for reconciliation purposes. Save draft - save as draft and upload this file at a later time. ... View more

PEXA is pleased to present a major release of the PEXA System, Release 9.0, scheduled for business go live 5 November 2018.   UPDATE: To prepare for this release, PEXA will be offline on Saturday 3 November between 9am - midnight.   Key Highlights Reduce automated reschedule time from 90 minutes to 30 minutes Ready to Sign – Manual Allocation of Workspace for signing Workspace Summary Revamp   Additional Enhancements National Reduce automated reschedule time from 90 minutes to 30 minutes Ready to Sign – Manual Allocation of Workspace for signing (Updated 25 October 2018) Workspace Summary Revamp (Updated 31 October 2018) Configure frequency of email alerts for automatically rescheduled Workspaces Removed Sequential Settlement and Sequential Lodgement features from PEXA WalkMe – New Walk-Thrus available Rebranding of PEXA core to PEXA Exchange (Added 2 November 2018) WA Positive title activity check changes in Western Australia (WA) SA Justify a mortgagor’s name using the National Mortgage (SA) Survivorship (SA) Interest Holders are now created as parties and displayed in PEXA (SA & QLD) QLD Interest Holders are now created as parties and displayed in PEXA (SA & QLD)     Reduce automated reschedule time from 90 minutes to 30 minutes Currently a Workspace that is Not Ready at the scheduled settlement time is automatically rescheduled by 90 minutes. In this release, we will reduce the rescheduled time to 30 minutes (i.e. next available settlement time) which means less waiting and a faster settlement turnaround. Furthermore, we will allow a Workspace to automatically reschedule up until 5:00 PM AEDT^ (previously 4:00 PM AEDT), which will give you more time to settle Workspaces that had not been able to settle earlier in the day. Any Workspaces that remain Not Ready at 5:00 PM AEDT will have its settlement date and time removed and a new date and time will need to be proposed. Title Activity Checks and Stamp Duty Verification (where applicable) will continue to run within the hour prior to the scheduled settlement time. Notes: The Manual Rebooking cut-off time will remain at 4:00 PM AEDT (i.e. settlements cannot be rebooked for the same day after this time). ^The Queensland reschedule cut-off time will remain at 4:00 PM AEDT due to Land Registry’s lodgement availability restrictions. (Referencing PEXA SETT-5580, SETT-2556)   Ready to Sign – Manual Allocation of Workspace for signing We’ve introduced a new opt-in functionality that allows Subscriber Managers to turn on Manually allocate Workspaces. To access this setting, go to Administrator Tools > Manage Subscriber Details > Ready to Sign – Allocation Preferences. By default, Automatically allocate Workspaces is selected.     When Manually allocate Workspaces is selected, users can add or remove pre-approved Workspaces to or from the Ready to Sign dashboard. This means you have more control over which Workspaces appear in the Ready to Sign dashboard and sign approved Workspaces with minimal on-screen clicks.   Scenario: With Manual allocation of Workspaces turned on in ABC Conveyancing, junior law clerks can manually add or remove pre-approved Workspaces to the Ready-to-Sign dashboard. Senior lawyers are then able to review the subset of Workspaces that are ready for signing and use the current efficient signing to sign Documents with minimal on-screen clicks.   Limitations to Manually Allocate Workspaces: Only Workspaces with signing tasks can be manually allocated to the Ready to Sign dashboard. If a Workspace that is manually allocated to the Ready to Sign dashboard includes a Nomination and Priority Notice, they will appear as an action item for all users. However, only participants who created the document have permission to sign. Users without signing rights are still able to select Workspaces for signing and will be directed to the signing screen. However, they won't have permission to sign the document. The Add to Ready slider is not supported in IE8. The Added By column can be filtered only by username. Additional improvements: In addition, we’ve made other improvements to efficient signing: Financial Line items will continue to display for Subscribers until all signing is complete. Destination line items that include a Payment Reference Number (PRN) are included on the signing screen from the Ready to Sign dashboard. Future addresses in a VIC Notice of Acquisition (NOA) are now displayed when signing from the Ready to Sign dashboard. Workspaces manually allocated to Ready to Sign are reflected when deep-linked from PEXA Projects (if Subscriber has opted in to this function). When the user deep-links from PEXA Projects, the number of line items displayed per page is set at 25. (Referencing PEXA FS-3270)   Workspace Summary Revamp Note: Initially this functionality will be piloted with 5% of our member base. After actioning any feedback we’ll progressively enable this screen for all members. To help you quickly assess the health of your Workspace and pinpoint outstanding items, the new Workspace Summary screen consolidates all the statuses and indicators you need to determine why your Workspace isn’t Ready/Ready. This will save you navigating through the Workspace in search of outstanding items. Additionally, each item that you need to action will be clickable and actionable, simplifying and streamlining your work. For example, if your document hasn’t been signed, you’ll be able to click on the Sign document link and be taken to the signing screen.     The new Workspace Summary will also be mobile responsive! So you’ll be able to easily check up on your settlements even when you’re not in the office.   (Referencing PEXA AXL-991)   Configure frequency of email alerts for automatically rescheduled Workspaces As part of the changes made to reduce the automated reschedule time to the 30 minutes, we will provide the ability to configure the frequency in which emails will be sent to alert you of such an event. Options include: Email me once about the first reschedule only. No further emails will be sent for the rest of the day (default) Email me at every reschedule Email me at 1-hour intervals Your Subscriber Manager will have the ability to configure this setting based on your organisation’s preferences under your Subscriber Details. (Referencing PEXA SETT-)   Removed Sequential Settlement and Sequential Lodgement features from PEXA Fromthis release, PEXA will no longer support Sequential Settlement and Sequential Lodgement and these functionalities will be removed from the application. (Referencing PEXA SETT-6037)   WalkMe – New Walk-Thrus available To help you complete your transactions in PEXA, we’ve added a number of new Walk-Thru’s designed to help you achieve specific tasks: Walk-Thru setting up my profile Walk-Thru why isn’t my Workspace ready Walk-Thru creating a Caveat Walk-Thru withdrawing a Caveat Walk-Thru a Nomination Walk-Thru a Survivorship Walk-Thru a Transmission Walk-Thru a Part Tenancy Transfer Be sure to try them out. We also have Walk-Thrus specifically designed for Subscriber Managers: Walk-Thru adding new users to PEXA Walk-Thru subscriber management (this includes trust account verification) Walk-Thru adding users to a trust account Walk-Thru Manage Workgroups   To access the Walk-Thrus, click the Help widget on the right-hand side of the screen and select the Walk-Thru you’d like to run. If you have any feedback on any of the current Walk-Thrus or if there’s something you’d love to see in action, please comment below and we’ll see what we can do! (Referencing PEXA WM-000)   Rebranding of PEXA Core to PEXA Exchange From this release, PEXA core is rebranded as PEXA Exchange. As part of the rebranding, we’re introducing the PEXA Exchange logo. This is to help differentiate between PEXA offerings as we launch more products and services to assist with your settlements. If you’re already using multiple platforms in the PEXA suite – such as PEXA Projects when acting as Mortgagee on Title for a development project – you can access these via the app menu (top right corner of your account), making switching between platforms quick and easy.   Positive title activity check changes in Western Australia (WA) We have updated the Title Activity Check (TAC) in Western Australia to ensure that a positive TAC is displayed only for new activities on the land title that has not been previously returned. This ensures that incoming parties are not having to repeatedly provide approval for activities that were previously approved. On the day of settlement, if a positive TAC is returned, the incoming parties will only need to ‘confirm settlement execution’ if a new title activity has been returned from the Land Registry for the first time. All subsequent TAC responses received for the same activity will be displayed as no activity against the Land Title. This change now aligns the behaviour of WA TACs to all other jurisdictions. (Referencing PEXA SETT-)   Justify a mortgagor’s name using the National Mortgage (SA) In mortgages where the Mortgagor's name differs from the name recorded on Title, you can now use a National Mortgage to justify the discrepancy (SA). Use the justification functionality on the Party screen to provide the current name and the reason for the name change. Under Has this Party previously held land in any Other name(s), select Yes.   Note: The following Justification Reasons are not valid for use with an SA National Mortgage: Approved Abbreviation Organisation Re-structure Legislative Change If any of these justification types are selected, the SA National Mortgage Lodgement Verification will be unsuccessful. (Referencing PEXA LS3-1123)   Survivorship (SA) PEXA now supports a standalone Survivorship Application in South Australia (also known as ‘Application to Register Death by Survivor). If a joint tenant on a property title passes away, then the surviving proprietor should 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. In South Australia, a Survivorship: Can be processed for Joint Tenant titles (currently limited for Tenant in Common Titles, where a deceased party holds as Tenant inter-se) One deceased party can be referenced per Survivorship If all Proprietors are deceased within a Joint Tenancy, the Personal Representative of the ‘last deceased’ must create a separate survivorship for each deceased Proprietor, followed by a Transmission Application for the ‘last deceased’ For information on how to do this, please refer to the help article Standalone Survivorship Application.   For Release 9.0 the following scenarios are supported: Standalone Survivorship Survivorship with Discharge Survivorship with Caveat Survivorship with Mortgage Survivorship, Transmission, Mortgage In December 2018 (Release 9.0.1), Survivorship with a Transfer document in the same Workspace will be supported. During the interim period, please complete a standalone survivorship Workspace in advance of a transfer Workspace. (Referencing PEXA LS4-228)   Interest Holders are now created as parties and displayed in PEXA (SA & QLD) In the jurisdictions of SA and QLD, PEXA now displays Other Interests on title under a new panel on the Land Titles screen. Previously, this information was not available in PEXA. Should the Interest be related to another Interest (e.g. a Sub-Lease of a Lease) then the association will be noted as follows:   In addition, Interest Holders are now created as Unrepresented Parties and appear on the Participants screen. Only Subscribers in the role of To deal with an Interest or Incoming Mortgagee can edit Interest Holder parties. All other roles can see the Interest Holders but won’t have permission to edit their details.   As of R9.0, only Victoria supports transactions with Interest Holders. For more information, refer to the Community posts: Victorian Mortgage over an Interest Victorian Transfer of an Interest (Referencing PEXA LS3-874, LS3-873)   ... View more

PEXA is pleased to present the release of PEXA Projects (PoT), scheduled for business go live 8  October 2018 .   New features Ability to manually add Workspace(s) to a Project within PEXA Projects (PoT) Increase character limit on Subscriber Reference New validations for Account Locking   Ability to manually add Workspaces to a Project within PEXA Projects (PoT) In addition to creating Workspaces via the bulk upload tool, we’ve developed a new option that lets you manually create Workspaces within a Project in PEXA Projects. Manual creation of Workspaces lets you manage additional Workspaces conveniently within PEXA Projects. You can easily add any number of Workspaces to any projects at any given time. Subscribers managing a project with a small number of lots can also add Workspaces without needing to do an initial file upload.   How do I access this new feature? We've redesigned and updated side navigation menu and the new feature can be accessed via this new menu under Manage Workspaces > Add Workspaces.   Alternatively, you can also add new Workspaces by clicking the Add Workspaces button located on the Workspaces panel on the dashboard.     Adding new Workspaces The new Add workspaces screen allows you to add Workspaces to a Project on either a parent title (if a plan of subdivision has not yet been registered) or a child title. You may add any number of Workspaces as required, there is no limit. Any Workspaces created within a Project will inherit the following data from the Project it was created in: Subscriber ID Role (PoT) Jurisdiction Workgroup Mortgagee on Title (MoT) Project ID In addition, information about the Incoming Proprietor participant and Incoming Proprietor parties is captured and populated into the Workspace. If the Workspace you created was Unsuccessful or Partially Successful, then a message appears on the screen prompting you to review the Workspace. Please correct any errors and resubmit the Workspaces for creation in PEXA core.       After the Workspaces are successfully created, the Proprietor on Title may send bulk invitations to the relevant Mortgagee on Title participants. Increase character limit on Subscriber Reference The subscriber reference field for Workspaces created via PEXA Projects has been extended to more than 30 characters. Note: PEXA Project dashboard will display the entire name at a max length of 200 characters.     New validations for Account Locking BSB Validation We have added some simple validation on the BSB field when entering account details. The validation checks whether the BSB entered is valid and if not, a warning message is displayed to users accordingly.   Account Name validation We have improved the validation to exclude special characters from being accepted in the Account Name field. This will minimise errors when the Account Name is referenced in the PEXA core Workspaces.   ... View more

This maintenance release of the PEXA system, Release 8.1.2, will focus on defects and therefore no notes will be published. Release 8.1.2 is  scheduled for business go live  8 October 2018   UPDATE: To prepare for this release, PEXA will be offline on Saturday 6 October 3pm – midnight. midnight Friday 5 October - 5:30 a.m. Saturday 6 October. ... View more