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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. ... View more

PEXA is pleased to present the release of PEXA Projects (PoT), scheduled for business go live  9 August 2018 .   Key Highlights New Branding in PEXA Projects Single-Sign-On Financial Account Locking (PoT)   New Branding in PEXA Projects From today, PEXA Projects gets new look and feel. When you log on to PEXA Projects, you’ll see a new global navigation header with the new branding. The global navigation header includes newly branded clickable icons that redirect you to Single Sign-On links.   New global navigation header     Single Sign-On (SSO) We have also introduced the Single Sign-On (SSO) functionality, which greatly enhances the user experience. With Single-Sign-On, you can seamlessly navigate between PEXA Projects to other PEXA products (for example, a PEXA Workspace or the PEXA Community) without needing to enter your logon credentials again.  Single Sign-On links are accessible via the global navigation header. Click on an icon to redirect to the relevant page.     Financial Account Locking (PoT) Subscribers can now lock the financial account for disbursements within a project. This new control feature helps mitigate errors associated with managing financial accounts across a high number of Workspaces within a project. The new option to set the account lockdown flag is accessible when you create a new project, or via the new Financials link on the side menu. By setting this flag in PEXA Projects, no disbursement financial settlement line items may be created until at least one financial account has been created and approved within PEXA projects. When a financial account has been approved for a disbursement category (e.g. Vendor Funds), then any disbursement line items created using this category within a Workspace (for a project) will have financial account details auto-populated and non-editable.     Click Financials on the side menu to set the intent to restrict accounts. Any Subscriber user may set this flag.     A new Manage Financial Accounts screen lets you add financial accounts for a disbursement category. Only Subscribers with Financial Settlement Schedule signing permissions or Trust Account signing permission may create accounts.   Once an account has been added, you can Approve or Decline the request to restrict accounts. Only Subscriber users with Trust Account signing permission may approve accounts. Note: You may not approve an account that you have created.       ... View more

PEXA is pleased to present a maintenance release of the PEXA System, Release 8.1.1, scheduled for business go live  3 September 2018 .   UPDATE: There is no expected outage during the rollout of this release.     Key Highlights Auto-Lodgement of Nominations and Withdrawal of Nominations Corrections to transfer guidelines in PEXA Manager Ability to enter multiple Workspace IDs in a search Financial line items now display for Associated Subscribers Auto-Lodgement of Nominations and Withdrawal of Nominations To reduce Lodgement Verification errors in Victoria, we will be introducing automatic lodgement of Nomination and Withdrawal of Nomination documents. If you sign a Nomination or Withdrawal of Nomination, and its associated Lodgement Instructions, these documents will be automatically lodged with the Land Registry.   (Referencing PEXA AXL-999 AXL-1000)   Corrections to Transfer Guidelines in PEXA Manager From this release, PEXA Manager will correctly reflect the Transfer Guidelines for Loan Proceeds in the FSS to 5 days prior to settlement; and Invitation Acceptance to reply is within 2 days in the Reply Within column.   (Referencing PEXA FS-3523 FS-3522) Ability to enter multiple Workspace IDs in a search PEXA has added more efficiency to the Ready to Sign function by providing a Workspace ID search. The new Workspace ID filter enables you to enter up to 25 Workspaces, making it easier for you to narrow down and display only Workspaces that you want to sign. The Workspace IDs can be entered as the full Workspace ID or the last 5 digits of the Workspace ID, with each ID separated by a comma (For example: PEXA180111593, PEXA180111538, PEXA180111599, PEXA180111606, PEXA180111568,).   (Referencing PEXA FS-3578) Financial Line Items now display for Associated Subscriber In addition to the financial line items that are currently displayed on the signing page, any financial line items created with an Associated Subscriber are also displayed for the Associated Subscriber. Previously, the destination line items displayed only for the  subscriber who created the Associated Subscriber.   (Referencing PEXA FS-3524) ... View more

PEXA is pleased to present a minor release of the PEXA System, Release 8.1, scheduled for business go live   6 August 2018.   UPDATE:   There is no expected outage during the rollout of this release.    Key Highlights Enhanced Conversations tool (Updated 24 July 2018) Share feedback from within PEXA Locking Account Details for PEXA Projects (Updated 2 August 2018) PEXA Guided Help (Updated 6 August 2018)     ENHANCED CONVERSATION TOOL We’ve further enhanced the PEXA Conversations tool and made it easier for you to organise by introducing categories. Categories The pre-defined categories help provide more structure by allowing you to create, sort, and filter conversations into groups. It also lets you easily organise and track the conversations within the Workspace. You can also analyse the categories for process and training improvements. Category Sub-category Automatically selected participant in the role of 1. Additional information required to proceed Settlement Date/Time issues None Customer details required None Awaiting instructions from Lender None Other None 2. Documents Lodgement Instructions None Discharge PoT sending then default to MoT; and vice versa Mortgage IP sending then default to IM; and vice versa Transfer None Signing Issues None Stamp Duty None Nomination (VIC) None Consents (NSW) None Other None 3. Financial Settlement Payout Figure PoT sending then default to MoT; and vice versa Loans Proceeds IP sending then default to IM; and vice versa Funds Required to Settle issues None Surplus/Shortfall None Upload adjustments PoT sending then default to IP; and vice versa Signing issues None Other None 4. Consents Matter   MoT sending then default to IM, and vice versa 5. Other   None Others In addition, we’ve made a number of other improvements to the Conversations tool: Added more detail to the   Unread Conversation   screen so that you can easily filter on relevant columns and respond only to conversations relevant to you. Category Workgroup Last read timestamp Moved Unread Conversations so that it's now located under   Active Workspaces. This saves users from having to scroll down to the bottom of the screen. Added the Subscriber role next to the Subscriber name. Automatically add Workspace participants to the conversation based on the selected category (where possible). This ensures conversations are targeted to a select group of relevant participants, thus limiting the number of conversations being sent to all Workspace participants. Appended categories to email notifications. This lets you quickly identify the nature of the conversation from your email without having to go into the PEXA Workspace to check it.   (Referencing PEXA FS-2214)   SHARE FEEDBACK FROM WITHIN PEXA From this release, we’re introducing surveys into the PEXA platform. These short surveys will only take a minute to complete and give you the opportunity to share your experience of the PEXA Platform with us. The feedback we receive is used to gain a better understanding of how you use PEXA so we can continually improve. Feedback Survey You can provide us with feedback from anywhere in PEXA. Click on the   Feedback   tab on the right-hand side of the screen to launch the survey. Feel free to provide any and all PEXA feedback you may have.     Additional Survey You may be asked to participate in additional surveys, which are available by invitation only. Users invited to participate in the additional surveys will see a pop-up of the survey on their screen. These additional surveys aim to gain greater insight on your experience with a recent transaction, or with PEXA in general. Note: All user surveys are optional. If you don’t wish to participate, simply click   Close. Privacy: The responses we receive are treated confidentially. PEXA values your privacy and won’t share your data with other parties. For more information, see our   privacy policy.   (Referencing PEXA AXL-941)   LOCKING ACCOUNT DETAILS FOR PEXA PROJECTS PEXA Projects will now have an Account lock down flag*. When this flag is turned on in PEXA Projects, it locks a destination line item (such as account details or BPAY details) so that the line item cannot be edited in the PEXA Platform. This enhances security by ensuring only approved accounts can be used in the PEXA Platform. Line items that don’t have this flag turned on are still editable in the PEXA Platform. For accounts that have been locked in PEXA Projects, details will pre-populate in the PEXA Platform and you can select it as a destination line item. However, you won't be able to edit any of the details. * This functionality will be available in PEXA Projects for Proprietor on Title (PoT) from Thursday 9 August. *  This functionality will be available in PEXA Projects for Mortgagee on Title (MoT) from   Monday 3 September.   (Referencing PEXA AXL-937)   PEXA GUIDED HELP To assist you in completing tasks in PEXA, we’re excited to introduce guided help to the PEXA Platform. Powered by WalkMe, PEXA Guided Help provides on-demand assistance that walks you through how to complete certain tasks in PEXA. It promotes self-service by enabling you to turn on guided help when you need it and turn it off when you don’t. The integration of WalkMe with the PEXA Platform means guidance is delivered through one interface, so you don’t have to navigate away from the PEXA Platform to search for help. You won’t need to download or install additional add-ons because WalkMe is supported on all browsers. To turn on guided help, simply click on the guided help widget, then search for the content you’d like help on. PEXA Guided Help assists by providing: Tooltips   – Hover over a button to view contextual help. WalkThrus   – Receive step-by-step guidance on how to complete tasks in PEXA. Search help widget   – Search for help content via a slide out search widget. In Release 8.1, we will integrate WalkMe with the PEXA Platform and plan to incrementally incorporate guided help in coming releases.  *Note: This feature will be progressively available from mid-August 2018. Once available, members will see the Help widget in their Workspaces.     (Referencing PEXA AXL-982)   ... View more

Overview Jurisdiction: NSW Additional Resources: Help Card   If a Sole Proprietor, a Tenant in Common, or all parties in a Joint Tenancy on a title have passed away, then you can lodge a Transmission Application to appoint a legal representative to an estate. This allows an Executor, Executor by Representation, Administrator, or Trustee to obtain ownership of the title to deal with the Estate. Note: Currently, PEXA does not support lodging a Transmission Application and a Transfer in the same Workspace. Should a Transfer be required, you would need to lodge and register the Transmission Application first, and then lodge a Transfer in a separate Workspace. When lodging a Transmission Application (APR) in NSW, the following information is required: Details of Death Evidence Details Consent In NSW, you are not required to submit supporting documents when lodging Transmission Applications in PEXA, however, ensure that you are in possession of the correct documentation. Alternatively, if a beneficiary has been nominated, then the ownership of title can be directly transferred to the beneficiary by completing a Transmission Direct to Beneficiary.   Steps Create the Workspace in the role of an Incoming Proprietor — no financial settlement is required. Review the Land Title. Create the Legal Personal Representative: Navigate to the Participants screen and then click Create Party. For the Role, select Incoming Proprietor. For Party Capacity to be recorded on Title, select one of the following options: Administrator Executor Executor by Representation Trustee Complete the rest of the form as per normal. Register the Proprietor(s) on Title as deceased: On the Participant screen, select Action Cog > Edit Party next to the party to be registered as deceased. For Representation, select The Proprietor is Deceased. Add Details of Death: Click Add Details of Death. Enter the Date of death. Click Confirm. Complete the rest of the form as per normal then Save the changes. Complete the same steps as above for all proprietors who are deceased. Create a Transmission document: Navigate to Documents > Create Document > Transmission. By default, the Applicant Details is pre-populated with the party you created in step 3. For Tenancy, select the deceased tenant. Ensure that Details of Death has been added against the selected tenant. Add Evidence Details: Select the Evidence Type. Enter the reference number and date. Click Add Evidence to add additional evidence if required. Save the document. Edit the Notice of Sale: On the Documents screen, select Action Cog > Edit next to Notice of Sale. Complete the fields and then Save the changes. The document status for Notice of Sale should now be Prepared. Create a Consent: On the Documents screen, select Create Document > Consent. Complete the fields and then Save the changes. Note: If there is a mortgage registered on title, you will need to invite them into the Workspace as Consentor to complete the Consent document. This is completed via the Participants screen. Edit the Lodgement Instructions. On the Documents screen, select Action Cog > Edit against Lodgement Instructions. Complete the fields and then Save the changes. View, sign, and lodge the Transmission Application: Once the Transmission Application is prepared, select Action cog > View to view a render of this document. Click Back to go back to the Documents screen. Select Action cog > Sign to sign the Lodgement instructions, Transmission Application, and Consent (if applicable). Select Action cog > Submit for Lodgement.    Related Topics Transmission Direct to Beneficiary (NSW) Transmission Application (SA) Transmission Application (VIC)   ... View more

Overview Jurisdiction: NSW Additional Resources: Help Card   You can now lodge a Transmission Direct to Beneficiary in PEXA. A Transmission Direct to Beneficiary allows for a title to be directly transferred to a nominated beneficiary (without a legal representative first obtaining ownership of the title). In this instance, when a Sole Proprietor, a Tenant in Common, or all parties in a Joint Tenancy is deceased, and a beneficiary is nominated, you can lodge a Transmission Direct to Beneficiary to transfer ownership of the title from the deceased directly to the beneficiary. This is different from a Transmission Application (APR) where the title is first transmitted to a Legal Representative before being transferred to a beneficiary. The following information is required when lodging a Transmission Direct to Beneficiary: Grantee Details (Executor, Executor by Representation, Administrator, or Trustee) Details of Death Evidence Details Notice of Sale Stamp Duty Consent Written permission from the Grantee Financial Settlement Steps Create the Workspace with the following settings: Representative Role: Incoming Proprietor. Financial Settlement required?: Yes Will this transaction involve a Transfer?: Yes Complete the other fields as required. Review the Land Title. Create the Beneficiary Party: Navigate to the Participants screen and then click Create Party. For Party Capacity to be recorded on Title, select one of the following options: Beneficiary Devisee Next of Kin Complete the rest of the form as per normal. Register the Proprietor(s) on Title as deceased: On the Participant screen, select Action Cog > Edit Party next to the party to be registered as deceased. For Representation, select The Proprietor is Deceased. Add Details of Death: Click Add Details of Death. Enter the Date of death. Click Confirm. Complete the rest of the form as per normal and then Save the changes. Create a Transmission Direct to Beneficiary document: Navigate to Documents > Create Document > Transmission Direct to Beneficiary. By default, the Applicant Details are pre-populated with the party you created in step 3. For Tenancy, select the deceased tenant. Ensure that Details of Death has been added against the selected tenant. Under Applicants, select the beneficiary and the desired tenancy structure. Under Grantee Details, enter the name and party capacity. Confirm that "Written consent to this Application has been obtained from the executor of the will/administrator of the estate/trustee of the estate of the deceased registered proprietor" by selecting Yes. Add Evidence Details: Select the Evidence Type. Enter the reference number and date. Click Add Evidence to add additional evidence if required. Save the document. Edit the Notice of Sale: On the Documents screen, select Action Cog > Edit next to Notice of Sale. Complete the fields and then Save the changes. The document status for Notice of Sale should now be Prepared. Enter Stamp Duty information: On the Stamp Duty screen, click Enter Duty Information. Type in the OSR reference number and then Save the changes. The stamp duty is automatically verified, and the stamp duty verification result should return as Successful. Create a Consent: On the Documents screen, select Create Document > Consent. Complete the fields and then Save the changes. Note: If there is a mortgage registered on title, you will need to invite them into the Workspace as Consentor to complete the Consent document. This is completed via the Participants screen. Edit the Lodgement Instructions: On the Documents screen, select Action Cog > Edit next to Lodgement Instructions. Edit the fields and then Save the changes. Complete the Financial Settlement Schedule: Navigate to the Settlement screen. Click the Adjustments & Payments tab to add in your Destination and Source line items. For Source Funds, ensure you verify and authorise the funds. Sign the Financial Settlement Schedule and all Documents. Note: Your Settlement Schedule must be balanced and your Workspace in a status of Ready for settlement to commence. Related Topics Transmission Application (NSW) Transmission Application (SA) Transmission Application (VIC) ... View more

    PEXA is pleased to present the maintenance release of the PEXA System, Release 8.0.2, scheduled for business go live 9 July 2018.   UPDATE: Multi-Factor Authentication (9 July 2018) Lawyers and conveyancers will see a pop-up detailing plans around the implementation of multi-factor authentication when they log in to PEXA. More info can be found here. We will continue to update the post as roll out plans become clearer.   Key Highlights Further improvements to efficient signing (Updated 18 July 2018) New Document: Transmission Application (APR)—NSW (Updated 04 July 2018) New Document: Transmission Direct to Beneficiary—NSW (Updated 04 July 2018) PEXA Digital Certificate software upgrade (Updated 01 August 2018) New Help icon (Updated 12 July 2018—*Available early August 2018) Amendments to Standalone National Mortgage (Added 04 July 2018) New User Account Authentication Timestamps on the Financial Settlement Schedule   FURTHER IMPROVEMENTS TO EFFICIENT SIGNING The Ready to Sign screen currently filters on Workspaces that have either documents or the FSS that are ready for signing, and allows members to navigate from one Workspace signing screen to the next. Significant improvements have been made to the Ready to Sign screen so that the time taken for high volume transactors to sign multiple Workspaces is considerably reduced. Improvements include: Asynchronous signing, which will noticeably improve the time that it takes to navigate from one Workspaces signing screen to the next. Updated the signing dongle so that the PIN only needs to be entered once per signing session (for members using signing dongles). Your PIN will timeout after 2 minutes of inactivity and will require re-entry upon signing. *Important: This update is automatically enabled only to Subscribers who have upgraded to the new digital certificate software, which will progressively roll out from 30 July. Subscribers who haven't upgraded to the new digital certificate software won't receive this update. The ability to deep-link from PEXA Projects to the Ready to Sign screen. Added a Project Name column to the Ready to Sign screen so that members can quickly identify and filter on Workspaces that have been created via PEXA Projects. Added additional information on the certification signing screens so that members can quickly review the relevant Workspace details prior to signing without having to enter the Workspace. (Referencing PEXA FS-3229) NEW DOCUMENT: TRANSMISSION APPLICATION (APR) — NSW From this release, subscribers are now able to lodge a Transmission Application (APR) in NSW. If a Sole Proprietor, a Tenant in Common, or all parties in a Joint Tenancy on a title have passed away, then you can lodge a Transmission Application to appoint a legal representative to an estate. This allows an Executor, Executor by Representation, Administrator, or Trustee to obtain ownership of the title if a beneficiary hasn’t been nominated. Note: Currently, PEXA does not support lodging a Transmission Application and a Transfer in the same Workspace. Should a Transfer be required, you would need to lodge and register the Transmission Application first, and then lodge a Transfer in a separate Workspace. When lodging a Transmission Application (APR) in NSW, the following information is required: Details of Death Evidence Details Consent You are not required to attach supporting documents in PEXA for Transmission Applications in NSW. Alternatively, if a beneficiary has been nominated, the ownership of title can be directly transferred to the beneficiary by completing a Transmission Direct to Beneficiary.   (Referencing PEXA LS1-1765) NEW DOCUMENT: TRANSMISSION DIRECT TO BENEFICIARY — NSW New to PEXA is the ability to lodge a Transmission Direct to Beneficiary. A Transmission Direct to Beneficiary allows for a title to be directly transferred to a nominated beneficiary (without a legal representative first obtaining ownership of the title). In this instance, when a Sole Proprietor, a Tenant in Common, or all parties in a Joint Tenancy is deceased, and a beneficiary is nominated, you would lodge a Transmission Direct to Beneficiary to transfer ownership of the title from the deceased directly to the beneficiary. The following information is required when lodging a Transmission Direct to Beneficiary: Grantee Details (Executor, Executor by Representation, Administrator or Trustee) Details of Death Notice of Sale Stamp Duty Consent   (Referencing PEXA LS3-683) PEXA DIGITAL CERTIFICATE SOFTWARE UPGRADE From this release, PEXA will gradually roll out the mandatory upgrade of the new Digital Certificate software to all subscribers. This new certificate software replaces the previous version and aims to offer a more secure and robust digital signing experience, with performance improvements across all browsers. The software upgrade is mandatory for any subscribers who digitally sign in PEXA. Once available, we recommend that all users upgrade to this certificate as soon as possible so they can take advantage of the performance improvements. To prepare you for the rollout, here is information about how to upgrade to the Digital Certificate software.   *Note: This feature will be activated on 30 July 2018. (Referencing PEXA PX-131) NEW HELP ICON As part of a new look and feel for the PEXA top navigation bar, a new floating Help icon has been added to the Dashboard. The new Help icon replaces the previous icon, which was located on the navigation bar. The new icon provides in-context support by directing you to the relevant Help page when it is clicked. Note: This feature will be activated in early August. In the meantime, the existing Help and Community link offers the same functionality but with the classic look and feel.       (Referencing PEXA FS-3242) AMENDMENTS TO STANDALONE NATIONAL MORTGAGE Previously, you couldn’t lodge standalone National Mortgage that contained multiple tenants of the same name on a single title in PEXA. When doing so, parties who share the same names had their names merged as a single party. This issue has now been fixed. From this release, you can now lodge a standalone National Mortgage where multiple tenants of the same name are on a single title. PEXA now references each party as separate title holders, even if they have the same name.   EXAMPLE John Smith (holds 1/3 share of the title) and John Smith with Mary Smith (hold 2/3 share of the title) as Tenants in Common. PEXA now references each title holder correctly on the Participants screen.       (Referencing PEXA) NEW USER ACCOUNT AUTHENTICATION As of 27 June 2018, PEXA will run an internal authentication process for newly created user accounts. The process involves verifying the account creation and may take up to 2 business days to complete. During this time, if further verification is required, PEXA will contact the Subscriber. New users will not be able to log in to PEXA and will not appear as a user in the Workspace until the verification is complete. Once verification is complete, PEXA will contact the relevant parties to inform them of the account status. Security tip Verified users with signing rights will also need to install the digital certificate in order to sign documents and the Financial Settlement Schedule. Before giving the final sign-off, please carefully check that the details on the settlement statement are correct. Whilst PEXA makes it a priority to provide a safe and secure platform for you to process online settlement transactions, we encourage you to learn more about how you can protect your account.   TIMESTAMPS ON THE FINANCIAL SETTLEMENT SCHEDULE As of 27 June 2018, the Financial Settlement Summary has been enhanced to include information of when a destination line item was last modified. The Destinations or Adjustments and Payments tab have three new columns added: Bank Name – The financial institution where the account is held. Last Updated By – The name and username of the user who last modified the line item. Last Updated – The timestamp of when the line item was last modified. In addition, when giving the final sign-off for settlement, the Document Signing screen displays the transactions created by the subscriber, based on their current role. Note: Please carefully check all details are correct before signing the settlement statement.     ... View more

  PEXA is pleased to present the release of PEXA Projects (PoT & MoT), scheduled for business go live  7 June 2018 .   Ability to Archive Projects (PoT and MoT) A new feature has been developed to allow projects within PEXA Projects to be archived. Users now have the ability to mark a project on their dashboard as being Archived. When this is done, the project is moved into a separate list view and no longer appears on the main dashboard. You can unarchive a project at any point. This feature also allows Subscriber users to efficiently manage their active projects on the dashboard.   Proprietor on Title view A new item appears on the side navigation bar on the project dashboard that shows the count of Active and Archived projects.   A new Archive this Project / Unarchive this Project link appears on the side project navigation bar.     Mortgagee on Title view A new   Archive this Project  /  Unarchive this Project link appears on the side project navigation bar.   Note: Archiving a project will move the project into a separate view, and you can still work on the project, if required. ... View more

     PEXA is pleased to present the maintenance release of the PEXA System, Release 8.0.1, scheduled for business go live 11 June 2018.   UPDATE:    The release has been re-scheduled to 18 June  2018 There is no expected outage during the rollout of this release.     Key Highlights Single Sign-On (SSO)  Frequently Represented Parties – Individuals Organisation Trust Details in Frequently Represented Parties  (Updated 30 May 2018) File Description types are now categorized (Added 6 June 2018) Ability for Transferees to provide Trust Details (QLD) (Updated 1 June 2018) Transfer of Interest — Mortgage or Annuity Charge (VIC)  New document: Transfer by Third Party (Mortgagee) (VIC)   Single Sign-On (SSO) We are introducing the ability to seamlessly move between the PEXA platform and the e-Conveyancing Community using one set of PEXA credentials. This feature will be introduced as a beta. We will post more information on the community on June 16 on how to be involved. Single Sign-On (SSO) means you will no longer need another set of credentials to sign into the Community. While you’re in the PEXA platform, you can now easily open the Community where you’ll be able to keep up to date with new product releases and functionality, complete the PEXA Certified program, connect with and ask your peers any questions about PEXA and the wider e-conveyancing Community, and much more. If you’re interested in being involved in the beta, please comment below or email pexacommunity@pexa.com.au.   (Referencing PEXA FI-1199) Frequently Represented Parties – Individuals From release R8.0.1, lawyers and conveyancers will be able to create Individuals as Frequently Represented Parties. This will streamline the process of creating parties as well as auto-representation of on-title parties, which is particularly useful in large developments.     (Referencing PEXA AXL-928) Organisation Trust Details in Frequently Represented Parties The existing Frequently Represented Parties functionality for Organisations has been updated to cater for Trusts. In addition, the newly built Frequently Represented Parties for Individuals will also cater for Trusts. The Trust information saved against the Frequently Represented Party record will now pre-populate into the Workspace when creating parties and auto-representing on-title parties.     (Referencing PEXA AXL-924) File Description types are now categorised We’re making it easier for you to distinguish between general file types and attachment types when uploading files to the Workspace. The items in the File Description is now grouped into categories of General Files and Land Registry Attachment Files. This makes it easier for you to find the right file when uploading a file. The two category types: General Files— used for files that are shared amongst participants, or for files that are kept as records in your Workspace. Land Registry Attachment Files— used for attaching additional files to a Workspace Document that support your PEXA Lodgement.   In addition, we’ve also added a new menu item–Others–to the File Description drop-down menu. This option allows you to enter a custom file description for an uploaded file. The description you enter is visible to other members in the Workspace.   (Referencing PEXA DH-479) Ability for Transferees to provide Trust Details (QLD) The QLD Transfer has been updated to capture Trust Details of a Transferee proprietor group that is to hold the Title in a capacity of Trustee. On the Tenancy Details screen, a new option Are any proprietor groups in this document acting as Trustee? is available.    Changing the default from NO to YES, indicates that at least one Transferee is to hold the Title in the capacity of Trustee. Note: You will be required to continue with the practice of supplying the Trust Name in the Form 24A.  Note: If you use PEXA to complete this type of transfer in QLD, you will not be required to register the Deed of Trust with the Land Registry. The incoming Mortgagee may view the form 20, which is appended to the transfer, if they wish to view the trust details.    Learn more   (Referencing PEXA ME-2281) Transfer of Interest – Mortgage or Annuity Charge (VIC) PEXA has added more support around Transfers in Victoria. Transfer of Interest can now be assigned to an Interest Type of Mortgage or Annuity Charge. A Transfer of Interest allows an Interest such as a Mortgage or Annuity to be transferred from one Interest Holder to another. A new role is added to let VIC Subscribers deal with Annuity Charge.  When creating a new VIC Workspace in PEXA, select To deal with an interest under Representative Role. Multiple interests can be transferred in one Transfer transaction. Note: A Transfer of Interest (where the interest type is a Mortgage or Annuity Charge) does not require a supporting Notice of Acquisition nor Duty Assessment. Learn more   (Referencing PEXA LS2-1818) New document: Transfer by Third Party (Mortgagee) (VIC) New to this release is the ability for VIC subscribers to lodge a Transfer by Third Party transaction in PEXA. A Transfer by Third Party (also known as Transfer by Mortgagee) document lets a Mortgagee of a Mortgage or an Interest Holder of an Annuity Charge become the Transferor in a Transfer. When creating a new VIC Workspace in PEXA, a new role – To deal with an interest – is available under Representative Role.  This role allows VIC subscribers to deal with Annuity Charge interests. Note: A Transfer by Third Party requires a supporting Notice of Acquisition and Duty Assessment. Learn more   (Referencing PEXA LS2-1817) ... View more

Scams Awareness Week   runs this week from 21 – 25 May 2018 and the Australian Government is urging Australians to be on the lookout for threat-based impersonation scams by taking a moment to ask ‘is this for real?’ We thought you might be interested in the following article   Australians Lost $340 million to scammers in 2017.  We also found a helpful resource on LPLC's website about   cyber fraud.  There's also a downloadable poster which we've attached to this post (link below). It covers 'Five steps to protect yourself'. It would be worthwhile printing for your offices as a reminder.  And check out our blog on Online Security for tips to keep you and your customers safe.  ... View more

In Release 8.0 (21st May), we are  enhancing the existing  Real Estate Agent notification  functionality to give  Incoming Proprietor reps  and  Proprietor on Title reps  more control over the notification that is sent upon successful settlement of a workspace. The newly relabelled Settlement Notification functionality will allow both Incoming Proprietor reps and Proprietor on Title reps to : Create multiple settlement notification emails Add multiple email addresses per settlement notification Customise the content of the settlement notification email This better aligns with current practices followed in NSW and Queensland, but also provides enhanced functionality for remaining states. This functionality's main purpose is to notify real estate agents of successful settlement. But it's flexible enough to be used for other purposes, such as notifying a broker, body corp or even client.       Demonstration Video ... View more

Overview Jurisdiction: VIC   The ability to create a Restrictive Covenant from within PEXA is now available for Victorian Transfers. Note: From 1 July 2018, new requirements for creating restrictive covenants in Victorian transfers will take effect. More information here.   Steps Open or create a   Transfer   document.  On the   Transfer   screen, in the   Restrictive Covenant Details   section, select the following fields: Is this Transfer creating a Restrictive Covenant? — Select   Yes. Benefited Land — Enter either the   Land Title reference,   MCP Reference, or both. Covenant details contained in —E nter the   MCP Reference, and optionally the   Covenant expiry date. Save   the document.    Related Topics Transfer Help Centre Articles   ... View more

Overview Jurisdiction: NSW Additional Resources: Help Card   PEXA now supports the ability to process a Part Tenancy Transfer for properties with Tenant in Common ownership where only the transacting Proprietor on Title and Incoming Proprietor participate in the Workspace. The Member representing the Proprietor on Title only needs to represent their client who is transacting.   Steps Create a   Workspace with  the role of Incoming Proprietor. Review the Land Title. Create Parties   in   the Workspace. At this stage, make sure there is a non-transacting Proprietor on Title who is not represented. Create a   Transfer: Under Tenancy Details, select Yes to Is this a Transfer of a Part Tenancy?. Under Transferor, select the transacting Transferor from the Please select the Transferor that is Transferring their share: drop-down box, and then click Add Transferor. The party and their share will now appear in the Transferors panel. Under Transferee, select the Transferee(s) using the drop-down in the Transferee panel. A list of available Incoming Proprietors is displayed. If required, add an additional Tenant in Common using the button, or setup a Joint Tenant via the action cog.  Save the document.  Continue with lodging the Transfer and completing the Financial Settlement.   Related Topics Transfer Help Center Articles     ... View more

Overview Jurisdiction: SA Additional Resources: Help Card   If a Sole Proprietor on a property title has passed away, then a Transmission application should be made to appoint a representative to an estate.   In SA, you are required to provide supporting evidence of the death such as Registrars Certificate, or Letter of Administration. Use the following steps to complete a Transmission in South Australia in PEXA. NOTE: Currently, PEXA does not support lodging a Transmission Application and a Transfer in the same Workspace. Should a Transfer be required, you would need to lodge and register the Transmission Application first, and then lodge a Transfer in a separate Workspace.   Video   Steps Create a   Workspace with the role of Incoming Proprietor. Review the Land Title. Create the Administrator or Executor as an Incoming Proprietor: Navigate to   Participants screen and then click Create Party. Select Incoming Proprietor  as the role. Select Administrator or Executor as the Party Capacity to be recorded on Title for the Legal Personal Representative. Complete the rest of the form as per your normal process. Register the Proprietor on Title as deceased: Navigate to   Participants  screen. For the deceased party, select Action cog > Edit Party. For Representation, select The Proprietor is deceased. Add Details of Death:  Click   Add Details of Death. Enter the   Date of death. Click   Confirm. Save the changes. Create a   Transmission   document: Navigate to   Documents > Create Document > Transmission. Add Evidence Details: Click Evidence Details. Click Save. Save   the changes. Upload supporting documents as evidence of death : Navigate to   Files > Upload File . Browse to locate the file. Select the correct File Description. Select Share with All Workspace Participants. Select the files and then click Upload. Continue to upload files as necessary. Typically, documents required could include Letters of Administration or Registrar's Certificate. Attach uploaded files to the Transmission: On the Files screen, select Action Cog > Attach for the file you want to attach. Select Transmission. Click Attach. Lodge the Transmission application: Once the Transmission Application is prepared, select Action cog > View to view a render of this document. Go Back to the Documents screen, and then sign and lodge the Transmission. Related Topics Transmission Application (NSW) Transmission Application (VIC) Transfers Overview   ... View more

Overview Jurisdiction: VIC Additional Resources: Help Card   A   Transfer by Third Party   (also known as a   Transfer by Mortgagee) is a   Transfer document type where the   Registered Proprietor is not a party to the Transfer. Currently, this document type is limited to parties exercising their power of sale under the interest types of   Mortgage or Annuity Charge. Note: If you are acting for the Incoming Proprietor, then follow the steps in the Transfer Help Card for Representing the Incoming Proprietor. To process a   Transfer by Third Party, you are required to complete the following: Notice of Acquisition Stamp Duty verification Financial settlement Note: A new role of   To deal with an Interest   has been created to allow subscribers to participate in PEXA where they are representing a party that is an interest of an Annuity Charge.   Steps Create a   Workspace with a financial settlement with  the role of either: Mortgagee on Title—when the power of sale interest is a Mortgage, or To deal with an Interest — when the power of sale interest is an Annuity Charge. Review the Land Title. Invite and represent   Parties  to   the Workspace. Create a   Transfer by Third Party   document: Navigate to   Documents > Create Document > Transfer by Third Party. Complete the following fields on the   Transfer by Third Party   screen:  Title Check that the Title is correct. Under what interest is the Third Party exercising their power of sale? Select the Mortgage or Annuity Charge in which the Interest Holder is exercising power of sale. Tenancy Details Select the   Tenancy Type   and   Party. The Incoming Proprietor party(s) are populated as the   Transferee.   Gross Consideration Type Select a   Consideration type and fill in the subsequent fields. Complete all other fields as required. Save   the document. If you hold a duplicate certificate of title, prepare the Nomination now, otherwise you can skip this step: On the   Document   screen select Create Document>Nomination Complete the details and select Save.  View, Sign and Submit   in the usual manner.  Note:   If the title is an eCT and you are named as the CT Controller, no Nomination is required. Note: If a third party (e.g. a bank) holds the duplicate Certificate of Title or is named as the CT Controller of an eCT, you will need to invite them into the Workspace to prepare the Nomination. Sign the documents. Complete and sign the Financial Settlement Schedule.    Related Topics Transfer of Interest—Mortgage or Annuity Charge (VIC) Create a Nomination - (VIC) Transfer Help Centre Articles   ... View more

Overview Jurisdiction: VIC Additional Resources: Help Card   A Transfer of Interest allows an Interest such as a Mortgage or Annuity Charge to be transferred from one interest holder to another. The   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—to exercise their right as the current Interest Holder, to transfer their Interest to another party. Note: In PEXA, the   Mortgagee on Title   needs to be invited into the Workspace to create and sign the   Transfer of Interest   document. To process a   Transfer of Interest (of Mortgage   or   Annuity Charge), you are   not required   to complete a Notice of Acquisition, Duty assessment, Stamp Duty verification, or SRO Compliance Data information.   Steps Create a   Workspace with  the following settings: Jurisdiction: VIC Representative Role: To deal with and Interest Will this transaction involve a Transfer?: Yes Complete the other fields as required. Review the Land Title. Invite and represent the client as an Interest Holder into the Workspace. 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 interests of the same interest type can be transferred in the same Transfer. 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. If you hold a duplicate certificate of title, prepare the Nomination now, otherwise, skip this step: On the   Document   screen, select Create Document > Nomination Complete the details and select Save.  View, Sign and Submit   in the usual manner.  Note:   If the title is an eCT and you are named as the CT Controller, no Nomination is required. Note: If a third party (e.g. a bank) holds the duplicate Certificate of Title or is named as the CT Controller of an eCT, you will need to invite them into the Workspace to prepare the Nomination. Sign and lodge 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 and the responsible subscriber will need to submit the documents for lodgement.    Related Topics Transfer by Third Party (VIC) Transfer Help Centre Articles   ... View more

Overview Jurisdiction: QLD   Trustees can now be transferees in a QLD transfer. Transferees who will be holding the Title in a capacity of Trustee can now provide Trust Details when processing a Transfer.   Steps Create a Workspace. Depending on your role in the Transfer, you may create it as either: Proprietor on Title, Incoming Proprietor, or Incoming Mortgagee. Review the Land Title. Add and represent Parties in the Workspace. Create a Transfer document: Create the transfer as you normally would, in addition, record Details of the Trust. Navigate to   Documents > Create Document. Complete the following fields on the Transfer screen: Are any proprietor groups in this document acting as Trustee? Select   Yes. Yes indicates that at least one Transferee is to hold the Title in the capacity as Trustee. Proprietor Group Select the proprietor group that is to hold the Title in the capacity as Trustee. Trustee Details Enter the Trust Details, which include: Trust Name Authority for the Trust   (which can be either a Trust Document or Schedule of Trusts) Trust Creation Date Beneficiaries   (or charitable purpose for a charitable trust)   Save the document. Enter the name of the trust in   Form 24A. On the Documents screen, select Action cog > Edit next to Form 24 Part A. Review the Property Details and Transferee Details. Enter the Name of trust. Note: If there are multiple trusts, please separate them by commas. Trust names cannot be identical. Enter the Date of possession. Save the changes. Continue with your usual PEXA transfer and financial settlement preparation.   Related Topics Form 24A Transfer Help Centre Articles   ... View more

Overview Jurisdiction: SA   PEXA now supports a transfer in SA where a Transferee is a Trustee. This includes the ability to record a group of Trustees with a tenancy type of Joint Tenants With No Survivorship if required.   Steps Create a Workspace. Add and represent Parties in the Workspace. Create a Transfer where a Transferee is a Trustee: Navigate to the Documents > Create Document screen. Create a Transfer as you normally would, but in addition, where you have multiple Transferees that have a Joint Tenancy with no right to survivorship: Tenancy Type Select Joint Tenants. Are any proprietor groups in this document “Joint Tenants With No Survivorship”? Select Yes to indicate that at least one Joint Tenant Proprietor Group is to hold the land as Trustee of Trust. Proprietor Groups Select the proprietor group that is to hold the Title in the capacity as Trustee. Minimum number of trustees that must be on title Enter the minimum number of trustees that can be recorded on title for the group. There must be a minimum of 2, as 2 is the minimum number of people required in a joint tenancy. By default, it is pre-populated with the number of parties in the Joint Tenancy Group. Consideration Detail (optional) If a Transferee is a Trustee, add descriptive text here , such as the name of the Trust on the transfer. Save the document. Continue with your usual PEXA transfer and financial settlement preparation.   Where a Title that is included in a Workspace that has Proprietors recorded as Joint Tenants With No Survivorship, this will be displayed against the Proprietors on the Land Titles screen. Navigate to the Land Titles screen to view the Proprietors’ tenancy type.    Related Topics Transfer Help Centre Articles   ... View more

This article presumes a general understanding of PEXA Workspaces, roles, and how to navigate in PEXA. If you do not have this background knowledge, we recommend you step through the PEXA Certified content available in the Community Transacting in PEXA This article will give you a general overview of how to complete a transfer when there are two or more proprietors on title and one proprietor is being taken off the title and at least one remaining on title. A common example of this, is the family law scenario, where both husband and wife are proprietors of a property and one party is transferring their interest to the other pursuant to a property settlement. Please note, you should contact your Land Registry and Office of State Revenue for questions around specific scenarios. Scenario 1: Margaret and Maxwell Black are Joint Tenants of 271 Ocean View Lane, Byron Bay/Port Douglas/Broome/Brighton. A condition of their family law property settlement is that Maxwell transfers his interest in the property to Margaret. Margaret and Maxwell have authorised you to represent both of them in this transaction. Steps: Create the Workspace in the role of Proprietor on Title and include a settlement date and time. IMPORTANT: Even in scenarios where there is no monetary consideration, there still needs to be a financial settlement in PEXA for a related party transfer to account for Lodgement Fees, PEXA Fees, Duty and any other items, like your professional fees. Check the Land Titles screen to ensure you have entered in the correct land title reference. On the Participants screen confirm you represent both Margaret and Maxwell. Select the Action Cog next to each party, select Edit Party and complete the details. If you are not representing both parties, invite the other Representative into the Workspace by clicking on the Invite Participant button. Sending or Accepting Invitations. If there is a mortgage registered on title, you may need to invite the Mortgagee on Title into the Workspace. Follow the same steps as above. If Margaret is signing a new mortgage, you will need to invite the Incoming Mortgagee (Bank who is providing the funds) into the Workspace as the Incoming Mortgagee. Follow the same steps as above. If you are representing Margaret (the Proprietor remaining on title), you will need to create her in an additional role of Incoming Proprietor. To do this go to Workspace Settings >Edit Role Settings and add in the role of Incoming Proprietor. For more information on acting in multiple roles, see the following Community articles: Instructions on representing multiple roles in PEXA Video on how to represent multiple roles in PEXA Once you have added in the role of Incoming Proprietor, go to the Participants screen, select Create Party and add in the details of the party remaining on title. You can now complete the steps as the Incoming Proprietor. Navigate to the Documents screen and create the Transfer Document. Check the following: Consideration Type: Ensure you select the correct Consideration Type (monetary or non-monetary. Transaction Information – confirm the parties are related or associated at the date of the Transfer and then enter in the Market Value (mandatory) and Valuer Details as applicable. Complete the remaining details and select Save. Edit and complete any supporting Documents (NSW & QLD only). Complete your stamp duty assessment and enter the relevant details into your PEXA Workspace. Stamp Duty in PEXA NOTE: Stamp/Transfer duty must be eligible for self-assessment in the online duties system in order for the transfer to settle electronically. Check with your State Revenue Office for eligibility criteria. NOTE: In NSW, if the title is unencumbered, you may need to create the CoRD Holder Consent via the Documents screen. If there is a Mortgagee on Title, they will complete this step. How to create the CoRD Consent. NOTE: In WA, if the title is unencumbered and your hold a paper title, edit the lodgement instructions and complete the Duplicate Holding Details.Duplicate Holding Details WA Once your documents have gone through Lodgement Verification the PEXA Fees, (one for each role) and Land Registry Lodgement Fees will populate as Destination line items in the Financial Settlement Schedule. Complete the Financial Settlement Schedule Preparing the Financial Settlement Schedule and sign off on all documents in the usual manner Signing in PEXA. NOTE: If you are representing the party who is remaining on title, you will need to change roles and sign Documents and the Financial Settlement Schedule as both the Incoming Proprietor and Proprietor on Title individually. Refer to the link above on Acting in Multiple Roles. Please note, you should contact your Land Registry and Office of State Revenue for questions around specific scenarios. This may vary from jurisdiction to jurisdiction. ... View more

This article presumes a general understanding of PEXA Workspaces, roles, and how to navigate in PEXA. If you do not have this background knowledge, we recommend you step through the PEXA Certified content available in the Community Transacting in PEXA. This article will give you a general overview of how to complete a part-tenancy transfer in VIC. A part-tenancy transfer occurs when there are two or more proprietors on title and one proprietor is being taken off the title and at least one remaining on title. A common example of this, is the family law scenario, where both husband and wife are proprietors of a property and one party is transferring their interest to the other, pursuant to a property settlement. Please note, you should contact your Land Registry and Office of State Revenue for questions around specific scenarios. Scenario 1: Margaret and Maxwell Black are Joint Tenants of 271 Ocean View Lane, Lorne. A condition of their family law property settlement is that Maxwell transfers his interest in the property to Margaret. Margaret and Maxwell have authorised you to represent both of them in this transaction. Steps:   Create the Workspace in the role of Proprietor on Title and include a settlement date and time. IMPORTANT NOTE: Even in scenarios where there is no monetary consideration, there still needs to be a financial settlement in PEXA for a related party transfer to account for Lodgement Fees, PEXA Fees, Duty and any other items, like your professional fees. Check the Land Titles screen to ensure you have entered in the correct land title reference. On the Participants screen confirm you represent both Margaret and Maxwell. Select the Action Cog next to each party, select Edit Party and complete the details. If you are not representing both parties, invite the other Representative into the Workspace as the Proprietor on Title by clicking on the Invite Participant button. Sending or Accepting Invitations. If there is a mortgage registered on title, you may need to invite the Mortgagee on Title into the Workspace. Follow the same steps as above. If Margaret is signing a new mortgage, you will need to invite the Incoming Mortgagee (Bank who is providing the funds) into the Workspace as the Incoming Mortgagee. Follow the steps as above. On the Documents screen create the Transfer document. Select Create Document > Transfer. When you get to the Tenancy Details, select which party is remaining on title as the sole Proprietor. Check the following: Consideration Type: Select monetary or non-monetary as applicable to your matter.  Transaction Information – confirm the parties are related or associated at the date of the Transfer and then enter in the Market Value (mandatory) and Valuer details. Complete the remaining details and select Save. On the Documents screen, edit the Notice of Acquisition by using the action cog and selecting Edit. Complete the outstanding details. If you represent the party remaining on title, complete your Stamp Duty Assessment. NOTE: if the title is unencumbered, you may need to create a Nomination Document if you are in control of the duplicate Certificate of Title. To do this, navigate to the Documents screen and select Create Document > Nomination.Create a Nomination VIC . If there is a Mortgagee on Title, they will complete this step. If you are the Responsible Subscriber (also known as the Lodging Party), edit the Lodgement Instructions and complete any outstanding details. Select Save. Once your documents have gone through Lodgement Verification the PEXA Fee, Land Registry Lodgement Fee and Stamp Duty (if any) will populate as Destination line items in the Financial Settlement Schedule. NOTE: you will only be charged one PEXA Fee if you are representing both parties in the Workspace. Complete the Financial Settlement Schedule Preparing the Financial Settlement Schedule , sign off on all documents and the Financial Settlement Schedule in the usual manner Signing in PEXA. NOTE: If you are representing an additional party who is being added as a new Proprietor, you will need to create them in an additional role of Incoming Proprietor. To do this go to Workspace Settings >Edit Role Settings and add in the role of Incoming Proprietor. For more information on acting in multiple roles, see the following Community articles: Instructions on representing multiple roles in PEXA Video on how to represent multiple roles in PEXA Please note, you should contact your Land Registry and Office of State Revenue for questions around specific scenarios.   ... View more

You can justify reserved names by setting up auto justification. If you’re a Financial Institution (FI) or Principal non-FI, and you have a wide spread of names and abbreviations on title, you can set up automatic justifications (by jurisdiction) against your reserved names. This pre-populates the party record with the justification based on the name on title, saving you the time and effort of entering this data manually. To set up an automatic justification: As PEXA Manager, go to Administration Tools > Subscriber Details > Reserved Names. On the Maintain Reserved Names screen, select Manage Auto-justifications. Select the jurisdictions that you want automatically justified and complete the justification. Click Confirm when complete. The justification that you set up against your reserved names will apply when you create, join, or add a role to a Workspace (and RIS has occurred). You can see it applied on the Participants screen. ... View more

  PEXA is pleased to present the next release of the PEXA System, Release 8.0, scheduled for business go live 21 May 2018.   To prepare for these upgrades, the PEXA platform will be offline: UPDATE: 1pm - midnight on Saturday 19 May 2018 (AEST)   Key Highlights Settlement notification (order on the agent)  (Updated 10 May 2018) Document error guidance Displaying additional details on the transfer screen Additional Enhancements National Settlement notification (order on the agent)  (Updated 10 May 2018) Document guidance errors Ability to pay Stewart Title premiums as part of the property settlement Improved the visibility of GST payments made to the ATO  (Updated 10 May 2018) Added Help text to Workspace Checklist Tracking of checkbox selections in the Workspace Checklist Additional information added to the Settlement by settlement date report Additional information added to the Document Summary for a Transfer Automatic justifications of reserved names Downloadable Statement of Adjustments – Role based visibility of destination line items  (Added10 May 2018) NSW Justify the Mortgagor's name using the National Mortgage Ability to deal with manual or complex RO assessments New document: Part Tenancy Transfer (Unrepresented Party) (Updated 8 June 2018) QLD Files can now be attached to a National Mortgage Ability for Transferees to provide Trust Details   (Updated 10 May 2018) SA Transfer where Transferee is a Trustee (SA)  (Updated 10 May 2018) Transmissions (SA) VIC Transfer of Interest — Mortgage or Annuity Charge (Updated 1 May 2018) New document: Transfer by Third Party (Mortgagee)   (Updated 10 May 2018) Transact on Proprietors with Party Capacity of Minor Title Create a restrictive covenant in a Transfer     Settlement notificatioN (ORDER ON THE AGENT) We are enhancing the existing Real Estate Agent notification functionality to give Incoming Proprietor reps and Proprietor on Title reps more control over the notification. From this release, the newly renamed Settlement Notification functionality allows you to: Define multiple notifications to be sent upon successful settlement of your Workspace Specify multiple recipients per notification Select from several predefined notification templates Fully customise the notification text The header and footer information is sourced from the Workspace and your subscriber profile. However, you can change any and all of this information directly in the text area as you see fit. Upon successful settlement of your Workspace, PEXA will send the notification emails you have defined. You will be cc’d in the emails to assist you with filing. Learn more (Referencing PEXA AXL-421) Document error guidance For select document errors, PEXA will provide guidance to assist you in resolving the error and progressing your transaction.   We’ve also suppressed warning messages that didn’t require any action from you: Suppress "Duty Assessment ID" warning in Victoria You will no longer encounter the warning “Instrument 1 (TRANSFER) does not have an accompanying Duty Assessment ID” after signing your transfer document. This warning did not require any action from you, so we’ve hidden it. Suppress "Signing Incomplete" warning in NSW You will no longer encounter the warnings “Signing incomplete” prior to signing your documents. We already have tasks to prompt you to sign your documents. Also, these warnings were being shown even before you had a chance to sign your documents, so we’ve hidden them.   (Referencing PEXA AXL-770, AXL-880, AXL-873) Ability to pay Stewart Title premiums as part of the property settlement PEXA has made it easier for Incoming Proprietors to pay Stewart Title premiums as part of the property settlement. A new category of Stewart Title has been added to the Destination Financial Line Item. When selected, the following account details are pre-populated: Account Name: Stewart Title BSB Account number This saves time from manual data entry and reduces the potential of entering the wrong account details. (Referencing PEXA SETT-4103) Improved the visibility of GST payments made to the ATO A new FSS category of ATO GST Withholding has been added to the Destination Financial Line Item. This category is available to Incoming Proprietor and Proprietors on Title. This improves the visibility of Destination payments to the ATO so that you are clear on when GST payments are made to the ATO. When this Financial Line Item is created, an associated subscriber will be required to ensure that both the Incoming Proprietor and Proprietor on Title sign off on against the amount and payment reference number.   (Referencing PEXA SETT-4068) Added Help text to Workspace checklist To assist Practitioners in understanding tasks within the Workspace and reduce Conversations related to Checklist items, dynamic Help text has been added to the Workspace Checklist. The Help text guides users on when and who should select the checkboxes. To view the Help text, click the Information icon. (Referencing PEXA FS-305) Tracking of checkbox selections in the Workspace Checklist The Workspace History screen has been updated so that it records when a checkbox on the Workspace Checklist item has been selected or deselected. This helps keep track of checkbox activities such as who selected which item and when. (Referencing PEXA FS-448) Additional information added to the Settlement by settlement date report To assist with the allocation and management of Workspace, the Settlement by Settlement date report has been updated to include the following information: Transaction type Category Jurisdiction This information lets you easily distinguish Workspaces, so you can allocate them to the correct teams. (Referencing PEXA FS-1204) Additional information added to the Document Summary for a Transfer To assist Incoming Mortgagees in preparing their mortgage document, additional Transfer information is displayed on the Document Summary view.  The additional information includes: Tenancy Type Consideration Type Consideration Amount (only available if it's monetary)   (Referencing PEXA FS-2542) Automatic justifications of reserved names It's now easy for you to justify reserved names by setting up auto justification. If you’re a Financial Institution (FI) or Principal non-FI, and you have a wide spread of names and abbreviations on title, you can set up automatic justifications (by jurisdiction) against your reserved names. This pre-populates the party record with the justification based on the name on title, saving you the time and effort of entering this data manually. This removes manual steps in PEXA and several clicks on a Workspace for many subscribers. Learn more   (Referencing PEXA FS-2610) Downloadable Statement of Adjustments – Role based visibility of destination line items When generating the Statement of Adjustments PDF in the role of Proprietor on Title, the purchaser’s destination line items will not be displayed. This will reduce the current confusion experienced by vendors when they see purchaser’s line items on their statements. The purchaser’s destination line items will still be displayed when generating the statement in the role of Incoming Proprietor. We’ve also fixed the following defects within the downloadable statement: Banks’ destination line items not appearing Purchase Price amount not always appearing Deposit Paid amount not always appearing   (Referencing PEXA AXL-902) Transfer where Transferee is a Trustee (SA)  PEXA now supports a transfer in SA where a Transferee is a Trustee. This includes the ability to record a group of Trustees with a tenancy type of Joint Tenants With No Survivorship, if required. In Transfers where the Transferee is a Trustee, a new Consideration Detail field on the Transfer screen is available. Use this field to record details related to the Trust, such as the name of the Trust on the transfer. Another new option lets you specify whether there are proprietor groups in the document who are tenants "with no survivorship". By selecting Yes, it indicates that the Proprietor Group holds the land as Trustee of a Trust. Specifying the Minimum Trustee Threshold is optional and refers to the minimum number of Proprietors that can be recorded on Title for that group. If there is a minimum number of trustees required on the Title, enter it here. Learn more (Referencing PEXA LS2-1816) Transmission (SA) PEXA now supports the electronic lodgement of a Transmission Application in South Australia. In this release, the Incoming Proprietor is required to enter the Details of Death, Evidence Details, and attach supporting evidence. Learn more   The Joint Tenants with no Survivorship information displays on the Land Titles screen:   (Referencing PEXA LS1-1763) Files can now be attached to a National Mortgage (QLD) In QLD, additional Terms and Conditions can now be uploaded to PEXA and attached to a QLD Mortgage. Note: This feature is already available for Mortgages in NSW and SA. (Referencing PEXA LS1-789) Ability for Transferees to provide Trust Details (QLD) The QLD Transfer has been updated to capture Trust Details of a Transferee proprietor group that is to hold the Title in a capacity of Trustee. On the Tenancy Details screen, a new option Are any proprietor groups in this document acting as Trustee? is available.  Changing the default from NO to YES, indicates that at least one Transferee is to hold the Title in the capacity of Trustee.   Learn more * Note : This feature will be activated in Release 8.0.1 (9 June 2018).   (Referencing PEXA ME-2281) Justify a Mortgagors name using the National Mortgage (NSW) 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 (NSW). 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. Learn more   Justification Details are presented in the National Mortgage.   Note: A Notice of Sale is required to be completed by the Incoming Mortgagee and will need to be lodged in support with the National Mortgage.   (Referencing PEXA LS2-1815) Ability to deal with manual or complex RO Assessments (NSW) The NSW Office of State Revenue have enhanced their system to allow complex duty assessments to be transacted in PEXA. (Referencing PEXA ME-2279) New document: Part Tenancy Transfer (Unrepresented Party) (NSW) PEXA now supports the ability to process a Part Tenancy Transfer for properties with Tenant in Common ownership where only the transacting Proprietor and the Incoming Proprietor participate in the Workspace. A new Tenancy Details section on the Transfer screen lets you specify whether the transfer is of Part Tenancy. By default, this is set to No. Learn more     Note: The Member representing the Proprietor on Title only needs to represent their client who is transacting.   (Referencing PEXA SL3-438) Transfer of Interest – Mortgage or Annuity Charge (VIC) PEXA has added more support around Transfers in Victoria. Transfer of Interest can now be assigned to an Interest Type of Mortgage or Annuity Charge. A Transfer of Interest allows an Interest such as a Mortgage or Annuity to be transferred from one Interest Holder to another. A new role is added to let VIC Subscribers deal with Annuity Charge.  When creating a new VIC Workspace in PEXA, select To deal with an interest under Representative Role. Multiple interests can be transferred in one Transfer transaction. Note: A Transfer of Interest (where the interest type is a Mortgage or Annuity Charge) does not require a supporting Notice of Acquisition nor Duty Assessment. Learn more * Note: This feature will be activated in Release 8.0.1 (9 June 2018).   (Referencing PEXA LS2-1818) New document: Transfer by Third Party (Mortgagee) (VIC) New to this release is the ability for VIC subscribers to lodge a Transfer by Third Party transaction in PEXA. A Transfer by Third Party (also known as Transfer by Mortgagee) document lets a Mortgagee of a Mortgage or an Interest Holder of an Annuity Charge become the Transferor in a Transfer. When creating a new VIC Workspace in PEXA, a new role – To deal with an interest – is available under Representative Role.  This role allows VIC subscribers to deal with Annuity Charge interests. Note: A Transfer by Third Party requires a supporting Notice of Acquisition and Duty Assessment. Learn more * Note : This feature will be activated in Release 8.0.1 (9 June 2018).     (Referencing PEXA LS2-1817) Transact on Proprietors with Party Capacity of Minor Title (VIC) Minors (those under the age of 18) in Victoria who hold Titles as Proprietors can now be transacted up on PEXA. A new option – Minor – has been added on the Party screen under Party Capacity to be recorded on Title.     The Participant List screen also displays the Party Capacity:   (Referencing PEXA ME-2280) Create a restrictive covenant in a Transfer (VIC) The ability to create a Restrictive Covenant from within PEXA is now available for Victorian Transfers. A new Restrictive Covenant Details section has been added to the existing Transfer. By default, the Transfer does not create a Restrictive Covenant. If you wish to create a Restrictive Covenant from the Transfer, select the Yes radio button and then complete the Benefited Land and Covenants details contained in sections. Learn more (Referencing PEXA LS3-502) ... View more

To assist you in completing a standalone transfer with financial settlement in PEXA as a Proprietor on Title, we’ve provided the following guidelines and instructions. Watch the  tutorial or follow our step-by-step guide to complete a transfer. Transfer guidelines The following resources help you complete a transfer in PEXA: Transfer Guidelines: Refer to the guidelines for standards and recommendations on completing a transfer. Flowcharts & Help Cards: Download a VIC printable Transfers flowchart or Help Card at the bottom of this article. Checklist: Ensure your relevant accounts with PEXA are verified and set up correctly: Verify you accounts Trust account FAQs PEXA Source Account FAQ PEXA Source Account Information   Tutorial Click Proprietor on Title on the video, or click here to launch the tutorial in a new screen.   Step-by-step guide for Proprietors on Title Before you start a transfer, ensure you having the following client information on hand: Date of birth Current and future addresses Payment details for outgoing Prerequisite Register for a PEXA account. Log in to your PEXA account. Step 1: Join a Workspace To join a new Workspace, you can either Create a New Workspace, or Accept a Workspace Invitation. Create a New Workspace Click Create New Workspace. Complete the required fields as follows: Jurisdiction: VIC. Representative Role: Proprietor on Title. Land title reference: Enter the land title reference number. Subscriber workspace reference: This is your unique identifier for the Workspace, e.g. matter number. Financial settlement required?: Yes Workgroup: Assign Workspace to a Workgroup. Save the changes to create a Workspace. Accept a Workspace Invitation If you have received a Workspace invitation, you can accept the invitation to join the Workspace. Click Invitations from the top Navigation menu to open all invitations received from the Incoming Proprietor. Click View to open and review the selected invitation sent from the Incoming Proprietor. Select Accept. Type in your Subscriber Workspace reference (your unique identifier for the Workspace, e.g. matter number). Select a Workgroup that you wish to assign the Workspace to. Save the changes to accept the invitation. Step 2: Review Land Titles After the Land Title is successfully validated, the Land Registry returns the land title details (including proprietors on title, any existing caveat or mortgage details). Review this data to ensure the property you are transacting on is correct. Navigate to the Land Titles screen. Review the land title details returned from the Land Registry. Step 3: Confirm representation of parties Ensure you have the following client information on hand when creating a party: date of birth, current and future addresses, payment details for outgoings. Navigate to the Participants screen. Locate the Proprietors on Title parties. Select Action cog > Edit Party to display the Party screen. Select I represent this party the changes. Enter the client details, including date of birth and address details. Save the changes to confirm your representation and ensure party details are correct. Note: Addresses are required for your Workspace to progress to Settlement. You may either add it now or later, but it must be included. Step 4: Invite Participants If you have joined the Workspace via an invitation, you can skip this step. On the Participants screen, click Invite Participant. Invite the incoming proprietor as Incoming Proprietor. Step 5: Monitor completion of tasks Monitor the Incoming Proprietor's completion of tasks Check that the Incoming Proprietor has completed the following tasks: Accepted your invitation Created a party Created a transfer Edited the Notice of Acquisition Verified the Stamp Duty Note: If you are representing the Purchaser, refer to  Completing a Transfer Representing the Purchaser .  If the title is unencumbered and issued to paper, then create Nomination document Navigate to the   Documents   screen. Ensure the transfer and associated documents have been created. Select Create Document > Nomination. Complete the nomination details. Save the changes. Note: Where a Nomination is required, it should be created after the transfer has been created. The Nomination document must be lodged before settlement and lodgement of the other transfer documents.   For more information on when you are required to lodge a Nomination read this article Step 6: Confirm document details Navigate to the   Documents   screen. Review the Transfer document: Select   Action cog > View to view the document. Select   Action cog > Edit to make changes to the document.  Review the Notice of Acquisition document: Select   Action cog > View to view the document. Select   Action cog > Edit to make changes to the document. Note: Ensure all addresses are completed in each of the documents. Step 7: Sign all documents On the Document screen, for Lodgement Instructions, select Action cog > Sign. The Document Signing screen appears. Check that the correct documents are created. Select the Sign all check box. Click Sign Documents to sign the selected documents. Step 8: Receive funds: Enter the Financial Settlement details In this step, you complete the source and destinations funds, payment and adjustments details. Navigate to the Settlement screen. Select the Destinations/Adjustments and Payments tab. Click Add Destination. Add Destination fund line items for the transaction (e.g.: vendor's funds, conveyancing fees). Save the changes. Note: You may find some BPAY details for councils/water authorities are available on the certificates. If they are not available, the Vendor’s representative may wish to ask their client for the latest copy of the rates notice/bill to get access to these details. Step 9: Sign Financial Settlement Schedule On the Settlement screen, select Action cog > Sign > Sign Settlement Schedule. Note: You can sign the Settlement Schedule as soon as all of your details are complete (i.e. you do not have to wait until the other side has completed their steps). Step 10: Monitor Workspace Review your Workspace and monitor any changes to the Workspace right up to settlement via the Workspace Summary screen. You also receive email notifications informing you of changes to the Workspace. Note: The Workspace must be in Ready Ready status for settlement to be successful.  If a Workspace is not at Ready Ready at the scheduled settlement date and time, settlement will automatically push back by 90 minutes.   Successful Settlement Check that: All documents are signed and lodgement verification is successful. Financial Settlement is correct and balanced.   Related information How Stamp Duty works with PEXA 1 March mandate FAQs | VIC Survivorship Applications Transmission Application Part Tenancy Transfers Acting for Multiple Parties in a Workspace   ... View more