About Saysa

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 8 February 2019) Additional financial checks on the Document Signing screen Release of the first residual document (VIC) (Added 8 February 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. Note: For financial institutions, their activation process will revert back to the original one where new users are activated upon saving (Create User > Save). 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. (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.         (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 ▷ ▷ ▷ ▷ ▷    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 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 We're currently working on delivering an interactive guided help for you, so watch this space for a Lease (NSW) Walk Thru.   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). 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. 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

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.   A Transmission can be lodged: As a standalone application Together in the same Workspace as a Transfer   When lodging a Transmission Application 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.   Interactive Demo Click the link to launch an interactive demonstration on how to complete a standalone Transmission Application in NSW - Launch Interactive Demo   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. 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 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. 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. 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. 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 documents: 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 if applicable, Consent and Transfer. 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 Executor first obtaining ownership of the title). In this instance, when a Sole Proprietor, a Tenant in Common, or all parties in a Joint Tenancy are 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 where the title is first transmitted to a Legal Representative Executor 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?: For a standalone application, select No For an application lodged with a Transfer in the same Workspace, select 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