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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   Incoming Proprietor. with the following settings: Financial Settlement = No 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. 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 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. Next steps: If you need to lodge a Transfer, ensure the documents are   Lodged   and   Registered   prior to creating a Transfer Workspace.     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.       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.   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 Proprietor on Title with the following settings: Financial settlement required? = Yes Will this transaction involve a Transfer? = Yes Review the Land Title. Represent the parties in the Workspace: Select Cog > Edit next to the party you represent. Select I represent this party and complete the remaining details for the party. Click Save. Continue to edit other parties that you represent. If there is an Incoming Participant, then do one of the following: If you don't represent the Incoming Proprietor, then click Invite Participant. If you represent the Incoming Proprietor, then navigate to Workspace Settings and add the role of Incoming Proprietor: Select Role Settings > Edit. Select the Incoming Proprietor  and then click Add Role. Click Save. Navigate to the Participants screen and select Create Party to represent the Incoming Proprietor. Create a Transfer: Navigate to the Documents screen and create a Transfer document. Under Tenancy Details, select Yes to Is this a Transfer of a Part Tenancy?. Select the transferor that is transferring their share and select Add Tenant in Common. Under Transferee, select the Transferee(s). Complete the remaining mandatory fields. Save the document. Edit the Notice of Sale: Complete the details and then click Save. Create the Consent. If you hold the paper certificate of title, you will need to complte Consent using the normal Consent process. Notes: If you hold a paper certificate of title, you will need to complete Consent using the normal Consent process. If there is a mortgage registered on title, you will need to invite the Consentor to complete the Consent. This is completed via the Participants screen. View the documents: Click View for each document. Notes: Select View if no changes are required. Select Edit to update any of the details in the document. Sign the documents: Select Cog > Sign associated with the Transfer document. Notes: Ensure to sign the Transfer, Notice of Sale, and Lodgement Instructions. If you are representing the Proprietor on Title and Incoming Proprietor, you will need to sign the Transfer in both roles. Complete the Financial Settlement: Navigate to the Settlement screen. Add Destination and Source line items, as applicable. Select Sign > Financial Settlement Schedule. For Source Funds: Select Cog > Verify Funds. Select Cog > Authorise to authorise the Trust Account payment. Note: If you are representing both the Proprietor on Title and Incoming Proprietor, you will need to sign the Financial Settlement Schedule in both roles.   Related Topics Transfer Help Center Articles Part Tenancy Transfer (VIC)     ... 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.   Note: If all Joint Tenants have passed away, please complete a Survivorship—with Transmission (SA) instead.   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.     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 Survivorship—Standalone (SA) Survivorship—with Transmission (SA)   ... View more