Community home
Menu
  • PEXA Certified Expand

    PEXA Certified

    This program will give you an introduction to PEXA, how it works and how it can help you transform your business processes.

    Discover More
    • Getting Business Ready
    • System Set Up
    • Transacting in PEXA
  • Help Centre Expand

    Help Centre

    Here you’ll find more than 230 help articles and videos to assist you.

    Discover More
    • Help Articles
    • Help Videos/PEXA TV
    • PEXA Interactive Demos
    • FAQs
    • Ask a Question
    • PEXA Certified
  • Ask a Question
  • Share your Experience
  • Raise an Idea
  • Blogs Expand

    Read the latest in our blogs.

    Keep up to date with the latest PEXA product releases, and read up on the property blog.

    Discover more
    • Community Blog
    • The Property Blog
    • Security Updates
    • PEXA Product Releases
    • Announcements | Outages etc
    • The Bank Blog
    • Workspaces
      Community
      Register
      Log in
    Apps menu
  • Register / Login

Community Home
since ‎21-02-2018
Friday
helenj
helenj
Occasional Contributor
Register / Login

About helenj

cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
PEXA Certified
Transacting in PEXA
System Set Up
Getting Business Ready
Bookworm
Conversation Starter
Round of Applause
Community Columbus
Ice Breaker
Community Explorer
Showing Appreciation
Thumbs up
Crowd Sourcer
Welcome to the PEXA Community
View All
Latest Contributions by helenj
  • Topics helenj has Participated In
  • Latest Contributions by helenj

CBA invites declined due to incorrect Participant ...

by helenj in Ask the PEXA Community
‎16-11-2020 11:22 AM
2 Likes
‎16-11-2020 11:22 AM
2 Likes
I invite CBA into a workspace and CBA declined due to incorrect Participant selected and the message you receive from CBA is " The reason provided for this is: Other This is a CONSENT Matter for PRODUCTIONS AND EXECUTIONS TEAM to complete via Retail Platform. " This reason really does not help with who to select as a Participant as the only options in PEXA are: CBA - Commonwealth Bank of Australia ABN48123123124 CBA Corporate Services (NSW) Pty Ltd ABN 25072765434 CBA Corporate Services (VIC) Pty Ltd ABN 16072103532 It is very frustrating - I had one matter declined 4 times with reasons that did not help with which option to select.   Does anyone else have this problem with CBA? Is there a guide on which option to select for CBA as Consentor (the Bank Transfer guides don't cover this issue) ... View more
Category:
  • Banks and Financial Institutions
  • Document Preparation

Mandatory field for property owners name in invite

by helenj in Ideas and Suggestions
‎24-01-2020 10:39 AM
2 Likes
‎24-01-2020 10:39 AM
2 Likes
I received many invites to workspace where the name of the property owner has not been included; therefore I spending a lot of time searching records to find who the invite refers to.  My suggestion is to make a field in the invite where the property owner is mandatory or auto populated in so it can not be deleted; especially for Caveats. This would save time. ... View more
Category:
  • All State
  • Banks and Financial Institutions
  • Document Preparation
  • Financial Settlement
  • Lodgement

Re: PEXA Release 10.1.1 | 09 September 2019

by helenj in PEXA Product Releases
‎09-09-2019 10:37 AM
1 like
‎09-09-2019 10:37 AM
1 like
Why no switch button for financial institutions? ... View more

Caveator on title not able to add a destination on...

by helenj in Ask the PEXA Community
‎20-08-2018 01:07 PM
3 Likes
‎20-08-2018 01:07 PM
3 Likes
I have been advised by PEXA that a Caveator on Title can not add destination funds for a settlement and I have several settlements where our security is a caveat and I will have many more in the future.   I would like to suggest that an update be made to include a Caveator on Title; as a Caveator can have a loan that will need to be paid out at settlement also.   For ease of process it would by much easier for a Caveator on Title to add their own destination account details & payout figure in the settlement page. ... View more

Re: Where do you find the new guided help widget

by helenj in Ask the PEXA Community
‎06-08-2018 02:36 PM
2 Likes
‎06-08-2018 02:36 PM
2 Likes
Thank you Emily; I will keep an eye out for it. ... View more

Where do you find the new guided help widget

by helenj in Ask the PEXA Community
‎06-08-2018 01:12 PM
1 like
‎06-08-2018 01:12 PM
1 like
Where do you find the new guided help widget? ... View more

Discharge of Mortgages and the ability to select t...

by helenj in Ideas and Suggestions
‎02-08-2018 09:42 AM
1 like
‎02-08-2018 09:42 AM
1 like
I have a matter where 2 mortgages (M1 & M2) are registered on 2 titles (CT1 & CT2) and I need to discharge M1 on CT1 only and discharge M2 on CT1 & CT2. These are NSW mortgages. When preparing the Discharge of Mortgages in PEXA is there a way to actual select the CTs you wish to discharge the mortgage as above in one workspace. ... View more
Category:
  • Document Preparation

Re: Transactions on Dashboard not moving to Comple...

by helenj in Ask the PEXA Community
‎30-07-2018 04:59 PM
‎30-07-2018 04:59 PM
I have the same issued with a matter that settled back in April 2018 and all the documents have been registered at the NSW LRS. ... View more

Re: Transactions on Dashboard not moving to Comple...

by helenj in Ask the PEXA Community
‎27-07-2018 01:07 PM
1 like
‎27-07-2018 01:07 PM
1 like
No, they are still there. ... View more

Transactions on Dashboard not moving to Completed ...

by helenj in Ask the PEXA Community
‎28-06-2018 10:30 AM
‎28-06-2018 10:30 AM
I have matters on our dashboard that have been registered/completed at the NSW LRS back as far as April; but they have not moved to the completed folder in the Workspaces. Does anyone else have this problem; is there a way of moving them? ... View more

Same company & ACN but one CT has LIMITED recorded...

by helenj in Ask the PEXA Community
‎26-04-2018 04:06 PM
1 like
‎26-04-2018 04:06 PM
1 like
I am trying to register a caveat in NSW over 2 CTs; it is for the same company & ACN but one CT has LIMITED recorded & the other CT has LTD recorded. PEXA is recognising this as two separate land proprietors and if I try the previous name section PEXA still sees the company as separate entities. The only way to register the caveat is to send a paper caveat to the LRS. Has anyone else had this problem and have a solution? ... View more
Latest Tags
No tags yet
Likes Given To
User Likes Count
tania1
tania1
1
Tracey83
Tracey83
1
Morri
Morri Community Superuser
1
Beck
Moderator Beck Moderator
1
EmilyBilling
EmilyBilling Product Owner
1
View All
Likes From
User Likes Count
tania1
tania1
1
DandyCandy
DandyCandy
1
JonTeh
JonTeh Star Employee
1
cstewart
cstewart Community Superuser
1
Beck
Moderator Beck Moderator
1
View All
PEXA

|

Facebook Twitter LinkedIn
  • Support
  • Privacy Policy
  • Terms of Service