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since ‎22-07-2016
‎21-09-2019
GB1
GB1
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About GB1

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Latest Contributions by GB1
  • Topics GB1 has Participated In
  • Latest Contributions by GB1

Re: Request for ideas - "on the go" PEXA access

by GB1 in Ask the PEXA Community
‎11-10-2017 04:09 PM
2 Likes
‎11-10-2017 04:09 PM
2 Likes
Microsoft remote desktop connection for ipad and iphone - or Jump Desktop App  I have used both Apps to access my desktop to access icons on desktop   Trust this assists - type into App remote desktop connect, different apps will appear Kind Regards Garth brown   ... View more

Re: Bank Holidays - can PEXA record these on their...

by GB1 in Ask the PEXA Community
‎02-08-2017 01:03 PM
2 Likes
‎02-08-2017 01:03 PM
2 Likes
Thank you Emily for the clear explanation and great to see PEXA have this under control! ... View more

Bank Holidays - can PEXA record these on their boo...

by GB1 in Ask the PEXA Community
‎01-08-2017 04:26 PM
‎01-08-2017 04:26 PM
I have booked in a Settlement for the 7th August 2017 and a week out, the Banks Solicitors advise it is a Bank Holiday and you cannot book a Settlement for this date even though i booked this over a month ago. Could the PEXA Settlement Calendar update every Bank Holiday or Public Holiday each year to the Calendar to prevent this from happening again? KR Garth Brown  ... View more

Re: Can Pexa arrange the Settle ME App - to be dow...

by GB1 in Ask the PEXA Community
‎08-02-2017 04:52 PM
1 like
‎08-02-2017 04:52 PM
1 like
Hi Brett- the other suggestion is to access PEXA platform from a mobile device via a Download from google play or App store to complete a PEXA transaction as a second back up to the software integration. Particularly for Practitioners or assists where an emergency comes up or remotely somewhere!  ... View more

Can Pexa arrange the Settle ME App - to be downloa...

by GB1 in Ask the PEXA Community
‎08-02-2017 01:59 PM
‎08-02-2017 01:59 PM
Suggest for Pexa to have the Settle ME App available for free download for clients from App store or google play! rather than a web link more professional!  ... View more
Category:
  • SettleMe

Email and SMS settlement advice from PEXA to Agent...

by GB1 in Ideas and Suggestions
‎01-02-2017 02:36 PM
2 Likes
‎01-02-2017 02:36 PM
2 Likes
Really the Vendor and Purchaser should be able to insert the agents email address and Mobile number into PEXA, after Settlement PEXA notifies via SMS or Email the Agent involved with the Sale and releases keys. At the moment i believe it is only the Vendor can do this. suggestion for PEXA to consider. ... View more

Suffix - Mr, Mrs & MS - creates issue with transfe...

by GB1 in Ideas and Suggestions
‎01-02-2017 02:32 PM
‎01-02-2017 02:32 PM
I love PEXA, But it is a pain when I input data for a participant and name them Mr or Mrs or Ms as there is a Suffix box, complete all the data input, then find a issue with the transfer because it does not like the Mr, Mrs or Ms. Just creates more work or have the Transfer to accept the suffix of Mr, Mrs & Ms.  ... View more
Category:
  • Document Preparation

The Success Secrets to a Successful Law Firm - rec...

by GB1 in Share your Experiences
‎08-12-2016 09:17 AM
‎08-12-2016 09:17 AM
Click on this link below!   https://attendee.gotowebinar.com/recording/700050636136343041   ... View more

Re: Can the Pexa System after input of Title refer...

by GB1 in Ideas and Suggestions
‎23-11-2016 02:38 PM
‎23-11-2016 02:38 PM
I suppose eventually - your legal practice management system when it intergrates with PEXA would transfer these street details over to the PEXA platform along with the Title references. ... View more

Re: Can the Pexa System after input of Title refer...

by GB1 in Ideas and Suggestions
‎23-11-2016 02:36 PM
‎23-11-2016 02:36 PM
no, the title references are more than 3 years old, Great if you could follow up or if i could assist with NSW LPI. ... View more

Re: Can the Pexa System after input of Title refer...

by GB1 in Ideas and Suggestions
‎23-11-2016 02:25 PM
‎23-11-2016 02:25 PM
Hi Brett - appreciate the reply -   I typed in two title references recently (one today), but no street addresses popped up in the nsw system, i had to type them in.   ... View more

Re: Why is the Client Authorization form not avail...

by GB1 in Ask the PEXA Community
‎23-11-2016 01:05 PM
2 Likes
‎23-11-2016 01:05 PM
2 Likes
Thank you Emily for your answer, and understand the different jurisdictions etc that cover this area. But from the angle of seamless online, one spot entry - this would be the way forward to streamline the PEXA system I not insistent but something PEXA would find as constructive feedback to alter in the future??. or even involve as part of the PEXA Dashboard down the track.  ... View more

Why is the Client Authorization form not available...

by GB1 in Ask the PEXA Community
‎23-11-2016 11:51 AM
‎23-11-2016 11:51 AM
... View more
Category:
  • Document Preparation

Can the Pexa System after input of Title reference...

by GB1 in Ideas and Suggestions
‎23-11-2016 11:49 AM
‎23-11-2016 11:49 AM
This is a pain, if the Title reference in PEXA can pre populate the address for the Practitioner to check, it is a hassle to go through and input this info for the Street address. ... View more
Category:
  • Document Preparation

Re: Settle Me APP - notification for both Vendor a...

by GB1 in Ideas and Suggestions
‎10-08-2016 01:43 PM
2 Likes
‎10-08-2016 01:43 PM
2 Likes
Hi Krystle, some suggestions for PEXA:   SMS notification Invite received from a party - to log in and start the process SMS Transfer & Enos ready to sign for setlement SMS BANK now ready to Settle  SMS to prepare Settlement Table  SMS to confirm Settlement closure   Kind Regards Garth Brown ... View more

Settle Me APP - notification for both Vendor and P...

by GB1 in Ideas and Suggestions
‎01-08-2016 10:09 AM
4 Likes
‎01-08-2016 10:09 AM
4 Likes
Dear PEXA,   Great idea with the Settle Me App - i wanted to suggest to allow the Vendor and Purchaser Practitioners to be enabled to be notified via the App as well! assume this function is not available at the moment.   Kind Regards Garth    ... View more

Re: Notifying Strata Manager of changes on Strata ...

by GB1 in Ideas and Suggestions
‎28-07-2016 12:58 PM
1 like
‎28-07-2016 12:58 PM
1 like
Dear Thaqalian: Yes you are quite correct about the Strata Legislation - about changing names on Strata Rolls only through the use of the S118. I have encountered this idea before.   My idea or suggestion is to be a two pronged attack and facilitate better communication with Strata Companies and the address where to send the NEW Levy Notice after Settlement - which seems to be a thorn in the flesh from time to time.   Yes Legislation is correct, but through use of additional communication, if a dispute were to arise - equity would surely come to the rescue where express, implied and Constructive notice was issued and Strata Company should have woken up and took notice rather than brush it away based on Legislation - which i feel will eventually change as this is based on an archaic paper system.   Do not get me wrong - i do value your comment and only want what is best for the Purchaser in this Strata Situation. ... View more

"Step by Step Guide to operating a Successful Conv...

by GB1 in Share your Experiences
‎27-07-2016 05:05 PM
1 like
‎27-07-2016 05:05 PM
1 like
In support of PEXA - i wanted to let the Pexa Community know of my recently released Ebook that assists Practitioners to market acrosss different channnels, Communicate to Clients and to Operate better.  Also tips of how to maximise Profit and Business Legal Practice Managament I enclose a link for a closer look - http://www.conveyancers.net.au/ebooks_stepbystep.htm   ... View more

Notifying Strata Manager of changes on Strata Roll...

by GB1 in Ideas and Suggestions
‎27-07-2016 02:47 PM
‎27-07-2016 02:47 PM
I wanted to suggest as more and more Conveyancing Settlements for Apartments and Townhouses occur, PEXA have an email alert to Send to Strata Managers before Settlement (alerting a change of ownership is to occur - 7 days out from settlement) and then at Settlement - confirm Settlement has been completed and advise the Strata of the new owners email and contact no's and where the new Levy notice  to be forwarded to, after Settlement! ... View more
Category:
  • Lodgement

Re: PEXA Updates to come via SMS rather than email...

by GB1 in Ideas and Suggestions
‎27-07-2016 02:41 PM
‎27-07-2016 02:41 PM
Hi Brett - are you on linkedin, if so would like to connect! linkedin profile is under "Garth Brown" Conveyancer Sydney!   SMS messages for PEXA Transfers: initially PEXA parties when creating workspace receive an invite SMS to workspace with email, icon to accept the invitiation.   SMS updates notifying all parties - information is being updated and moving toward settlement. SMS what are the next steps left SMS notiying when transfer and other documents are ready to settle SMS to complete settlement table PEXA Settle me App for all parties involved - not just Purchaser or Vendor. ... View more

Verification of identity! - box to tick for each i...

by GB1 in Ideas and Suggestions
‎26-07-2016 04:37 PM
2 Likes
‎26-07-2016 04:37 PM
2 Likes
I think a box to tick by Practitoner to confirm identity requirements have been completed at the beginning of each individual work space matter has been completed.    I do know about the participation rules for PEXA, but its like an arranged marriage you know about it, but not much about the detail!   This would alert the practitoner to the seriousness of the responsilibity to ensure VOI has been completed. ... View more
Category:
  • Financial Settlement
  • Lodgement

PEXA Updates to come via SMS rather than email!

by GB1 in Ideas and Suggestions
‎26-07-2016 02:10 PM
2 Likes
‎26-07-2016 02:10 PM
2 Likes
I have so much emails coming into my inbox and feel PEXA experience would be better to SMS updates like "Pexa Settle ME App" to Conveyancers/ Lawyers & Banks! People act quickier when they receive an SMS rather than email! ... View more
Category:
  • Financial Settlement
  • Lodgement

Signing and unsigning of documents in PEXA - unsi...

by GB1 in Ideas and Suggestions
‎25-07-2016 09:49 AM
2 Likes
‎25-07-2016 09:49 AM
2 Likes
I have completed 3 PEXA Settlements: i love it, but did find that when i signed a document a transfer, NOS, i would come back into the workspace the next day and find a message to sign the documents again. I believe PEXA unsigned the Documents because the other party had not done there part just yet? i am assuming this was the reason. Does PEXA still do this and i am on the right conclusion? maybe PEXA could adjust this procedure in the future if still an issue! ... View more
Category:
  • Digital Signing
  • Lodgement

Brief & simple Training Video for the Line Items i...

by GB1 in Ideas and Suggestions
‎22-07-2016 03:44 PM
4 Likes
‎22-07-2016 03:44 PM
4 Likes
Love Pexa - but would like to have a brief Video outlining how the Purchaser and Vendor insert there respective line items, which is different from the Paper based system for Settlement. ... View more
Category:
  • Training

Re: Order on the Agent

by GB1 in Ideas and Suggestions
‎22-07-2016 03:38 PM
2 Likes
‎22-07-2016 03:38 PM
2 Likes
Could Pexa - install sms messaging (in dashboard) to notify the Agent, Vendor & Purchaser - nos only visable to the representing Practitioner and Conveyancers notifying the property has settled? ... View more

E Book - "How to Operate a Successful Conveyancing...

by GB1 in Ideas and Suggestions
‎22-07-2016 12:45 PM
2 Likes
‎22-07-2016 12:45 PM
2 Likes
To all those early adopters and Practitioners thinking of adopting PEXA Settlements. Well this is the way to go, no transfer, less hassles with cheques and Physical settlements. This is the way of the future, and it will not stop, the Conveyancing industry will continue to be "Digitally Disrupted".   So in support of PEXA that i recommend to use in the ebook, i also talk about how to market effectively online via social media platforms, how to identitfy your clients, how to communicate well with clients past and present. How to overcome negative mindsets and how to tender your fees. Take a look at this at - http://www.conveyancers.net.au/ebooks_stepbystep.htm   ... View more
Category:
  • Training
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