About GB1

Hi @BytheBay,   SettleMe is still restricted to individuals and does not yet include companies.  We are hoping that the simplified registration process addresses the biggest pain point we were hearing - that the previous registration process was cumbersome as Subscribers had to invite their clients outside of PEXA.  The latest changes do not impact existing users and their accounts.  Just a side note - the old registration process still exists in case existing Subscribers prefer this way.    We have commenced work on a new concept for SettleMe and we'd love to get you involved.  Our team will contact you separately very soon if that's OK?   Thanks, Krystle ... View more

love the idea of an automatic email to agent of the uploaded agent on completion :)   i look forward to seeing how the order on agent feature progresses   - Courtney @ Edmonds Conveyancing ... View more

maybe some plugin(s) to 'Social Media' channels to open more communication channels with our client(s). They in turn would be more likely to celebrate the PEXA success stories... ;) ... View more

Hi @GB1   On the Party screen, in NSW, the Name Suffix field is only intended for any additional identifiers that "follow" the full name of the party. I think this is the reason why you are encountering an issue with the transfer document. It is an optional field, so an entry is not necessary, especially for Mr or Mrs or Ms in the Suffix field.     I hope this helps.      Thanks Brett ... View more

love the idea of an automatic email to agent of the uploaded agent on completion :)   i look forward to seeing how the order on agent feature progresses   - Courtney @ Edmonds Conveyancing ... View more

I'll followup and check with our Support team and investigate the reason.   And yes, an integration would help to seamlessly migrate details between various practice management software solutions.  ... View more

Hello @GB1,   Thanks for your feedback.   We have added a new video for adding line items to the Financial settlement schedule based on your feedback.   The video is located on this following article: Complete Destination Details   Thanks again for your valued feedback and please send through any further recommendations.   Thanks, Brett ... View more

Thanks for sharing this tip @andrew_rothfield! ... View more

Hi @BytheBay,   SettleMe is still restricted to individuals and does not yet include companies.  We are hoping that the simplified registration process addresses the biggest pain point we were hearing - that the previous registration process was cumbersome as Subscribers had to invite their clients outside of PEXA.  The latest changes do not impact existing users and their accounts.  Just a side note - the old registration process still exists in case existing Subscribers prefer this way.    We have commenced work on a new concept for SettleMe and we'd love to get you involved.  Our team will contact you separately very soon if that's OK?   Thanks, Krystle ... View more

Thanks for the extra information Garth.  ... View more

Hi @GB1   Agreed, at the beggining of each workspace would be a useful way to confirm the steps that must be completed.   We currently have, as part of signing, the certifications that talk to these points. See below:   We are working hard at improving the usability and assisting our subscribers through the steps of a transaction, and this feedback helps bring focus on some of the key areas.    Thanks again @GB1 for your involvement. ... View more

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

Garth, great insights in your e book relating to mindset, collaborating with peers and operating a successful business in the digital world we all live within everyday. ... View more