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

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

Re: Settle Me

by KrystleKocik Star Employee in Ideas and Suggestions
‎05-06-2018 02:23 PM
‎05-06-2018 02:23 PM
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

Re: Ability to email agent

by CourtneyFitzgerald Community Superuser in Ideas and Suggestions
‎07-03-2018 01:32 PM
1 like
‎07-03-2018 01:32 PM
1 like
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

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

by DMc Community Superuser in Ask the PEXA Community
‎16-10-2017 02:57 PM
1 like
‎16-10-2017 02:57 PM
1 like
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
  • Tags:
  • social media promotion

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

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

Re: Suffix - Mr, Mrs & MS - creates issue with tra...

by BrettCS Star Employee in Ideas and Suggestions
‎01-02-2017 04:00 PM
2 Likes
‎01-02-2017 04:00 PM
2 Likes
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

Re: Ability to email agent

by CourtneyFitzgerald Community Superuser in Ideas and Suggestions
‎07-03-2018 01:32 PM
1 like
‎07-03-2018 01:32 PM
1 like
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

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

by EmilyBilling Product Owner in Ask the PEXA Community
‎23-11-2016 04:15 PM
2 Likes
‎23-11-2016 04:15 PM
2 Likes
Thanks Garth, I'll pass your feedback onto the team!  ... View more

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

by BrettCS Star Employee in Ideas and Suggestions
‎23-11-2016 02:46 PM
‎23-11-2016 02:46 PM
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

Re: Brief & simple Training Video for the Line Ite...

by BrettCS Star Employee in Ideas and Suggestions
‎09-11-2016 03:28 PM
1 like
‎09-11-2016 03:28 PM
1 like
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

Re: Signing and unsigning of documents in PEXA - ...

by EmilyBilling Product Owner in Ideas and Suggestions
‎11-08-2016 10:32 AM
1 like
‎11-08-2016 10:32 AM
1 like
Thanks for sharing this tip @andrew_rothfield! ... View more

Re: Settle Me

by KrystleKocik Star Employee in Ideas and Suggestions
‎05-06-2018 02:23 PM
‎05-06-2018 02:23 PM
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

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

by AnnaHardie in Ideas and Suggestions
‎29-07-2016 07:03 PM
‎29-07-2016 07:03 PM
Thanks for the extra information Garth.  ... View more

Re: Verification of identity! - box to tick for ea...

by BrettCS Star Employee in Ideas and Suggestions
‎29-07-2016 09:12 AM
1 like
‎29-07-2016 09:12 AM
1 like
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

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

Re: "Step by Step Guide to operating a Successful ...

by Hendeyi in Share your Experiences
‎28-07-2016 08:54 AM
2 Likes
‎28-07-2016 08:54 AM
2 Likes
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

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
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