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15-06-2018
10:46 AM
That's what we do too Louisa I think it would be handy though to be able to get a list in PEXA of eCTs we hold - especially so we could search the list using vol/fol or property details (allotment/lot number etc)
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20-05-2018
09:01 AM
1 like
It would be handy of we could add a "TBA" line to the "Vendor destination line items" so that totals match in the Statement of Adjustments (SOA) . In the paper system I would send a copy of the SOA to my client before settlement so they have details of the amounts before we settle. When I download the SOA in the PEXA workspace, it only shows the destinations that have already been entered, and so the total of the "Vendor destination line items" doesn't match up with the "Balance due to Vendor amount" which is confusing to send to a client. As destination details are often not entered until the morning of settlement I need to do the SOA in my old system so I can send it to the client before settlement. So it's a double up of work to do my old form SOA and the SOA in PEXA. If there was "TBA" amount in the "Vendor destination line items" so that the two totals match, we can download the PEXA SOA to send to our client before settlement and not have to do our old form SOA.
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15-05-2018
07:41 AM
3 Likes
I've just answered my own question - the lodgement instructions need to be edited and saved, that initiates the verification so then the documents can be signed :)
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15-05-2018
07:32 AM
I have two matters at the moment (one as a Vendor one as a purchaser) where the transfer has been prepared, no errors, but we don't have the green verified tick. When does the verification take place? Does duty need to be done before I can sign? The Vendor does have their new address entered! I have had this issue before,with the documents prepared, no errors, but I can't sign fora few days, wondering why so I know what to do in the future
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07-05-2018
01:06 PM
3 Likes
Yes, having a away to sort the workspaces in the dash board would be very helpful, not just for larger firms! Sorting via workgroups would be very handy - not just for staff but so I can overview the work my staff are doing, especially in this initial transitions phase while it is new to everyone
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12-04-2018
02:03 PM
Hi Nancy it is working now, maybe I had to put in a settlement date first, or maybe I had to start the SRO form?
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12-04-2018
12:24 PM
Hi Nancy I do have the current and future addresses in the transferor section, but it still says "in preparation" Karen
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11-04-2018
05:36 PM
3 Likes
Hi lyndelb Yes, we do need to have either the Grant of Probate or stat dec to keep on our file. The Client Auth only gives you authority to sign the APR, NOT to sign the supporting stat dec, but if you have the Grant of Probate you don't need the stat dec. Karen
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10-04-2018
08:17 AM
Thanks George I have sent my paper Title to LUV and my nomination has been registered but I would like your contact at LUV so I can check it will be okay for the three separate transfers to be registered and then the Title to be returned to me with the two remaining allotments on it
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10-04-2018
08:14 AM
Thanks Nancy, now it wants transferee addresses but there's nowhere to enter them. Will I also need to do a SRO form?
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06-04-2018
09:32 AM
I'm trying to change clients from joint to tenants in common, I act for both - in VIC I have created the workspace acting for the proprietors on title then created a transfer the two people appear as the owners but then it has "tenancy" details - I assume this is the tenants in common but it looks like I have to go in and enter their info again as transferees???? this is a lot of double handling, is there an easier way I am missing
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28-03-2018
10:28 AM
I hold a clear pCT that contains 5 allotments. Three allotments have been sold in 3 separate transactions to separate purchasers all to settle on the same day. The Owner is keeping the remaining two allotments. If I create a workspace to turn the pCT into an eCT then create a nomination, will that allow the 3 separate purchasers to then lodge their transfers and let me retain control of the eCT afterwards that has the 2 remaining allotments in it?
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10-03-2018
09:53 AM
My APR wont let me submit for lodgement. When I did the nomination to eCT I ticked issuing instructions to me as eCT controller but it wouldn't let me lodge. I withdrew the nominated to eCT and re nominated without issuing instructions - still won't let me lodge. What are we meant to tick for issuing instructions on the nomination to eCT when we are immediately going to go in and lodge the APR? I assume when I do the lodgement of the APR issuing instructions are to me as eCT controller because I want to keep the Title on behalf of the estate.
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07-03-2018
12:01 PM
1 like
Thanks Louisa, that makes sense. I did it yesterday with the purchaser as external party and looks like it is ok
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06-03-2018
04:47 PM
I act for a Vendor and control the eCT. The sale settlement can't take place in PEXA so I need to nominate to a paper transaction. There is a transfer to the purchaser and the purchaser has an incoming mortgagee. Who do I enter as the external party -purchaser? purchaser's solicitor? purchaser's bank? all of the above? other?
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