About DandyCandy

DandyCandy

Hi @Lesley_227 Have you already opened the workspace or are you on the "Create a Workspace" screen?

DandyCandy · ‎21-09-2018

Yay! Awesome work, Lyon Conveyancing!

DandyCandy · ‎19-09-2018

Yay! Good job.

DandyCandy · ‎19-09-2018

Hi @Bre You can also click just below the "Settlement" tab (where the settlement date and time are) to go directly to the screen saying who is ready, when they accepted, etc. That might be an easier way for you to check the settlement acceptance details. Miriam

DandyCandy · ‎19-09-2018

Hi @jent You are able to add another title reference after opening the workspace, but you can also do it while you're still in "Create a Workspace." Once you verify the title details for the first title, you simply put the next title reference in and verify those. Both titles will then show up in the workspace. Miriam

DandyCandy · ‎14-09-2018

Hi @Chrisball I've had this happen before and it is usually because I am in the wrong workspace role. If you want to edit Purchaser line items you need to make sure that under "Workspace Settings" on the side bar you are acting as "Incoming Proprietor" instead of "Proprietor on Title." If this doesn't work, it might be a question for the PEXA heavyweights! Miriam

DandyCandy · ‎04-09-2018

Great ideas, @LXWill I've suggested something similar in the past. It would be great to see these ideas looked at a bit more closely and hopefully see a few of them in subsequent PEXA releases.

DandyCandy · ‎23-08-2018

Good questions, Jo. We have similar situations come up as well. I'll stay tuned for PEXA's response.

DandyCandy · ‎26-06-2018

I think you may need to do an information re-supply as well so that the registered proprietor is updated in your existing workspace.

DandyCandy · ‎26-06-2018

Hi Robyn, We have quite a few of these transactions so it comes up a lot in our office. When I asked our PEXA rep the same question (this was a few months ago) they said that it is technically "out-of-scope," however, we (and other firms) have been able to successfully complete many files where we act for an executor as the Vendor and have never had any issues with settlement. Hope that helps. Miriam

DandyCandy · ‎01-05-2018

I have a suggestion. When navigating through PEXA I can often find myself scrolling through page after page of workspaces before finding the one I'm after......or missing it altogether and having to start again! Would it be feasible to visually allocate workspaces as well? So that (for example) all of my workspaces are grouped together and my other colleagues have their workspaces grouped together. Or is there an easier way to sort workspaces that I'm not aware of?

DandyCandy · ‎01-05-2018

Wow, this is going to help make the process so much easier! It's always good to know exactly what the other party expects of you so that settlements can go through as smoothly as possible.

About DandyCandy

Re: Title description

Re: 200 Transfer Settlements for Lyon Conveyancing...

Re: I've just completed my 50th PEXA settlement!

Re: Accepting settlement

Re: 2 titles in the one workspace

Re: ACTING FOR BOTH PARTIES - UNABLE TO ADD PURCHA...

Re: Suggestions for Dashboard usability improvemen...

Re: Settlement Rescheduling (bringing forward at s...

Re: Can you transact on PEXA when transferor is Ex...

Re: Can you transact on PEXA when transferor is Ex...

Re: Workgroups

Re: CBA Transfer Checklist