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2 weeks ago
Hi @MM25 From memory, in this scenario, you would enter the workspace as Proprietor on Title only. When you create your Transfer document, there should be a drop-down tab with different manners of holding (e.g. tenants in common). Select "Sole Proprietor" in this drop-down box and then select client (B). Fill in the rest of the transfer as normal. Not sure if it's different between VIC and NSW though. -M
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a month ago
1 like
Hi @Weston3130 You just need to go to the "Land Titles" section and if you click on the action cog, there should be an option for "Information Re-supply." Click this and you'll be in business. :)
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14-12-2018
03:48 PM
Hi @jenpha This error came up for me once and the issue was that one of the parties had a PO Box for their address in the transfer. I had to put in a street address and then the NOA was fine. If this isn't the case, maybe contact your PEXA specialist? Miriam
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29-11-2018
11:53 AM
5 Likes
Hi @Jgal3 Not sure how others normally go about opening the workspace as a Vendor, but when we do it, we don't create the Purchaser party. We just invite the Purchaser's representative and they enter all their client's information when they accept, create the transfer, invite their bank, etc.
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22-11-2018
10:53 AM
Hi @AJJones I'm pretty sure a private message is just another name for a conversation.
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13-11-2018
04:00 PM
Hi @Lesley_227 Have you already opened the workspace or are you on the "Create a Workspace" screen?
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21-09-2018
04:01 PM
2 Likes
Yay! Awesome work, Lyon Conveyancing!
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19-09-2018
04:48 PM
Yay! Good job.
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19-09-2018
04:17 PM
3 Likes
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
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19-09-2018
04:12 PM
1 like
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
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14-09-2018
01:14 PM
2 Likes
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
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04-09-2018
04:05 PM
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.
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- Tags:
- coming in release 9
23-08-2018
04:36 PM
1 like
Good questions, Jo. We have similar situations come up as well. I'll stay tuned for PEXA's response.
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26-06-2018
11:20 AM
I think you may need to do an information re-supply as well so that the registered proprietor is updated in your existing workspace.
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26-06-2018
11:15 AM
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
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01-05-2018
04:33 PM
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?
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01-05-2018
04:25 PM
1 like
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.
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