About MeganTenn

Hi All,   A practitioner recently requested the following enhancements to the system, which I think would be really helpful:   1. When completing an on-sale in PEXA, the Adjustments & Payments (Destinations) should allow the Purchaser section to be split into two purchaser sections, one for the head contract and one for the on-sale.  That way the practitioners clearly know which funds relate to the head contract and which ones relate to the on-sale.  In particular as there will be two lots of stamp duty, transfer fees and PEXA fees for purchasers.    2. Although there is a conversations tab on the dashboard already, the reference view etc. is not always easy to understand.  It would be better if there was an extra column next to each individual matter on the dashboard when a new conversation comes through for that matter.  That way it will be easy to distinguish who it relates to.   Thanks!  ... View more

I recently encountered an issue when walking a firm through a spousal transfer for Victoria within the PEXA platform.  Ultimately we couldn't complete the transaction because the solicitor had already stamped the transfer non-dutiable for a paper transaction, which couldn't be reversed through duties online.  However we were experiencing some issues prior to this, namely:   In order to complete any stamping in PEXA you need a settlement date.  When completing a spousal transfer, in most instances you won't have a settlement date, it just goes through when the practitioner is ready. This was a clear title with the property being transferred from husband to husband and wife, so no funds were changing hand between the parties, other than the payment of transfer fees (minimal) and PEXA fees (minimal).  Once you select 'yes' to financial settlement, you only have the option to pay for this from your trust account or by a bank.  The firm did not have funds up front from their client as they were going to bill them following the transaction, meaning they would need authority to transfer office funds to trust to pay for the transaction to go through.   This firm in particular completes a number of spousal transfers for Family Law and Estates.  It is a regular occurrence that they will not get funds up front for a spousal transfer.  They wanted to know if we could make it possible to select 'no' for a financial settlement, allow stamping non-dutiable (only where the property is the client's PPR) and make payment of the fees from their office account if they come in under a certain threshold.  This would likely only be available in cases where the practitioners have a clear title, as once a bank is involved the fees/destinations become a little higher.   Obviously as more and more transaction types become available in PEXA we are going to come across these sorts of areas that have not yet been developed/not previously thought of and this firm, as well as a few others that I have spoken to, would be interested in exploring these options. ... View more

I have received feedback from a few offices regarding the design and use of Workgroups within the PEXA platform.   They think workgroups are a good idea, however instead of adding individuals to a workgroup, so they can look after the files while another member of staff is away, they would like the option to view different workgroups from the Dashboard.  I.e. have a drop down list and the individual user can choose to see "all" (primary default), "property" "family law" "estates" etc.    This would be particularly helpful for practitioners that run different offices under the same registration. I.e. "CBD" "Williamstown" "Mornington".  That way if there is no one in one of those offices on any given day, the people in the other office can view those files without being added to the workgroup or having to view all files in the dashboard.   Practitioners would also like the workspaces to automatically list in date order. ... View more

Geelong Conveyancing have been one of the biggest advocates for PEXA in and around the Geelong area and I am proud to say that they are now PEXA Certified, after completing their 20th PEXA Transaction!   It has been a long road getting the Geelong area moving towards a digital future, with many practitioners weary of the changing process.  But not these lovely ladies, who have been encouraging other practitioners to transact, offering assistance and guiding others through when they have felt a little lost.   Santina was even a part of the focus groups that helped start PEXA and make it what it is today!   Congratulations ladies, our Geelong PEXperts!   Geelong Conveyancing become PEXA Certified!         ... View more

I have had a number of practitioners lately ask if they can complete a linked settlement where they are not acting in the other transaction.  This is particularly the case with clients who sell a property in one State (e.g. NSW) and purchase in another State (e.g. VIC).   I know at this point in time we are unable to complete a linked settlement where the same subscriber is not acting in both the sale and the purchase, but would there be scope for this in the future, as I see it coming up more frequently.  ... View more

A big CONGRATULATIONS to H.C Curwen-Walker & Daylesford Hepburn Conveyancing on becoming PEXA Certified and completing 50+ PEXA Settlements!   Fantastic work to all involved, always happy to lead the way for change, encourage others to transact and help practitioners through their settlements!   Good luck with the next 50!    @HCW-Julie @anita @HCW-June   ... View more