About MarcusLiley

Hi guys I'm often having to remind PoT (or be reminded) to enter Seller's dates of birth to enable Duty Verification. Any chance that the system could check the mandatory data and, if absent, sent a reminder to the PoT  one or two days before you send a reminder to the IP to verify Duty? Marcus ... View more

I've just learnt (the hard way) that PEXA does not notify subscribers if a positive TAC identifies activity prior to the date work space (WS) was created.   This is despite the fact that Service Charter states: PEXA will promptly provide a notification to the Subscriber if the Title Activity Check indicates activity on the Land Title Reference. Notification will include details of the document type and dealing number of any new activity on the Land Title Reference.   PEXA Support advised that a Title Search should identify activity prior to WS creation. However, if I order search of Title today, don't open a WS for a fortnight & the first TAC identifies activity in that fortnight PEXA will not provide notification. Am I therefore expected to search Title immediately prior to opening a WS? PEXA - your Service Charter says you will notify subscriber if a TAC identifies activity. Please honour your agreement & provide notification (even if the activity is prior to date WS was created)! ... View more

AICWA has worked with KylieD  to produce the following guide to assist with questions and concerns on how temps can transact in PEXA when on assignment (especially when they are covering a sole operator).   As part of the onboarding process Subscribers sign the PEXA Participation agreement.   Section 4.1(d) requires the Subscriber to comply and continue to comply with the Participation Rules; Section 4.1(g) includes an obligation to comply, and continue to comply, with the Security Policy   Section 7 of the Participation Rules issued by Landgate details Subscriber’s obligations regarding system security and integrity.   Section 3.7 of the Security Policy sets out Subscriber’s obligations regarding control of Passwords & Digital Certificates.   The bottom line is Digital Certificates (on USB tokens) & Passwords should not be shared!   So what’s a girl to do?   Some sole trader licensees are loath to provide temps a Digital Certificate in the temp’s name because they have to be added to the Trust A/C operating authority with the Bank. This is certainly the case if you want them to be able to authorise debits from the trust account (i.e. a source in PEXA).    However, there are 3 different permissions a Subscriber can grant a User: 1) Signer – Documents 2) Signer – Financial Settlement 3) Signer – Trust A/c Authorisation   PEXA advise that the User is only requires to be a signatory on the Trust A/c for #3.   So if you’re a sole trader, want to take some holidays, but don’t feel comfortable adding a temp as signatory to your Trust A/C them consider issuing them with their own Digital Certificate / USB Token with permissions # 1 & 2. You would need to take your USB Token with you on holidays and sign the odd settlement that requires authorisation for funds to be sourced from your Trust A/C, but it’s better than placing your license & business at risk by “sharing” your Token thus contravening PEXA’s Participation Rules & Security Policy.           Creating a User ... View more

Hi guys Just learnt that access to abandoned Workspaces are only available top the last participant to withdraw. There may be times (like today) where I want/need to access the Workspace History to find/prove details of what did or didn't happen. Is there any way you can make abandoned workspaces available to all participants? ... View more