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TheresaTing

Hi @sgoscombe PEXA's Hours of Operations now has its own link. Hope this helps!

TheresaTing · ‎06-05-2019

Hi Sofie All webinars can be found on our Community Webinar page here. You can register to attend upcoming webinars and watch any recorded webinars that have been delivered. You'll find the webinar the webinar you want under WATCH: 100% Digital in VIC - What's Next? Hope this helps! Regards Theresa

TheresaTing · ‎06-05-2019

Hi Hillary As of April 1 2019, certificates of attendance will no longer be issued for any PEXA webinars. If you require evidence of your attendance for CPD purposes, we recommend that you retain your registration confirmation email (sent by Zoom) and/ or any other notes that you may have collated during the webinar. Please contact your relevant Law Society if you have any questions about claiming CPD points. Hope this helps! Regards Theresa

TheresaTing · ‎06-05-2019

Hi Shilpa You can find the list of times for lodgement and financial settlement availability for all states in PEXA's Hours of Operation. This used to be in Section 8.2 of the Service Charter but now has its own page. Hope this helps! Regards Theresa

TheresaTing · ‎09-04-2019

@timothyjones79 Thank you

TheresaTing · ‎31-03-2019

Hi @BGoodwin You can find the list of times for lodgement and financial settlement availability for all states in PEXA's Hours of Operation. This used to be in Section 8.2 of the Service Charter but now has its own page. Hope this helps!

TheresaTing · ‎28-03-2019

PEXA is running a couple of webinars on NSW Transfers 101 next week. Click on the links to register: - Representing the Proprietor on Title (Vendor) on April 3 at 11am - Representing the Incoming Proprietor (Purcahser) on April 3 at 3pm As most Gold Coast firms do some NSW work, you may find these webinars useful when doing NSW Transfers!

TheresaTing · ‎28-03-2019

Have you seen the orange Walk Me Thru button on the Transfer Duty screen? This button launches a Walk Thru that guides you through how to verify duty in PEXA. Here are some important things to note about verifying duty in QLD: The stamping process starts in the PEXA Workspace so if you’re representing the purchasers, complete your Transfer and Form 24A first. Go to the Transfer Duty screen in PEXA and select how duty is to be paid. When all the relevant information is in the Workspace then an automated message will be sent the OSRconnect and a duty record will be created in there for you. You can locate this record in OSRconnect using the OSR transaction number located on the PEXA Transfer duty screen. When you have completed the assessment, come back to PEXA’s Transfer duty screen and click the cog to verify duty. Don’t forget we would love to hear your feedback on our Walk Thru’s so we can continue to improve them!

TheresaTing · ‎18-03-2019

What a real treat it must've been for the real estate agents to see a LIVE settlement happen! Great to see regional QLD so engaged and embracing digital property transformation.

TheresaTing · ‎12-03-2019

Last week it was so great to tour the Darling Downs region of QLD to greet our members in Goondiwindi, Stanthorpe, Warwick and Boonah. I love meeting our regional members and highlighting the benefits that PEXA affords their community. The engagement in this region is rapidly expanding with more and more firms registered and settling via the platform. We all know community is at the heart of regional areas, and to see practitioners working together to transition to digital is truly uplifting- it is a great example of the network working together for true industry collaboration. Meeting Fox & Thomas Lawyers and Doyle Wilson Solicitors in Goondiwindi Meeting Lilley Spanner & Stacey , Maxwell & Lancaster Solicitors and Gudkovs Power & Settgast in Warwick Meeting Boonah Law Practice and Boylson & Collyer in Boonah So excited to see PEXA member sticker proudly displayed on this Stanthorpe firm! This week I continue my tour of regional QLD, and will be in Toowoomba & Dalby.... so watch this space for another update soon! @HayleyDW @JuanitaYabsley @kayrhodes @ChristineLea @JulieM @Christine1 @RikiM @HayleyML

TheresaTing · ‎26-02-2019

Hi Tanya Form 24B is not currently visible to the purchaser. However, if certain details are needed for transfer duty assessment, it would be a great idea to consider making available for purchasers "View Only" access. Thanks for the suggestion! We'd be keen to hear other member's thoughts on this.... so if you like the idea of giving purchasers "View Only" access to Form 24B, please comment and "Like" the post!

TheresaTing · ‎15-01-2019

Congratulations @JMVLaw on your first PEXA settlement! Looking forward to supporting you all through many more electronic settlements! Absolutely love your enthusiasm in driving eConveyancing to the wider legal community.... keep those referrals coming! Also thank you so much for the shout out - it's much appreciated! :)

TheresaTing · ‎18-11-2018

So great to see Baldwins leading the way in digital property settlements in Gympie! Let this inspire other firms in QLD to give e-Conveyancing a try and reap the benefits of electronic settlements to the firm and their clients! Thanks for sharing @helene!

TheresaTing · ‎18-04-2018

Hi Eric You are correct in creating the Cord Consent for the paper CT that is currently in your possession for this transaction. Consents are created by whomever has the title..... whether it is the Mortgagee on Title (if there is a mortgage) or Proprietor on Title (if clear title) It sounds like the purchaser's solicitor may be mistaken. Regards Theresa

TheresaTing · ‎12-04-2018

Hi Andrew You can currently settle On-sale matters on PEXA. Please check out this Community page for a tutorial and instruction on how to complete. Please reach out to your PEXA Specialist if you require assistance completing it. Regards Theresa

TheresaTing · ‎29-11-2017

CONGRATULATIONS on this milestone Daniel Butt & Co!!! What an achievement! Well done! Thank you @danbutt and @KC for the shout out.... it's much appreciated You're both leading the way in eConveyancing in Maclean/ Yamba region!

TheresaTing · ‎31-10-2017

Hi @SueDakin In NSW, LPI are still issuing paper titles when a transfer is a cash purchase (ie: no incoming mortgagee). eCTs/CORD are currently only issued to financial institutions This is why paper CTs are sometimes required in Lodgement Instructions. Hope this helps! Regards Theresa

TheresaTing · ‎31-10-2017

Hi Taya Transfer Guidelines cover a range of topics including when banks are required to load source funds. You may find the Transfer Guidelines here. Item 15 - Settlement Preparation will give you an idea of when to expect this. If there has been any breaches by a financial institution in the timings of the Transfer Guidelines, you may escalate it by emailing PEXA Support with the workspace ID. Please also ensure you send the bank a conversation within the workspace. Hope this helps! Regards Theresa

TheresaTing · ‎31-10-2017

Wow..... What another great milestone @LeahStevens! Congratulations :)

TheresaTing · ‎28-09-2017

Hi Karen In NSW, Electronic Duties Returns (EDR) assessments are completed via one of the approved providers (ie: InfoTrack, GlobalX, SAI, Hazletts & TriSearch). When doing a PEXA settlement, follow these steps to complete stamp duty: (please note you need to have created the Transfer in Documents screen first) 1. Navigate to Stamp Duty screen in PEXA workspace, taking note of Lodgement Case ID # 2. On another browser window, access EDR and on the question that asks "Is this a PEXA settlement" (or something similar), select 'Yes' 3. Enter PEXA Lodgement Case ID # 4. Complete and order your EDR assessment, taking note of the OSR reference number 5. Return to PEXA workspace and Stamp Duty screen 6. Click on big blue button Enter Duty Information 7. Input OSR Reference number (2nd box is for -001 component) and click Save 8. You should soon see Stamp Duty successfully verified. Hope this helps! Regards Theresa @KS1 wrote: Am I correct in saying I can stamp through Pexa, if I do not have access to stamping in my office The contract & transfer usually goes to our main office 200 ks away. I am sure one of your staff Theresa Ting walked me through a stamp duty when we first registered with Pexa as I did not have access to stamping. An OSR Transaction ID was issued to continue. Or am I dreaming !! Regards Karen Scriven

TheresaTing · ‎28-09-2017

Hi Cathy The Trust Authorisation Record can be found by clicking the action cog wheel of the trust line item in the 'Sources' tab of the Financial Settlement Schedule and selecting 'View Authorisation Record'. This record can be obtained as soon as trust funds have been authorised by the trust signatory. You may also access it once matter has settled. Hope this helps! Regards Theresa

TheresaTing · ‎02-08-2017

It was really lovely to finally meet you in person @LeahStevens! Thank you so much for your time, valuable feedback and insights on how we can enhance the customer experience. You're welcome back in the PEXAplex anytime!

TheresaTing · ‎28-02-2017

Congratulations @LeahStevens from Fox Stevens Conveyancing on your newspaper article! The Newcastle Herald newspaper this week published an interview with Leah Stevens from Fox Stevens Conveyancing. The story opened with a controversial statement: “Solicitors and conveyancers could face obsolescence if they don’t embrace this technology.” But don’t panic. The story is a call to action to other lawyers and conveyancers to use high-tech smarts to stay on top of their business plans. In the space of a few short years Leah Stevens and her business partner, Julie Fox, have transformed their practice from a fledgling home office into a thriving four person operation, exceeding the initial business plan expectations. Leah has also ‘graduated’ from the PEXA Certified Training Program. This means that her practice is now independently transacting property online through PEXA. I helped guide Fox Stevens through their first online settlements. I’m really proud that they’ve enthusiastically embraced this technology. Read more here how Leah is using technology to grow her business. http://www.theherald.com.au/story/4482704/settle-on-technology/

TheresaTing · ‎26-01-2017

Last week, I was in Mildura to support the AIC Training for eConveyancing. Thank you Rosemary (@ConveyancersNo1) for having me along. Whilst there, it was great to meet most of the practitioners in town and hear the experiences of those who are transacting on PEXA. I was also really blown away by the eagerness of other firms to join and hear of their enthusiasm to use the platform. Thank you all for welcoming me into your offices. A huge THANK YOU goes to @SallyMcGlashan from Allstate Conveyancing for referring and introducing me to the other firms in town It's really fantastic to see the practitioners of Mildura so keen for PEXA so early in the new year - What a great way to jump start 2017! I look forward to supporting the region as it transitions towards eConveyancing. Meet & Greet Mildura With the ladies at Allstate Conveyancing - Sally, Phyllis, June, Mandy & I

TheresaTing · ‎20-12-2016

Yesterday PEXA Virtual Specialist @adrianpapa and I volunteered at the Ronald McDonald House Monash baking Christmas treats for the families staying there. We were given a tour of this amazing facility which assists families of sick children and also insight into some of the other services this incredible charity provides. It was a great experience and we had a lot of fun making cupcakes & truffle balls. Hopefully, we were able to provide a bit of Christmas cheer and bring smiles to those who sampled our treats during this festive season. There are Ronald McDonald Houses in every state if you would also like to donate or volunteer.

TheresaTing · ‎08-11-2016

Thanks so much for the mention @KC! Congratulations on being PEXA Certified! You are such a great, positive ambassador for PEXA - not only in your region of Maclean / Yamba NSW, but also on this PEXA community It's really fantastic to see you harness the advantages of PEXA into your business! Read Karen's recipe to success here

TheresaTing · ‎18-10-2016

Congratulations @SamIamarino on your 1st PEXA settlement! Great to see your firm embracing technology in such a big way and kudos for offering something new to your client with SettleMe. Thanks for sharing the photos your client took of SettleMe as settlement progressed.... I'm sure many practitioners were curious.... hopefully this will encourage more practitioners to use it!

TheresaTing · ‎16-10-2016

Congratulations @ShereeAllstate, @SallyMcGlashan and Phyllis at Allstate Conveyancing! Great to see you pioneering Mildura's first electronic transaction! Looking forward to seeing more firms join PEXA in that region so you can all start transacting together

TheresaTing · ‎25-09-2016

Congratulations @paula_s and Richard Wise Solicitors! What a fantastic way to celebrate this exciting milestone in your firm! So great to have met you all in Mudgee last week! Looking forward to supporting you through many more electronic settlements to come!

About TheresaTing

Darling Downs eConveyancing Update

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Re: First PEXA Settlement for Gympie QLD Firm

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Re: A wonderful opportunity to tour the PEXAplex!

Fox Stevens - Settle on Technology

Road Trip to Mildura

PEXA Volunteers at Ronald McDonald House Monash

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