About TheresaTing

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 ... View more

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! ... View more

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         ... View more

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

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             ... View more

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   ... View more

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!     ... View more

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     ... View more

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! ... View more

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    ... View more

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!     ... View more

Congratulations @Kerry_Roe and DLH Solicitors!   What a treat it was for me to physically see your 1st PEXA settlement! Thanks for having us in Mudgee! I look forward to supporting you all through many more settlements to come! ... View more

Congratulations @CMusitano!   So great to see your clients sharing in the firm's celebrations in embracing digital change. Well done!    ... View more

Congratulations @WaterfordRyan!  What a great milestone for the firm and leading the way in Coonamble!   Looking forward to seeing many more transactions to come!        ... View more

  Congratulations Peacockes Solicitors! What a momentous occasion for the firm!   Thanks for the shout out @Georgia! Looking forward to helping you all with many more settlements to come. See you all in Dubbo soon!   ... View more

Congratulations Sue from @SalamanderConveyancing on this huge milestone!  Well done! Looking forward to helping you with many more PEXA transactions to come! ... View more

Well done! So great to see you continue your PEXA journey @LeahStevens! You're a real pioneer in Newcastle and so fantastic of you to be so encouraging of other practitioners to give it a go!  ... View more