About RyanC

Transactions in WA where the Seller has changed their name from what is on the Certificate of Title can be completed in PEXA.   The PoT representative can update the party name that pulls through from the land registry when editing their participant. This will prompt for a justification for the name change to be selected from a list of options, before saving the updated party.     Any evidence required for the change of name is to be retained on file.   For the IP role, when completing the Certificate of Duty, it only needs to show the Seller with their current/updated name. Reference to "formerly known as" isn't required. ... View more

On Saturday I had the pleasure of attending the 2019 AICWA State Conference & Gala Ball,  both of which were terrific events. It was great to see our Community "SuperUser" Dave Morrisey aka @Morri, take home the 18/19 Bruce Thurston Award.   This accolade is awarded by AICWA to an individual for providing an outstanding contribution to the Conveyancing Industry, who is not employed in a Conveyancing role.   Dave being the E-con face for CBA & Bankwest, well and truly fits this criteria and is a well deserving winner. Big Congrats!! Here are a couple of snaps from his humble acceptance speech.     ... View more

I think it would display better if the frequently used accounts were shown on a different screen/tab to that of the office accounts (trust acc, fee paying acc etc).  I think it would also be useful for Subscriber Users & Subscriber Administrators to have access to the frequently used accounts that are saved. With the right permissions, these user types are already able to create and save these accounts from within workspaces, but then are not able to maintain them once saved. ... View more

Last Friday I had the pleasure of attending a regional symposium in Bunbury WA. In attendance were members from right across the South West region, along with representatives from ANZ, CBA & Bankwest as well as various PEXA staff. We heard updates from the Banks around their e-con processes, and it was also great to have an open floor session where members could ask questions and gain insights from the Banks. We were also able to learn more about the roadmap to 100% digital in WA. Here are some of the snaps from our day in the sunny South West. Big thanks to all those involved.         ... View more

Is it possible for the system to generate a notification once  the workspace  has been signed off via the "ready to sign" tab? One of my clients raised this with me. In their office the file owner moves the  workspace to "ready to sign", but then has to go back in and manually check if their manager has completed this yet.   ... View more

I think it would be useful if the document status section on the workspace summary page showed all documents in the workspace and the status of those documents, rather than just the document/s you are directly involved in.   This is a screenshot from one of my clients workspaces. This section only shows the Lodgement Instructions and the Transfer, but there was also a Discharge of Mortgage and a Mortgage contained in the workspace. So I think it would be handy for when quickly reviewing a workspace to also see the other documents here, along with their status e.g. in preparation, prepared, signed etc.    It would also be good if once the documents are lodged with the Land Registry for the dealing number to be reflected here, to save flitting between screens for this info.     ... View more

Last Thursday I had the privilege of attending Broome WA to present on all things PEXA to various people from their local Real Estate Industry. It was a great opportunity for me to provide information & updates to a broader market about E-conveyancing and WA's current industry transformation.    Along with PEXA, there were presentations from Sandy Wormald on the benefits of Title Insurance, and also from Carmel Accari from C-Solutions (Setts Plus), who gave insight into their new API practice management software integration with the PEXA platform. We also heard from the very hospitable Jennie & Graham Glasson who run Kimberley Property Settlements. Following the formalities was an industry sundowner at the beautiful Cable Beach Resort. Our last presenter for the night was Mother Nature, who put on an amazing show consisting of torrential rain and an incredible lightning display thanks to Cyclone Kelvin!   We received great feedback from those who attended and they seemed very appreciative to have received this type of industry event in their remote area.  Glad to have been involved in what was a great  night .                   ... View more

Here's to @damcaw & @BEVSPEXA plus the rest of the team at HR Setts, who today completed their 100th PEXA deal! An amazing achievement, great work!       ... View more

Big shout out to @Leisa and the team at Norm Hart Setts for completing their 100th PEXA settlement! Congrats on achieving this milestone and for readying your business for the digital age          ... View more

Big shout out to @TheresaS @tysonclarke @mollylee and the rest of the team at Complete Settlements for "completing" their 100th PEXA settlement earlier this week!! Awesome stuff, here's to the next 100        ... View more

The feedback I have received on the new workspace file upload portal has been great and really positive.    A few practitioners have asked about the category options when uploading files into a workspace, as some of the categories aren't relevant here in WA. Perhaps state specific categories could be looked into?   For example Duties Form 62 (VIC) - to my knowledge  not used in WA  Principal Place of Residence Stat Dec - to my knowledge  not used in WA I have seen practitioners utilising the file upload portal to upload their vendors settlement statement in order to show the Mortgagee on Title the exact full proceeds figure to collect at settlement - however this doesn't fit into any of the current categories, so they selected "Statement of Adjustments" which was the closest fit.    @Lhyde8279 you have used the file upload portal on quite a few occasions, what do you think of the above and do you have any other suggestions or comments?  ... View more

It would be great if there was a category for destination or source line items that could be edited by both the Practitioner and the Bank.   For example, the outgoing Bank is collecting full proceeds. The practitioner would create the line item including the total figure to be collected, then the Bank would go in and complete the account details for where it is to be paid.   A similar process for when the incoming Bank is providing the full proceeds would be great. The practitioner would complete the source line item including the figure to be provided by the Bank, and the Bank would then go in and confirm the details on where the funds are coming from, plus verification and authorisation of the funds.   This would eliminate the need to advise figures via the conversation tool and be more in line with how banks collect/provide funds in paper. ... View more