About RyanC

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

I just thought I would share an experience of a great ending to an electronic settlement.   The Buyer in this particular deal was contributing a significant amount of equity towards their purchase along with obtaining a Mortgage. The Buyers equity was to be provided by the incoming Bank, via an account of the Buyers that the Bank held an authority to debit from.    Unfortunately the Buyer didn't allow enough time to transfer their money into the correct account, so on the morning of settlement the funds had not cleared yet. Due to this, settlement was pushed back to 3:30pm that day in the hope that the funds would clear during the day allowing settlement to proceed.   The funds did end up clearing - at 3:04pm! Settlement was then able to proceed smoothly 26 minutes later. This led to a very happy Buyer who was able to obtain keys and gain access to their new home.   In my previous experience, had this of been a paper settlement, the incoming Bank would have most likely called the settlement off and rescheduled for another day, as they would not have had enough time to draw bank cheques and instruct their agent.    Thanks to PEXA, inconveniences such as re-booking all parties plus the Buyer rearranging moving trucks etc were avoided in this situation. ... View more