About LindaT

It's been too long between visits. The friendly and very busy team at Vicland Conveyancing are one of the PEXA Key success stories. Recently, Vicland Conveyancing became the first firm to reach 2000 PEXA Key invitations! Congratulations and what an achievement! ... View more

Always great fun visiting our members and something we definitely missed last year. A relationship spanning 5 years, it's such a pleasure working with the team at BOSS Conveyancing! ... View more

As we head into the busy period for settlements in the lead up to Christmas and the holiday season, time is more precious than ever, as is protecting you and your clients from cyber crime.  Email fraud, phishing attempts, scams and reported losses have increased since the COVID situation came into effect, and it is critical that firms are doing all they can to mitigate this risk.    The common misconception is that fraudsters can only manipulate the body of your email, where they can in fact tamper with attachments (including editing PDFs), send completely new emails whilst posing as a client or practitioner.  I have unfortunately seen this occur on a number of occasions with clients I work closely with, and whilst verifying bank account information is important, it can be missed by even the most experienced operators.  We are all human, after all.  It only takes one incident, which could cause a significant impact and distress to all parties involved.   Front and centre, PEXA Key should be used to eliminate the need to ever use email to transmit bank account information - this is where the risk is.  Having to re-key bank account details also presents the risk of data-entry error.  Eliminating risk is one thing, but leading up to a hectic time of the year, using PEXA Key will also save you valuable time by removing the need to draft and send emails with bank account information, then potentially going back and forth chasing the client to verify account information.   We have the 'Secure Communication Guarantee' which will provide you and your clients with the peace of mind and confidence that PEXA Key is safe.  Recently, PEXA Key was awarded the 'Best Service Innovation 2020' by the Australian Financial Review.  We are very proud of this!   A quick reference help card is attached to this article, and our friendly Support Team or your assigned PEXA specialist can help if you need any assistance.   https://www.pexa.com.au/pexa-key ... View more

Ahead of the VIC rollout of the enhanced settlement summary (ESS) in February 2021, the Victorian Partner Team are conducting a series of webinars to assist Victorian members in understanding the benefits and how to navigate the features of the enhanced view.   The main benefits from the ESS are greater clarity on settlement funds, reduced reliance on conversations, and auto-calculations.  This will assist all participants with completing the settlement summary efficiently, with greater likelihood of settling on time.   Thank you to those who have already attended, with the most recent webinar having taken place on Thursday 1st October, 2020.  The slides from the latest webinar are attached to this article.   Detailed information on the ESS can be found here and a help card is also attached to this article to summarise the steps.   The next Victorian ESS webinar will be held on Wednesday 14th October if you have missed out on previous sessions.  Please register here     Look forward to having you join us! ... View more

With the current Victorian Stage 4 Restrictions, meeting with our members face-to-face is not an option.  However, there are still fun and interesting ways to keep connected whilst we find ourselves in these challenging times.  The Victorian PEXA Partner Team recently held a virtual wine tasting with some our VIC AIC members.  No need for designated drivers or long drives out to the wineries as we brought the winery into our homes!   A great evening that was an informative, enjoyable and unique experience.     @JonTeh @MeganTenn @KarenBarr @JeffWulfsohn @JenniferI    Wine Samples   Wine Tasting in Isolation ... View more

Lately, there have been a few members who have been in contact regarding cracked or loose digital certificates.  This can sometimes cause intermittent signing issues but members will be happy to hear that there is an easy solution for this.    A new shell can be ordered via our Support Team, who can be contacted on 1300 084 515.  The cost of replacement is $10 after a PEXA subsidy, which is direct debited from your general/office account.  The new shell will be sent in the post.   Upon receiving the new shell, it will be necessary to remove your digital signing SIM card from your old shell and insert it into your new shell/USB.  In the interim, some tape can be used to tightly hold the casing together which should solve the problem until your new shell arrives in the mail.   If you need assistance, feel free to contact your PEXA Specialist or our friendly Support Team. ... View more

A great Saturday at the AIC VIC Best Practice Conference!  A great turnout, with many visiting the team at the PEXA stand.  Congratulations to Trang Conveyancing, who won a Google Home Mini as part our prize draw! Jonathan Teh speaks about the benefits of PEXA Key PEXA goodies Trang from Trang Conveyancing ... View more

The delightful team at Sargeants Hawthorn are currently participating in a pilot for an exciting new enhancement to PEXA in the near future.  With a wealth of knowledge and experience, they were keen to provide their thoughts, ideas and feedback on the new functionality which was presented to them by our clever tech team.  Thank you Sargeants Hawthorn!   ... View more

Sally and the team at BOSS Conveyancing were apart of the initial pilot for PEXA Key.  Months on, they are now one of the biggest advocates and users of PEXA Key leading the way with protecting their clients and themselves from email fraud.  Great to see clients and firms adopting PEXA Key and providing such positive feedback!   ... View more

There is now a secure way to transmit bank account details that offers a safer alternative to communication channels such as email.  Emails have the risk of being intercepted by a third party and funds are then subsequently directed to the incorrect account.  It is an issue that unfortunately will not go away anytime soon and to eliminate the risk to firms and their clients, there has been investment made to develop PEXA Key.    PEXA Key allows practitioners and conveyancers to send trust or source account details to clients, and/or request client bank account details for surplus funds via the PEXA workspace, removing the need to use emails for this task.  When account details are received from the client using PEXA Key, they will populate directly into the workspace without the practitioner needing to re-key this information.  This removes the risk of data entry error by the practitioner.   PEXA Key also allows clients to track their settlement and have access to basic information such as date, time, address, your firm's details and "what to expect" articles that explains frequently asked questions about the settlement process.  Clients DO NOT have access to the workspace or see any documents, figures in the financial settlement schedule, conversations etc.  This is a common misunderstanding that has been raised by firms, so it is important to understand that PEXA Key will only provide limited information to buyers and sellers.   If there is no need to communicate bank account information for a matter, clients can still be invited to use PEXA Key to see when their property is settling, once it starts to settle and when it has completed.  So, this means all clients can benefit from using PEXA Key irrespective of whether bank account details need to be exchanged.  For those buyers and sellers who are fans of social media, there is also an option to post the "settlement completed" notification onto social platforms to share their excitement with friends and family.   Clients will download the PEXA Key app exclusively from the App Store or Google Play, whilst firms will manage everything from their workspace.  To reiterate, firms DO NOT need to download the app, everything is managed from the existing workspace via a few buttons.  Buyers and sellers can contact PEXA Support should they require assistance with downloading and activating the app.   To see screenshots of what clients will see on the PEXA Key app, access further information about using PEXA Key or to download the help card, visit https://community.pexa.com.au/t5/Help-Centre/Introducing-PEXA-Key/ba-p/17263   Best thing is PEXA Key is free to download and activate, and there is a "Secure Communication Guarantee".  Details can be found at https://www.pexa.com.au/pexa-key-secure-communication-guarantee   PEXA Key is essential in the fight against email fraud! ... View more

Well done to the team at Herbert Smith Freehills in Melbourne for recently completing transfer and finance training.  Whilst some team members took the opportunity to have a refresher at using PEXA, some were completely new to the platform and are now ready to start transacting.  Welcome to all the new users and we're sure you'll be "PEXperts" in no time.   ... View more

A huge congratulations to Maddocks for surpassing 10,000 transfer transactions!  Maddocks are the first firm nationwide to achieve this milestone and the team celebrated with bubbles and nibbles in Melbourne.     This is a fantastic achievement and one to be very proud of.  The large team of PEXA users at Maddocks have embraced electronic property settlements, and have been leaders in the industry's digital transformation.  We are excited to continue working together and look forward to celebrating many more milestones and achievements in the future.   ... View more

Congratulations to our prize winners at the recent ALPMA Summit in Melbourne.  Enjoy your bottles of Veuve Clicquot and cheers to another great summit! ... View more

As of June 17th, 2019, it is no longer required to have your spreadsheet converted to a csv file by a team member at PEXA.  This mapping process is now built into PEXA Projects, so you can upload your file and create the workspaces or upload child titles without assistance from your PEXA Specialist.   To download a sample template of what data is required for your upload, first create the Project in PEXA Projects and then go to "Manage Workspaces" in your dashboard and click on "Bulk Upload Workspaces".  It is here that you will find a link to "download a sample template".  This template also has a "help information" tab which outlines the requirements/restrictions in the spreadsheet to ensure your upload is successful.   Important tips: You must label the tab that contains the data as “Workspaces” Purchaser names must be separated by a comma (,).  It will no longer work with '&' or ‘and’ In your spreadsheet, only have the columns that are relevant, that is, lot, reference, purchasers' reps, purchaser names, consideration (no cents), child title Use the PEXA Qualifier Tool to wash all the conveyancer/solicitor names to ensure you are using their registered name in PEXA - your PEXA Specialist can provide you with the link to access this tool Always ensure you create your vendor as a frequently represented party in PEXA Administration Tools prior to uploading child titles - this allows your party representation to be automated in 'participants' Full release notes can be found at https://community.pexa.com.au/t5/PEXA-Product-Releases/PEXA-Projects-PoT-Release-6-0-0-17-June-2019/ba-p/15970   For further information, please contact the Developer Specialist in your jurisdiction or your PEXA Direct Specialist or PEXA Partner. ... View more

Looking to learn more and build on your PEXA skills? The training team run a number of webinars, hosted here in Community, that are free to register and participate in.   Next month’s webinars cover Completing the Financial Settlements Schedule, Standalone Mortgage, Discharge of Mortgage and Refinances. To register for a webinar, visit the Webinar Hub on Community and click on a webinar to go to it’s registration page.   ... View more

We are revisiting compliance obligations of PEXA members under the MPR in a webinar this month, ahead of an upcoming Subscriber Review Process. You can register by clicking on the link below.   https://zoom.us/webinar/register/WN_qKw756AbTuCbhQMEHbwJYQ   https://community.pexa.com.au/t5/Compliance/bg-p/Compliance ... View more

Did you know… Each bank has its own tips and best practices for completing transfers in PEXA. To ensure a smooth transaction, click here to view the transfer guidelines for your bank. ... View more

Jeff Horsey Solicitors, located in Upper Coomera, QLD, only recently registered for PEXA but is already off to a flying start.  Whilst the network is well established in some other jurisdictions, QLD is still growing, with more and more practitioners starting to enjoy the benefits of e-conveyancing.   Sonia, a well experienced member of the team at Jeff Horsey Solicitors, has recently commenced PEXA training and has not only successfully completed her first transfer, but did 4 in the one week!  She did not just get her toes wet, but fully embraced PEXA and swiftly transitioned her processes to electronic.  Sonia describes her experience on the platform as easy and straightforward, and welcomes other firms to transact with her and the firm.   Well done on such a wonderful start!   ... View more

Maria at Lawsons Conveyancing recently completed her first electronic settlement.  A very exciting and proud moment for Maria who has been nervous in the past but has now jumped straight into it.  The workspace moved to "settled" after 10 minutes, with disbursements of funds completed after only 14 minutes!  This is definitely the way to go rather than driving into the city, parking, lining up, waiting for your name to be called and potentially experiencing issues that come with settling in paper.   Well done Maria!   Maria amazed that electronic settlement was completed in 14 minutes ... View more

Monica Shamon Lawyers, established in 2010, has two thriving offices in Melbourne which are both actively transacting in PEXA.   The firm has only recently started PEXA training this year however have quickly adopted PEXA, embracing technology to provide a better settlement experience to their clients.   Being open to change and integrating PEXA into their processes has enabled Monica Shamon's two offices to become one of the leaders in their geographic areas for electronic settlements.  Well done to the staff for taking the time to learn PEXA ahead of the key dates next year when transactions can no longer occur in paper.      Monica Shamon Lawyers St Albans Monica Shamon Lawyers Springvale   ... View more

Last week, two more of my clients reached the exciting milestone of graduating from the PEXA Direct Program.  Vichomes Conveyancing and Engage Conveyancing (Devendish) have quickly become PEXA experts, regularly transacting on PEXA whenever they can and encouraging their peers to get onboard.   Our PEXA Direct Program is helping firms across the country transition to electronic settlements and we work closely with practitioners and conveyancers to support them through what may be quite daunting at first.  I have enjoyed watching clients move away from paper settlements and embrace technology to save time and add value to their clients.  Gone are the days where you need to rush to busy settlement rooms - which have been likened to fish markets!   If you have not already joined the PEXA Direct Program, get in touch with your PEXA Direct Specialist to start transacting with the large number of firms already apart of the network.    Mai and Tram make up the busy team at Vichomes Conveyancing. They are super proud to become PEXA Certified. Vichomes Conveyancing graduates from the PEXA Direct Program. Great achievement to Mai (pictured on the right). Jason from Engage Conveyancing (Devendish) shows off his shiny new trophy . A true PEXA advocate Three hours out of metropolitan Melbourne, Jason from Engage Conveyancing settles electronically on his farm with fresh air and farm animals surrounding him. Congratulations on graduating! ... View more

  Oates Rennick & Associates in the Eastern suburbs of Melbourne have dived into electronic conveyancing completing both transfers and caveats on PEXA.  The team are enjoying the time savings and efficiencies of lodging electronically and invites other firms to transact with them.  Pictured here, Bronwyn, Anissa and Jan, are eagerly refreshing their screen to watch the progress of one of their settlements.  Well done to the team for making the transition to digital in a conservative area of Melbourne! ... View more

Held at Red Spice Road QV Melbourne, the recent PEXA members dinner was a fun, lively and enjoyable evening for all attendees.  This cohort dinner had attendees from the Vietnamese community who are regularly transacting on PEXA.  For some, it was the first opportunity they had to meet in person, whilst others were well acquainted.  Members shared experiences, stories and feedback over a lovely banquet dinner.  Thanks to all practitioners and conveyancers who attended! ... View more

Congratulations to Sally and her team at BOSS Conveyancing for making a quick and smooth transition to settling property electronically!   I have been working with BOSS Conveyancing since December last year, providing them with face to face training and support as part of the PEXA Direct program  to assist them with transacting online.  In a short period of time, Sally and her team have been able to quickly become proficient in using PEXA and are enjoying the benefits of settling property online.     In a highly competitive market, they have embraced technology to give their business a positive edge and greater client satisfaction.  They truly have differentiated themselves in the area and are also actively encouraging their peers to dive into e-conveyancing.  Well done on your achievements and being a leader in your area!   You can read Sally's interview at https://www.pexa.com.au/news/property-transactions-go-digital-in-north-west-melbourne ... View more