Simply and effectively monitor and manage all your workspaces and invitations using PEXA Manager. PEXA Manager helps you prioritise your workload, focusing your attention on the important tasks at hand across all transaction types currently in the PEXA Platform. It also helps you focus attention on those workspaces that require urgent attention based on industry protocols. If you would like access, please contact your PEXA Account Manager for details.
Open PEXA Manager
Click the following URL https://www.pexa.net.au/pexa_web/bi/home.html
Enter your email address and password.
Click the blue Sign in button.
Note: You can launch the PEXA platform from PEXA Manager, but you cannot go the other way, from PEXA to PEXA Manager. With this in mind, we recommend you keep PEXA Manager open and always launch PEXA in a new browser window or tab.
PEXA Manager Basics
Assign Multiple Workspaces to a Team Member
Select the team member you wish to assign workspaces to in the Assign To field.
Tick alongside the appropriate workspace you wish to assign to your team member.
Click Assign Invitations.
Filter for Specific Records
Click the filter button in the column you wish to filter.
Enter the text you wish to filter on. E.g. in the invitation from column, enter Flinders Bank to display only invitations from Flinders Bank. Text Field List
Make a selection from the drop-down. E.g. In the Jurisdiction column, select VIC to display only workspaces for Victoria.
Use the Filter Setting to determine the constraints for the filter. For example, Less than for all dates proceeding the selected date.
Set Less than or equal to. For example, select Less than or equal to for all times proceeding the selected time. Time
Select Plus (+) if the time is before the due protocol time, or Minus (-) for all workspaces that have gone past the due protocol time.
Enter a time, in hours and minutes format. For example, select Less than or eqaul to, (+) and 3.00 to display all workpsaces that are due in 3 hours and are overdue
Click Filter.
Note: You can apply additional filters to fine tune your list of records.
For example, you can filter for
All invitations from Flinders Bank
In Victoria
Currently assigned to Jason Smith
That are due to be replied within 3 hours
Note: Click Clear Filters to clear all filters you have applied to a view.
Outstanding Invitations Received
Displays unanswered invitations, sent from other subscribers, to join then in a PEXA workspace.
By default, the most urgent invitations are displayed at the top of the screen, based on the Reply Within setting. Filter the records displayed to locate specific invitations and to action those with the highest priority.
The Actions drop-down allows you to View or Assign the invitation to another team member.
Outstanding Invitation Example:
An invitation from an incoming mortgagee to join their workspace is displayed on this screen.
You can see that you are invited in the role of Mortgagee on Title to discharge a mortgage in a refinance transaction. The Reply Within field indicates that you have 6 hours to reply to the invitation.
You can view the invitation or assign the invitation to another team member from this screen.
Workspaces with Documents to be Completed
Displays all open PEXA workspaces with outstanding documents to be completed (Created or Edited) ready for signing.
By default, the most urgent documents that need to be created or completed are displayed at the top of the screen based on industry protocols. This screen filters records based on Settlement date and time and the Create/Complete Document Within settings.
Filter the records displayed to locate specific workspaces and action or assign those with the highest priority.
Note: Reschedule
Any workspaces that have had Settlement Date rescheduled or have missed Settlement will be filtered to the top of the list, with a tag of Settlement Date Reschedule. This is your call to ensure that you focus immediate attention on workspaces that may miss or have missed settlement.
Workspaces with Documents to be Signed
Displays all open PEXA workspaces with outstanding documents to be signed.
By default, the most urgent documents that need to be signed are displayed at the top of the screen, based on industry protocols. This screen filters records based on Settlement date and time and the Sign Documents Within settings.
Workspaces with FSS to be Completed or Source to be Verified
This view helps prioritise the workspaces that require the completion of Outstanding Financial Settlement Schedules. It displays all open PEXA workspaces with Financial Settlement Schedule to be completed and or the source to be verified.
It focusses on your role in the workspace and the associated tasks requiring completion. You may need to enter Destination account details, source account details, edit or verify account details before they are ready for signing.
By default, the most urgent documents that need to be signed are displayed at the top of the screen, based on industry protocols.
Workspaces with FSS to be Signed
Displays all open PEXA workspaces with outstanding financial settlement schedule items to be signed.
By default, the most urgent documents that need to be signed are displayed at the top of the screen, based on industry protocols.
Workspaces with Scheduled Settlements
A prioritised list of refinance workspaces scheduled to be settled within the current and the next business day.
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