About EmilyBilling

I'm pleased to announce that from March 22 2022, PEXA Key clients will now only see a change to the settlement date in the app when their practitioner accepts that change. This enhancement came directly from feedback in the market on how practitioners wished their clients to be notified of date changes.    E.g. If practitioner A changes the settlement date, client A will be notified via a push notification of the date change in PEXA Key. Client B will see the original date in PEXA Key until practitioner B accepts the date change. Once practitioner B accepts the date change, Client B will be notified via push notification that the date has been changed.    PEXA Key is  an app for buyers and sellers  that allows the  secure communication of account details between  practitioners and their clients. Home buyers and sellers can also track their settlement  via the app,  use its helpful checklists and read up on the settlement experience  using its help materials.     If you’d like to learn more about PEXA Key, visit our  website  or speak with you r  PEXA account manager.     Emily Billing,  Product Manager  ... View more

Hello,  We've released a new feature for both buyers and sellers   using PEXA Key called the   "Update your postal address" checklist.  We understand that moving house can sometimes be stressful. Remembering all of the big and small things clients have to do before moving can feel overwhelming. This new checklist supports your clients who are moving. This checklist is now available under the "Checklists" header on the homepage of the app.  The   "Update your postal address" checklist   feature was developed in response to feedback from buyers and sellers on how else we can support their move.  This feature will complement the existing planning your move checklists, what to expect articles, security features and high level settlement tracking. ... View more

Hello,  We've released a new feature specifically for Sellers using PEXA Key called the "Planning your move" checklist.  We understand that moving house can sometimes be stressful. Remembering all of the big and small things clients have to do before moving can feel overwhelming. This new checklist supports your clients who are selling their property to bring together all their moving tasks in the palm of their hands. The "Planning your move" checklist feature was developed in response to seller feedback on how improvements could be made to the PEXA Key app and off the back of the success with the checklist for buyers introduced last month.  This feature will complement the existing what to expect articles, security features and high level settlement tracking.   We have also introduced a new What to Expect article on "What is Homes for Homes?" to bring awareness to sellers and purchasers. Over the past four years, PEXA has been in partnership with Homes for Homes, where 0.1% of the sale price of a home can be donated to create social and affordable homes for those in need. Read this article on Community for more information.     For more information on PEXA Key please visit: https://www.pexa.com.au/pexa-key https://www.pexa.com.au/pexa-key-resources ... View more

Sending the PEXA Source account details to your client via PEXA Key First, invite your client to PEXA Key via the   Participants   screen. Then, navigate to   Settlement   screen and click into the   Source Funds   tab. Click the   Add Source   button. Complete the Source line item, selecting PEXA Source Account. Under the PEXA Key Banner, select the   Send my client account details through PEXA Key. PEXA Key Client: Select the client you want to send the PEXA Source account information using PEXA Key. Click   Save. Once saved, the   Source Funds tab will show the details that have been sent to your client in the   Provide Account Details     What Your Client Will See Your client will receive a push notification on their phone, and will have a new task in the PEXA Key app. After opening the app, your client will see the task titled   Funds requested for settlement.   Your client will:   Select the   View button. Read a brief description of what is required and select   View account details. Review the amount requested, and the PEXA Source Account details on the screen Use these details to transfer the requested amount to the PEXA Source Account.   Completing the Transfer   To indicate that the transfer has been completed, your client will: Select the   toggle   to acknowledge the statement “Only electronic transfers are allowed, no later than 3 business days before settlement” Select the   Learn more   option to display details about the PEXA Source Account and the requirements when depositing to this account. Select   Transfer done.   Completed tasks Once completed, your client can return to the app and to view the details of the completed task at any time. ... View more

Sending Trust Account details to your client through PEXA Key First, invite your client to PEXA Key via the   Participants   screen. Navigate to   Settlement   screen Select the   Source Funds   tab. Click the   Send Trust Account Details   button in the   Provide Account Details section. Send Trust Account Details   screen is displayed. PEXA Key Client: Select the client you want to send your trust account information using PEXA Key. Source Account: Select the trust account you want to send to your client. The details of the account, including BSB, Account number and Financial Institution are then displayed. Amount: Enter the exact amount you want your client to deposit into your trust account. Transaction Description: This is the reference that is displayed in PEXA Key and will be entered by your client when making their deposit into your trust account (For example,  11 Cairnes Sale). Click Send. What your client will see Your client will receive a push notification on their phone, and will have a new task in the PEXA Key app. After opening the app, your client will see the task titled   Funds requested for settlement.   Your client will:   Select the   View button. Read a brief description of what is required and select   View account details. Review the amount requested, and the trust account details. Use these details to transfer the requested amount to the Trust account.   Completing the Transfer   To indicate that the transfer has been completed, your client will: Select the toggle to acknowledge the statement “Transfers must be made at least 3 business days before settlement” Select   Transfer done.   Completed tasks Once completed, your client can return to the app and to view the details of the completed task at any time. ... View more

Hi Community, Over the weekend we went live with a new feature for buyers in PEXA Key called the "Planning your move" checklist.  This new checklist supports your clients who are purchasing property to bring together all the tasks they need to complete for their move, in one place.  The "Planning your move" checklist feature was developed in response to buyer feedback on how improvements could be made to the PEXA Key app.  This feature will complement the existing what to expect articles, security features and high level settlement tracking. For more information on PEXA Key please visit: https://www.pexa.com.au/pexa-key https://www.pexa.com.au/pexa-key-resources If you have any questions or feedback please feel free to share in the comments below or alternatively email the PEXA Key team on feedback.key@pexa.com.au  Thanks Emily Billing PEXA Key, Product Owner ... View more

Scroll down to watch this 17 min recorded webinar on "What PEXA Key is and how you use it". FAQs on specific topics: General FAQs FAQs - Inviting buyers/sellers to use PEXA Key FAQs - Downloading and registering for the PEXA Key app Read complete versions of the what to expect articles for PEXA Key - attached at the bottom of this article "Introducing PEXA Key" Short videos on what the client sees in the app below: Client registration process Request bank details – client view You can also ask any further questions on PEXA Key in the   PEXA Key discussion forum.  Note: We are currently putting together a brochure on PEXA Key which you will be able to give your clients. We'll let you know when that is available.  ... View more

Below you'll find answers to questions relating to "Requesting bank account details or sharing trust/source account information" from the PEXA Key webinar run on February 19th.  FAQs on specific topics: General FAQs FAQs - Inviting buyers/sellers to use PEXA Key FAQs - Downloading and registering for the PEXA Key app Short videos on what the client sees in the app below: Client registration process Request bank details – client view You can also ask any further questions on PEXA Key in the   PEXA Key discussion forum.  FAQs - Requesting bank account details or sharing trust/source account information   how do I initiate a request for bank account details? How to: First, invite your client to PEXA Key. Then, navigate to   Settlement   screen. Navigate to the   Adjustments and Payments   tab and scroll down to   Payment Directions. Click on   Request Account Details. Request Account Details   screen will show the following: Select the name of your   PEXA Key client   from the list. Enter the   Amount   to be deposited to your clients account at settlement. The amount can be edited later if required. Enter a   Transaction description. This is a description that your client will see in the PEXA Key app and will help identify the request for funds. For instance, Sale11Cairnes. Click   Save. PEXA will automatically send your client a notification via the PEXA Key app, asking them to complete their bank account details. NOTE:   The request will remain open until your client completes their Bank Account details. Once the details are submitted by your client, the line item is automatically updated with their Account details. Click Action cog and select   Create   to move the line item to your destinations, ready for settlement. NOTE:   The line item can be edited at any time leading up to your settlement. do we need to know the amount the vendor will be receiving before we send a request for bank details? An amount is required, but you can add $1 or any amount for the time being and amend it later once you know how much they will be receiving.  if a client enters the wrong bank details through the app, can they be edited in the app? No they can't. The recommended approach is for the practitioner to delete the incorrect details from the FSS and resend a bank detail request task to the client so they can re-enter the correct details through PEXA Key.   Alternatively, the practitioner can amend the line item in the FSS, however the Secure Communication Guarantee will not apply if bank details which have been populated into the workspace from PEXA Key are then amended by the practitioner. Please refer to section 9 of the https://www.pexa.com.au/pexa-key-secure-communication-guarantee  if a client enters their bank details through the app, do I need to call them to confirm the details? No this is not required, however you are welcome to do so.  if the client downloads the app but does not complete the request for bank details task, can we still enter them manually? Yes, even if you send a request for account details, it won't form part of the rest of the destinations or figures in the Adjustments and Payments section until the practitioner has approved the account details.  what happens if I am representing vendors who are separating? can I send separate bank account details? Yes, any individual represented by you (and has a Party record in a Workspace) can be invited to track their settlement via PEXA Key.  In the instance where bank account details must be requested for the same settlement from different parties, you must request each of the bank account details one at a time. If you are requesting multiple bank account details from the same individual client, only one request per client can be sent at a time, so you must wait for your client to submit the first lot of bank account details before requesting the second.  Using the bank accounts submitted, distribute the funds accordingly within the Workspace’s Financial Settlement Schedule. can my client amend my trust account details? No, they can’t change the trust account details via the PEXA Key app. Do we get an alert once the client completes their details? It will be displayed in the Financial Settlement screen. We’re working on getting an update or notification for you to see it’s been completed. after settlement is it possible to use pexa key to reimburse a client any surplus? This isn't available after settlement but it can be used in conjunction with the settlement.  Just add all the trust funds to sources and request the purchaser's account details via PEXA Key, to disburse in the settlement. when will pexa key be available for companies? This functionality will be available in April.  is pexa key available for pexa projects? Not at the moment, but this is a future enhancement we would like to look into.  is pexa key transaction specific or client specific? The PEXA Key app is available to your clients to use for any property transfer transaction they are involved in. The invitation from the workspace allows them to see the settlement date and time for that property as well as giving you the ability to send a task to your client. If your client is involved in more than one property transfer you can invite them to all of the properties they are involved in and they can see them in the app.  Where do I go for technical support on PEXA Key? Please send any PEXA Key questions or support queries via email to our support team on support@pexa.com.au or call 1300 084 515. ... View more

Below you'll find answers to questions relating to "Downloading and registering for PEXA Key" from the PEXA Key webinar run on February 19th.  FAQs on specific topics: General FAQs FAQs - Inviting buyers/sellers to use PEXA Key FAQs - Requesting bank account details or sharing trust/source details Short videos on what the client sees in the app below: Client registration process Request bank details – client view You can also ask any further questions on PEXA Key in the   PEXA Key discussion forum.  Who is PEXA Key available to? The PEXA Key app can only be downloaded by buyers and sellers who have been invited by their practitioner.  FAQs - Downloading and registering for PEXA Key As a practitioner can I download and register for the app? No, you don’t need to download the app. The app is only available to your client/s of a transaction.  You can only access the App if you are a client that has been setup in the PEXA system.  If you haven't been setup within PEXA and the PEXA Key box ticked on the Participants screen then you won't be able to access the app. how do I know my client has registered for the app? When a client has accepted and activated PEXA Key, the PEXA Key icon will appear green next to their name in the Workspace summary screen in the PEXA Workspace. is there face authentication or touch id? We currently offer Touch ID or PIN authorisation and we are working on face authorisation for a future release. what happens if my client is overseas or has an overseas mobile phone number? Only Australian phone numbers will be accepted. If you client is overseas and has an Australian mobile number which can receive SMS then they can register for the app. They will be able to download the PEXA Key app from the Australian app store.  if my client did not download the app, does the link expire and will i have to resend the invitation? No the link will not expire. The client can register for the app at any time leading up to settlement with the email address and phone number you sent the original invitation to. What phones is the pexa key app available on? The PEXA Key app is available on any iPhones and Android phones.  does the app notify clients when settlement has been completed? Yes your client will be notified that settlement has been completed via a push notification. is the pin code allocated available for 24 hours or allocated each time the client logs in? The access PIN is set by the client and can be used to access the app at any time. The two-factor pin that we use to validate their identity is a one time code that only valid for a short period of time when they first register for the app. ... View more

Below you'll find answers to questions relating to "Inviting buyers/sellers to PEXA Key" from the PEXA Key webinar run on February 19th.  FAQs on specific topics: General FAQs FAQs - Downloading and registering for the PEXA Key app FAQs - Requesting bank account details or sharing trust/source details Short videos on what the client sees in the app below: Client registration process Request bank details – client view You can also ask any further questions on PEXA Key in the   PEXA Key discussion forum.  Who is PEXA Key available to? The PEXA Key app can only be downloaded by buyers and sellers who have been invited by their practitioner.  FAQs - Downloading and registering for PEXA Key   is there an additional cost to use PEXA Key? No, there is no cost to practitioners or buyers/sellers. PEXA Key is free for clients to download. is pexa key mandatory? No it is not mandatory. We just recommend it in circumstances where it is appropriate, given the security benefits. how much personal information do clients have to give in order to use the app? Your clients do not need to provide any details to download the app, however they will need to provide their email address and phone number to register with PEXA Key. These details must match the email address and phone number you entered when you sent out the invitation. what happens if there is more than one client as purchaser or vendor? You can invite each person individually in the participants screen. You would send an individual invitation per client.   if i have a simultaneous sale and purchase, does the client have to download pexa key twice? No, not at all. For each of the workspaces, invite your client to use PEXA Key from the participants screen. Once your client has downloaded the app, both properties will show in the app screen and they will receive separate tasks for each. do practitioners need to download the app? No, PEXA Key is only for your clients. Your firm does not need to register or download the app. what happens if the settlement date changes? The date and time will update in the app to show the new settlement date automatically. You will not need to resend an invitation to your clients. do we have to send an invitation to pexa key when we first set up the workspace, or can we do it at anytime during the transaction?  You can invite a client anytime during the transaction. To do this after you have created the party, you will need to edit the party, tick the PEXA Key checkbox and enter your clients phone number and email address. Is pexa key available for companies?  Yes. You can send a PEXA Key invitation when representing an individual or organisation.  Can I resend a PEXA Key invitation if my client's details have changed? Yes, if a client's phone number or email address needs to be updated, you will need to resend a PEXA Key invitation. To do so, you will need to withdraw party representation via the Participants screen and then create the party again and enter the correct details. Note: The invitation cannot be resent be editing the Party Details.  is pexa key transaction specific or client specific? The PEXA Key app is tied to the client. When you send them an invitation to PEXA Key from the workspace they will have access to see that particular property. If they have multiple properties you can invite them to view those also as well as receive any bank detail tasks you ask them to complete.  does the client see anything to do with the workspace No, the client will only see settlement date and the settlement time with an "after" period. A client does not see any conversations or any other information from the workspace.  ... View more

Below you'll find answers to general questions from the PEXA Key webinar run on February 19th.  FAQs on specific topics: FAQs - Inviting buyers/sellers to use PEXA Key FAQs - Downloading and registering for the PEXA Key app FAQs - Requesting bank account details or sharing trust/source details Short videos on what the client sees in the app below: Client registration process Request bank details – client view You can also ask any further questions on PEXA Key in the   PEXA Key discussion forum.  General FAQs PEXA Key   does the settlement date and time show once fully confirmed or as soon as proposed?  The settlement date appears as soon as the client registers into the app, and the time will show as "after XX time".  The client won't receive confirmation of time until the settlement has started. if settlement rolls to the next day do clients have to re-enter everything? No, the client will simply see the new settlement date and time once it has been entered into the workspace. They will not need to resend bank details if they have already done so.  can you share documents via pexa key or just request bank details? No, at this stage you can only request bank details and share trust/source account details. when settlement has completed, does the client have to delete the app? No, they do not need to delete the app but they can if they wish to. can the client share anything from the app to social media? Yes, clients are able to share a screenshot of the settlement date, and the house illustration or settlement illustration. This will not share any personal/confidential information such as email address, phone number or property address.  is there a way to remove a settled property from the app? Not at the moment but we’re looking at this and would like to get it in the app sometime soon. Do we get an alert once the client completes their details? It will be displayed in the Financial Settlement screen. We’re working on getting an update or notification for you to see it’s been completed. what if a client changes their phone during settlement? A clients registration is based on the clients email and mobile number. If this remains the same then they will be able to use any android or iOS device to use PEXA Key.  Where do I go for technical support on PEXA Key? Please send any PEXA Key questions or support queries via email to our support team on support@pexa.com.au or call 1300 084 515. ... View more

Hi Community,  The PEXA Key team really value the feedback we receive from practitioners and buyers & sellers as this helps us to continuously improve and deliver a great experience. The below changes are now live in the PEXA Key app. To read more on PEXA Key please see here.  What has changed? We have changed how settlement time is displayed to your client in the PEXA Key app .    There have also been minor changes to the what to expect articles and the PEXA Key terms and conditions. Why? Some practitioners, homebuyers and sellers suggested  we  re-look at how  the PEXA Key app  displays settlement times to acknowledge that sometimes, settlement times may shift by an hour or so.  In response, the PEXA Key team  have made  changes to how the settlement time is displayed in the app for buyers/sellers, helping to better manage client expectations if a settlement  rolls .  It addresses any concern when a settlement rolls into the next available slot and ensures that your client does not experience any anxiety if the time changes .   What do these changes mean for your clients?   Any clients who have the latest app version, will now see their settlement time preceded with “After”  e.g.  After 12pm.  Once the Workspace reaches  ready/ready the app will update to show the confirmed settlement time. No push notification will be sent to the client at this time.  If a Workspace does not get to a ready/ready status and rolls, the app will not update the time, and the client will not know that settlement has moved out.  Previous display:    New look:    Settlement time in the app will be preceded with “After”.   Note:    If settlement time rolls within the same day, there will be no notification to the client . Once the Workspace is in ready/ready the app updates to show the confirmed settlement time.    As per current functionality once the Workspace starts to settle the client will receive a push notification that settlement has started.    What does this mean for you?   This change does not affect the invitations  or tasks  you send out to your client. You can continue to use PEXA Key as you do.    What else have we changed in the app?   Changes to PEXA Key terms and conditions:    We have made amendments to the T&Cs for  clients  using the app to be clearer that PEXA will not disclose your client's personal information to any third party without their express consent  (e.g. if they expressly opt-in to receiving marketing material from within the PEXA Key application).     Updates to "What to Expect" articles :   We have removed some content from the What to Expect  articles and  introduced WA specific content.  You can download the full list of what to expect articles in the Community  article Introducing PEXA Key.     If you have any questions or comments, please leave them below. Thanks, Emily, PEXA Key product owner ... View more

PEXA Key is a new secure free app for clients through which bank account details required for settlement can be exchanged and clients can track their settlement’s progress. Since we launched in August, over 6000 properties have settled using PEXA Key! So what are your peers and clients saying?  Your peers are enjoying the security benefits of collecting bank account details in PEXA Key, which mitigates the risk of this sensitive information being compromised by email or telephone Buyers and sellers appreciate the high level updates on their settlement in the app From Lawyers and Conveyancers: "I love the safety of providing Trust Account details without fear of fraud" "Keeps the client informed and makes them feel more involved with the matter as it goes. Keep working on it more and more." "I like the fact that clients know immediately what is happening with their settlement. I also like the ability to obtain bank details securely from clients" "Keeps the client informed and makes them feel more involved with the matter as it goes" "I think the app is fantastic" "Clients being notified immediately after settlement has occurred is fantastic" From buyers and sellers: "It was very helpful and easy keeping up to date" "It was great to know exactly what to expect and to see everything happening in real time. All the additional info was great too." "Having full update of the date and time of settlement" "Upcoming tasks would be helpful if they are known ahead of time" "Links for agent to give them confirmation of completion" "Clearer understanding of how settlement day will happen for a first home buyer. I’m a first home buyer and not familiar with how this all works" "Easy app to navigate" Demo videos and assistance with PEXA Key You can find more information on the PEXA Key FAQs Short videos on what the client sees in the app: Client registration process Request bank details – client view If you have any questions, please ask them in the PEXA Key discussion forum.  Thanks, Emily Billing Product Owner, PEXA Key ... View more

In this short 30 sec video, you can see what the client sees when you send a bank account detail request to them through the app.  ... View more

In this short 1 min video, you can see how a client registers for the PEXA Key app.  ... View more

Hi Community, We're seeking your feedback on PEXA Key, a  settlement app for buyers and sellers which offers high-level settlement tracking and importantly, a secure way to communicate bank account details. Further FAQs and details here.  I would love to hear your thoughts on the app. If you're inviting your clients to use it, how are you finding it? What type of feedback are you hearing from clients etc? If you haven't tried the app yet, why might this be? What key challenges or questions do you have about the use of PEXA Key? Thanks for your time! Emily Product Owner, PEXA Key  ... View more