About EmilyBilling

Hello Community,  A few of you may have noticed this new symbol  next to some of your peers names, these are our 2018 Community Superusers, our superstars of the e-conveyancing Community :)  @goolwaconveyancing @BGoodwin @LawyersConveyancing @jgusew @LG @nicolalambrakis @TheDoctor @DMc @Morri @Clara Last Thursday and Friday we hosted 8 of the 10 Community Superusers at the PEXA office in Melbourne. The group arrived in Melbourne from all around the country Thursday afternoon before meeting @TJ, @AnnaHardie, @HeatherC, @GeorgePolus, @Marty and myself for a night of food, drinks, and painting! What masterpieces... Frog Genius Friday was a big day, with a special Superuser morning with coffee, passionate conversation between the group, a workshop with our Practitioner team to learn about the Agile way of working, a future of Community discussion, chat with our Chief Product Officer on the future of PEXA, and finishing up with an Artificial Intelligence   presentation! After lunch the group joined over 100 members who attended the   PEXA Member Open Day, and participated in a PEXAplex tour, product marketplace and more. It was such a high energy day, and we are so lucky to have this group in the office! I know our teams loved meeting you all, and putting faces to the community avatars and nicknames we all engage with :)  Say a big hello if you see a superuser in the Community and you never know who might be next in the superuser list! The Superusers with PEXA CEO Marcus Price Cheers Em ... View more

Suncorp/FMS have provided the following information and tips when completing a transfer as vendor or purchaser with them. Please let us know in the comments if this is helpful, and if there is further information you'd like added.    Transfer - Sale (Mortgagee on Title) How to initiate a Sale Request Please provide or advise the client to complete and send the completed Discharge Authority to Suncorp via email: Release.Authorities@suncorp.com.au  Note: Please advise your customers to contact their respective Suncorp banker/relationship person to initiate the Sale request. The Discharge Authority form must be completed in full and executed correctly   PEXA Invitation Request Please ensure the PEXA invitation is sent as early as possible or at least 15 days prior to settlement Settlement days set shorter than 15 days may impact settlement time Preferred Settlement times: (AEST) 11am – 3pm (All States)   Suncorp Payout Process Final Payout Figures are confirmed on the morning of settlement by 10am. Please do not escalate unless final payouts are not in the PEXA workspace post 10am the day of settlement.  Surplus Funds Suncorp do not take surplus funds for PEXA transactions.    Transfer - Purchase (Incoming Mortgagee)   How to initiate a Purchase request: To avoid settlement delays please ensure an invitation request has been sent as soon as possible or at least 15 days prior to settlement and all the relevant customer information is provided up front. Information required on a PEXA invitation: When sending an invitation please include as much information about the customer/transaction as possible and as a minimum include the following: Full name of the customer Address of property Application number/reference number Note: Suncorp will accept all invitations by default and will request additional information via a conversation if a customer file cannot be located. Preferred Settlement times: (AEST) 11am – 3pm (All States)   Transfer of Land (TOL) Please ensure the TOL document is prepared as soon as possible, preferably at the time of workspace creation, or at least 5 business days prior to settlement and must be satisfactory to progress to booking stage.    Total Funds Required for Settlement  Any funds over and above funds available at settlement should be collected by the purchases solicitor to be added to the source funds.    Shortfall of Funds Shortfall position should be based on funds available vs funds required. Suncorp does not have the ability to direct debit the customer’s account for shortfall scenarios.      Day of Settlement Please have your documents and your adjustments on the financial settlement schedule finalized and signed at least 4 hours before settlement. Any amendments made to the financial settlement schedule (post Suncorp or practitioner adjustments being signed off) will result in Suncorp needing to re-confirm loan proceeds available which could cause settlement delays. ... View more

Hey Community, this morning we have updated the top navigation bar login experience. The new App menu allows you to quickly jump to PEXA Workspaces. This new navigation and app menu look and feel will also go live in PEXA on April 16 with Release 7.1.2 so you'll be able to more easily access the Community from PEXA. Please Note: If you are having any difficulties viewing this change, please clear your cache/browsing history and the new changes will appear.  Logged out view   New App Menu   Logged In View Let me know if you have any questions,  Thanks Em, Community Manager PEXA   ... View more

Hi Community members,  Join PEXA CEO @MarcusPrice on the couch for our new 5 in 5 segment! Filmed monthly, Marcus will respond directly to your questions in a brief fireside chat with lauded Australian journalist Stephen Feneley. So whatever’s on your mind, Marcus is here to give his views and perspective. To have your question asked, post below and we’ll select five for Marcus to answer. P.s. While he may only have five minutes to respond to five questions, we’ll do our best to make sure things get answered directly even if they don’t make the segment. The first edition of 5 in 5 with Marcus Price launches through Community on Tuesday 27 March – we can’t wait! Ask away! ... View more

Hi Community,  Last week our training team @nicholabaker and @JemmaHirst ran two webinars on Transfers 101. Watch them below: Learn how to complete a transfer as the Proprietor on Title   Learn how to complete a transfer as Incoming Proprietor ... View more

Please find all help topics related to caveats and withdrawal of caveat.  How to create a caveat (all states)  Withdraw a Caveat Caveat claims and prohibitions  Caveat and withdrawal of caveat flowchart   ... View more

Our practitioner product team! We'd love to invite you to be part of our first PEXA Member Product Panel!  Please note: At this time we're only looking for lawyers and conveyancers who are PEXA members.  The purpose of this community group is to facilitate a more direct communication channel between our product teams who are developing the PEXA platform and you, our members. We’ll regularly request your input on enhancements we’re working on. We might ask what features you’d like to see in a particular upcoming enhancement, or post some screen mockups and ask which layout and flow you prefer. Your contribution will help shape the PEXA platform, making it a more user friendly and intuitive system for all members. You'll need to be registered on the Community to participate. If you're keen please leave a comment below or like this post. We'll be in contact with you shortly to invite you into the group :)   Cheers Emily @Marty ... View more

Please find information on discharge authority preferences for financial institutions listed below.      ANZ Channels (PEXA Transaction) Email/FAX/Doc Hub Email Address releasesdava@anz.com Form can be accessed from NZ discharge and variation authority form:   https://pbf.global.anz.com/Pages/Index.aspx?strWord=120405&strNum=1 BOQ Channels (PEXA Transaction) Upload via Doc Hub Email Address BCSC.Pexaoutgoingreleases@boq.com.au Form can be accessed from Form provided by BOQ /VMA Lender – Uploaded to Doc Hub CBA - RETAIL Channels (PEXA Transaction) Email and/or Doc Hub Email Address cbadischarges@cba.com.au Form can be accessed from Online form available on Commbank website   https://www.commbank.com.au/digital/home-loan-forms/mortgage-discharge/start CREDIT UNION AUSTRALIA Channels (PEXA Transaction) Upload via Doc Hub Email Address N/A To be provided via Doc Hub ONLY Form can be accessed from Form provided: - By CUA Lender, - Uploaded to Doc Hub (blank copy provided in all instances) NATIONAL AUSTRALIA BANK Channels (PEXA Transaction) Email and/or Doc Hub Email Address Discharge.authority@nab.com.au Form can be accessed from Nab.com.au/dischargeauthority Note: NAB's Transfer Checklist can be found here. P&N BANK Channels (PEXA Transaction) No online form, Customer/Broker notifies P&N Bank of discharge, P&N follow up with the customer Email Address securities1@pnbank.com.au Form can be accessed from Contact P&N RAMS Channels (PEXA Transaction) N/A Email Address Full_Discharge_Enquiry@ramsservices.com.au – enquiries & bookings Form can be accessed from By contacting RAMS on 13 7267 TEACHERS MUTUAL BANK LIMITED Channels (PEXA Transaction) Email or Doc Hub (upload DA form in PEXA) Email Address Security.variation@tmbank.com.au Form can be accessed from Access “Request to release security property” form from   https://www.tmbank.com.au/~/media/loans/home-loans/pdf/request-to-release-security-property.ashx WESTPAC – RETAIL Channels (PEXA Transaction) Email Email Address securityvariations@mortgage.westpac.com.au Form can be accessed from www.westpac.com.au/release Note: Westpac's Transfer Checklist can be found here. ... View more

ANZ have provided the following information and tips when completing a transfer as vendor or purchaser with them. Please let us know in the comments if this is helpful, and if there is further information you'd like added.    Transfer - Sale (Mortgagee on Title)   How to initiate a Sale Request Please provide or advise the client to complete and send the completed Discharge Authority to ANZ. A: via email: releasesdava@anz.com B: Attach a copy of the Discharge Authority into the PEXA Workspace when invitation is sent or as soon as possible   PEXA Invitation Request Please ensure the PEXA invitation is sent as early as possible or at least 15 days prior to settlement Settlement days set shorter than 15 days may impact settlement times Preferred Settlement times: (AEST/AEDT) 11am – 3pm  (All States)   ANZ Payout Process Indicative payout figures are confirmed within 3 business days prior to settlement (including business files) Final Payout Figures are confirmed on the morning of settlement by 10am Please do not escalate unless final payouts are not in the PEXA workspace post 10am the day of settlement Note Payout Figures added to a workspace are indicative until the financial settlement schedule has been signed off by ANZ Business Customers - Business Bankers must confirm payout figures on the morning of settlement which could delay final payout figures being added or finalized by 10am on the morning of settlement Surplus Funds ANZ preference is for the practitioner to manage any surplus funds in PEXA   Transfer - Purchase (Incoming Mortgagee)   How to initiate a Purchase request:  To avoid settlement delays please ensure an invitation request has been sent as soon as possible or at least 15 days prior to settlement and all the relevant customer information is provided up front.   Information required on a PEXA invitation: When sending an invitation please include as much information about the customer/transaction as possible and as a minimum include the following: Full name of the customer Address of property Application number/reference number Note: ANZ will accept all invitations by default and will request additional information via a conversation if a customer file cannot be located.   Preferred Settlement Times (AEST/AEDT) 11am-3pm All States   Transfer of Land (TOL) Please ensure the TOL document is prepared as soon as possible, preferably at the time of workspace creation, or at least 5 business days prior to settlement   Funds Available for Settlement  ANZ will update source tab with loan funds available.  This amount will include all financed fees applicable to the transaction.  Note: If any fees are not financed a conversation will be sent with the total amount of the unfinanced fees.   Total Funds Required for Settlement    If the Customer has provided authority instructions the account details will be updated in PEXA when ANZ has accepted settlement date Please provide total funds required for settlement as soon as possible or ideally 2 days prior to settlement   ANZ Loan Proceeds Loan Proceeds will be finalized and confirmed by ANZ at least 2 hours prior to the scheduled settlement time unless otherwise indicated.   Shortfall of Funds ANZ will confirm the shortfall amount via conversation upon completion of the funds required field.    Day of Settlement Please have your documents and your adjustments on the financial settlement schedule finalized and signed at least 4 hours before settlement. Any amendments made to the financial settlement schedule (post ANZ or practitioner adjustments being signed off) will result in ANZ needing to re-confirm loan proceeds available which could cause settlement delays.   Please leave a comment or question below if you have found this useful, or if you would like further information.  ... View more