About BrettCS

BrettCS

Hi @DMc Good question...it would behave exactly as if you directly entered a nominated account in the destination line item that doesn't allow EFT. I'll check with you on how this works in Exchange now with our Settlements team and get back to directly. Thanks Brett

BrettCS · ‎04-07-2019

Hello @Claudia11 Thanks for taking the time to send through your feedback. Sorry to hear your client has encountered thus issue. I'll send you a direct message for some of the details. Your client should be able to manually enter an address in the app if it can't be found with in the quick property list. I'll have a look at the design again to ensure it's as clear as possible. Thanks Brett

BrettCS · ‎25-06-2019

Thanks @DMc Yes, we're currently restricted to Australian app store. We're looking at improving how we label the call to action buttons on the first screen. And yes, a re-invite button would be very much something we'd like to include. The process at present is a bit cumbersome and as you mentioned, will un-sign any signed documents. The History is also something we are right now looking into and will endeavour to improve in a coming release. Thanks heaps for your feedback, Brett

BrettCS · ‎21-06-2019

Hi @mikaelagibb We are in the final stages of our pilot for PEXA Key, and confirmation of our launch date will be sent out next week... Thanks for your interest, and we're excited about bringing this solution to all of our members very soon. Thanks Brett

BrettCS · ‎19-06-2019

Hi @DMc We have considered organisations, yes. It is something we are keen to investigate further, but it's probably not in the immediate future. I'll be in touch when we start to look at the design, as there are a few considerations we would like validate. Thanks for your question, Brett

BrettCS · ‎12-06-2019

Hi @DMc We're working on buyer bank account request as we speak. Hopefully will be up and running soon. Thanks, Brett

BrettCS · ‎20-05-2019

Great recommendation @Claudia11 This is very similar to some other feedback we've heard from clients around some more details on settlement day. We are collecting this type of feedback, and it's helping us prioritise what improvements can be made to the app to improve the experience for buyers and sellers. We really appreciate you taking the time to send this through. Please feel free to send further comments or feedback at anytime through to feedback.key@pexa.com.au Thanks, Brett

BrettCS · ‎20-05-2019

Thanks @angemcm , Thanks for informing us...I'll be in touch with you directly and we'll do some further investigations on this for you. We map our settlement times from PEXA Exchange, so it should be a direct representation of what's in the workspace. Any change to that date and time is shown to your client. Thanks, Brett

BrettCS · ‎30-04-2019

Hello @DMc I'll be in touch and I'll get you into the pilot this week...thanks for your interest. Based on feedback from our current pilot group, and once we include the ability to send Trust and PEXA Source account to clients post R10, we'll look at switching all subscribers over to PEXA key. Thanks Brett

BrettCS · ‎29-04-2019

Moving from SettleMe to PEXA Currently, we have PEXA Key in pilot for a small group of members. More details on PEXA Key and the pilot. If you are included in our pilot, and PEXA Key is switched on for you, the PEXA Key option replaces the SettleMe option on the Party screen. If you have been using SettleMe and have some clients that are already on and using SettleMe, they are not impacted. However, any new clients you wish to invite will be invited to PEXA Key. This is to help avoid any confusion for your clients. IMPORTANT NOTE: If you wish to transition a client from SettleMe to PEXA Key, you must follow these steps: Withdraw representation of the Party record Edit the Party record Select I represent this party Complete the Party details Select PEXA Key checkbox Enter mobile number and email address Click Save Eventually, PEXA Key will completely replace SettleMe, once we've gathered feedback as part of our pilot and responded with new enhancements. More details will be communicated here once we start the process of decommissioning the SettleMe solution.

BrettCS · ‎28-02-2019

Hi @DMc Currently, you can only invite Individuals to both SettleMe and PEXA Key. We have started to think about how companies can be involved, but we nothing further than some early exploration. Multiple people, as long as they are represented as party records in the workspace, can be invited. Thanks Brett

BrettCS · ‎30-08-2018

Hello @ShaeKelly Great recommendation. We'll look into this idea a bit further as a solution to help ensure the account or Bpay details are entered correctly for destination line items. Thanks for taking the time to send your feedback in, much appreciated. Thanks again, Brett

BrettCS · ‎14-08-2018

Hi @JOANNA1 Just to double check, have you switched to the correct role, before you edit the party and select your representation? You'll see the role on the top left menu bar, and to switch your role, navigate to the Workspace Settings. Let me know and I can help investigate any other reasons why this maybe happening for you. Thanks Brett

BrettCS · ‎24-07-2018

Hi @meghassall2305, The PEXA workspace retains all of the data and you can reference that at any point in the future. Depending on what type of data you would like to export to your filing system, you can use some of our report functionality. We also have integrations with a number of practice management solutions which may help depending on what type of file system you are using. We don't have an "export all workspace content" function at present. We have received feedback around this type of workspace export functionality, but we haven't investigated this any further at this point in time. Please let me know if you have any further notes or questions. Thanks Brett

BrettCS · ‎04-07-2018

Hi @jgusew Is this still happening for you? I've checked in a few test environments and it appears to be displaying correctly. Let me know and if necessary I'll have one of our tech experts to check for you. Thanks Brett

BrettCS · ‎06-06-2018

Thanks for the feedback @DMc I've been informed that this was an issue with your certificate caching that has thankfully now been resolved. I do appreciate you bringing this to my attention, and I will now look at the way such messages are worded. I'm gathering together all such messages and will endeavour to make them a lot more user friendly. Thanks, Brett

BrettCS · ‎28-05-2018

Hello @MatthewMadigan Thanks for that feedback. We are looking into this for you now and will endeavour to switch it off remotely for you. And for our future releases, we will also look at disabling these introduction sliders for anyone on IE versions below IE11. We'd always recommend using the most up-to-date browser versions to get the most out of our new enhancements, but we are also very aware of the challenges of updating software in large organisations like yours. Thanks Brett

BrettCS · ‎24-05-2018

Hello @Jessica_Tran It looks like the fact you couldn't edit the transfer has led to some issues on the Documents screen, including document verification. You shouldn't require multiple transfer documents for the one transaction, as both parties (incoming proprietor and proprietor on title) should have the ability to view and edit. See screenshot: As it appears you now have multiple transfer documents, your exact situation is probably best to be answered with a call to our Support Centre. Thanks, Brett

BrettCS · ‎21-05-2018

Hi @BGoodwin Good to hear. Sorry, I made the assumption that you were already in the Administrator Tools> Manage Subscriber Details > Financial Accounts screen. I'll be more specific next time around. I agree, it's not as intuitive as it can be, and we've got it on our list to review and improve our Admin Settings screens. Thanks for the feedback. Thanks Brett

BrettCS · ‎21-05-2018

Hello @BGoodwin For frequently used accounts, you will have to create a new account record. You can then delete the old account if required. Hope this helps. Thanks Brett

BrettCS · ‎21-05-2018

Hello @samthatcher Thanks for your question. All of the details are on title activity checks are located here in this article: Title Activity Checks This article documents all of the automatic activity checks that happen for a title added to a workspace. When the title is first added to the workspace; details of any recent activities are returned with the title information. This is a list of any activities 60 days prior to the date the title is added to the workspace. You can also run a manual activity check anytime up to settlement via the Land Titles screen. So these activity checks should give you confidence with your transaction right up to settlement, indicating any registry activity for the title. Hope this helps answer your question. Thanks Brett

BrettCS · ‎09-05-2018

Hi @DMc We'll look into this for you. As it appears you are all setup correctly, please click "dismiss" and you shouldn't see this message again. I'll let you know once we track down the fix for this. Thanks Brett

BrettCS · ‎16-04-2018

Hello @Nicholsons1 I'm pleased to tell you that the Incoming Mortgage can view the Transfer document in a workspace. This change was introduced in Release 7 and is documented in our release notes. "Members in the role of the Incoming Mortgagee will be able to view the rendered Transfer document once it has a document status of Prepared. This will allow the Mortgagee to view the consideration and ownership percentage that the solicitor included in the Transfer document. This will assist them in verifying that these details match that of the loan agreement." That being said, we are keen to followup to understand the requests you have mentioned, in-light of the above functionality. Thanks Brett

BrettCS · ‎16-04-2018

Hello @JenSan, Thanks for your follow-up. If financial settlement has been added in error to a workspace that doesn't require it, you can remove settlement. From the Financial settlement screen, you can remove settlement. Note: This function can only be performed in a workspace where no documents and financial line items exist. So essentially, it caters for the scenario whereby financial settlement has been added to a workspace in error and hence can be removed before too much work has been performed in the workspace. Depending on your scenario, this may or may not be what you are looking for? Thanks Brett

BrettCS · ‎26-03-2018

Hello @AlexHorsfield Thanks, great feedback. I will look into this in a bit more detail and investigate how this view could be improved. We do have the Outstanding tasks filter on Your Dashboard, as outlined below: But I do agree, a quicker way for you to focus on what tasks are outstanding would be very helpful, especially when viewing the Active workspaces. Thanks again for your feedback, Brett

BrettCS · ‎22-03-2018

Hi @TheDoctor Yes, great idea. We'll look into this, as your suggestion definitely makes a lot of sense. I'll investigate a possible solution: We could place a list on our community, the PEXA website, or even via our new dashboard "PEXAplus", which is in development as we speak. I'll follow-up with the team and see what can be done. Thanks for the feedback, Brett

BrettCS · ‎19-03-2018

Hello @MathewJames Thank you for your question. At present, a discharge authority is completed outside of PEXA. Each discharge authority is unique and is dependent on the outgoing bank's specific requirements. To assist in the discharge authority process, we have functionality in PEXA that allows you to upload the completed discharge authority into your workspace using the Files screen and also indicate via the Workspace Summary screen, that the forms have been signed and sent through to the bank. I hope this helps. Thanks Brett

BrettCS · ‎15-03-2018

Hello @SRJ, Great news about your first purchase settlement tomorrow. First, can I ask you, if you have access or your subscriber manager, to check your user permissions. Go to Administration tools > Manage users > and edit your record. Under the profile setup section, ensure you have the correct permissions, including trust account authorisation and verification permissions. Let me know how you go. If required, we can follow up further with the support team. Thanks, Brett

BrettCS · ‎28-02-2018

Hello @EBMorrison Yes, a "standalone transfer" refers to a transaction where there is only the Transfer of Land document lodged. In simple terms, the most common form is a cash transfer where a buyer is paying cash and there is no existing mortgage on title (clear title) More details can be found in the Industry transformation Mandate Dates article, and this includes Registrar announcement links for each state, including the details for Victoria for March 1. Hope this helps. Thanks Brett

BrettCS · ‎20-02-2018

Hi @DMc We're looking into this feedback, as we've heard it a few times before. At present, there is no visibility to workspaces that you have declined. A simple overview of the workspace, and when you declined the invitation would be useful. I'll review this a bit further and get back to you if any future developments are planned. Thanks Brett

About BrettCS

Re: Introducing PEXA Key

Re: Introducing PEXA Key (pilot)

Re: Introducing PEXA Key (pilot)

Re: PEXA Key

Re: Introducing PEXA Key (pilot)

Re: Transition from SettleMe to PEXA Key

Re: Introducing PEXA Key (pilot)

Re: Introducing PEXA Key (pilot)

Re: Transition from SettleMe to PEXA Key

Transition from SettleMe to PEXA Key

Re: Introducing PEXA Key (pilot)

Re: Confirming Destination References/Details

Re: Edit Party won't let me select I represent thi...

Re: Exporting PEXA data

Re: Statement of Adjustments - options Greyed Out

Re: Enable Push Notifications

Re: 'welcome to PEXA release 8' pop up

Re: Document Verification Results

Re: PEXA Release 5.1.1 - 3 April 2017

Re: PEXA Release 5.1.1 - 3 April 2017

Re: final search

Re: Enable Push Notifications

Re: PAPER TRANSFER REQUESTS FROM BANK

Re: Ability to add/remove FSS from a workspace

Re: Dashboard Functionality Idea

Re: How do I create a discharge authority?

Re: How do I create a discharge authority?

Re: Verification and Authorisation of Source funds...

Re: Standalone Transfers with a paper title

Re: Invitation notes