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What is PEXA Key? PEXA Key is the new settlement app for buyers and sellers.  The app offers your clients high-level settlement tracking and a secure way for sellers to provide bank account details.   Website For more details and links to App store and Google play stores, head to: https://key.pexa.com.au/   (Pilot note: PEXA Key is currently in pilot with a small group of interested members. Based on feedback, we will continue to enhance before releasing to the wider group. When swtched on, PEXA Key will replace SettleMe. and include features and enhancements based on your feedback.)   Invite Your clients to PEXA Key Request Bank Account details with PEXA Key My clients view of PEXA Key FAQ     Invite Your Clients to PEXA Key   In PEXA Exchange, first ensure you create a new party record for your client (or edit an existing Party record) via the Participants Screen. With the Party screen open, ensure “I represent this party” is selected and add the party details.   Select the checkbox alongside - “Send my client an email and SMS on my behalf inviting them to monitor their settlement and securely send account details through PEXA Key”. Enter their mobile phone number. Enter their email address. Click Save. PEXA will automatically send your client an email and SMS inviting them to PEXA Key on your behalf.   IMPORTANT NOTE: Ensure the mobile number and email address details are correct. You won’t be able to update this information after saving (for security reasons). NOTE: PEXA Key is only available for Parties who are set up as individuals (i.e. not in a company name).    Request Bank Account details with PEXA Key   First, invite your client to PEXA Key . Then, navigate to Financial Settlement screen. Select  under the Destinations section. On the Request Account Details screen: Select the name of your PEXA Key client from the list. Enter the Amount you are expecting to be deposited to your clients account at settlement. This 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.     My Client’s view of PEXA Key Invitation   Following your selection on the Party screen, an email is sent explaining PEXA Key. An SMS is also sent with a direct link to the correct app store for your client’s phone. NOTE: Both the email and the SMS clearly display your Subscriber name.   Activation Following an email and SMS invite, your client can install the PEXA Key app via either Apple store or Google play. To activate their account, your client can follow a few simple steps: Enter email address and mobile number We’ll send an activation code for them to confirm Enter a password Enter quick access PIN Confirm the address of the property they are either buying or selling   Property Lists If your client is transacting on multiple properties, for instance they are buying in one workspace and selling in another, they will be able to monitor these multiple properties in PEXA Key.   Property Page Following activation of their account, your client will see a Property landing page. The Property landing page displays: The settlement date and time Any outstanding or completed tasks The Subscriber’s name and ability to contact their representative via the phone number stored against the Subscriber’s account   Bank Account request   Initiating a bank account request in a PEXA workspace sends your client a notification. Selecting the notification takes them to the Property screen in PEXA Key.   The outstanding task asks for bank account details to receive surplus funds. The client is asked to enter the bank account details, including Account name, BSB and Account number. The confirm screen helps ensure they have entered the correct details.  Note: The client cannot edit the account details once they have been submitted. They can only be updated via the Financial Settlement/ Destination screen in the PEXA Workspace if so required.   What to expect articles The PEXA Key app includes What to expect articles. These articles provide answers to frequently asked questions and include high-level overviews of milestones and important terms involved in the settlement process. What to expect - Preparing for settlement How does settlement work? How is my bank involved in settlement? How does stamp duty work? What happens with the buyer’s deposit? How is ownership transferred? What do I need to know about insurance? What to expect - Final Checks What happens at the final inspection? How are funds transferred? What is the statement of adjustments? It’s an investment property, what do I need to do? What to expect - Settlement day What happens on settlement day? What happens if my settlement is delayed? What happens when the property settles? Note: The articles do not include any specifics about your client’s transaction.   Settlement Count down Closer to settlement, the PEXA Key app counts down towards your client’s big day. Your clients receive simple updates: one week out from settlement on the day of settlement day once settlement has started once the property has settled Settlement delays If for some reason, the workspace is not ready at settlement, the settlement time will rollover to the next 30 min timeslot. If your client is watching settlement in the PEXA Key app, they will see the time change. They can also review the “What happens if it is delayed?” article. Note: If your client does not have the PEXA Key app open, we will not send a push notification for settlement rollovers. Buyers and sellers can stay informed via the Property landing page, which displays the most up-to-date settlement date and time. Once the workspace moves to the next settlement time, and is ready, settlement will start. The PEXA Key app then sends a notification and the Property screen moves to Settlement started.   FAQ What does PEXA Key do? PEXA Key is the new property settlement app for buyers and sellers. The mobile app provides a secure way for sellers to confirm bank account details and allows your clients to track their property settlement through to completion.  Invite clients today so they and your business can benefit from secure communication and instant updates. What doesn’t PEXA Key do?   It doesn’t display specific details from your workspace It doesn’t display status of documents, or the overall status of the workspace It doesn’t display financial information It doesn’t push too many details to a client, but keeps them updated on the settlement date and their pending settlement It doesn’t share documents What about SettleMe? 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.   Eventually, PEXA Key will completely replace SettleMe, once we've gathered feedback as part of our pilot and responded with new enhancements.   How do I send feedback? Please send all comments and feedback to feedback.key@pexa.com.au   ... View more

A Push Notification is a call-out that appears when events occur in the PEXA system.   These notifications are displayed for you, irrespective of the page you are currently on. This importantly notifies you of changes that are happening across all of your workspaces, and allows you to be kept up-to-date of processes that were previously happening in the background.   Push Notifications for Signing  Efficient signing has been introduced to help speed up the process of signing your documents in PEXA.   With efficient signing, you no longer have to wait for the Signing to complete before continuing to use PEXA. This speeds up the process and ensured that you’re not sitting watching the “Please wait while we process your request” message.    NOTE: Pilot release: This functionality is being enabled for a select pilot group in Release 7.1. If you would like to be included in this pilot group, please comment against this article or contact your PEXA Account manager for more assistance.   Push notification and the new signing process: When Signing, PEXA returns you to the Documents screen and you will notice a “Document signing in progress” banner. You can continue using PEXA. When the Signing is complete you will receive the Notification. Once Lodgement Verification is complete, the Documents screen refreshes automatically.     Additional signing statuses Signing couldn’t be completed If Signing was partially successful, the Notification will appear as a Warning and a different colour shading If Signing cannot complete (for example, Certificate is expired), the Notification will appear in red and you’ll need to close it.   Troubleshooting Push Notifications   If you see the following “Push Notifications” message displayed in your browser, please follow the steps below to troubleshoot the issue.   To troubleshoot your Push Notification issue, we recommend you run two tests: Test Websockets Test Cross-Origin resource Sharing (CORS)     1. Test Websockets WebSockets is an advanced technology that makes it possible to open an interactive communication session between your browser and our servers. Your browser must support websockets for the Push Notification feature to be available. Browser compatibility The following website will list all browsers that support websockets:   http://caniuse.com/#feat=websockets . Steps: Load the website https://www.websocket.org/echo.html in the Browser you use for PEXA. In this example, we are using Chrome, and the browser supports websockets.  In this example, we are using Internet Explorer version 8, and the browser is not supported. If unsupported, please visit https://pexa.com.au/soe for minimum SOE requirements to use PEXA.   Check connectivity to validate there is no firewall or proxies blocking the connection. Check the `Use secure WebSocket (TLS)` Click `Connect` In the Log window, a Connected message should be seen Send a Message (use the default) Check the Log window, for the SENT and Received message If you successfully completed these steps, your Browser can establish a WebSocket connection.  If you still have issues with accessing then please please review your network configurations and firewalls. 2. Test Cross-Origin resource Sharing (CORS) Cross-Origin Resource Sharing (CORS) capability is also required for Push Notification to work properly. Follow the steps below to verify if your network environment supports CORS: Steps: Load the website http://test-cors.appspot.com/#technical in the Browser you use for PEXA. This website will test CORS capability in your network environment by submitting various testing requests to a server of a different origin. If it’s successful, you should see results with ticks across all the tests as below: ... View more