Last updated: 5 September 2019 Jurisdiction: VIC Additional Resources: Help Card
Overview
From lodging Land Registry documents to completing settlements electronically, PEXA is a fast, safe and efficient digital solution. This step-by-step guide shows you how to complete a transfer when you're representing a vendor.
Note: A downloadable transfers help card is available to be downloaded at the bottom of this article - PEXA Transfers Help card .
On this page you'll learn how to:
Create a new transfer workspace
Review land titles online
Confirm representation of a party
Invite participants
Create supporting jurisdictional documents
Complete and sign the Financial Settlement Schedule (FSS)
Video
Steps
VIC TRANSFERS - REPRESENTING A VENDOR
Launch the interactive tutorial here.
Use the following steps as a guide to completing a transfer with financial settlement in PEXA representing the purchaser in Victoria. A flow chart of the transfer process can also be downloaded at the bottom of this article.
Either: Create a New Workspace
Click Create New Workspace.
Jurisdiction = VIC
Role = Proprietor on Title
Land title(s)
Subscriber Workspace Reference
Request land title data now
Primary Default Workgroup
Financial Settlement Date and Time
Click Save.
or, Accept an Invitation
Click Invitations.
Review the Invitation sent from the Incoming Proprietor.
Select Accept.
Enter your Subscriber Workspace reference (your unique identifier for the workspace, e.g. matter number).
Review Land Titles
Navigate to the Land Titles screen.
Review the land title details returned from the Land Registry (including proprietors on title, any existing caveat or mortgage details).
Confirm Representation of Party
Navigate to the Participants screen.
Locate the Proprietor on Title parties.
Select Edit Party to display the Party screen.
Ensure I Represent this Party is selected
Enter client details, including date of birth and address details.
Click Save.
Note: This step confirms your representation and ensures the party details are correct. Complete this step for each proprietor you represent.
Invite Participants
Select Participant and then Invite Participant.
Invite Incoming Proprietor: Invite the PEXA Subscriber who is representing the Incoming Proprietor (if not already in the Workspace).
If the title is encumbered, invite Mortgagee on Title.
Monitor the Incoming Proprietor’s Completion of Tasks
The Incoming Proprietor should:
Accept your invitation
Create Party
Invite Incoming Mortgagee
Create Transfer
Edit Notice of Acquisition
Verify Stamp Duty
Note: If you are representing the Purchaser, refer to Completing a Transfer Representing the Purchaser.
If the Title is Encumbered, Monitor Mortgagee on Title’s Completion of Tasks
The Mortgagee on Title should:
Accept your invitation
Create Discharge document
Create Nomination
Sign and Lodge Nomination document
Sign Discharge
Note: The financial institution who is the Mortgagee on Title was invited to the workspace in the previous step.
If the Title is Unencumbered, Create Nomination Document
Note: If the title is electronic and you are named as CT Controller then no nomination is required.
Navigate to the Documents screen.
Ensure the Transfer and associated documents have been created.
Click Create Document, and then Nomination.
Complete the the nomination details:
Nominate eCT to Lodgement Case
Return eCT to Nominating Subscriber: NO
Convert Paper CT to eCT: YES
Click Save.
Note: The Nomination document exists in a unique lodgement case and must be lodged before settlement and lodgement of the other transfer documents
Confirm Document Details
Navigate to the Documents screen.
Select Edit from the Actions column of the Transfer
Select Edit from the Actions column of the Notice of Acquisition .
Note: Select View if no changes are required. Select Edit to update any of the details in the document
Sign Documents
Select Sign from the Actions column of the Transfer
Sign the Transfer and Notice of Acquisition
Receiving funds: Complete Destination Line Items
Navigate to the Financial Settlement screen.
Select the Destination tab.
Add Destination fund line items for the transaction (e.g. Vendor’s funds, conveyancing fees).
Sign Financial Settlement Schedule
Click the action cog, select Sign and then Sign Settlement Schedule.
Monitor Workspace
Review your Workspace and monitor any changes to the Workspace right up to settlement via the Workspace Summary screen.
You also receive email notifications informing you of changes to the Workspace. Note: The Workspace must be in Ready status for settlement to be successful.
Successful Settlement
Check that:
All documents are signed and lodgement verification is successful.
Financial Settlement is correct and balanced.
Optional - Set up automated emails to real estate agents
You can set up automated emails to be sent to the real estate agent on successful settlement. This removes the manual step of sending the email, read the instructions here.
VIC Transfers - Flow Chart
NSW TRANSFERS - REPRESENTING A VENDOR
Use the following steps as a guide to completing a transfer with financial settlement in PEXA representing the purchaser in New South Wales. A flow chart of the transfer process can also be downloaded at the bottom of this article.
Launch the interactive tutorial - Processing a Transfer Representing a Vendor.
Either: Create a New Workspace
Click Create New Workspace.
Jurisdiction = NSW
Role = Proprietor on Title
Land title(s)
Subscriber Workspace Reference
Request land title data now
Primary Default Workgroup
Financial Settlement Date and Time
Click Save.
or, Accept an Invitation
Click Invitations.
Review the Invitation sent from the Incoming Proprietor.
Select Accept.
Enter your Subscriber Workspace reference (your unique identifier for the workspace, e.g. matter number).
Following acceptance of the invitation, Accept or Propose a new settlement date & time.
Review Land Titles
Navigate to the Land Titles screen.
Review the land title details returned from the Land Registry (including proprietors on title, any existing caveat or mortgage details).
Confirm Representation of Party
Navigate to the Participants screen.
Locate the Proprietor on Title parties.
Select Edit Party to display the Party screen.
Ensure I Represent this Party is selected
Enter client details, including date of birth and address details.
Click Save.
Note: This step confirms your representation and ensures the party details are correct. Complete this step for each proprietor you represent.
Invite Participants
Select Participant and then Invite Participant.
Invite Incoming Proprietor: Invite the PEXA Subscriber who is representing the Incoming Proprietor (if not already in the Workspace).
If the title is encumbered, invite Mortgagee on Title.
Monitor the Incoming Proprietor’s Completion of Tasks
The Incoming Proprietor should:
Accept your invitation
Accept or Propose a new settlement date & time
Create Party
Invite Incoming Mortgagee
Create Transfer
Edit Notice of Acquisition
Verify Stamp Duty
Note: If you are representing the Purchaser, refer to Completing a Transfer Representing the Purchaser.
If the Title is Encumbered, Monitor Mortgagee on Title’s Completion of Tasks
The Mortgagee on Title should:
Accept your invitation
Accept or Propose a new settlement date & time
Create Consent document
Create Discharge document
Sign Consent
Sign Discharge
Note: The financial institution who is the Mortgagee on Title was invited to the Workspace in a previous step.
If the Title is Unencumbered, Create Consent Document
Navigate to the Documents screen.
Ensure the Transfer and associated documents have been created.
Click Create Document and then Consent.
Complete the consent details.
Select Transacting Party consent.
Confirm certificate of title details.
Note: The Unencumbered Certificate of Title (CT) was issued before 2004
The CT must be produced to LPI before the transfer can be lodged electronically. The production receipt number provided by LPI is then included in the Consent.
Confirm Document Details
Navigate to the Documents screen.
Select the Action column, select View for the Transfer.
Note: Select View if no changes are required. Select Edit to update any of the details in a document.
Sign Documents
Select Sign from the Actions column of the Transfer
Sign the Transfer and Notice of Sale
Receiving funds: Complete Destination Line Items
Navigate to the Financial Settlement screen.
Select the Destination tab.
Add Destination fund line items for the transaction (e.g. Vendor’s funds, conveyancing fees).
Sign Financial Settlement Schedule
Click the action cog, select Sign and then Sign Settlement Schedule.
Confirm Document Details
Navigate to the Documents screen.
Select Edit from the Actions column of the Transfer
Select Edit from the Actions column of the Notice of Acquisition .
Note: Select View if no changes are required. Select Edit to update any of the details in the document
Sign Documents
Select Sign from the Actions column of the Transfer
Sign the Transfer and Notice of Acquisition
Successful Settlement
Check that:
All documents are signed and lodgement verification is successful.
Financial Settlement is correct and balanced.
Optional - Set up automated emails to real estate agents
You can set up automated emails to be sent to the real estate agent on successful settlement. This removes the manual step of sending the email, read the instructions here.
NSW Transfers - Flow Chart
QLD TRANSFERS - REPRESENTING A Seller
Use the following steps as a guide to completing a transfer with financial settlement in PEXA representing the purchaser in Queensland. A flow chart of the transfer process can also be downloaded at the bottom of this article.
Launch the interactive tutorial Processing a Transfer Representing the Vendor or follow the steps below.
You can start by either Creating a New Workspace, or Accepting an Invitation.
Either: Create a New Workspace
Click on Create New Workspace.
Jurisdiction = QLD
Role = Proprietor on Title
Land title(s)
Subscriber Workspace Reference
Request land title data now
Primary Default Workgroup
Financial Settlement Date and Time
Click Save.
or, Accept an Invitation
Click Invitations.
Review the Invitation sent from the Incoming Proprietor.
Select Accept.
Enter your Subscriber Workspace reference (your unique identifier for the workspace, e.g. matter number).
Review Land Titles
Navigate to the Land Titles screen.
Click Add Address to enter address details.
Review the land title details returned from the Land Registry (including proprietors on title, any existing caveat or mortgage details)
Confirm Representation of Party
Navigate to the Participants screen.
Locate the Proprietor on Title parties.
Select Edit Party to display the Party screen.
Ensure I Represent this Party is selected
Enter client details, including date of birth and address details.
Click Save.
Note: This step confirms your representation and ensures the party details are correct. Complete this step for each proprietor you represent.
Invite Participants
Select Participant and then Invite Participant.
Invite Incoming Proprietor: Invite the PEXA Subscriber who is representing the Incoming Proprietor (if not already in the Workspace)
If the title is encumbered, invite Mortgagee on Title.
Monitor the Incoming Proprietor’s Completion of Tasks
The Incoming Proprietor should:
Accept your invitation
Create Party
Invite Incoming Mortgagee
Create Transfer
Verify Stamp Duty
Note: If you are representing the Purchaser, refer to Completing a Transfer Representing the Purchaser
If the Title is Encumbered, Monitor Mortgagee on Title’s Completion of Tasks
The Mortgagee on Title should:
Accept your invitation
Create Discharge document
Sign Discharge
Note: The financial institution who is the Mortgagee on Title was invited to the workspace in the previous section.
Confirm Document Details
Navigate to the Documents screen.
Select the Action column, select View for the Transfer.
Note: Select View if no changes are required. Select Edit to update any of the details in a document
Complete Form 24 Part B
From the Actions column, select Edit, for Form 24 Part B.
Complete the Form 24 details
Click Save.
Sign Documents
Select Sign from the Actions column of the Transfer and Form 24
Receiving funds: Complete Destination Line Items
Navigate to the Financial Settlement screen.
Select the Destination tab.
Add Destination fund line items for the transaction (e.g. Vendor’s funds, conveyancing fees).
Sign Financial Settlement Schedule
Click the action cog, select Sign and then Sign Settlement Schedule.
Monitor Workspace
Review your workspace and monitor any changes to the workspace right up to settlement via the Workspace Summary screen.
You also receive email notifications informing you of changes to the workspace.
Note: The workspace must be in Ready status for settlement to be successful
Successful Settlement
Check that:
All documents are signed and lodgement verification is successful.
Financial Settlement is correct and balanced.
Optional - Set up automated emails to real estate agents
You can set up automated emails to be sent to the real estate agent on successful settlement. This removes the manual step of sending the email, read the instructions here.
QLD Transfers - Flow Chart
SA TRANSFERS - REPRESENTING A VENDOR
Use the following steps as a guide to completing a transfer with financial settlement in PEXA representing the purchaser in South Australia. A flow chart of the transfer process can also be downloaded at the bottom of this article.
You can start by either Creating a New Workspace, or Accepting an Invitation.
Either: Create a New Workspace
Click on Create New Workspace.
Jurisdiction = SA
Role = Proprietor on Title
Land title(s)
Subscriber Workspace Reference
Request land title data now
Primary Default Workgroup
Financial Settlement Date and Time
Click Save.
or, Accept an Invitation
Click Invitations.
Review the Invitation sent from the Incoming Proprietor.
Select Accept.
Enter your Subscriber Workspace reference (your unique identifier for the workspace, e.g. matter number).
Following acceptance of the invitation, Accept or Propose a new settlement date & time.
Review Land Titles
Navigate to the Land Titles screen.
Review the land title details returned from the Land Registry (including proprietors on title, any existing caveat or mortgage details).
Confirm Representation of Party
Navigate to the Participants screen.
Locate the Proprietor on Title parties.
Select Edit Party to display the Party screen.
Ensure I Represent this Party is selected
Enter client details, including date of birth and address details.
Click Save.
Note: This step confirms your representation and ensures the party details are correct. Complete this step for each proprietor you represent.
Invite Participants
Select Participant and then Invite Participant.
Invite Incoming Proprietor: Invite the PEXA Subscriber who is representing the Incoming Proprietor (if not already in the Workspace)
If the title is encumbered, invite Mortgagee on Title.
Monitor the Incoming Proprietor’s Completion of Tasks
The Incoming Proprietor should:
Accept your invitation
Accept or Propose a new settlement date & time
Create Party
Invite Incoming Mortgagee
Create Transfer
Verify Stamp Duty
Note: If you are representing the Purchaser, refer to Completing a Transfer Representing the Purchaser.
If the Title is Encumbered, Monitor Mortgagee on Title’s Completion of Tasks
The Mortgagee on Title should:
Accept your invitation
Accept or Propose a new settlement date & time
Create Consent document
Create Discharge document
Sign Discharge
Note: The financial institution who is the Mortgagee on Title was invited to the workspace in the previous step.
Confirm Document Details
Navigate to the Documents screen.
Select the Action column, select View for the Transfer.
Note: Select View if no changes are required. Select Edit to update any of the details in a document
Sign Documents
Select Sign from the Actions column of the Transfer
Receiving funds: Complete Destination Line Items
Navigate to the Financial Settlement screen.
Select the Destination tab.
Add Destination fund line items for the transaction (e.g. Vendor’s funds, conveyancing fees).
Sign Financial Settlement Schedule
Click the action cog, select Sign and then Sign Settlement Schedule.
Monitor Workspace
Review your workspace and monitor any changes to the workspace right up to settlement via the Workspace Summary screen
You also receive email notifications informing you of changes to the workspace
Note: The workspace must be in Ready status for settlement to be successful
Successful Settlement
Check that:
All documents are signed and lodgement verification is successful
Financial Settlement is correct and balanced
Optional - Set up automated emails to real estate agents
You can set up automated emails to be sent to the real estate agent on successful settlement. This removes the manual step of sending the email, read the instructions here.
SA Transfers - Flow Chart
WA TRANSFERS - REPRESENTING A VENDOR
Use the following steps as a guide to completing a transfer with financial settlement in PEXA representing the purchaser in Western Australia. A flow chart can also be downloaded from the bottom of this article.
Click "Proprietor on Title"! Or to launch the tutorial in a new screen, click here.
Either: Create a New Workspace
Click Create New Workspace.
Jurisdiction = WA
Role = Proprietor on Title
Land title(s)
Subscriber Workspace Reference
Request land title data now
Primary Default Workgroup
Financial Settlement Date and Time
Click Save.
or, Accept an Invitation
Click Invitations.
Review the Invitation sent from the Incoming Proprietor.
Select Accept.
Enter your Subscriber Workspace reference (your unique identifier for the workspace, e.g. matter number).
Following acceptance of the invitation, Accept or Propose a new settlement date & time.
Review Land Titles
Navigate to the Land Titles screen.
Review the land title details returned from the Land Registry (including proprietors on title, any existing caveat or mortgage details).
Confirm Representation of Party
Navigate to the Participants screen.
Locate the Proprietor on Title parties.
Select Edit Party to display the Party screen.
Ensure I Represent this Party is selected
Enter client details, including date of birth and address details.
Click Save.
Note: This step confirms your representation and ensures the party details are correct. Complete this step for each proprietor you represent.
Invite Participants
Select Participant and the Invite Participant.
Invite Incoming Proprietor: Invite the PEXA Subscriber who is representing the Incoming Proprietor (if not already in the Workspace).
If the title is encumbered, invite Mortgagee on Title.
Monitor the Incoming Proprietor’s Completion of Tasks
The Incoming Proprietor should:
Accept your invitation
Accept or Propose a new settlement date & time
Create Party
Invite Incoming Mortgagee
Create Transfer
Verify Stamp Duty
Note: If you are representing the Purchaser, refer to Completing a Transfer Representing the Purchaser.
If the Title is Encumbered, Monitor Mortgagee on Title’s Completion of Tasks
The Mortgagee on Title should:
Accept your invitation
Accept or Propose a new settlement date & time
Create Consent document
Create Discharge document
Sign Discharge
Note: The financial institution who is the Mortgagee on Title was invited to the workspace in a previous step.
Confirm Document Details
Navigate to the Documents screen.
Select the Action column, select View for the Transfer.
Note: Select View if no changes are required. Select Edit to update any of the details in a document
Sign Documents
Select Sign from the Actions column of the Transfer
Receiving funds: Complete Destination Line Items
Navigate to the Financial Settlement screen.
Select the Destination tab.
Add Destination fund line items for the transaction (e.g. Vendor’s funds, conveyancing fees).
Sign Financial Settlement Schedule
Click the action cog, select Sign and then Sign Settlement Schedule.
Monitor Workspace
Review your Workspace and monitor any changes to the Workspace right up to settlement via the Workspace Summary screen.
You also receive email notifications informing you of changes to the Workspace.
Note: The Workspace must be in Ready status for settlement to be successful.
Successful Settlement
Check that:
All documents are signed and lodgement verification is successful.
Financial Settlement is correct and balanced.
Optional - Set up automated emails to real estate agents
You can set up automated emails to be sent to the real estate agent on successful settlement. This removes the manual step of sending the email, read the instructions here.
WA Transfers - Flow Chart
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