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CarterLesterLawyers · ‎26-06-2017

It would be great if the platform had a box (similar to the Discharge Authority boxes) that indicated the funds available/indicative payout figure and also whether a surplus/excess funds account is held, This should alleviate having to remember to send conversations to the incoming/outgoing bank to establish same. thanks...

CarterLesterLawyers · ‎15-02-2017

Brett, I am referring to invitations sent to participants who are not currently registered, ie 'invitation to join Pexa' sent via the Dashboard. Thanks.

CarterLesterLawyers · ‎13-02-2017

Hi, Is there any way to maintain a record of the In-Flights that have been sent? it would be great to be able to keep a record of an in-flight sent and the date that it was sent in the participants work space section. This would be a great reminder that the In-Flight has been sent and avoid duplication, particularly during busy periods.

CarterLesterLawyers · ‎26-09-2016

I am currently trying to create a settlement notice only without a financial settlement as the Incoming Proprietor is a trust. when I have created the Settlement Notice, the transferee details load incorrectly with 'as trustee' written before the ACN. This may cause a requisition if created this way in paper when the transfer documents are lodged. Firstly, am I able to lodge a settlement notice with 'as trustee' in Pexa? Secondly, if so, how do i record 'as trustee' correctly following the ACN, not prior to the ACN? (given that the wording of the settlement notices cannot be manually amended).

CarterLesterLawyers · ‎29-08-2016

We are currently using a source account pending our bank joining PEXA. We recently had a settlement where the outgoing mortgagee withdrew from the Workspace with limited notice. Fortunately, our client had not yet transferred funds into the source account. In circumstances where the Buyers funds had been transferred to the source account and the outgoing mortgagee withdraws shortly prior to settlement being effected, how are these funds refunded/transferred/dealt with? This is of particular concern in Queensland where time is of the essence.

About CarterLesterLawyers

Surplus/Excess Funds

Re: In-Flight

In-Flight

Am I able to lodge a settlement notice with 'as tr...

Source Account FAQs - How are funds refunded?