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since ‎29-08-2016
‎25-05-2020
CarterLesterLawyers
CarterLesterLawyers
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About CarterLesterLawyers

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Latest Contributions by CarterLesterLawyers
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  • Latest Contributions by CarterLesterLawyers

Invitations without names

by CarterLesterLawyers in Ask the PEXA Community
‎20-05-2020 03:14 PM
1 like
‎20-05-2020 03:14 PM
1 like
Invitations to participate from incoming mortgagee's do not include a client name, only a title reference.  Can the mortgagee's be prompted to include this information in the invitation?  Particularly given the amount of information we are required to provide when inviting a mortgagee to a workspace.... ... View more
Category:
  • Banks and Financial Institutions

Future address for Transferor

by CarterLesterLawyers in Ask the PEXA Community
‎20-05-2020 03:07 PM
‎20-05-2020 03:07 PM
We do not appear to be able to provide either a PO Box or 'unknown' for the future address for the Transferor, however, DNRM accepts this. How can either of these options be recorded?   ... View more
Category:
  • Document Preparation

Re: Priority Notices – Importance of ensuring corr...

by CarterLesterLawyers in Ideas and Suggestions
‎22-01-2020 12:03 PM
1 like
‎22-01-2020 12:03 PM
1 like
It is recommended that a Priority Notice is prepared by the solicitor for the incoming proprietor as applicant where there is no corresponding Workspace. The incoming mortgagee details therefore need to be manually included.  Solicitors for the incoming mortgagee generally request the inclusion of the ACN/ABN for a corporate entity, however, there is no option for this to be included and in fact, generates a warning if the ACN/ABN is included following the name of the entity.  This can result in the solicitor for the incoming proprietor being unable to comply with the requirements for the incoming mortgagee.  Apparently, there is no available solution to this scenario (ref: PEXA204096864), or is there? ... View more
  • Tags:
  • ABN
  • ACN
  • incoming mortgagee
  • Priority Notice

Surplus/Excess Funds

by CarterLesterLawyers in Ideas and Suggestions
‎26-06-2017 02:47 PM
4 Likes
‎26-06-2017 02:47 PM
4 Likes
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...  ... View more
Category:
  • Financial Settlement

Re: In-Flight

by CarterLesterLawyers in Ask the PEXA Community
‎15-02-2017 02:30 PM
1 like
‎15-02-2017 02:30 PM
1 like
Brett,   I am referring to invitations sent to participants who are not currently registered, ie 'invitation to join Pexa' sent via the Dashboard.   Thanks.  ... View more

In-Flight

by CarterLesterLawyers in Ask the PEXA Community
‎13-02-2017 03:38 PM
‎13-02-2017 03:38 PM
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. ... View more
Category:
  • Other

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

by CarterLesterLawyers in Ask the PEXA Community
‎26-09-2016 03:18 PM
2 Likes
‎26-09-2016 03:18 PM
2 Likes
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). ... View more
Category:
  • Lodgement

Source Account FAQs - How are funds refunded?

by CarterLesterLawyers in Help Centre
‎29-08-2016 02:06 PM
3 Likes
‎29-08-2016 02:06 PM
3 Likes
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. ... View more
Category:
  • Lodgement
Latest Tags
  • ABN
  • ACN
  • incoming mortgagee
  • Priority Notice
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Sandcorp
Sandcorp
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BrettCS
BrettCS Star Employee
1
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DandyCandy
DandyCandy
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LBell
LBell
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Clara
Clara Community Superuser
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dcondello
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