About TJ

There has been some confusion over Financial Institution requests for a copy of a transfer of land when the settlement is proceeding in PEXA. Financial Institutions have clarified that in the scenarios below they will make a request to the Incoming Practitioner to send a copy of the Transfer of Land regardless of whether the transaction is to proceed in PEXA or paper: Change of ownership, i.e. a divorce where title is changing from two names to one Head Transfer or Subsequent Sale, i.e. property sold to one party who on sells to another Nomination of new or additional purchaser When the Transfer document is in status: In Preparation the necessary details are viewable and a simple screen print of this information can be provided as per the example below: ... View more

Conversations Please use PEXA conversation tools to contact us if there is an issue with a digital settlement. BBL response time for PEXA conversations is 8 business hours or 4 business hours if settlement is in 2 business days or less. Please do not respond to a conversation requesting completion of a task if the task is completed and visible in the workspace.     Escalation If an issue is related to bank requirements for processing in the workspace on day of settlement, or escalation is required for NSW CoRD production, please call our PEXA Team on 07 3810 3601 Monday to Friday, 8:30am to 5pm Qld Time. Transfer - Sale (Mortgagee on Title)   How to initiate a Sale Request Please advise the client to attend their local branch of Bendigo and Adelaide Bank Limited to complete the Discharge Authority. The branch will then process and load to the internal system.   It is recommended that the tick box in PEXA is selected to notify when the Discharge Authority was sent to BBL. We will acknowledge receipt of the Discharge Authority via the relevant checkbox     PEXA Invitation Request Please ensure the PEXA invitation is sent as early as possible or at least 15 days prior to settlement   Settlement days set shorter than 15 days may impact settlement times     Preferred Settlement Times (All States) 11.00am-3.00pm Qld Time   Please note that PEXA displays the settlement time in your local time zone. You may need to convert to AEST when planning settlement times.     Settlement Date Acceptance The requested settlement date will not be accepted until the discharge authority has been received and all pre-settlement conditions have been met. e.g. loan restructures   Where documents or pre-settlement conditions have not been received within 5 business days of settlement, BBL may push the settlement date out.     BBL Payout Process Final Payout Figures are confirmed on the morning of settlement by 10am   Please do not escalate unless final payouts are not in the PEXA workspace post 10am the day of settlement   Note: BBL currently does not have service level agreements for indicative figures to be provided 2 days before settlement   Payout Figures added to a workspace are indicative until the financial settlement schedule has been signed off     Surplus Funds Preference is for the practitioner to manage any surplus funds in PEXA.   If the client has provided written confirmation on the Discharge Authority for funds to be deposited to a Bendigo Bank account, we will add a destination line as “vendors funds” with $1.00 balance. Please provide the exact surplus funds amount via conversation as soon as the figure is available.   Transfer - Purchase (Incoming Mortgagee)   How to initiate a Purchase request: Please accept our workspace invitation as soon as possible.   To avoid settlement delays please ensure an invitation request has been sent as soon as possible or at least 15 days prior to settlement and all the relevant customer information is provided up front.   Note: We will accept all invitations by default and will request additional information via a conversation if a customer file cannot be located.     Preferred Settlement Times (All States) 1.00pm – 3.30pm Qld Time   Please note that PEXA displays the settlement time in your local time zone. You may need to convert to AEST when planning settlement times.     Transfer of Land (TOL) Please ensure the TOL document is in a "prepared" status as soon as possible, preferably at the time of workspace creation, or at least 5 business days prior to settlement to enable BBL to create and sign off on the Bank’s Mortgage.     Funds Available for Settlement Available Loan Proceeds will be loaded as Source Funds. This amount is the total Loan Amount less our internal fees and charges only.   We will not be able to provide the available funds upfront in the following scenarios:   A condition of the customers loan contract requires an internal or external account to be paid with loan funds   The customers loan is progressively drawn and the first draw amount has not yet been advised by the Branch     Total Funds Required for Settlement & Loan Proceeds Please provide ‘Total Funds Required for Settlement’ via the FSS as soon as possible or ideally 5 days prior to settlement or at least 2 business days prior to settlement to enable us to confirm and finalise loan proceeds on the day of   TFR Required for BBL = Total settlement funds required. If you are contributing funds on behalf of the customer, BBL will subtract that from the total TFR amount   Adjustments to the financial schedule on the day of settlement will result in delays due to funds required to be reconfirmed prior to settlement   ... View more

Hi Community! Each year we recognise the superstars of the e-Conveyancing Community by making them Superusers! This year, we want you, the Community, to nominate someone you believe should be rewarded for their contributions. Our Superusers will once again get the chance to visit the PEXAPlex in Melbourne, participate in Open Day and hang out with the Community team. We had a lot of fun with our Superusers last year, check out this post to see what the 2018 group got up to. If you would like to nominate anonymously, please message me. Otherwise, comment below who you believe is a deserved Superuser and mention how they made a difference in Community during 2018. We’d like to thank everyone for their contributions to the Community last year – looking forward to interacting with you all again this year! Regards, The Community Team ... View more

2018 has been a huge year for the e-Conveyancing Community and with today being the last day of the year for many of us, I thought it would be a good time to look back.   There's a lot of new display pics in Community this year - 2,880 new members joined us so we're nearly double the size now! There were over one and a half million page views and between monitoring PEXA workspaces for the Total Funds Required, or for a Mortgagee to finally sign off , you've spent 737,031 hours here in Community... I wonder who's getting that bill.  . You've made 5,461 posts - most of those were by @DMc of course  and somehow we've had 83,146 unique visitors, just in the last 6 months.... can't tell if that's because we have such an interesting Community or if there's a bot-net setup to like all of @EmilyBilling's posts  853 Emily! I'll never catch her at this rate!    It's been great as a Community Manager to sit back and see so many of you answering questions for your peers, helping each other through this digital transformation. I'm really proud that Community has become a space where we can collaborate, come together and work through problems; it's was very cool to see banks working with one-another and competing firms offering each other advice.   We started our first Super User program, recognising the extra effort some of our Community members do to help others and the time they spend here. Thank you so much for being part of it @DMc, @LG, @BGoodwin, @jgusew, @nicolalambrakis, @TheDoctor, @Clara, @goolwaconveyancing, @Morri and @LawyersConveyancing. For those of you who made it, we loved having you here in the Melbourne office - clearly I can't paint, my poor frog looked like it was dribbling green goo, but it was a great night and fantastic to put names to everyone's faces. We'll be running our Super User program again in 2019 and inviting new people. One thing we'd like to do differently is have a Community nominated Super User. More details will follow in the New Year so keep an eye out when you get back from the Summer Holidays.   Our Super Users Program won't be the only new thing in 2019 - there's a lot of new features on the roadmap for the start of next year - new banner images, a new group launching for Queensland, a new Webinar page and a new page for our Super Users are just a couple of thing on the board.   That's it from me, I'll be off Rock Climbing and Kayaking over the holidays, @AnnaHardie is about to set off on her adventure around the world (we're hoping she'll make it back next March) and @EmilyBilling's having a staycation (which I think technically makes her the one on call ). @Josh_McCutcheon and @IsaacK from our support team will be your Community Managers over the Christmas period and they're really excited to be looking after your Community - so be nice!   Have a wonderful Christmas everyone, looking at the PEXA transaction volumes over the last few weeks I think everyone deserves a good break! ... View more

PEXA provides in-platform help and guidance via WalkMe to help you achieve your tasks in PEXA faster.    What's new ? Published 20/03/2019 Transfer (SA) Published 27/02/2019 Transfer (WA) How to upload a file   Check out the full list of Walk-Thrus available.   What kind of help is available?   Help articles Leveraging the existing help articles on the Community, WalkMe lets you access these articles directly from the Help menu. Videos Instructional videos that demonstrate how to complete a specific task in PEXA. You can launch videos directly from the Help tab Walk-Thrus Guided help that uses on-screen instructions that show you how to complete a task. You can run Walk-Thrus from any screen via the Help tab.  Tooltips Tooltips provide additional information about a particular field. Hover your mouse over an "information" icon to view the tooltip.   How do I access the Help Widget? Help menu  You can use the Help widget to search for: Help articles Videos Walk Thrus To access the Help menu, click the orange Help tab located on the right-side of the screen.     Type in your search term and click Search. Walk-Thru In addition to launching Walk Thrus from any screen in PEXA via the Help widget, you can also launch Walk-Thrus directly from the screen you are on by clic king the Walk Me Thru button. Clicking the x button closes the Walk-Thru and ends the current Walk-Thru session. To re-run a Walk Thru, simply launch it again and it will restart from the beginning. Find out more If there’s a Walk-Thru you’re keen to see in action, comment below and we’ll see what we can do. Also, if you have any concerns or feedback on the current WalkMe Help content, please let us know. Your feedback is valuable and will enable us to deliver content that is relevant and helpful to you. ... View more