About Egreen

Hi all,   Please see video below (presented at The Law Society in 2022) for a guide to locating residual documents in PEXA and how to lodge a standalone Application to Note Change/Correction of name :) https://www.canva.com/design/DAE9u5k7Nvs/L6tFajvDNX5MrCo7tIYMvQ/watch?utm_content=DAE9u5k7Nvs&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink     ... View more

Do you use the Adjustments feature in PEXA's Financial Settlement Schedule? If not and you want it out of view, you can shift the Adjustment lines to the bottom of the screen. The Subscriber Manager can make this change by following these simple steps:   1.  Have the Subscriber Manager go to Admin Tools > Manage Subscriber Details 2.  Scroll down to Financial Settlement Schedule - Adjustments preferences >  Select 'Display Adjustments at the bottom of the screen' 3.  Save!   For any other questions, do not hesitate to get in touch :)   ... View more

BCP tips for Digital Certificates:   Occasionally, Digital Certificate cases are accidentally broken.   The below Community article outlines how you can order a replacement case for your Digital Certificate:   https://community.pexa.com.au/t5/Share-your-Experiences/Digital-Certificate-Shell-Replacement/m-p/19704#M1629   However, there’s a couple of other handy tips to keep in mind for emergencies…   If you have a Digital Certificate that’s expired, or someone that has left your office, it’s a really good idea to keep those spares cases in the event that one does get broken.   It’s also a good idea to keep your BCP arrangements in mind.  If something does happen to your Digital Certificate, do you have a spare case?  Do you have a trusted user at another firm that has been set up as a user on your profile with a Digital Certificate in case you have an emergency, or go away on leave, or misplace yours?   Feel free to get in touch if you have any questions :)   Emma ... View more

  Hi there  :)   We’re approaching the traditionally busy end of year period for our industry and we know it’s likely you have a high number of transactions to be settled before you spend time with your loved ones these holidays).   As we prepare to navigate the coming weeks, we’d encourage you to keep three key things in mind:   Be Early:  Where possible, we recommend you progress your Workspaces as early as possible. This includes: Sending Workspace invitations early, at least 10+ days out from settlement Finalising the source funds required for settlement 5+ days out, ensuring they are cleared 3+ days out if using the PEXA Source Account Finalising Payment Directions at least 24 hours prior to settlement Tip: 12pm and 2pm AEDT are popular time slots for settlement – consider selecting a different time.   Be Safe: Please remain vigilant at this time. Our Security team has provided the below guidance:   PEXA will only ever contact you from email addresses ending in "@pexa.com.au" Avoid email for the exchange of sensitive information Use PEXA Key to securely transfer trust and bank account details   Be Kind: It’s been a challenging year, but we’re nearing the finish line. It’s important to remember we’re all working towards the same goal – supporting buyers and sellers, so I encourage you to be supportive of your Workspace colleagues and the PEXA Support Centre team.   Wish you all the best for the final 3 weeks of the year :)   Emma               ... View more

Hi everyone :)   As we're all well-aware by now, COVID can't tell the time, so we've had to postpone many of our Best Practice meetings for the end of the year!  Hopefully the worst of the restrictions are now behind us, and we can see you all soon, but in the meantime, we have recorded a short Webinar for you to watch at your leisure!   The topics are:   Important changes to the usage of the settlement summary – what you should be doing, and when, PEXA Release 13.0.0 – what’s coming up, PEXA Key – updates and new information, Around the grounds, market update thanks to CoreLogic and wrap-up.   We really encourage you to set aside some time and watch this one; we think you'll get a lot out of it!   We sincerely hope we'll get to see you all before the end of the year, but if not, have a wonderful and safe Holiday Season.   PEXA team SA x ... View more

Here it is!   For anyone that missed our live webinars on the Enhanced Settlement Summary, please see the link below.   The Enhanced Settlement Summary is going live in South Australia on Monday 12th October.  For any further information, please contact myself, Matthew Kelly or Ally Barratt.   You can also find Help Cards in the Help Centre.   Emma      ... View more

Congratulations to Denise McKay, Kate Melvin and Katherine Edwards at McKay Business Services!   The trio will now be co-owners and bring with them a fresh and exciting new approach to the management of the business into the future!   We were lucky enough to attend the celebration and take home one of these delicious cupcakes...        ... View more

In this bite-sized webinar, I address some of the most common questions we get regarding Survivorships and Transmission Applications in South Australia.   I f you would like to download the slides from this webinar, I have included them in this post.  As always, if you have any questions, don't hesitate to reach out.  Emma ... View more

Congratulations to our lovely friends at Conveyancing Matters on achieving the enormous 300 transfer settlement milestone last week!   Privileged to have been part of their journey and to have had the opportunity to celebrate with those who have been instrumental in this achievement!     ... View more

Congratulations to the team at SPAA Conveyancing on becoming PEXA Certified this week.   It can be challenging for smaller teams & sole practioners to manage a big change in process such as a move to electronic conveyancing, whilst ensuring their business is still operating efficiently, but Audra has approached this change with positivity and enthusiasm.   It's a testament to Audra and Bronwyn's hard work that they continue to build momentum in PEXA!   Looking forward to celebrating all of your miletstones in 2020! Myself, Audra & Bronwyn!     ... View more

Congratulations to the team at Beger & Co Lawyers on becoming PEXA Certified!   Anna, Amanda & the team have worked through learning the PEXA platform and tackling a range of settlement scenarios with genuine enthusiasm. They have been enjoying the flexibility and convenience that electronic conveyancing gives them, and the enhanced level of service that they can provide to their clients.   It is always a pleasure to acknowledge such a fantastic achievement and to recognise the efforts and support from our members. I look forward to continuing to work with you into 2020!   Amanda Liddicoat & Anna Pantelios   ... View more

Congratulations to the team at North East Conveyancers on becoming PEXA Certified as they near 50 transfer transactions in South Australia.   Mark and the team continue their transition to electronic conveyancing, driven by wanting to provide the best possible service to their clients by utilising technology to perfect their business procedures.   I can always rely on the team to remain positive, engaged and willing to learn, provide practical feedback for improvements or to identify any potential pain-points.  Well done Mark, Allison and Corrinne!  Mark, Allison, Corrinne (seated)   ... View more

Congratulations to Robbins Conveyancing on becoming PEXA certified!   It is always a pleasure to acknowledge and recognise the efforts and support from our subscribers. You all play an integral part in leading the way towards 100% digital conveyancing.   Well done to Lauren, Sarah and Rachel!  Looking forward to the next milestone!   Lauren, Sarah & Rachel   ... View more

A big 'CONGRATULATIONS' to 1836 Conveyancing who are now PEXA Certified and with 100 transfer transactions under their belt!  An enormous milestone and well-deserved.   It's a highlight of my working week to visit the team at 1836.  Their positivity and eagerness to learn brightens up my day!  Scott, Nick, Tayah, Sonja & Rita have welcomed me into their team and I look forward to continuning to work with them on their journey to 100% digital.    Scott Petherick & Nick Charles   ... View more

Congratulations to the team at Frank Reed Conveyancing on becoming PEXA Certified this week!   Brendan, Ben, Kenton and team are very new to the PEXA family, but have approached the journey with positivity and enthusiasm.   Frank Reed are a fantastic team to work with, and I look forward to continuing the support towards 100% digital!     Ben & Brendan ... View more

My first 2 months at PEXA have been a whirlwind, that’s for sure!  Initial weeks were spent training with the team in Sydney, with invaluable first-hand insights provided by a very welcoming and supportive crew!  I was then lucky enough to head to Melbourne to be involved in Hack Day festivities.  I was astounded by the level of technical smarts in the room and took the opportunity to absorb as much information as possible!   It’s been fantastic being back in Adelaide to reconnect with familiar faces that I’ve encountered (and developed friendships with) in my past life working as a Real Estate Agent and some years spent with SAI Global.  This initially stirred my PEXA-curiosity around 3 - 4 years ago and I didn’t know much, only that the settlements landscape was about to change significantly!  I’m extremely grateful that I’m now a part of this pioneering team!   I am looking forward to working with Daniel, Jessica and Matthew to further assist practitioner’s growth and confidence in PEXA.  I hope to bring a genuine enthusiasm to this role and an additional source of support and fun for all PEXA members.    ... View more