In this version you can create workspaces in PEXA Projects directly from OPEX, bulk import your lot data, provide more flexibility for your vendors and more! 🥳
PEXA Projects: Create workspaces in PEXA Projects from OPEX!
Contracts: Search for the purchaser solicitors PEXA "Subscriber Name" when creating a contract
Contracts: A new option to allow a vendor staff member to approve a contract to be sent to their authorised signatory
Lots: Import/bulk update lot information including lot number, unit number, area, asking price, child title, lot address, notes and more!
Merge Fields: A "Committee Appointed" merge field for post registration projects
Merge Fields: Queensland post registration projects also get merge fields for
Disclosure Improvements
Disclosure Assets
Other Disclosure Info
Admin Contribution
Insurance Contribution
Sinking Contribution
Total Admin Contribution
Total Sinking Contribution
PEXA Projects
From the "PEXA Details" screen you can now:
Create or update a project in PEXA Projects
Search for mortgagee subscribers
Create Workspaces for exchanged lots
Open the project in PEXA
Incoming Proprietor Rep Search
When creating a contract you can now search PEXA for the correct "Incoming Proprietor Rep" - this removes any issues when creating workspaces via the API.
Lots Screen
You can now bulk update all your lot data, including:
Lot Number
Unit Number
Lot Address
Plan
Folio
Volume
Matter Number
PEXA Workspace ID
Unit Entitlement
Interest Entitlement (QLD)
Child Title
Asking Price
No. Bedrooms
No. Bathrooms
Internal Area
Balcony Area
Notes