PEXA settlement attendance checklist
PEXA is the electronic conveyancing platform used nationwide under the Electronic Conveyancing National Law. This checklist is for solicitors and conveyancers attending PEXA settlements.
This is a 12-step PEXA settlement attendance checklist. It walks through workspace preparation, document upload, financial settlement, signing, and lodgement on settlement day.
The checklist
Confirm workspace creation
Confirm the PEXA workspace has been created by the lead party and all parties have been invited.
Verify workspace parties
Verify incoming mortgagee, outgoing mortgagee, vendor, and purchaser representatives have joined.
Upload documents
Upload Transfer, Discharge of Mortgage, Mortgage, and any ancillary instruments.
Confirm VOI and CAF
Confirm client verification of identity and client authorisation forms are on file for each party.
Build financial settlement schedule
Build the financial settlement schedule with source and destination lines matching the adjustments.
Confirm stamp duty lodged
Confirm transfer duty has been lodged and the duty line is reflected in the schedule.
Obtain financial balancing
Confirm workspace shows financially balanced before settlement time.
Digitally sign documents
Digitally sign each document assigned to your party using the PEXA signer.
Confirm settlement time
Confirm settlement time with all parties and monitor workspace activity log.
Attend settlement
Monitor the settlement execution — funds disbursement, document lodgement, and title transfer.
Confirm lodgement
Confirm documents have been lodged at the relevant land registry and registration is in progress.
Notify client
Notify client of settlement completion and provide the settlement statement.
When this checklist applies
Use on settlement day for any PEXA electronic settlement.
Common pitfalls
- Workspace not balanced in time for settlement
- Missing digital signatures on one or more documents
- Duty not lodged in advance causing settlement delay
- Client VOI or CAF missing from file
- Parties not all joined into workspace before start time
Run this checklist on a real matter
Quillio can verify workspace readiness and run this checklist before settlement time. See /practice-areas/property-lawyers or start a free trial.
General guidance for PEXA electronic settlements. Always follow PEXA operating requirements and land registry rules for the relevant jurisdiction.
Use this checklist on your matter.
Quillio can run this checklist on a specific NSW conveyancing matter — confirm each item, calculate adjustments, and generate the supporting documents. The free trial requires no credit card.
Start your free trial