InfoTrack - PEXA Workspace App

09/06/2025
Knowledge

How To

InfoTrack and PEXA provide you with a seamless journey that allows you to move through the entire conveyancing process electronically.

Create, launch and manage your PEXA workspaces in InfoTrack with all of your property matter information mapped directly into the workspace.

You can complete the process digitally to avoid the hassle of printing, collating, scanning and posting, and there is no need to rely on couriers and settlement agents to get the job done.

How to Enable

Click to edit heading

Desktop: From the LEAP Matter List, click the LEAP Menu > Marketplace.

The LEAP Marketplace will open in a new window.

Web: Click > App Marketplace.

The LEAP Marketplace will open in a new window.

From the All Apps section, select PEXA.
Click Enable.

Creating the PEXA Workspace

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click PEXA.

The InfoTrack - PEXA will open in a new window.
The following information is extracted from the LEAP matter:
- Matter No.
- Title Reference(s) - will account for multiple
- State
- Representative Role
- Financial Settlement Date
- Parties
  - Name
  - Date of Birth
  - Role
  - Current Address
  - Future Address

Click to edit heading

Where applicable, party details should match what is on title. If data is inconsistent, 'Proprietor on title' will prepopulate the workspace.

When the user clicks Create Workspace, 2 things happen:

The workspace is created in PEXA.
The party details from this screen are entered into the PEXA workspace.

Before this happens, InfoTrack checks that the party details are the same as what is on title.

If these details do not match, the user will be notified via a warning (below) and the details from LEAP are not imported into the PEXA workspace. i.e. No information regarding the vendor will be entered into the PEXA workspace.

This is to elimiate the potential for incorrect data to be pushed to the PEXA workspace.

Check all details, then click Create Workspace in the lower-right corner.
The following screen will be displayed, indicating that the PEXA workspace is being created.
If the user is not logged into PEXA, they will be prompted to Log In.
The PEXA workspace is then created.
A record showing that the PEXA workspace has been created, will appear in LEAP.

Accessing the PEXA Workspace

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click on the drop-down arrow next to PEXA and select PEXA Dashboard.

The InfoTrack - PEXA Dashboard will open in a new window.
The screen will display all PEXA workspaces current with the firm. The user can use the filters at the top to locate the workspace.
Click to the left of the workspace to reveal full details.
Click Launch PEXA.

Last Modified Date

9/06/2025 12:49 pm

Title

InfoTrack - PEXA Workspace App

URL Name

InfoTrack-PEXA-Workspace-App-AU

Resolution