PEXA Planner
A scaled workplace management tool for financial institutions
PEXA Planner gives you a clear and comprehensive overview of all your interactions with multiple customers and lawyers, while enabling you to assign cases to different team members.
Tailored solution for assessing and working through upcoming matters.
Designed for high volumes transactors, PEXA Planner provides an overview of the status and volume of workspaces settling over the next 10 days. PEXA Planner displays live Workspace information from PEXA Exchange, allowing you to manage workspaces right through to settlement.
PEXA Planner
PEXA Planner consists of a series of dashboards, each of which displays information on a different aspect of upcoming settlements. Understand how PEXA Planner features can assist your organisations workspace management and workflow.
Workspace Status
Access multiple dashboards with different views. All dashboards offer an up to date status of Workspaces to let you drill-down into the detail and link straight into PEXA to action tasks.
Allocations module
Allocations is an additional module available via PEXA Planner. Using Allocations, you can set up rules to automatically assign workspaces to your team members or you can manually assign workspaces using the Allocations dashboard.
Single Sign-On
Native integration with PEXA Exchange and Single-Sign-On (SSO) functionality allow secure navigation between PEXA Planner and PEXA Exchange to action outstanding tasks.
The benefits for you:
Current data
Live updates, allowing you to prepare for high-volume periods and manage workload and resources efficiency.
Filtering tools
Filters are a powerful way to monitor and track workspaces that are relevant to your teams. The extra control can help your operations team prioritise their work.
Intuitive design
Intuitive user experience design combines high-level visibility settlements with the ability to drill down into the details of the workspaces and their tasks. Planner is integrated with PEXA Exchange allowing you to quickly access workspaces.
Learn how ANZ are making PEXA Planner work
“We couldn’t have done this without PEXA Planner. It enables us to chase our goal of getting all files signed three hours prior to settlement. Without it, that would be very difficult.”
Team Lead at ANZ
Speak to us today about PEXA Planner
Our PEXA Planner specialists are on hand to discuss how our advanced platform can enhance your workplace management. Visit our Help Centre for more information.
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