PEXA Planner

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.  

The benefits for you:

  • clock icon

    Current data

    Live updates, allowing you to prepare for high-volume periods and manage workload and resources efficiency.

  • pexa planner data filter

    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.

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    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

ANZ logo

“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.

Australia Map

In the spirit of reconciliation PEXA acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

Uluru Statement

We accept the invitation to walk with First Nations Peoples to a better future for us all. For more information visit the UluruStatement website.

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