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.
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 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.
Live updates, allowing you to prepare for high-volume periods and manage workload and resources efficiency.
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 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.
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.
Stay in the know with PEXA’s Property Insights, latest industry trends and news.