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CITEC Confirm eConveyancingYour property certificate and settlement services solution

Welcome to CITEC Confirm's PEXA and eConveyancing knowledge centre.

We understand that eConveyancing through the PEXA platform represents a significant change. By offering a combination of manual and electronic settlement services - a hybrid solution - we aim to make the transition to these new products and services as seamless as possible.

Check out our eConveyancing updates page for new information regarding PEXA and CITEC Confirm.


How to get started

Follow these steps to access settlement services through CITEC Confirm:

  1. Request a CITEC Confirm Invoiced account
  2. Complete the Request for Access form

Now follow our guide to get PEXA-ready with CITEC Confirm:

  1. Register your interest with CITEC Confirm
  2. Create an account online with PEXA
  3. Complete the online PEXA registration process

Supporting documentation required as per the registration process:

  1. Participation Agreement
  2. Face-to-face Verification of Identity (VOI)

Get access to settlement services

1. Request a CITEC Confirm Invoiced account

Currently, only CITEC Confirm Invoiced accounts can access settlement services.

If you are unsure whether your CITEC Confirm account is Invoiced or Pre-Pay, or you would simply like to set up an invoiced account to access settlement services, please contact the Confirm Service Centre on 1800 773 773 or at confirm@citec.com.au.

Our staff will happily guide you through the process.


2. Complete the Request for Access

Once you have set up your Invoiced account, you can apply for access to National Settlement Services using your account details.

Simply log in to the Confirm system and select 'National Settlement Services' from the Main Menu, then select 'Request Access to Settlement Services'.

The following details will be required in order to enable access for your account:

  • CITEC Confirm Account code
  • Company Name
  • Contact Name
  • Email address for the account
  • Phone Number
  • Postal Address

If you experience any difficulties at any time, please contact the Confirm Service Centre on 1800 773 773 or at confirm@citec.com.au.


Get access to the PEXA platform

1. Register your interest with CITEC Confirm

Our staff are available to discuss your requirements. Let us answer your questions and explain how our partnership with PEXA sponsor GlobalX can help you and your firm by registering your interest below, or by calling us directly on 1800 773 773.

Register my interest


2. Create an account online with PEXA

After you've spoken with us, you can start the registration process by entering your details on the PEXA website via the 'Register online with PEXA' button below.

The registration process will ask you for some basic contact information along with your ABN and the type of organisation you are registering as - Conveyancer, Legal Practitioner etc.

You will also be asked to choose how you would like to access PEXA. Confirm's system connects to GlobalX, so select GlobalX as the sponsor:

Choose GlobalX Legal Solutions

Register online with PEXA

Have you already nominated a PEXA sponsor?

If you are currently accessing PEXA direct, or have nominated another sponsor, simply complete the Change PEXA Sponsor Form, nominating our PEXA partner GlobalX as your PEXA Sponsor and then return the form to CITEC Confirm.

Email: confirm@citec.com.au
Post: CITEC Confirm
GPO Box 279
Brisbane 4000 QLD

Supporting Documentation

As described above, the PEXA registration process requires the completion of supporting documentation that will be provided during the process.

1. PEXA Participation Agreement

The Participation Agreement (PA) is the overarching agreement between PEXA and each Subscriber. The PA includes:

  • Obligations of both parties including privacy, confidentiality, liability, suspension, termination, insurance, disputes and change management.
  • The PEXA Service Charter, PEXA Pricing Policy and PEXA Security Policy.
  • The terms and conditions governing Financial Settlement in PEXA.
  • A commitment by each Subscriber to comply with the Model Participation Rules, as outlined by the Australian Registrars’ National Electronic Conveyancing Council (ARNECC).

All applicants will be required to sign a PEXA Participation Agreement.

Who should execute the Participation Agreement?

The Participation Agreement should be executed by those person(s) who are authorised to enter into contracts on behalf of the organisation. For example:

  • For an Individual/ Sole Trader - that Individual/ Sole Trader
  • For a Company with a sole director who is also a sole company secretary - that director
  • For a Company with multiple directors - two directors or a director and a company secretary
  • For a Partnership - all partners or those partners authorised to sign on behalf of the Partnership.

Whoever executes the PA on behalf of an organisation will be required to complete a face-to-face Verification of Identity (VOI).


2. Face-to-face Verification of Identity (VOI)

The ARNECC Model Operating Requirements require that the Authorised Signatory(s) (i.e. the person(s) with the authority to sign the PEXA Participation Agreement on behalf of the organisation) has their identity verified in a face-to-face meeting. This helps to ensure the integrity and security of the PEXA network.

The VOI can be undertaken in a number of ways and must be completed as part of the registration process:

  1. Directly with PEXA
  2. Using a VOI Agent:
    • ZipID
      ZipID offer a 'come-to-you' VOI service.
      Take me to ZipID
    • Australia Post
      To use Australia Post's VOI service, complete a VOI application form before visiting a participating Australia Post outlet.
      Take me to Australia Post

Who should complete a VOI?

A VOI must be completed by whoever executes the PEXA Participation Agreement. Those person(s) must be Authorised Signatory(s) - i.e. authorised to enter into contracts on behalf of the organisation. For example:

  • For an individual/sole trader - that individual/sole trader
  • For a company with a sole director who is also a sole company secretary - that director
  • For a company with multiple directors - two directors or a director and a company secretary
  • For a partnership - a partner or those partners authorised to sign on behalf of the Partnership.

VOI Documents

In order to verify your identity you will need to provide original, up-to-date documents in one of the following categories:

Category Minimum Document Requirements
1 Australian Passport (or foreign passport with an Australian visa grant notice evidencing an Australian resident visa)
plus Australian drivers licence or Proof of Age Card
plus change of name or marriage certificate if necessary
2 Australian Passport (or foreign passport and an Australian visa grant notice evidencing as Australian resident visa)
plus full birth certificate, citizenship certificate or descent certificate
plus Medicare, Centrelink or Department of Veteran’s Affairs card
plus change of name or marriage certificate if necessary.
3 Australian Drivers Licence or Proof of Age Card
plus full Birth Certificate, Citizen Certificate or Descent Certificate
plus Medicare, Centrelink or Department of Veteran’s Affairs card
plus change of name or marriage certificate if necessary.

Certified copies of documents cannot be accepted.

If a Subscriber can satisfy Category 1 (or 2) requirements then they should provide these documents.


International VOI

Australian citizens and residents who are overseas must have their identity verified at an Australian Consular Office in accordance with the Model Participation Rules.

Category 4 documents cannot be used for VOI in a foreign country.