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Your PEA onboarding checklist To ensure you and your firm are PEA ready, you need to have all the relevant onboarding documentation. The following checklist outlines the required documentation for

How to fill out your pexa on-boarding checklist

How to fill out your pexa on-boarding checklist?

1. Start by gathering all the necessary information and documents required for the on-boarding process. This may include personal identification, business registration documents, banking information, and any other relevant details.
2. Review the checklist thoroughly to ensure you understand each item and its requirements. If you have any questions or need assistance, don't hesitate to reach out to the designated contact person or support team.
3. Begin filling out the checklist by providing accurate and up-to-date information in the designated fields. Double-check the information you enter to minimize any potential errors.
4. Attach the required documents using the specified file formats and ensure they are clear and legible.
5. Pay attention to any special instructions or additional information provided in the checklist. Follow these instructions accordingly to complete the process successfully.
6. Once you have filled out and reviewed all the necessary sections of the checklist, submit it as instructed. Make sure to save a copy for your records.
7. After submission, monitor the progress of your on-boarding process and follow up with the relevant parties if needed. Be proactive in addressing any outstanding requirements or issues that may arise.
8. Continue to refer to the checklist and update it regularly as needed to ensure compliance and keep your information current.

Who needs your pexa on-boarding checklist?

1. Individuals or businesses that are new to the Pexa platform and need to complete the on-boarding process to gain access and utilize its services.
2. Real estate professionals, such as settlement agents, conveyancers, or law firms, who engage in property transactions and require a Pexa on-boarding checklist to establish their presence on the platform.
3. Financial institutions, such as banks or mortgage lenders, that want to integrate their services with Pexa and need to provide the necessary details and documentation through the on-boarding checklist.

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