Pexa Group Limited · ASX:PXA
Pexa — Investor Presentation (December 2022)
12 slides from Pexa's investor presentation, Dec 14, 2022
Slide 1: Optima Legal – PEXA Investor Update December 2022
For personal use only Optima Legal PEXA Investor Update December 2022
Slide 2: Important notice and forward statements
This presentation and the information accompanying it (Presentation) Forward statements Market and Industry data For personal use only has been prepared and provided solely by PEXA Group Limited (PEXA or the Company). No representation or warranty, expressed or implied, is made as to This Presentati
Slide 3: In the spirit of reconciliation
In the spirit of reconciliation PEXA For personal use only 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 Islande
Slide 4: PEXA Group Strategy, Market and Business Overview, Integration Approach
For personal use only PEXA Group Strategy 5 Group Managing Director and Chief Executive Officer Market and Business Overview 6-9 Integration Approach 10-11 Chief Growth Officer Q&A 12 Managing Director, Optima Legal 4
Slide 5: Purpose, priorities and values: Enhance, Expand, Extend, Evolve
PURPOSE For personal use only PRIORITIES ENHANCE EXPAND EXTEND EVOLVE Enhancing the core Exchange in Australia Bringing digital property Providing innovative data insights and digital Investing in our people, platform and brand to build deeper customer relationships settlement solutions to Torrens t
Slide 6: UK remortgage overview and PEXA benefits
For personal use only UK vs Australian (external) remortgage volumes 1 UK remortgage overview and PEXA benefits 50 UK vs Australia remortgage volumes UK monthly refinancing volumes ~15% > than for • Anticipate UK remortgage activity will normalise from pandemic-era lows 45 over coming years, with vo
Slide 7: Optima Legal history and milestones
For personal use only 2022 Tom Trevorrow appointed 2005 2018 as Managing Director of Name change from DLA 2013 Execution of large-scale Optima Direct to Optima Legal, Newly implemented case IT upgrade to support Investment in technology management systems business strategy PEXA announces and busines
Slide 8: Optima Legal key metrics and UK market share
Year ending June 2022 1 UK Market Segment Share (% of volumes) 2021 3 For personal use only +49` 73.9k ` Conveyancer 1 Optima Legal 33% 22% Customer NPS Remortgages2 Conveyancer 2 22% Conveyancer 3 5% 265 ` 3.9k` FTE Equity Release UK mortgage gross new lending market share of Optima Legal Customers
Slide 9: Optima Legal and PEXA leadership
PXA Group PXA UK Optima Optima PXA Group Person Qualifications Board Board Board ELT ELT For personal use only Scott Butterworth • Over 25 years’ corporate experience Chief Growth Officer • Former CFO of ASX Listed firm Slater & PEXA Group Gordon Lawyers Tom Trevorrow • Solicitor with 15+ years expe
Slide 10: Strategic rationale and benefits of the acquisition
For personal use only • Combine Optima Legal’s capability and PEXA’s digital platform to enable frictionless and faster remortgages • Prove and refine PEXA’s integration model for other conveyancers • Accelerate uptake of PEXA’s remortgage solution via new channel • Reduce investment risk associated
Slide 11: Integration approach and value creation
For personal use only Designing and implementing an integrated deployment pattern of PEXA’s Remortgage solution with Optima Legal to provide an opportunity to test and refine approach before launching to the broader market Day 1 +3 Months +6 Months +12 Months Value Creation • Clear opportunity to fu
Slide 12: Q&A
For personal use only Q&A 12 12