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Version 1.8.3 🔗

  • Writer: Leslie Leahy
    Leslie Leahy
  • Jun 4
  • 2 min read

Another week, another big OPEX update. 🤪


  • 📊 Reporting: You can now 'delete' archived custom reports

  • ✍️ Signing Methods: We added a new project setting so you can specify which digital signing methods you want to allow (type it, draw it, upload it)

  • 📨 Email Notifications: Add users (law firm, developer and/or agent) to be notified by email when

    • A deposit is received

    • A finance condition is satisfied

    • A FIRB condition is satisfied; or

    • A contract is unconditional

  • 💰 Deposits: A new project setting to allow Agent users to mark deposits as received

  • 📅 Exchange Due Date: A new project setting to active a field for "Exchange Due Date" with related merge fields and a reminder email

  • 💵 Purchase Price Discount: A new project setting to activate the ability to have a "discount" on a purchase price, with associated merge fields

  • 🤖 Intergration: The first version of our Public API is now available and includes Events and REST endpoints


Reporting

You can now delete an archived report. Not really much more to say about this one. 😆


Signing Methods

OPEX supports three methods of people signing documents:

  1. Draw it (where someone squiggles their signature with their finger on their phone)

  2. Type it (where someone adopts a typed version of their name); and

  3. Upload it (where someone uploads an image of their signature)


This new feature allows you to control which options are available to your users, for specific projects.


Deposits

You can now allow Agent users to mark deposits as received. Look for the appropriate setting in "Project Settings" to activate this feature.


Exchange Due Date

Want to provide a 'deadline' by which a contract must be exchanged? Now you can. Simply activate the relevant option in Project Settings...

...and specify the Exchange Due Date when creating a new contract.

Optionally add yourself (or your team members) to reminders for the Exchange Due Date in Project Settings to be sent a reminder the day before the exchange due date for each contract.


Purchase Price Discount

This new feature allows you or your Agent users to apply a "discount" on the purchase price, which has associated merge fields and logic.

When turned on a new "Discount Amount" field will be found on the "Contract Details" step of the contract wizard. It automatically recalculates the purchase price and deposit amounts... and has all the relevant merge fields. Of course. 😉


Integration

The OPEX Public REST API is now available! 🥳


Authentication

"System to System" OAuth 2.0 authentication.


REST API

Initially released with a single "Contracts" GET request endpoint that returns all information about the specified contract.


Events

The secret sauce of the OPEX integration strategy, "Events" are proactively sent to your system via a webhook so that you know when things are happening without having to continuously ping OPEX. At launch we're providing Events for "Contract Created", "Contract Sent for Signing" and "Contract Exchanged".


Developer.OPEX

Our new developer portal housing our REST API and Events documentation is now online and available to help you and your team build awesome OPEX integrations. 😎



 
 
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