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Version 1.9.2 ❄️

  • Writer: Leslie Leahy
    Leslie Leahy
  • Dec 2, 2025
  • 3 min read

Updated: Jan 14

Today's update includes improvements to variations, project dashboards and allows you the ability to send a contract to a "purchasers solicitor" without needing a mobile number.


  • PROJECT DASHBOARDS (for Admin, Legal & Developer users)

    • A new "Lots & Contracts" widget shows all lots and contracts for the project

    • Various improvements to the PEXA widgets

    • The map has moved to its own dashboard with the ability to change the pin location

    • A new "Stats" dashboard shows contract and settlement statistics

    • A new function to "assign" a project to a user

    • A new "Project Notes" feature with

      • Ability for Administrator, Legal & Developer users to add notes to projects

      • Settings to turn off the ability for Legal and/or Developer users to add notes

      • Option to export project notes to Excel

      • Option to filter notes

      • Ability to add file attachments to notes

      • OPEX will automatically add notes to projects when certain actions occur

  • VARIATIONS

    • "Change Version" added so you can switch variation templates

    • "Share Variation" added so you can share it via email, or generate a shareable link to access the variation PDF

    • Ability to resend the email without returning to draft

    • Variations can now be created against "paper contracts"

  • GENERAL ENHANCEMENTS

    • We've promoted our new "PEXA Experience" from beta to full production

    • Ability to send a contract to a purchaser solicitor without a mobile number

    • Improved process to collect developer user signatories on first login

    • The "Project List" has a filterable column showing who each project is assigned to

    • New merge fields for to use a project is assigned to, including

      • Assigned to Name

      • Assigned to Direct Line

      • Assigned to Email



🗨️ PROJECT DASHBOARDS: Project Notes

  • The new "Project Notes" is visible for Administrator, Legal and Developer users


Project Notes
Project Notes

  • When adding a note to a project

    • You can specify which user types can see the note (handy if you want to post an internal note that you don't want your clients to see)

    • Add attachments to the note


Adding a note to a project in OPEX.
Adding a note to a project in OPEX.

  • Use the "Settings" option to configure who can add and export project notes

  • You can have different notes settings for each project


Project notes settings.
Project notes settings.

📊 PROJECT DASHBOARDS: Lots & Contracts

  • The new "Lots & Contracts" widget displays at the bottom of all project dashboards for Administrator, Legal and Developer users

  • Clicking on a lot number opens that lot in a new browser tab

  • Clicking on an exchange date opens that contract in a new browser tab


A project dashboard as seen by a "Developer" user.
A project dashboard as seen by a "Developer" user.

😀 PROJECT DASHBOARDS: Assigned To

  • You can now assign an "Administrator" or "Legal" user to be responsible for a project


Assign a user to a project.
Assign a user to a project.

🏠 PROJECT LIST: Assigned To

  • There's a new "Assigned to" column on the Project List screen indicating who is responsible for each project

  • You can filter the Project List on the "Assigned to" value



➕ MERGE FIELDS: Assigned To

New merge fields have been added for the "Assigned To" users name, email address and direct phone line - these details are taken from their user profile. These merge fields are available in contracts, variations, email campaigns and reports.


New "Assigned To" merge fields.
New "Assigned To" merge fields.

🗺️ PROJECT DASHBOARDS: Map

  • The project location is now shown on a large map that is accessed via the dashboard navigation

  • You can click on the pin to change the location of the project if needed


The map section of a projects dashboard.
The map section of a projects dashboard.

📈 PROJECT DASHBOARDS: Stats

The new "Stats" section of a project's dashboard is visible by Administrator, Legal and Developer users. It shows the following information:


Contracts

  • The dollar value for all contracts issued, but not yet exchanged

  • The dollar value of all exchanged contracts

  • The projected dollar value of all remaining contracts (taken from the "asking price" of each lot)

  • The "Total" value of all exchanged and issued contracts + the total projected dollar value if all lots are sold


Settlements

  • The dollar total value of all contracts exchanged & settled

  • The total value of all exchanged contracts that have not yet settled.


Monthly Volume Chart

  • A count of contracts and variations exchanged each month shown as a line graph


The new "Stats" dashboard for a project.
The new "Stats" dashboard for a project.

♾️ VARIATIONS

  • Click "Change Version" to switch to a different variation template

  • Click the "Share" icon to share a PDF version of the variation with anyone

  • Click the "resend" icon next to an email to quickly resend the email to the signing party

  • You can also issue variations against "paper contracts"


A variation in OPEX with arrows indicating the new features.
A variation in OPEX with arrows indicating the new features.

📵 PURCHASER SOLICITOR NO MOBILE

You can now send contracts to a purchaser's solicitor, even if you don't have their mobile number. In this case you will see a warning to indicate that the "security is reduced" - but it will allow you to proceed.


Note we always recommend getting their mobile number for two factor authentication where possible.





 
 
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