Product Updates

Product Release · 8 July 2026 This one is API-heavy on purpose. We've opened up large parts of both OPEX for Real Estate and OPEX for Business so you can plug OPEX straight into your own systems — plus new deposit receipting, editable purchasers, structured lot addresses and document input fields in the app itself. What's inside 👇 New public APIs for Projects & Conveyancing, a full Documents API for OPEX for Business, four new webhook events, and a handful of feature upgrades across both products. Skip to the section you need — or grab your Bearer token and start with the API quick-start. 🏡 OPEX for Real Estate Receipting deposits New You can now receipt deposit payments directly against a contract. Record who paid, the payment method, the trust account it was paid into, and optionally attach supporting files to the receipt — a clean, auditable record in one place. Share deposit receipts New Use a share link on a deposit record to quickly email receipt details — including any attachments — to the people who need them. No manual downloading and forwarding. Contract summary refresh Improved The Contract Summary screen has been updated to surface the new deposit receipting feature, so deposit activity sits alongside the rest of the contract at a glance. Edit purchaser on an exchanged contract Improved Need to fix a spelling mistake in a purchaser's name after exchange? You can now edit purchaser details directly — without running the full nomination process. Perfect for minor corrections. Structured lot addresses Improved A lot address can now be stored either as a single string (as before) or as individual fields — line, suburb/city, state and post code. Structured addresses make downstream data, reporting and integrations much cleaner. 💼 OPEX for Business Document input fields New Add text input fields — mandatory or optional — to your documents and assign each one to a specific signing party. Collect the exact information you need from the right person, right inside the document, as they sign. 🔌 The OPEX API This release roughly doubles what you can automate through the OPEX Public API. There are two families of endpoints: the Projects API (OPEX for Real Estate — projects, lots, contracts, deposits, trust accounts) and the Documents API (OPEX for Business — documents, files, signing parties, merge fields and signatures). Everything below is live in v1.11.3. Building with OPEX? All API documentation, including code examples can be found in our Developer.OPEX portal. 🏗️ Projects API — OPEX for Real Estate Manage the full conveyancing lifecycle programmatically: create and update projects, add lots and vendors, raise and approve contracts, receipt deposits, and read settlement figures and trust account details. Projects New List, read, create and update the projects in your tenant. GET/api/v1/Projects— list projects (paginated) POST/api/v1/Projects— create a project GET/api/v1/Projects/{externalRef}— get one project PUT/api/v1/Projects/{externalRef}— update a project POST/api/v1/Projects/{externalRef}/ExternalReferences— link your own IDs Lots New Add lots to a project, read them individually or as a paginated list, and update lot details including pricing, entitlements and title references. GET/api/v1/ProjectLots/List/{projectExternalRef}— list lots POST/api/v1/ProjectLots/{projectExternalRef}— create a lot GET/api/v1/ProjectLots/{lotExternalRef}— get one lot PUT/api/v1/ProjectLots/{lotExternalRef}— update a lot POST/api/v1/ProjectLots/{lotExternalRef}/ExternalReferences— link your own IDs Vendors New Manage the vendor(s) on a project — the selling entity behind each lot. GET/api/v1/ProjectVendors/{projectExternalRef}— list vendors POST/api/v1/ProjectVendors/{projectExternalRef}— create a vendor PUT/api/v1/ProjectVendors/{vendorExternalRef}— update a vendor POST/api/v1/ProjectVendors/{vendorExternalRef}/ExternalReferences— link your own IDs Contracts New The v2 Contracts API lets you list, read, create and update contracts, and drive them through your approval workflow. Filter the list by project, lot, purchaser or solicitor. GET/api/v2/Contracts— list & search contracts POST/api/v2/Contracts— create a contract on a project GET/api/v2/Contracts/{externalRef}— get one contract PUT/api/v2/Contracts/{externalRef}— update a draft contract POST/api/v2/Contracts/{externalRef}/Approval— trigger an approval action POST/api/v2/Contracts/{externalRef}/ExternalReferences— link your own IDs GET/api/v2/ContractDocument/{externalRef}— fetch the latest generated PDF Contract approvals New Advance a contract through its approval stages without leaving your own system. The action tells OPEX which step to confirm. Receipt deposits New Record deposit payments against a contract, list them, void them, and tag them with your own references — the API mirror of the new in-app receipting feature. GET/api/v1/Contracts/ReceiptDeposit/{contractExternalRef}— list receipts POST/api/v1/Contracts/ReceiptDeposit/{contractExternalRef}— create a receipt PUT/api/v1/Contracts/ReceiptDeposit/{receiptDepositExternalRef}/Deletion— void a receipt POST/api/v1/Contracts/ReceiptDeposit/{receiptDepositExternalRef}/ExternalReferences— link your own IDs Receipt attachments New Attach supporting files (bank confirmations, remittances) to a deposit receipt. GET/api/v1/ReceiptDepositAttachments/{receiptDepositExternalRef}— list attachments POST/api/v1/ReceiptDepositAttachments/{receiptDepositExternalRef}— upload an attachment DELETE/api/v1/ReceiptDepositAttachments/{attachmentExternalRef}— remove an attachment Project trust account & settlement New Read and set the trust account a project's deposits are paid into, and pull settlement-calculator figures per lot or across the whole project. GET/api/v1/ProjectTrustAccount/{projectExternalRef}— get trust account POST/api/v1/ProjectTrustAccount/{projectExternalRef}— set/update trust account GET/api/v1/ProjectSettlement/List/{projectExternalRef}— settlement data, all lots GET/api/v1/ProjectSettlement/{lotExternalRef}— settlement data, one lot Law firm trust accounts New List the law firm trust accounts available to your tenant — handy when setting up a project's banking. GET/api/v1/LawFirmTrustAccounts— list available trust accounts 📄 Documents API — OPEX for Business A complete programmatic path for e-signing documents: create a document, upload the PDF, add signing parties, place merge fields and signature panels, then start the signing flow — and share, return to draft or clean up as needed. Documents & document categories New GET/api/v1/DocumentCategories— list categories GET/api/v1/Documents— list documents (filter by category, flow step, search, archived) POST/api/v1/Documents— create a document GET/api/v1/Documents/{externalRef}— get one document PUT/api/v1/Documents/{externalRef}— update a draft DELETE/api/v1/Documents/{externalRef}— delete a draft POST/api/v1/Documents/{externalRef}/ExternalReferences— link your own IDs Document files New Upload the PDF(s) that make up a document, list them, or remove one. GET/api/v1/DocumentFiles/{documentExternalRef}— list files POST/api/v1/DocumentFiles/{documentExternalRef}— upload a PDF DELETE/api/v1/DocumentFiles/{fileExternalRef}— remove a file Document parties New Add, update, list and remove the parties who need to sign — with signing order, capacity and company details. GET/api/v1/DocumentParties/{documentExternalRef}— list parties POST/api/v1/DocumentParties/{documentExternalRef}— add a party PUT/api/v1/DocumentParties/{partyExternalRef}— update a party DELETE/api/v1/DocumentParties/{partyExternalRef}— remove a party Document fields (merge fields & inputs) New Place fields on a page at exact coordinates and assign them to a party — including the new text-input field types powering the in-app Document Input Fields feature. GET/api/v1/DocumentFields/{fileExternalRef}— list fields on a file POST/api/v1/DocumentFields/{fileExternalRef}— place a field DELETE/api/v1/DocumentFields/{fieldExternalRef}— remove a field Field types include partyTextInput, partyTextInputMandatory, partyFullName, partyEmail, partyAddress, checkbox, exchangedDate and more. Document signatures New Place and remove signature panels for a party on a specific file and page. GET/api/v1/DocumentSignatures/{fileExternalRef}— list signature panels POST/api/v1/DocumentSignatures/{fileExternalRef}— place a signature panel DELETE/api/v1/DocumentSignatures/{signatureExternalRef}— remove a panel Document actions New Once a document is built, drive it through the signing lifecycle. POST/api/v1/Documents/{documentExternalRef}/StartSigning— start the signing flow POST/api/v1/Documents/{documentExternalRef}/Share— share with email recipients POST/api/v1/Documents/{documentExternalRef}/ReturnToDraft— return to draft 🔔 New webhook events New OPEX for Business can now push document lifecycle events to your endpoint, so you can react in real time instead of polling. Four new events land in this release: DocumentCreated — a new document has been created. DocumentSentForSigning — signing has started for a document. DocumentExchanged — all parties have signed / the document is exchanged. DocumentReturnedToDraft — a document has been pulled back to draft. 👉 Handy tip: most create/update endpoints accept an externalReferences array (a ref + tag pair), and every major resource has an /ExternalReferences endpoint. Use these to map OPEX records to IDs in your own system so your webhook handlers know exactly what to update.

Todays update we rounded out our witnessing feature and provided a solution for those pesky cases where you can't drag a mobile number out of someone for an SMS code. Witnessing: You can now have purchaser and vendor signatures witnessed, simply add "Purchaser Witness" or "Vendor Witness" signature panels to a contract and OPEX will automatically trigger the witnessing workflow. Email Access Code: Don't have the mobile number for the purchaser or their solicitor? You can now instruct OPEX to send the access code via email instead of SMS. Email Campaigns: The recipients export from an email campaign now includes the date the email was sent, and the date someone opened that email.

Todays update is a mixed bag of items based on user feedback to add a bit of extra polish to your daily user experience. Tasks: A new setting on your user profile to "opt-out" of receiving Task related emails Contract Elements: Hint text added to text input fields to make it easier to place them on pages The "Replace File" feature now automatically removes any merge fields/signature panels that are orphaned by replacing a file Variations: Purchasers are now sent automatic email reminders if they don't sign a variation Signing: Improved formatting of uploaded signature image files Main Menu: Documents and Projects menus can now be "collapsed" for cleaner navigation Merge Fields: New merge fields for "project contracts" Settlement Calc: Adjustment Date Settlement Calc: Completion Date Reporting Fields: New fields for "custom reports" Exchange Approval User Exchange Approval Date Settlement Calc: Adjustment Date (lot level) Settlement Calc: Completion Date (lot level)

Todays update adds the option to have guarantor signatures witnessed, some polishing on general document signing and a validation change that we know our users will love. 💌 Guarantor Witnessing: You can now add "Guarantor Witness" signature panels and merge fields to your contracts. When a guarantor signs, they can nominate a witness who must also sign, and specify how they witnessed the guarantor signing the document. Set your own witness options in system settings Set your own instructions for guarantors and witnesses Add "Guarantor Witness" signature panels contracts Add "Guarantor Witness" merge fields to contracts South Australia : All South Australian projects now support the "And/Or Nominee" feature. Signature Audit Report : The audit report has been updated to include guarantor witnessing information, including the method used to witness the signature. Released Projects : You can now update more information on released projects, including: Editing information on "Project Details" Adding, removing or editing improvements Adding or removing vendors Document Signing : Various improvements to our general signing function, including: Validation to prevent a document being sent without a signature panel Various user experience improvements when sending and signing documents

A number of small quality of life improvements based on user feedback. Purchaser Solicitor Reminders: Reminder emails are now automatically sent to a purchaser solicitor where they haven't actioned a contract. The reminders follow the same rules as the purchaser reminders. Notes: The notes feature (found on projects, contracts and tasks) now automatically updates without needing to refresh the page. Purchaser Tenancy Merge Field: Where the purchaser tenancy is set to "Tenants in Common: Unequal Shares" the name of each purchaser is prefixed in the merged data making it easier to determine which share belongs to which purchaser. Projects Filters: All list screens in the "Projects" menu (including project list, contracts, variations etc) remember your filter settings - even when logging out and back in again. An/Or Nominee: Contracts for Victorian projects now have a new "(And/Or Nominee)" checkbox against purchasers. When checked this adds the suffix "(And/Or Nominee)" after the purchasers name in the contract merge fields - but not the signature panels.

Improvements on working with paper contracts and working with emails generated by OPEX. Contract Summary : Now includes "Additional Improvements" data for the contract pricing Tasks : When archiving a project all open tasks are now automatically set as "Cancelled" Paper Contracts: The "Lot" is now selected when uploading the paper contract file The "Contract Summary" screen showing contract pricing, which includes additional improvement data.

Improvements on working with paper contracts and working with emails generated by OPEX. Paper Contracts: A big upgrade to the way 'paper contracts' (contracts signed outside of OPEX) work in OPEX for "Admin" and "Legal" users, including; Add paper contracts to projects via the normal contract wizard (much easier!) Add 'system tasks' to paper contracts (deposits, finance etc) Add user defined tasks to paper contracts BCC on Emails: You can now add an email address to project settings to be BCC'ed on all your project related emails (a great way to get emails in your Exchange server or PMS!) Matter Number on Emails: If you add your "Matter Number" when creating a contract it will be included as a suffix on all related emails Create a 'paper contract' from your usual 'new contract' workflow. Add purchaser details to paper contracts using a familiar workflow. Add 'system tasks' to your paper contracts.

A small update that gives you even more granular control of your developer and agent users. Tasks populated for "Paper Contracts" A new "Agent" user option to prevent specific agent users from being able to create or send contracts New "Project Settings > Options" for; "Allow Developer users to a add "Special Conditions" to contracts Allow Developer users to update lot information The new permission for Agent users. Developer settings for a project.

Our first update for the year includes a number of great client requests and a MASSIVE new feature.... 😃 Tasks module Tasks created automatically when contracts exchange Tasks are shown against exchanged contracts Query tasks via a master "Tasks" list with search and filters Create manual user defined tasks Attach tasks to projects Attach tasks to contracts Configure task defaults via system settings Refine task systems via project settings Email notifications when Task is assigned to a user Task is due Task is overdue by five days New "Contract Summary" function with Ability to add notes to contracts View a summary of all contract data in one place Change or add data to contracts (matter number etc) View a list of tasks for the contract Create tasks for the contract Add TFN/ABN/ACN for purchasers All data changes are logged Browser title now shows more information to help when using multiple browser tabs Ability to add or delete lots from released projects via the "Lots" screen

Today's update we released a number of "quality of life" improvements suggested by our awesome users, including: Open entities in new browser tabs OPEX Matter Numbers Public API enhancements A new POA contract workflow Tweaks to Email Campaigns Changes to how Variations use workflows Better handling of troublesome contract elements Better visibility on your project list screen Tweaks to the settlement statement PDF report Continue reading for all the details. 😎 ➕ Open in New Tab : You've now got the option to open projects, contracts, variations etc in a new browser tab - this is super helpful where you have filters applied to a list and don't want to clear them. 💯 OPEX Matter Number : All contract entities now have an automatically assigned "OPEX Matter Number" or "OMNO" which is searchable. 🤖 Public API : The /Contracts GET response now includes projectName, projectId and an array for developers which includes their id and name. 🖊️ New POA Contract Workflow : We've added a new contract workflow that allows contracts to be signed under power of attorney to be forwarded to a vendor to sign, with an optional message. 🫣 CC replaced with BCC : When adding additional recipients to an email campaign they will now "BCC" instead of "CC". 〰️ Variations Workflow : Variations will now use the "current" contract workflow for a project instead of the workflow attached to the contract the variation relates to. 🗑️ Delete Contract Elements : You can now delete contract elements while they are uploading, or if they didn't process successfully. 3️⃣ Project List : We now show a 'count' of how many projects you have in each section (archived, draft, off the plan & post registration). 🗺️ Settlement Statement : The "Unit Number" reference is no longer shown on the settlement statement PDF report for land subdivisions.

Today's update includes a major upgrade on our general document signing functions, our new PEXA Projects integration as a beta test, more project contract notification options and a number of general enhancements. 🖊️ Sign Any Document We've performed a major upgrade on our general signing function, both in the conveyancing and business versions of OPEX. Enhancements include: Total wizard process redesign for ease of use Removal of six person signing limit Ability to place merge fields and signature panels directly on the preview step Improved "parties" screen with ability to show/hide fields that are infrequently used Now sends to all signing parties at the same time by default Option to specify signing order of parties instead of sending to all parties at the same time New settings screen for OPEX for Business clients Ability to assign documents to categories Ability to create/rename categories in settings SMS code shown in history Ability to limit the signing options (draw it, type it, upload it) in settings Ability to add an optional message in the email received by all signing parties Add more email addresses to be notified when the document is exchanged Improved document user access options Improved document list screen: Shows signing progress as a "progress bar" Shows documents you do, and don't have access to New feature to request access to a document Ability to approve access to a document from the email request OPEX Document Configuration Options Place merge fields and signature panels directly on document previews. Add, remove or rename document categories in system settings. ✉️ More Email Notification Options You can now nominate users to be notified by email when the below events occur on a project contract: Contract Sent to Purchasers Contract Signed by Purchasers Contract Signed by Vendors 🔗 PEXA Integration Enhancements (beta) We've released a beta version of our PEXA integration which can be turned on via integration settings and includes the below improvements. New wizard process redesign for ease of use New "child title import" function Ability to automatically "match and link" purchaser solicitors to their PEXA Subscriber ID Details on how to set the "Frequently Represented Party" in the wizard process, including the ability to email instructions to another team member directly from OPEX Ability to set the settlement date and time for Workspaces directly from OPEX New project dashboard widget that shows Workspace status 📊 PEXA Reporting Datapoints New datapoints in the reporting and email campaigns system for: PEXA Workspace ID Lodgement Status Settlement Date Settlement Date & Time Settlement Acceptance Settlement Status More PEXA reporting options. 🔧 General Improvements The "s66w" string has been removed from the purchaser solicitor email template Changes to default values to better align with most used options New "Direct Line" phone field for admin/legal users A new option in project settings to allow developer users to delete draft contracts New "Direct Line" phone option for admin and legal users.

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 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. 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 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. 😀 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. 🏠 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. 🗺️ 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. 📈 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. ♾️ 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. 📵 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.