Product Updates

In today's update we've added the ability for you to sign any document "on the fly" via OPEX. Yep, you can now sign NDA's, deeds and just about anything via OPEX right now - why not login and give it a go ? Getting Started You'll find a new "Documents" item in your contracts menu, this menu item is only available to "Law Firm" users (developers, agents and financiers do not have access to Documents). To sign any generic document navigate to "Documents" and click "New Document". Details The document wizard only has three steps, the first of which is to add: The name of the document and your reference (to make them easy to find in the future) Details of each party (someone who will sign) to the document Documents On the second step you can upload your documents, they must be PDF files and you can add as many as you like. Once uploaded, use the + icon to add merge fields and signature panels to each document as needed. Preview & Signing From the preview step click the "Sign" button, just as you would for a contract, to send the document out for signing. Each party will receive an email and be prompted to sign the document. The "Status" panel will update throughout the signing process, just as it does for contracts. When all parties have signed, the final document will be distributed to all parties, including a "Signature Audit Report". The person who initiated the process is also notified when the document is fully executed.

In today's update we've added support for general residential conveyancing in Queensland, meaning OPEX users in Queensland can create a contract of sale for any residential property. Support for New South Wales and Victoria will be released in the near future. Resale Contracts You'll find a new menu option under Contracts called " Resale Contracts " - from here you can create a new contract of sale. Contract Templates The latest REIQ QLS templates are pre-loaded in this version of OPEX, meaning you do not need to setup anything - simply navigate to " Contracts > Resale Contracts ", click " New Contract " and fill out the relevant details. If you don't want to use the REIQ QLS contract templates, or you're not a member of the Queensland Law Society, you can still upload your own via the " Settings " menu, just look for " Contract Templates " and " Master Contracts " - this works much like the Contract Templates in Projects. ...but if you're happy with the REIQ QLS contracts, you can ignore this. 😉 Resale Contract Settings Contract workflow and options for Resale Contracts can be configured in the system Settings menu, just look for the "Resale Contract Settings" option.

In todays update we enhanced the "Share Contract" feature so it can be used on contracts that are in "Draft".

Todays release adds support for Put & Call contracts, new "custom dates", additional merge fields and a shiny new menu system! Put & Call Support: Flag a contract as 'put & call' and create another contract against the same lot, the two contracts are then linked together (activate in "Project Settings") Custom Dates:  Create user defined dates for a project that show in the "Events" screen (configure at project creation) Settlement Calculator: Additional adjustment categories added for; Mortgage Discharge Penalty Interest Licence Fee Withdrawal of Caveat Body Corporate; and Strata Fees Lots: Data fields, with associated merge fields added for; Building Number Stage Exclusive Use Areas Sales Schedule: Two new columns added for; Purchase Price inc Improvements; and Deposit inc Improvements Menu Changes: The main navigation has been tweaked with; A new "Contracts" menu that nests Nominations, Project Contracts & Variations "Counts" against contract menu items to indicate the number of contracts that are 'out in the wild' (not in draft, or exchanged) A new "Settings" section with a dashboard and sub-navigation Branding : The ability to change the background image on your login and contract screens from the beautiful Bondi Beach, to - well, anything! Put & Call Support Turn on "Put & Call" in the project settings Use the new "Put & Call Option" when creating a contract to flag that contract (and lot) as being under a Put & Call Create a second contract against the same lot The contracts are linked together Custom Dates Add custom dates to new projects Set the name, and trigger options Use them as merge fields in your contracts Report on them in the Events screen Menu Changes Nominations, Project Contracts & Variations now live in a nested "Contracts" menu Contract menu items show a "count" of how many contracts are in the wild (not draft, or exchanged) All settings have been moved to a main "Settings" section, with its own dashboard and sub-menu Branding Change your login & contract background image

Todays release adds the Settlement Calculator, a new way to share contract PDF's and various usability improvements across the platform. Settlement Calculator Share Contract PDF (without an SMS code) Create developer clients when creating projects Unlimited file size support for all project files (navigate to the "Files" section of a project) Improved behaviour of currency fields Ability to select all/deselect all recipients in email campaigns Various UI improvements Settlement Calculator Add your adjustments & vendor payment directions at the project level and have them automatically flow to each lot Make adjustments at the lot level Easily generate a PDF report for each lot Export all data to Excel Quickly share a link to the settlement adjustment report with all purchaser solicitors with just a few clicks Track the open rates of the settlement adjustment report Share Contract Share a contract PDF file with anyone, at any stage of the contracts progress No SMS code needed to download the PDF file Send to multiple recipients in a single process Create Developer Client From this version you no longer need to create your developer clients before adding a project - simply create your project and new developer client details in a single process. Select All/Deselect All Quickly "Select All" or "Deselect All" in your email campaign recipient lists

You've always been able to add a single PDF document (such as a floor plan) to a contract during its creation, now however you can do much, much more! Add multiple PDF documents of any size to your contract Set your own names for those documents in the contract index Create "Additional Document" templates with merge fields AND signature panels for any and all parties Insert Additional Document templates during contract creation, with or without PDF files Your contracts are now SUPER flexible. 😉 Additional Document Templates Create "Additional Documents" as templates, just as you would a contract element. Insert Additional Documents in Contracts When creating a contract you can now select from PDF's and/or any templates you have configured for the project. This allows you to optionally add documents that have merge fields, or require signatures.

In this version you can create workspaces in PEXA Projects directly from OPEX, bulk import your lot data, provide more flexibility for your vendors and more! 🥳 PEXA Projects: Create workspaces in PEXA Projects from OPEX! Contracts: Search for the purchaser solicitors PEXA "Subscriber Name" when creating a contract Contracts: A new option to allow a vendor staff member to approve a contract to be sent to their authorised signatory Lots: Import/bulk update lot information including lot number, unit number, area, asking price, child title, lot address, notes and more! Merge Fields: A "Committee Appointed" merge field for post registration projects Merge Fields: Queensland post registration projects also get merge fields for Disclosure Improvements Disclosure Assets Other Disclosure Info Admin Contribution Insurance Contribution Sinking Contribution Total Admin Contribution Total Sinking Contribution PEXA Projects From the "PEXA Details" screen you can now: Create or update a project in PEXA Projects Search for mortgagee subscribers Create Workspaces for exchanged lots Open the project in PEXA Incoming Proprietor Rep Search When creating a contract you can now search PEXA for the correct "Incoming Proprietor Rep" - this removes any issues when creating workspaces via the API. Lots Screen You can now bulk update all your lot data, including: Lot Number Unit Number Lot Address Plan Folio Volume Matter Number PEXA Workspace ID Unit Entitlement Interest Entitlement (QLD) Child Title Asking Price No. Bedrooms No. Bathrooms Internal Area Balcony Area Notes

This version introduces two factor authentication, even more control over your contracts and something very dark... 😈 Read on for more details. Contracts: You can now (optionally) specify a finance due date Project Settings: You can now allow Vendor staff to approve contracts before they go to the authorised signatories PEXA Projects: When creating a project in PEXA, OPEX first verifies that the Vendors have ABN's present Users: You can now delete all user types Users: Two factor SMS authentication is now available for all user types (law firm, developer, agent & financier) System: Our "Dark Theme" has been improved and the theme setting is now remembered for each user Finance Due Date You can now allow users to specify a date that finance is due (instead of "x days from date of contract). To use this feature just tick the box in Project Settings... ...when turned on the finance block will default to "Manually specified date" - however you'll still be able to toggle back to "X days from date of contract" if you wish. 😉 Vendor staff approval of contracts... You can now allow your vendor users to approve contracts before two key events: After the purchaser signs, and before it's sent to the vendors authorised signatory; and/or After all parties have signed, but before setting the contract to "Exchanged" This gives you the flexibility to fit in with your larger clients workflows. To use this feature, activate it in "Project Settings"... ...don't forget to specify which users you want OPEX to notify when they have a contract that needs approval - this is done via the "Manage Users" section just below the workflow diagram. SMS Authentication You can now setup SMS authentication for all users of OPEX... ...when active the user will be required to enter an SMS code to login. We strongly recommend implementing this feature for all your users. Dark Mode Use the 'theme' toggle at the bottom of the main menu to switch between light (default) and dark modes. The option you specify will be remembered until you decide to change it.

In this version we're releasing a new module called "Variations", which as the name suggests allows you to create variations against exchanged contracts and have them signed within OPEX. Checkout the below video and listen to me stumble through explaining how the new Variations feature works. 😆 Contact us if you have any questions, or would like a demo of the Variations feature.

Welcome to the second week of 2024 and you guessed it - we're releasing new OPEX features! 😆 We start the year with more flexibility on purchasers, and their solicitors on exchanged contracts, including: Contracts: You can now change the "Purchaser" on an exchanged contract Contracts: You can now change the "Purchaser Solicitor" on an exchanged contract Sales Schedule: You can now update a Purchasers "TFN" details on the Sales Schedule PEXA Projects: The project level "PEXA Details" screen has been improved Email Campaigns: Purchaser, and Purchaser Solicitor recipients are now ordered by their "lot" number Change Purchasers on exchanged contracts Open an exchanged contract and navigate to the "Purchaser's Details" tab (the first tab) in the wizard, there you'll find a new "Replace Purchaser" link at the top right of the purchaser details section. Replace a purchaser on an exchanged contract Attach a document (nomination forms etc) to evidence the change The original purchaser details are retained, as well as the new purchaser The original contract remains unchanged A history of all changes is kept in a new "Nominations" menu item All "Nominations' are linked to the contract, and the sales schedule Both the original, and new purchaser are used in Email Campaigns After you have changed a purchaser, use the 'history' icon to access the original, and replacement purchaser details. Change Purchasers Solicitor on exchanged contracts Open an exchanged contract and navigate to the "Contract Details" tab (the second tab) in the wizard, there you'll find a new "Replace Purchaser Solicitor" link at the top right of the purchaser details section. Replace a Purchaser's Solicitor on an exchanged contract Attach a document (engagement letter etc) to evidence the change The original solicitor details are retained, as well as the new details The original contract remains unchanged A history of all changes is retained The new solicitor details are used in Email Campaigns Change a Purchasers TFN You can now update a purchasers TFN from the Sales Schedule. PEXA Projects The "PEXA Details" screen has had some layout and validation improvements to reduce the risk of validation errors when communicating with PEXA. We've also made the Vendors 'links' to open their records in a new screen for quick reference. Email Campaigns Recipients are now ordered by their "lot" number (where possible). Just a small 'quality of life' change.

We like to have fun here at OPEX, so in today's update - it's snowing for Christmas! 😆 We did of course deliver a number of new features as well, which includes: Email Campaign Attachments: Can now be any size. Yep, absolutely no file size restriction at all. Checklists: You can now add "Checklists" to projects, these behave much like "Additional Improvements", but without pricing schedules. Checkbox: We've added a new type of input field called "Checkbox", this allows Purchasers to "check a box" in a contract. Agent Merge Fields: We've added two new merge fields for the Vendors Agent, these are "Agent Email Address" and "Agent Name, Agency & Contact Block". These will insert the details of the Agent user who creates the contract. Victorian Fields: We've cleaned up labelling for "Folio", "Volume" and other field labels for our Victorian users. Delete a Master Contract: You can now delete a Master Contract - so long as it hasn't been used. Purchaser Solicitors: Now receive the exchange confirmation email even if they're skipped in the contract process. Branded Login Screen: You can now add your logo to your login screen, which also removes the need for your users to enter the "Account" value. It's snowing! Ok, it's the peak of summer here in Australia - but we're entering the festive season and we wanted to have some fun! Legal software doesn't have to be boring. ☃️ Checklists Ok, a little more serious now... When creating a project, you can now add "Checklists" - these work in the same way as "Additional Improvements" but without prices and are great for adding merged lists to your contracts for things like "Purchaser Language Preference" or anything in a list really. Checkbox This one is simple, but useful. You can now place checkboxes on contracts that Purchasers (or Vendors) can interact with while they're signing. You'll find it in the "Input Fields" section of merge fields. Agent Merge Fields You'll find two new merge fields in the "Contract Details" section for: Agent Email Address Agent Name, Agency & Contact Details When added to a contract the details of the Agent who creates the contract will be inserted from their OPEX user profile. Super handy if you've got lots of different agents issuing contracts in a single project! Branded Login Screen You can now upload your logo and have it show on the login screen instead of our OPEX logo - but that isn't the only change. Now when a Vendor clicks a link in an email to view a contract (for example) they'll land on YOUR login screen and won't need to enter an "Account" value.

Today's update gives you the ability to easily resend contract emails, adds a new "Matter Number" merge field and introduces an even easier signing experience for your purchasers. Enhanced Signing Navigation: Anyone signing a contract through OPEX will now find the process even easier with prompts on what to do as they move through the contract. Resend Contract Emails: Easily resend contract related emails from the status panel. Matter Number: We've added a new field, and merge field for "Matter Number". Contract Status Panel: You'll now see even more information in the contract status. Enhanced Signing Navigation On a desktop, laptop, tablet or mobile phone - signing is now even easier with OPEX's enhanced signing navigation. The signatory is guided throughout the signing process, with clear prompts and a simple user experience. Resend Contract Emails You can now resend contract emails directly from the contract status panel, simply click the resend icon against the email address. Note you will not see the resend icon if the person has already completed their step. 😉 Matter Number When creating a contract you'll find a new "Matter Number" field to the right of the lot sector. This field has a corresponding merge field so you can include Matter Numbers in your contracts.