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In this release we...
Added "drag & drop" to re-order Contract Elements in Master Contracts
Introduced a new "small" signature panel variant
Added a "Clone Project" feature for Administrator users
Gave you the ability to restrict Agent users to specific Lots in a project
Added a new screen to store your firms trust account details
Changed the "Project Details" screen so you can add the trust account details for payment of the deposit (or set it to use your firm account details)
Introduced a new feature that automatically emails the purchaser instructions on paying the deposit, which is secured by SMS 2FA
Provided a new way to interact with InSite Logic contracts
Changed the way Document visibility behaves
Tweaked the Settlement Statement; and
Gave Developer users more power when creating Contracts
...continue reading for all the details.
Master contract improvements
The ordering of contract elements in master contracts just got much easier! You can now "drag & drop" contract elements to re-order your master contracts. đĽł
Smaller signature panels
We've introduced a new "small" signature panel, which will now be inserted by default when adding signature panels to contract elements. You can still toggle to the old larger signature panels as needed.
Note all existing contracts will continue to use the larger signature panels, the smaller panels will be used for all contract elements you create from now
Clone Project
Use the "Clone Project" option in a projects sub menu to clone a project, including all contract elements and master contracts. The only thing it doesn't clone is lots and contracts against lots - making it perfect for quickly creating the next stage in your project! đ¤
Restrict agent users to specific lots
You now have the option to restrict Agent users to specific "Lots" within a project. When restricted an Agent will only see their lots when creating a contract of sale or viewing the Lots and Sales Schedule screens.
Store your trust account details
You can now store your "Trust Account Details" in OPEX, this is in preparation for an upcoming feature that allows you to securely send your trust account details to purchasers for payment of their deposit. You'll find this screen in "Settings > Trust Account Details".
Project Details
Set your projects to use your firms trust account details (as configured in the above screen) or manually set a different account. These details will be used in the automated deposit instructions (below).
Automatically email deposit instructions
Where a project has the deposit account details complete (above) you'll have the option to automatically email purchasers on exchange with instructions on how to pay their deposit.
When this feature is turned on the below email is automatically sent to purchasers when a contract is exchanged.
Clicking the "Pay Deposit" button opens their web browser and prompts them to access the details securely using an SMS code sent to their mobile phone (the same process they used to sign the contract).
Once authenticated they'll see the details of the property they're purchasing, the deposit amount due and the due date for the deposit. They can then select if they'll be paying the deposit from a domestic or international account to see the relevant instructions.
When selecting "Domestic" they'll see the account details as specified on the "Project Details" screen in OPEX, each field (BSB, Account Number etc) has a helpful 'copy' function to make it easy for the purchaser to transfer the details to their banking system.
When selecting "International" they'll have the option to use "Send Payments" to transfer the funds via a low fee service, backed by PEXA.
InSite Logic integration option
A new option has been added to change the way the InSite Logic integration behaves in relation to existing contracts. Where a contract is issued from OPEX on a lot that already has a contract assigned in InSite you now have two options for how it behaves:
Issue the contract from OPEX, but do not update InSite at all; or
Issue the contract from OPEX, only update the contract statuses and conditions
Access to "Documents" restricted to creator
When using the "Documents" feature to sign general documents that document will be restricted its creator by default - meaning other users will not see it in the Documents list screen. You can add other users to the document as needed using the "Add a Team Member" button when viewing a document.
This is only relevant for the "Documents" feature and doesn't impact regular contracts
Notify even more people when a contract is exchanged
You can now add even more people to be notified when a contract is exchanged, including developer users and agents who are assigned to the project.
Settlement report improvements
We've added the "total" liability/entitlement for the project in each lots settlement statement to make it easier to manually verify the calculations. This now shows in the "Settlement Calculator" screen and report.
Developer users creating contracts
In the last release we added the ability for you to allow "Developer" users to create contracts for specific projects. This release enhances their ability by allowing them to insert Special Conditions and Additional Documents when creating a contract of sale.
