What's new in Oper - 21/12/2023

Christmas Release 2023.15 

We're excited to send you some early Christmas gifts this week. Before you take some well-deserved time off with your loved ones, check out the product updates in our last release of the year 2023.

 

 What’s New?

ADVISORY

️ Upgraded simulation reports

We couldn’t help ourselves and make our first iteration of the simulation report a little better…and so we did! In this upgraded version, you’ll notice improvements in layout and content that add a touch of professionalism to your reports:

• A branded cover page featuring your company logo and the simulation title
• Your personal and office contact details, prominently displayed
• A compliance disclaimer for added safety and professionalism

PS: if you encounter issues with how your contact details appear on the document, please contact our team at [e-mail].

 

 Enjoyable and efficient product selection

We’ve introduced automatic grouping of product selections into “bundles” for each lender. These visual bundles provide clearer insight into the solutions you’ll create in the next step. Give these bundles a spin, and share your feedback with us!

 

⚡ Delete solutions in bulk

You can now select and delete multiple solutions at once with our new bulk actions bar. Additional bulk actions coming soon — stay tuned!

 

️ Key Fixes & Improvements

Some key enhancements to password authentication for the Borrower Portal that give you more control and flexibility.

• Show or Hide Password: want your borrowers to see their entered password? Or prefer to keep it hidden? The choice is now yours!
• Mandatory password reset: take security a step further by setting up mandatory password resets. This ensures that your customers regularly update their passwords, keeping their accounts safe and sound.

Your security, your way!

 What’s Next

We’re continuously listening to your feedback and here are some upcoming improvements:

• Activation
  • Be prepared to bring your onboarding process to the next level! Brace for a sign-up makeover that turns curious borrowers into eager converts.
• Advisory
  • Adding multiple borrowers
  • Adding contact details of a lead
  • Plan for converting a simulation into a request
  • Optimise automatic product amount allocation
  • The ability to configure certain discount groups by default