Sophie Ritter

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Activity overview

Latest activity by Sophie Ritter
  • Sophie Ritter created an article,

    What's new in Oper - 22/01/2024

    New Year Release 2024.1 🥳 We hope your winter holiday was peaceful and enjoyable with loved ones. In September 2023, we launched the Simulator, a new advisory tool designed to help you guide and c...

  • Sophie Ritter created an article,

    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 la...

  • Sophie Ritter created an article,

    What's new in Oper - 06/12/2023

    Release 2023.14  We're thrilled to announce some exciting updates in our latest release. Let’s dive in!  What’s New ?   ACTIVATION Landing page: fresh update for a more modern and human look Our l...

  • Sophie Ritter created an article,

    Elantis Integration - Sending a Loan Request

    A loan request is sent to Elantis when an advisor opens the loan request, clicks on “send to lender”, and selects “Elantis” from the dropdown. After providing the broker code, the loan request can ...

  • Sophie Ritter created an article,

    NEW - Try out creating solutions in the Simulator (beta)

    We’re introducing new capabilities in our new Simulator (beta) that will take your existing and new simulations to the next level: Step 3: Explore rates and select products. Receive instant acce...

  • Sophie Ritter created an article,

    What's new in Oper - 13/11/2023

    'Halloween ' Release 2023.13 What’s New? ACTIVATION --------------------------------------------------------------- Landing page v2.0 Your Borrower Portal deserves what’s best! We’ve started to ...

  • Sophie Ritter created an article,

    What's new in Oper - 03/10/2023

    We're thrilled to unveil some exciting updates in our latest release. Our brand new Simulator gets new powerful features and improvements. Plus, we’ve fine-tuned the Interest Rate Breakdown and Doc...

  • Sophie Ritter created an article,

    The Offer List - Creating an Offer with Multiple Products

    Multiple offers can be generated in the Offer List tab of the Advisor portal.    Follow the instructions here on how to create an offer. When you create an offer make sure at least one product has ...

  • Sophie Ritter created an article,

    The Offer List - Creating an Offer for One Product

    Assuming that the borrower's financial situation (see tab Clients) and future property (see tab Properties) have been filled in, you can now create a mortgage offer tailored to the loan request of ...

  • Sophie Ritter created an article,

    Help, some input Fields are Greyed Out

    "Some of my input fields are greyed out and I cannot fill them in anymore. This used to work before."   It can be that when an update happens, some of the saved cache data has become obsolete and i...