Optimus Text User Guide
- Roly Birkwood
Please navigate to System Settings / Global Settings (subject to user permissions)
Update each user in your system that requires the Optimus functionality.
Please navigate to a case and product.
Ensure the following minimum details are entered:
Security Address
Postcode (must contain a space e.g. “BS22 7XX”)
Country
Mortgage Valuation
Mortgage Lender
Now save those details using the following save button, at the bottom of your screen:
Next, using the following export button, at the bottom of your screen:
Followed by selecting the Optimus option:
Make sure you click the ‘Save Quote’ button.
Your quotation will be stored within the ‘Product Details’ panel.
Make sure you place a tick within the ‘Show’ option against ‘Conveyancing Details’.
Click on the green INSTRUCT button, against the chosen quotation.
By selecting the VIEW option against a quote, you will be able to see the following information:
GENERAL CONTACT DETAILS:
FEE DETAILS:
Within the details window, the system provides you with a list of the key milestones the conveyancing process will go through:
These are Synchronised automatically for you.
Each time the Conveyancer updates a milestone, the system will capture the date this was actioned, along with updating the status from a red cross to a green tick.