Optimus Text User Guide

Owned by Roly Birkwood
Last updated: Jun 09, 2021
2 min read

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’.