OSL Broker™ Support

At OSL we understand that part of providing a solution is providing the support that comes with it. Just as you build relationships with your clients we must build relationships with ours.

NEW Version now available June 2009

This version is a significant program revision including the following program enhancements:

  • Contacts database – Your Clients have been separated from your Applications this allows you to have more than 1 application for each client. (The old version required you to add a new Client with each Application).
  • Merge tool – so that you can allocate Application to the correct Contact.
  • Emails to your contacts database.
  • Loan manager and calculator - Loans can be created and saved as PDF files for Clients and Applications including Amortization schedule and repayment chart.
  • Document library - All Applications and Loans can be saved as PDF files and can be easily printed and or emailed.
  • Dairy with Outlook look and feel with links to your Clients and Application reminders.
  • Modernized user interface.
Important: Once your database has been updated you will see a Contact for each Application. In some cases this will mean that you will have the same Contact more than once. Simply use the merge tool above to tidy up your Contact s list.
If you have not received the latest version please contact our support desk.

F1 HELP

ALL OF OUR PROGRAMS COME WITH A HELP MENU. IF YOU HAVE A QUESTION WHILST USING ANY OSL SOFTWARE SIMPLY PRESS F1 AND THE HELP MENU WILL APPEAR.

E-MAIL US

All registered users are entitled to free e-mail support, if you need to contact us please send an e-mail to support@osl.co.nz .

REMOTE ASSISTANCE

OSL has two methods to offer users instant support in real time for both ONLINE and Professional version of OSL Agent.

Shadow - For online software, it is possible for a support member to view your connected session (view OSL applications only) to see what exactly the help required maybe and provide assistance.

VNC – We offer a virtual network connection which allows you to connect to your machine to one of our support team member and work with you one on one at your computer.

Both remote support methods may also be used in educational contexts, for example to allow you to view your computer screen while it is being manipulated by the instructor. Which method to use will be determined by the support team member depending on the situation.

PROGRAM CHANGE REQUEST

If you have any suggestions regarding program enhancements then please fill in the OSL Suggestion Form and submit to us.