We are pleased to announce updates to the NCCP documents related to Consumer Asset Finance/Personal Loans and Home Loans. These updates include revisions to the

• Consumer Asset Finance & Personal Loan Credit Proposal Document
• Credit Guide
• Privacy Consent Documents

These documents have received a refreshed format and include an updated list of lenders in the Credit Guide and Privacy Consent to ensure accurate, up-to-date information.

Additionally, the home loan Preliminary Assessment Document has been updated with a disclaimer note now included beneath the funding position table to provide clearer guidance.

For brokers utilising customised versions of these documents, please ensure that your documents are updated to the latest version to maintain compliance and accuracy.

Should you have any questions or require assistance with the updated documents, feel free to reach out to our support team.

We’re pleased to announce the new Bulk Edit Actions feature in Mercury Nexus CRM, designed to make task management faster and more efficient. This update introduces the ability to perform bulk edits on tasks, allowing you to delegate, set priorities, and update due dates for multiple tasks in one go—saving time and improving workflow efficiency.

Key Bulk Actions:

• Delegate Tasks: Assign or reassign tasks to team members effortlessly by selecting multiple tasks at once, streamlining workflows and collaborations.
• Set Priorities: Adjust the priority of selected tasks to ensure high-impact items receive the attention they require without individual updates.
• Update Due Dates: Easily modify due dates on selected tasks to keep timelines accurate and organized across the board.

How It Works:

1. Access Bulk Edit

   • Go to the Tasks section in your CRM.
   • Select the tasks you want to update by clicking on each row.
     Note: Selecting multiple tasks can be done by holding the Ctrl (Command key on Mac) and clicking on the rows.
   • Click on the “Bulk Edit” button at the top of the tasks table.

2. Select Your Action

   • Choose to update the delegate, priority, or due date.
   • Specify whether to apply changes to all tasks or just the tasks you have selected.

3. Confirm and Complete

   • Review changes via the confirmation popup.
   • Confirm to apply, and updates will process in the background. You’ll be notified when complete.

Note: Bulk Edit changes are irreversible. For large task groups, updates may take a moment to reflect.

This enhancement aligns with our ongoing commitment to provide you with tools that drive efficiency. By enabling bulk updates, Nexus CRM allows for quicker, more organized task management, helping you focus on priorities and maintain momentum.

We are excited to announce an enhancement to the Nexus CRM platform's search functionality within Opportunity Notes. This update aims to make it easier for you to track vital client information, regardless of formatting within the notes.

Current Behavior and Limitations

In the existing setup, the search function within Opportunity Notes is limited to the unformatted text displayed directly in the "Note" column. If a note contains formatted text or any more complex content, such as bullet points, that content has not been searchable, meaning important information may be overlooked during keyword searches.

What’s Changing

With this improvement, you can search for any keywords within the entire note’s content—regardless of formatting, font styles, colors, or other stylistic elements. Whether it’s alphanumeric characters or special characters, the search function now scans the entire content of each note, ensuring that all relevant information is accessible. The new search is case-insensitive, meaning that you only need to search for the keyword without worrying about how it's been written in the note.

Expected Benefits

This change means you can now locate information faster and more comprehensively, eliminating the frustration of missing vital information due to formatting. For example, if you search for the word “Cloud” within an Opportunity Note, the search will yield results even if the term appears in a formatted list or all the way down inside the note's content.

We hope this enhancement adds value to your workflow.

Regards

Mercury Nexus Product Team

Heritage Bank has announced it will no longer accept new or transfer accreditations, following its merger with People’s Choice Credit Union to form People First Bank.

A waitlist is now open for those interested in becoming accredited with People First Bank. You can join by completing the waitlist form, and a Business Development Manager will reach out as spots become available.

For any queries, please contact brokerenquiries@heritage.com.au.

We’re excited to announce the latest enhancements to Nexus CRM, designed to improve your email communication and create a more personalised experience for your clients. 

These updates to the email templates allow you to include more details automatically and enhance the professionalism of your email communications. Here’s an overview of what’s new:

1. New email tags

You can now include additional details from the opportunity and sender directly into your email templates, allowing you to easily provide more context and personalised information. These new tags can be used in both the subject line and body of your emails.

New tags available:

• Sender Information: Add sender details such as first name, last name, and phone numbers.

  • {{senderFirstname}}
  • {{senderLastname}}
  • {{sender_phone_mobile}}
  • {{sender_phone_home}}

• Applicant Information: Add multiple applicant details to personalise subject lines and email bodies.

  • {{applicantFullName1}}, {{applicantFirstName1}}, {{applicantLastname1}}, {{applicantSalutation1}} (also available for applicant 2 and 3)

2. Default use of preferred names

You can now use the Preferred Name of your client when creating email templates. If your client has a preferred name, it will automatically be used in place of the first name. If no preferred name is provided, the first name will be used as a fallback.

For example, if you use the tag {{firstName}} in your templates, it will check for the client’s preferred name first and apply it where available.

3. How to use the new tags

These new tags are available everywhere in the CRM where email templates are used, including:

• Admin > CRM Settings > Email Templates
• Auto-action EMAIL Templates

Simply add these merge tags in the appropriate sections, and they will be rendered when the email is sent.

4. Example of using these new tags

Let’s say you want to send a loan update email. You can now use tags to create a personalised subject line such as:

Subject Line Example:
“Hi {{applicantFirstName1}}, attached is your loan application update from {{senderFirstname}}.”

This will dynamically pull in the client’s first name and the broker’s details, making your communication smooth and professional.

We believe these new features will streamline your email communications and help you create more meaningful connections with your clients. As always, if you have any suggestions, feel free to reach out to us via the Mercury Nexus Idea Portal.

Best regards,
The Nexus Product Team

We're excited to introduce a new feature in the Commissions App that allows you to mark payees as inactive. This update offers greater flexibility and helps keep your workflow organised by removing inactive payees from view.

Key Changes

Active/Inactive Toggle:

• A new "Active/Inactive" toggle has been added to the top of the Payee Management page, located next to the “+ New Payee” button.
• This toggle defaults to "Active" but allows you to switch to view inactive payees when needed.
• Only users with permission to manage payees will see this feature.
  
  

Process of making a Payee inactive:

• When managing payees, you can now mark them as Inactive by removing their "Mercury Access Active" status.
• To do this, simply uncheck the "Mercury Access Active" box in the payee's detail modal and save your changes.
• Once a payee is marked inactive, they will no longer appear under the "Active" tab. Instead, they will be listed under "Inactive," where they can be reactivated at any time by the group admin.

Behavior of Inactive Payees:

• Inactive payees cannot access the Commissions App and cannot be assigned to new commission payments or splitting templates.
• Existing splitting templates where the payee was previously assigned will still display the inactive payee, but no new inactive payees can be assigned.
• For instance, if “James” was used as a payee in a template before becoming inactive, he will still be visible in that template. However, you cannot assign any other inactive payees in new or existing templates.

Why This Feature is Important

This update simplifies payee management by ensuring that your active payees list only contains those who are currently in use. You will no longer have to navigate through inactive users, making your workflow more efficient.

Should you need to restore an inactive payee, you can use the toggle above in the "Payee Management" page to see the inactive payees, open their settings and tick the checkbox "Mercury Access Active" and save. The payee then become active again and can be used.

Best Regards

Mercury Nexus Product Team

We are excited to announce a key update in the way communications are managed within Nexus. The previously named Lender Comms Email has now been renamed to Communications Email. This update simplifies and enhances your ability to manage communications related to tasks, notifications, support tickets, and project updates, ensuring a more streamlined experience.

What’s new?

• Communications Email will now handle all Nexus-related communications, including:
  • Support notifications
  • Helpdesk emails (including ticket updates and acknowledgments)
  • Task delegate reminder and re-assigned emails
  • Back-channel emails from ApplyOnline (AOL)
  • Survey emails.

This change ensures that all relevant emails are sent to a designated communications email, allowing you to easily manage and prioritise important messages. 

What happens if I haven’t set up a communications email?

If the communications email is not set in your profile, emails will continue to be sent to your primary email address. 

How do I update my communications email?

1. Log in to Nexus.
2. Navigate to your Admin Profile.
3. Look for the newly updated Communications Email field.
4. Enter the preferred email address for receiving all Nexus communications.

This change is designed to reduce confusion and ensure that all communications are sent to the correct email address, especially for brokers who rely on a separate email for administrative purposes. We have listened to your feedback and made improvements to ensure that the right information is always delivered to the right place.

If you have any questions about this update or need assistance in setting up your Communications Email, please reach out to our support team.

Best regards,  

The Nexus Product Team

We’re excited to announce a new enhancement to Nexus CRM that will help you manage your tasks more effectively: the ability to set priority levels for your tasks. This feature is designed to provide you with greater control over task management, ensuring that the most important and urgent tasks receive the attention they deserve.

Key Features

1. Set task priority: You can now assign a priority level to each task you create or edit within the CRM. The available priority levels are:

• Urgent
• High
• Medium
• Low
• Very Low
• No Priority (default)

By default, all tasks are set to "No Priority." However, you can easily select a priority that reflects the task’s importance and urgency.

2. Visual indicators: Each task’s priority is visually represented by a coloured label, making it easy to identify the urgency of tasks at a glance. For example, "Urgent" tasks are highlighted in red, while "Medium" tasks appear in green.

3. Sort and filter by priority: The task list within each opportunity now includes a “Priority” column, allowing you to sort tasks based on their priority level. You can also filter tasks based on priority levels, making it easier to focus on what matters most.

4. Flexible: The “Priority” column is displayed by default but can be customized or hidden according to your preferences. You can also rearrange the column order to suit your workflow needs.

5. Dashboard integration: On the CRM dashboard, tasks will now display a priority label next to their names. If a task has no assigned priority, this label will not be shown, keeping your dashboard clean and focused.

How This Benefits You

The new task priority feature is designed to help you:

• Prioritise effectively: Easily identify and focus on the most critical tasks, ensuring that important activities are not overlooked.
• Lead your team: Assign and manage tasks with clear priorities, guiding your team to focus on tasks with the highest importance and urgency.
• Improve workflow efficiency: Sort and filter tasks by priority to streamline your workflow and manage your time more effectively.

We encourage you to start using this new feature to enhance your task management. 

If you have any scenarios, ideas, or suggestions, feel free to reach out to us via the Idea Portal.

Thank you for your continued support and feedback.
Nexus Product Team

We are excited to announce the latest enhancement to our CRM Kanban Board: Sorting by Transaction Type!

This new feature lets you arrange items on the Kanban board by their transaction type. It allows you focus your efforts by customising your workspace according to your needs, enhancing your work flow, and keeping your sales processes flowing smoothly.

We are excited to announce the latest enhancement to our CRM Kanban Board: Sorting per individual column!

In addition to sorting your kanban board as a whole, this new feature will provide you with the ability to apply an additional sort per column, allowing you to further optimise your workspace, and prioritise your opportunities. 

Key Benefits Include:

• Enhanced Sorting: Sort each column independently, thus prioritising your opportunities based on what is most important for that status.
• Improved Tracking: Monitor your opportunities with more ease.
• Optimised Workflow: Focus your efforts on what matters most.

How does it work?

Within each column header, you will be able to select from a dropdown of sorting options. Applying this sort will effect those opportunities that are visible for that column only, allowing you to prioritise each according to what is most important to you for that specific status!