In case you missed it – we launched the new Borrowing Capacity Calculator last year. Since then, we’ve continued to refine it based on member feedback. 

Access update:

We’re updating how you access the Borrowing Capacity Calculator to help keep client data accurate and up to date.

You can access the calculator directly within an opportunity in the CRM, where it syncs all data automatically. As part of this update, the calculator link on the Mercury Nexus dashboard (as seen below) will be removed soon.

Open Banking generated statements and summary (proof of balance) documents for business accounts now include additional information. 

Alongside the business name, the document header now also displays the legal name, authorised agent name, and ABN, improving clarity and enabling faster verification for brokers.

We've released an upgraded version of Connective AI, the tool that finds lender policy information in seconds. 

We’ve gathered your feedback and worked with leading AI experts in this field to make it more accurate, more consistent, and fully verifiable. Every answer now shows its source, so you always know exactly where the information came from. Login to the Community and read our latest article to learn more.

Here’s what’s new: 

• You’ll now see the source behind every AI answer, including a direct link to the lender policy document. 
• Connective AI now supports over 100 lenders on our panel, across residential, commercial and asset finance. 

Try it out and let us know what you think. Your feedback helps us shape what comes next.

Explore Connective AI today 

We’ve introduced the next phase of the new Client Portal in Mercury Nexus - continuing our work to simplify how your clients share information and helping you progress applications faster.

In case you missed the initial release, the Client Portal is the updated version of the Client Centre’s data collection experience. Login to our community to learn more.

What’s new?

Questionnaires are now part of the new Client Portal 

You can now include any type of questionnaire as part of the guided Client Portal journey. This allows clients to complete their personal details, financials and the questionnaire responses all within one structured experience.

To learn how to access the new client portal and start using it, please refer to this Wiki article.

Our latest training course on the new Borrowing Capacity Calculator, is now available in the Connective Training Hub. In just 15 minutes, you’ll learn how to navigate our upgraded Borrowing Capacity Calculator so you can present sharper, more accurate lending options to your clients.

Click here to login to Mercury Nexus and begin the course. 

This course will help you: 

• Understand how to access and navigate the new calculator 
• Use validation tools to improve accuracy and reduce rework 
• Interpret lender results and customise servicing scenarios 
• Apply real-world examples to streamline your workflow 

This training is perfect for any Connective member who want to analyse options faster, compare lenders with confidence, and guide clients toward the lending solution that best supports their goals. 

Start course

In case you missed it, we recently launched the new Client Portal in Mercury Nexus and thanks to your feedback, we’re rolling out regular enhancements to make it even better. 

Here’s the latest: 

Progress bar
We’ve added a progress bar so your clients can quickly see where they are in the workflow, what’s completed, and what’s still ahead, and it’s visible at the top of every page.

Overview page 
Your clients can now access a progress overview page from the dropdown menu near their name, showing all the modules in their request.

This page highlights what’s been done, what’s underway, and what’s next. They can jump straight into any module with a single click for a smoother experience.

Additional updates to your client’s experience:

In case you missed it – we recently launched our new Borrowing Capacity Calculator, and thanks to your feedback, we’re making regular updates.

Latest updates:

Save and manage scenarios directly in the Opportunity

When using the new Borrowing Capacity Calculator, please access it directly within an Opportunity record in the CRM. This lets you create, save, and manage your scenarios in one place. It also keeps client data consistent and easy to maintain across the platform.

To streamline the experience, we’ll soon retire the standalone calculator links from the Mercury Nexus Apps dashboard (as seen below).

Combining living expense per household

In case you missed it, we recently launched the new Client Portal and thanks to your feedback, we’re rolling out regular enhancements to make it even better.

Here’s the latest:

No more backtracking - Your clients can resume where they left off!

Your clients can now save their progress and return later to complete their submission with the new exit and resume later function. No more clicking through pages to get back to where they were. This update makes the experience smoother and more seamless for your clients.

Your feedback is key to shaping the final version of the portal and ensuring it continues to meet your clients’ needs. Please continue to share your feedback with clientportal@connective.com.au.

To learn how to access the new client portal and start using it, please refer to this Wiki article.

If you’ve ever tracked rate expiries in a spreadsheet, you know how easy it is for something to slip through the cracks. Rate Reviews in Mercury Nexus changes that - helping you manage client rate reviews directly within each Opportunity.