Override Product Rates

You can now override the product rate to change the assessment rates within the Borrowing Capacity Calculator. This update allows you to ensure your clients match the lender criteria within a certain rate.  

To change the product rate: 

  1. Double click on the product rate you would like to edit 
  2. Type in the new rate and click out of the cell 
  3. You will see the new rate appear and the word edited next to it so you can tell which rates have been changed 
  4. The assessment rate and all the new loan figures will appear based on the new rate 

Want to go back to the original lender rates? Click on Revert Rate Overrides and all the rates will convert back.

 

Borrowing capacity updates - Connective Select and Suncorp now included

Great news - we've released another two lenders into our Nexus Servicing Engine.

Our Connective Select and Suncorp lender-specific calculators are now live in Mercury Nexus. As well as greater accuracy, you can now access the DTI and policy and servicing status at a glance. Learn more here.

Connective Select and Suncorp joins ANZ, AMP, ING, Connective Essentials, Bank of Melbourne, CBA, Westpac, NAB, Macquarie, Bankwest and St George Bank. We will continue to update you as more lenders become available.

Add or replace an image in your email templates

Adding a banner image to your emails can be a great way to make them stand out. With Mercury Nexus you can easily customise email images and templates to suit your business.

To load an image into an email:

1. Navigate to Admin from the Mercury Dashboard.
2. On the left hand menu, select CRM settings and click on Email Templates.


3. Click on the + to add a new template, or click on an existing template to edit
4. Click on More Rich
5. Click on the Image Icon
6. Search for any image you would like to use - this could be from a Google image search, your website etc.
7. Right click on the image, and click on Copy Image Address.
8. Go back to your email template and paste the Image Address into the image link field.
9. Your image will appear, and you can adjust the size to fit your email.

If you would like to use your own images, you can upload your images to an image hosting platform and then repeat the same process above. Some Image Hosting platforms we recommend are:

You can learn more about loading images into your email templates here

The simple way to create your CPD report

Did you know you can export your CPD register in Mercury into a easy to manage record sheet?

To create a CPD report:

  1. Open the CRM app and select Compliance from the main left-hand menu.
  2. Select PD Register from the top menu.
  3. Click Launch Record Sheet and choose either:
    • Current session - to create a report for the current year.
    • Previous session - to create a report for the previous year.
  4. A CPD Record Sheet will open in a new tab in your browser.
  5. Right click your mouse and choose Print.


Good CRM data management saves you time and money.

Duplicate records in your CRM can cause problems with reporting and correspondence. In the CRM, there is an easy report you can download that shows your duplicate records.

To generate the report:

  1. In the CRM app, select Reports from the main left-hand menu.
  2. Open the Custom Report tab from top menu.
  3. Choose Master: Duplicate People from the Report Name list.
  4. Click Download Report.

To remove the duplicates, search for each duplicate people record. Select the most relevant people record and delete the other(s).

You can find further information on how to manage duplicate records here, on the Connective Wiki.

Simplify your questionnaires with conditional questions

Conditional questions allow you to configure follow up questions based on an answer given.

For example, you create a question "Are you a tax resident of a foreign country?" with two responses "Yes" and "No."

You then create the conditional question "please provide your country of tax residency and your citizenship status?" which will only display when "Yes" has been selected.

How do I make a question conditional?

  1. Open the Admin app and select CRM Settings from the main left-hand menu.
  2. Click on Questionnaires in the top menu.
  3. Select the relevant questionnaire and double click to open.
  4. In the Modules and Questions tab, open the module and double click the question to open.
  5. Check the Disable by default box.
  6. Use the Enable when drop-down to Select Question.
  7. Use the Select Answer drop down to record the trigger answer.
  8. Click Close.

Note. You will need to log out of Mercury Nexus for the change to take effect.

You can learn more about conditional questions here, on our Connective Wiki.


Borrowing capacity updates - ANZ and AMP now included

Great news - we've released another two lenders into our Nexus Servicing Engine.

Our ANZ and AMP lender-specific calculators are now live in Mercury Nexus. As well as greater accuracy, you can now access the DTI and policy and servicing status at a glance. Learn more here.

ANZ and AMP joins ING, Connective Essentials, Bank of Melbourne, CBA, Westpac, NAB, Macquarie, Bankwest and St George Bank. We will continue to update you as more lenders become available.

Calculate multiple borrowing capacities for income and expense variations

Need to calculate a clients borrowing capacity based on different income or expense totals? We’ve added an eye icon next to the income and expense type fields. Enabling or disabling this icon allows you easily calculate borrowing capacities by either adding or suppressing it from the income total.

Instead of opening two Borrowing Capacity calculator tabs to compare different income or expense variables and their effect on your client’s borrowing capacity, you can now perform all your comparison calculations in one tab.


Stay up to date and minimise distractions by managing notifications

Did you know it can take around 25 minutes to get back on track after a distraction? Good notification management helps productivity.

In Mercury Nexus, you can control how and if you receive notifications for:

  • Client Centre Accessed
  • Credit Report Received
  • Client Centre Progress Updated
  • Client Centre Submitted
  • Document Uploaded
  • Disclosure Documents Requested
  • Opportunity Status Updated
  • Task Updated
  • Task Completed

You can manage your notification as follows:

  1. Open the Admin app and select My Details from the main left-hand menu.
  2. Navigate to Notifications in the top menu.
  3. Use the drop-down to toggle between the notifications available for the Client Centre, Doc Centre, Commissions, Opportunities and Tasks.
  4. Use the check boxes to select if you would like to receive a notification via the Notification Centre, Email and/or SMS.
  5. If you check Client Centre Progress Updated, you will receive notifications for every change the client makes in the Client Centre.
  6. Navigate away from the tab to save your changes


Borrowing capacity updates - ING and Connective Essentials now included

Great news - we've released another two lenders into our Nexus Servicing Engine. 

Our ING and Connective Essentials lender-specific calculators are now live in Mercury Nexus. As well as greater accuracy, you can now access the DTI and policy and servicing status at a glance. Learn more here.

ING and Connective Essentials joins Bank of Melbourne, CBA, Westpac, NAB, Macquarie, Bankwest and St George Bank. We will continue to update you as more lenders become available.

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