The new Client Portal continues to gain momentum, delivering a 39% uplift in completion rates compared to the former Client Centre.

Need a refresher? Read these Wiki articles to learn how to navigate the updated Client Portal. 

What’s new? 

You can now access the Client Portal directly from its own tab in the left-hand panel of your Opportunity. This gives you one clear, streamlined space to manage client requests from start to finish. 

You can also edit client details, set expiry dates and view submitted client documents all directly within the Client Portal! 

Coming soon

You may notice a few additional tabs visible in the Client Portal that aren’t clickable yet. These features are launching soon: 

• Request Overview – A summary of your client’s request progress
• Review Returned Docs – Approve or reject client documents directly in the Portal
• Activity – A clear history of request updates and key actions

We look forward to sharing more soon. As always, your feedback helps shape the Client Portal. Share your thoughts at clientportal@connective.com.au.

We’ve added two buttons to the new Borrowing Capacity Calculator experience, making your day-to-day scenario work simpler, faster, and easier to manage.

What’s new?

When you access the calculator outside an opportunity, you can create a new calculator (Add) and access saved calculations (Scenarios) in one place.

• Add - Start a new calculator instantly. It opens in a new tab, so you can create a new calculation without losing any work on your current calculator.

The new calculator provides:

• More accurate borrowing estimates across 38 lenders
• Faster workflows with auto-filled fields and synced opportunities 
• More flexibility for split loans, multiple properties, and complex structures 
• A cleaner, easier-to-use layout that’s quicker to navigate 

If you haven’t had a chance to explore the new calculator yet, there’s plenty of support available, including a step-by-step Wiki guide and Short training course.

Login to Mercury Nexus and explore the new Borrowing Capacity Calculator today!

As you know, Privacy Legislation requires you to redact Tax File Numbers (TFNs) from client documents that you store.

When you request a Tax File Number (TFN) redaction in Mercury Nexus, the redacted document is saved against the relevant opportunity under ‘attachments’ so you have a secure record on file.

What’s changing?

From today, you’ll no longer receive a copy of the redacted file in your confirmation email once a request is completed. This avoids duplicates and ensures all files are securely stored in Mercury Nexus.

Click here to learn how to redact TFN’s in Mercury Nexus.

Our latest 10-minute course introduces Open Banking and shows you how to access real-time client financial data, reduce manual work, and move opportunities forward faster.

Login to Mercury Nexus start the course today!

This course will help you:

• Understand how Open Banking works
• Send and manage Open Banking requests within Mercury Nexus
• Access and review income, expenses and liabilities statements
• Copy results directly into an Opportunity to save time and reduce rework

Start course

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.

Update: You can now save your borrowing capacity calculations when you access the new calculator outside an opportunity. This means you can explore options during your initial client conversations, keep a record of your work, and move faster when the deal progresses.

You can now manage document requests, shared documents and digital signatures directly in the new Client Portal, completing the end-to-end client journey in one place.

With this update, brokers can:

• Request documents from clients
• Share important documents like credit guides and fact sheets
• Collect digital signatures via DigiSign

Previously, clients completed their personal and financial details in the new Client Portal, then had to move back to the old Client Centre to manage documents and signatures. Now, everything happens in one place - creating a seamless experience.

👉 Read our Wiki article for a quick guide on how to get started.

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.