Applicable to anyone using CitoPlus.

From Tuesday 9 June, all new CitoPlus deals will automatically sync into Mercury Nexus, bringing commercial activity into one place and reducing manual data entry. 

What does this mean for you?

• Once live any new deals created in CitoPlus will automatically sync and appear in your Mercury Nexus CRM. 
• Updates made to existing deals in CitoPlus will also sync through.
• As part of the sync, Borrower, lender, and loan product details will be captured in the CRM.

Important

Any deal creations, changes, and status management should continue to be done in CitoPlus. Think of Mercury Nexus as your view of the deal, with CitoPlus staying as the place you manage it. 

Opt-out anytime

If this integration doesn’t fit in with your current workflow, you can opt out at any time. Just reach out to the CitoPlus support team at support@citoplus.com.au