We understand at times you may wish to use your data outside of our platform. That's why we've made it easy for you to export it.

How to export data from a table in Mercury:

1. Run a search.
2. Right click anywhere in the search results.
3. Select the Export option.
4. An Excel file will be downloaded by your web browser. Open or Save the file.

If you're exporting data from People or Opportunities you will only get the first 100 records (the first page). We suggest you use the Export to Excel button instead as it has been designed specifically for exporting data from these sections. If you're exporting data from anywhere in the commissions app you will get all pages using the right-click export to Excel function.

How to export People and Opportunity data using the Export to Excel feature:

1. Run a search.
2. Navigate to the Export to Excel button in the top menu.
3. Choose All to download the complete search or Selected to download the highlighted section.
4. An Excel file will be downloaded by your web browser. Open or Save the file.

Visit the wiki to learn more: https://support.connective.com.au/hc/en-us/articles/360052114293

Our schedule maintenance has been successfully completed.

The Client Centre is back online and available for use. If you encounter any issues please let us know via the Mercury Helpdesk.

Regards,

The Mercury Nexus Team

We've released a fix that resolved an issue impacting access Borrowing Capacity Calculators.

We thank you for your patience as our team worked with NextGen to rectify the problem. If you have any further issues please let us know via the Mercury Helpdesk or through your BSM. 

Regards, 

The Mercury Nexus Team

If you are looking for additional funds on a refinance, you can quickly determine maximum loan amount for Connective Affinity using the Borrowing Capacity tool located in the CRM dashboard.

To do this:

1. Select +Borrowing Capacity from the top menu in the CRM app.

2. Enter the client details - keeping in mind the LVR must be no higher than 75% (as of December 2021).

3. Click Calculate to reveal lenders on the right-hand side panel.

4. Select Connective Affinity to view the maximum amount.

Many of our asset finance brokers are now experiencing the benefits of our purpose-built asset finance CRM – so what’s stopping you?

Mercury Nexus is designed to reduce repetitive administration and streamline your processes. 

The first-class quick quoting tool will save you precious time – allowing you to accurately generate and compare quotes for your clients over the phone. Use the Kanban to manage all your sales opportunities from the one page, quickly progressing deals with drag and drop functionality. Securely store and access all your data, contacts, client communications and opportunities in the one place. 

Get started with the Asset Finance CRM by logging in to your Mercury Nexus account. 

The Connective wiki has a host of articles to help you: https://support.connective.com.au/hc/en-us/articles/4405893285401-About-CAF-CRM

With all the functionality you know and love, we’re delighted to unveil our sleek new Client Centre with a look that’s sure to impress your clients. This is the first of a list of enhancements we have planned for the Client Centre that we know you’ll love as much as we do.

Built with responsive and fluid design principles, your clients will receive the same flawless experience regardless of the device they use, whether on a desktop, laptop or mobile device.

You can now also customise it to suit your brand. As well as adding your logo, you can change the primary, secondary and highlight colours to enhance your brand recognition. These have been automatically set, but you can change them via the Admin app. To learn how visit: https://support.connective.com.au/hc/en-us/articles/4411353531929-Setting-Branding-Colours-for-the-Client-Centre

You asked for it and we delivered!  We've listened to your votes (the highest ever!) via the Ideas Portal and we're thrilled to announce that as of 9 December 2021 you will be able to link single and multiple mortgage loan liabilities against a real estate asset.

How to add and link liabilities to real estate items

There will be many cases where you need to record multiple mortgage loan liabilities against your real estate asset, you will now be able to record these within the Opportunity. 

1. Open the relevant Opportunity.

2. Select Financials from the left hand sub menu.

3. Navigate to Real Estate Assets in the top menu.

4. Expand real estate entry using the arrow

5. Any existing Mortgage details will be displayed. To add a new mortgage click the Add Another Loan button. 

From here you can add the relevant mortgage details. 

Adding existing liabilities 

If you have Liabilities on your opportunity, you can also add these to the real estate asset. 

1. Simply select the Link/ Unlink Liabilities button. 

2. From here the mortgage loan liabilities will be listed. Check the box for the Mortgage Loan you wish to link. 

Mortgage entries will now all appear in the Liabilities section. You can also link mortgage loan liabilities to real estate assets from here. Simply use the Link/Unlink Assets button. 

We've now aligned the real estate assets and liability fields with Apply Online. So when you push the opportunity to Apply Online you can save on data entry. 

Refer to the Wiki to learn more. 

The Client Centre is getting a face lift. With all the functionality you know and love, this new version will simplify the user experience with a brand-new modern interface.

You will be able to personalise the look and feel of the Client Centre, by selecting primary, secondary and highlight colours to better reflect your brand via the Admin app.

We will be providing more details, including videos, wikis and screenshots next week, so that you can prepare your clients for the change. 

This is just one of the exciting updates we have planned for the coming months. Be sure to subscribe to Nexus News to stay up-to-date.

Mercury Nexus is designed to work with your processes; not complicate them. Save time scanning records by displaying Opportunity, People, Company and Task home page information in a way that suits your personal preferences.

Not only can you select which columns are displayed, but you can also personalise the size and order of columns, apply filters to individual column data and pin them to the left- or right-hand side. The best bit, Mercury Nexus remembers your preferences, so the next time you log in it will be set up just the way you like it.

To select which columns are displayed

- Navigate to the table header.

- Hover your mouse over the right-hand side of any column.

- Open the menu and choose the column selection icon.

- Check the boxes for the columns you want to be displayed.

- Navigate away from the page be selecting another tab in the left-hand menu to minimise selection panel and save your preferences as the default view.

To learn more visit the Connective Wiki: https://support.connective.com.au/hc/en-us/articles/1500002925102-Using-the-Grid-and-Column-View-options

By default, all of Connective’s panel lenders are displayed in Mercury Nexus, however you can easily customise this to suit your business.

Filter lenders when completing product comparisons

Launch the CRM or Research app and select Product Search or Product Comparison from the menu on the left.

Select +Product from the top menu. Navigate to the filter icon next to the Lenders dropdown.

From here you will be taken to a popup screen where you can choose which lenders appear in your product comparisons.

It’s important to note that Mercury Nexus saves these filters and they will be applied to subsequent product searches unless you update it.

You can also control which lenders are available for your partner group.

Navigate the Admin app and select CRM Settings from the main menu on the left. Navigate to Filter Lenders on the top menu. From here you can easily select the lenders you want to appear in Mercury Nexus.  

Use the drop-down menu to toggle between Residential, Commercial and Asset finance lenders.

Note: By unchecking a lender, it will no longer appear for any members of your partner group.

You can learn more via the Connective wiki here: https://support.connective.com.au/hc/en-us/articles/900006356603-How-to-manage-which-Lenders-appear-in-Mercury-Nexus-using-Filter-Lenders

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