This will streamline your initial interactions with clients and save you the hassle of having to send a seperate consent form, ultimately freeing up your time. 

Did you know your web browser has a built in spellcheck?

You can activate this in Google Chrome by right clicking your mouse and selecting spellcheck.

Misspelled words will now appear underlined with a wavy red line, and you can easily select the correct spelling by right clicking over the error.

• 86 400
• ANZ
• Better Mortgage Manager
• Connective Essentials
• CitiBank
• La Trobe Financial
• P&N Bank
• RedZed

Visit the Connective Wiki to learn more about this new Nexus Feature.

We know you want to run your business, your way. That’s why you can now use the Admin app to choose which tools you hide and show in Mercury Nexus and personalise the sub navigation menu in each app to suit your processes.

Simply Navigate to Admin > View Preferences and select the tools you want visible. Your preferences will be reflected in the corresponding app immediately.

Not only does the Kanban provide you with full visibility of your business in seconds, but it also offers other productivity efficiencies.

Did you know, you can easily add notes or send emails from the Kanban view?

Save time navigating across multiple opportunities and streamline your notetaking process from the one screen.

To create a note 

Open the Kanban view (located in the main left-hand menu in the CRM).

Hover your cursor over the opportunity you want to add a note.

Click on the ellipses and select Create Note from the drop-down menu.

Compose your note. The details will automatically save and be available in the notes section of the opportunity.

To send an email 

Open the Kanban view (located in the main left-hand menu in the CRM).

Hover your cursor over the opportunity you want to send an email from.

Click on the ellipses and select Create Note from the drop-down menu.

Select the Send as Email checkbox. The Note Type will automatically update to Email Out.

Compose your email and simply press send.

You now have the power to update your own banking details via the Membership Centre in Mercury Nexus. It’s simple, easy to use and saves you time!

What you need to know:

• Directors can update bank account details for membership fees and commission payments.
• We’ll notify all directors when changes are made.
• Directors have three days to amend or stop the changes before they are implemented.
• You can also request to change your credit card details. We’ll send you the form via email to do this.
• Two-factor authentication is required to submit changes to your commission payment banking details.

Visit the Connective Wiki to learn more.

My Connective Wiki 

We know many members are using Mercury 5 to store lender passwords. Please note this will feature will not be available in Mercury Nexus and we will be removing it from Mercury 5 on 1 September 2021.

So how are you supposed to remember your strong, unique passwords?

We recommend using a password manager to keep track of your passwords.

A password manager is an online tool that creates unique passwords and auto fills the credentials every time you revisit the site. Password managers also allow you to safely share passwords with team members and clients, with the ability to quickly edit and revoke access as required.

When choosing a password manager you should always:

• Conduct research to ensure the password manager is from a reputable vendor
• Conduct research to ensure the password manager is maintained by the vendor with regular security updates
• Protect the password manager with its own strong and memorable passphrase.

The most popular password managers in Australia include LastPass, Keeper, Dashlane, 1Password and NordPass.

From the Commissions App you can quickly create quarterly commissions statements to assist with tax, BAS and other reporting requirements.

Head over to Commissions > Commission Statements and simply drag the columns you want to group into the task bar.

This will create an expandable summary row, including the total for each group.

You can change the grouping, by changing the order you add items to the task bar.

You can also use the filter to eliminate unnecessary data.