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.

Cybercriminals are targeting brokers like you, and you could come under attack and not realise until it’s too late.

MFA and Mercury Access

Given the increasing nature of this kind of fraud, and the associated risk to your clients’ information, from Monday 6th September 2021, all users of Mercury who are Credit Representatives and their admin staff must enable MFA on their Mercury account.

We strongly recommend that ACL holders also set up MFA to help protect their business.

How to help protect your business and clients from attacks?

This month we became aware of an incident where an attacker was able to impersonate a broker over email, which led to the broker’s client depositing money into the criminal’s account rather a lender’s settlement account, resulting in the loss of the client’s funds. This fraud was possible because the criminal was able to gain access to the broker’s email account and impersonate the broker.

The risk of this happening to you can be removed by simply adding Multi-factor authentication (MFA) to your email provider and Mercury accounts.

Multi-factor authentication is one of the most effective controls you can implement to protect yourself against an attacker gaining access to a device or network and accessing you and your clients’ sensitive information.

Enable MFA

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.