Did you know you can export your CPD register in Mercury into a easy to manage record sheet?

To create a CPD report:

1. Open the CRM app and select Compliance from the main left-hand menu.
2. Select PD Register from the top menu.
3. Click Launch Record Sheet and choose either:
   • Current session - to create a report for the current year.
   • Previous session - to create a report for the previous year.
4. A CPD Record Sheet will open in a new tab in your browser.
5. Right click your mouse and choose Print.

Duplicate records in your CRM can cause problems with reporting and correspondence. In the CRM, there is an easy report you can download that shows your duplicate records.

To generate the report:

1. In the CRM app, select Reports from the main left-hand menu.
2. Open the Custom Report tab from top menu.
3. Choose Master: Duplicate People from the Report Name list.
4. Click Download Report.

To remove the duplicates, search for each duplicate people record. Select the most relevant people record and delete the other(s).

You can find further information on how to manage duplicate records here, on the Connective Wiki.

Conditional questions allow you to configure follow up questions based on an answer given.

For example, you create a question "Are you a tax resident of a foreign country?" with two responses "Yes" and "No."

You then create the conditional question "please provide your country of tax residency and your citizenship status?" which will only display when "Yes" has been selected.

How do I make a question conditional?

1. Open the Admin app and select CRM Settings from the main left-hand menu.
2. Click on Questionnaires in the top menu.
3. Select the relevant questionnaire and double click to open.
4. In the Modules and Questions tab, open the module and double click the question to open.
5. Check the Disable by default box.
6. Use the Enable when drop-down to Select Question.
7. Use the Select Answer drop down to record the trigger answer.
8. Click Close.

Note. You will need to log out of Mercury Nexus for the change to take effect.

You can learn more about conditional questions here, on our Connective Wiki.

Great news - we've released another two lenders into our Nexus Servicing Engine.

Our ANZ and AMP lender-specific calculators are now live in Mercury Nexus. As well as greater accuracy, you can now access the DTI and policy and servicing status at a glance. Learn more here.

ANZ and AMP joins ING, Connective Essentials, Bank of Melbourne, CBA, Westpac, NAB, Macquarie, Bankwest and St George Bank. We will continue to update you as more lenders become available.

Need to calculate a clients borrowing capacity based on different income or expense totals? We’ve added an eye icon next to the income and expense type fields. Enabling or disabling this icon allows you easily calculate borrowing capacities by either adding or suppressing it from the income total.

Instead of opening two Borrowing Capacity calculator tabs to compare different income or expense variables and their effect on your client’s borrowing capacity, you can now perform all your comparison calculations in one tab.

Did you know it can take around 25 minutes to get back on track after a distraction? Good notification management helps productivity.

In Mercury Nexus, you can control how and if you receive notifications for:

• Client Centre Accessed
• Credit Report Received
• Client Centre Progress Updated
• Client Centre Submitted
• Document Uploaded
• Disclosure Documents Requested
• Opportunity Status Updated
• Task Updated
• Task Completed

You can manage your notification as follows:

1. Open the Admin app and select My Details from the main left-hand menu.
2. Navigate to Notifications in the top menu.
3. Use the drop-down to toggle between the notifications available for the Client Centre, Doc Centre, Commissions, Opportunities and Tasks.
4. Use the check boxes to select if you would like to receive a notification via the Notification Centre, Email and/or SMS.
5. If you check Client Centre Progress Updated, you will receive notifications for every change the client makes in the Client Centre.
6. Navigate away from the tab to save your changes

Great news - we've released another two lenders into our Nexus Servicing Engine. 

Our ING and Connective Essentials lender-specific calculators are now live in Mercury Nexus. As well as greater accuracy, you can now access the DTI and policy and servicing status at a glance. Learn more here.

ING and Connective Essentials joins Bank of Melbourne, CBA, Westpac, NAB, Macquarie, Bankwest and St George Bank. We will continue to update you as more lenders become available.

For the first time, you'll be able to offer your clients access to the ubank brand. The underlying home loan products and processes you've come to expect from 86 400 will remain the same with a bigger team and a bigger brand.

Will I need new accreditation?
No. Your existing 86 400 accreditation will carry across to ubank. 

 For further questions or need help please reach out your lender BDM.

The Self Employed (SE) Income Wizard allows you to accurately determine two years of self employed income. 

We've introduced the ability to specify the operating structure (sole trader or company) in the Self Employed Income Wizard.

If you would like to learn more about the SE Income Wizard, click here.

You can now view lender policies by simply clicking on the information icons in the borrowing capacity calculator. The slide outs ensures you can access the information you need without navigating away from your current page.

To get started:

1. Navigate to the Research or CRM App in Mercury Nexus
2. Open a Borrowing Capacity 
3. Fill in your clients’ details

To use the DTI and Income Policy slide out:

Click on the 'i' icon on the left-hand side. The relevant lender side out will appear

To view the Income Policy Matrix, click on the information icon next to the relevant income type: