Each month we will share the new features and improvements coming to Mercury Nexus. Keep an eye out, we have some exciting things on the way!

The borrowing capacity calculator is a powerful tool to help you easily calculate how much your client can afford to borrow and which lenders will service them.

We've created some simple guides in the Connective Wiki to help you make the most of the Borrowing Capacity Calculator, including:

• Completing a Borrowing Capacity Calculation
• Understanding the Borrowing Capacity Calculator
• Understanding Servicing Results

As part of our commitment to continually improving Mercury Nexus we will be undertaking planned maintenance this Thursday (August 25) night.

From 8:30pm – 10:00pm the following services will be unavailable:

• Word Online
• Redaction Service
• Delayed Email/ SMS Sending

Please note. Any email or SMS messages you attempt to send during this period, will queue and automatically send after the maintenance has completed.

We apologise for any inconvenience this causes.

You can now edit the Loan Requested field in the Borrowing Capacity Calculator which adjusts the LVR field. There’s also a new field in the borrowing capacity calculator – Total Security. 

This field shows a total dollar amount of assets used as security. If you have one security, this field is editable and if you have multiple securities, the total security value will appear in this field for you. To add an asset to the total security amount, tick the ‘Use as Security’ field.

We’ve also removed a step in the calculation process. If you tick ‘Use as security’ for an asset, the clearing field will automatically be ticked and hidden from view as the calculator assumes assets that will be used as securities will automatically be refinanced as part of the application.

You’ll also enjoy the updates we have made to the calculator layout – including a larger area to show the lender information and clearer servicing statuses.

You can learn more about these new Borrowing Capacity Calculator features in the Connective Wiki.

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

Our Connective Select and Suncorp 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.

Connective Select and Suncorp joins ANZ, AMP, 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.

Adding a banner image to your emails can be a great way to make them stand out. With Mercury Nexus you can easily customise email images and templates to suit your business.

To load an image into an email:

1. Navigate to Admin from the Mercury Dashboard.
2. On the left hand menu, select CRM settings and click on Email Templates.

If you would like to use your own images, you can upload your images to an image hosting platform and then repeat the same process above. Some Image Hosting platforms we recommend are:

• Google Photos
• Dropbox
• Flickr
• Imgur

You can learn more about loading images into your email templates here. 

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.