If your clients’ fixed rate is expiring, reaching out to them at the right time can make a big difference to your business. It’s a great way to show your clients you care about their circumstances and bring your business front of mind.

We've created two new dashboards in the Analytics App to help you manage fixed rate expiries (principal owner access required).

Upcoming Fixed Rate Loans for review
This dashboard gives you an instant snapshot of how many clients have a fixed rate which will expire in the next 12 months.

The dashboard will show you:

• A total balance in the top right corner that shows the total value of all home loans that have expiring fixed rates
• The number of opportunities that have a fixed rate expiry broken down on a month-by-month basis
• Fixed rate expiry by lender
• A table containing each opportunity record so you can easily see key details, including current loan balance and expiry date.

You can click on each graph to filter by month or lender or use the parameters at the top of the dashboard to filter by date range, loan writer, lender, status and rate type.

Fixed Rate Product – no expiry

If you have Opportunity records without their fixed rate expiry date recorded; this dashboard will allow you to quickly identify and add the expiry date, without having to manually go through each record.

You can learn more about the Fixed Rate Expiry reports here on the Connective Wiki.

Why is it important to have a fixed rate expiry date on an Opportunity record?

Aside from being best practice, this gives you the opportunity to contact your client before their fixed rate expires, and before they start looking at other options.

In Mercury Nexus, you can also set up tasks to automatically trigger when your clients fixed rate is expiring.

Promote your access to QuickAF with nine new email templates in Mercury Nexus. Each template has suggested copy, subject lines and three types of images to suit your business.

You can view all nine templates and the template names here.

How do I access the templates?

1. Open People from the CRM main left-hand menu.
2. Select the record/s you wish to send an email to.
3. Click Merge and choose  
4. Select either Email all or Email Selected.
5. Click Choose Email Template
6. Select the appropriate Email Template and click Choose.
7. Click Merge to send the email to the selected recipients.

Need some help getting started? Head over to the Connective Wiki for step by step instructions.

When you make personnel changes or add a new process to your business, going through individual client record to update them can be time consuming. Mercury Nexus saves you the hassle, with a bulk assign feature that allows you to update multiple records in seconds.

How do I bulk assign tasks?

You can use the Bulk Assign feature to assign tasks to multiple Opportunities in the one go. To do this:

1. Open the CRM App and select Opportunities from the main left-hand menu.
2. Use the Apple or Windows key to highlight the Opportunities you want to assign the task to.
3. Click on Bulk Assign.
4. Select Tasks.
5. Choose either Assign to all or Assign to selected.
   Note: Selecting Assign to all will apply the change to every record in your database.
   
6. Click Next.
7. Select the Task type from the drop down.
8. Add the relevant details including:
   • Delegate you want to assign the task to.
   • Due Date.
9. Click on Create Tasks.

Microsoft has advised that services have been restored and access to their programs is now available. 

As such, all impacted services in Mercury Nexus are now available once again. 

Do you use Office 365? You can link your emails to Mercury Nexus. This allows you to easily add email correspondence to Opportunity Records and also use Mercury Nexus to send emails, rather than switching between two platforms.

How do I integrate my Office365 with Mercury Nexus?

1. Navigate to the Admin App.
2. Click on Integrations from the left-hand menu.
3. Click the Enable button under Office365.
4. You may be asked to sign into your Office365 account. If not, then you already have a session running.
5.  A new browser tab will open while your accounts connect. A brief message will be displayed to show your accounts have synced.

How do I add an email to an Opportunity Record?

1. Navigate to your Opportunity Record.
2. Click on Import Email.
3. Your Outlook mailbox will be displayed. Select the email you would like to upload. You can select more than one email at a time.
4. If you would like to upload any attachments, tick the checkbox next to the attachment.
5. Select whether you would like the Attachment in the Attachments section or on the Note itself.
6. Click the Import Selected Emails button.
7. The email will now appear in the Notes section of the Opportunity Record.

You can find further information about integrating Office365 with Mercury Nexus here via the Connective Wiki.

Did you know you can create a note on an opportunity record from the Kanban Board, instead of going into an opportunity record?

To add a quick note:

1. Click on the three dots on the bottom right corner of the opportunity record.
2. Click on Create Note.
3. The notes pop out will appear. Add your note and any attachments required.
4. When you navigate to your opportunity record, you’ll see the note in the notes section.

Images are a great way to make your emails engaging and also represent your brand. You can load your own images into Mercury Nexus to use in your email templates.

How do I add an image to my image library?

1. Navigate to the Admin App
2. Click on Documents from the left-hand menu
3. Click on +Add
4. Browse for the image you would like to upload
5. Select Image as the folder
6. Click on Choose

Your image will now appear in your images folder.

How do I add an image to my email template?

1. Select the image you would like to use
2. Click on Copy Image URL
3. Navigate to CRM settings from the left-hand menu
4. Open your email template or create a new email template
5. Click on More Rich
6. Select Insert Image
7. Paste in your image link
8. Click Insert

Your image will appear, and you can move and scale the image to the size and position you need.

You can learn more about loading images into Mercury Nexus via the Connective Wiki.

From today, all applications with MA Money, with no longer be submitted via ApplyOnline.

When you submit an MA Money application, you will see the ApplyOnline button is greyed out. Please click on the LoanApp button.

Any MA Money applications currently with ApplyOnline, will continue to be processed through ApplyOnline.

If you have any questions, please reach out to the Mercury HelpDesk or your Broker Support Manager.

Tracking your return on investment is essential to making informed decisions on where to allocate your marketing budget. Mercury Nexus comes with powerful reporting functionality, but first you need to record the data.

Lead Sources can be found on the Opportunity record and are used to track where your business is coming from. You can add, delete, rename and filter your lead sources. You can also choose which Virtual Branch the Lead Source is available and assign an opportunity to a Lead Source for reporting purposes.

How do I set up a lead source?

1. Open the Admin app and select CRM Settings from the main left-hand menu.
2. Navigate to Lead Sources in the top menu.
3. Use the +Add button to launch the Manage Lead Source window.
4. Give your Lead Source a name.
5. Check All if you want the source to be available to everyone.
6. Check Select who can view the lead source and select the relevant Branch Name to only enable the source for branches.
7. Click OK.
8. To remove a source, highlight, click the Delete button and OK.
9. You can remove Lead Sources using the Delete button.

How do I assign a lead source to an Opportunity?

1. Navigate to your CRM
2. Open the relevant Opportunity Record
3. In the Details tab, navigate to Lead Source
4. Click on the drop down menu and select the Lead Source you would like to assign.

You can then use the Lead Source report to understand how many leads come from each source and the value of each lead source. Learn how to generate a lead source report here.

Your email signature is an important element of your marketing campaigns. It shows your brand personality, introduces the person behind emails, and provides necessary contact information.

To include a signature block on emails sent from Mercury Nexus you must first configure your Email Profile. Once configured your email profile will automatically appear in any emails you send from Mercury Nexus.

How do I add an email signature?

1. Open the Admin app and select My Details from the main left-hand menu.
2. Navigate to Email Profiles in the top menu.
3. Click the +Add button to create a new email profile.
4. Select the Edit Details tab and enter the following information:
   1. Profile Name.
   2. Display Name – who the email will appear as coming from.
   3. Email – your email address.
5. To include your company logo, select the Insert Logo. You can also upload your logo via the Load Company Logo button below.
6. You can toggle between the Preview and Edit Details tab to see your changes in real time.
7. Once you are happy with your design, check the Default box to automatically choose this profile when sending the email.

You can toggle between Preview and Edit Details using the tabs.

Note. For changes to take effect you will need to login out and back into Mercury Nexus.

EXPERT TIP: Hold down Shift when pressing Enter for single spacing between lines.

You can learn more about setting up your email signature here via the Connective Wiki.