DigiSign is now live! Integrated with Mercury Nexus, DigiSign will streamline your digital signing process.

Save time by sending important documents, such as your credit guide, directly to your clients. The signed copy will automatically appear back in your Opportunity record.

Your clients experience will be seamless. They will receive an email from you as their broker, and use one platform to submit their details and sign their documents.

Visit the wiki and learn how DigiSign can help you simplify your document signing process. If you have any questions, please reach out to your Partnership Manager.

Learn more

With the end of financial year approaching, here’s a timely reminder on how to produce your reports via Mercury Nexus.

Director/Principal owners

You can produce your end of financial year commission report in the Analytics App:

1. Log in to Mercury Nexus
2. Select Analytics App from your dashboard
3. Select Commissions reports
4. Specify the date range.

This will give you a breakdown of the total commissions, upfront commissions and trail commissions received in that period.

You can export the data by selecting the 3 dots on the right hand side. Learn more.

Directors/Principal owners under Commission Management and Brokers/Referrers with commission access 

Monthly statements for wholesale and asset finance commissions can be downloaded in bulk and then will need to be manually consolidated into one file. To do this:

1. Login to Mercury Nexus
2. Navigate to the Commissions app
3. Select the statements you would like to
4. Click on the ‘Download CSV Export’ option.

This will bulk download the individual monthly files into a zip file.

Associates/Referrer commissions with no access to commissions

You will need to request this data directly from your Principal Owner.

For any volume bonus reports relating to asset finance, or any further questions, please reach out to the Commissions Team via the chat function in Mercury or your Partnership Manager.

Introducing the Interest Only Expiry dashboard, the latest addition to the Analytics App.

We're dedicated to empowering you with data and insights to support and grow your business. The Interest Only Expiry dashboard allows you easily see which clients' have an expiring rate, so you can reach out to them at the right time. It’s a great way to show your clients you care about their circumstances and bring your business front of mind.

Upcoming Interest Only Loans for review

This dashboard gives you an instant snapshot of how many clients have an Interest Only rate that 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 Interest Only rates
• The number of opportunities that have an expiring Interest Only rate broken down on a month-by-month basis
• Interest Only 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.

Interest Only products with no expiry date

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

You can learn more about the Interest Only expiry reports here on the Connective Wiki.

Why is it important to have an Interest Only expiry date on an Opportunity record?

Aside from being best practice, this allows you to contact your client before their Interest Only 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 Interest Only rate is expiring.

Putting a consistent document classification system in place ensures quick and easy retrieval of the right documents. In Mercury Nexus you can assign documents to different categories to allow for easy sorting. This is handy if you have a large number of documents for a particular client or opportunity.

In order to streamline and prioritise the way we support you, we’ve introduced prompts into the Mercury HelpDesk.

When you launch a chat session, you will now be stepped through options to resolve the problem. Designed to get you help faster, we’ve also identified the most common requests to save you time.

These prompts also allow us to collect valuable information, so that our team can start solving your requests as soon as they receive your ticket.

Requests that seem simple to us, can be overwhelming for your clients. To help your clients better understand the information they need to provide in the Client Centre, we've created a FAQ library.

Not having to constantly field questions such as "Why do I need to add three years of address history?" or "What should I include in my transport expenses?" will also save you time.

Clients can easily access the FAQ library by clicking the question mark in the bottom-right corner of their Client Centre. They will find information explaining the question. They can also search by section or use the search functionality to learn more.

Please note, this feature is managed by Connective and isn’t able to be switched off. If you have any questions, please contact the Mercury HelpDesk team.

The migration of notes from 2016 to current day is complete. Thank you for your patience.

Migration of notes prior to 2016 is still in-progress and will continue throughout the week. 

 Next update Wednesday or when migration is complete. 

We have migrated notes from 2019-2017.

Notes from 2016-2015 will be migrated over the remainder of the week.

Next update Saturday morning.

As part of our commitment to continually improving Mercury Nexus, we will be undertaking planned maintenance on Friday 17 March.

From 11:59pm (AEDT) Friday to 11:59pm (AEDT) Saturday, Notes will be temporarily unavailable as we migrate servers.

We will be processing Notes by year. Notes will be completed by the timelines shown below:

• 5AM all Notes from 2023 and 2022
• 9AM all Notes from 20211
• 2PM all Notes from 2020
• 3PM all Notes from 2019
• 5PM all Notes from 2018
• 8PM all Notes from 2017
• 10PM all Notes from 2016
• 12AM all Notes from 2015
• 2AM all Notes older than 2015

Please note: once the migration begins, notes will begin appearing within a few minutes in the new system. You won't have to wait until the scheduled completion time for all notes to be available.

Any new notes created after 11:59pm (AEDT) will be available instantly.

We apologise for any inconvenience this causes. If you have any questions or would like further information, please reach out to your Broker Support Manager or the Mercury HelpDesk.