You can now set tasks to be due based on pre-approval expiry, helping you avoid missed opportunities and manage your tasks. This can be done for templates in your Admin App or as you create individual tasks.

How do I set a task based on pre-approval expiry date?

1. Navigate to your Mercury Account Admin.
2. From the left navigation bar, choose CRM settings.
3. Select the Task Templates tab.
4. The new Pre-approval Expiry is now available as an option on the Tasks table > Offset Dependency column.
   
   

Enjoy greater control over your Opportunities with our new feature! Easily add and manage pre-approval expiry dates within your Opportunities. This enhancement provides a clearer view of your opportunity's life cycle and status, allowing for better application management.

How do I set and use the pre-approval expiry date?

1. Navigate to your CRM.
2. Find your opportunity.
3. Select Details tab from the left-hand panel
4. You can set the pre-approval expiry date by clicking on the new field.

Pre-approval expiry date on the opportunities table

The new pre-approval expiry date is also available on the opportunities table as a new column. This field can be added to the opportunities table and allows you to sort by expiry date. 

How do I add the pre-approval expiry date to the opportunities table?

1. Navigate to your CRM
2. Click on Opportunities from the left-hand menu
3. Click on any of the columns and choose the column customisation tool
4. Check the pre-approval expiry from the menu. This immediately adds the column to your table.
5. Re-arrange the columns by dragging them if required.

Filtering your opportunities based on the pre-approval expiry

This feature has also been set up as a filter so you can now find your Opportunities based on thier pre-approval expiry date. 

Mercury users with Partner or Admin level access can now manage which Mercury users in their group can export data. This helps ensure responsible handling of opportunity data.

How do I give a Mercury user data export access?

1. Log in to Mercury Nexus
2. Navigate to the Admin App
3. Select Manage Users from the left-hand panel
4. Double click on the user to open their profile
5. On the right hand side, tick Data Export.

These users will now have the Export to Excel button in their CRM.

If you are a Mercury user that would like to have data export permission, please contact your Principal Owner.

You can find more information on exporting data from Mercury Nexus here.

Did you know it can take 25 minutes to get back on track after a distraction? Keep across important updates and minimise distractions with notifications in Mercury Nexus.

In Mercury, you can select which notifications you would like to receive via the notification centre, email and/or SMS. You can manage notifications via the Admin App for:

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

Take a moment to check your notifications and make sure they’re set up to suit your workflow. You can learn how to manage your notifications here.

Great news, you now have access to a new needs analysis questionnaire in Mercury Nexus.

• Client-friendly language - We've rephrased questions to make them easy for your clients to understand.
• Streamlined experience - Clients will only be prompted for information that's relevant to them, thanks to built-in conditional logic.
• Simplified layout - Organised into user-friendly sections for straightforward navigation.

This new questionnaire will appear in your CRM as Home Loan - Needs Analysis - Oct 2023 and works best in the new client centre. You will still have access to all your other questionnaires.

Learn more

We’re thrilled about the positive feedback we’ve received and that it is delivering an amazing experience for so many clients.  We’ve decided to make it the default option in Mercury Nexus. 

If you still prefer using the old version, you can easily enable It in the Admin App or on an Opportunity-by-Opportunity basis. Learn how to do so here.  

However, we are actively working towards retiring the old version soon, so we highly recommend getting up to speed and starting to use the amazing new Client Centre as soon as possible. 

If you have any questions, please reach out to your Partnership Manager. 

Connective Team

We're excited to introduce a new enhancement to your experience with Mercury Nexus - the brand-new drop-down feature! This update has been crafted to make searching for your clients' product needs more streamlined.

What's New?

Our new drop-down feature allows you to swiftly identify products that precisely match your clients' requirements. Previously, when selecting multiple loan features, the search results would include any products that contained the selected features. With the immense array of results generated, locating products that met all your chosen attributes became a time-consuming task.

How Does It Work?

Whether you're conducting a comprehensive product comparison or diving into a standalone product search, you'll find the new drop-down feature conveniently located under the "Features" tab within the product comparison or search section.

Within the drop-down, you'll encounter two options:

1. Every Selected Feature: This refined setting hones in on products boasting all the selected features. Ideal for situations where precision is non-negotiable.
2. Any Selected Feature: Broaden your horizons with this option, encompassing products that possess one, two, or all of the selected features. Versatility at your fingertips.

On the Attachments tab, you will now find a new "Signature Requests" dropdown, containing both the DigiSign and DocuSign buttons.

This update makes launching signing requests simple, with both options at your fingertips! 

Learn more about DigiSign here!

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.