We’re excited to announce an enhancement to the way the «tableInsert:includes:5:productFees»  tag works in your document Merge Templates!

This improvement ensures that all applicable fees for a selected product are now displayed in a single, clear table, helping you provide clients with complete and transparent information, without requiring any changes to your existing templates.

What’s New?

Previously, the «tableInsert:includes:5:productFees»  tag in your document merge templates only rendered the Application Fee and Valuation Fee in the generated tables. With this update, any newly merged document will now automatically include additional fees under a new "Other Fees" row.

Details of the Update:

• No action is required from you. Your existing templates will automatically render the updated fee structure when merged again.
• Additional fees (such as discharge fees, lock-in rates, renegotiation fees, etc.) will appear under the new Other Fees section.
• Only fees with values greater than $0.00 will be displayed for clarity and simplicity.

How It Works

1. Existing Templates using the tag «tableInsert:includes:5:productFees» :

   • The updated feature integrates seamlessly into your current Summary of Requirements and other document using the above tag.
   • You can as well add the above tag to any of your other templates to generate a table as below (sample).
   • No updates or changes to your templates are necessary.

2. Fee Breakdown:

   • The generated table now includes:
     • Application Fee
     • Valuation Fee
     • Other Fees (e.g., discharge fees, deferred establishment fees, etc.)
3. Sample rendered table

Why is this Important?

1. Transparency for Clients:

   • Ensures clients are fully informed of all applicable fees upfront.

2. No Additional Effort for Brokers:

   • Existing templates continue to work as before, with the additional fees seamlessly included.

3. Enhanced Compliance and Clarity:

   • Avoids any ambiguity by displaying all applicable fees in a clear, consistent format.

What’s Next?

This update is live and requires no action from you. Simply generate your documents as usual, and the new fee structure will automatically be applied.

We’d love to hear what you think! Share your feedback and suggestions through the Idea Portal.

Nexus Product Team

We're thrilled to announce a major update to the Opportunity Contacts tab in Nexus CRM that’s designed to make your workflow smoother, faster, and more intuitive. The new contact cards bring clarity and convenience, allowing you to see essential details at a glance without diving into individual records.

What’s New?

Here’s how the revamped Opportunity Contacts tab can help you stay on top of your game:

Streamlined Contact Organization

• Two dedicated sections:
  • Applicants: Includes Primary Applicant, Applicant, and Guarantor contact types.
  • Other Contacts: Includes all other contact types, neatly separated for better organization.

More Informative Contact Cards

The redesigned cards now display:

• Full name (including middlename) and Preferred name for easier identification.
• Email Address: The email address opens your email client application on click.
• Phone numbers and Email addresses, making communication a breeze.
• Mailing Address, Date of Birth, and Age (if provided), giving you crucial client insights.
• Linked Opportunities: Instantly see if a contact is linked to other opportunities.
• Action Icons:
  • Send Email: Quickly start an email with one click, using internal Nexus email sending functionality.
  • Send SMS: Open the SMS dialog effortlessly.
  • Unlink Contact: Remove contacts with confirmation for better control.

Improved Visual Design

• Applicant cards are bordered in dark blue for quick identification.
• Non-applicant contacts use a light blue border for a clean, distinct look.
• Companies are now easily distinguishable with a unique icon and a visible trading name.

Dynamic Contact Management

• Quickly update contact types (e.g., Applicant to Property Manager), and watch as cards automatically move between sections.
• For Asset Finance opportunities, a new dropdown for the housing situation adds flexibility.

Why You'll Love It

With the redesigned contact cards, you’ll save time, reduce clicks, and manage your client relationships with ease. It’s all about giving you the tools to focus on what you do best—delivering exceptional service to your clients.

Try It Out Today!

Log in to Nexus CRM and explore the new Opportunity Contact Cards. We’d love to hear what you think! Share your feedback and suggestions through the Idea Portal. Your input drives the innovation we bring to the platform in next stages of the broader change.

Nexus Product Team

We’re excited to share some important enhancements to how emails are managed and delivered within the Mercury Nexus platform. These updates are designed to optimize email performance, boost security, and improve overall reliability, ensuring a seamless communication experience for our users.

What’s New?

1. Integration with Mailgun for Email Delivery
   We are partnering with Mailgun, a leading email delivery service, to manage outbound emails. Mailgun’s advanced capabilities will bring several benefits to the Mercury Nexus platform:
   
   

   • Enhanced Security: Leveraging modern email protocols to ensure secure delivery.
   • Improved Reliability: Faster and more consistent email performance.
   • Scalability: Supporting the platform as it grows and evolves.
     
     

2. Dedicated Domains for Specific Email Types
   To further optimize email management, we are introducing dedicated domains based on the type of email being sent. This structure will enhance email deliverability and improve the clarity of communications:
   
   

   • Transactional Emails (e.g., client confirmations, password resets): Sent from mercury-mail.connective.com.au.
   • Notification Emails (e.g., system updates, alerts): Sent from mercury-notification.connective.com.au.
   • Bulk/Marketing Emails (e.g., newsletters, promotional messages): Sent from mercury-marketing.connective.com.au.

How These Enhancements Benefit You

• Reliable Email Delivery: With dedicated domains, emails are tailored for their specific purpose, ensuring they reach recipients more effectively.
• Strong Domain Reputation: Separating email types enhances domain reputation, which helps keep important messages out of spam folders.
• Secure and Scalable Service: Mailgun’s advanced infrastructure ensures that email communications are secure, dependable, and ready to support our evolving platform.

What to Expect

These changes are being rolled out in the coming weeks, with no disruption to your experience. All updates are designed to work seamlessly in the background, ensuring you continue to benefit from Mercury Nexus without any extra steps.

We’re committed to continuously improving the Mercury Nexus platform to support brokers with the best tools and technologies available. These email enhancements are another step forward in delivering exceptional service.

If you have any questions or need further information, our support team is here to help.

Mercury Nexus Product and IT Team

We are excited to introduce a small but effective improvements to the Tasks module within the CRM. These updates are designed to enhance usability and reduce confusion, ensuring you can work more efficiently.

Key Updates

• New Column Header for Checkbox: The checkbox column now has a header labeled “Status” in the column customization view.
• Checkbox Label: A label “Completed” has been added next to the checkbox for better clarity. This label appears consistently in both Outstanding and Completed task tabs. Checking this checkbox will mark the task as Complete.
• To select multiple tasks, hold down the Ctrl key on a PC (or Command key on a Mac) and click on individual rows. To select a range, click on the first row, hold down the Shift key (same on both PC and Mac), and click on the last row in the range. Both methods allow you to easily use the new bulk action features.

Other tables across the CRM have also been enhanced by removing unnecessary columns and adding clearer, more meaningful labels, allowing you to better understand and customize your columns.

We believe this update will make managing your tasks easier and more efficient.

The Nexus Product Team

We’re excited to announce a new enhancement to the email templates in Nexus CRM! To help you create more professional and relevant email communications, we’ve added new property address fields that can be seamlessly integrated into your email templates.

What’s New?

You can now include property address details directly from the opportunity and your account into your email templates. This update allows you to:

• Personalize your emails with specific property details.
• Provide relevant and professional information to your clients.

Where to Use These Fields

The new tags are available in the following areas:

• Admin > CRM Settings > Email Templates
• CRM Email Templates (everywhere merge tags can be added)

New Fields Available

You can now include up to three property details from the opportunity in both the email body and subject lines using these additional fields:

• {{property_address1}}
• {{property_value_1}}
• {{property_address2}}
• {{property_value_2}}
• {{property_address3}}
• {{property_value_3}}

Once added, these fields will be automatically rendered from the opportunity's financials > Assets-Real Estate, in the emails sent to your clients, ensuring a personalized and professional touch.

Get Started

Simply navigate to Admin > CRM Settings > Email Templates to start using these new tags. Whether you’re creating new templates or updating existing ones, these fields are designed to help you deliver better client communication.

We hope this enhancement makes your email templates even more effective. If you have any questions or need assistance, feel free to reach out to our Nexus Product Team via the Idea portal.

Thank you for your continued feedback and suggestions!

We are pleased to announce updates to the NCCP documents related to Consumer Asset Finance/Personal Loans and Home Loans. These updates include revisions to the

• Consumer Asset Finance & Personal Loan Credit Proposal Document
• Credit Guide
• Privacy Consent Documents

These documents have received a refreshed format and include an updated list of lenders in the Credit Guide and Privacy Consent to ensure accurate, up-to-date information.

Additionally, the home loan Preliminary Assessment Document has been updated with a disclaimer note now included beneath the funding position table to provide clearer guidance.

For brokers utilising customised versions of these documents, please ensure that your documents are updated to the latest version to maintain compliance and accuracy.

Should you have any questions or require assistance with the updated documents, feel free to reach out to our support team.

We’re pleased to announce the new Bulk Edit Actions feature in Mercury Nexus CRM, designed to make task management faster and more efficient. This update introduces the ability to perform bulk edits on tasks, allowing you to delegate, set priorities, and update due dates for multiple tasks in one go—saving time and improving workflow efficiency.

Key Bulk Actions:

• Delegate Tasks: Assign or reassign tasks to team members effortlessly by selecting multiple tasks at once, streamlining workflows and collaborations.
• Set Priorities: Adjust the priority of selected tasks to ensure high-impact items receive the attention they require without individual updates.
• Update Due Dates: Easily modify due dates on selected tasks to keep timelines accurate and organized across the board.

How It Works:

1. Access Bulk Edit

   • Go to the Tasks section in your CRM.
   • Select the tasks you want to update by clicking on each row.
     Note: Selecting multiple tasks can be done by holding the Ctrl (Command key on Mac) and clicking on the rows.
   • Click on the “Bulk Edit” button at the top of the tasks table.

2. Select Your Action

   • Choose to update the delegate, priority, or due date.
   • Specify whether to apply changes to all tasks or just the tasks you have selected.

3. Confirm and Complete

   • Review changes via the confirmation popup.
   • Confirm to apply, and updates will process in the background. You’ll be notified when complete.

Note: Bulk Edit changes are irreversible. For large task groups, updates may take a moment to reflect.

This enhancement aligns with our ongoing commitment to provide you with tools that drive efficiency. By enabling bulk updates, Nexus CRM allows for quicker, more organized task management, helping you focus on priorities and maintain momentum.

We are excited to announce an enhancement to the Nexus CRM platform's search functionality within Opportunity Notes. This update aims to make it easier for you to track vital client information, regardless of formatting within the notes.

Current Behavior and Limitations

In the existing setup, the search function within Opportunity Notes is limited to the unformatted text displayed directly in the "Note" column. If a note contains formatted text or any more complex content, such as bullet points, that content has not been searchable, meaning important information may be overlooked during keyword searches.

What’s Changing

With this improvement, you can search for any keywords within the entire note’s content—regardless of formatting, font styles, colors, or other stylistic elements. Whether it’s alphanumeric characters or special characters, the search function now scans the entire content of each note, ensuring that all relevant information is accessible. The new search is case-insensitive, meaning that you only need to search for the keyword without worrying about how it's been written in the note.

Expected Benefits

This change means you can now locate information faster and more comprehensively, eliminating the frustration of missing vital information due to formatting. For example, if you search for the word “Cloud” within an Opportunity Note, the search will yield results even if the term appears in a formatted list or all the way down inside the note's content.

We hope this enhancement adds value to your workflow.

Regards

Mercury Nexus Product Team

Heritage Bank has announced it will no longer accept new or transfer accreditations, following its merger with People’s Choice Credit Union to form People First Bank.

A waitlist is now open for those interested in becoming accredited with People First Bank. You can join by completing the waitlist form, and a Business Development Manager will reach out as spots become available.

For any queries, please contact brokerenquiries@heritage.com.au.

We’re excited to announce the latest enhancements to Nexus CRM, designed to improve your email communication and create a more personalised experience for your clients. 

These updates to the email templates allow you to include more details automatically and enhance the professionalism of your email communications. Here’s an overview of what’s new:

1. New email tags

You can now include additional details from the opportunity and sender directly into your email templates, allowing you to easily provide more context and personalised information. These new tags can be used in both the subject line and body of your emails.

New tags available:

• Sender Information: Add sender details such as first name, last name, and phone numbers.

  • {{senderFirstname}}
  • {{senderLastname}}
  • {{sender_phone_mobile}}
  • {{sender_phone_home}}

• Applicant Information: Add multiple applicant details to personalise subject lines and email bodies.

  • {{applicantFullName1}}, {{applicantFirstName1}}, {{applicantLastname1}}, {{applicantSalutation1}} (also available for applicant 2 and 3)

2. Default use of preferred names

You can now use the Preferred Name of your client when creating email templates. If your client has a preferred name, it will automatically be used in place of the first name. If no preferred name is provided, the first name will be used as a fallback.

For example, if you use the tag {{firstName}} in your templates, it will check for the client’s preferred name first and apply it where available.

3. How to use the new tags

These new tags are available everywhere in the CRM where email templates are used, including:

• Admin > CRM Settings > Email Templates
• Auto-action EMAIL Templates

Simply add these merge tags in the appropriate sections, and they will be rendered when the email is sent.

4. Example of using these new tags

Let’s say you want to send a loan update email. You can now use tags to create a personalised subject line such as:

Subject Line Example:
“Hi {{applicantFirstName1}}, attached is your loan application update from {{senderFirstname}}.”

This will dynamically pull in the client’s first name and the broker’s details, making your communication smooth and professional.

We believe these new features will streamline your email communications and help you create more meaningful connections with your clients. As always, if you have any suggestions, feel free to reach out to us via the Mercury Nexus Idea Portal.

Best regards,
The Nexus Product Team