We've updated the Client Centre to allow your clients to easily include information about their previous employment positions. 

This information will automatically populate in the opportunity record, saving you time by reducing the need for manual entry and simplifying your processes.

Clients will be prompted to provide these details within the Employment section. 

We're excited to introduce our latest Kanban tile design, aimed at simplifying your workflow and facilitating easy identification of opportunities. This enhanced layout prominently displays vital information, such as opportunity and broker names, contact details, loan amounts, lender names, and crucial dates like pre-approval expiry, finance due, and settlement dates.

Key Features of the Enhanced Tile View:

• Opportunity name
• Broker's name
• Contact names
• Loan amount
• Lender's name
• Pre-approval expiry date
• Finance due date
• Settlement date

Advanced Sorting

Introducing our latest Kanban column sorting feature, designed to customise your workflow according to your specific requirements. Now, you can arrange your columns by:

1. Finance Due
2. Settlement Due
3. Pre-App Expiry
4. Last Modified
5. Creation Date
6. Amount
7. Lender name
8. Opportunity name

Just select your preferred sorting criteria from the list, and watch as your Kanban board aligns perfectly with your workflow preferences, making it easier than ever to stay organized and focused. 

You can now add the Driver's Licence card number (ID number) to your identification documents in Mercury CRM. This will help you capture the information your lender requires.

The new Card Number is supported by most lenders, making it possible to see this number inside the ApplyOnline application, pre-populated from Mercury CRM.

How to add the Driver's Licence number

1. Log in to Mercury Nexus CRM and go to the People List.
2. Find your contact and access their contact records.
3. From the left panel, choose the "Identification" menu.
4. Add an identification by clicking on "+ Identification" or view one of the existing identification records to see the details.
5. There will be a new field labeled "Licence Card Number".
6. This field allows you to enter the Licence Card number found on your client's identification section when the type is selected as "Driver's Licence - Australian".

Note: The Driver's Licence Card Number might not be required for some lenders inside the ApplyOnline application. In this case, the Card Number will not be populated when viewing the application in ApplyOnline, or the field might not be visible.

New Agent(Advisor) Filter for Tasks

Interest Only and P&I product search enhancement

Find the best option for your clients with the new P&I and Interest only product searches available in the Research App and the CRM's Product Compare app. This is a great search filter if your client is looking for a combination of loan types.

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