It's now even easier to find and manage your tasks. We've added a new filter field so you can search for tasks by task owner. 

We are excited to share with you a significant enhancement to your Nexus application experience! Our team has redesigned the navigation bar to embody a modern, sleek, and flat design, prioritizing ease of use and accessibility. This update is a direct result of extensive customer-centered research and is designed to streamline your workflow, offering more space and simplified controls. As part of our commitment to continually improve the CRM user experience, this navigation bar revamp marks the beginning of a series of enhancements we're rolling out to make your Nexus experience better than ever.

What's New in Your Navigation Bar:

• Application Selector at the Top-Left: Quickly and easily switch between Nexus applications with our new application selector. Located at the top-left corner, this feature is designed for effortless navigation, enabling you to access the full suite of Nexus tools without any hassle.
  
  
  
  
  
• Module Tools Selector: Say goodbye to the old grey vertical menu and hello to the new module tools selector. This feature is a game-changer, allowing productive brokers like you to navigate seamlessly through different sections within a module. Whether you're in the CRM module looking to switch between Kanban, Opportunities, People, or Tasks, navigating through these sections has never been smoother. The existing left tools bar will be removed from the application once we analyzed that everyone is familiar with the new Tools selector.
  
  
  
  
  
• Profile and Settings Menu: Our enhanced settings menu is your hub for personalization and access to necessary tools. From updating your profile and adjusting settings to accessing the Idea portal and Wikis, everything you need is conveniently located in one place, designed to support and streamline your day-to-day operations. Just click on your name on the top-right corner of the page and you'll have the links available to you.
  
  
  

This navigation bar enhancement is just the beginning. We are dedicated to bringing you more user-experience improvements in the near future, all aimed at making your Nexus experience as productive and enjoyable as possible. We believe these changes will significantly enhance your interaction with our platform.

We've integrated AI technology into the Mercury HelpDesk to streamline your queries and provide faster responses. But to truly maximise the benefits of this upgrade, it's essential to ask the right questions. Here's how you can get the most out of Mercury HelpDesk:

• Provide Context: Instead of broad terms like 'logo' or 'new admin,' try to add some context to your query. For instance, ask "How do I add my logo?" or "How do I add a new admin user?" This additional detail helps our AI system better understand your needs and deliver tailored solutions.
• Be Specific: The more specific your question, the better our AI can assist you. Rather than asking broad inquiries, narrow down your focus. For example, if you're experiencing a specific issue with a feature or functionality, describe it in detail. This specificity enables our HelpDesk to pinpoint the exact information you require.
• Use Natural Language: Our AI is designed to comprehend natural language, so feel free to phrase your questions conversationally. Avoid using overly technical jargon or complex terminology. Instead, articulate your queries in a clear and straightforward manner, just as you would when speaking to a human support representative.

By following these simple tips, you can enjoy faster, more efficient support whenever you need it. Remember, our team is always here to assist you, so don't hesitate to reach out if you require further assistance.

If the AI answer does not resolve the query, use the response button ‘Wait for the team’ to be directed through to the HelpDesk team.

Great news, you choose where lender email communications are sent.

Instead of using your primary email, if you have a designated email, such as a shared admin inbox, that you would prefer to receive updates from ApplyOnline and application progress from lenders, you can now direct these communications to your chosen email address.

How to update your lender comms email:

1. Navigate to the Admin App
2. Click on Details from the left hand menu
3. Under your current email address, a new field for "Lender Comms" has been introduced.
4. Enter the email address where you wish to receive lender communications.
   
   
   

If you don’t assign an email to the Lender Comms field, these emails will continue to go to your primary email.

Manage your communications in a way that best serves your needs. Stay connected and stay in control with this latest update.

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.