As a broker, efficiency and ease of use are paramount. Previously, creating a task required multiple clicks and navigating away from the Kanban board, disrupting your workflow. With this new feature, you can remain within the Kanban board, reducing the need to switch back and forth, and thus, improving your productivity.

How It Works

1. Navigate to the CRM
2. Click on Kanban from the left hand menu
3. Click on the three dots on the top right corner of your Opportunity Tile
4. You will find a new option labeled “Create Task” in the three dots menu on the Kanban tiles, positioned right after the “Create Note” item.

Interactions:

1. Task Creation Modal: If you click on “Create Task,” a task details window will open, allowing you to input all necessary details without leaving the Kanban board. The modal design is similar to the “Create Note” modal, including sections for task details and attachments.
2. Task Association: Once all details are provided, the task will be created for the selected opportunity. You can then close the modal or click on the Close button to return back to the Kanban board.

This feature aims to enhance your task management efficiency, providing a more streamlined and intuitive experience. We believe this will significantly improve your workflow and help you stay organised with ease.

We're taking steps towards future enhancements for the Client Centre. From today, the web address for all new Client Centre requests will be updated 

from: https://newclientcentre.connective.com.au 

to: https://clientportal.connective.com.au

What you need to know:

1. No action needed for your existing requests:

   • All existing Client Centre requests will continue to function as usual. You don't need to do anything for requests you have already sent out. They will remain accessible via the old web address without any disruption.

2. New web address for new requests:

   • From now on, any new Client Centre requests you create will direct your clients to the new web address: https://clientportal.connective.com.au. This change aims to enhance your client's experience and align with our broader strategy for future updates.

3. Major enhancements on the horizon:

   • This change marks the beginning of several major enhancements planned for the Client Centre. We have an exciting roadmap of improvements and new features designed to make the Client Centre even more powerful and user-friendly. Stay tuned for more details in the coming months!

We are excited to announce a significant enhancement to the Mercury Nexus CRM - the new Bulk Assignment to new Admin/Owner or Broker is designed to streamline the way you assign opportunities, making your workflow faster and more efficient.

How to Use the New Bulk Assignment Feature:

1. Access the Opportunities Table/Grid: Navigate to the Mercury Nexus opportunities table/grid to view your list of opportunities.

2. Select Opportunities: You can select multiple opportunities for assignment in one of the following ways:

   • Hold down the Ctrl key and click to select individual opportunities. Or,
   • Use the Shift key to select a range of opportunities.
   • Click the “Bulk Assign” button at the top of the page to engage the bulk assignment tool.

3. Choose your assignment type: You will see two new options on the dialog box:

   • Admin/Owner
   • Broker

4. Assign a New Admin or Broker: Choose whether you want to add a new Admin or Broker. Then, decide whether to:

   • Assign the new Admin/Broker to all opportunities by selecting “Assign to All.”
   • Assign to only the selected opportunities by choosing “Assign to Selected.”
5. Finalize the Assignment: Click “Next” to choose the specific admin or broker to whom the opportunities will be assigned. Confirm your selection, and Nexus will begin the allocation process to the chosen individual.

We believe this new feature will significantly enhance your ability to manage opportunities efficiently and with greater flexibility. Please try out the new bulk assignment feature and see how it can improve your daily operations. As always, we appreciate your feedback and are here to support you in making the most of your Mercury Nexus experience.

We are excited to announce the latest enhancement to our CRM Kanban Board: Sorting by Status Change Date!

This new feature lets you arrange items on the Kanban board by the date of their last status update. It helps you identify which opportunities are progressing in the pipeline, making it easier to prioritise follow-ups and keep your sales processes flowing smoothly.

Key Benefits Include:

• Enhanced Visibility: Instantly see the most recent updates to your opportunities at a glance.
• Improved Tracking: Easily monitor the progress of each item, knowing exactly when any changes occurred.
• Optimised Workflow: Focus your efforts on opportunities that require immediate attention and plan your day more efficiently.

To start using this feature, simply select the 'Status Change Date' option in your Kanban board Sort Board settings. 

As part of our continuous improvements and enhancements, we have made an upgrade to the opportunity record financials tab. This tab will now in calculate and display the total figures for the living expenses and assets when your opportunity has more than one applicant/contact.

This will help you to better understand the client's financial position and removes the need for manual calculation.

Please find below the summary of the upgrade:

Opportunity > Financials > Living Expenses tab

The total amount of all the living expenses is now calculate according to the ownership allocations and the number of contacts on the opportunity:

Opportunity > Financials > Assets - Real Estate tab

The total amount is also available now on the real estate assets tab:

Opportunity > Financials > Assets - Other tab

Opportunity > Financials > Liabilities tab

Please note: The Total Values will be available to view only when you have more than one contact/applicant on the opportunity. Otherwise, the total value is the single value displayed with no breakdown. 

We’d like to acknowledge the recent Mercury Nexus service disruptions.

We have identified the issue and our team is working on resolving the underlying cause as their highest priority. We are committed to providing you with the high-quality service you expect from us, and are taking every necessary step to strengthen the stability of the platform.

We understand the inconvenience this may have caused you and sincerely apologise for any disruptions to your operations.

During this time, we appreciate your patience and understanding. If you have any urgent concerns or require assistance, please do not hesitate to reach out to our Helpdesk team via the Helpdesk chat or  helpdesk@connective.com.au . We will keep you updated on the progress of the resolution

We have updated various fields and labels in Mercury Nexus to ensure you have a consistent experience. Instead of individually referring to roles as Agent, Advisor, Loan Writer, and Associate, we will now universally use the term "Broker." 

This update won't change how you use the platform, but it is part of a broader initiative to simplify navigation, and help with consistent understanding throughout Mercury Nexus:

• Simplified tables and fields -  It's now easier for you to find the information you need. For example, all table headings that reference a role, will now have 'Broker' in the heading across all tables.
• Better understanding of roles - This update ensures that you have a clear and consistent understanding of the roles within the platform.

Where you can expect to see these changes:

• Table columns and filters 
• Reports heading and filters
• Email fields
• Inside opportunity details sections

We've received fantastic feedback on the performance of the new Compliance Workflow. Starting from Wednesday 1st May, the new Compliance Workflow will replace the Compliance Centre in Mercury Nexus.

The new Compliance Workflow streamlines compliance tasks by guiding you through crucial steps, prompting you to include necessary notes and attachments while maintaining flexibility to accommodate your existing processes.

Features you’ll love:

• Built-in prompts so you never miss a crucial step
• Progress tracker that updates as you conquer each compliance stage
• Option to complete notes and questionnaires whilst completing your compliance commentary

Get started today!

To get started, enable the new Compliance Workflow in your Mercury account through Mercury Insider. Detailed instructions can be found here.

Helpful resources

Useful instructions, a short demo video, and FAQ’s can be found via the Connective wiki.

View resources

You will still have access all of your compliance notes. If an opportunity has notes in the old Compliance Centre, you'll see the old Compliance tab AND the new BID & NCCP tab. However, if there are no compliance notes in the Compliance Centre, you'll only see the new BID & NCCP tab.

If you have any questions, or would like help getting started, reach out to your Compliance Support Manager or the Helpdesk team and they will be happy to help you.