We're excited to introduce a new feature in the Commissions App that allows you to mark payees as inactive. This update offers greater flexibility and helps keep your workflow organised by removing inactive payees from view.

Key Changes

Active/Inactive Toggle:

• A new "Active/Inactive" toggle has been added to the top of the Payee Management page, located next to the “+ New Payee” button.
• This toggle defaults to "Active" but allows you to switch to view inactive payees when needed.
• Only users with permission to manage payees will see this feature.
  
  

Process of making a Payee inactive:

• When managing payees, you can now mark them as Inactive by removing their "Mercury Access Active" status.
• To do this, simply uncheck the "Mercury Access Active" box in the payee's detail modal and save your changes.
• Once a payee is marked inactive, they will no longer appear under the "Active" tab. Instead, they will be listed under "Inactive," where they can be reactivated at any time by the group admin.

Behavior of Inactive Payees:

• Inactive payees cannot access the Commissions App and cannot be assigned to new commission payments or splitting templates.
• Existing splitting templates where the payee was previously assigned will still display the inactive payee, but no new inactive payees can be assigned.
• For instance, if “James” was used as a payee in a template before becoming inactive, he will still be visible in that template. However, you cannot assign any other inactive payees in new or existing templates.

Why This Feature is Important

This update simplifies payee management by ensuring that your active payees list only contains those who are currently in use. You will no longer have to navigate through inactive users, making your workflow more efficient.

Should you need to restore an inactive payee, you can use the toggle above in the "Payee Management" page to see the inactive payees, open their settings and tick the checkbox "Mercury Access Active" and save. The payee then become active again and can be used.

Best Regards

Mercury Nexus Product Team

We are excited to announce a key update in the way communications are managed within Nexus. The previously named Lender Comms Email has now been renamed to Communications Email. This update simplifies and enhances your ability to manage communications related to tasks, notifications, support tickets, and project updates, ensuring a more streamlined experience.

What’s new?

• Communications Email will now handle all Nexus-related communications, including:
  • Support notifications
  • Helpdesk emails (including ticket updates and acknowledgments)
  • Task delegate reminder and re-assigned emails
  • Back-channel emails from ApplyOnline (AOL)
  • Survey emails.

This change ensures that all relevant emails are sent to a designated communications email, allowing you to easily manage and prioritise important messages. 

What happens if I haven’t set up a communications email?

If the communications email is not set in your profile, emails will continue to be sent to your primary email address. 

How do I update my communications email?

1. Log in to Nexus.
2. Navigate to your Admin Profile.
3. Look for the newly updated Communications Email field.
4. Enter the preferred email address for receiving all Nexus communications.

This change is designed to reduce confusion and ensure that all communications are sent to the correct email address, especially for brokers who rely on a separate email for administrative purposes. We have listened to your feedback and made improvements to ensure that the right information is always delivered to the right place.

If you have any questions about this update or need assistance in setting up your Communications Email, please reach out to our support team.

Best regards,  

The Nexus Product Team

We’re excited to announce a new enhancement to Nexus CRM that will help you manage your tasks more effectively: the ability to set priority levels for your tasks. This feature is designed to provide you with greater control over task management, ensuring that the most important and urgent tasks receive the attention they deserve.

Key Features

1. Set task priority: You can now assign a priority level to each task you create or edit within the CRM. The available priority levels are:

• Urgent
• High
• Medium
• Low
• Very Low
• No Priority (default)

By default, all tasks are set to "No Priority." However, you can easily select a priority that reflects the task’s importance and urgency.

2. Visual indicators: Each task’s priority is visually represented by a coloured label, making it easy to identify the urgency of tasks at a glance. For example, "Urgent" tasks are highlighted in red, while "Medium" tasks appear in green.

3. Sort and filter by priority: The task list within each opportunity now includes a “Priority” column, allowing you to sort tasks based on their priority level. You can also filter tasks based on priority levels, making it easier to focus on what matters most.

4. Flexible: The “Priority” column is displayed by default but can be customized or hidden according to your preferences. You can also rearrange the column order to suit your workflow needs.

5. Dashboard integration: On the CRM dashboard, tasks will now display a priority label next to their names. If a task has no assigned priority, this label will not be shown, keeping your dashboard clean and focused.

How This Benefits You

The new task priority feature is designed to help you:

• Prioritise effectively: Easily identify and focus on the most critical tasks, ensuring that important activities are not overlooked.
• Lead your team: Assign and manage tasks with clear priorities, guiding your team to focus on tasks with the highest importance and urgency.
• Improve workflow efficiency: Sort and filter tasks by priority to streamline your workflow and manage your time more effectively.

We encourage you to start using this new feature to enhance your task management. 

If you have any scenarios, ideas, or suggestions, feel free to reach out to us via the Idea Portal.

Thank you for your continued support and feedback.
Nexus Product Team

We are excited to announce the latest enhancement to our CRM Kanban Board: Sorting by Transaction Type!

This new feature lets you arrange items on the Kanban board by their transaction type. It allows you focus your efforts by customising your workspace according to your needs, enhancing your work flow, and keeping your sales processes flowing smoothly.

We are excited to announce the latest enhancement to our CRM Kanban Board: Sorting per individual column!

In addition to sorting your kanban board as a whole, this new feature will provide you with the ability to apply an additional sort per column, allowing you to further optimise your workspace, and prioritise your opportunities. 

Key Benefits Include:

• Enhanced Sorting: Sort each column independently, thus prioritising your opportunities based on what is most important for that status.
• Improved Tracking: Monitor your opportunities with more ease.
• Optimised Workflow: Focus your efforts on what matters most.

How does it work?

Within each column header, you will be able to select from a dropdown of sorting options. Applying this sort will effect those opportunities that are visible for that column only, allowing you to prioritise each according to what is most important to you for that specific status!

We’re excited to share some important updates to the CRM and Client Centre. These changes are designed to simplify data capture, reduce manual entry, and ultimately save you time.

From Wednesday 28 August you will be able to:

• Capture more employment details: Including employer title, first and last name, phone number, and email address for primary and secondary employments, for both PAYG and self-employed clients.
• Select a preferred contact method: A new field has been introduced within the contact’s details to capture their preferred contact method. This can be selected in the CRM and Client Centre.

These details will be automatically populated from your CRM into ApplyOnline, removing the need for you to manually enter the information.

What’s changing for you

• A new section in the employment tab to capture employer contact details.
• An additional field in the contact tab for the preferred contact method.
• Automatic population of these fields from your CRM into ApplyOnline. ‌ 

What’s changing for your clients

• An extra step in the Client Centre under Employment for applicants to input their employer information.
• An additional field in the Client Centre for clients to select their preferred contact method.

Learn more

We believe these updates will streamline your workflow, allowing you to focus on growing your business and supporting your clients.

If you have any questions or need assistance with these changes, please contact your Partnership Manager.

In the fast-paced world of mortgage broking, every moment matters, and interruptions can be a real hassle. That’s why we’re excited to share a new feature in the CRM  that’ll make your life easier: Persistent Open Tabs.

What’s this new feature?

Persistent Open Tabs means that the tabs you have open in the CRM stay open, even if you refresh the page or if the app updates itself. No more wasting time reopening everything—you can just keep working smoothly without missing a beat.

How does it work?

• Keeping tabs open: When you open a tab in the CRM, whether it’s an opportunity, a task, or anything else, Mercury remembers it for you. This way, if you refresh the page, those tabs will automatically come back, ready for you to continue.
• Closing tabs: When you’re done with a tab and close it as normal.
• Logging out/in: For security, your tabs won’t stay open if you log out. When you log back in, you’ll start fresh, ensuring everything’s secure.

 How this will help you:

1. Stay productive: With your tabs staying open, you won’t be interrupted, so you can keep working without losing your place.
2. Save time: No need to reopen tabs after a refresh—just get back to your important tasks right away.
3. Better organisation: Managing multiple clients or tasks? This feature helps you keep everything in order without losing track.

The Persistent Open Tabs feature is a simple, yet powerful tool to help you work more smoothly in Nexus CRM. We hope it makes your day a little easier! As always, if you have any thoughts or feedback, we’d love to hear from you.

Nexus Product Team

As part of our ongoing commitment to enhancing your experience with Mercury Nexus, we will be conducting scheduled maintenance on Tuesday 13th August from 9:00pm - 11:00pm (AEST).

Please note that most functions within Mercury Nexus will be temporarily unavailable during this time. We apologise for any inconvenience this may cause.   

If you have any questions, please contact the Mercury Helpdesk team.

Product tours in beta are now live in in Mercury Nexus. Product tours are step-by-step interactive tours to help guide you through key features in Mercury Nexus.

How do I know what features have a product tour?

 You will see 'Take a tour’ icons on some key features. Clicking on this will start the product tour.

Product tours can be found on the following features:

• Client Centre
• DigiSign
• Borrowing Capacity calculator
• Funding Position calculator
• Product Comparison

Feedback

If you trial a product tour, we would love your feedback! You will be prompted to complete a very short survey in Mercury Nexus after your product tour.

Please be advised that La Trobe Financial will no longer be accepting application submissions via Loanapp from 31 August 2024.

Applications will continue to be accepted via Loanapp until 31 August 2024.

Applications will continue to be accepted via Apply Online and directly with La Trobe Financial.

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