today

Gmail integration: send and import client emails with your own Gmail account

Until now, email integration in Mercury Nexus only worked with Office 365. If your business runs on Gmail or Google Workspace, emails you sent from Mercury Nexus didn’t come from your own address or show up in your Sent folder, and you had to forward client emails in by hand to keep the file complete.

What’s changed

You can now link your Gmail account to Mercury Nexus and choose what it’s used for:

Send from your own address: emails you send from Mercury Nexus go from your Gmail address and appear in your Gmail Sent folder.
Import into the file: browse and search your Gmail inside Mercury Nexus. You can import emails and their attachments to an opportunity or person record, either from Your Gmail or from inside an opportunity. Each imported email becomes a note, and DocIQ classifies the attachments. Importing is manual, so nothing is pulled in automatically.
Let your PA send as you: give colleagues access to send emails through your linked Gmail.
Know when the link breaks: if Google access stops working, Mercury Nexus tells you, and you can re-link in a couple of clicks.

Why it matters

Clients get emails from the address they already know, and your Sent folder keeps a full record. The client file holds the emails that matter without any forwarding. Google users now get the same email workflow Office 365 users already have.

What you need to do

Nothing is switched on automatically. Each broker links their own account.

Go to: Admin > Integration > Gmail and select Link Gmail Account.
Under Features, tick send, import or both.
To send, you’ll need an email profile that uses your Gmail address. You can set one up under My Details > Email Profiles.

If you use Google Workspace, your Workspace administrator must allow third-party apps to access your account.

Read the full guide: https://wiki.connective.com.au/en/articles/87895-gmail-integration

5 days ago

Draft BID notes with AI is now available to all brokers

Writing Best Interests Duty commentary that explains why a recommendation suits this particular client takes time, even when everything you need is already on the file. Draft with AI, previously available through the Insider Program pilot, is now available to all brokers in Mercury Nexus.

What’s changed

Drafts written from the file: each BID comment is drafted from the opportunity’s details, notes, questionnaire answers and product comparison, fresh for that client. It is not a template, and wording is not reused from file to file.
Checks before drafting: anything that would make your comments wrong or incomplete is flagged first, such as a missing reason for not recommending the cheapest option.
Contradictions shown: if the file says two different things about the client, you’ll see both and where each came from, so you can fix the opportunity first.
Gaps marked, not guessed: where the file doesn’t hold enough information, the draft needs you to complete.

You stay responsible for your BID notes

Draft with AI gives you a starting point, not a finished BID commentary. You review every response, edit anything that isn’t accurate or doesn’t sound like you, and approve each section as your own. Nothing is saved to the opportunity until you approve each answer and finalise.

Why it matters

You start from a draft that is specific to the client rather than a blank page or a reused template, and the checks catch gaps and contradictions before they reach your BID notes.

What you need to do

No setup needed. Draft with AI is available on every opportunity.

Go to: Opportunity > BID > Draft with AI

Read the full guide: https://wiki.connective.com.au/en/articles/87793-draft-bid-notes-with-ai

6 days ago

Update a sent Client Portal request without sending a new one

Need to change a Client Portal request after it has gone to your client? You can now add, update or remove any module on a sent request, right up until you close it. Your changes save as you go, with no new request and no second invitation. Use Notify Clients to tell them what has changed.

Wiki

6 days ago

Help shape what's next in Mercury Nexus with the Insider Program

The Insider Program gives you early access to new Mercury Nexus features while we're still building them, and a say in how they turn out. Pilot brokers are already shaping what is coming out next.

What you need to do

Pilots are opt-in. You choose which ones to join, and you can switch any pilot off at any time.

Go to:

Mercury Nexus Admin > Insider Program

Switch on the pilots you'd like to try.

In the program now

UI/UX Improvements: a refreshed look and feel across Mercury Nexus
Loan Reviews: Our next version of Rate Reviews now supporting LVR and Equity calculations.
New Admin: Get a preview of the overhauled Admin tool and provide feedback on how to make it better.

How pilots work

What you get: early access to new features while we're still building them, and a say in how they turn out.
What to expect: pilot features are works in progress. They may look or behave differently, change between releases, have the odd issue, or be paused or removed.
What we ask: tell us what's missing, what you'd like to see, and what isn't working for you.
What we commit to: you can switch any pilot off at any time. We read all feedback and may contact you to follow up.

Pilots run alongside your existing tools, so you can switch back whenever you need to.

Why it matters

Your feedback decides what we fix and what we build next. Feedback from Loan Reviews pilot brokers is directly shaping the improvements we're working on now.

a week ago

Complete and edit questionnaires from the opportunity

Questionnaires attached to an opportunity are now editable within Mercury Nexus, whereas previously, they could only be previewed. To complete or update a response, you needed to use the Client Portal or wait for your client.

What's changed

The questionnaire view on the opportunity is now a working form. You can complete or edit any questionnaire attached to the opportunity in place:

Any questionnaire, any time: whether or not a Client Portal request has been sent, including after it's gone to the client. This covers both Connective-provided questionnaires and ones you've created.
Same questions, same logic: follow-up questions show and hide exactly as they do for your client in the Client Portal.
A clear record: the activity log shows whether each change was made by a Mercury Nexus user or by the client. If you and your client both edit an answer, the most recent change is kept.

Why it matters

If you already have the information, you can enter it directly without waiting for your client or leaving Mercury Nexus. Small corrections no longer require resending requests, helping applications progress faster.

Where to find it

Opportunity > Questionnaires

Read the full guide: https://wiki.connective.com.au/en/articles/87816-editing-questionnaires-from-an-opportunity

2 weeks ago

Client Portal: Fixes since September

We've resolved a number of issues reported by brokers since the start of September.

Documents

JPEG files uploaded through the Client Portal couldn't be previewed. They now preview as expected.

Images couldn't be previewed or downloaded from the opportunity's Attachments tab. Both now work.

Some client documents were saving with the file type as their name. They now save with the correct document name.

Building requests

An applicant could appear twice when adding a questionnaire in the request builder. Each applicant now appears once.

A Credit Guide added to a request template didn't pull through licensee details when used on an opportunity. Licensee details now populate correctly.

Emails and notifications

Reminder emails could keep sending after a request was closed. Reminders now stop once a request is closed.

Client Portal and e-sign link tags could appear as raw text, such as {{tag}}, in automated emails. They now show the correct link.

Some brokers weren't receiving client and DigiSign notifications. These are now delivered.

2 weeks ago

Client Portal: Smaller improvements since September

Alongside the larger releases, we've made a set of smaller changes to the Client Portal. They make it easier to spot requests that need a nudge and harder for a client to get stuck.

For you

Last activity and Stalled badge: the requests table on the opportunity now shows when each client was last active, and flags requests that have gone quiet as Stalled, so you know who to follow up without opening every request.
Template order kept: when you add more than one template to a request, each template's documents stay in the order you set.

For your clients

Joint applicants aren't held up by each other: each applicant only needs to upload their own required documents to finish and submit their part.
Clear errors with a retry: if a submission fails or the document list doesn't load, your client is told and can try again, rather than thinking they've finished.
Larger uploads: clients can upload documents up to 30MB, up from 10MB, in line with the CRM.

Where to find it

These changes apply automatically. There's nothing to switch on.

3 weeks ago

Client Portal: Approve and download returned documents in bulk

Reviewing a stack of returned documents meant approving and downloading them one at a time. Bulk actions were a familiar part of the Client Centre and Doc Centre, and many brokers asked for them back.

What's changed

Review Returned Docs now supports bulk actions across every tab of the request:

Bulk approve: select several documents and approve them in one action.

Bulk download: download all the documents you've selected at once.

Download from the viewer: save the document you're previewing without leaving it.

Documents still need to be rejected individually.

Why it matters

Fewer clicks between a client returning their documents and you having them approved and saved, so you can get to the application sooner.

Where to find it

Opportunity > Client Portal request > Review Returned Docs

3 weeks ago

Extend request expiry up to 90 days from today

A request's expiry date used to be capped at three months from the day it was created. Older requests had little or no room to extend, and once a request expired a client who needed more time was stuck.

What's changed

The expiry limit is now based on today's date, not the date the request was created:

Up to 90 days from today: set or change a request's expiry date to any date within the next 90 days.

Works on expired requests: extend a request that has already expired so your client can pick up where they left off.

Why it matters

When a client needs more time, you can give it to them on the same request, with no need to rebuild and resend it.

Where to find it

Opportunity > Client Portal request > Expiry date

a month ago

Opportunity Details: See your Loan App and ApplyOnline status without leaving Mercury

Previously, once you lodged an application through Loan App or ApplyOnline, checking its progress meant leaving Mercury and logging into another platform.

What's changed

The Settlement Details section of an opportunity now shows the latest lender status for applications lodged through Loan App and ApplyOnline:

Status and Last Updated: You can see the current status the lender has reported, such as Conditionally Approved or Settled, and when the lender first reported it.
Full status history: Select View status history to see every status update, displayed newest first. If an application has been resubmitted, you'll also be able to see which submission each update relates to.
Awaiting lender status: If an application has been lodged but the lender hasn't provided a status update yet, you'll see an Awaiting lender status message, so you know the application is still progressing.
Apply latest status: From the history, this takes you straight to Update Status, so you can bring your opportunity's status into line without hunting for it.

Your opportunity's Current Status won't change automatically. You select the new status yourself in Update Status, as you do currently.

Why it matters

You can see where an application is up to with the lender from the opportunity you're already working in. You'll spend less time switching between platforms and have a clear record of how the application progressed, which you can use when clients ask for an update.

Where to find it

Open the opportunity and navigate to Details > Settlement Details.

Lender status information appears automatically once an application has been lodged, with updates flowing through once you submit from Mercury. No setup is required.

ApplyOnline status appears under the ApplyOnline ID on Loan and Commercial Loan opportunities, including applications where the ApplyOnline ID was entered manually.
Loan App status appears for users with Loan App access.