By default, all of Connective’s panel lenders are displayed in Mercury Nexus, however you can easily customise this to suit your business.

Filter lenders when completing product comparisons

Launch the CRM or Research app and select Product Search or Product Comparison from the menu on the left.

Select +Product from the top menu. Navigate to the filter icon next to the Lenders dropdown.

From here you will be taken to a popup screen where you can choose which lenders appear in your product comparisons.

It’s important to note that Mercury Nexus saves these filters and they will be applied to subsequent product searches unless you update it.

You can also control which lenders are available for your partner group.

Navigate the Admin app and select CRM Settings from the main menu on the left. Navigate to Filter Lenders on the top menu. From here you can easily select the lenders you want to appear in Mercury Nexus.  

Use the drop-down menu to toggle between Residential, Commercial and Asset finance lenders.

Note: By unchecking a lender, it will no longer appear for any members of your partner group.

You can learn more via the Connective wiki here: https://support.connective.com.au/hc/en-us/articles/900006356603-How-to-manage-which-Lenders-appear-in-Mercury-Nexus-using-Filter-Lenders

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