Great news. The Open Banking network has expanded with several new lenders now available for your clients to connect and share their financial information. Some of them include:

This brings the total to 119 lenders, giving you broader coverage and more opportunities to streamline your client data collection.

You can view the full list of available Data Holders here.

Haven’t tried Open Banking yet?

Open Banking helps you get a real-time view of your client’s financial position, without the back and forth. By securely pulling data straight into Mercury Nexus, you can spend less time chasing documents and more time progressing applications.

Watch this training course to get up to speed or read these Wiki guides to get started today.

The old Client Centre in Mercury Nexus will soon be retired as we transition to the Client Portal - the new standard for collecting client information.

Since launching last year, the new Client Portal has helped our members receive more complete applications upfront - meaning more complete applications and less time following up for missing information. 

Any existing old Client Centre requests will remain available in read-only mode after the retirement date. 

Make the switch to the Client Portal ahead of the transition. 

Watch this quick demo to see how it works or browse our collection of Wiki articles to get started.

The new calculator provides:

• More accurate borrowing estimates across 38 lenders
• Faster workflows with auto-filled fields and synced opportunities 
• More flexibility for split loans, multiple properties, and complex structures 
• A cleaner, easier-to-use layout that’s quicker to navigate 

If you haven’t had a chance to explore the new calculator yet, there’s plenty of support available, including a step-by-step Wiki guide and Short training course.

Login to Mercury Nexus and explore the new Borrowing Capacity Calculator today!

As you know, Privacy Legislation requires you to redact Tax File Numbers (TFNs) from client documents that you store.

When you request a Tax File Number (TFN) redaction in Mercury Nexus, the redacted document is saved against the relevant opportunity under ‘attachments’ so you have a secure record on file.

What’s changing?

From today, you’ll no longer receive a copy of the redacted file in your confirmation email once a request is completed. This avoids duplicates and ensures all files are securely stored in Mercury Nexus.

Click here to learn how to redact TFN’s in Mercury Nexus.

Our latest 10-minute course introduces Open Banking and shows you how to access real-time client financial data, reduce manual work, and move opportunities forward faster.

Login to Mercury Nexus start the course today!

This course will help you:

• Understand how Open Banking works
• Send and manage Open Banking requests within Mercury Nexus
• Access and review income, expenses and liabilities statements
• Copy results directly into an Opportunity to save time and reduce rework

Start course

Our latest training course on the new Borrowing Capacity Calculator, is now available in the Connective Training Hub. In just 15 minutes, you’ll learn how to navigate our upgraded Borrowing Capacity Calculator so you can present sharper, more accurate lending options to your clients.

Click here to login to Mercury Nexus and begin the course. 

This course will help you: 

• Understand how to access and navigate the new calculator 
• Use validation tools to improve accuracy and reduce rework 
• Interpret lender results and customise servicing scenarios 
• Apply real-world examples to streamline your workflow 

This training is perfect for any Connective member who want to analyse options faster, compare lenders with confidence, and guide clients toward the lending solution that best supports their goals. 

Start course

It's now easier for your clients to complete the Open Banking process! 

You told us that some clients were getting stuck after connecting their bank accounts - not realising they needed to click “I’m done connecting banks” to complete the process. This meant brokers were seeing the Open Banking status as “In Progress” even when clients thought they were done. 

NextGen has now made this clearer. Clients will now see a “Share with Broker” button when they’ve finished linking their accounts.

Check out our latest training course, Mastering ApplyOnline, now available in the Connective Training Hub. In just 15 minutes, you’ll learn how to navigate ApplyOnline and see how it connects seamlessly with Mercury Nexus. 

This course will help you:

• Submit and manage applications with confidence

• Upload compliance and supporting documents

• Use eSign and Access Seeker seamlessly

• Sync your data with Mercury Nexus

This training is perfect for both new and existing brokers who want to build confidence and save time when working with ApplyOnline.

Click here to begin the course.

Improvements have been made to Financial Passport – all designed to make things simpler, faster, and more intuitive for your clients.

Your clients will now find it easier to connect their bank accounts and grant consent for data sharing, thanks to a more streamlined and user-friendly process.

What you need to know:

• No disruption: There’s no change in how you or your client access or use Financial Passport.

• Seamless transition: If a client received an invitation but hasn’t yet completed data-sharing, they’ll automatically be taken through the new process.

You asked, and we listened. 

You can now request Equifax credit reports directly through Mercury Nexus! No need for a separate subscription or extra setup. It’s built in and ready to go. 

This new integration makes it easier to access the credit data you need, right within your existing workflow. 

Available now to all members in Mercury Nexus. Click here for a step-by-step guide on how to request for an Equifax credit check.