Stay up to date with the latest updates and improvements across Mercury Nexus!
Connective is proud to have won Innovator of the Year - CRM Platform at the 2026 Broker Innovation Awards, recognising Mercury Nexus for helping brokers reduce admin, strengthen client relationships, and grow their business.
We’re excited to announce that Mercury Nexus now has an enhanced integration with CitoPlus, a platform used to build, manage and submit commercial deals.
This integration automatically syncs commercial deals into the Mercury Nexus CRM, giving you better visibility and keeping your records all in one place.
Any deal creations, changes, and status management should continue to be done in CitoPlus. Think of Mercury Nexus as your view of the deal, with CitoPlus staying as the place you manage it.
Opt-out available
If you’d prefer not to have this integration, you can opt out at any time by contacting the CitoPlus support team at support@citoplus.com.au.
Applicable to anyone using CitoPlus.
From Tuesday 9 June, all new CitoPlus deals will automatically sync into Mercury Nexus, bringing commercial activity into one place and reducing manual data entry.
What does this mean for you?
Important
Any deal creations, changes, and status management should continue to be done in CitoPlus. Think of Mercury Nexus as your view of the deal, with CitoPlus staying as the place you manage it.
Opt-out anytime
If this integration doesn’t fit in with your current workflow, you can opt out at any time. Just reach out to the CitoPlus support team at support@citoplus.com.au
Need help with ApplyOnline? Our Agent Fin is now trained using NextGen’s own content and videos, so it understands ApplyOnline more deeply and can help you troubleshoot issues, validateion errors, or simply guide you through what to do next.
Share a screenshot and a bit of context, and Fin can quickly see what’s going on and help you move forward.
Whether you’re stuck on an error or just need a quick check, Fin is there to make ApplyOnline smoother and easier to navigate.
Login to Mercury Nexus, and click “Get help” in the top right to get started.
It’s one of the main ways brokers share what their experience has really been like.
If we have supported you well, whether that’s being easy to reach, helping with scenarios, or stepping in when needed, this is where that feedback counts.
We’re proud of the role we play day to day, and your input genuinely makes a difference.
It takes around 5 minutes and closes Friday 10 April.
Thanks for taking the time to share your experience.
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.
Big update. We’re officially transitioning to the new Borrowing Capacity Calculator in Mercury Nexus.
From Tuesday, 17 March, the old version of the Borrowing Capacity Calculator will be retired and the new version, released last year, will be the standard moving forward.
The new calculator provides:
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:
