Nexus News Nexus News logo

Nexus News

Keep up to date with all things Mercury Nexus!

Subscribe to Updates
  • English

Labels

  • All Posts
  • Announcement
  • new feature
  • did you know
  • release notes
  • Improvement
  • Fix
  • Roadmap
  • Action required
  • Lender update

Jump to Month

  • October 2025
  • September 2025
  • July 2025
  • June 2025
  • May 2025
  • March 2025
  • February 2025
  • January 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • October 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
new feature
a week ago

Introducing OneView - A smarter way to manage your portfolio

We’re excited to launch OneView – a new feature in the Mercury Nexus CRM that gives you a simple way to spot upcoming fixed rate and interest-only expiries in a single view. 

Click here to explore the new feature. 

With OneView, you can:

- Save time - no more spreadsheets or manual exports  

- Re-engage and retain clients at the right moment 

- Protect and grow your trail book 

Where to find it:
Look for the new OneView tab in the left-hand panel of your CRM.  

Important: For best results, make sure the Fixed Rate Expiry and Interest Only Expiry fields are up to date on your Opportunity records.

If there are no fixed rate or interest-only expiries within the next 3 months, the OneView grid will simply appear empty.

Read this Wiki article to learn how to use OneView and make sure your opportunities are set up correctly to get the most out of the tool. 

Avatar of authorAshweni Miranda
new feature
3 weeks ago

Early Release - Try the new Borrowing Capacity Calculator!

An early release of Connective’s new Borrowing Capacity Calculator is now live in Mercury Nexus - and we’d love to hear your feedback!

Where to find the new calculator

Option 1: On your Mercury Nexus Dashboard

Option 2: From the Mercury Nexus apps menu

Option 3: From an Opportunity (Borrowing Capacity v2)

Please note: Options 1 and 2 provide access to the calculator as a standalone tool. Option 2, when accessed through an opportunity, enables data syncing by automatically importing the financial details from that opportunity into the calculator.

What’s new? 

- Improved accuracy: With 37 lenders covered, the new Borrowing Capacity Calculator provides highly accurate borrowing estimates. 

- Faster workflow: Auto-fill fields, auto-calculated LVR and security, less manual inputs and direct synching with the opportunity. 

- More flexibility: Split loans, multiple properties, and better income and expense inputs.

- Easier to use: A clean and intuitive layout that’s easier to navigate and quicker to use. 

To find out more about how you can access, use and provide feedback around the new calculator, please read our Wiki article. 

Thanks for being part of the journey,
The Mercury Nexus Product Team

Avatar of authorAshweni Miranda
Announcementnew feature
3 months ago

Equifax Credit Reports are here!

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.

Avatar of authorAshweni Miranda
Announcementnew feature
5 months ago

No more workarounds: Re-trigger auto-actions for any opportunity status

Introducing an easier way to re-trigger auto-actions in your opportunities.

You can now re-run the auto-actions linked to the current opportunity status — no need to change statuses or disrupt your workflow.

Here’s what’s new:

  • Re-trigger actions for the current status at any time
  • Skip the hassle of switching between statuses just to re-run actions
  • Keep your opportunity status history clean and accurate

Just click Re-Trigger Auto-Actions, review the actions, and you’re done.

Now available in the Details tab of the opportunity.

Avatar of authorBraedyn Lees
Announcementnew feature
5 months ago

Click. Ask. Done – Meet your new lender policy AI assistant.


We’ve just launched Connective AI, an industry-first tool that finds lender policy answers in seconds.

No more digging through multiple guides. Just click, ask, and get instant answers to the policy questions that matter.

It’s fast, easy, and available now in the CRM and Research App.

https://wiki.connective.com.au/en/articles/40786-connective-assistant-ai

Avatar of authorBraedyn Lees
Announcementnew featureImprovement
7 months ago

Enhanced Control Over Client Centre with Individual Applicant Preview

A new enhancement to the CRM system provides more control over the Client Centre by allowing individual previews for each applicant. 

This update refines the existing functionality, making it easier to view the Client Centre exactly as each applicant will experience it.

Previously, the "Launch Client Centre" button opened the Client Centre view for the primary applicant by default. With this enhancement, the button now includes a dropdown menu displaying all applicants who have been added to the Client Centre request. This allows you to select and launch the Client Centre for any specific applicant, ensuring that names, modules, questionnaires, and other details appear exactly as they will for that individual.

This update does not change the core functionality of the Client Centre but introduces a more precise way to navigate and manage applicant views. 

By offering a direct preview for each applicant, it provides greater control and ensures a clearer, more accurate representation of their Client Centre experience.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.

Mercury Product Team

Avatar of authorBen Bozorg
Announcementnew featurerelease notesImprovement
8 months ago

More Control Over Task Due Dates in Auto-Actions

We’re excited to introduce a new feature that gives you more flexibility and control over task due dates when changing an Opportunity Status.

Previously, auto-action tasks were assigned due dates based on predefined settings and offset days, but now, you can override these dates directly in the status change modal, before you trigger the actions. This ensures that tasks align with your needs, eliminating the need for manual date changes and making workflows more scalable.

What’s New?

Opportunity > Status Change Modal:

  • A new ‘Due Date Override’ column has been added, allowing you to manually adjust a task’s due date when changing an opportunity status. You will still see the calculated date based on your setting in the Admin > auto-actions section.
  • If a task template has an Offset Dependency, the system will pre-calculate the due date as usual.
  • However, if you enter a manual date in the Due Date Override field, it will replace the system’s default date.
  • A tooltip is available for guidance: “Once specified, this date will override the Offset Dependency and default date settings, becoming the task's due date.”
  • If no override is provided, the system will use the default offset-based due date.


Admin App > CRM Settings > Task Templates:

  • A new ‘Status Change Effective Date’ option is available for Offset Dependency when setting up task templates.
  • When selected, the system will assign the task due date based on the scheduled status change date.
  • If an offset is applied in the task template settings, it will automatically adjust the due date accordingly.

How It Works:

  1. When you schedule an opportunity status change, auto-actions will generate tasks with system-calculated due dates.
  2. In the status change modal, you can override these due dates before confirming the status update.
  3. If you don’t override them, the system will apply the offset dependency rules from the task template settings.
  4. This feature allows you to ensure all tasks align with your scheduling and operational needs.

Why This Matters?

  • More Control: Set due dates that better reflect your workflow rather than relying solely on system defaults.
  • Eliminates Manual Changes: No more adjusting task dates manually after they’ve been created.
  • Greater Flexibility: Your auto-action workflows are now more adaptable and scalable.

This update is now live! Start using it today by navigating to the Opportunity Status Change modal and making the most of the new Due Date Override feature.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.  

Mercury Product Team



Avatar of authorBen Bozorg
Announcementnew featureImprovement
8 months ago

Questionnaire Enhancement: Identify Client Responses in Questionnaires

We are pleased to announce a new feature enhancement in the CRM that improves the visibility of questionnaire responses within the Opportunity module. 

You will now be able to see which client has answered each section of the questionnaire, making it easier to track client input, ensure data accuracy, and facilitate follow-ups for completion and corrections.
This new functionality introduces the ability to associate client names with questionnaire responses, enhancing transparency and usability for you.

Key Enhancements:

  • Identifying Respondents in Questionnaires: Each section/module of the questionnaire will now display the full name of the client who provided responses.
  • Multiple Clients Support: If multiple clients are linked to an opportunity and were added to the questionnaire, their names will be shown individually for each module they have answered.
  • Improved Merged Templates: When questionnaires are merged into templates, the responder's name will be displayed to each answer, ensuring clarity in responses.

Impact on CRM > Opportunity > Questionnaire Panel

  • The questionnaire panel now includes client names next to each module heading.
  • If a questionnaire is sent to multiple clients, each module will show the respective client’s name to indicate who provided the response.
  • This applies only to modules classified under Applicants, where responses are required from all linked clients.
  • Previously, you could not determine which client answered each module, making it challenging to verify the information.

Impact on CRM > Questionnaire > Merged Templates

  • When questionnaires are merged into a document, each response will now include the client’s full name.
  • Regardless of whether multiple answers exist in one cell or each client’s response is recorded separately, the responder’s name will be prepended to the answer.
  • This change ensures you can easily distinguish responses from different clients.

Benefits of This Enhancement

  • Greater Clarity: You can immediately identify who provided each response.
  • Improved Efficiency: Reduces back-and-forth communication to confirm client inputs.
  • Better Client Engagement: Ensures accurate representation of client responses and facilitates personalized follow-ups.
  • More Accurate Documentation: Merged templates will now provide a clear attribution of responses, improving data integrity.

This feature is now live and requires no additional setup. You can begin utilizing it immediately within your CRM workflow.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.  

Mercury Product Team

Avatar of authorBen Bozorg
Announcementnew featureImprovement
8 months ago

Streamlined Search Functionality for Attachments in Opportunities

We are excited to announce a useful enhancement to the CRM platform that will make it easier and faster for you and your team to locate important documents in the Opportunities module.

Introducing the New Attachments Search Feature

In the Attachments tab under an Opportunity, a new search bar has been implemented, allowing you to filter and find documents by their names effortlessly. This enhancement is designed to save you time and provide greater efficiency in managing your workflow.

Key Features:

  • Real-Time Filtering: As you type in the search bar, the table dynamically updates to display only the documents that match the entered keyword.
  • Case-Insensitive Search: No need to worry about capitalization, search results will appear regardless of whether your keyword is in upper or lower case.
  • Simplified Document Management: Quickly locate specific files by filtering the list based on the document name, removing irrelevant items from view.

Seamless Design Integration

The search field is positioned conveniently above the attachments table, ensuring a user-friendly experience. This intuitive design ensures that your team can quickly adapt to and utilize the new functionality.

We’re committed to continuously improving the tools you use every day. 

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better. 

Mercury Product Team

Avatar of authorBen Bozorg
Announcementnew featureImprovement
8 months ago

Expanded Opportunity Sync to the Digital Marketing Hub (DMH)

We’re excited to bring you a new feature designed to enhance your ability to market to a broader range of clients. You can now sync up to 8 opportunities per contact to the Digital Marketing Hub (DMH), giving you more flexibility and reach in your campaigns.

What’s New?

  • More Opportunities Per Contact: Moving forward, you’ll have 8 opportunity slots available for each contact synced to the DMH.
  • Improved Marketing Potential: This enhancement allows you to present a wider array of tailored opportunities to your clients. Whether it’s for improved lead nurturing experiences or managing your post-settlement communication, you now have greater ability to achieve better outcomes for your clients.


How This Affects You

1. For New Contacts

For all new contacts synced to the DMH, 8 opportunity slots will be available automatically. You won’t need to take any extra steps—simply sync the contact, and all relevant opportunities (up to 8) will be included by default.

2. For Existing Contacts

For contacts that were synced to the DMH before this update, only 3 opportunity references will remain available by default. If you’d like to take advantage of the expanded 8-opportunity feature:

  • Navigate to CRM → People.
  • Filter contacts with DMH=true.
  • Select the desired contacts.
  • Re-sync them to the DMH to enable all 8 opportunity slots.

3. For Your DMH Automations

Any automations you currently have set up in DMH will continue to function as they do now.
If you wish to expand them to capture additional opportunities (4 through to 8), you will need to add new triggers to include these opportunities.
To learn how to manage your automations, please refer to our wiki: DMH Automations Wiki, or join one of our upcoming demo sessions to see it in action: Demo Sessions and Training Resources.


Why This Matters

  • Broader Client Coverage: With 8 opportunity slots, you can better address the diverse needs of your clients.
  • Stronger Marketing Campaigns: You’ll have more data at your fingertips to create impactful and targeted campaigns.
  • Seamless Integration: The syncing process has been optimized to make it easy for you to update existing contacts or sync new ones.


This update gives you more control and versatility in managing your client relationships and marketing strategies.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.

Mercury Product Team

Avatar of authorBen Bozorg