To enhance efficiency and consistency, we have consolidated the Needs Analysis questionnaire on Mercury Nexus. Effective immediately, please select “Home Loan – Needs Analysis” for all opportunity types. This change simplifies the process, ensuring a more streamlined and uniform approach to client assessments.

If you require any further information or assistance, please do not hesitate to contact our support team.

We are introducing two new mandatory fields for all Payee accounts in the Commissions App: Phone Number and Email Address. These fields must be correctly set by you for your Payees, as they will soon be required to receive a One-Time Passcode (OTP) to log in and access their commission statements.
This update aligns with Connective’s commitment to enhancing security and protecting financial records.

To ensure that multi-factor authentication (MFA) and other communications are functional, you must now provide an email address and phone number when adding or editing a Payee account.

Key Enhancements:

• Email Address: Must be entered in a valid email format and is required before saving the Payee record.
• Phone Number: Is required before saving the Payee record.
• Existing Payee Records: If you open an existing Payee record, you will not be able to save it unless both the email and phone number fields are populated.

Impact on Commissions App > Manage Payees > Edit/Add New Payee

• These new fields will now appear in the Payee record form.
• You must enter a valid email address and phone number before saving the record.
• If either field is missing, you will be prevented from saving changes.
• This ensures that Payees have the necessary details set up for secure login via OTP verification.

Benefits of This Enhancement

• Increased Security: Strengthens the login process with OTP verification.
• Improved Future Communication: Ensures Payees receive important notifications regarding their commissions.
• Compliance with Best Practices: Aligns with Connective’s security standards for financial data protection.

You should review your existing Payee records and ensure that valid phone numbers and email addresses are provided for each Payee.

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

We are pleased to announce updates to the NCCP documents related to Consumer Asset Finance/Personal Loans and Home Loans. These updates include revisions to the

• Consumer Asset Finance & Personal Loan Credit Proposal Document
• Credit Guide
• Privacy Consent Documents

These documents have received a refreshed format and include an updated list of lenders in the Credit Guide and Privacy Consent to ensure accurate, up-to-date information.

Additionally, the home loan Preliminary Assessment Document has been updated with a disclaimer note now included beneath the funding position table to provide clearer guidance.

For brokers utilising customised versions of these documents, please ensure that your documents are updated to the latest version to maintain compliance and accuracy.

Should you have any questions or require assistance with the updated documents, feel free to reach out to our support team.