The new Client Portal continues to gain momentum, delivering a 39% uplift in completion rates compared to the former Client Centre.

Need a refresher? Read these Wiki articles to learn how to navigate the updated Client Portal. 

What’s new? 

You can now access the Client Portal directly from its own tab in the left-hand panel of your Opportunity. This gives you one clear, streamlined space to manage client requests from start to finish. 

You can also edit client details, set expiry dates and view submitted client documents all directly within the Client Portal! 

Coming soon

You may notice a few additional tabs visible in the Client Portal that aren’t clickable yet. These features are launching soon: 

• Request Overview – A summary of your client’s request progress
• Review Returned Docs – Approve or reject client documents directly in the Portal
• Activity – A clear history of request updates and key actions

We look forward to sharing more soon. As always, your feedback helps shape the Client Portal. Share your thoughts at clientportal@connective.com.au.

We’ve added two buttons to the new Borrowing Capacity Calculator experience, making your day-to-day scenario work simpler, faster, and easier to manage.

What’s new?

When you access the calculator outside an opportunity, you can create a new calculator (Add) and access saved calculations (Scenarios) in one place.

• Add - Start a new calculator instantly. It opens in a new tab, so you can create a new calculation without losing any work on your current calculator.

In case you missed it – we launched the new Borrowing Capacity Calculator last year. Since then, we’ve continued to refine it based on member feedback.

Update: You can now save your borrowing capacity calculations when you access the new calculator outside an opportunity. This means you can explore options during your initial client conversations, keep a record of your work, and move faster when the deal progresses.

You can now manage document requests, shared documents and digital signatures directly in the new Client Portal, completing the end-to-end client journey in one place.

With this update, brokers can:

• Request documents from clients
• Share important documents like credit guides and fact sheets
• Collect digital signatures via DigiSign

Previously, clients completed their personal and financial details in the new Client Portal, then had to move back to the old Client Centre to manage documents and signatures. Now, everything happens in one place - creating a seamless experience.

👉 Read our Wiki article for a quick guide on how to get started.

Open Banking generated statements and summary (proof of balance) documents for business accounts now include additional information. 

Alongside the business name, the document header now also displays the legal name, authorised agent name, and ABN, improving clarity and enabling faster verification for brokers.

We've released an upgraded version of Connective AI, the tool that finds lender policy information in seconds. 

We’ve gathered your feedback and worked with leading AI experts in this field to make it more accurate, more consistent, and fully verifiable. Every answer now shows its source, so you always know exactly where the information came from. Login to the Community and read our latest article to learn more.

Here’s what’s new: 

• You’ll now see the source behind every AI answer, including a direct link to the lender policy document. 
• Connective AI now supports over 100 lenders on our panel, across residential, commercial and asset finance. 

Try it out and let us know what you think. Your feedback helps us shape what comes next.

Explore Connective AI today 

We’ve introduced the next phase of the new Client Portal in Mercury Nexus - continuing our work to simplify how your clients share information and helping you progress applications faster.

In case you missed the initial release, the Client Portal is the updated version of the Client Centre’s data collection experience. Login to our community to learn more.

What’s new?

Questionnaires are now part of the new Client Portal 

You can now include any type of questionnaire as part of the guided Client Portal journey. This allows clients to complete their personal details, financials and the questionnaire responses all within one structured experience.

To learn how to access the new client portal and start using it, please refer to this Wiki article.

In case you missed it, we recently launched the new Client Portal in Mercury Nexus and thanks to your feedback, we’re rolling out regular enhancements to make it even better. 

Here’s the latest: 

Progress bar
We’ve added a progress bar so your clients can quickly see where they are in the workflow, what’s completed, and what’s still ahead, and it’s visible at the top of every page.

Overview page 
Your clients can now access a progress overview page from the dropdown menu near their name, showing all the modules in their request.

This page highlights what’s been done, what’s underway, and what’s next. They can jump straight into any module with a single click for a smoother experience.

Additional updates to your client’s experience:

In case you missed it, we recently launched the new Client Portal and thanks to your feedback, we’re rolling out regular enhancements to make it even better.

Here’s the latest:

No more backtracking - Your clients can resume where they left off!

Your clients can now save their progress and return later to complete their submission with the new exit and resume later function. No more clicking through pages to get back to where they were. This update makes the experience smoother and more seamless for your clients.

Your feedback is key to shaping the final version of the portal and ensuring it continues to meet your clients’ needs. Please continue to share your feedback with clientportal@connective.com.au.

To learn how to access the new client portal and start using it, please refer to this Wiki article.

You told us the client experience mattered most and we listened.

In this early release, the client data collection process of the Client Centre has been rebuilt and renamed the Client Portal, creating a simpler, guided way for your clients to share their personal and financial information with you.

What has changed?

• Your clients will now follow one continuous, guided experience – a simpler, more streamlined version of the existing Client Centre.
• If two clients are on a request, the system automatically prompts one to complete the financials section, making things faster and less confusing. 
• Every detail goes straight into your Opportunity record in Mercury Nexus, meaning less manual checks.

What does this mean for you?

• Complete client data flowing straight into your Opportunity 
• Less back-and-forth chasing client information 
• A smoother, more professional client experience 

Please note: The previous Client Centre remains available in Mercury Nexus, so you can continue to use it while exploring the new Client Portal.

We’d love your feedback

This is the first stage of the new Client Portal, and we’re keen to hear your thoughts. Your feedback will help shape the final version and ensure the experience continues to meet your clients’ needs. Please share your feedback with clientportal@connective.com.au