Stay up to date with the latest updates and improvements across Mercury Nexus!
You can now create reusable Client Portal templates with your preferred documents, DigiSign settings, questionnaires, client details and more.
Apply a template in just a few clicks to deliver a consistent experience for every client while reducing setup time.
Based on member feedback, DocIQ can now be configured in the Admin App so administrators can set document naming conventions once and automatically apply them across all users in the organisation.
This means you can keep document naming consistent across your team, while reducing the time spent managing settings user by user.
Want to set it up?
From faster document requests to improved document review and more control over client communications, these Client Portal updates will help you spend less time on admin and more time supporting your clients.
1. Doc Request Template Configuration
For fewer back-and-forths and faster document collection across every deal, standardise document requests with pre-set classifications, quantities, and requirements - so every request goes out complete and ready to action.
2. Document Viewer Enhancements
For faster document reviews without switching tools, zoom, expand, and view documents full screen -across PDFs and images - so you can quickly check details in one place.
3. Contact Validation on Requests
For fewer failed requests and less time chasing clients, validate contact details upfront with prompts for missing information - so requests only go out when everything is complete.
4. Smarter Date Capture for Address and Employment
For more accurate data without slowing down clients, capture full dates where it matters while keeping historical entries simple - balancing precision with ease.
5. Invitation Email Improvements
For more polished and consistent client communication, customise invite emails with your branding while preserving formatting - so what you create is exactly what your client sees.
6. Split and Cross-Collateralised Loan Support
For confidently managing complex loan structures, clearly map relationships between loans and properties - so even split and cross-collateralised deals are easy to understand and manage.
To get started visit the Client Portal, check out the Wiki for a step-by-step guide.
We've made several updates to DocIQ based on member feedback, helping you manage documents more efficiently in Mercury Nexus with ease daily.
What's changed?
These updates are another step towards bringing DocIQ to the Client Portal, making it even easier to keep client information organised and up to date.
Google Meet users can now automatically turn meeting transcripts into follow-up actions, helping reduce admin and keep client conversations moving.
By importing your meeting transcripts into Mercury Nexus, you can automatically generate tasks, custom actions and a ready to send summary email.
You can now manage documents directly in the new Client Portal, making it faster and easier to review submissions, flag incorrect documents, provide feedback and help clients upload the right information.
How does it work?
Flag incorrect documents with clear reasons, guide clients on what to fix next, and streamline document collection from submission through to approval.
Want faster client responses and fewer follow-up calls?
We’ve expanded SMS messaging across Mercury Nexus, making it easier to contact clients directly from the CRM and keep deals moving. You can now create SMS templates in the Admin App, send SMS messages from contacts and opportunities, and send Client Portal invites via SMS.
What does this mean for you?
You no longer need to manually save your borrowing capacity calculations - Mercury Nexus now saves your work automatically as you go, so nothing gets lost, and your data stays up to date while you focus on structuring the right deal.
Did you know the new calculator:
We’ve also made a number of major improvements since launch - all shaped by your feedback.
→ Watch this training course or
→ Read this Wiki guide
Login to Mercury Nexus and get started.
You told us you wanted a more efficient way to follow up with clients submitting their information and documents - now it’s automated.
You can now set up automated email reminders in Mercury Nexus to follow up with clients who haven’t completed their Client Portal requests - no more chasing for missing details, and less admin.
Simply choose when reminders should be sent, use a default template or create your own, and let Mercury handle the rest.
Read this wiki for step-by-step guide on how to set this up.
➡️ Watch this quick demo to see how it works
➡️ Get a step-by-step guide via our Wiki
With the old Client Centre retiring soon, now’s a great time to get familiar with the new Client Portal.
You can now track every client’s progress in real time, without chasing or checking.
With automated request tracking in the Client Portal, statuses update as clients move through each step. You’ll instantly see who hasn’t started, who’s in progress, and who’s submitted - so you can step in at the right time. Click here to learn more.
We’ve also introduced Client Portal invitation links, so you can simply copy and send requests via email, SMS, or any channel that works for you. Click here to get started.
With the old Client Centre retiring soon, now’s a good time to get started with the Client Portal.
