New in Mercury Nexus: Rate Reviews
If you’ve ever tracked rate expiries in a spreadsheet, you know how easy it is for something to slip through the cracks. Rate Reviews in Mercury Nexus changes that - helping you manage client rate reviews directly within each Opportunity.
How does it work?
You’ll find Rate Reviews in the side navigation within each Opportunity in Mercury Nexus. From there, you can view all linked loan accounts, record new reviews, and set follow-up tasks to ensure you never miss an expiry. It’s a simpler, more compliant way to stay ahead of the game and protect your trail.
How to use it
For a step-by-step guide on how to add, manage and track rate reviews effectively, read our Wiki article to get started today.
Why is it important?
Rate Reviews is a key step forward in the OneView journey, building toward a single, connected dashboard of your clients’ key loan insights. If you’re not across OneView, login to the Community and read this post to get up to speed.
