3 days ago
See all your commercial deals in one place
We’re excited to announce that Mercury Nexus now has an enhanced integration with CitoPlus, a platform used to build, manage and submit commercial deals.
This integration automatically syncs commercial deals into the Mercury Nexus CRM, giving you better visibility and keeping your records all in one place.
How it works:
- Any new deals created in CitoPlus will automatically sync and appear in your Mercury Nexus CRM
- Updates made to existing deals in CitoPlus will also sync through
- As part of the sync, Borrower, lender, and loan product details will be captured in the CRM
Important
Any deal creations, changes, and status management should continue to be done in CitoPlus. Think of Mercury Nexus as your view of the deal, with CitoPlus staying as the place you manage it.
Opt-out available
If you’d prefer not to have this integration, you can opt out at any time by contacting the CitoPlus support team at support@citoplus.com.au.