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.

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.

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 

It's now easier for your clients to complete the Open Banking process! 

You told us that some clients were getting stuck after connecting their bank accounts - not realising they needed to click “I’m done connecting banks” to complete the process. This meant brokers were seeing the Open Banking status as “In Progress” even when clients thought they were done. 

NextGen has now made this clearer. Clients will now see a “Share with Broker” button when they’ve finished linking their accounts.

In case you missed it – we recently launched our new Borrowing Capacity Calculator, and thanks to your feedback, we’re making improvements every week.

We’ll be sharing regular updates so you can follow the progress in real time.

Here’s the latest update:

We’re currently working on a visual update for the calculator - by tightening up paddings, refining spacings, and giving the interface a more cohesive look. These visual tweaks will make it simpler to navigate and quicker to get the data you need. We’ll keep you posted once the updates are live!

We’re building this tool with your needs in mind. Please keep sharing your feedback as it’s shaping what comes next.

To learn how to access the new calculator, start using it, and share your feedback, please refer to this Wiki article and follow the step-by-step guide.

In case you missed it – we recently launched our new Borrowing Capacity Calculator, and thanks to your feedback, we’re making improvements every week. We’ll be sharing regular updates so you can follow the progress in real time. 

Here’s the latest update: 

We’ve rolled out key enhancements to the Applicants module. The interface now features a more streamlined, compact layout, allowing applicants to be viewed side-by-side for easier comparison and detailed review.

Try out the new calculator here or within an opportunity.

To learn how to access the new calculator, start using it, and share your feedback, please refer to this Wiki article and follow the step-by-step guide. 

In case you missed it – we recently launched our new Borrowing Capacity Calculator, and thanks to your feedback, we’re making improvements every week. 

We’ll be sharing regular updates so you can follow the progress in real time. 

Here are the latest updates: 

• Rates: Product rate updates now give more accurate results for basic (non-package) loans. Plus, pricing tool rates will now be shown by default for lenders like ANZ, CBA, NAB, BankSA, WPC, BOM and SGB. 

• Expenses: You can now use basic HEM or Non-HEM comparable values for faster calculations. If you leave them blank, the lender’s HEM values will apply automatically. 

• Layout improvements: We’ve started simplifying the platform design based on your feedback - expect ongoing updates to make it even easier to use. 

We’re building this tool with your needs in mind. Please keep sharing your feedback as it’s shaping what comes next. 

To learn how to access the new calculator, start using it, and share your feedback, please refer to this Wiki article and follow the step-by-step guide.

- Mercury Nexus Product Team

We’re excited to launch OneView – a new feature in the Mercury Nexus CRM that gives you a simple way to spot upcoming fixed rate and interest-only expiries in a single view. 

Click here to explore the new feature. 

With OneView, you can:

- Save time - no more spreadsheets or manual exports  

- Re-engage and retain clients at the right moment 

- Protect and grow your trail book 

Where to find it:
Look for the new OneView tab in the left-hand panel of your CRM.  

Important: For best results, make sure the Fixed Rate Expiry and Interest Only Expiry fields are up to date on your Opportunity records.

Read this Wiki article to learn how to use OneView and make sure your opportunities are set up correctly to get the most out of the tool. 

Check out our latest training course, Mastering ApplyOnline, now available in the Connective Training Hub. In just 15 minutes, you’ll learn how to navigate ApplyOnline and see how it connects seamlessly with Mercury Nexus. 

This course will help you:

• Submit and manage applications with confidence

• Upload compliance and supporting documents

• Use eSign and Access Seeker seamlessly

• Sync your data with Mercury Nexus

This training is perfect for both new and existing brokers who want to build confidence and save time when working with ApplyOnline.

Click here to begin the course.