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.

Haven’t explored the new Client Portal yet?

➡️ 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.

Need help with ApplyOnline? Our Agent Fin is now trained using NextGen’s own content and videos, so it understands ApplyOnline more deeply and can help you troubleshoot issues, validateion errors, or simply guide you through what to do next. 

Share a screenshot and a bit of context, and Fin can quickly see what’s going on and help you move forward.  

Whether you’re stuck on an error or just need a quick check, Fin is there to make ApplyOnline smoother and easier to navigate. 

Login to Mercury Nexus, and click “Get help” in the top right to get started.

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.

Another update — based on your feedback 

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.

Based on your feedback, we’ve made a few additional improvements to the new Borrowing Capacity Calculator to better support how you structure and assess deals:

Lender calculator downloads now available
You can now download lender servicing calculators directly from the new calculator - making it easy to check and validate scenarios outside Mercury Nexus. Simply click the download icon next to your preferred lender.

More accurate dependent handling
Dependents will no longer be double counted when entered across multiple applicants - helping ensure living expenses and servicing results are correct.  

New non-taxable income option
You can now capture non-taxed income separately, giving you a more accurate reflection of your client’s financial position without relying on workarounds.  

Login to Mercury Nexus and start using the new Borrowing Capacity Calculator today!

We’ve made an update to the Borrowing Capacity Calculator to help you get more accurate results faster. 

This update focuses on reducing common data entry issues that can impact your calculations - like missing property links, unclear applicant relationships, or incomplete address details. You’ll now be prompted to quickly confirm or fix these before running the calculator.

Great news. The Open Banking network has expanded with several new lenders now available for your clients to connect and share their financial information. Some of them include:

This brings the total to 119 lenders, giving you broader coverage and more opportunities to streamline your client data collection.

You can view the full list of available Data Holders here.

Haven’t tried Open Banking yet?

Open Banking helps you get a real-time view of your client’s financial position, without the back and forth. By securely pulling data straight into Mercury Nexus, you can spend less time chasing documents and more time progressing applications.

Watch this training course to get up to speed or read these Wiki guides to get started today.

The old Client Centre in Mercury Nexus will soon be retired as we transition to the Client Portal - the new standard for collecting client information.

Since launching last year, the new Client Portal has helped our members receive more complete applications upfront - meaning more complete applications and less time following up for missing information. 

Any existing old Client Centre requests will remain available in read-only mode after the retirement date. 

Make the switch to the Client Portal ahead of the transition. 

Watch this quick demo to see how it works or browse our collection of Wiki articles to get started.

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.