• Drag-and-drop uploads can now go straight into the CRM and be renamed automatically without the need to be previewed. If you’d like to preview first, you can still do so using the upload button in attachments.
• Documents sent via the Opportunity email address and Client Portal are now renamed automatically.
• 'Name’ and ‘Date’ fields are now available on all document types.
• Medicare card data extraction has been improved to help capture the right details faster.

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

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.

Read the Wiki guide to learn more about this integration

Google Meet users can now automatically turn meeting transcripts into follow-up actions, helping reduce admin and keep client conversations moving.

What does this mean for you?

• Automatically turn meeting transcripts into follow-up actions
• Eliminate manual note-taking and rewatching recordings
• Keep track of next steps without the admin overhead

By importing your meeting transcripts into Mercury Nexus, you can automatically generate tasks, custom actions and a ready to send summary email.

Read the Wiki to get started

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.

➡️ Follow this step-by-step guide in the Wiki

Want to move applications faster and spend less time on admin?

We’ve developed DocIQ to help you process applications more efficiently by automating document handling in Mercury Nexus.

DocIQ automatically classifies and names client documents as you upload them. As part of this update, we’re also expanding the preview of our new Data Extraction functionality, which extracts key information from identity documents and saves it directly to your client record in Mercury Nexus.

What does this mean for you? 

• Keep your client records organised and consistent
• Save time on every application
• Move faster on complex deals

Start using DocIQ

Applicable to anyone using CitoPlus.

From Tuesday 9 June, all new CitoPlus deals will automatically sync into Mercury Nexus, bringing commercial activity into one place and reducing manual data entry. 

What does this mean for you?

• Once live 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 anytime

If this integration doesn’t fit in with your current workflow, you can opt out at any time. Just reach out to the CitoPlus support team at support@citoplus.com.au

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? 

• Reach clients faster with messages they’re more likely to see  
• Reduce delays caused by missed emails and follow-up calls  
• Use a familiar template workflow directly inside Mercury Nexus

Set up your SMS templates today

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:

• Supports 39 lenders for more accurate estimates 
• Reduces manual work with auto-fill, auto-calculated LVR and direct syncing  
• Handles more complex scenarios with split loans and multiple properties 

We’ve also made a number of major improvements since launch - all shaped by your feedback.

Running back-to-back client meetings? You can now turn your Teams or Zoom transcripts into clear next steps - automatically. 

Import your transcript in Mercury Nexus and get tasks for you or your team, client actions, and a ready-to-send summary email. No rewatching recordings. No missed follow-ups. 

➡️ Read our Wiki for a step-by-step guide. 

Build it into your workflow and keep every deal moving, without the extra admin.

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.