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new feature
today

Introducing OneView - A smarter way to manage your portfolio

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.

If there are no fixed rate or interest-only expiries within the next 3 months, the OneView grid will simply appear empty.

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. 

Avatar of authorAshweni Miranda
Announcement
2 days ago

New training video: Mastering ApplyOnline

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.

Avatar of authorAshweni Miranda
Improvement
a week ago

UPDATE - New Borrowing Capacity Calculator

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

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

Here’s what’s coming next:

- We’re updating rates to match pricing tools that some lenders provide, aligning to feedback that we have received.

- Living expenses will be simplified and consolidated, making the calculator quicker and easier to use.

- We’re rolling out interface improvements to make the tool more intuitive.

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

Avatar of authorAshweni Miranda
new feature
2 weeks ago

Early Release - Try the new Borrowing Capacity Calculator!

An early release of Connective’s new Borrowing Capacity Calculator is now live in Mercury Nexus - and we’d love to hear your feedback!

Where to find the new calculator

Option 1: On your Mercury Nexus Dashboard

Option 2: From the Mercury Nexus apps menu

Option 3: From an Opportunity (Borrowing Capacity v2)

Please note: Options 1 and 2 provide access to the calculator as a standalone tool. Option 2, when accessed through an opportunity, enables data syncing by automatically importing the financial details from that opportunity into the calculator.

What’s new? 

- Improved accuracy: With 37 lenders covered, the new Borrowing Capacity Calculator provides highly accurate borrowing estimates. 

- Faster workflow: Auto-fill fields, auto-calculated LVR and security, less manual inputs and direct synching with the opportunity. 

- More flexibility: Split loans, multiple properties, and better income and expense inputs.

- Easier to use: A clean and intuitive layout that’s easier to navigate and quicker to use. 

To find out more about how you can access, use and provide feedback around the new calculator, please read our Wiki article. 

Thanks for being part of the journey,
The Mercury Nexus Product Team

Avatar of authorAshweni Miranda
Lender update
3 weeks ago

Important Reminder: Transition to the new AMP Bank Broker Platform

AMP have now switched off the current AOL platform for all new loan applications. Rest assured, they have you covered with their new custom-built AMP Bank Broker Platform. Co-designed with brokers, the platform integrates innovative technology across both pre- and post-submission, providing a truly end-to-end, customised experience.

For any in-flight applications submitted via AOL before cut-off, you can still access AOL to manage your existing pipeline.

To help you and your support staff get up to speed, please visit their dedicated Training Hub. This is your go-to resource for mastering our new platform and ensuring a smooth transition. You’ll find everything you need to navigate the new platform with confidence. For personalised support, please reach out to your BDM.

Avatar of authorAshweni Miranda
Announcement
2 months ago

Update: Financial Passport, powered by Open Banking just got easier for your clients

Improvements have been made to Financial Passport – all designed to make things simpler, faster, and more intuitive for your clients.

Your clients will now find it easier to connect their bank accounts and grant consent for data sharing, thanks to a more streamlined and user-friendly process.

What you need to know:

  • No disruption: There’s no change in how you or your client access or use Financial Passport.
  • Seamless transition: If a client received an invitation but hasn’t yet completed data-sharing, they’ll automatically be taken through the new process.

Not up to speed with Financial Passport? Read our community article to find out how you can get a real-time view of your client’s income, expenses, liabilities, and more, all in one place.

Need help getting started? Explore our Wiki guides.

Avatar of authorAshweni Miranda
Announcementnew feature
2 months ago

Equifax Credit Reports are here!

You asked, and we listened. 

You can now request Equifax credit reports directly through Mercury Nexus! No need for a separate subscription or extra setup. It’s built in and ready to go. 

This new integration makes it easier to access the credit data you need, right within your existing workflow. 

Available now to all members in Mercury Nexus. Click here for a step-by-step guide on how to request for an Equifax credit check.

Avatar of authorAshweni Miranda
AnnouncementImprovement
3 months ago

New Reports Are Live in the Analytics App

We’re excited to announce the launch of three new reports in the Analytics App, designed to give you clearer, data-driven insights into your business.

Here’s what’s new:

CRM Settlement Report

  • Track settlements directly from your CRM pipeline.
  • Filter by broker, lender, and deal to get a clearer view of what’s been funded.

For Asset Finance Brokers:

Asset Finance Opportunity Report

  • See opportunity volumes, lender splits, and progress across all asset finance deals.
  • Great for monitoring pipeline health and team performance.

Asset Finance Commission Report

  • Understand your earned commissions across settled deals.
  • Use filters to drill into broker, lender, and timeframe data.

These updates are designed to help you make better-informed decisions, drive performance, and stay on top of key metrics — all in one place.

We appreciate your input! Share your feedback and suggestions via the Idea Portal to help us to continue improving the Analytics App.

Regards,

The Mercury Product Team


Avatar of authorSama Sagar
Announcementnew feature
4 months ago

No more workarounds: Re-trigger auto-actions for any opportunity status

Introducing an easier way to re-trigger auto-actions in your opportunities.

You can now re-run the auto-actions linked to the current opportunity status — no need to change statuses or disrupt your workflow.

Here’s what’s new:

  • Re-trigger actions for the current status at any time
  • Skip the hassle of switching between statuses just to re-run actions
  • Keep your opportunity status history clean and accurate

Just click Re-Trigger Auto-Actions, review the actions, and you’re done.

Now available in the Details tab of the opportunity.

Avatar of authorBraedyn Lees
Announcementnew feature
4 months ago

Click. Ask. Done – Meet your new lender policy AI assistant.


We’ve just launched Connective AI, an industry-first tool that finds lender policy answers in seconds.

No more digging through multiple guides. Just click, ask, and get instant answers to the policy questions that matter.

It’s fast, easy, and available now in the CRM and Research App.

https://wiki.connective.com.au/en/articles/40786-connective-assistant-ai

Avatar of authorBraedyn Lees