We’ve introduced the next phase of the new Client Portal in Mercury Nexus - continuing our work to simplify how your clients share information and helping you progress applications faster.

In case you missed the initial release, the Client Portal is the updated version of the Client Centre’s data collection experience. Login to our community to learn more.

What’s new?

Questionnaires are now part of the new Client Portal 

You can now include any type of questionnaire as part of the guided Client Portal journey. This allows clients to complete their personal details, financials and the questionnaire responses all within one structured experience.

To learn how to access the new client portal and start using it, please refer to this Wiki article.

As part of our ongoing commitment to enhancing Mercury Nexus, we’re conducting planned maintenance from Friday 19 December 9.00 p.m. AEDT to Saturday 20 December 5.00 p.m. AEDT. 

During the maintenance window, the notes functionality in Mercury Nexus will be unavailable. This means viewing, editing, or adding Notes in the CRM will not be possible, so please plan ahead to avoid losing important client records. 

Access to Mercury Nexus and all other functions will remain available. 

Thanks for your patience and understanding!

Our latest training course on the new Borrowing Capacity Calculator, is now available in the Connective Training Hub. In just 15 minutes, you’ll learn how to navigate our upgraded Borrowing Capacity Calculator so you can present sharper, more accurate lending options to your clients.

Click here to login to Mercury Nexus and begin the course. 

This course will help you: 

• Understand how to access and navigate the new calculator 
• Use validation tools to improve accuracy and reduce rework 
• Interpret lender results and customise servicing scenarios 
• Apply real-world examples to streamline your workflow 

This training is perfect for any Connective member who want to analyse options faster, compare lenders with confidence, and guide clients toward the lending solution that best supports their goals. 

Start course

In case you missed it, we recently launched the new Client Portal in Mercury Nexus and thanks to your feedback, we’re rolling out regular enhancements to make it even better. 

Here’s the latest: 

Progress bar
We’ve added a progress bar so your clients can quickly see where they are in the workflow, what’s completed, and what’s still ahead, and it’s visible at the top of every page.

Overview page 
Your clients can now access a progress overview page from the dropdown menu near their name, showing all the modules in their request.

This page highlights what’s been done, what’s underway, and what’s next. They can jump straight into any module with a single click for a smoother experience.

Additional updates to your client’s experience:

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

Latest updates:

Save and manage scenarios directly in the Opportunity

When using the new Borrowing Capacity Calculator, please access it directly within an Opportunity record in the CRM. This lets you create, save, and manage your scenarios in one place. It also keeps client data consistent and easy to maintain across the platform.

To streamline the experience, we’ll soon retire the standalone calculator links from the Mercury Nexus Apps dashboard (as seen below).

Combining living expense per household

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.