Stay up to date with the latest updates and improvements across Mercury Nexus!
See exactly where your clients are up to in their Client Portal requests with the new Request Overview tab.
Instead of chasing updates or wondering what's still outstanding, you can now view the status of every module in a request, see who's responsible for completing it, and quickly identify where progress has stalled.
Keeping client documents organised just got easier.
If your DocIQ naming conventions are configured, those settings will now automatically carry through to documents sent by your clients via the Client Portal.
Note: To ensure documents are renamed as expected, make sure each document request uses the correct classification. For example, a payslip uploaded to a Payslip request will inherit your configured naming convention. If a different document, such as an ID, is uploaded instead, it will be flagged for review in the Review Returned Docs screen.
You can now create reusable Client Portal templates with your preferred documents, DigiSign settings, questionnaires, client details and more.
Apply a template in just a few clicks to deliver a consistent experience for every client while reducing setup time.
Based on member feedback, DocIQ can now be configured in the Admin App so administrators can set document naming conventions once and automatically apply them across all users in the organisation.
This means you can keep document naming consistent across your team, while reducing the time spent managing settings user by user.
Want to set it up?
From faster document requests to improved document review and more control over client communications, these Client Portal updates will help you spend less time on admin and more time supporting your clients.
1. Doc Request Template Configuration
For fewer back-and-forths and faster document collection across every deal, standardise document requests with pre-set classifications, quantities, and requirements - so every request goes out complete and ready to action.
2. Document Viewer Enhancements
For faster document reviews without switching tools, zoom, expand, and view documents full screen -across PDFs and images - so you can quickly check details in one place.
3. Contact Validation on Requests
For fewer failed requests and less time chasing clients, validate contact details upfront with prompts for missing information - so requests only go out when everything is complete.
4. Smarter Date Capture for Address and Employment
For more accurate data without slowing down clients, capture full dates where it matters while keeping historical entries simple - balancing precision with ease.
5. Invitation Email Improvements
For more polished and consistent client communication, customise invite emails with your branding while preserving formatting - so what you create is exactly what your client sees.
6. Split and Cross-Collateralised Loan Support
For confidently managing complex loan structures, clearly map relationships between loans and properties - so even split and cross-collateralised deals are easy to understand and manage.
To get started visit the Client Portal, check out the Wiki for a step-by-step guide.
Connective is proud to have won Innovator of the Year - CRM Platform at the 2026 Broker Innovation Awards. The prestigious award recognises Mercury Nexus for reducing administrative burdens, enabling our members to strengthen client relationships and grow their businesses.
We've made several updates to DocIQ based on member feedback, helping you manage documents more efficiently in Mercury Nexus with ease daily.
What's changed?
These updates are another step towards bringing DocIQ to the Client Portal, making it even easier to keep client information organised and up to date.
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.
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 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.
Google Meet users can now automatically turn meeting transcripts into follow-up actions, helping reduce admin and keep client conversations moving.
By importing your meeting transcripts into Mercury Nexus, you can automatically generate tasks, custom actions and a ready to send summary email.
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.
