Please be advised that the Notes functionality within Opportunities in the CRM will be unavailable due to planned maintenance on Tuesday, 5th August from 8:00 PM – 12:00 AM (AEST).

Thank you for your understanding!

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

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.

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

We know how important it is for you to capture detailed notes on your Opportunities, People, and Companies. Whether it's recording key client updates, internal commentary, or anything else that helps you stay on top of your work, your notes are essential.

Until now, there’s been a character limit on these notes to ensure they could be safely sent as emails through your email service provider. But we understand that not every note is meant to be emailed. That limitation made it harder to store the full context when all you wanted was to keep a record.

That’s why we’ve made an important update to give you more flexibility.

What’s changed

You can now write up to 256,000 characters in your notes, as long as the “Send as Email” checkbox is not selected.

Here’s how it works:

• If “Send as Email” is not ticked, you can write long-form notes, up to 256,000 characters, to store in the CRM.
• If you later decide to send that note as an email, and it exceeds the 64,000 character limit (the maximum allowed by email providers), you’ll see warning message.
  and the Send button will be disabled.
• Once the note is reduced to within the 64,000 character limit, the message will disappear and you’ll be able to send it as an email.

What this means for you

• More flexibility to store longer, richer notes when you're not emailing them.
• Better documentation across opportunities and contacts, without worrying about limits.
• Email-safe guardrails that step in only when needed.

We made this change because of your feedback, and we're always listening. This is one of many enhancements we’re working on to make your experience smoother and more efficient.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.

Mercury Product Team

To enhance efficiency and consistency, we have consolidated the Needs Analysis questionnaire on Mercury Nexus. Effective immediately, please select “Home Loan – Needs Analysis” for all opportunity types. This change simplifies the process, ensuring a more streamlined and uniform approach to client assessments.

If you require any further information or assistance, please do not hesitate to contact our support team.

A new enhancement to the Client Centre ensures a more streamlined and secure document upload process for opportunities with multiple applicants. This update improves the user experience by allowing each client to manage their own document requests independently while preventing premature submission.

Key Enhancements

1. Personalized Document Request View

   • When multiple applicants are part of a Client Centre request, each client will now see a “Provide Requested Documents” card under their own section.
   • The document request tile will no longer appear as a shared section at the top of the main page, ensuring clarity and reducing confusion.

2. Restricted Access to Other Applicants' Documents

   • Clicking on the document request card will now only display the client’s own document requests.
   • Clients will no longer see or be able to upload documents for other applicants in the opportunity.

3. Green Submit Button Behavior Change

   • The Submit button will remain disabled unless at least one document has been uploaded.
   • This ensures that incomplete document requests cannot be submitted prematurely.

New Submission Rules

• If only a document request exists in the Client Centre, at least one document must be uploaded before the Submit button is enabled.
• If a document request and “Documents Shared With You” exist, at least one document must be uploaded before submission is allowed.
• If the Client Centre includes other sections (e.g., Financials, Personal Details, etc.), submission will only be enabled once all sections are complete and at least one document is uploaded.

For opportunities with multiple applicants:

• A document request is considered done only when each applicant has uploaded at least one document.
• The Submit button will only be enabled when all applicants in the request have uploaded at least one document each.

What This Means for your Clients

This enhancement provides a clearer, more structured document upload process, ensuring that:

• Each client only sees and manages their own document requests.
• Documents cannot be submitted on behalf of other applicants.
• Incomplete submissions are prevented, ensuring all required documents are provided before final submission.

This update simplifies the Client Centre experience, making it easier to track document completion while maintaining security and accuracy across multi-applicant opportunities.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.  

Mercury Product Team

A new enhancement to the CRM system provides more control over the Client Centre by allowing individual previews for each applicant. 

This update refines the existing functionality, making it easier to view the Client Centre exactly as each applicant will experience it.

Previously, the "Launch Client Centre" button opened the Client Centre view for the primary applicant by default. With this enhancement, the button now includes a dropdown menu displaying all applicants who have been added to the Client Centre request. This allows you to select and launch the Client Centre for any specific applicant, ensuring that names, modules, questionnaires, and other details appear exactly as they will for that individual.

This update does not change the core functionality of the Client Centre but introduces a more precise way to navigate and manage applicant views. 

By offering a direct preview for each applicant, it provides greater control and ensures a clearer, more accurate representation of their Client Centre experience.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.

Mercury Product Team