As you know, Privacy Legislation requires you to redact Tax File Numbers (TFNs) from client documents that you store.

When you request a Tax File Number (TFN) redaction in Mercury Nexus, the redacted document is saved against the relevant opportunity under ‘attachments’ so you have a secure record on file.

What’s changing?

From today, you’ll no longer receive a copy of the redacted file in your confirmation email once a request is completed. This avoids duplicates and ensures all files are securely stored in Mercury Nexus.

Click here to learn how to redact TFN’s in Mercury Nexus.

Our latest 10-minute course introduces Open Banking and shows you how to access real-time client financial data, reduce manual work, and move opportunities forward faster.

Login to Mercury Nexus start the course today!

This course will help you:

• Understand how Open Banking works
• Send and manage Open Banking requests within Mercury Nexus
• Access and review income, expenses and liabilities statements
• Copy results directly into an Opportunity to save time and reduce rework

Start course

In case you missed it – we launched the new Borrowing Capacity Calculator last year. Since then, we’ve continued to refine it based on member feedback.

Update: You can now save your borrowing capacity calculations when you access the new calculator outside an opportunity. This means you can explore options during your initial client conversations, keep a record of your work, and move faster when the deal progresses.

You can now manage document requests, shared documents and digital signatures directly in the new Client Portal, completing the end-to-end client journey in one place.

With this update, brokers can:

• Request documents from clients
• Share important documents like credit guides and fact sheets
• Collect digital signatures via DigiSign

Previously, clients completed their personal and financial details in the new Client Portal, then had to move back to the old Client Centre to manage documents and signatures. Now, everything happens in one place - creating a seamless experience.

👉 Read our Wiki article for a quick guide on how to get started.

Open Banking generated statements and summary (proof of balance) documents for business accounts now include additional information. 

Alongside the business name, the document header now also displays the legal name, authorised agent name, and ABN, improving clarity and enabling faster verification for brokers.

We've released an upgraded version of Connective AI, the tool that finds lender policy information in seconds. 

We’ve gathered your feedback and worked with leading AI experts in this field to make it more accurate, more consistent, and fully verifiable. Every answer now shows its source, so you always know exactly where the information came from. Login to the Community and read our latest article to learn more.

Here’s what’s new: 

• You’ll now see the source behind every AI answer, including a direct link to the lender policy document. 
• Connective AI now supports over 100 lenders on our panel, across residential, commercial and asset finance. 

Try it out and let us know what you think. Your feedback helps us shape what comes next.

Explore Connective AI today 

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.

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