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.

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. 

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.

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. 

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 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.

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.

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.