You no longer need to manually save your borrowing capacity calculations - Mercury Nexus now saves your work automatically as you go, so nothing gets lost, and your data stays up to date while you focus on structuring the right deal.

Did you know the new calculator:

• Supports 39 lenders for more accurate estimates 
• Reduces manual work with auto-fill, auto-calculated LVR and direct syncing  
• Handles more complex scenarios with split loans and multiple properties 

We’ve also made a number of major improvements since launch - all shaped by your feedback.

Running back-to-back client meetings? You can now turn your Teams or Zoom transcripts into clear next steps - automatically. 

Import your transcript in Mercury Nexus and get tasks for you or your team, client actions, and a ready-to-send summary email. No rewatching recordings. No missed follow-ups. 

➡️ Read our Wiki for a step-by-step guide. 

Build it into your workflow and keep every deal moving, without the extra admin.

You told us you wanted a more efficient way to follow up with clients submitting their information and documents - now it’s automated. 

You can now set up automated email reminders in Mercury Nexus to follow up with clients who haven’t completed their Client Portal requests - no more chasing for missing details, and less admin. 

Simply choose when reminders should be sent, use a default template or create your own, and let Mercury handle the rest. 

Read this wiki for step-by-step guide on how to set this up.

Haven’t explored the new Client Portal yet?

➡️ Watch this quick demo to see how it works

➡️ Get a step-by-step guide via our Wiki

With the old Client Centre retiring soon, now’s a great time to get familiar with the new Client Portal.

Need help with ApplyOnline? Our Agent Fin is now trained using NextGen’s own content and videos, so it understands ApplyOnline more deeply and can help you troubleshoot issues, validateion errors, or simply guide you through what to do next. 

Share a screenshot and a bit of context, and Fin can quickly see what’s going on and help you move forward.  

Whether you’re stuck on an error or just need a quick check, Fin is there to make ApplyOnline smoother and easier to navigate. 

Login to Mercury Nexus, and click “Get help” in the top right to get started.

You can now track every client’s progress in real time, without chasing or checking. 

With automated request tracking in the Client Portal, statuses update as clients move through each step. You’ll instantly see who hasn’t started, who’s in progress, and who’s submitted - so you can step in at the right time. Click here to learn more.

Another update — based on your feedback 

We’ve also introduced Client Portal invitation links, so you can simply copy and send requests via email, SMS, or any channel that works for you. Click here to get started.

With the old Client Centre retiring soon, now’s a good time to get started with the Client Portal.

Based on your feedback, we’ve made a few additional improvements to the new Borrowing Capacity Calculator to better support how you structure and assess deals:

Lender calculator downloads now available
You can now download lender servicing calculators directly from the new calculator - making it easy to check and validate scenarios outside Mercury Nexus. Simply click the download icon next to your preferred lender.

More accurate dependent handling
Dependents will no longer be double counted when entered across multiple applicants - helping ensure living expenses and servicing results are correct.  

New non-taxable income option
You can now capture non-taxed income separately, giving you a more accurate reflection of your client’s financial position without relying on workarounds.  

Login to Mercury Nexus and start using the new Borrowing Capacity Calculator today!

We’ve made an update to the Borrowing Capacity Calculator to help you get more accurate results faster. 

This update focuses on reducing common data entry issues that can impact your calculations - like missing property links, unclear applicant relationships, or incomplete address details. You’ll now be prompted to quickly confirm or fix these before running the calculator.

Great news. The Open Banking network has expanded with several new lenders now available for your clients to connect and share their financial information. Some of them include:

This brings the total to 119 lenders, giving you broader coverage and more opportunities to streamline your client data collection.

You can view the full list of available Data Holders here.

Haven’t tried Open Banking yet?

Open Banking helps you get a real-time view of your client’s financial position, without the back and forth. By securely pulling data straight into Mercury Nexus, you can spend less time chasing documents and more time progressing applications.

Watch this training course to get up to speed or read these Wiki guides to get started today.

The old Client Centre in Mercury Nexus will soon be retired as we transition to the Client Portal - the new standard for collecting client information.

Since launching last year, the new Client Portal has helped our members receive more complete applications upfront - meaning more complete applications and less time following up for missing information. 

Any existing old Client Centre requests will remain available in read-only mode after the retirement date. 

Make the switch to the Client Portal ahead of the transition. 

Watch this quick demo to see how it works or browse our collection of Wiki articles to get started.