today

DocIQ: Automatically save every upload as a PDF

ApplyOnline requires document attachments in PDF format, so managing documents meant converting files before uploading. Depending on whether you uploaded them directly, allocated them from the Inbox, or a client sent them through the portal, the process could produce inconsistent results.

What’s changed

A new Save uploaded files as PDF setting can be enabled to automatically convert documents to PDF wherever they enter DocIQ:

Files uploaded directly, including Word, Excel and image formats (.doc, .docx, .xls, .xlsx, .jpg, .jpeg, .png and .tiff), while retaining the original file name.
Word and Excel attachments allocated from the Inbox. Previously, only PDFs and image files were converted through this workflow.
Documents uploaded by clients through the Client Portal, which previously did not support automatic conversion.

The conversion process runs in the background and does not impact the client experience. If a file cannot be converted, it will still upload successfully and a clear notification will be displayed.

We've also resolved an issue affecting the preview and download of client-uploaded documents where file names were not displaying correctly.

Why it matters

One setting, and every document lands as a PDF, ready for ApplyOnline, however they were received. No manual converting, and no guessing which upload path keeps the format. This gives you a more consistent document workflow across DocIQ.

Where to find it

The Save uploaded files as PDF toggle is available within the Document Name Configurator:

Opportunity > Attachments > Upload

The setting is set to off by default. Set it to on.

Brokerage admins can also configure it as the default setting for their business under:

Mercury Nexus Admin > CRM Settings > DocIQ Naming

This default will apply to brokers who have not set their own preference.

Read the full guide: https://connective.atlassian.net/wiki/spaces/PM/pages/3722117122/DocIQ+-+Automatically+Rename+Documents+in+Mercury+Nexus+WIKI

a month ago

New Training Course: The Client Portal

Reduce admin, minimise follow-ups, and deliver a better client experience with our latest 10-minute training course on the Client Portal.

This course will help you:

Understand the Client Portal workflow
Create and manage Client Portal requests
Build tailored requests with Request Builder
Track progress and review returned documents

With the Client Centre being removed soon, now's the time to switch to the new Client Portal, where you’ll benefit from higher completion rates, fewer follow-ups, and a better experience for both you and your clients.

Start Course

If you're an administrator and would like access to the Training Hub, please contact helpdesk@connective.com.au for assistance.

a month ago

Refreshed Mercury Nexus Dashboard

We've refreshed the Mercury Nexus dashboard with a cleaner, more intuitive layout to make it easier to find what you need.

What's New?

Application summaries: Each app and tool now includes a short description, making it easier to understand what it does before you open it.
Information Hub: The Wiki, Training Hub, Events, Community, and Lender Updates are now grouped together in one place.
Connective Lending: All Connective Lending products are now organised into a single section for simpler navigation.

a month ago

Stay on Top of Every Client Portal Request

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.

Explore Request Overview

a month ago

DocIQ Naming Reflected in the New Client Portal

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.

Manage Doc Request Templates

a month ago

Save Time with Reusable Client Portal Request Templates

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.

Create a Template

2 months ago

Keep Document Naming Consistent Across Your Organisation

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?

See DocIQ Wiki

2 months ago

Client Portal Updates That Make Every Deal Easier

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.

What's new?

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.

Explore Wiki

2 months ago

Connective Named Innovator of the Year - CRM Platform

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.

2 months ago

Save Time on Every Application with DocIQ

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?

Drag-and-drop uploads can now go straight into the CRM and be renamed automatically without the need to be previewed. If you’d like to preview first, you can still do so using the upload button in attachments.
Documents sent via the Opportunity email address and Client Portal are now renamed automatically.
'Name’ and ‘Date’ fields are now available on all document types.
Medicare card data extraction has been improved to help capture the right details faster.

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.

Learn more about DocIQ