AMP have now switched off the current AOL platform for all new loan applications. Rest assured, they have you covered with their new custom-built AMP Bank Broker Platform. Co-designed with brokers, the platform integrates innovative technology across both pre- and post-submission, providing a truly end-to-end, customised experience.

For any in-flight applications submitted via AOL before cut-off, you can still access AOL to manage your existing pipeline.

To help you and your support staff get up to speed, please visit their dedicated Training Hub. This is your go-to resource for mastering our new platform and ensuring a smooth transition. You’ll find everything you need to navigate the new platform with confidence. For personalised support, please reach out to your BDM.

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.