We're pleased to announce that the new Client Centre Set Up tab is now live in Mercury Nexus. 

You can now configure the Client Centre the way you want to, that supports your business processes.

Instead of navigating across multiple tabs, you can now manage requests for documents, questionnaires and edit the personal information you require directly from the Client Centre Set Up tab. 

Customise your clients experience by simply enabling and disabling the sections you need your client to complete and upload any additional documents and questionnaires. Then hit refresh and preview your changes in real-time from the same place. 

We understand not all applicants are spouses and often you need to keep requests separate. So, we’ve made it easier for you to create and send multiple Client Centre requests. For example, you can work on applicant and guarantor requests with confidence, knowing the information will remain sperate.

We’ve updated the Wiki for you! This Client Centre article is a good place to start.