In case you missed it – we launched the new Borrowing Capacity Calculator last year. Since then, we’ve continued to refine it based on member feedback. 

Access update:

We’re updating how you access the Borrowing Capacity Calculator to help keep client data accurate and up to date.

You can access the calculator directly within an opportunity in the CRM, where it syncs all data automatically. As part of this update, the calculator link on the Mercury Nexus dashboard (as seen below) will be removed soon.