yesterday
Update: New Borrowing Capacity Calculator
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.
Update: You can now save your borrowing capacity calculations when you access the new calculator outside an opportunity. This means you can explore options during your initial client conversations, keep a record of your work, and move faster when the deal progresses.
How does it work?
- Access the calculator via the Mercury Nexus dashboard, CRM dashboard or the Research App.
- After completing your calculation, click Save.
- Your results will then be stored in the Research App.
- When you’re ready, you can attach that saved calculation to an opportunity.
Click here for a quick guide on how you can save and attach your borrowing capacity calculation to an opportunity.