Important Note: We have updated various fields and labels to ensure you have a consistent experience in Mercury Nexus. Instead of individually referring to roles as Agent, Advisor, Loan Writer, and Associate, we will now universally use the term "Broker." This change will simplify your interactions across Mercury Nexus.
If you have clicked on the ApplyOnline button in an opportunity but you are not directed to a new AOL application.
Please check for the following information has been entered:
Asset Type:
Navigate to your opportunity record
Click on Financials from the left hand menu
Select the Assets - Other tab from the top menu
Ensure 'Type' is selected
Note: All assets will need a value entered that is greater than $0.
Note: Motor vehicle will need values entered for Type, Year, and Make
Contacts:
Navigate to your contacts
Double click the contact card
Click on Addresses from the left hand menu
Ensure Address type has been completed
Employment type and frequency
Open the contact record
Select Employment from the left hand menu
Ensure Employment Type and Income Type Frequency have been completed.
Income and Expenses
All income and expenses fields listed need to have an entered amount that is greater than $0.00 otherwise you will not be able to submit.
If the above information is entered correctly and still getting the error, please contact the Mercury Helpdesk via [email protected] or select 'Get more help' via chat.
Unable to launch application error
If the Submit to ApplyOnline button is greyed out, you still have fields to complete before you can submit your clients' application.
In the details section, ensure you have an Advisor, Admin and Lender listed:
Unable to Submit to Apply Online error
If you receive the following error message when trying to submit an Opportunity to Apply Online, it means that the Loan Writer's Postal Address details needs to be entered into Mercury.
To resolve this issue:
Log into Mercury account and navigate to the Admin App.
Select My Details from the left hand menu
Enter the Office Address and Postal Address.
If you are accessing Apply Online for the first time you may see a generic error. Please contact the Mercury Helpdesk via [email protected] or select 'Wait for the team' via chat for a resolution.