What is Financeable?
Financeable is a platform that allows you to qualify and quote customers instantly and accurately. From Mercury Nexus, you can collect application details and send them directly to a lender for assessment.
To access Financeable, contact your state Connective Asset Finance (CAF) Manager or your Partnership Manager.
Note: You must register your mobile number in Mercury Nexus. This is required to send the Privacy Digisign request to your client’s mobile.
Instructions can be found here.
Access Financeable from Mercury Nexus
Log in to Mercury Nexus.
Select Financeable from your dashboard.
You’ll be directed to the Financeable application dashboard.
Create a new commercial application
Click New application.
Select Commercial asset.
Enter asset and loan details
Enter the asset details, including:
Purchase price
Asset type
Type of sale
Make, model, and year
If you know the registration number or VIN, you can search to automatically populate these details.
Add your loan details, including loan amount, term, and repayment preferences.
Add entity and reports
Search for the entity by entering the business name or ABN. Company details will automatically populate.
From here, download the required reports, such as:
ASIC
PPSR
Equifax
Review lender options
Financeable will display a list of lenders that can service the loan.
Lender fit is shown as:
Green – Meets all lender requirements
Yellow – Meets most lender requirements
Red – Does not meet lender requirements
You can sort lenders by fit, repayments, interest rate, loan amount, or fees.
Send disclosures to your client
To issue a disclosure document:
Click Send disclosure.
Review and amend the details as required. Note: Before generating the disclosure, add your commission amount in the Brokerage field within the corresponding CRM opportunity.
Submit the application to the lender
Once your client has signed the disclosure, you can:
Download the application, or
Email the application directly to the lender
You’ll be redirected to the lender’s portal to complete submission.
What happens next
After the application is approved, your client’s details in Mercury CRM will automatically update to reflect the approved finance.
Need help?
If you need help submitting a commercial application in Financeable, contact your Partnership Manager or email [email protected].