Reaching out before an interest only period expires helps you support your clients and strengthen your ongoing relationship.
Access the interest only dashboards
Open the Analytics App in Mercury Nexus.
Navigate to the relevant dashboards under Business Insights.
There are two dashboards available:
Upcoming Interest Only Loans for review
Interest Only Product – no expiry
Upcoming interest only loans for review
This dashboard provides a snapshot of clients whose interest only period will expire within the next 12 months.
What you can see
Total loan balance of all expiring interest only loans (displayed in the top right corner)
Number of opportunities with expiring interest only terms, broken down by month
Interest only expiries by lender
A detailed table of opportunity records, including current loan balance and expiry date
Filter and refine your results
You can:
Click on a graph to filter by month or lender
Use the filters at the top of the dashboard to refine by date range, loan writer, lender, status, or rate type
This allows you to prioritise outreach and allocate follow-up tasks within your team.
Tip
Use the monthly breakdown to plan structured client contact campaigns before expiries occur.
Interest only product – no expiry
This dashboard identifies opportunity records where an interest only product is recorded but no expiry date has been entered.
Use this report to:
Quickly locate incomplete records
Update expiry dates without manually reviewing each opportunity
Maintaining accurate expiry dates ensures your reporting and client follow-up remain reliable.
Best practice for managing interest only expiries
Review the Upcoming Interest Only dashboard monthly
Assign follow-up tasks for loans expiring within the next 3–6 months
Ensure expiry dates are recorded at settlement
Regularly check the “No expiry” dashboard to maintain data accuracy
Need help?
If you need help accessing or using the Analytics App in Mercury Nexus, contact your Partnership Manager or email [email protected].