The updated questionnaire features:
A user-friendly layout
Plain English questions
Conditional logic to tailor questions to each client
Where to find the questionnaire
Open the relevant Opportunity in Mercury Nexus.
Go to the Questionnaires section.
Select Home Loan – Needs Analysis.
You can send the questionnaire to your client via email invitation.
What your client sees
When your client accesses the questionnaire from your email invitation, they will see a dashboard showing each section.
As they complete each section, the status updates to Completed.
The questionnaire uses conditional logic. If a client selects an answer that requires more detail, additional questions will appear automatically.
What your client will be asked
The questionnaire is divided into structured sections.
Finance history
Your client will be asked about:
Consent for credit check
Defaults, judgements or legal proceedings
Current home loan repayment history
Other debt repayment history
You and your finances
Your client will be asked about:
Their understanding of finance
Their understanding of spending and household finances
Willingness to change spending habits
Willingness to reduce or cancel debts
Other applications currently in progress
Whether they are a tax resident of another country
Financial future
Your client will be asked about:
Planned retirement age
How they intend to repay the loan if it extends beyond retirement
Expected lifestyle changes
Short-term loan objectives
Long-term loan objectives
Insurance considerations
About the loan you want
Your client will be asked about:
Loan amount required
Main reason for seeking finance
Preferred loan term
How long they intend to keep the property
Repayment type
Rate type
Required loan features, such as offset, redraw and rate lock
About the lender you want
Your client will be asked about:
Preference for a specific lender type
Lenders they prefer to use or avoid
Whether a physical branch location is important
Any other lender selection preferences
After your client submits
Once your client completes the questionnaire, they can click Submit your details.
The information will automatically import into your Opportunity record.
Tip
Review the imported responses before progressing the application to ensure the data aligns with your lending recommendation and compliance requirements.
Need help?
If you need help using questionnaires in Mercury Nexus, contact your Partnership Manager or email [email protected].