Mercury Nexus, our award-winning technology platform comes packed with a suite of industry-leading broker tools. The multiservice, one-stop digital hub is purpose-built for mortgage brokers and designed to help save time and grow your business.
Understanding Mercury Nexus
Mercury Nexus is made up of a suite of applications, each with a specific purpose. You can jump to any one application directly if you need to do a specific thing, or you can navigate between them effortlessly.
The Mercury Nexus Homepage is where your journey begins. From here you can jump into any app, access links to the Wiki or stay up to date with Nexus News.
Main Application features include:
CRM
The CRM is the muscle of Mercury Nexus, home to People and Opportunity records and all their associated data. This is where you will spend the bulk of your time. The CRM application also includes a Kanban board, allowing you to track the status of your opportunities visually whilst still keeping the workflows and status changes intact.
Research
The sister-application to the CRM; the appropriately named Research app is home to the product tools, services and calculators and is used in conjunction with the CRM to research and analyse products and perform calculations. Taking the complexity in loan servicing and visualising it in an easy-to-use interface.
Commissions
The Commissions application is your go-to for everything commission related. Quickly manage commissions, including referral, payee splits, trail variations, invoices and settlement volumes.
Admin
True to its name, the admin application is the central location for you to manage Mercury Nexus. Create and edit workflows and templates, manage security and users and customise platform to reflect your brand.
Client Centre
Accessed via the CRM, the Client Centre allows you to manage the collection of your client's information. Push data contained in your contact and opportunity records directly to your client using a secure link. As your client makes updates the CRM will reflect them in real time.
Doc Centre
Accessed via the CRM, the simplifies the collection of supporting documentation by allowing you to create templated requests, which can be cloned and sent to new clients. Your clients electronically upload their documents for you to review and/or provide feedback. Once you’re happy, approve the documents you need, and they'll automatically attach to your opportunity.
Compliance Workflow
The Compliance Workflow does all the heavy lifting and takes the guess work out of meeting your compliance requirements. Automations and workflows pull together all data required to demonstrate your adherence to Best Interests Duty, as well as enabling you to tag evidence (notes, emails, attachments and questionnaires) and leave comments where applicable.
CAF CRM
A dedicated CRM built specifically for our asset finance brokers, the first-class quick quoting tool will save you precious time – allowing you to accurately generate and compare quotes for your clients over the phone. Use the Kanban to manage all your sales opportunities from the one page, quickly progressing deals with drag and drop functionality. Securely store and access all your data, contacts, client communications and opportunities in the one place.