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.
Mercury Nexus is designed to complement your processes, not complicate them. As well as storing personal and company details, the Admin app allows you to personalise Mercury Nexus to reflect your brand and adjust Mercury Nexus features and tools to suit your business needs.
Where can I find the admin app?
The Admin app is accessed via the Mercury Nexus homepage or using the Mercury Launcher.
What can I do in the Admin app?
The Admin app allows you to manage the the following:
My Details
Your Details. Your contact details and address information as well as registering your mobile number and updating your password.
Multi-Factor Authentication. Provide an extra layer of security for your user account.
Email Profile. where you create and edit your email signature for emails sent from Mercury.
Email to Mercury. Address required to send opportunities to your Mercury Inbox
Notifications. Manage the method and frequency you receive notifications for status updates, tasks, Doc Centre and Client Centre.
View Preferences. Control what tools are visible in Mercury Nexus.
History. Audit history for your account.
Application Details. Manage your Lender accreditations.
Partner Details
Partner Group Details. Trading name, contact details and address information. You also can switch on Multi-Factor Authentication for all of your users.
Access Groups. Restrict access to users by time or IP addresses.
Virtual Branches. Segregate your CRM in a way that is useful to your business.
Virtual Branch Category List. Group your Virtual Branches for reporting purposes.
Notifications. Add additional addresses to receive email notifications.
Text Editor. Set up default text editor settings for your company.
Company Logo. Upload a document to be used throughout Mercury. This image will replace the tag {logo} tag in any document merge.
Manage Users
The Manage Users section is used to create and manage all user accounts.
CRM Settings
Opportunity Types. Select which Opportunity Types will be available to your CRM users.
Status Editor. Add, edit and remove statuses.
Auto-Actions. Enable and disable the available opportunity types. Manage your workflows.
Filter Lenders. Manage the Lenders that to appear in Mercury Nexus.
List Editor. Adjust various field list values used in your records.
People Categories. Create, edit and/or delete the categories you use to segment your People records.
Questionnaires. Create, clone and/or customise the questionnaires you use to gather information from your clients.
Task Templates. Create, clone and/or customise templates that automate your workflow processes.
Email Templates. Create, clone and/or customise email templates.
Doc Request Templates. Create, clone and/or customise requests used to manage your client’s documents.
Lead Sources. Maintain your available list of Lead Sources or Referrers.
Snippets. Create, edit and delete snippets used across notes (email), task and the Compliance Workflow.
Documents
General Documents. Store important documents for your business in a location where they can be accessed by other members of your company.
Merge Templates. Create, edit and delete merge templates which are used with the merge function in your CRM.
Integration
Office 365. Set up the integration between Office 365 and Mercury Nexus.
Credit Checks. Register for free credit checks requested and received directly from the Opportunity.
Zapier. Manage zaps that link third-party products with Mercury Nexus.
Mercury API. API details that are required to create custom integrations into Mercury Nexus.
Lead Capture. Connect your website with Mercury Nexus to seamlessly transfer leads you capture.
Google Sync. Connect your Gmail account in order to synchronise contact details with Mercury Nexus.
Data
Extract Raw Data. Download a spread sheet of all raw data entered into the Mercury CRM. Note that data download here is in a database compatible form and is not intended to be human readable.
Recycle Bin. Restore People, Opportunity, Tasks, Notes and Task Template records which have been deleted in error.
Import Contacts. Use the spreadsheet uploader to bulk upload contacts to Mercury Nexus.