By default, all of Connective's panel lenders are displayed in Mercury Nexus, however you can easily customise this to suit your business.
Lenders must first be accredited before they can be displayed and filtered in the system.
Understanding Lender Accreditation
Lender accreditation is a prerequisite for their visibility in Mercury Nexus. Without accreditation, lenders will not appear in filters or selection lists, even if they are enabled in the system.
How do I control which lenders appear in Mercury Nexus?
To control which lenders are visible for the partner group in Mercury Nexus:
Open the Admin app and select CRM Settings from the main left-hand menu.
Navigate to Filter Lenders in the top menu.
Use the drop down to toggle between Residential, Commercial and Plant and Equipment (Asset Finance) lenders.
Use the checkboxes to select the lenders you want to appear. By unchecking a lender, it will no longer appear for any members of your partner group. If a lender is missing in Product Comparison search results always check they are active in the Filter Lenders list first.
Additionally, ensure that you are accredited with the lender, as accreditation is required for the lender to appear in the system.
Note: You will need to log out of Mercury Nexus for the change to take effect.
How do I add a lender to Mercury Nexus?
If you write loans with different lenders, we can add this lender to the list for you. Please submit a Helpdesk ticket with which lender you would like added to your Lender drop down list.
Please note that accreditation with the lender is required before they can be added to the system.
Note: We can only accept this request directly from the Principal Owner of the company.
Once the HelpDesk team have added the lender, they will appear in your Lender drop-down box. You will also be given access to the Custom Lender Portal, which is accessed via the Membership Centre. This is where you will manage your custom lender products.