The Client Centre is your client’s view of the Opportunity in Mercury Nexus.
It allows you to:
Share documents for viewing and download
Collect personal and financial information
Request supporting documents
Assign questionnaires
The Client Centre is secured using two-factor authentication (2FA) and provides each client with a unique access link.
As clients complete sections, their data updates in Mercury Nexus in real time.
The Home page
When a client logs into the Client Centre, they are directed to the Home page.
The Home page displays:
A tile for each section they must complete
A progress tracker in the top right corner
Visual indicators showing completed sections
Once a section is completed, the tile changes colour and is marked as complete.
The Doc Centre
On the right-hand side of the Home page is the Doc Centre.
From here, clients can:
Download documents you have provided (e.g. Credit Guide, Funding Position)
Upload requested supporting documents
If you add additional document requests after sending the invitation, clients will see a notification in the Doc Centre the next time they log in.
Personal details
In this section, clients provide:
Full name
Date of birth
Gender
Dependants
Marital status
Contact details
Address history
Clients must provide three years of address history, including:
Current address
Previous addresses (if applicable)
This information flows directly into the CRM.
Employment history
Clients are asked to provide three years of employment history, including any secondary employment.
Employment types include:
Paid Employee
Self Employed
Unemployed
Retired
Home Duties
Financial profile
The Financial Profile section is always enabled.
It collects information about:
Living expenses
Properties owned
Debts
Other income
Assets
Living expenses
Clients provide:
Basic household expenses (e.g. groceries, entertainment)
Insurance costs
Conditional logic applies. For example, if dependants are listed in Personal Details, additional dependant expenses will be requested.
Properties
Clients can list properties they own, including:
Owner-occupied or investment status
Financial details (value, loan balance, repayments)
Debts
Clients must disclose:
Credit cards
Personal loans
Car loans
Other liabilities
Other income
Clients disclose income outside employment, such as:
Dividends
Family allowances
Maintenance payments
Assets
Clients list assets such as:
Vehicles
Boats
Savings accounts
Other valuables
Questionnaires
Any questionnaire attached to the Opportunity can be made available within the Client Centre.
These appear within relevant sections such as:
Personal Details
Address
Employment
Benefits of using the Client Centre
Reduces manual data entry
Improves data accuracy
Supports responsible lending compliance
Enhances client experience
Centralises document collection
Need help?
If you need assistance using or configuring the Client Centre, contact your Partnership Manager or email [email protected].