The Client Centre is your client's view of your opportunity. As well as allowing you to send documents directly to your client for viewing and downloading. It also makes it easy for them provide you with their personal information and supporting documentation and complete any questionnaires you assign.

Secured using two-factor authentication, with a personal links for each client, as they work through the Client Centre, their data is populated into the CRM, appearing in real time.

The Home Page

When your client logs into their personal Client Centre, they will be directed to the home page. Here they will find a tile for each section they need to complete. There’s a progress tracker in the top right corner, so your client can see how far through they are. Once they complete a section, it will change colour and be marked as complete.

On the right hand side is the Doc Centre where clients can download documents you’ve supplied them, like your credit guide and or merged funding position document. This is also where they will upload any documents that you have requested.

If you ask for any additional documents after sending the client centre invitation, your client will see a notification on the Doc Centre when they next log in to the Client Centre.

Personal Details

In personal details, your client will be asked to add their name, date of birth, gender, whether they have any dependents, their current marital status, and their contact details.

Addresses

Under address, your client will need to add in three years of address history, this will include their current and any previous addresses.

Employment

The employment section will ask your client for three years of employment history, as well any applicable secondary employment. Your client can select Paid Employee, Self Employed, Unemployed, Retired or Home Duties.

Financial Profile

The financial profile sections of the Client Centre are always enabled. Here you can collect information about:

Living Expenses

Living expenses will collate their basic living expenses like groceries and entertainments costs, as well as insurances. There is also conditional logic built into the Client Centre questions. For example, if they have listed any dependents in the personal details section, they will be asked to provide living expenses for their dependents in this section.

Properties

Properties is where your client can list any properties they own, this includes whether they are owner occupied or investment. They will also record the financial details of their properties.

Debts

In this section, your client will be asked for information on anything they owe outside of property costs, such as credit cards, personal loans, or car loans.

Other income

Other Income will ask about any other income your client receives that’s outside of their employment income. This could include dividend, family allowance or maintenance payments.

Assets

In the Assets section, your client will be asked to add details for any other items of value such as cars, boats or savings accounts.

Questionnaires

Any questionnaire attached to your opportunity can be made available in the Client Centre under the Personal details, Address and Employment tiles.

If you have any questions or would like any further information, please contact the Mercury Helpdesk or your Broker Support Manager.