Best Interests Duty requires you to gather information about your client’s circumstances, objectives and financial situation to ensure responsible lending. Mercury Nexus simplifies this process with questionnaires.
What are Questionnaires?
Questionnaires can be used to gather important information about your client's and their loan requirements. Mercury Nexus comes preloaded with a Master Questionnaire template, or you can create your own from scratch. Learn about creating and editing questionnaires here.
Questionnaires can be attached to an opportunity and can also emailed directly to your client to be filled out online.
Where do I find questionnaires?
To find your questionnaires:
Open the Admin app
Navigate to CRM settings from main left-hand menu.
Select Questionnaires from the top menu.
