Use this guide to understand how questionnaires help you collect client information and support responsible lending in Mercury Nexus.
Best Interests Duty requires you to gather information about your client’s circumstances, objectives, and financial situation. Mercury Nexus simplifies this process by using questionnaires to capture this information consistently.
What are Questionnaires?
Questionnaires are used to collect important information about your client and their loan requirements.
Mercury Nexus includes a preloaded Master Questionnaire template. You can also create your own questionnaires to suit different loan types or business processes.
See [link: Creating and editing questionnaires in Mercury Nexus].
How Questionnaires are used
You can attach questionnaires to an opportunity and send them directly to your client to complete online.
Clients can:
Enter their information securely
Save progress and return later
Submit responses directly into Mercury Nexus
Once submitted, responses are stored against the opportunity for easy reference and compliance review.
Where to find Questionnaires
To access and manage questionnaires:
Open the Admin app
Select CRM settings from the left-hand menu
Choose Questionnaires from the top menu
[screenshot: Admin app CRM settings showing Questionnaires menu]
Using Questionnaires for compliance
Questionnaires support your compliance obligations by helping you:
Capture client objectives and requirements
Understand the client’s financial situation
Demonstrate compliance with Best Interests Duty and NCCP requirements
Important
Ensure questionnaires are completed and reviewed before progressing a loan to lodgement.
Need help?
If you need help creating or using questionnaires in Mercury Nexus, contact your Partnership Manager or email [email protected].