Enabling the Client Centre allows your clients to securely access and update their personal and application details.
Any updates made by the client flow directly back into Mercury CRM in real time. This reduces manual data entry, improves accuracy and saves time.
Note
The Client Centre remains available for editing even after the Submit button is used. You can disable access at any time from the Opportunity record.
Before you begin
Only contacts listed as:
Primary Applicant
Applicant
Guarantor
can be granted Client Centre access.
Each contact must have:
First and last name
Email address
Mobile number
The contact must also be linked to the relevant Opportunity.
Enable the Client Centre
To create a Client Centre request:
Open the CRM app.
Select Opportunities from the left-hand menu.
Open the relevant Opportunity record.
Select the Client Centre tab from the sub-menu.
Click + Add to create a new request.
Configure your request
Enter a Request Name.
Set an Expiry Date if required.
Open the newly created request.
Add your contact using:
+ New Contact, or
Existing Contact
Select sections to share
Enable the sections you want the client to access.
Click Refresh Preview to view your latest configuration.
You can also:
Click Launch Client Centre to preview the portal in a new tab.
This shows exactly what your client will see.
Disable Client Centre access
If required, you can disable the Client Centre from the Opportunity.
This will prevent further client access.
What happens next?
Once enabled, you can send the Client Centre invitation to your client.
Need help?
If you need help enabling or managing the Client Centre in Mercury Nexus, contact your Partnership Manager or email [email protected].