Mercury Nexus streamlines the process of gathering client information. Moreover, it simplifies the process of collating that information into a useable format for printing, storing or sending to your client.
How do I download or Print information from the Client Centre?
Mercury Nexus comes preloaded with a Client Centre merge template that allows you to pull all the information collected into one word document which can be downloaded or printed.
The template includes the following:
Applicant Contacts Details
Dependent Details
Employment Details
Living Expense Details
Other Income Details
Real Estate Asset Information
Other Asset Details
Liability Details
The Needs Analysis Questions and Answers
To do this:
Open the CRM and select Opportunities from the main left-hand menu.
Highlight and open the relevant opportunity.
Navigate to the Merge button in the top menu. The Select Template to Merge window will open.
Under Loans, select MASTER: Client Centre Summary and click
Note: The Client Centre Summary will automatically download and a copy will also be saved to the Attachments section of the opportunity
