Important Note: We have updated various fields and labels to ensure you have a consistent experience in Mercury Nexus. Instead of individually referring to roles as Agent, Advisor, Loan Writer, and Associate, we will now universally use the term "Broker." This change will simplify your interactions across Mercury Nexus.
Mercury Nexus is designed to save you time, by storing all the information you require in one easily accessible location.
In Opportunities you manage everything about your client’s loan application including personal and loan details, communication history, application status and supporting documents.
Where can I find my opportunities?
Opportunity Records are stored in the Opportunity section the CRM, accessed via the CRM main left-hand menu.
You can also access an opportunity via a linked People Record from the Opportunities tab or via the Kanban (by double clicking on opportunity name). Visit the Kanban Wiki to learn more about this feature.
What is an opportunity?
Opportunity is the term used in Mercury Nexus to refer to loans or potential loans. An Opportunity record in Mercury Nexus provides a full overview of your client’s loan application. The sub-menu on the left prompts you to collect, record all the relevant information and documentation relating to the loan, including:
Details – This is where you fill in the details of the Opportunity.
Contacts - Add an existing or new contact.
Financials – Stores the client’s living expenses, assets, liabilities, employment and other income details.
Notes – Record communications by adding any Interaction with the client as a note. Outgoing emails and SMS are automatically stored here.
Tasks - Stores any tasks set for the Opportunity. Learn more.
Attachments - Stores the Compliance documents. You can upload documents related to the loan here.
Notepad - A miscellaneous scribble board for your own use.
Client Centre - Clients can provide personal information, answer questions and upload documents. Learn more.
Doc Centre – Create a secure and direct request so your clients can upload any supporting documents.
Questionnaires - Stores the questionnaires. Learn more.
Calculations - This is where you store calculations you have completed for the deal. Learn more.
Products – Store product details here.
Compliance – Ensure you’re audit ready. Use the prompts to make sure you collect appropriate information to meet your Best Interests Duty.
Lodgements - An audit log of attempted Apply Online and Loan App applications.
History – View the Status history, change log and any Client Centre activity for this particular opportunity.
Timeline - Compliance audit requirements.
What does an Opportunity store?
An Opportunity in Mercury Nexus stores all the information related to a loan or potential loan, including:
Lead Capture records (Applicants/Contacts)
Loan details
Communication with clients - email, SMS, notes
Tracking progress of the loan through the various stages - lodged through to settled.
Supporting Documents for your applicant's loan application
NCCP documents and Best Interests Duty
