Use this guide to understand how opportunities work in Mercury Nexus and how to manage a client’s loan application in one place.
Mercury Nexus is designed to save you time by storing all client, loan, communication, and compliance information in a single, accessible record.
Important
Mercury Nexus now uses the term Broker instead of Agent, Advisor, Loan Writer, or Associate. This ensures consistent language across the platform.
What is an opportunity?
An opportunity in Mercury Nexus represents a loan or potential loan.
Each opportunity record provides a complete overview of your client’s loan application, including personal details, loan information, documents, communication history, and compliance records.
You use an opportunity to track a loan from initial enquiry through to settlement.
Where to find your opportunities
You can access opportunities in several ways:
From the CRM section in the left-hand menu
From a linked People record via the Opportunities tab
From the Kanban board by double-clicking the opportunity name
See [link: Using the Kanban board in Mercury Nexus]
[screenshot: CRM left-hand menu highlighting Opportunities]
What you can manage within an opportunity
Each opportunity includes a left-hand sub-menu that guides you through the loan workflow.
Opportunity details
Capture the core information about the loan, including purpose, structure, and status.
Contacts
Add existing contacts or create new ones linked to the opportunity.
Financials
Record your client’s:
Living expenses
Assets and liabilities
Employment details
Other income
This information supports servicing and compliance requirements.
Notes
Record all client interactions.
Outgoing emails and SMS messages are automatically saved here.
Tasks
Create and manage tasks related to the opportunity to stay on track.
Attachments
Upload and store documents related to the loan, including compliance documentation.
Notepad
Use this space for private notes or reminders. Content here is for your reference only.
Client centre
Allow clients to:
Enter personal information
Answer questions
Upload documents securely
Doc centre
Send secure document requests to clients for supporting evidence.
Questionnaires
Store completed questionnaires linked to the loan.
Calculations
Save servicing or scenario calculations completed for the deal.
Products
Record and manage selected loan products.
Compliance
Use compliance prompts to ensure you meet your Best Interests Duty and National Consumer Credit Protection (NCCP) obligations.
Important
Keep compliance sections up to date to remain audit-ready at all times.
Lodgements
View an audit log of attempted Apply Online and Loanapp submissions.
History
Review:
Status changes
Record updates
Client Centre activity
Timeline
Track compliance-related milestones and audit requirements.
What information an opportunity stores
An opportunity brings together all loan-related information, including:
Applicant and contact records
Loan details and status
Client communications (email, SMS, notes)
Progress tracking from lodgement to settlement
Supporting documents
NCCP and Best Interests Duty records
This ensures everything related to the loan is stored in one place.
Need help?
If you need help managing opportunities in Mercury Nexus, contact your Partnership Manager or email [email protected].