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 makes it easy for you to share Opportunities with other loan writers without losing the historical data in your own CRM.
How does sharing Opportunity work?
It is possible to share Opportunities with other loan writers that are not in your company, or to another virtual branch in your company. Some of our users find this is a useful way to share leads, while retaining both the Client and Opportunity data in their own CRM. It is also frequently used with new Loan Writers and their mentors.
How do I enable Opportunity sharing?
To setup Opportunity sharing with another company, the Company Director will need to submit a Helpdesk ticket to [email protected] and provide the following information:
Your full name.
Your CA number (Mercury Account).
Your company name.
The full name of the user that you wish to share with (and their CA number if you know it).
Their company name.
How do I Share an Opportunity?
After enabling opportunity sharing, you can share opportunities by following these steps:
In the CRM app select Opportunities from the main left-hand menu.
Open the Opportunity you want to share.
Navigate to the Share With field and select the loan writer you want to share the opportunity with.
Click OK. You will be prompted to send an email to the selected loan writer to advise them of the shared Opportunity.
Once an Opportunity is shared:
The Opportunity will be visible in both your CRM and loan writer's CRM.
The loan writer will be able to search their CRM for the Opportunity, but the Contacts will not display in their CRM searches at all.
People records will be accessible via the shared Opportunity but will not be searchable in the destination CRM. This is because the People records themselves are not shared.
Commissions will automatically go to the parent company of the Loan Writer of the Opportunity. It is up to that loan writer (or company) to set up any required commission splitting with the originating company. Refer to Splitting to Payees.
Note: Sharing the Opportunity will not allow the other party to be able to access a previously generated Apply Online application. The same is true in reverse if the person who the opportunity was shared with was to start the Apply Online application.
How do I Cancel/Remove Opportunity sharing?
The person who shares an Opportunity can cancel/remove sharing of the opportunity at any time. This will remove their Opportunity and client data from the other party's CRM.
To cancel/remove the Opportunity sharing:
In the CRM app, open the Opportunity you have shared.
Navigate to the Share With field and select the red Do Not Share button.