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Using the CRM Reports
Updated over 7 months ago

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.

Business reporting is essential to monitor performance and drive improvement. Reports will provide important detail that can be used to develop future forecasts, marketing plans, guide budget planning and improving decision-making.

Mercury Nexus comes preloaded with a number of reports that can be generated in seconds. If you need something more, you can also request custom reports via the Mercury Helpdesk. The reports available include:

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