Using filters makes your life easier by only displaying rows that meet your specific criteria. You can use filters to drill down on specific lenders when completing product comparisons.
Can I filter lenders?
You can filter lenders when completing a product comparison. It is important to note that Mercury Nexus saves your filters, and they will be applied to subsequent product searches unless you update
Via the CRM app:
Launch the CRM and select +Product Comparison from the top menu of the Dashboard.
If the Select Products window does not open click on +Product in the top menu.
Navigate to the filter icon next to the Lenders
The Filter Lenders window will open.
Use the drop down to toggle between Residential, Commercial and Plant and Equipment (Asset Finance) lenders.
Use the checkboxes to select the lenders you want to appear.
Via the Research app:
Launch the Research app and select Product Search or Product Comparison from the main menu on the left.
If the Select Products window does not open a new tab or click on +Product in the top menu.
Navigate to the filter icon next to the Lenders
The Filter Lenders window will open.
Use the drop down to toggle between Residential, Commercial and Plant and Equipment (Asset Finance) lenders.
Use the checkboxes to select the lenders you want to appear.
Note: You can filter lenders for the entire partner group via the Admin app