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.
Introducing the CRM
In this video, learn how your CRM works and where you can find everything.
Adding an opportunity
Learn how to add and complete an opportunity record within the CRM.
Adding tasks
Tasks are a great way to set reminders for you and your team. Learn how to set up task templates, assign tasks, and where your assigned and upcoming tasks will appear.
Adding attachments
Keep all your documents linked to the corresponding opportunity record using attachments.
Doc centre
Learn how to send document requests to your clients, where submitted document are stored and how to approve or deny documents.
Questionnaires
Use templated questionnaires or build your own to ensure you ask your clients all the right questions.
The Client Centre
The Client Centre allows your clients to easily provide you with their personal information, supporting documentation and complete questionnaires. Learn how to set up the client centre for your opportunity.
Next article
Continue learning with the next module - Calculators - which explores:
Create a funding position
Complete a borrowing capacity calculation
Create a product comparison
If you have any questions, please reach out to your Partnership Manager or the Mercury Helpdesk.