Use this guide to understand how the Customer Relationship Management (CRM) system in Mercury Nexus supports your day-to-day client management. You’ll learn where to find key features and how to manage opportunities, tasks, documents and client information in one place.
Important: We have standardised role terminology in Mercury Nexus. All roles previously labelled as Agent, Advisor, Loan Writer or Associate are now referred to as Broker. This ensures consistency across the platform.
Accessing the CRM
The CRM is your central workspace in Mercury Nexus. It allows you to:
Create and manage opportunities
Track tasks and reminders
Store and review client documents
Send questionnaires
Set up the Client Centre
Adding an opportunity
Create an opportunity to track a client’s loan scenario from enquiry through to settlement.
To add an opportunity:
Navigate to the CRM dashboard
Select Add opportunity
Enter the client details and loan scenario
Complete all required fields
Save the record
Each opportunity acts as the main record where documents, notes, tasks and questionnaires are stored.
Tip: Use clear opportunity names to make searching and reporting easier.
Adding and managing tasks
Tasks help you manage follow-ups and allocate responsibilities within your team.
You can:
Create individual tasks
Assign tasks to yourself or another broker
Set due dates and reminders
Create and apply task templates
Assigned and upcoming tasks appear in your task list and dashboard view.
Tip: Use task templates for repeatable workflows such as document follow-ups or lender submissions.
Adding attachments
Store all client documents directly within the relevant opportunity.
To add an attachment:
Open the opportunity record
Select Attachments
Upload the required file
Save
Keeping documents attached to the opportunity ensures a complete audit trail.
Important: Upload documents to the correct opportunity to maintain accurate compliance records.
Using the doc centre
The Doc Centre allows you to request and manage client documents securely.
You can:
Send document requests to clients
Track submitted documents
Review uploaded files
Approve or decline documents
Submitted documents are stored within the opportunity record.
If you see an error
Check the document format and file size. Unsupported file types may not upload successfully.
Using questionnaires
Questionnaires ensure you collect consistent and complete information from your clients.
You can:
Use pre-built templates
Create custom questionnaires
Send questionnaires to clients
Track completion status
Responses are saved against the opportunity.
Setting up the client centre
The Client Centre allows your clients to:
Enter personal information
Upload supporting documents
Complete questionnaires
To set up the Client Centre:
Open the opportunity
Enable the Client Centre
Send the client invitation
The Client Centre reduces back-and-forth emails and keeps all client information in one secure location.
Continue your learning
Next, explore Calculators in Mercury Nexus. Learn how to:
Create a funding position
Complete a borrowing capacity calculation
Create a product comparison
Need help?
If you need help using the CRM in Mercury Nexus, contact your Partnership Manager or email [email protected].