Coming soon!
The features outlined in this article are not yet live. We will notify brokers via Nexus News once they are available.
Use this guide to send a Client Portal request to your clients in Mercury Nexus. Once sent, the request becomes active and clients can begin completing the required sections.
Before you send the request
Review the request carefully before clicking Send.
Confirm:
Correct contacts are selected
Household structure is correct
Expiry date is appropriate
Required modules are enabled
Documents to share are correct
DigiSign documents are correct
Personal Details & Financials are assigned correctly
Questionnaires are configured properly
Document requests are configured properly
Use Preview Client Portal to review the client view.
Important
Once the request is sent, the request is locked and cannot be edited.
Step 1: Click Send Request
Open the Client Portal request.
Click Send Request in the top toolbar.
A confirmation message will appear advising that settings will be locked after sending.
Click Confirm to continue.
Step 2: Select clients to invite
A Select clients to invite window will appear.
Confirm the correct applicants are selected.
Click Choose.
Only selected contacts will receive the invitation email.
Step 3: Select an invite template
The Select an invite template window will open.
Choose the appropriate email template.
Click Choose.
Templates determine the email subject and body content sent to clients.
Step 4: Review and send the email invitation
The Send email invitation screen will open.
From here, you can:
Review the sender details
Edit the subject line
Adjust email content
When ready, click Send.
Each selected applicant receives:
An individual email
A dedicated Client Portal link
What happens after sending
After the email is sent:
The request becomes locked for editing
A banner appears confirming the request has been sent
Editing is disabled
You cannot:
Add or remove modules
Change applicant assignments in the modules
Resend a request
If a client does not receive the email:
Open the request.
Click Send Request again (or use resend if available).
Resending:
Sends the same portal link
Does not reset progress
Does not create a new request
When to create a new request instead
Create a new Client Portal request if:
Incorrect applicants were selected
Household structure was incorrect
Incorrect modules were enabled
A different configuration is required
Need help?
If you need help sending a Client Portal request in Mercury Nexus, contact your Partnership Manager or email [email protected].
Coming soon!
The features outlined in this article are not yet live. We will notify brokers via Nexus News once they are available.