The Asset Finance application form is a Merge document that can be generated from the data in your People and Opportunity records, and from the Asset Finance Calculator.
At this stage, application forms have only been created for Companies and Individuals.
What data populates the Asset Finance application form
Most sections of the application form will be automatically populated when you generate the merge document, however, merge tags do not exist for all fields at present.
The following fields currently do not have merge tags, and will need to be manually updated after the application form has been generated as a merge document.
Partners/Directors/Individual/Guarantors
Trade References
Credit References
We are working to make these available at a later stage.
Where the data in the Asset Finance application form comes from
Individual Application
The below table details the:
Section on the Application form
The Merge tags within that section
What data will be pulled into the form and
Where that data is located within Mercury
Section | Merge tag | Which is | From (Mercury) |
Header | «logo» | Your Logo | Admin>My Details |
Title | «transaction_name» | Opportunity name | Opportunity |
Date | «currentDate» | Today's date | n/a |
Lender Details | «lender»
«lender_reference» | Lender details | Opportunity |
Broker Details | «user_full_name»
«user_email»
«user_phone»
«branch_name»
«broker_acl_entity_abn»
«broker_address» | Mercury User | n/a |
Applicant | «full_name»
«dateOfBirth»
«home_address»
«annual_income»
«annual_expense»
«home_phone»
«mobile»
«work_phone»
«email_1»
«licenseNumber»
«licenseExpiry» | Contact Record
Note: If there are multiple applicants, a separate table will generate for each. | Opportunity>Contact |
Trade References | Merge tags not available | n/a | n/a |
Credit References | Merge tags not available | n/a | n/a |
Proposal | «asset_description»
«base_rate_percentage»
«facility_type»
«loanTerm» | Loan details |
|
Proposal (cont) | «goods_amount»
«goods_total»
«goods_gst»
«cash_amount» / «tradeIn_amount»
«tradeIn_total»
«tradeIn_amount»
«brokerage_amount»
«brokerage_percentage»
«brokerage_gst»
«brokerage_total»
«financed_fees_amount»
«financed_fees_total»
«amount_financed»
«amount_financed»
«charges/interest_amount» | Loan details | Opportunity>(default) Asset Finance Calculation |
Company Application
The below table details the:
Section on the Application form
The Merge tags within that section
What data will be pulled into the form and
Where that data is located within Mercury
Section | Merge tag | Which is | From (Mercury) |
Header | «logo» | Your Logo | Admin>My Details |
Title | «transaction_name» | Opportunity name | Opportunity |
Date | «currentDate» | Today's date | n/a |
Lender Details | «lender»
«lender_reference» | Lender details | Opportunity |
Broker details | «user_full_name»
«user_email»
«user_phone»
«branch_name»
«broker_acl_entity_abn»
«broker_address» | Mercury User | n/a |
Applicant | «contact_name»
«address»
«acn»
«abn»
«business_phone»
«mobile_phone»
«email» | Company details | Contact>Company |
Partners/Director/ Individuals/Guarantors | Merge tags not available | n/a | n/a |
Trade References | Merge tags not available | n/a | n/a |
Credit References | Merge tags not available | n/a | n/a |
Proposal | «asset_description»
«base_rate_percentage»
«facility_type»
«loanTerm» | Loan details | Opportunity |
Proposal (cont) | «goods_amount»
«goods_total»
«goods_gst»
«cash_amount» / «tradeIn_amount»
«tradeIn_total»
«tradeIn_amount»
«brokerage_amount»
«brokerage_percentage»
«brokerage_gst»
«brokerage_total»
«financed_fees_amount»
«financed_fees_total»
«amount_financed»
«amount_financed»
«charges/interest_amount» | Loan details | Opportunity> (default) Asset Finance Calculator |
How to use the Asset Finance application form
Before you start: Ensure you have completed the Opportunity and People records, and the Asset Finance Calculation accordingly, that you have linked the correct contact, and have marked the correct calculation as default.
Open the Opportunity and click on Merge Document
2. Select the correct Application Merge Template and hit Choose
3. Complete the remaining sections in the application form
Save & Send to the client