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Using the property watchlist in Mercury Nexus

Learn how to track, manage, and receive updates on properties using the Property Watchlist feature.

Use this guide to track properties, organise them into watchlists, and stay informed of key market changes using PropTrack data.

What is property watchlist?

Property Watchlist is a feature in Mercury Nexus that allows you to monitor properties relevant to your clients.

You can group properties into separate watchlists, track changes such as a property being listed For Rent or For Sale and receive alerts to prompt client conversations.

Accessing property watchlist

Open Property Watchlist within Mercury Nexus to view and manage your tracked properties.

What you’ll see:

  • A list of your watchlists

  • A property table showing all tracked properties

  • Actions such as Add/Import Properties and watchlist management options

Important: Watchlists are private and cannot be shared with other brokers.

Understanding the watchlist table

Each watchlist displays properties in a table with key details to support your follow-up activity.

You will see:

  • Property address

  • Linked opportunity (if the property is from a settled opportunity).

  • Date the property was added

  • Property type icon

Property types include:

  • Settled – automatically added from settled loans

  • Watching – manually added by you

Create, rename, and delete watchlists

Create a watchlist

  • Select Create watchlist

  • Enter a name (for example, “Hot Leads” or “Refinance Opportunities”)

  • Save

Rename a watchlist

  • Open the watchlist

  • Select edit or rename

  • Save changes

Delete a watchlist

  • Select delete

  • Confirm the action

Important: Deleting a watchlist permanently removes it and all associated properties from your view. This cannot be undone.

Add a property to a watchlist

Add a property

  • Select Add/Import Properties

  • Search for an address

  • Choose the correct result

  • Confirm to add it to the active watchlist

After adding, the property appears in the table.

Upload a list of properties

  • When you click Add/Import Properties you can also upload an excel file (xls / xlsx) of properties from Mercury or RP Data.

  • Once uploaded, Property Watchlist will process the file and provide a message for how many properties were successfully added to the selected Watchlist.

  • All properties added to the watchlist to automatically be setup for the alerts set for that Watchlist.

Important: If you add another file to a watchlist that has already had a file uploaded, the new file will replace the previously uploaded properties.

Remove a property from a watchlist

  • Click the delete button on the Property row you want to delete.

Important: Removing a property does not delete the related opportunity or contact.

Include settled properties

The default watchlist can automatically include properties linked to your settled loans.

What happens when enabled

  • Existing settled properties are added (backfilled)

  • New properties are added as loans settle

What happens when disabled

  • Previously added settled properties are removed from the watchlist.

This helps you monitor your client portfolio without manual entry.

Daily summary email alerts

You can set up daily alerts for your watchlists. Turn on notifications for:

  • For Sale – Turn this on to receive an alert if properties on your watchlist were listed For Sale in the previous day. You will also be alerted when the property is updated to Sold

  • For Rent - Turn this on to receive an alert if properties on your watchlist were listed For Rent in the previous day. You will also be alerted when the property is updated to Rented

  • You can select one or both for alerts on every watchlist.

Properties are grouped by watchlist to help you prioritise follow-up.

Tip: Use alerts to identify refinance or re-engagement opportunities.

View property details in funding position

Property details in the Funding Position now use PropTrack data.

What this means for you:

  • Property insights remain in the same location

  • No separate login is required

  • Data replaces the previous Cotality experience

How it works

Mercury manages your watchlists and tracked properties.

Each day:

  • Watched properties are securely synced with PropTrack

  • Mercury proceses updated overnight

  • Mercury sends a summary email if activity is detected

This process runs automatically in the background.

Need help?

If you need help using Property Watchlist or understanding alerts, contact your Partnership Manager or email [email protected].

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