Use this guide to manage your lender accreditations in Mercury Nexus. You can request new accreditations, transfer existing accreditations, upload required documents and track the progress of each request.
Access the Accreditations app
Brokers can access the Accreditations app via the Accreditations tile on the Mercury Nexus dashboard.
Note
Admin staff do not have access to the Accreditations tile.
Accreditation requests must be submitted using the Broker’s account.
Non-Brokers can view a Broker’s accreditations via the ? icon next to the Broker field in an Opportunity record.
If the Accreditations tile is not visible or you have not received your onboarding link, contact [email protected].
Requesting accreditations during onboarding
During onboarding, you can:
Transfer existing accreditations
Request new lender accreditations
Once onboarding documents are uploaded, you will receive an email with a link to My Accreditations.
Follow these steps:
Click the link in the email.
Select Yes if transferring existing accreditations and choose relevant lenders.
Select lenders for any new accreditation requests.
Accreditation forms will be emailed to you.
Upload completed forms via My Accreditations.
Managing accreditations in Mercury Nexus
Open the Accreditations app at any time to:
View existing accreditations
Request new accreditations
Transfer accreditations to Connective
Download lender accreditation forms
Upload required documents
Track accreditation progress
Requesting a new lender accreditation
To request a new accreditation:
Click Lender Search and select the lender.
Select New.
Click Download lender form (form will be emailed to you).
Upload the completed form under the relevant accreditation in My Accreditations.
If you experience upload issues, email the completed form to [email protected].
When a lender uses a portal instead of a PDF form
Some lenders manage accreditation via their own online portal.
When this applies:
Submit the accreditation request in Mercury as usual.
You will receive an email with the lender’s portal link.
Follow the portal instructions to:
Enter required details
Upload supporting documents
Submit for assessment
Important
Each lender has different portal requirements. Ensure all required fields and uploads are completed before submission.
If unsure, contact [email protected].
Transferring an existing accreditation
To transfer an accreditation:
Select Transfer.
Click Lender Search and choose the lender.
Enter your existing lender ID.
Click Download lender form (emailed to you).
Upload the completed form under the relevant accreditation.
If upload fails, email documents to [email protected].
Uploading accreditation documents
To upload documents:
Select Upload documents under the relevant accreditation.
Upload required checklist items via:
Upload documents here, or
Drag and drop.
Submit once all documents are uploaded.
Note
Documents already provided during onboarding do not need to be resubmitted unless requested by the Accreditations team.
Understanding accreditation statuses
You can track accreditation progress in My Accreditations.
Common status types:
Requested – Submitted but not yet actioned
Pending Info from Broker – Additional documents required
More info requested by Lender – Lender requires clarification
Submitted to Lender – Documents sent to lender
Training Pending – Accreditation training required
Training Not Completed – Training incomplete
Accredited – Lender approval received
Accredited + SMSF – Approved including SMSF authority
Rejected/Declined – Lender declined
Lapsed – Required information not provided
Withdrawn by Broker – Broker requested deactivation
Pending Activation – Awaiting active Connective membership
Lapsed Diploma Not Supplied – Required diploma not provided within timeframe
If you receive lender approval but the status is not updated, forward the approval email to [email protected] so your Broker ID can be recorded.
Need help?
If you need help managing your lender accreditations, contact your Partnership Manager or email [email protected].