How to access accreditations
Loan Writers can access accreditations via the accreditations tile on the Nexus Dashboard.
Note: Admin staff do not have the accreditations tile. They can view a Loan Writer's accreditations via the ? icon next to the Advisor field in an opportunity record.
Requesting your accreditation forms during onboarding
During the onboarding process with Connective, Loan Writers will have the opportunity to request to transfer multiple accreditations and new accreditations. The Onboarding team will send the Loan Writer an email with a link to the My Accreditations page in Mercury Nexus.
The Loan Writer follows these steps:
Click the link supplied in the email
If you have existing accreditations to transfer, select Yes and select the accreditations you wish to transfer.
Select the lenders for any new accreditations you wish to request.
Forms will be emailed to you for each accreditation.
Upload completed forms via the My Accreditations. See Uploading Documents.
Most lenders can take up to 72 hours to process a request but you’ll have the support of lender BDM's to help ensure transfers are processed as soon as possible for those that are urgent.
The accreditation forms can be requested via Mercury Nexus. If you have any issues or queries with this process just contact our accreditations team: [email protected]
Managing your accreditations in Mercury Nexus
Loan Writers can manage their accreditations by double clicking on My Accreditations in Mercury Nexus.
My Accreditations
Loan writers can perform the following functions on the My Accreditations page in Mercury Nexus:
View a list of existing accreditations.
Request a new accreditation.
Request to transfer an existing accreditation to Connective.
Download lender accreditation forms.
View and update the status of an accreditation request with a lender.
Easily access the details required to complete accreditation request form.
Bulk request of accreditations
During onboarding Loan Writers will have the opportunity to request multiple accreditations via the Membership Centre. The Onboarding team will forward the Loan Writer an email with a link. The Loan Writer follows these steps:
Click the link supplied in the email.
If the Loan Writer has existing accreditations to transfer, select Yes at Question 1 and then select the accreditations they wish to transfer.
Select the lenders for any new accreditations they wish to request.
Forms will be sent to the broker for each accreditation.
Completed forms can be uploaded via the My Accreditations page in the Membership Centre.
Request a new accreditation
Loan Writers can follow these steps to request a new accreditation with a lender.
Click the Lender search button and the Lookup records window will appear.
Choose the appropriate lender and click Select.
Click New radio button.
Click Download lender form. The form will be sent directly to your email.
Complete the lender forms and submit directly to our accreditations team via email: [email protected]
Steps to transfer an existing accreditation to Connective
Click Transfer radio button.
Click the Lender search button and the Lookup records window will appear.
Choose the appropriate lender and click Select.
Fill out your existing lender ID.
Click Download lender form. The form will be sent directly to your email.
Complete the lender forms and submit directly to our accreditations team via email: [email protected]
Uploading documents
Loan Writers can upload documents required for Lender Accreditations directly into the My Accreditations page.
Click on the Upload Documents.
Upload the required checklist items by clicking Upload Documents here button or by dragging and dropping the document.
Submit your accreditation when all documents have been uploaded.
The Connective Accreditations team will review and approve the documents and contact the Loan Writer directly if there is an issue.
Accreditation status details
The Accreditations team at Connective keeps track of the status of your accreditation as it progresses through the process with the lender. You can view the status of each accreditation in Mercury Nexus. (See list of status types below).
When a Loan Writer receives confirmation from the lender that their accreditation has been approved, send the email to [email protected] who will change the status to Accredited and update your broker ID. You can also change the status to Accredited in Mercury Nexus as this information is used to automatically populate the Credit Guide. (Refer to it HERE).
Find the accreditation and click Update Status.
Choose Accredited from drop down box and click Save.
The status types are:
Submitted to lender - all documentation has been sent to the lender for processing.
Pending Info from Broker - Additional documents/information required to submit accreditation to Lender.
More info requested by Lender - The lender has requested further information e.g. CBA seeking clarification if a broker has lived in a previous address.
Training pending - The lender requires the broker to complete training.
Training not completed - The broker has not completed training.
Accredited - The lender has approved the broker accreditation. If the lender copies Connective Accreditation email into the approval we will manually enter the broker ID into Mercury. In some cases, the lender sends this information directly to the broker. If this is the case, forward the approval email to the Connective Accreditations team ([email protected]) so they can update the Broker ID into Mercury.
Rejected/declined - The lender has rejected/declined a broker’s accreditation.
Lapsed - Additional information/documents were requested from the broker and were not supplied or no response was received.
Withdrawn by Broker - Accreditation has been deactivated as requested by Broker.
Pending Activation – Accreditations received and waiting for Broker to become active as a Connective member.
Lapsed Diploma not supplied – Lender requires a Diploma to be provided within 12 months of becoming accredited.