How Brokers access the Accreditations App
Brokers can access accreditations via the accreditations tile on the Nexus Dashboard.
Note: Admin staff do not have access to the accreditations tile. Requesting accreditations must be done using the Broker's account. A non-Broker can view a Broker's accreditations via the ? icon next to the Broker field in an opportunity record.
How to Request your accreditation forms during onboarding
During the onboarding process with Connective, Broker accounts will have the opportunity to request to transfer multiple accreditations and new accreditations. The Onboarding team will send the Broker an email with a link to the My Accreditations page in Mercury Nexus.
The Broker 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.
Managing your accreditations in Mercury Nexus
Brokers can manage their accreditations by double clicking on My Accreditations in Mercury Nexus.
My lender Accreditations
Broker accounts 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.
How to request lender accreditations in bulk
During onboarding Broker accounts will have the opportunity to request multiple accreditations via the Membership Centre. The Onboarding team will forward the Broker an email with a link. The Broker follows these steps:
Click the link supplied in the email.
If the Broker 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.
How to Request a new lender accreditation
Broker accounts 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.
Upload and submit the completed accreditation for each Lender under the relevant accreditation. If you have any issues with the upload you can also send the completed form to [email protected].
How 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.
Upload and submit the completed accreditation for each Lender under the relevant accreditation. If you have any issues with the upload you can also send the completed form to [email protected].
How to Upload documents
Brokers 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 Broker receives confirmation from the lender that their accreditation has been approved and the status has not been updated please forward the email to [email protected] will change the status to Accredited and update your broker ID.
The status types are:
Requested - the broker has requested a lender accreditation however the request has not been actioned or submitted to the Lender.
Pending Info from Broker - Additional documents/information required to submit your accreditation to Lender.
More info requested by Lender - The lender has requested further information from the broker in order to progress the request.
Submitted to lender - all documentation has been sent to the lender for processing.
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.
Accredited + SMSF - Accreditation also includes the ability to write SMSF loans.
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.
If you have any issues or queries with this process just contact our accreditations team: [email protected]