Use this guide to manage your lender accreditations in Mercury Nexus, including how to request new accreditations, transfer existing ones, upload required documents and track the progress of each request.
How Brokers 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. 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.
Requesting your accreditation forms during onboarding
During onboarding, you can request to transfer your existing accreditations and choose new lenders you wish to be accredited with. Once all onboarding documents have been uploaded, you will receive a link via email to the My Accreditations page.
Follow these steps:
Click the link supplied in the email.
If you have existing accreditations to transfer, select Yes and choose the lenders you want to transfer.
Select lenders for any new accreditations you wish to request.
Accreditation forms will be emailed to you.
Upload your completed forms via the My Accreditations page. See Uploading Documents.
Managing your accreditations in Mercury Nexus
You can manage all accreditation requests by opening Accreditations in Mercury Nexus.
Note:
If the Accreditations tile is not appearing on your Mercury dashboard or you haven’t received a link to commence your accreditations, please contact [email protected].
What you can do in My Accreditations
You can:
View existing lender accreditations
Request new accreditations
Request to transfer accreditations to Connective
Download lender accreditation forms
Track the progress of your accreditation requests
Access all details required to complete lender forms
Requesting lender accreditations in bulk (during onboarding)
If you request multiple accreditations during onboarding, you will receive an email containing a link to the Membership Centre.
Follow these steps:
Click the link supplied in the email.
If you have existing accreditations to transfer, select Yes and choose the lenders to transfer.
Select lenders for any new accreditations you wish to request.
Forms will be emailed to you.
Upload completed forms via My Accreditations in the Membership Centre.
Requesting a new lender accreditation
To request a new lender accreditation:
Click Lender search and select the lender from the lookup window.
Select New.
Click Download lender form — the 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 for accreditation
Some lenders manage their accreditation process via their own online portal instead of a downloadable PDF form.
When a lender uses a portal:
Submit the accreditation request in Mercury as usual (bulk onboarding or new lender accreditation).
After the request is submitted, an email containing the lender’s portal link is sent to your nominated contact.
This email usually comes from the accreditation team and includes instructions to complete the accreditation online.
Follow the steps in the lender’s portal to:
Provide required business and individual details
Upload any supporting documentation requested
Submit the accreditation for assessment
Important
Each lender’s portal and accreditation requirements are different. Always follow the instructions in the email and on the lender’s portal, and complete all required fields and uploads before submitting.
Tip
If you are unsure whether a lender uses a portal or a PDF form, check the instructions in the accreditation email or contact [email protected] for clarification.
Transferring an existing accreditation to Connective
Select Transfer.
Click Lender search and choose the lender.
Enter your existing lender ID.
Click Download lender form — the form will be emailed to you.
Upload the completed form under the relevant accreditation.
If you cannot upload documents, email them to [email protected].
Uploading documents
You can upload all required accreditation documents directly in My Accreditations.
Select Upload documents.
Upload checklist items using Upload documents here or drag and drop the documents.
Submit your accreditation once all documents have been uploaded.
Important
Documents provided during onboarding do not need to be provided again, but the Connective Accreditations team will contact you if additional documents are required.
Understanding your accreditation status
Connective tracks your accreditation progress as it moves through each stage with the lender. You can view the status at any time in My Accreditations.
If you receive a lender approval email and the status has not been updated, please forward the email to [email protected] so the team can update your broker ID and mark the accreditation as Accredited.
Accreditation status types
Requested – You have requested the accreditation but it has not yet been actioned.
Pending Info from Broker – More information or documents are required before the request can be submitted to the lender.
More info requested by Lender – The lender requires further information from you.
Submitted to lender – All documents have been sent to the lender.
Training pending – The lender requires you to complete accreditation training.
Training not completed – Required training has not been completed.
Accredited – The lender has approved your accreditation.
Accredited + SMSF – Accreditation includes authority to write SMSF loans.
Rejected/declined – The lender has declined the accreditation.
Lapsed – Required information was not provided.
Withdrawn by Broker – You have requested the accreditation be deactivated.
Pending Activation – Accreditation is approved but awaiting active Connective membership.
Lapsed Diploma not supplied – A diploma was required within 12 months but was not provided.
Need help?
If you need help managing your lender accreditations, contact your Partnership Manager or email [email protected].