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How to resign a Loan Writer
Updated over 7 months ago

Important Note: We have updated various fields and labels to ensure you have a consistent experience in Mercury Nexus. Instead of individually referring to roles as Agent, Advisor, Loan Writer, and Associate, we will now universally use the term "Broker." This change will simplify your interactions across Mercury Nexus.

This article contains information on how to resign individual loan writers. If you intend to cease business arrangements with Connective please contact your Partnership Manager.

A principal owner can initiate the resignation of a Loan Writer from your business via the Membership Centre in Mercury Nexus.

How to start a resignation

  1. Access the Membership Centre via Mercury Nexus.

  2. Click on Resign a Loan Writer.

  3. Find the loan writer you want to start the resignation process for under the Active Loan Writers

  4. Click Start Resignation.

  5. A resignation form appears. Fill in the following details:

    • Resignation date

    • Separation letter – yes or no

    • New Aggregator

  6. Click Submit.

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How to cancel a resignation

  1. Access the Membership Centre via Mercury Nexus.

  2. Click on Resign a Loan Writer.

  3. Find the loan writer you want to cancel the resignation process for under the Resignations in Progress

  4. Click Cancel Resignation.

  5. Click Submit.

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Resignation process

Once you have initiated the resignation process there are several requirements the Loan Writer may need to complete. For more information on the resignation process, please click on the relevant link below:

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