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.
The Business Owner of a business can onboard a new Broker by following the process below.
Before you onboard the Broker you need to make sure they have access to Mercury. Refer to How to manage Mercury user accounts.
Onboarding a new Broker
You can add a new Broker to your business via the Membership Centre in Mercury Nexus.
Note: this is only available to Business Owners.
Navigate to Add a Broker in the Membership Centre.
Choose the name of the Broker from the list of Mercury Users and click Start Application.
Complete the following fields in the application form:
Title
Business Owner – select the Business Owner who will sign off the Broker’s application form.
Relationship to your business – choose appropriate option from drop down list. If the relationship is contractor, then enter the ABN number.
Choose the appropriate radio button to identify who the Broker will trade as. This is only applicable if the Broker is a contractor.
Click Submit
The Broker will receive an email prompting them to sign the application form and upload the required documents into the Membership Centre. The Business Owner can also view and update documents on the Broker’s behalf.
Note: If you do not see the person listed in the Add a Broker section. Make a small change to their account via Manage Users and then try again after 10 minutes.
Applications in progress
The Business Owner can see a summary of all applications in progress and can review the full application in detail, including the Connective Onboarding Team contact, by clicking on Document Upload.
The Business Owner can upload documents on behalf of a Broker by clicking on Document Upload.
How to upload documents
Both the Business Owner and Broker have access to the Membership Centre to upload the required documentation.
Click the Upload Document Here button.
The Broker needs to upload all the documents listed in the Required Checklist Items list.
