Important
Connective now uses the universal term Broker across Mercury Nexus instead of Agent, Adviser, Loan Writer or Associate.
Business Owners can use this guide to onboard a new broker in Mercury Nexus through the Membership Centre. You’ll learn how to start a broker application, understand contractor and employee differences, and manage required documentation.
Before you begin
Before onboarding a broker, ensure they already have a Mercury user account. See How to manage Mercury user accounts.
What is broker onboarding?
Broker onboarding is how Business Owners add a new broker to their business in Mercury Nexus. All onboarding is completed in the Membership Centre and only Business Owners can initiate broker applications.
The onboarding requirements differ depending on whether the broker is a contractor or an employee. Contractors must provide business-related documentation, such as an ABN and trading information. Employees generally provide employment-related documentation.
Start a new broker application
Go to Membership Centre in Mercury Nexus and select Add a Broker
Select the broker’s name from the list of Mercury users and click Start application. If the broker does not appear, confirm they are an existing Mercury user
Complete the application form:
Title
Business Owner – select who will sign the Broker’s application form.
Relationship to your business – choose contractor or employee. If contractor, enter the ABN
Trading details – appears only for contractors and determines who the broker will trade as
Click Submit
What happens after submission
The broker receives an email prompting them to sign the application form and upload their required documents.
Business Owners can also upload documents on behalf of the broker.
The initial onboarding checklist is auto-generated. Once the broker’s structure is confirmed, the Onboarding Team will update the checklist to reflect any additional requirements.
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.
View applications in progress
Business Owners can see all applications in progress from the Membership Centre.
From here you can:
View a summary of all applications
Click Document upload to open the full application
See the Onboarding Team contact assigned to the application
Upload documents on behalf of the broker
Upload documents for onboarding
Both Business Owners and brokers can upload documentation through the Membership Centre.
Click the Upload Document Here button.
Upload all items listed under Required Checklist Items
Note: Brokers must use the link in their onboarding email to access the Membership Centre. The tile does not appear on the Mercury dashboard for non-Principal Owners.
Important
The Onboarding Team aims to review and process uploaded documents, and return queries, within 24 hours.
Need help?
If you need help onboarding a new broker email [email protected].