Connective

You can link a Loan Account to an Opportunity in Mercury Nexus. Once linked, you can view the commission payments directly from the Opportunity.

How to link a Loan Account to an Opportunity

Before you can link a Loan Account to an Opportunity, the Loan Account MUST be already loaded in the Commissions tab in the Loan Accounts section.

Open the Opportunity, and select Products from the left-hand panel.

Highlight the Product and click the Commissions heading.

Search for the Loan Account you want to link to the Opportunity and click Choose.

After adding the Loan Account, you will the be able to see the Commission payments listed underneath the Product

1. Before you can link a Loan Account to an Opportunity, the Loan Account MUST be already loaded in the Commissions tab in the Loan Accounts section.
2. Open the Opportunity, and select Products from the left-hand panel.
3. Highlight the Product and click the Commissions heading.
 
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4. Click Select Loan Account
 
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5. Search for the Loan Account you want to link to the Opportunity and click Choose.
 
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6. After adding the Loan Account, you will the be able to see the Commission payments listed underneath the Product

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