Use this guide to find lender-specific commission rates, clawback conditions and related documents. You’ll use the Research app in Mercury Nexus to check lender payments and access supporting resources.
Where lender commission information is stored
The Research app in Mercury Nexus holds all lender documents, news items, product details and commission information.
You can use it to check:
upfront and trail commission rates
clawback rules
offset and balance adjustments
channel-specific variations (e.g., direct vs broker rules)
lender product updates
forms, guides and policy documents
Viewing the Commission Schedule
You can see all lender commission rates in one place using the Commission Schedule.
To view the schedule:
Log in to Mercury Nexus.
Open the Research app.
Select Commission Schedule from the left-hand navigation.
The schedule displays:
upfront and trail rates
payment frequencies
minimum balances
clawback periods
any lender-specific rules that impact commission
Tip:
Use the search bar in the schedule to quickly locate a lender.
Commission Guide
Where to find clawback information
Clawback rules can be found in two places:
1. Commission Schedule (Research app)
Shows lender-specific clawback periods and percentages.
Examples may include:
100% clawback if discharged within 12 months
stepped clawback periods (e.g., 100%/50%/25%)
trail protection rules
balance or offset calculations that impact clawback
2. Commission Guide (Wiki)
The Commission Guide contains detailed explanations of:
how clawback works
how the calculation is applied
scenarios that trigger clawback
offsets and adjustments
broker obligations
See Commission Guide
Important:
Clawback policies vary by lender. Always confirm the details for the lender you are working with.
Need help?
If you need help finding commission or clawback information, contact your Partnership Manager or email [email protected].