Use your Property Hub watchlist to monitor properties your clients own or are interested in. When these properties are listed or sold, you'll receive alerts—allowing you to identify refinance opportunities and reach out to customers at the right time.
You can add properties in two ways: bulk upload a CSV file of client addresses, or search and add individual properties.
Bulk upload properties from Mercury Nexus
Prepare your CSV file
Step 1: Download your client addresses from Mercury Nexus.
Login to Mercury Nexus.
Click the CRM tile.
From the left-hand menu, select Reports.
Click Custom Report.
Find the master address list and select Download report. This saves an Excel file with client names, emails, and addresses.
Step 2: Delete the columns you don't need.
Open the downloaded Excel file.
Delete the ClientName and ClientEmail columns. You only need the property address column for Property Hub.
Step 3: Save the file as CSV.
Select File > Save As.
Change the file type to CSV (.csv).
Click Save.
Your file is now ready to upload to Property Hub.
Upload your CSV file to Property Hub
Step 1: Log in to Property Hub and navigate to your watchlist.
Log in to Property Hub.
From the top menu, select Watchlist.
Choose the Favourites list where you want to save the properties. Favourites lists let you organise properties by client, loan purpose, or any category that works for your business.
Important If the Upload file button doesn't appear or isn't clickable, you need to add one property manually first. Search for a property, click Watch, and the bulk upload option will then become available.
Step 2: Upload your CSV file.
Click Upload file.
Select your prepared CSV file and click Open.
A confirmation message will appear once the upload is complete. Your properties are now on your watchlist and you'll receive alerts when they're listed or sold.
Add a single property to your watchlist
If you prefer to add properties one at a time, or if you don't have a CSV file ready:
Step 1: Search for the property.
Use the search bar in the Property Hub dashboard to find the property by address.
Step 2: Add it to your watchlist.
Click Watch.
Choose the Favourites list to save the property to.
A notification will confirm the property has been added.
Need help?
If you need help using Property Hub or managing your watchlist, contact your Partnership Manager or email [email protected].