Mercury Nexus
269 articles
About Mercury Nexus
Mercury Launcher
Navigating the Mercury Nexus platform
Switching Between Virtual Branches
Get to know the CRM
Use the CRM dashboard in Mercury Nexus
My Workspace
Comprehensive Guide to Using the Kanban Board for Brokers
Using the CRM search filters
Personalising columns
Filtering and customising grid columns in Mercury Nexus
Access and manage settings in the Admin app (Mercury Nexus)
Automate Mercury with Zapier
Bulk generation of new Tasks on opportunity records
Sending single SMS messages from Mercury Nexus
Expand the preview area on notes, tasks and documents
Managing the Mercury inbox
How to update multiple opportunity statuses in bulk
Importing your client data in bulk to the Mercury Nexus CRM
Assigning a Relationship Manager to Multiple People Records
How to move Person or Opportunity records to Virtual Branches
Automations (auto actions) available in Mercury Nexus
Creating and managing user accounts
Creating and Editing Email Templates
Creating task templates
Creating people categories
Managing notifications
Customise lead sources in Mercury Nexus
Stay informed with notifications
Customising opportunity types
Creating document categories
Setting up auto-actions in Mercury Nexus
Inserting text using snippets
Using merge fields or tags in your own merge template documents
Save your favourite views
Customise Lenders in Mercury Nexus
Customising statuses and status groups in Mercury Nexus
Customising and uploading document templates (ACL holders)
Managing workflow automations
Sync CRM contacts to your Google (Gmail) account
Connective Wiki
Connective Community
Support for you
Contacting the Mercury Helpdesk
Stay up to date with Nexus News
Providing feedback
Reporting bugs in Mercury Nexus
Mercury Nexus Notes - FAQ's
Navigating the new Nav Bar
Delete a virtual branch in Mercury Nexus
CRM persistent open tabs
Using the Change Log in Mercury Nexus
How to recover Notepad from the Change Log
How to reassign multiple tasks in bulk
How to set the default font for the Nexus text editor
Connective AI
How to use OneView in the CRM
How to use Rate Reviews in the CRM
How to Locate Spam SMS Messages and Mark Them as Safe (for OTP and Support Queries)
Transferring full or partial data to another Mercury Nexus partner group
Adding or replacing your company logo in Mercury Nexus
Setting up email signatures (email profiles) in Mercury Nexus
Register your mobile phone number in Mercury Nexus
Managing Virtual Branches in Mercury Nexus
Using your brand colours in the Client Centre
Update your primary email address in Mercury Nexus
Recording CPD points
Creating a CPD points report
Exporting data from Nexus to Excel
Export raw data from Mercury Nexus
Communications Email Field(Previously Lender Communications Email)
About the Client Centre
Client Centre User Experience
Enabling the Client Centre for an opportunity
Sending client access to the Client Centre
Sending disclosure documents via the Client Centre
Creating and Cloning Doc Centre templates
About the Doc Centre
Creating Doc Centre request
Creating Doc Centre invitations
Sending Doc Centre invitations
Sharing your documents in the Client Centre
Reviewing and Accepting Documents in a Document Request
Using Questionnaires in Mercury Nexus
Creating and editing questionnaires
Managing Questionnaires in your Opportunity
Choose where a questionnaire appears in the Client Centre
Creating a custom questionnaire from the Master template
Creating Conditional Questions
How to Download or Print Questionnaires
Using The Client Centre Summary Merge Template
Mercury Insider Program
Use the Home Loan – Needs Analysis questionnaire in Mercury Nexus
The new Client Portal
About CRM Opportunities
Creating an Opportunity
Attaching People or Contact Record to an Opportunity
Sending an email from an Opportunity in Mercury Nexus
Attaching a funding position to an Opportunity
Adding a Referrer to the Opportunity
Sharing your Opportunity with Another Loan Writer
Clone an existing opportunity in Mercury Nexus
Quick-view Slider for Opportunities
Applying products to Opportunities from a Product Comparison
Creating a Product Comparison Package using specialised products
Compliance Best Interests Duty (BID)
Your Obligations around Tax File Numbers
Reset or Update Mercury Nexus Account Password
Access Levels in Mercury Nexus
Manage access to Mercury Nexus using access groups
Disabling a Mercury Nexus user account
How to Delete and Restore Person, Opportunity, Note and Task Records
Setting up Multi-Factor Authentication (MFA)
Reset your Multi-Factor Authentication (MFA)
Using a Chrome Extension for Multi-Factor Authentication
Using Snippets in the Compliance Workflow
Managing File Reviews
Using Mercury Nexus While Travelling
What is the User History Log?
Professional Development (CPD) register requirements
BEST PRACTICE TO MEET PROFESSIONAL DEVELOPMENT
Rate reductions – responsible lending and BID requirements
Completing a Borrowing Capacity Calculation
Understanding the Borrowing Capacity calculator
How Living Expenses are Categorised in the Borrowing Capacity Calculator
Self Employed Income Wizard
Creating a Funding Position Calculation
Understanding servicing results in the Borrowing Capacity Calculator
How to create a standard Product Comparison Calculation
Editing Product Rates in a Product Comparison
How to Create a Product Split or Package in a Product Comparison
Why the product rate differs between product comparison and credit proposal disclosure?
Using Calculator Widgets
Adjusting Revert Rates
Calculating LMI Premiums
Why are my Apply Online Living Expenses Divided into Individual Entries for Some Lenders?
Enable credit checks in Mercury Nexus
Running a free illion credit check in Mercury Nexus
Free credit checks – frequently asked questions
Transferred Information to Apply Online
Sending Attachments to Apply Online
How to create an OwnHome Deposit Boost package
Run an Equifax credit check in Mercury Nexus
Equifax credit checks – frequently asked questions
How to use the new Borrowing Capacity Calculator
Saving and attaching a borrowing capacity calculator to an opportunity
Using the CRM Reports
Managing fixed rate expiry reports in Mercury Nexus
Opportunity report in the Analytics app
Commissions report
Application and Settlement Data
Mercury Nexus Sales Funnel
Custom Reports
Generating a lead source report in Mercury Nexus
Generating a business statistics report in Mercury Nexus
Generating a settlement report in Mercury Nexus
Report on Tasks Completed
Reporting on Notes in Mercury Nexus
Reporting on emails in Mercury Nexus
Report on Email Batches
Report on SMS Marketing Birthday messages
Report on TFN Redaction
Reporting on Activities
Use the Analytics app to track and improve your business performance
Use the interest only expiry reports in Mercury Nexus
Lender Approval Time Detail
Lender Approval Time Comparison Chart
Lender Approval Time Dashboard
Filtering lenders in product search and comparison
Updating your Preferential Service Lenders
Updating your top six lenders in your Credit Guide
Find lender BDM contact details in Mercury Nexus
Loan Product Fact Sheets
Finding Specialised Lender Products such as Bridging in a Product search
Product Changes
Lender Security Type and Income Policy Information
Add and maintain custom lender products in Mercury Nexus
Access Brokerpedia through Mercury Nexus
Mercury API FAQs
How to use Credit Ready (Cashdeck)
Managing Mercury API Webhooks
Managing Opportunities via the Mercury API
Zapier University 102
Managing assets
Complete Zapier University 101
Managing liabilities
Managing related parties via the Mercury API
Office 365 Integration FAQs
Send emails and SMS's to applicants listed on an Opportunity
Searching Opportunities and Contacts
Office 365 Outlook Integration
Post to Facebook when a Loan is approved
Search opportunities
Using Lead Capture Forms
Track Opportunity Status changes in Trello
Searching contacts via the Mercury API
Adding HTML calculators to your website
Connective Lead Capture Forms
Popular things to do with Zapier
Creating your own Zap
Nexus Financials Other Income Endpoint
Contact Us form
Using Zap templates with Mercury
Nexus Financials Living Expenses Endpoint
Mercury Connect API Swagger 2.0 Update
Getting started with Zapier and Mercury Nexus
About Zapier
API integration with Mercury Nexus
Mercury Connect
Contact us form for website leads
Zapier FAQ's
Getting Started with Mercury API
Sign up for Credit Ready by creating an account with CashDeck
Credit Ready by CashDeck Pricing for Credit Reps and ACL Holders
Contact Us form for Asset Finance leads
How to create a Person record via an API POST payload
How to create an Opportunity record via an API POST payload
Search for a Person record by email using the Mercury API
Credit Ready (Cashdeck) Support
Connection Lost message in Nexus
Improving Mercury Nexus Email Deliverability with SPF and DKIM
(Coming soon!) Understanding the Client Portal request section in an opportunity
(Coming soon!) How your clients complete a Client Portal request
(Coming soon!) Creating and managing Client Portal requests in an opportunity
(Coming soon!) Controlling Basic Settings & Reminders in a Client Portal request
(Coming soon!) Managing Documents to Share in a Client Portal request
(Coming soon!) Managing DigiSign enabled documents in a Client Portal request
(Coming soon!) Managing Client Details and Financials in a Client Portal request
(Coming soon!) Managing Questionnaires in a Client Portal request
(Coming soon!) Managing Document Requests in a Client Portal request
(Coming soon!) Previewing a Client Portal request
(Coming soon!) Sending a Client Portal request