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Mercury Nexus
232 articles
Accessing CitoPlus
CitoPlus FAQs
About Mercury Nexus
Mercury Launcher
Navigating the Mercury Nexus platform
Switching Between Virtual Branches
Get to know the CRM
About the CRM Dashboard
My Workspace
About the Opportunity Kanban
Using the CRM search filters
Personalising columns
Filtering columns
About the Admin app
Managing tasks
Bulk reassign tasks
Sending SMS text messages from Mercury Nexus
Expand the preview area on notes, tasks and documents
Managing the Mercury inbox
Assigning Emails to a Record with Mercury Inbox
Update multiple opportunities
Importing your client data to Mercury Nexus
Assigning a Relationship Manager to Multiple People Records
How to Move Records to Virtual Branches
Automations (auto actions) available in Mercury Nexus
Creating and managing user accounts
Creating Email Templates
Creating task templates
Creating people categories
Managing notifications
Customising lead sources
Stay informed with notifications
Customising opportunity types
Creating document categories
Setting up auto actions
Inserting text using snippets
Using merge fields in your own documents
Save your favourite views
Customise Lenders in Mercury Nexus
Customising statuses and status groups
Customising and uploading document templates (ACL holders)
Managing workflow automations
How to Sync Contacts from CRM to a Google (Gmail) account contact list
Connective Wiki
Connective Community
Support for you
Contacting the Helpdesk
Stay up to date with Nexus News
Providing feedback
Reporting bugs
Nexus Notes FAQ
Navigating the new Nav Bar
Transferring full or partial data to another Mercury Nexus CRM partner group
Adding your logo into Mercury Nexus
Setting up your email signature
Register your mobile phone number in Mercury Nexus
Setting Up Virtual Branches
Using your brand colours in the Client Centre
My primary email address
Manage Connective invoices
Recording CPD points
Creating a CPD points report
Exporting data from Nexus to Excel
How to export all raw data
Lender Communications Email Field
About the Client Centre
Client Centre User Experience
Enabling the Client Centre for your Opportunity
Sending your Client Access to the Client Centre
Sending Disclosure Documents To Your Clients From The Client Centre
Creating and Cloning Doc Centre templates
About the Doc Centre
Creating Doc Centre Requests
Creating Doc Centre invitations
Sending Doc Centre invitations
Sharing your documents in the Client Centre
Reviewing and Accepting Documents in a Document Request
About Questionnaires
Creating and editing questionnaires
Managing Questionnaires in your Opportunity
Using Questionnaires in the Client Centre
Master Questionnaire template
Creating Conditional Questions
How to Download or Print Questionnaires
Using The Client Centre Summary Merge Template
Mercury Insider Program
New Needs Analysis Questionnaire
About CRM Opportunities
Creating an Opportunity
Attaching People or Contact Record to an Opportunity
Sending an Email from your Opportunity
Attaching a Funding Position to an Opportunity
Adding Products to an Opportunity
Adding a Referrer to the Opportunity
Sharing your Opportunity with Another Loan Writer
Cloning an Existing Opportunity
Quick-view Slider for Opportunities
Compliance Best Interests Duty (BID)
About the Compliance Centre
Assigning Evidence in the Compliance Centre
Your Obligations around Tax File Numbers
Reset or Update Mercury Nexus Account Password
Access Levels in Mercury Nexus
Using Access Groups
Disabling Mercury Nexus User Accounts
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 Centre
Managing File Reviews
Using Mercury Nexus While Travelling
What is the User History Log?
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
How to create a Product Comparison Calculation
Editing Product Rates in a Product Comparison
How to Create a Product Split or Package in a Product Comparison
Why is the Product Rate different in the Credit Proposal Disclosure, Products and Product Comparison?
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
Run a credit check in Mercury Nexus free of charge
Free Credit Checks - FAQs
Transferred Information to Apply Online
Sending Attachments to Apply Online
Using the CRM Reports
Fixed rate expiry report
Opportunity report
Commissions report
Application and Settlement Data
Mercury Nexus Sales Funnel
Custom Reports
Generating a Lead Source Report
Generating a Business Statistics report
Generating a Settlement Report
Report on Tasks Completed
Report on Notes
Report on Emails
Report on Email Batches
Report on SMS Marketing Birthday messages
Report on TFN Redaction
Reporting on Activities
About the Analytics App
Interest Only expiry report
Lender Approval Time Detail
Lender Approval Time Comparison Chart
Lender Approval Time Dashboard
Filter Lenders
Updating your Preferential Service Lenders
Updating your Top Six Lenders
Lender BDM Contact Details
Loan Product Fact Sheets
Finding Specialised Lender Products
Product Changes
Lender Security Type and Income Policy Information
How to add and maintain custom lender products
How to access Brokerpedia
Mercury API FAQs
How to use Credit Ready (Cashdeck)
Managing Mercury API Webhooks
Managing Opportunities
Zapier University 102
Managing assets
Zapier University 101
Managing liabilities
Managing related parties
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
Search contacts
HTML Calculators
Lead Capture Forms
Popular things to do with Zapier
Creating your own Zap
Nexus Financials Other Income Endpoint
Contact Us form
Using Zap Templates
Nexus Financials Living Expenses Endpoint
Mercury Connect API Swagger 2.0 Update
Getting Started with Zapier
About Zapier
API Integration
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