Mercury Nexus
293 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 and editing SMS 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)
- How can I troubleshoot and resolve task visibility issues in Connective CRM?
- How to resolve ApplyOnline validation errors caused by employment history gaps?
- How can I troubleshoot Mercury login issues?
- How can passwords or MFA be reset in Connective, and who is authorized to do so?
- How can I troubleshoot and reset Multi-Factor Authentication (MFA) issues on the Mercury platform?
- Why is the Import Email option greyed out in the CRM, and how can I enable it?
- How to use Loan Reviews in the CRM
- 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)
- Understanding the Client Portal request section in an opportunity
- How your clients complete a Client Portal request
- Creating and managing Client Portal requests in an opportunity
- Controlling basic Settings & Reminders in a Client Portal request
- Managing Documents to Share in a Client Portal request
- Managing DigiSign enabled documents in a Client Portal request
- Managing Client Details and Financials in a Client Portal request
- Managing Questionnaires in a Client Portal request
- Pre-filling and editing questionnaire responses
- Managing Document Requests in a Client Portal request
- Accepting or rejecting documents in the Client Portal request
- Previewing a Client Portal request
- Sending a Client Portal request via email or SMS
- Statuses in a Client Portal request
- Closing a Client Portal request
- Copying the Client Portal invitation link
- Set up reminder emails for Client Portal requests
- Tracking client progress with the Request Overview
- Creating Client Portal Request Templates
- 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 Broker
- 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
- Ensure the correct Product Rate appears in Product Comparison
- Compliance Best Interests Duty (BID)
- Your Obligations around Tax File Numbers
- Reset or update your Mercury Nexus 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
- How can I manage Credit Guide and Credit Quote documents effectively in Connective?
- 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 Borrowing Capacity Calculator
- Saving and attaching a borrowing capacity calculator to an opportunity
- How to import meeting transcripts into an opportunity
- Using the property watchlist in Mercury Nexus
- 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
- Why don’t Bank of China application forms auto-populate from ApplyOnline (AOL), and how can I complete them?
- 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
- IP Whitelisting for Mercury Nexus Integration
- Changes to Client Centre: DigiSign, Doc Requests and Questionnaires
- 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 managing doc request 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
- What should users know about the transition from the Client Centre to the Client Portal?