Connective

Understand how the Client Centre works, what your clients see and how their information syncs back to Mercury Nexus in real time.

About the Client Centre

Client Centre User Experience

Learn how to enable the Client Centre for an Opportunity and allow clients to update their information in real time.

Enabling the Client Centre for an opportunity

Learn how to send Client Centre invitations or generate a secure access link for your clients.

Sending client access to the Client Centre

Learn how to obtain client consent and send disclosure documents electronically using the Client Centre in Mercury Nexus.

Sending disclosure documents via the Client Centre

Create and clone Doc Centre request templates

Use this guide to create and clone Doc Centre request templates in Mercury Nexus. Templates help you standardise document requests, reduce manual work,…

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

Use questionnaires in Mercury Nexus to collect client information and meet your Best Interests Duty obligations.

Using Questionnaires in Mercury Nexus

Create and manage questionnaires in Mercury Nexus

Creating and editing questionnaires

Managing Questionnaires in your Opportunity

Learn how to control where questionnaire sections display in the Client Centre for your clients.

Choose where a questionnaire appears in the Client Centre

Learn how to clone and customise the Master questionnaire template in Mercury Nexus to suit your business workflow.

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

Learn how the Home Loan – Needs Analysis questionnaire works and what your clients will be asked.

Use the Home Loan – Needs Analysis questionnaire in Mercury Nexus

This article provides a guide on how to enable the new client portal, your client's user experience and FAQ's

The new Client Portal

Gathering Client Information

Find answers and get help from Intercom Support and Community Experts

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