Connective

Use opportunities in Mercury Nexus to manage your client’s loan application from lead to settlement.

About CRM Opportunities

Creating an Opportunity

Attaching People or Contact Record to an Opportunity

Learn how to send and store emails directly from an Opportunity record in Mercury Nexus.

Sending an email from an Opportunity in Mercury Nexus

Learn how to link a Funding Position calculation to 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

Learn how to add single products or product splits/packages to a Product Comparison and apply them to an Opportunity.

Applying products to Opportunities from a Product Comparison

Lender Products categorised as Specialised will not appear in product searches with non-specialised products. A manual process is required.

Creating a Product Comparison Package using specialised products

Use this guide to make sure the correct Product Rate is applied in the product comparison by entering the full loan amount and the LVR.

Ensure the correct Product Rate appears in Product Comparison

Completing the Deal

Find answers and get help from Intercom Support and Community Experts

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