Connective

How Living Expenses are Categorised in the Borrowing Capacity Calculator

Self Employed Income Wizard

Creating a Funding Position Calculation

Use this guide to understand each servicing result shown in the Mercury Nexus Borrowing Capacity Calculator and how to interpret lender outcomes for your client.

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

Understand why product rates may change between Product Comparison, your Opportunity, and the Credit Proposal Disclosure template.

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?

Learn how to register with illion and activate credit checks within Mercury Nexus.

Enable credit checks in Mercury Nexus

Learn how to request a free illion credit check within an Opportunity in Mercury Nexus.

Running a free illion credit check in Mercury Nexus

Understand common questions about illion and Equifax credit reports, score differences and troubleshooting errors.

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

Find answers to common questions about Equifax credit checks in Mercury Nexus, including pricing, billing, scoring and report interpretation.

Equifax credit checks – frequently asked questions

How to use the Borrowing Capacity Calculator

Learn how to save and link a borrowing capacity calculation to an opportunity in Mercury Nexus.

Saving and attaching a borrowing capacity calculator to an opportunity

Use this guide to connect Microsoft Teams, Google Meet or Zoom to Mercury Nexus and import meeting transcripts into your opportunities. This allows you to generate tasks, customer actions and…

How to import meeting transcripts into an opportunity

Learn how to track, manage, and receive updates on properties using the Property Watchlist feature.

Using the property watchlist in Mercury Nexus

Managing Applications

Find out how DocIQ works in Mercury Nexus, and use this guide to configure your naming templates and rename documents automatically when you upload them to an opportunity.

DocIQ - Automatically Rename Documents in Mercury Nexus

DocIQ - Extract Data from Identity Documents

Process applications more efficiently by automating document handling in Mercury Nexus.

DocIQ

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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