Connective

Using the CRM Reports

Learn how to use the Fixed Rate dashboards in the Analytics app to identify expiring loans and trigger proactive client engagement.

Managing fixed rate expiry reports in Mercury Nexus

Learn how to use the Opportunity Report dashboards to analyse your sales funnel, conversion rates and business performance.

Opportunity report in the Analytics app

Commissions report

Application and Settlement Data

Mercury Nexus Sales Funnel

Access and request custom reports in Mercury Nexus

Custom Reports

Learn how to generate a Lead Source Report to measure return on investment and track performance by source.

Generating a lead source report in Mercury Nexus

Learn how to generate and customise a Business Statistics Report to analyse overall business performance.

Generating a business statistics report in Mercury Nexus

Learn how to generate and customise a Settlement Report in Mercury Nexus to track performance and analyse business results.

Generating a settlement report in Mercury Nexus

Report on Tasks Completed

Learn how to generate a Notes report to view and export notes created across Opportunities, People and Company records.

Reporting on Notes in Mercury Nexus

Learn how to generate an Emails report to track emails sent from Mercury Nexus, including delivery, opens and bounces.

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 in Mercury Nexus to analyse opportunities, applications, settlements, commissions, and upcoming loan expiries.

Use the Analytics app to track and improve your business performance

Learn how to identify upcoming interest only expiries and missing expiry dates using the Analytics App dashboards.

Use the interest only expiry reports in Mercury Nexus

Business Insights

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Build your first workflow and watch it run end to end.

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A quick lap of the product so you know where everything lives.

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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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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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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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