What is an Opportunity record

Opportunity is the term used in Mercury to refer to loans or potential loans. 

What does an Opportunity store?

An Opportunity in Mercury stores all the information related to a loan or potential loan, including:

• People records (client details).
• Communication with clients - email, SMS, notes.
• Tracking progress of the loan through the various stages - lodged through to settled.
• Compliance documents.
• Loan details.
  
  

Opportunity Record

An Opportunity record in Mercury has a number of functions in the left-hand panel that allow you to store all the relevant information and documentation relating to the loan.

• Details - this is where you fill in the details of the Opportunity. 
• Contacts - add an existing or new contact. 
• Notes - an interaction with the client can be added as a Note. Outgoing email and SMS are automatically stored here.
• Tasks - stores the tasks set for that Opportunity. Refer to Creating a Task.
• Attachments - stores the Compliance documents. You can upload documents related to the loan here. Refer to Upload an attachment to an Opportunity.
• Questionnaires - stores the questionnaires. Refer to  About Questionnaires.
• Notepad - a miscellaneous scribble board for your own use.
• A and L - this is where you store information about the client's Assets and Liabilities.
• Calculations - this is where you store calculations you have done for the loan. Refer to How to do a Borrowing Capacity Calculation, How to do a Funding Position and How to do a Product Comparison.
• Products - this is where Product details are stored. Refer to  Product Search and Details.
• History - shows every status change made in the Opportunity.
• Change Log - shows every change made in the Opportunity is stored here.