The Customer Centre is a secure platform where your clients can go to update or provide you with their personal and loan information.
Who can access the Customer Centre?
Any contact listed as a Primary Applicant, an Applicant or a Guarantor can be provided with access the Customer Centre.
You will need to have the Customer Centre role assigned to your Mercury Profile.
The Customer Centre is in beta. If you would like to take part in the Beta, please contact the Mercury Helpdesk.
How your clients access the Customer Centre
The Customer Centre is a secure platform which requires via 2-factor authentication to gain access. This is done by sending them a unique link via email, and a unique code send via SMS.
Because of this you will need to have at a minimum a Name, Email and Mobile number for your client in order for them to be able to access the Customer Centre.
What information can be captured in the Customer Centre
The following information from your People and Opportunity records will be pushed to the Customer Centre when you send your clients access. As your clients update this information it is sent back to your People and Opportunity records:
Sending the Customer Centre link to your clients
Once you have created your Opportunity, navigate to your clients contact record (which contains their mobile and email):