The Client Centre is your client's view of your opportunity. It allows your clients to easily provide you with their personal information, supporting documentation and complete questionnaires. As well as allowing you to send documents directly to your client for viewing and downloading.
The Client Centre is secured using two-factor authentication so you can ensure your clients information is protected.
Enabling the Client Centre for your Opportunity
When you enable the Client Centre for an opportunity any data contained in your people and opportunity records will automatically be visible in the Client Centre. As your client updates this information it is sent back to your Mercury CRM in real time.
When providing access to applicants you must have at a minimum a name, email and mobile number for your applicants in their contact record. Their contact record will also need to be linked to the opportunity you are generating the Client Centre from.
Only contacts listed as a Primary Applicant, an Applicant or a Guarantor can be provided with access the Client Centre.
To enable the Client Centre, open your opportunity navigate to the Client Centre tab
Create a new Client Centre application, add your contacts and then enable the sections you want to make available for them:
Understanding each section in the Client Centre
The Home Page
The front page of the Client Centre is a the welcome for your client(s). From here they can download documents, like your credit guide and or merged funding position document.
Note: Electronic signing of documents is not currently available.
On the front page of the Client Centre you can also enable a financial profile, that once your clients have completed their financials, will show them a summary of their living expenses and their income vs expenses.
The Borrower Section
Under borrower all applicant's enabled on the opportunity will be listed with their sections. In each section applicants will be able to:
- update their own personal details
- update their address details
- provide employment details
- upload their own documents
- complete questionnaire sections
- provide any information of behalf of any other applicant that has also been enabled on the opportunity
The document upload section contains the document request for each client.
Any doc request attached to your opportunity can be enabled in the Client Centre. You can create a doc request from the doc requests tab or from the Doc Centre section.
See Doc request end to end process to learn how to create a doc request.
The financial profile section of the Client Centre is always enabled. Financials are shared among all applicants on the opportunity.
Here you can collect
Loan Preferences (Questionnaires)
Any questionnaire that that is attached to your opportunity can be made available in the Client Centre. With the new questionnaires in Admin, you can also choose which section of the Client Centre you wish for each module to be displayed in.
Whether that be the Loan Preferences section, where either of the applicants can complete or duplicated in both applicant sections.
See Admin questionnaires for more info on how you can set up
Note: Mandatory fields in the Questionnaire are marked with an asterisk - however clients can still submit the client centre without completing these fields.