How to create a new Opportunity record

Opportunity is the term used in Mercury to refer to a loan or potential loan. The Opportunity record stores all information related to an application or potential loan, including:

• Person records (The client details)
• Financial Information for your clients
• Calculations relating to this application
• Communication with the clients (Email, SMS, Notes, Questionnaires)
• Documents relating to this application

New Opportunity record can be created either from the Opportunities section or a Person record.

From the Opportunities section open a new tab to start a new Opportunity.

Or from the Add button in the Opportunities section of a Person record.

Data entry will be saved automatically as you work. 

Tip: Give your Opportunities meaningful names so they can be easily discerned at a glance.

Example 'Joe & Jane Bloggs O/O Purch Collins St, VIC 3000 Jan 2020'