Find out which new features you can take advantage of only in Mercury Nexus.
|
|
Mercury 5 |
Mercury Nexus |
| General | ||
| Work on multiple records with the tabbed interface | Y | |
| Never hit the save button again with automatic saving | Y | |
| Reduce data entry with richer data transfer to Apply Online | Y | Improved! |
| Save time and send supporting documents Apply Online | Y | |
| Connect with members with the Connective Community | Y | |
| Provide feedback on Nexus via the Sentiment Survey | Y | |
| CRM | ||
| Capture your clients full set of living expenses | Y | |
| Capture more with our richer data capture in employment | ||
| Reduce your data entry and clone opportunities | Y | |
| Quickly view basic record data with Quick View Slider | Y | |
| Reduce data entry and clone financials | ||
| See where all your deals are up to a glance on the Kanban | Y | |
| Create custom views of all of your deal with saved views | Y | |
| Capture multiple forms of ID | Y | |
| Office 365 Outlook Integration | Y | |
| Assigning multiple emails at once with the Mercury Inbox | Y | Improved! |
| Interact with your clients via the Client Centre | Y | |
| Capture clients supporting documentation in the Doc Centre | Y | |
| Gain greater insight into your business with more Reports | Y | |
| Commissions | ||
| Manage all of your Asset Finance statements | Y | |
| Research | ||
| Lender Approval Report | Y | |
| At the click of a button download Property Report | Y | |
| More insights with the Interest Only Calculator | Y | |
| Admin | ||
| Greater control over user access with access groups | Y | |
| Improve user experience with dynamic questionnaires | Y | |
| Save time with Doc Centre templates | Y | |
| Customise clients' user experience with email templates | Y | Improved! |
| Compliance | ||
| Best Interests Duty (BID) | Y | |
| Asset Finance CRM (In Development) | Q2 |
What's New?
Tabbed Interface: have multiple records open at once for easy navigation between opportunities, people, calculators and tasks. See here for more.
Automatic Saving: data saves automatically when you exit a field, so you never loose a thing and save a few mouse clicks along the way. See here for more.
Richer data transfer to Apply Online: getting you as close to four green ticks in Apply Online as possible. Employment, identification, loan information & full financial date now populated automatically when you submit to Apply Online. See here for more.
Supporting Documents to Apply Online: send your clients supporting documents to Apply Online at the click of a button, where they can be easily categorised. See here for more.
Connective Community: easily access the Connective Community from Apps and connect with other Connective members to discuss loan scenarios, tips and tricks with Mercury Nexus and much more. See here for more.
Sentiment Survey: Provide feedback directly to the Connective team.
Living Expenses: capture your clients full set of living expenses. See here for more.
Richer Employment capture: capture your clients employment history, add income against their employment and populate employer details using the ABN/Employer name search. See here for more.
Opportunity Clone: clone an existing opportunity and save on double data entry. See here for more.
Quick View Slider: A single mouse click slides out a quick view of Opportunity information in the CRM tab. See here for more.
Opportunity Kanban: opportunity Kanban is automatically generated from your statuses so you can visualise your opportunities as they progress through your pipeline. See here for more.
Multiple forms of ID: capture multiple forms of identification for your clients. See here for more.
Office 365 Outlook Integration: Link your Outlook directly to Mercury Nexus to upload your email correspondence. See here for more.
Mercury Inbox: assign multiple emails, including any attachments, to an opportunity. See here for more.
Client Centre: interact with your clients secure portal where your clients can provide you with their personal, loan and financial information, upload documents, as well as answer questionnaires. See here for more.
Doc Centre: electronically collect your clients supporting documentation using the Doc Centre. See here for more.
Asset Finance Statements: manage all of your asset finance statements from Commissions.
CPT Property Report: Download a property tools report from your funding position in Research.
Interest Only and Year to date calculator: enrich your client conversations with the interest only and year to date calculators in Research. See here for more.
Access groups: maintain control over user access with access groups in admin. See here for more.
Dynamic Questionnaires: configure questions in your questionnaire to be conditional. Meaning they only display when a required response has been given. And choose where your questionnaire modules display in the Client Centre. See here for more.
Doc Centre Templates: create client Doc Centre templates for all of your doc requests in Admin. See here for more.
Email Templates: customise the welcome emails sent with Client Centre, Doc Centre and DocuSign. See here for more.
Compliance BID Connective has designed a compliance workflow to assist our brokers to comply with these new regulations.
Coming Soon!
Asset Finance CRM (in development): a dedicated Asset Finance CRM, allowing you to capture more data for your Asset Finance opportunities, Companies, People and Trusts.
Comments
0 comments
Article is closed for comments.