Find out which new features you can take advantage of in Mercury Nexus!
|Apply Online Integration||Y||Improved!|
|Supporting Documents & Financials||Y|
|Custom Opportunity Views||Y|
|Asset Finance Statements||Y|
|Commissions Basic Functions||Y||Y|
|Property Tools Property Reports||Y|
|Interest Only Calculator Widget||Y|
|Conditional Questions in the Questionnaire||Y|
|Customer Centre/Doc Centre/Docusign email Templates||Y|
|Admin Basic Functions||Y||Y|
|Asset Finance CRM (In Development)||Q3|
Tabbed Interface: have multiple records open at once for easy navigation between opportunities, people, calculators and tasks.
Apply Online Integration: getting you as close to four green ticks in Apply Online as possible. Employment, loan information & financials are now populated automatically when you submit to Apply Online
Compliance (planned): with features like PD register, complaints, entertainment register, and MARs Corrective actions, the new application will centralise your compliance activities making compliance and easier more integrated process.
Reporting (planned): expanding the current reporting suite in CRM to include more detailed reporting about your business performance.
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.