Find out which new features you can take advantage of in the new platform!
|Apply Online Integration||Y||Improved!|
|Send Supporting Documents to Apply Online||Y|
|Connective Community||Coming Soon!|
|Combined Financials (from People to Opportunities)||Y|
|Doc Centre (beta)||Y|
|Custom Commissions Grids||Y|
|Admin (in development)||Y||Q2|
|Analytics (in development)||Q2|
|Asset Finance CRM (planned)||Q2|
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
Admin (in development): like Mercury 5 admin, but better. The new Admin app will allow you to customise anything client facing like the Customer Centre, email templates and merge document, take advantage of our new Bulk SMS capability, customise your Opportunity Kanban, and much much more.
Analytics (in development): access to interactive pre-built reports, where you can quickly and easily deep dive into your Mercury data, allowing you to gain greater insight into the performance of your business. The Analytics app puts more data at your fingertips, in an easy to use, interactive interface.
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.
Asset Finance CRM (planned): a dedicated Asset Finance CRM, allowing you to capture more data for your Asset Finance opportunities, Companies, People and Trusts.