What is an Opportunity record

Opportunity is the term used to refer to loans or potential loans. 

What does an Opportunity store?

An Opportunity in Mercury stores all the information related to a loan or potential loan, including:

• Contact records.
• Communication with clients - email, SMS, notes.
• Tracking progress of the loan through the various stages - lodged through to settled.
• Compliance documents.
• Loan details.
  
  

Opportunity Record

An Opportunity record in Mercury has a number of functions in the left-hand panel that allow you to store all the relevant information and documentation relating to the loan.

• Details - this is where you fill in the details of the Opportunity. 
• Contacts - add an existing or new contact. 
• Notes - an interaction with the client can be added as a Note. Outgoing email and SMS are automatically stored here.
• Tasks - stores the tasks set for that Opportunity. 
• Customer Centre - Your portal where the Clients can upload data and documents.
• Doc Centre - Your portal to request documents from your Clients.
• Attachments - stores the Compliance documents. You can upload documents related to the loan here. 
• Questionnaires - stores the questionnaires. 
• Notepad - a miscellaneous scribble board for your own use.
• Financials - stores the Clients Living Expenses, Income, Liabilities
• Calculations - this is where you store calculations you have done for the loan. 
• Products - this is where Product details are stored. 
• Lodgements - an audit log of attempted Apply Online and Loan App applications.
• Review Actions - Compliance audit requirements.
• History - stores the Status Change History and Change Log for the record.