Manage which Lenders Appear in Mercury Nexus

By default, all of Connective's panel lenders are displayed in Mercury Nexus, however you can easily customise this to suit your business. 

How do I control which lenders appear in Mercury Nexus?

To control which lenders are visible for the partner group in Mercury Nexus:

1. Open the Admin app and select CRM Settings from the main left-hand menu.
2. Navigate to Filter Lenders in the top menu.
3. Use the drop down to toggle between Residential, Commercial and Plant and Equipment (Asset Finance) lenders.

Use the checkboxes to select the lenders you want to appear.  By unchecking a lender, it will no longer appear for any members of your partner group. 

Note. You will need to log out of Mercury Nexus for the change to take effect.

How do I add a lender to Mercury Nexus?

If you write loans with different lenders, we can add this lender to the list for you. To do this:

1. Please submit a Helpdesk ticket stating which lender you would like added to your Lender drop down list.
   We can only accept this request directly from the Principal Owner of the company.
2. The lender will appear in the Lender drop-down box. Products will have to be added manually using Titan.