Mercury 5

Mercury 5 FAQ's (Legacy)

• Brokerpedia User Webinars
• Services - My Lender Tab Notes
• The listed Product Rate is incorrect in the Products section and my Credit Proposal Disclosure Document?
• 500 error when saving a Note Pad entry
• Why is my Mercury session expired straight away when I login?
• Why are my attachments for bulk emails are too big?
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Mercury 5 Webinars (Legacy)

• CRM Overview
• Campaigns Webinar
• Loan Calculators Webinar
• How to use Mercury Reporting Tools
• Customising and Creating Document Templates
• Related People Merge Field
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About Mercury 5 (Legacy)

• Navigating Mercury
• About the Dashboard
• Using My Workspace
• Emailing from Mercury
• Notifications sent from Mercury 5
• How to Complete a Standard Loan

Managing Opportunity Records in Mercury 5 (Legacy)

• Send your clients Credit Ready access
• Sign up for Credit Ready by creating an account with CashDeck
• Adding Assets and Liabilities
• How to link a client to an Opportunity
• Linking People Records and Calculators to an Opportunity
• Upload an attachment to an Opportunity
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Managing Tasks in Mercury 5 (Legacy)

• Creating a Task
• Managing your Tasks and Calendar Reminders
• Exporting a Task to Excel

Managing your Data in Mercury 5 (Legacy)

• Importing Client Data into Mercury
• Data Transfer - Breakaways Transferring Partial Data to another Mercury CRM
• Export all data from Mercury 5
• Sync Contacts between Google and Mercury

Marketing from Mercury 5 (Legacy)

• Sending an Email from Mercury
• Sending SMS messages from Mercury
• How to Create and Manage a Campaign
• Syncing Client Contacts to Outlook

Managing Compliance Processes in Mercury 5 (Legacy)

• Using the Compliance Wizard
• How to email a Questionnaire
• How to Print a Questionnaire
• Using the ZipID Smartphone app

Managing Products in Mercury 5 (Legacy)

• Product Search and Details

Using the Mercury 5 Calculators (Legacy)

• How to do a Borrowing Capacity Calculation
• How to do a Funding Position
• How to do a Product Comparison
• How to apply a Product Split in a Product Comparison
• Using Widgets
• Loan Calculator Videos

Managing Documents in Mercury 5 (Legacy)

• How to Upload a Document Template to Mercury
• Merging a Document

My Details Tab in Mercury 5 (Legacy)

• About My Details
• Editing My Details in Mercury 5 (Legacy)
• How to change password in Mercury Nexus
• Manage Email Profiles (Email Signatures)
• Register your mobile for SMS
• Mercury Inbox (Email to Mercury)

Partner Details Tab in Mercury 5 (Legacy)

• About Partner Details
• Company Logo
• Setting up an Outgoing Mail Server

CRM Settings Tab in Mercury 5 (Legacy)

• About CRM Settings
• Status Editor - Auto Actions
• List Editor - Customising drop-down lists
• How to filter lenders
• How to Create and Modify a Questionnaire
• Creating and Assigning a People Category
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