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?
• I Forgot my Mercury Password
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Mercury 5 Webinars (Legacy)

• CRM Overview
• Opportunities and People Records
• About Questionnaires in Mercury 5 (Legacy)
• Campaigns Webinar
• Loan Calculators Webinar
• How to use Mercury Reporting Tools
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About Mercury 5 (Legacy)

• About Mercury 5
• Navigating Mercury
• About the Dashboard
• Learning about the CRM Tab
• Using My Workspace
• Emailing from Mercury
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Managing People Records in Mercury 5 (Legacy)

• Creating a new People Record
• Adding living expenses to a people record in Mercury 5
• Using the Client Portal in Mercury 5
• Printing notes from a People record
• Marking a Client as Private
• Deleting a People Record

Managing Opportunity Records in Mercury 5 (Legacy)

• Send your clients Credit Ready access
• Sign up for Credit Ready by creating an account with CashDeck
• What is an Opportunity record
• Creating a new Opportunity record
• Adding Assets and Liabilities
• How to link a client 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
• Restoring Deleted Data
• Data Transfer - Breakaways Transferring Partial Data to another Mercury CRM
• Exporting CRM data from Mercury
• Export all data from Mercury
• 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

Registering Personal Development (PD) Points in Mercury 5 (Legacy)

• Entering CPD points into Mercury Nexus
• How to export a CPD Points Report from Mercury Nexus

Managing Compliance Processes in Mercury 5 (Legacy)

• Using the Compliance Wizard
• Top 6 Lenders missing from Credit Guide
• How to email a Questionnaire
• How to Print a Questionnaire
• Using the ZipID Smartphone app
• Missing details in my Credit Proposal Disclosure

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)

• Using Redact to remove Tax File Numbers
• 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)
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Partner Details Tab in Mercury 5 (Legacy)

• About Partner Details
• Company Logo
• Legacy Mercury 5 Virtual Branches
• Setting up an Outgoing Mail Server
• Editor Settings

CRM Settings Tab in Mercury 5 (Legacy)

• About CRM Settings
• Opportunity Types
• Status Editor
• Status Editor - Auto Actions
• List Editor - Customising drop-down lists
• How to filter lenders
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