Mercury 5

Mercury 5 FAQ's

• Brokerpedia User Webinars
• How to access Brokerpedia
• 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?
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Mercury 5 Webinars

• 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

• About Mercury 5
• Navigating Mercury
• About the Dashboard
• Learning about the CRM Tab
• Using the CRM Search Filters
• Using My Workspace
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Managing People Records in Mercury 5

• Creating a new Company or Trust record
• Creating a new People Record
• Adding living expenses to a people record
• Upload an attachment to a People Record
• Using the Client Portal in Mercury 5
• Loan People folders
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Managing Opportunity Records in Mercury 5

• Send your clients Credit Ready access
• Credit Ready by CashDeck Pricing for Credit Reps and ACL Holders
• 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
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Managing Tasks in Mercury 5

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

Managing your Data in Mercury 5

• 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

• Sending an Email from Mercury
• Sending SMS messages from Mercury
• How to Create and Manage a Campaign
• How to Create an Email Merge (Bulk Emails)
• Sending Bulk Emails in Mercury using HTML templates.
• Syncing Client Contacts to Outlook
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Registering Personal Development (PD) Points in Mercury 5

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

Managing Compliance Processes in Mercury 5

• 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

• Product Search and Details
• I noticed an incorrect product in Mercury
• I need help with a complicated loan scenario

Using the Mercury 5 Calculators

• 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

Generating Reports from Mercury 5

• Generating a Settlement Report
• Generating a Business Statistics Report
• Generating a Lead Source Report
• Generating a Database Activity Report
• Custom Reports

Managing Documents in Mercury 5

• Using Redact to remove Tax File Numbers
• How to Upload a Document Template to Mercury
• Merging a Document

My Details Tab in Mercury 5

• 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

• About Partner Details
• Company Logo
• Virtual Branches
• Manage News Articles
• Setting up an Outgoing Mail Server
• Editor Settings

CRM Settings Tab in Mercury 5

• 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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Integrations with Mercury

• Multi-Factor Authentication for Mercury
• DocuSign
• Contact Us form
• Mercury Connect
• HTML Calculators
• Lead Capture From
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Zapier

• Zapier FAQ's
• About Zapier
• Getting Started with Zapier
• Using Zap Templates
• Creating your own Zap
• Popular things to do with Zapier
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Developer

• Contact us form for website leads
• Mercury Connect
• Lead Capture Forms

Developer: Setting up the Mercury API

• Getting Started with Mercury API
• Mercury Connect API Swagger 2.0
• API Environments
• Search contacts
• Search opportunities
• Searching Opportunities and Contacts
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