Mercury

Ability to undo or g back to last history change to preserve task history that is accidently deleted on Nexus.

Can you please look to add address type eg Renting/Own Home Etc to Customer Centre drop downs. When clients are filling this out it will make for a better client experience at the broker interview rather than having to go over these details when the client could provide them upfront.

The ability to include an extra cost eg break cost and/or cashback in the comparison. User entered figures.

an ability to have a blurb and intro video when clients first login to Doc Centre to use it. The one in Brokerpad I thought was great, as you could use a standard version, or load your own. But most importantly was the conveying of the old adage in finance. The outcome is only as good as the input. Junk in = junk out.

To help recognition of brokers and for general nice to have, it would be good to have the ability to upload a headshot for use in the various applications and chat functionality. • Support for Gravatar • Ability to upload/crop/set an image to use as their headshot/profile pic

Would like to be able to zoom in to verify docs received before sending them to Mercury. Current view is too small and there is no ability to zoom in. Thanks.

It would be great if we had somewhere we can publish lender turnaround times.

It would very beneficial to have a quick view/edit functionality in Mercury. Currently the only way to edit clients Living Expenses after analysis is to go back into the Fact Find link and navigate the whole Fact Find through to the last page in order to amend the figures to then submit and have it generate back into the Prelim. Very cumbersome. The ability to simply edit all the fields direct from Mercury once the client has submitted will save a bunch of time. In addition it would be easy to simply go direct to a tab with responses to reference when completing retirement questions in the AOL compliance tab. Currently you have to open the prelim or the questionnaire to access the information that is already sitting inside of Mercury in the fact find questionnaire.

I have been using templates and status’ to within an inch of their life with success however with the changing lender policies and differences becoming far and wide with lenders I am hoping the team can look into DEAL INDICATIORS. The indicators are a simple checklist that when checked you have a task that can be linked to the indicator rather than a stock standard one size fits all template with a lot of wording eg “if CBA do this “ etc. Broker Engine has these set up and speaking to other brokers this has been a major reason a lot of them have ceased using aggregator software (as they work so well). I have attached an example to show the different indicators however I think this would be a game changer for Mercury if completed well. Simple things like: • Indicator checked if a first homebuyer triggers task for FHOG • Refinance triggers discharge authority Task • Deposit bond guarantee • Land with no titles • Pricing Requests • Construction loan • House and land package type • Specific Lender requires FHOG form to be sent to different address • Digital mortgage not needing to be returned for certain banks • Loan docs needing to be emailed certain banks The business could then set up the tasks to be triggered if any of the indicators are present so it would only require connective to set the indicators in Mercury and enable tasks to be assigned and triggered when an indicator is present. Thanks

Important for client retention and promoting our website