Mercury

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 would like to suggest is having some of the compliance stuff included - like how much the client wants to borrow and why etc. We are currently using Brokerpad for our data collection and find it very helpful to get all this information upfront.

When in Mercury inbox it only seems to search the subject line for the key words. It would be great to be able to be able to filter to search To and From and the actual text of the email (so we can bulk assign to a opportunity by searching the clients name, email or property address etc)

I am an early adopter due to my business growth and urgently needing better integration for workflow efficiencies, and have been trying to use the new system and learn new functions each day, but unfortunately there is still a lot it’s not doing, and very hard with no training and fumbling around. One thing I wanted to do yesterday was print the financials section, more particularly the living expenses. Do you know if there is a function for this? Hopefully this has been thought of because with all the new legislation etc, to print a client summary/statement of position for the customer to sign off/ok would be the most ideal way to go. It is also just very helpful to be able to print these things when working through files. Thanks Monica

For those that subscribe to RP Data. An ability to locate and tag properties in RP Data that, once tagged push that data into CRM against the client or opportunity as selected. This would save an enormous amount of data entry time. In addition it would be able to significantly improve time taken in completing reviews as the property data could be more rapidly processed in terms of send update requests to RP data and having it push the update details back into Mercury for review before acceptance back to the customer data.

Is it possible to have an icon / hourglass / flashing light / indicator that the system is working on the request? there is no indication that the message has been received i.e. the button has been clicked. The tendancy is to reclick, thus getting the information twice (in the case of cloning information) which then means you have to then delete the information

Brokers should be able to: Edit the Primary, Secondary and Default colours. Edit descriptions fields (sections) Edit the email notifications Edit Welcome Message/Thank you Message

as with current mercury ability to edit and re date a task without opening it would be helpful

Can we have a tool tip / pop up for the edit pencil? Many members are unaware this function exists and are manually editing their disclosure documents to reflect pricing / rate concessions.