Mercury

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.

Product Comparison - can we please include Security Value in here. That way you can choose to enter the LVR or enter the security value and it works out the LVR for you. This would make life so much easier. When you are doing a bunch of these you have to constantly be doing extra calculations on the side. All these little things save us time and everyone money.

The ability to download multiple items from the attachments tab on a People or Opportunity record.

We'd like a simple screen which shows a complete snapshot of a clients facilities, securities, A&L, parnters name, kids names, recent notes. This would help brokers have meaningful conversations with their customers without having to move through different screens or opportunities.

Not sure if already covered, but is it worth linking the Customer and Doc centres, so customers have just one portal where they can fill out personal details, complete questionnaires and update supporting docs?

We often do work for business clients - we have about 20 different Fact Finds depending on the type of lending and the type of client (ie - Asset Finance for a Director) It would be great to have an "if then what" type document that customises with the answers given by the client - this would then cater for what types of documents would be requested automatically? It also would ideally send out automatic reminders to the customer if they haven't completed or attached documents within a set time frame. I have spend some time building one for our business - however abandoned as it was getting more complex than my self taught skills! happy to share if it helps for some ideas?

For member due diligence and ongoing compliance obligations with FM Agreement holders - can we have the ability for a Partner group and/or members to upload their renewed Industry Body (MFAA; FBAA; CAFBA) certificate + External Dispute Scheme (AFCA) certificate + PI Insurance policy within Mercury < Admin < My Details section. Then next request - have these uploaded documents made available to our Admin team for saving into Network 'Z' Drive < Partner File and at the same time the new Expiry Date is recorded/updated in Dynamics. *This will reduce zendesk workload and also reduce email & phone follow-ups.