Mercury Software
Knowledge is power – Connective Mercury
Industry-leading software for brokers
- Would you like to keep in better contact with your clients?
- Do you spend more time than you would like getting applications approved and settled?
- How easily can you extract vital and relevant information on the performance of your business?
Mercury is purpose built for the mortgage broking industry, allowing you to spend your time doing what you do best – looking after clients. When Connective talks about broker platforms, we don’t just talk in terms of calculators and loan products, we talk about providing our member brokers with the ability to have complete control and visibility over each and every aspect of their business.
At the core of Connective’s unique offering is access to Mercury – our industry leading software, designed by an in-house specialist team to meet the explicit needs of our 1,200+ brokers.
Included FREE as part of our monthly flat fee, Mercury allows our brokers to manage their entire business from a single online platform – from the management of contacts, lodging and tracking deals, through to automating marketing campaigns. Importantly, the platform is a critical tool in assisting brokers in remaining compliant under their NCCP obligations.
Above all else, Mercury empowers our member brokers to work more autonomously which permits us to operate a low-overhead structure, which in turn allows a greater share of the financial rewards to be passed back to brokers. Our analysis shows that our IT systems allow us to pass back cost savings of between 30-50% to brokers which is critical in an environment when broker revenues are shrinking and compliance costs are increasing.
Not just for the tech-heads, our software is accessible, user friendly and practical. With a dedicated team that updates lender information including products, rates and lender contacts, and a team of in-house IT developers, Mercury is constantly being reviewed and improved.
If you’re a Mortgage Broker, Mercury provides you with:
- A complete business management tool designed to maximise the profitability of your broking business;
- A single web-based portal for all your business needs; and
- A consistent and predictable service level for you, and your clients.
The Mercury Offer
An industry-leading business management tool, Mercury lets you manage your contacts, lodge and manage your deals, and automate marketing.
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Easy Access
– Web-based software means you can access Mercury wherever you have internet connection
– Multiple staff members can use Mercury at the same time
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Management Dashboard
– Offers an at-a-glance overview of the performance of your business
– Tracks workload and productivity of staff members
– Lets you set your own milestones for opportunity management
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Marketing and Cross Selling Back to top
– Create your own marketing materials with mail merges, email marketing, and campaign management tools
– Automation of delivery of marketing material to your clients
– Build your own marketing lists
– Manage all types of opportunities – not just home loans
– Comprehensive product information from cross sell providers
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Comprehensive Reporting
– Extract real time vital reports, including:
– Marketing campaign analysis
– Predict cash flow via settlement report
– Sales performance analysis
– Sophisticated graphical reports
– Build your own custom reports
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Workflow Management Back to top
– Note fields for both the individual person or the loan opportunity
– Tasking system
– Tasking templates
– Ability to set tasks for other staff members
– Management overview of staff members’ workloads
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Calculation Tools
– Borrowing capacity
– Funds position, including multiple purchase and refinance scenarios
– Loan comparison analysis
– Product criteria search
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Compliance
– Compliant documentation automatically produced
– Audit trail provided by note records
– All company policies and procedures can be stored for review
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Financial Control Back to top
– Contains searchable commission statements
– Cash flow reporting via settlement report
– Commission variation and enquiry tools
– Commission splitting available
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Knowledge Base
– All lender forms and policy documents
– Brokerpedia-searchable database of lender policy and procedures
– Residex valuations
– Credit checks from Veda Advantage
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Document Library
– All forms and calculators for each lender
– Store all of your commonly-used documents
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Help and support
– Dedicated help desk
– Training videos for commonly done tasks
– Weekly webinars
– Monthly induction sessions
– Programmers in house to constantly develop software
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Internal Communications Back to top
– Publish your own internal news items for staff usage
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Online Lodgement
– Direct interface with Next Gen’s Apply On Line Platform
– Complete back channel communication from Next Gen
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Data Security and Management
– Data is safely backed up with security and redundancy
– Scan and save all important client and other documents
– Save your commonly used documents
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Integration with other software
– Synchronises with Microsoft Outlook
– Fully integrated with Microsoft Word and Excel
– Integrates with Google maps
– Complete integration with Apply On Line
For a demo on our industry leading software, please contact us today.
For current members after additional support, we have a team of dedicated Broker Support Managers who were hired purely and simply to ensure you are trained up and using Mercury to its full potential. For specific training with your Broker Support Manager, please contact us and advise a time that suits for us to come out and provide you with training.
