As The Finance Family grew, co-founder Tony van de Kerkhof started to notice the pressure building behind the scenes. More deals meant more admin, more follow-ups, and more pressure from staff. The team was working harder, but the work itself wasn’t getting any simpler. So instead of growing the team, Tony decided to change how the work flowed.
Using Mercury Nexus, Tony rebuilt The Finance Family’s processes from the ground up. The aim wasn’t to overhaul everything at once. It was to remove the moments that slowed deals down and made the work heavier than it needed to be.
1. One owner per stage
Using the visual project management feature in Mercury Nexus, Tony broke the client journey into clear stages, each with a single owner.
2. Descriptive task lists
Every stage included detailed, pre-set task lists built from real experience. This structure created consistency across the team and improved the client experience at every touchpoint.
3. Analytics that expose real bottlenecks
With Mercury Nexus’ in-built analytics, Tony gained full visibility over deal progress. Time spent in each stage was tracked, reviewed, and refined - helping the team continuously improve efficiency.
4. Smarter referral updates
A custom referral dashboard, integrated with Mercury Nexus, gave referral partners live visibility of their deals without full platform access. The result was less chasing, more transparency, and stronger relationships.
Today, The Finance Family operates with around 30% fewer staff than comparable brokerages, without sacrificing service or volume. The team works with more clarity, fewer blockers, and less day-to-day pressure. Clients and referral partners get clearer, more consistent updates, which has strengthened trust across the board. Most importantly, growth no longer feels fragile.
Mercury Nexus didn’t just help The Finance Family grow. It removed the fear that growth would break the business behind the scenes.
If you’re a broker looking to simplify your operations, reduce admin, and grow your business with confidence, Mercury Nexus could be the solution you’ve been searching for.
Book a demo today to see how Mercury Nexus can transform your workflow!
