Mercury business platform
A complete business platform
The broking industry is always changing, and in order to succeed you need a way to maximise efficiency without compromising on the personalised customer service your clients expect.
Enter Mercury, our award-winning business platform. Mercury empowers you to work smarter and do more with your business. By automating and simplifying the day-to-day backend work, Mercury reduces your administrative workload so you can spend more time servicing clients, building relationships, and growing your business.
Designed by brokers
Mercury has been one of the cornerstones of Connective since we started out back in 2003. We were founded by experienced brokers who knew how much value technology could bring to a broking business. We set out to create a purpose-built platform that was simple to use and would provide everything a broker needed to run their business.
Designed for brokers
Over 15 years later, and the Mercury development process is still driven by Glenn Lees, our CEO and founder. Over a third of our staff are dedicated to supporting and developing Mercury, and we're constantly working to improve the platform to ensure it meets the needs of our brokers and continues to add value to their businesses.
Designed with brokers
We're committed to keeping Mercury relevant and ensuring that we're giving you the functionality you need to continually improve your service offering. Our members actively submit feature requests, and we listen and prioritise feature development based on the feedback our brokers provide.
Improving efficiency and supporting growth
“Working with Mercury has been fantastic. It has a simple-to-use interface, and the excellent support team at Connective have meant that we can do more loans with better, more consistent follow up. This, of course, amounts to lower client losses, a smoother process, and more return business.”
Duane Pedron, Loan Space
Every aspect of your business made easy with Mercury
Work smarter and do more with time-saving features that improve your efficiency.
Optimise your workflow
Capture client documents electronically using Doc Centre. Approve or reject documents easily, import documents into Mercury CRM, and initiate an online chat with your clients to follow up on individual requests. Organise your workflow with our kanban feature, which gives you visibility of how each of your opportunities are progressing, and helps you identify blockers or inefficiencies.
Never miss an opportunity
Get a detailed view of all your opportunities in Mercury CRM. Filter opportunities by type, lender, and other attributes, and locate information easily using our global dynamic search. Use our calculators to create quick estimates, and keep your clients engaged with branded email communications and SMS notifications, all sent directly from Mercury.
Improve your customer service
Give clients an easy way to submit information. With our Client Centre, clients can fill in their personal information at their own pace, so there's no need for them to bring all their documentation to your meetings. Your clients' details will be automatically imported to Mercury, saving you valuable time and reducing double-handling of information.
Make compliance part of your process
Easily integrate compliance into your everyday workflow with our one-touch compliance feature. Generate correct compliance documentation with the touch of a button, and ensure you're always keeping up-to-date with the latest requirements and regulations.
Manage your commissions
Keep track of your commissions with our advanced commission tools. Track loan accounts, commissions paid and owed, and easily split commissions across staff members. Plus, our new grid view lets you filter your commissions data against multiple criteria, giving you a more detailed view of commissions activity across your business.
See Mercury in action
Book a free demo today and experience the benefits of Mercury for yourself.
Support for diversification
Clients want their brokers to offer holistic credit assistance, providing support for everything from vehicle loans to small business or commercial loans. Mercury makes it easy to integrate new lines of business into your standard processes.
Keep your customers engaged with email and SMS marketing campaigns, sent directly through Mercury. Apply your own branding and add a personal touch to your messaging. You can even send your clients a birthday SMS. Whether you're following up an opportunity or sending a birthday SMS, show your customers that you're as committed to their goals as they are.
Want to do more with your marketing? Our Digital Marketing Hub lets you create fully automated campaigns, complete with audience segmentation and analytics.Learn more about Digital Marketing Hub
Personalised Mercury training, tailored to your business needs
“After sitting through one Mercury training session, my worries around having to learn the system went away. The CRM tools are excellent. It's a very intuitive system that involves every aspect of our company including pipeline, advertising, income, CRM, and loan input.”
Jake Biddel, Saint Finance
Get started with our Mercury business platform exclusive to Connective
Join Connective today and experience the benefits of Mercury for yourself.