New purpose-built CRM for asset finance brokers
We’re excited to launch our Connective Asset Finance CRM tool as part of our industry-leading broker platform Mercury Nexus.
Purpose-built for our asset finance brokers. Securely store and quickly access all your data, contacts, communications, opportunities, and documents in one place.
Key features include:
- A quick quote tool, allowing you to accurately generate and compare quotes for your client over the phone.
- Access built in credit policies for lenders and submit applications directly to 12 lenders*
- Easily go digital with no need for paper-based document collection. You and your clients can attach digital documents to their record.
- Save time with our built-in bank statement request function.
- Make compliance simple with auto generated compliance documents, that are personalised with your branding and company information.
How do you access it?
You can access the CRM by simply logging in to your Mercury Nexus account. The CRM tile will be located on your dashboard.
How do you get started?
You can start utilising the platform straight away. For some simple tips and tricks to help you get started, check out our quick start guide.
Or if you need more information to get started and would like a demonstration on how the platform works, you can book a 1:1 meeting with your BDM.
*Provided you are accredited with that lender.Access Quick Start Guide