Mercury Nexus is Connective’s broker CRM and business platform. Members receive it through Connective, a leading aggregator in Australia’s mortgage market.
Connective says Mercury Nexus is included for members at no extra product fee. It brings client records, document requests, communication tools and broker workflow into one system. The best way to assess it is to test a sample client file in the current platform and confirm what your Connective agreement includes.
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What Mercury Nexus can do
Mercury Nexus gives Connective members tools for contacts, mortgage brokers and client relationships. Connective’s current product material lists Client Centre for collecting client details, Doc Centre for document requests, branded email and SMS, contact import and fact-find templates.
These tools can reduce repeated entry when the team uses Mercury Nexus as its main working system. A second CRM may still create duplicate records and extra hand-offs, so test the full path from client details to the broker’s file before deciding how the team will work.
How to test the workflow
- Create a sample contact and start a residential file.
- Send a Client Centre request and a Doc Centre request, then check what the client sees.
- Follow the file through the current broker workflow and note where the team must enter data again.
- Ask Connective to confirm the included modules, user costs and data-export process in writing.
Cost and membership
Connective currently markets Mercury Nexus as included for members at no extra product fee. This matches the existing note that it sits within Connective’s aggregator fees. Ask for the current fee schedule and confirm whether user seats, messages or optional modules carry separate charges under your agreement.
How Mercury Nexus compares with other CRMs
HubSpot and Salesforce are general CRM platforms. Mercury Nexus is designed around Connective membership and a mortgage broker’s workflow. Compare the products by running the same sample file through each one, then check how much data moves between the CRM and the rest of your process.
Deciding whether Mercury Nexus fits
Mercury Nexus is most useful when the brokerage plans to use its client, document and workflow tools as part of daily file management. Before relying on it, complete the sample-file test and get written answers about current costs, included modules and data export. That gives the team evidence from its own process rather than a feature list.
