CRM for mortgage brokers
Build strong relationships with our purpose-built mortgage broker CRM. The simple and intuitive navigation in Mercury Nexus allows you to work on multiple client files at the same time. Grow an unlimited database of contacts. Whilst creating a seamless client journey.
Manage engagement with the Client Centre
Never ask for the data twice. Clients securely input their details into Mercury Nexus via the Client Centre.
Fast track client service with the Doc Centre
Stay on top of the paperwork - create and share dynamic document upload requests.
Communicate with ease
Keep your clients engaged with branded emails and SMS messages, all sent directly from Mercury Nexus.
Other Features
No double-data handling
Modernise your client experience and avoid double-data entry with our one-stop platform.
Bring over your data
It’s super easy to import your contact data when you first use Mercury Nexus.
Simple fact finding
Create questionnaires and templates or save time and use one of the preloaded templates.