Navigating and operating in Mercury Nexus

Assisting Brokers with Mercury Nexus updates

Downloading application documents in Mercury Nexus

Creating opportunities in CRM

Entering and maintaining client data in CRM

Uploading supporting documents to CRM

Completing other administrative tasks in CRM

Completing AOL data input

Completing AOL data validation

Uploading supporting documents to AOL

Submitting applications on AOL

Tracking application status on AOL

Completing and submitting pricing requests

Ordering valuations

Completing discharge requests

Preparing and sending emails and letters to clients and lenders

Following up on loan applications and approvals

Liaising with banks and solicitors to book settlements