Instead of Mercury Nexus
Keep Connective if you like. Take your Mercury Nexus book home.
Enterprise DNA builds your version around the way your brokers work, brings your Mercury Nexus records across from the raw extract, and runs it for you. Where your client history lives stops being part of the aggregation deal.
Connective includes Mercury Nexus at no extra cost for members. The fee it does publish is $300 plus GST each time CRM data moves between Mercury partner groups.
- check_circleYour data in a database you own
- check_circleOpen source, no lock-in
- check_circleBuilt and run by Enterprise DNA
What free costs
No licence fee, but the platform comes with the membership
Nobody sends you an invoice for Mercury Nexus. You pay for it by aggregating with Connective, and your client history sits on Connective's platform the whole time.
Free only as a Connective member
The platform is included with membership. The day you review your aggregator, the system holding every client you have ever written is part of the decision.
The full extract needs Partner access
Connective's help centre says the raw data extract can only be requested by a user with Partner-level access.
Everyday exports stop at one page
Right-click exporting of people or opportunities returns the first 100 records, and only for users given the Data Export role. Getting everything means knowing the other button.
A fee and signatures to move groups
Shifting CRM data to another partner group costs $300 plus GST per request, needs a signed Data Transfer Form that both parties agree to, and waits until open compliance corrective actions are closed.
Trail books travel separately
Connective states its CRM data transfers do not include commissions or trail books. Your client records and the income they earn take different routes.
Some of your setup stays behind
Document templates, people categories and person tags are listed as not included in a transfer. The way you organised your book has to be rebuilt.
What you get instead
Your broking practice, in records you keep
Monday
The week's risks before the first coffee
Ask what is at risk this week and the answer covers every broker in the practice.
- check Finance dates within days on loans the lender has not yet approved
- check Conditional approvals about to lapse while the buyer is still looking
- check Files at a lender with no note against them for ten days, with the broker named
- check Annual reviews and overdue follow-ups on the same page
Keeping clients
Fixed rate expiries with a contact history
Trail income depends on clients staying with you when their fixed term ends. Each expiry shows when someone last spoke to them.
- check Fixed terms ending soon, earliest first, with the balance involved
- check Terms that already ended flagged, since that borrower is now on a variable rate
- check Last contact shown beside every expiry
- check Expiries on loans still within a clawback period marked as the priority calls
Lender payments
Know what each lender should have paid
Enter each lender's commission terms once, and every settled loan carries the figure you should receive, ready to tick off against the statement.
- check Upfront payments still missing a month after settlement, with a running total
- check Short payments against the schedule, shown to the dollar
- check The trail book by lender and year, from your records rather than a statement summary
- check Loans still inside a clawback period, so an early payout is no surprise
Independence
Records that do not change hands with your aggregator
Clients, loans and history sit in plain records in a database the practice owns, whichever aggregator you choose next year.
- check Review your aggregator on service and price, with no data transfer form to sign
- check Commission history kept beside the clients who earned it
- check Review packs, expiry letters and settlement summaries carrying your own logo
- check New fields, tags or reports added by describing what you want
Make it yours
Design your own Mercury Nexus replacement
Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Mercury Nexus. Try it here, and we build the real one.
2. What it runs
3. Make it fit
4. Your colour
Answered from your own database
Good morning. Here is what needs you today.
We build it from the open-source base, bring your Mercury Nexus data across and run it for you.
Switching
How to switch from Mercury Nexus
The move involves requesting a full raw extract, mapping your records, checking what needs attention, and running both systems side by side before you switch.
- 1
Request the full raw extract
Ask a user with Partner-level access to request the full raw data extract from Mercury Nexus in the Admin area. Connective provides this as an Excel spreadsheet in a database-compatible format. Do not rely on the everyday right-click export, which is capped at the first 100 People or Opportunity records. If you cannot access the full extract, check with Mercury Nexus about what your account allows.
- 2
Load the records
Use the Mortgage Broking for Claude Code import for Mercury Nexus to bring the extract into your database. Start with a test run if the import offers one, so you can review the proposed mapping before records are loaded. Check how the fields map before relying on them. You can ask Claude Code to map them, or have Enterprise DNA do it.
- 3
Review the import flags
Check the import results and the compliance list before relying on the new records. Imported clients have no CDD date, and imported deals have an empty advice file by design. The system flags these gaps rather than treating the old file as complete. Review what needs backfilling and confirm that your client and deal records have landed as expected.
- 4
Run both systems side by side
Keep Mercury Nexus available while you check the new database against the records you use in day-to-day work. Compare the client and deal information, review dates and commission records you chose to bring across. Resolve mismatches and complete any mapping or backfilling before you make the new system your main record. You can continue lodging through Connective's tools during this period.
- 5
Switch off Mercury Nexus
Once you have checked the imported records and are comfortable using the new database, stop using Mercury Nexus as your practice's record system. Keep using Connective for aggregation and lodgement if you choose. Mortgage Broking for Claude Code holds your practice records, but it does not submit applications to lenders.
Where the real effort goes
The main work is usually mapping Mercury Nexus fields to the new records, matching your own stages and rules, and deciding how much history to bring across. Imported CDD dates and advice files need review. If Enterprise DNA installs and runs it for you, Enterprise DNA handles the mapping as part of the move.
Not ready for a call?
Get your Mercury Nexus switch plan by email
We will send you the step-by-step plan for moving your business off Mercury Nexus, what the move really involves, and how we would do it for you.
Sent. Check your inbox.
Your Mercury Nexus switch plan is on its way.
Rather talk it through? Book a call arrow_forwardTwo ways to switch
Try the free version yourself, or have Enterprise DNA do the move
Open source
Run it yourself
Free
- 1 Download the free version from GitHub
- 2 Open the demo practice in Claude Code
- 3 Ask which clients have a fixed rate ending in the next three months
- 4 Ask Claude Code to map your Mercury Nexus raw extract into it
Omni by Enterprise DNA
Have Enterprise DNA build it for you
One setup fee, then a monthly retainer
- check We map your Mercury Nexus extract
- check Your lender commission terms and clawback periods loaded
- check Your tags and categories rebuilt, plus the reports your principals keep asking for
- check Run inside Omni, our managed Command Center, alongside the rest of your business
Questions
Instead of Mercury Nexus, answered
Mercury Nexus costs us nothing. Why change? expand_more
There is no licence fee, but the platform comes with Connective membership. If you ever review your aggregator, your client history is tied up in that review. Keeping your own record means that choice is about service and commission split, not about where your data lives.
Do we have to leave Connective? expand_more
No. Keep lodging, keep the lender panel and keep the support you get from Connective. This changes where your practice's own copy of the book lives, not who you aggregate with.
How do we get our records out of Mercury Nexus? expand_more
Connective's help centre describes a raw data extract, delivered as an Excel spreadsheet, that a user with Partner-level access requests from the Admin area. Bringing it across is part of what Enterprise DNA does, or you can ask Claude Code to map them yourself.
Does it lodge applications or check credit? expand_more
No. Lodgement, credit checks and serviceability stay in the tools built for them. This holds what those tools keep for themselves: your pipeline dates, the expiry list, lender payments and the advice file, all searchable by asking.
What about our trail book? expand_more
Connective says its CRM data transfers do not include commissions or trail books. In your own version, the commission records sit next to the clients and loans that earn them, so the history stays in one place whatever you decide about aggregation.
Pick your aggregator for the service. Keep your book regardless.
30 minutes with Sam. We go through what your practice uses Mercury Nexus for, what you would want to keep, and what your own version looks like. If it fits, we build it and run it for you. If not, the free version is yours to run.
Mortgage Broking for Claude Code is free and open source, published by Enterprise DNA.
Done paying for Mercury Nexus?
Get your version built