Lead triage with broker assignment drafts
Designed around a clear trigger inside Mercury Nexus, a reviewed AI draft and a measurable reduction in admin time.
Mercury NexustoReview
Financial advice and mortgage broking software
AI automation for Mercury Nexus.
AI automation for Mercury Nexus means layering reviewed AI agents on top of Mercury Nexus to handle work like lead triage with broker assignment drafts, application file completeness checks working natively with Mercury Nexus features like Client Centre, Compliance Centre, Mercury Nexus Analytics App. Horizon AI scopes one workflow, builds it with human approval on the decisions that matter, and hands over a runbook - your data stays in Mercury Nexus.
Mercury Nexus is Connective's mortgage broker CRM used by many Australian aggregator-aligned broker practices. Horizon AI builds reviewed AI workflows that sit inside Mercury Nexus, layered onto how your team already works.
30 min with our Director. No sales rep, no follow-up.
Mercury Nexus
Financial advice and mortgage broking
- Faster fact-find and application file prep
- Cleaner client document checklists
- Reviewed AI drafts for SoA and review meetings
- Less time on lender policy lookups
How AI fits in Mercury Nexus
AI workflows that speak Mercury Nexus's language.
Below are the actual product modules, features and ecosystem partners Mercury Nexus uses - the AI layer Horizon AI builds slots into these, not around them.
Bolt AI to Mercury Nexus so a broker's first conversation flows straight into lodgement. The agent can launch a Client Centre fact-find, fire the Financial Passport open-banking pull, compare lender turnaround on the Lender Approval Dashboard, run product recommendations, then push a clean file straight to ApplyOnline or Loanapp via Mercury's Open API - cutting the broker's manual rework between CRM and lodgement platforms.
By the numbers. Mercury Nexus runs on Australian servers with stated 99% uptime and the platform is supplied to Connective brokers under Australian Credit Licence 389328.
Mercury Nexus modules and features we work inside
Client CentreCompliance CentreMercury Nexus Analytics AppFinancial PassportLender Approval DashboardOpen API
Other Mercury Nexus implementation specialists in Australia
- NextGen ApplyOnline
- Simpology Loanapp
Horizon AI sits alongside these specialists - not as another implementer of Mercury Nexus itself, but as the AI workflow layer that runs on top of what they (or you) have already set up.
Mercury Nexus AI workflows
First workflows worth automating in Mercury Nexus.
Each workflow has a defined trigger inside Mercury Nexus, a reviewed AI step and a measurable change in how the team spends its week.
Application file completeness checks
Designed around a clear trigger inside Mercury Nexus, a reviewed AI draft and a measurable reduction in admin time.
Mercury NexustoReview
Client status update drafts during loan progress
Designed around a clear trigger inside Mercury Nexus, a reviewed AI draft and a measurable reduction in admin time.
Mercury NexustoReview
Compliance task chase emails
Designed around a clear trigger inside Mercury Nexus, a reviewed AI draft and a measurable reduction in admin time.
Mercury NexustoReview
Pipeline reviews for broker principals
Designed around a clear trigger inside Mercury Nexus, a reviewed AI draft and a measurable reduction in admin time.
Mercury NexustoReview
How the integration works
AI inside Mercury Nexus, not bolted on top.
Mercury Nexus integrations run inside the adviser or broker's existing tenancy, with compliance-aware approval gates between AI drafts and any client send.
Horizon AI scopes one narrow workflow first, builds it with the access boundaries your team is comfortable with, and hands over an operating runbook so the AI step is reviewable and replaceable.
- AI integration services - wire Mercury Nexus into Horizon-built workflows
- AI implementation services - scope, build, test and hand over the workflow
- AI workflow audit - review what should be automated first
workflow.liveLive
Mercury NexusSource
Reviewed draftReview gate
Mercury NexusAction
- AI Summary drafted review
- OK Mercury Nexus update prepared queued
Often paired with
Software we build Mercury Nexus workflows alongside.
Best fit for
Mercury Nexus sits at the centre of financial advice and mortgage broking teams.
If you run financial advice and mortgage broking on Mercury Nexus, the sector landing page covers the full software stack we build around.
Common questions
Mercury Nexus AI automation, answered.
Can AI handle lead triage with broker assignment drafts in Mercury Nexus?
Yes - this is one of the first Mercury Nexus workflows Horizon AI builds. An AI agent watches for the trigger inside Mercury Nexus, drafts the lead triage, and routes it to a person for a quick review before anything is sent or posted. You keep the approval; the agent removes the manual time.
Does the AI work with Mercury Nexus features like Client Centre and Compliance Centre?
It works alongside them. Horizon AI builds against Mercury Nexus's own capabilities - Client Centre, Compliance Centre, Mercury Nexus Analytics App, Financial Passport - rather than replacing them, so the AI layer reads and writes through the same features your team already uses. Exact depth depends on your subscription tier and user roles. For context, Mercury Nexus reports mercury nexus runs on australian servers with stated 99% uptime and the platform is supplied to connective brokers under australian credit licence 389328.
Can Horizon AI integrate with Mercury Nexus?
In most cases yes. Mercury Nexus exposes supported integration paths that Horizon AI can build against. The exact integration depth depends on your subscription tier, the user roles available and the data each workflow needs.
Does Horizon AI replace Mercury Nexus?
No. Mercury Nexus stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside Mercury Nexus.
Which financial advice and mortgage broking workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for financial advisers and mortgage brokers patterns we have built before.
Ready to layer AI inside Mercury Nexus?
Tell us the Mercury Nexus workflow you'd rather not be doing yourself. We will scope what it would cost to automate and what you would save, before the call ends.