We have live webinars running at the moment to guide Connective staff and brokers through the CashDeck process. This is by far the best way to get to know the product, view the process end to end and ask any questions. Take a look at the range of times available.
Our webinars are all FBAA & MFAA accredited, so you can add them to your CPD points!
Otherwise, check out the article below or watch a recorded version here.
Setting up your Mercury portal
Log in to your Connective portal and select an opportunity you'd like to request statements for.
Ensure that the opportunity contains all the relevant contact details for anyone associated with a request—this will be automatically transferred into CashDeck. We can gather statements from multiple clients at once.
Click on the CashDeck icon in the top menu and select New Request from the dropdown menu.
Select Complete & Pending Requests to see invitations already in your system.
Confirming your CashDeck integration
The first time you request statements from CashDeck an Email Confirmation window will pop up. A code will be sent to the email address from your Mercury portal.
Enter the email code and press Submit.
Your information and Plan details will be confirmed on-screen for you.
Once this is confirmed you're all ready to go. You can access CashDeck from Inside Mercury/Nexus directly without needing to login to CashDeck.
Billing
Details on billing for Connective Brokers can be found here on the Connective Wiki.