Setting up your CashDeck portal
Log in to Mercury and click on the Credit Ready icon from your Dashboard. Your CashDeck account is set up automatically.
Billing/Plans are also automatically applied. You can find details on our plans for Connective brokers here.
The first time you connect to CashDeck, an email confirmation window will pop up. A code will be sent to the email address you have linked with 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.
Request statements from your clients
Go to your clients opportunity in Mercury and use the Client Statements button to create a new request.
You can select the Complete and Pending Requests option if you want to open CashDeck and view existing requests rather than create a new one.
