It is already part of your membership
Connective says members get Mercury Nexus at no extra cost, with no separate CRM fee. If you are a member, you are already paying for it.12
Advisor, head to head
Briefi vs Mercury
Mercury Nexus is the broking CRM that Connective gives its members: the pipeline, the compliance prompts, credit checks and open banking, all in one place. Briefi is not a broking CRM and does not lodge loans. It covers the client conversation around one: the meeting, the follow-up, the document request and the signed letter. If you are a Connective broker, Mercury is already yours, and the question is whether you want Briefi alongside it.
ReviewedLast reviewed 15 October 2026. Mercury facts checked 15 October 2026
Choose Mercury if
Choose Briefi if
- You want client meetings prepared, written up and followed up on one record
- You want engagement letters and approvals signed online, with the signed copy kept on the client
- You want a follow-up drafted and sent from your own mailbox after every meeting
At a glance
Briefi Advisor and Mercury, side by side
What each does today. Every line about Mercury links to the page it came from.
| Briefi AdvisorPlans from A$89 a month | Mercury | |
|---|---|---|
| Clients | ||
| Client portal | Briefi AdvisorAdvisor plansOff by default for each workspace; switch it on where you want it | MercuryYesA secure client portal, aimed at cutting the time spent gathering client data1 |
| Collecting client documents | Briefi AdvisorYesDocument requests: ask for what you need, see what has come back, chase the rest | MercuryYesClient data capture is listed as built in1 |
| Online signing | Briefi AdvisorYesDrawn or typed signature, templates, a certificate page on the signed PDF | MercuryYesDigiSign is listed among the built-in tools1 |
| Work | ||
| Tasks and follow-up | Briefi AdvisorYesAn action register with an owner on every action, and a follow-up drafted after each meeting | MercuryYesAutomated tasks, and a pipeline view of what needs a follow-up1 |
| Credit checks, open banking and borrowing calculators | Briefi AdvisorNot what Briefi doesBriefi is not a broking system | MercuryYesBuilt in, with compliance workflows alongside1 |
| Connections | ||
| Open API | Briefi AdvisorAdvisor plans and BusinessA public API on the Advisor plans and Business and up | MercuryYesLists integrations and an open API; the page names no specific tools1 |
Yes, todayPartly, or on another planNoNot stated
Mercury comes with Connective membership. It is not sold on its own, so there is no price for Mercury to put beside Briefi’s. Only lines that Connective’s pages say something about are scored.
Where Mercury wins
When Mercury is the better choice
If any of these decides it for you, Mercury is likely the better fit today.
Tools made for the loan itself
Credit checks, open banking, funding position and borrowing capacity calculators and compliance workflows are built in. Briefi has none of these and does not lodge loans.1
Open banking for verifying client data
Connective says brokers verify client data 12 times faster with open banking. That is their own claim, based on member feedback and average platform usage, and we have not tested it.1
One pipeline for the whole deal
Mercury keeps the pipeline, tasks and client data capture in one system built around a broker’s deals. Briefi keeps the client record, not the loan pipeline.1
Where Briefi is different
The meeting, the follow-up and the letter on one record.
Briefi does not replace your broking CRM. It covers what happens with the client before and after, and sits alongside the broking CRM you already run.
- Meetings prepared and written upMeetings
A brief before you meet, a recap after with decisions and actions that have an owner, and a follow-up drafted for you to check and send from your own mailbox.
- Engagement letters and approvals signed onlineSign
Clients sign on their phone, and the signed PDF carries a certificate page with names, times and a SHA-256 digest. Co-signing and templates are included.
- Document requestsAdvisor
Ask a client for what you need, see what has come back and chase the rest, without a thread of emails.
- Registers and reviewsAdvisor
A register of each client’s loans and policies, with a review journey that tells you when each one is due.
Briefi has no direct connection to Mercury; a client list can come across from an export, or through the API. Its identity checks are not available yet, and it does not take payments from your clients.
Pricing
Pricing compared
Mercury is not priced on its own: it comes with Connective membership, so the figures below are the membership’s. The Connective pricing page names no currency for them; check it before you decide.
Advisor Solo
From A$89 a month
- 100 form requests per user each month
- 10 capture hours each month
- Monthly or annual billing
Figures from Briefi’s live price list
Mercury
From Included with Connective membership
- Maximiser plan: $880 a month for each partner group of up to five brokers, with 100% of upfront and trail commission kept
- Variable plan: $150 a month for each loan writer, with a commission split that depends on volume
- Credit Rep licensing: $209 a month for each loan writer, or use your own ACL at no extra cost
- The pricing page says one monthly fee, with no extra CRM costs
- Plans can be switched in the year with 30 days’ notice, and there are no lock-in contracts
Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.
Questions
Briefi and Mercury, asked often
Can Briefi replace Mercury?
No. Mercury is a broking CRM that comes with Connective membership, and Briefi does not lodge loans or run a loan pipeline. Briefi covers the meetings, follow-up, document requests and signing around it.
Can we use both?
Yes. Mercury can stay your broking system while Briefi handles the client conversation. There is no direct connection between them, so a client list comes across from an export or through the API.
Does Briefi record client meetings?
Yes. A bot joins Zoom, Teams and Google Meet calls, or you can record in the browser or face to face, and a recap follows. The pages we read for Mercury do not say whether it records meetings.
Where is my clients’ data stored?
In Briefi, stored in Sydney. Some processing uses providers overseas. Sensitive content is encrypted with a key held for your workspace.
Try it
Take one client through a meeting, a follow-up and a signed letter.
Start free trial Advisor Solo from A$89 a month
Sources and review
Last reviewed 15 October 2026. Facts about Mercury come from its own published pages on the dates shown. Each product named here is a trademark of its owner, and Briefi is not affiliated with them.
Seen something out of date? Write to support@briefi.sh and we will check it.
- 1Connective, Mercury Nexus. https://www.connective.com.au/mercury-nexus Checked 15 October 2026.
- 2Connective, pricing. https://www.connective.com.au/pricing Checked 15 October 2026.
Briefi’s own pages
- B1briefi.sh/advisor. https://briefi.sh/advisor
- B2briefi.sh/meetings. https://briefi.sh/meetings
- B3briefi.sh/sign. https://briefi.sh/sign