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Which Details Sync to Mercury Connective

  • Updated

This article lists the details that are pushed to Connective Mercury when you sync a deal from BrokerEngine.

Last updated: February 2026 · Mercury Integration

In This Article

  1. Deal Name
  2. Advisor
  3. Current Status
  4. Loan Amount
  5. Finance Date
  6. Contact Name
  7. Date of Birth
  8. Email

Step-by-Step Guide

The following details are pushed to Connective when you sync a deal:

Step 1 — Deal Name

The deal name syncs to Mercury.

Step 2 — Advisor

The advisor assigned to the deal syncs to Mercury.

Step 3 — Current Status

The current status of the deal syncs to Mercury.

Step 4 — Loan Amount

The loan amount syncs to Mercury.

Step 5 — Finance Date

The finance date syncs to Mercury.

Step 6 — Contact Name

The contact first, last, and middle name sync to Mercury.

Step 7 — Date of Birth

The date of birth syncs to Mercury.

Step 8 — Email

The email address syncs to Mercury.

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