Acre has unveiled a refreshed version of its client portal, designed to streamline the mortgage journey while expanding its role as a wider financial hub for homeowners.

The intermediary platform’s new portal brings together an array of features aimed at helping brokers guide clients smoothly from first engagement to completion, while encouraging ongoing use as a tool for financial management.

ENHANCED FUNCTIONALITY

The overhaul has been developed alongside Acre’s new referral functionality, which is intended to connect clients to a wider range of services and improve both business and customer outcomes.

Among the upgrades is a multi-case and property view, providing a more intuitive dashboard for those managing several transactions at once. Clients also gain access to detailed property reports, now incorporating EPC ratings and internet speed data, designed to provide more practical and actionable insights.

A clearer secure messaging system allows users to communicate more easily with multiple brokers, while the addition of a health fact find enables clients to securely submit personal medical information to support the protection advice process without the discomfort of face-to-face discussions.

Other new tools include crossovers with the homebuyer’s checklist, helping clients to prepare for services such as conveyancing, wills and surveys, and a simplified login system that balances accessibility with security through risk profiling.

BROADER FINANCIAL HUB

Justus Brown, chief executive of Acre, said: “Homebuying and ownership is about so much more than a mortgage. It is about home insurance, protection, energy costs, legal services and so much more.

“Acre’s next-generation client portal is another step in our vision of providing clients with a personalised financial hub where they can immediately access information that helps them secure cheaper energy bills, better premiums and other home related services while delivering greater broker efficiency and stronger client engagement now.”