Acre has introduced two AI-powered features aimed at reducing manual admin and strengthening compliance oversight within the mortgage advice process.
The technology platform has launched an AI-driven Meeting Assistant and Document Checker, marking what it describes as its first substantive move into embedding artificial intelligence across its workflows.
The tools are designed to help brokers remain aligned with mortgage regulation while automating routine tasks that typically absorb significant adviser time.
The Meeting Assistant captures and transcribes broker-client discussions through live recordings within the Acre platform, uploaded Microsoft Teams or Zoom recordings, or telephony links via Zapier.
The system then analyses the full transcript to identify potential case vulnerabilities and broker next steps.
It also compares what a client has said during the discussion against the existing fact find, highlighting discrepancies and updating records where necessary to ensure the most accurate data is held on file.
Acre says the aim is to move compliance from what is often a reactive, manual process to one that is automated and proactive.
Reuben Thompson, vice president – product innovation at Acre, said: “Broker admin has always posed a challenge and is an area ripe for disruption by AI.
“With these new workflow and compliance tools, we are delivering real world time savings coupled with meaningful, AI-driven, improvements to our already best-in-class compliance functionality.
“Our proprietary technology understands the difference between what a broker says and what their client does, which generic LLM-based systems cannot.”
The Meeting Assistant is fully integrated into Acre’s existing workflow and includes built-in compliance validation and reporting functionality. The intention is to ensure each case is handled efficiently, with fewer errors and clearer audit trails for compliance teams.
Alongside this, the new Document Checker automates the review and classification of client documents. The tool is integrated with Acre’s Document Requirements framework and reviews paperwork against GDPR and Consumer Duty standards, flagging potential issues at source.
By automating document checks, Acre says brokers will be able to reduce the time spent on manual file reviews, while also minimising the risk of missing key compliance requirements.
The platform already carries out more than 1,000 automated case checks across its system, and the new AI capability builds on that foundation.
Both features are currently being piloted by a small group of early-adopter firms. A wider rollout is expected over the coming months, subject to feedback from those initial users.
