Active Mortgages, a mortgage brokerage which specialises in arranging solutions for self-employed individuals, business owners and investors, has selected Acre as its CRM.
The platform is being used by Active Mortgages’ advisers to to ease the compliance burden.
TECH BENEFITS
From Acre’s Client Portal ability to streamline client onboarding to automated suitability reporting and dashboards offering deep, real-time performance metrics, Active Mortgages will leverage Acre’s technology to improve business processes and maximise outcomes.
“we can focus more on the advice and less on the admin”
Gary Das, founder and CEO of Active Mortgage, said, “We are living in a technology age and mortgage firms like ours must leverage to help us do the best for our clients, maximise profits and stay compliant.
“Acre comes out on top as a tech provider thanks to it being built with an understanding of how brokers work. It means we can spend more time on the valuable advice given to [the] client.
“Plus the way it is compliant by design means it’s one less thing for us to worry about.”
Justus Brown, CEO and founder of Acre, added: “Gary and his team have an open approach to technology and understand that putting the right platform in place can lead to a raft of benefits.
“We are thrilled to be supporting Active Mortgages’s business and to bring a step change to their ways of working.”
