BrokerSync has expanded its appointed representative network to 24 firms in the six months since its soft launch, with members completing more than 800 mortgage cases.
The network said demand had exceeded its expectations as it sought to remove obstacles that had historically restricted the growth of appointed representative businesses.
BrokerSync has adopted Acre as its customer relationship management platform, placing technology at the centre of its plans to simplify operations and support the expansion of member firms.
The network said Acre could move cases from an initial consultation to an active case within minutes. Its platform also provides mortgage sourcing, integrations, automated processes and workflows.
BrokerSync is developing an artificial intelligence roadmap intended to improve brokers’ working practices. Acre’s customer data platform will support those plans, alongside AI-powered features being introduced by the technology company.
The network also has a board led by appointed representatives, which it said was intended to ensure that members had a say in its development.
Simon Walton, operations director and co-founder of BrokerSync, said: “Picking the right partners for our brand has been crucial, and Acre fits the bill. Using our internal sales understanding, coupled with broker led feedback helps us use Acre to its fullest potential.
“Compliance is exceptionally important, but shouldn’t be the lead on a CRM system designed for an enhanced transparent client experience and journey. Our AR population, some who’ve used Acre before, are delighted that they now have a voice!”
Josh Skelding, chief commercial officer at Acre, said: “Networks are increasingly recognising that technology is central to supporting their advisors’ growth, and BrokerSync is a great example of that acknowledgement in action.
“Our data-centric approach and user-led design allow networks, like BrokerSync, to offer a fast, seamless and consistent case journey that means brokers can better serve their clients and grow their business.”
