Specialist mortgage broker Cleerly Mortgages has implemented Acre’s CRM platform after a review of the market, with the firm reporting higher client conversion rates and improved broker productivity following the move.
The advice firm said the decision forms part of a wider technology strategy aimed at creating a faster and more streamlined mortgage process for both advisers and clients.
According to Cleerly, integrating Acre into its existing technology stack has provided a scalable platform to support future growth, while also helping to improve client engagement and internal operations.
The firm said the transition has reduced administration for brokers, with application processing times improving sufficiently to save around four days per month for each adviser.
Cleerly also reported that greater use of Acre’s Client Portal has encouraged earlier engagement from customers, helping to increase client conversion rates from 26% to more than 62%.
The business said this has allowed advisers to spend less time on fact-finding and more time providing advice to clients with more complex requirements.
Acre’s platform combines CRM, sourcing, fact-finding, compliance and mortgage application functions within a single system, with the aim of reducing duplicate data entry and simplifying regulatory processes.
Sat Singh, chief executive of Cleerly Mortgages, said: “Acre is changing how we work. By removing much of the operational inefficiencies and administrative burden, our advisors can spend more time engaging with clients and delivering real value.
“It’s a CRM we’re proud to use and one that reflects our ambition to be a truly tech-first advice firm.”
Josh Skelding, chief commercial officer at Acre, added: “Cleerly exemplifies the modern advice firm – one that understands how the right technology can transform both the advisor experience and client outcomes.
“Their vision closely aligns with our mission to re-engineer the mortgage journey, and the results they’re already seeing demonstrate what’s possible.”
