The Right Mortgage has announced a new relationship with Acre, the intermediary platform.
Acre’s platform allows advisers to manage a client’s mortgage journey from start to finish through one system. It says this will save them 90 minutes per case and improve the firm’s Consumer Duty compliance.
All The Right Mortgage & Protection Network appointed representative (AR) firms will be moving across to it as their new CRM system later in the year.
Members of The Right DA Club will also be offered access to Acre as one of the platforms of choice available to them.
Through Acre, advisers can: source products, comparing multiple product types and view lending criteria and affordability decisions; create factfinds automatically securing client information from Equifax, ONS and Onfido; provide a client portal allowing customers to complete a factfind, upload documents and message the adviser; and use time-saving tools which generate suitability reports automatically from the factfind and sourcing, and show proof of research for the audit trail.
Acre also provides advisers with a number of back-office tools including accounting options to track and reconcile commission, plus automated management information reports to provide detail on business performance.
As part of moving to Acre, The Right Mortgage firms will receive access to a dedicated customer success team, bespoke onboarding, and regular reviews and training on the platform.
Martin Wilson (pictured), CEO at The Right Mortgage, said: “Moving firms to a new CRM platform and system is never an easy decision but having seen the capabilities of Acre, its refreshing, tech-driven approach, what it can offer our member firms, and the time-saving and quality outcomes it is able to deliver, we feel very comfortable in making this decision and starting this new relationship.
“As a business, we want to ensure our members have access to cutting-edge technology that will offer them real value and will deliver not just income-generating opportunities for them, but will also provide a better consumer outcome because of the joined-up process it offers. We’re therefore looking forward to working closely with Acre in order to ensure our members get the most from this excellent system.”
Justus Brown, CEO and Founder of Acre, added: “As one of the leading distribution businesses in the UK, with a prominent network and club proposition, we are thrilled The Right Mortgage has made Acre its CRM platform of choice, for its AR member firms, and DA members alike. We’re building a system which can truly transform a business, giving advisers back the time they need to give holistic advice across all financial needs, using existing data rather than re-keying, next-gen sourcing capability, and back-office tools.
“We want to deliver on advisers’ wants and needs in a system they use every day. Acre is all about delivering positive change for our users, and we intend to do this with all member firms of The Right Mortgage.”
