Acre

Available Now.

Get everything you need to know to grow your business, drive productivity and boost your conversion rates with Acre.

Your PMS membership means you can access Acre. You can find out more by contacting your local RKAM for more details.

Book a demo to discover how Acre’s leading platform could help you streamline your advice process and grow your business. You can also visit Acre’s website for more information on how the platform can benefit everyone in your firm.

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Watch now: Acre overview

See first-hand how the Acre platform can work for your business:

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Faster fact find

45 sources of data pulled in
Credit report data from Equifax
Expenditure estimates from ONS
Property data from Land Registry
This automatically pulls into Sourcing and Suitability reports, so no more rekeying

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More accurate sourcing

Filter by lender criteria
Real-time affordability lets you exclude
unaffordable products
Compare multiple product types,
including second charge, retirement
interest only, porting, product transfers
and further advances
Capture reasons why as you go, to prepopulate
Suitability

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Lender integrations

Integrations with several of the biggest lenders let you pre-populate decisions in principle (DIPs) and full mortgage applications, no more re-keying of data.

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Client portal

Customers can complete provide you with their fact find information and documentation from their phone, tablet or computer.

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Connect your calendar

Book meetings with clients straight from your Acre CRM.

Send clients a scheduler link so they can book a time that suits them.

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Introducer portal

Invite your introducers to send you leads via the Acre introducer portal.

Referred leads appear automatically in your system, ready for you to contact them.

Introducers can see automatic updates for their referrals in their portal.

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Back office tools

Acre accounting tools make tracking
and reconciling commission easy.

MI reports give you a better overview of
how your business is performing.

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Electronic ID verification

Gain a deeper understanding of your clients early on
Automatically check your clients against Equifax sanctions lists and PEP lists
Compliance officers get risk reports to see deeper insights into your clients

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Discover Acre: book your free demo today

Available to access through your PMS membership from January 2022, your PMS membership means you can access Acre. You can find out more by contacting your local RKAM for more details.

To find out more about how Acre could help you boost your business, book your free, no-obligation demo today.

Book a demo