Acre

ACRE logo

Acre

Free with your PMS membership until 30 June 2024, Acre is the all-in-one mortgage and protection platform

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

From January 2022 through your PMS membership, you can access Acre’s complete solution free of charge until 30 June 2024.

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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Faster fact finds image

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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Sourcing image

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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Lender integrations image

Client portal


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



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2 mobile screens Portal image

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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Scheduler screenshot

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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Introducer portal laptop image

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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Back off screenshot on laptop

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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EID&V screenshot

Discover Acre: book your free demo today

Available to access through your PMS membership from January 2022, when you choose Acre's all-in-one mortgage and protection platform, you'll get free access to their platform until 30 June 2024!

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

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Want to know more?

For more information about our all-new CRM panel, download our FAQs or contact your Regional Key Account Manager.

 

Download our FAQs