PMS Mortgage Club and Bankhall partner with Acre to deliver forward-thinking tech enhancements for advisers.
- Extending a two-year partnership, the alliance aims to streamline efficiency for Directly Authorised advisers.
- The Acre platform offers comprehensive tools, including mortgage sourcing and 24/7 appointment scheduling, now integrated with Bankhall.
- This collaboration promises exclusive product solutions, enhancing services for market advisers.
- Key leaders express the strategic importance of developing integrated, adviser-led technological solutions.
In an exciting development, PMS Mortgage Club and Bankhall have announced a strategic partnership with Acre, a leading intermediary platform, to evolve tailored technological solutions for Directly Authorised (DA) advisers. This initiative seeks to streamline processes and improve efficiency by extending an already successful two-year collaboration.
The alliance focuses on enhancing workflow efficiency, aiming to reduce administrative burdens while improving overall business management for advisers. Acre’s comprehensive CRM platform, known for its robust capabilities, now includes a rich set of features. These encompass mortgage and protection sourcing, instant online ID verification, and an integrated 24/7 appointment booking system.
Significantly, the platform is now integrated with Bankhall, allowing advisers to conduct file reviews and compliance checks seamlessly within a single system. This integration represents an innovative approach to offering DA advisers a cohesive one-stop solution for their mortgage and protection business needs.
Richard Harrison, CEO of Sesame Bankhall Group, underscored the need for adviser-led tools, stating, “As part of our commitment, we need to constantly evaluate and develop the very best adviser-led tools, technology, and services for the DA market.” This sentiment highlights the strategic focus on providing advisers with state-of-the-art technology to enhance productivity and service delivery.
Acre’s CEO and Founder, Justus Brown, emphasised the significant advances made through this partnership. He highlighted the synergy between Acre’s technology and the unique services offered by PMS and Bankhall, suggesting that such collaboration answers the specific needs and desires of the market.
By ensuring a closer strategic alignment, the partnership promises to pave the way for the introduction of more exclusive product solutions and services later this year, further cementing the commitment to innovation and adviser support.
The strategic alliance between PMS, Bankhall, and Acre is set to revolutionise adviser services through tailored tech solutions.
