PMS Mortgage Club and Bankhall have formed a strategic alliance with technology platform Acre to enhance services for Directly Authorised advisers.
- This partnership aims to refine workflow efficiency and reduce administrative burdens for advisers, offering a comprehensive one-stop-shop.
- Acre’s CRM platform integrates essential features such as mortgage sourcing, ID verification, and 24/7 appointment booking, all now linked with Bankhall.
- The collaboration promises more exclusive product solutions later in the year, focusing on developing the best adviser-led tools.
- Both parties have expressed optimism about combining technology expertise with market knowledge to build desired broker solutions.
In a significant move to enhance the operational capabilities of Directly Authorised (DA) advisers, PMS Mortgage Club and Bankhall have partnered with the intermediary platform Acre. This new strategic partnership between the firms aims to improve workflow efficiency by minimising administrative burdens, thereby allowing advisers to focus more on their core responsibilities. Their combined efforts extend an existing two-year collaboration, pointing towards a deep-rooted commitment to advancing industry standards in advisory services.
PMS Mortgage Club and Bankhall, both integral parts of the Sesame Bankhall Group (SBG), are capitalising on Acre’s comprehensive CRM platform. The platform offers an array of essential services including, but not limited to, mortgage and protection sourcing, instant online ID verification, credit checks, and document uploads. A noteworthy addition to these features is the integrated 24/7 appointment booking system, a tool designed to streamline scheduling and enhance client interaction.
The integration of Acre’s platform with Bankhall represents a progressive step towards consolidating various advisory functions into a single framework. This provides advisers with the unique advantage of combining file reviews and compliance checks seamlessly, ensuring a robust compliance infrastructure that aligns with regulatory expectations. Such technological advancements are intended to result in more exclusive product solutions throughout the year, promising an elevated service standard for advisers.
Richard Harrison, CEO at Sesame Bankhall Group, underscored the necessity of enhancing adviser-led tools and services within the DA market. He remarked, ‘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.’ Through strategic partnerships and enriched propositions, SBG envisions offering an all-encompassing platform that caters to the diverse needs of mortgage and protection business.
Adding to this sentiment, Justus Brown, CEO and Founder of Acre, highlighted the progress made through their collaboration. He noted, ‘We have made huge strides since the start of our partnership, and PMS has been a key part of the journey.’ This collaboration is expected to leverage the technological prowess of Acre and the distinctive services and market insights of PMS and Bankhall, aiming to build solutions that resonate well with brokers and meet their evolving needs.
This partnership marks a forward-thinking approach, optimising advisory capabilities through integrated technology solutions.
