The partnership between The Right Mortgage and Acre introduces a transformative CRM platform, aiming to enhance efficiency and compliance.
- Acre’s system promises substantial time savings per mortgage case and supports Consumer Duty compliance, marking a significant advancement in mortgage advisement.
- The Right Mortgage’s representatives and members will soon adopt the Acre system as their streamlined CRM solution, elevating service delivery.
- This collaboration emphasises the commitment to integrating cutting-edge technology for improved member support and consumer outcomes.
- Stakeholders express optimism about the functional benefits and value this partnership will deliver to the mortgage advisory sector.
In a significant move for the mortgage industry, The Right Mortgage has announced a new partnership with Acre, a renowned intermediary platform. This initiative is set to revolutionise the way mortgage advisers manage clients’ journeys, promising an efficient process from start to finish. Acre’s comprehensive system is designed to offer substantial time savings, reportedly reducing case handling by 90 minutes, while simultaneously boosting firms’ compliance with Consumer Duty obligations.
All appointed representative firms of The Right Mortgage & Protection Network are poised to transition to this advanced CRM system. This technological shift is scheduled for later in the year and reflects a strategic endeavour to enhance the operational frameworks within which these firms operate. Similarly, members belonging to The Right DA Club will be given the opportunity to leverage Acre’s platform, selecting it as one of their primary tools in client servicing.
Martin Wilson, the CEO of The Right Mortgage, has expressed his confidence in this transition, noting that the capabilities of Acre present an opportunity for tangible business improvements. In his words, the decision to move to a new CRM platform is guided by the system’s capability to deliver ‘refreshing, tech-driven’ results that furnish ‘real value’ and ‘better consumer outcomes.’ He underscores the importance of this collaboration in providing member firms with access to modern solutions that not only generate income but also enhance the customer experience through a more cohesive process.
Echoing similar sentiments, Justus Brown, CEO and founder of Acre, highlighted the transformative potential of the partnership. Brown articulated his enthusiasm for working with The Right Mortgage, asserting that the platform’s design is centred on ‘delivering positive change for our users’ by refining advisers’ ability to provide holistic financial advice. The use of existing data, alongside next-generation sourcing capabilities, forms the backbone of Acre’s appeal, offering essential tools to reimagine a typical advisory firm’s operations.
This partnership is further enriched by Acre’s commitment to resolving advisers’ everyday needs, addressing systemic inefficiencies, and ensuring compliance with evolving regulatory frameworks. Through this collaboration, both entities stand to benefit from the synergies created by melding state-of-the-art technology with the expertise of a leading mortgage distribution network.
The collaboration between The Right Mortgage and Acre sets a precedent for integrating advanced technology within the mortgage advisory field, promising enhanced efficiency and compliance.
