New features include embedded client messaging, and automatic eID verification and credit checks
Mortgage intermediary platform Acre has unveiled its revamped Client Portal, with new embedded messaging designed to drive better communication between brokers and clients.
Acre said its Client Portal was designed to support the client through the entire process of buying a home – focussing on communication, access to the right information, and transparent insight into the mortgage process.
The portal is the central contact point between brokers and clients, where clients can easily reach out to a broker, upload vital documents, pull their credit reports, verify eID, and see the status of their case at any point.
The embedded secure client messaging, Acre said, could create an even better client experience and faster case applications, as brokers do not have to flit between email and their CRM systems.
Aside from this, the broker platform also introduced a new documents feature into the Client Portal to let clients securely upload multiple files at one time.
Clients can also automatically perform eID verification and credit checks while completing the fact-finding process. Acre’s verification system automatically highlights any missing information.
“Buying a home is one of life’s biggest purchases and clients want to know they are in good hands when applying for a mortgage,” Justus Brown (pictured), chief executive and founder of Acre, commented. “Easy and secure client communications and efficient, transparent processes for brokers and their clients are vital for a seamless journey.
“Our client portal is the central point between broker and client, from the second the client is introduced to the celebratory end where they get the keys to their home. We’re excited to be constantly adding to and improving this experience.”
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