The network's AR firms will switch to Acre’s platform as their new CRM system
Broker network The Right Mortgage has announced a new partnership with software provider Acre to streamline mortgage advisory services.
As part of the deal, all The Right Mortgage & Protection Network appointed representative (AR) firms will be transitioning to Acre’s platform as their new customer relationship management (CRM) system later this year. Members of The Right DA Club will also have the option to use Acre among their selected platforms.
Acre’s platform is designed to support advisers in managing the mortgage process from beginning to end within a single system, potentially saving them an estimated 90 minutes per case and enhancing Consumer Duty compliance.
The system enables advisers to source mortgage products, automate fact-finding, and facilitate direct communication with clients through a dedicated portal. The platform also offers a range of back-office tools aimed at improving efficiency, such as commission tracking and business performance reports.
We're thrilled to announce our partnership with @Right_Mortgage_ who have selected Acre as their new CRM platform! Read the press release to find out more - https://t.co/Wt6d0b6xDq
— Acre (@acresoftware) February 21, 2024
In preparation for the switch, The Right Mortgage firms will be provided with support from Acre, including a dedicated customer success team, customised onboarding, and ongoing training and reviews.
“Moving firms to a new CRM platform and system is never an easy decision, but having seen the capabilities of Acre, it’s refreshing, tech-driven approach, what it can offer our member firms, and the time-saving and quality outcomes it is able to deliver, we feel very comfortable in making this decision and starting this new relationship,” said Martin Wilson (pictured), chief executive at The Right Mortgage.
“As a business, we want to ensure our members have access to cutting-edge technology that will offer them real value and will deliver not just income-generating opportunities for them, but will also provide a better consumer outcome because of the joined-up process it offers.
“We’re therefore looking forward to working closely with Acre in order to ensure our members get the most from this excellent system.”
Justus Brown, chief executive and founder of Acre, expressed his excitement over their partnership with one of the leading distribution businesses in the UK.
“We are thrilled The Right Mortgage has made Acre its CRM platform of choice, for its AR member firms, and DA members alike,” Brown said. “We’re building a system which can truly transform a business, giving advisers back the time they need to give holistic advice across all financial needs, using existing data rather than re-keying, next-gen sourcing capability, and back-office tools.
“We want to deliver on advisers’ wants and needs in a system they use every day. Acre is all about delivering positive change for our users, and we intend to do this with all member firms of The Right Mortgage.”
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