Why Mortgage & Money Management chose Acre
About Mortgage & Money Management
Mortgage & Money Management is a leading independent financial advice firm with offices in Hertfordshire and Essex. With a focus on delivering personalised service, Mortgage & Money Management prides itself on building long-term relationships with clients, ensuring their financial needs are met at every stage of life. The team’s expertise and commitment to customer satisfaction have made them a trusted partner in the financial services industry and also by some of Acre’s team members who have needed mortgage advice!
For more information, visit Mortgage & Money Management.
The Challenges of a Paper-Based System
Before adopting Acre, Mortgage & Money Management struggled with outdated processes. “Being paper based & working using own individual systems, the communication & working as a team was not as efficient as it could have been. Also, just general fact -, record keeping – being a paper file was time-consuming & archaic!”
The Impact of Acre: Efficiency and Accountability
Since implementing Acre, they’ve seen significant improvements in their workflow. “Acre has enabled us to get rid of paper files, and we now all work from the same system. This gives accountability and makes us more efficient with each case." By centralising operations on one platform, Acre has streamlined their processes, enabling the team to work more cohesively and effectively.
Key Features That Make a Difference
What sets Acre apart for them are the platform’s comprehensive features. “Having everything in one place—fact find, documents, notes, to-do list—has made each individual file easier to work with." This all-in-one approach simplifies case management and ensures that nothing slips through the cracks, improving both productivity and client service.
Enhancing Workflow and Productivity
Over the two years since adopting Acre, they’ve seen sustained improvements in their workflow. One standout benefit has been the ability to automatically diarise clients on two-year fixed rates, streamlining the review and update process. “Not having to rewrite the fact-find is a huge bonus," they noted. The transition to Acre’s system, although initially challenging, has ultimately been a "huge success."
Why They Recommend Acre
“It’s an all-in-one CRM system that will make your advisors' and administrators' lives easier. We also have good backend support for any issues that may come up."
Looking to the Future
Another big plus is Acre’s commitment to continuous improvement. “I also like the future ambitions of Acre, always looking to improve the workflow... They take on broker feedback and make implementations based on the everyday user." This is something we pride ourselves on at Acre, and we’re looking forward to continually improving our platform to deliver the tools that improve the lives of our users!
A huge thanks to Tom and the Mortgage & Money Management team for the last few years of being on the journey together. Here’s to many more!