Real results from real customers

Cornerstone Network is a well-established mortgage and protection network that helps advisors to deliver outstanding client outcomes through Business Intelligence, Management Information, as well as providing best-in-class technology to the network.

Cornerstone Network wanted to partner with a tech provider that could help their advisors save time, reduce risk, and unlock new revenue opportunities.

• Market-leading integrations and cross-sells
• Intuitive, user-friendly software
• More accurate, compliant technology

Mortgages for Doctors is a mortgage firm that specialises in navigating the complexities of mortgage advice for medical professionals such as doctors, dentists, locums, consultants and nurses.

Frustrated by the lack of purpose-built CRMs for mortgage advice firms, Mortgages for Doctors decided Acre was tackling the major challenges that were so underserved by existing software in the space.

• Simplicity and integrations
• Great client engagement
• Increased efficiency and capacity

Mortgage & Money Management is a leading independent financial advice firm with offices in Hertfordshire and Essex.

The Mortgage & Money Management team faced inefficiencies due to being paper-based and relying on individual systems. This led to challenges in communication, team collaboration, and time-consuming processes like fact-finding and record-keeping.

• Streamlined Workflow: Acre eliminated the need for paper files, centralising all operations within a single system, which enhanced team collaboration and efficiency.
• Enhanced Accountability: By unifying processes, Acre provided greater visibility and accountability for each case, making it easier to track progress and ensure thoroughness.
• Simplified Case Management: Acre's all-in-one platform brought together fact-find, documents, notes, and to-do lists, simplifying case management and reducing time spent on administrative tasks.

The top-rated mortgage and protection advice firm in Mansfield and Ashfield.

Lewis Shaw had done a lot of benchmarking of other Mortgage CRM providers in the pursuit of a system that could help him save time jumping between systems and service providers. He decided to test-drive Acre as a tech partner that offered a fully integrated end-to-end platform to save time and effort.

• Fully integrated mortgage CRM
• Huge time savings on repetitive tasks
• Modern mortgage software that drives productivity

MAB is an independent, family-run mortgage and protection brokerage with offices in Glasgow and Dunblane.

With a strong focus on client satisfaction, MAB was looking for a technology provider that could help them deliver modern, digital experiences for their clients. The goal was to make it easier for clients to upload all their necessary information so that meetings were less focused on filling out fact finds, and more about diving straight into delivering valuable advice.

• Best-in-class Client Portal experience
• Increased productivity through fact finds
• Credit checks done up-front

Intrinsic House are a protection only firm which specialises in life insurance, income protection, and critical illness cover. It currently has 55 advisors.

At the time, Intrinsic House did not use any mortgage technology. Instead, they carried out their tasks the old-fashioned way - on paper. The paper process not only takes longer time and lots of manual work, but it also hinders the firm from scaling faster.

• Easy of use
• Efficiency and time saving
• Automated workflow