Acre Client Portal enhances your client relationships
The Acre Client Portal empowers your clients to collaborate with you through the mortgage process. Our Client Portal fosters transparency and ease of communication with brokers in a broker-branded experience. Here, clients can complete fact finds, securely upload necessary documents, and even access their credit reports at no cost. With the Acre Client Portal, we're redefining the client experience, making it more seamless and interactive, ensuring that clients are at the heart of their mortgage journey.
The digital experience your clients expect
Acre Client Portal gives clients a branded online window into the mortgage process, a modern digital web app accessible from their phone or computer.
With the Acre Client Portal, brokers can provide the cutting-edge online experiences that today's customers demand. It's more than just a portal; it's a dynamic platform that enhances the entire client-broker relationship, offering easy access to information, and seamless communication.
The Acre Portal ensures that clients stay connected, informed, and engaged throughout their mortgage journey, setting a new standard for what clients can expect from their broker's services.
Effortless fact finds
Acre Client Portal is designed to simplify a traditionally complex process. Clients can complete fact finds with confidence, as our portal offers an intuitive and informative interface.
Clients are guided through each step with clear explanations and comprehensive information, building trust along the way. Meaning brokers can pick up cases with all the information at hand, making those first meetings more valuable.
Secure document management
Clients can use the portal as a way to upload all their necessary documents as well as view and sign documents digitally. No more sending proofs in the post, clients can manage their documents securely from the Acre Client Portal
Acre Client Portal guides clients through uploading all the required initial documents, including information about accepted forms of proofs etc.
All documents are stored securely so clients can access all information and policies easily online.
Send recommendations and suitability reports straight to your client’s portal for them to view and sign.
Credit reports
Through the Acre Client Portal, clients have the unique advantage of retrieving their consumer credit report from Equifax free of charge. What sets us apart is that this data doesn't just benefit the clients; it also seamlessly integrates with the Acre CRM, providing brokers with immediate access to crucial credit information.
This ensures brokers can comprehensively review and analyse client credit history and see any red flags as early as possible.
Secure client messaging
Say goodbye to the hassle of juggling multiple platforms for client communication and maintaining audit trails. Acre enables brokers to securely interact with clients directly within the client portal. When a new message arrives, advisors receive a notification, ensuring they stay informed and responsive.
This streamlined communication expedites applications, improves client experiences, and eliminates the need to sift through scattered emails. It’s never been easier to stay connected to clients, provide exceptional service, and maintain clear communication records within the Acre ecosystem.
Property reports
In the Acre Client Portal, clients can easily access a report about the property they’re purchasing. These reports serve as an early preview of critical information that could impact your clients' future property investments. They include jargon-busting explainers, broadband speed assessments, and the most recent Energy Performance Certificate (EPC) rating, helping clients make informed decisions about energy efficiency and utility costs.
Additionally, our reports provide insights into local property market trends, historical sale data, and details about the area, including tenures, crime statistics, and community demographics. Furthermore, we offer comprehensive land registry overviews, highlighting factors such as flood risks, geological surveys, and major infrastructure projects, providing a snapshot of potential property risks at an early stage.
Why choose Acre CRM?
Hear from our satisfied mortgage and protection brokers and managers about how Acre has helped them improve their businesses.
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