PMS and Bankhall partner with Acre to power adviser tech
PMS Mortgage Club and Bankhall, part of Sesame Bankhall Group (SBG), have entered a new strategic partnership with intermediary platform Acre to jointly develop bespoke end-to-end technology solutions for the Directly Authorised (DA) adviser market.
The new agreement builds on the existing two-year relationship and will see the firms invest and create exclusive adviser-led solutions with the aim of delivering better ways of working that help alleviate day-to-day admin pressures, enabling advisers to run more efficient and effective businesses.
Acre’s CRM platform offers a range of valuable features including mortgage and protection sourcing, instant online ID verification and credit checking, efficient fact-finding, easy document uploads, at-a-glance reporting and a user-friendly introducer portal for leads and referrals, along with integrated 24/7 appointment booking.
As part of this new enhanced partnership, Acre has integrated its market-leading CRM platform with Bankhall. This means that advisers using Bankhall’s file review service will be able to access additional benefits including the streamlined integration of compliance checks, enabling advisers to source, write and review all in one place. Further enhancements are expected later this year, including integrated product solutions and additional compliance services.
The news comes as SBG embarks on a programme of further growth and modernisation to help deliver on its ambition to become the UK’s leading provider of services to advice firms. It follows on from the business’s recent launch of an expanded protection offering.
Richard Harrison, Chief Executive Officer at Sesame Bankhall Group said:
“Our aim is simple: to be the proactive partner of choice for life for the adviser community. As part of our commitment, we need to constantly evaluate and develop the very best adviser-led tools, technology and services for the DA market, which advisers can rely on to start, run, grow and exit their businesses efficiently. Through this new strategic partnership and strengthened proposition with Acre, we believe we can achieve our aim, by offering advisers an integrated and easy to use platform that gives them a one-stop-shop for all their mortgage and protection business and an enhanced experience, enabling them to better serve their customers.”
Justus Brown, Chief Executive Officer and Founder, Acre added:
“We have made huge strides since the start of our partnership, and PMS has been a key part of the journey. Our mission remains the same - we are committed to delivering a fresh approach to the mortgage journey and building tech that makes advisers’ work easier and client relationships stronger. Looking to the future, a closer strategic partnership with PMS and Bankhall means we can combine our tech with their unique services and market knowledge to build solutions that brokers want and need.”