
Acre has upgraded its broker mortgage and protection software, adding new features to the portal.
New elements include:
-
Multi-case and property view – A clearer dashboard that allows clients to track multiple cases and properties
-
Detailed property reports – Includes energy performance certificate ratings and local internet speed data
-
Secure messaging – Improved threads that allows messaging to multiple brokers if they have several properties, or concurrent mortgage and protection cases
-
Health fact find – Clients can now add detailed health information, including medical history, general lifestyle, diagnosed conditions, medications and family medical information
Acre chief executive Justus Brown says: “Homebuying and ownership is about so much more than a mortgage.
“It is about home insurance, protection, energy costs, legal services and so much more.
“Acre’s next-generation client portal is another step in our vision of providing clients with a personalised financial hub where they can immediately access information that helps them secure cheaper energy bills, better premiums and other home-related services while delivering greater broker efficiency and stronger client engagement now.”