PMS Mortgage Club and Bankhall, both part of Sesame Bankhall Group (SBG), have formed a strategic alliance with intermediary platform Acre to create bespoke technology solutions for Directly Authorised (DA) advisers.
This partnership extends the firms’ existing two-year collaboration and aims to improve workflow efficiency for advisers by reducing administrative burdens and enhancing business management.
Acre’s CRM platform provides a suite of features including mortgage and protection sourcing, instant online ID verification, credit checks, document uploads, and integrated 24/7 appointment booking.
The platform is now integrated with Bankhall, allowing advisers to combine file reviews and compliance checks within a single system. SBG stated that the partnership would lead to more exclusive product solutions and services later this year.
Richard Harrison, CEO at Sesame Bankhall Group, emphasised the importance of developing adviser-led tools, noting: “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.
“Through this new strategic partnership and strengthened proposition with Acre, we believe we can achieve our aim by offering advisers an integrated platform that gives them a one-stop-shop for all their mortgage and protection business.”
Acre’s CEO and Founder, Justus Brown, highlighted the progression of their partnership, stating, “We have made huge strides since the start of our partnership, and PMS has been a key part of the journey.
“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.”
