Active Mortgages, a specialist for self-employed individuals, business owners, and investors, has chosen Acre as its CRM provider.
Acre’s innovative tech is being utilised by Active Mortgages advisors to ease the compliance burden by instilling greater efficiency and profitability across the advice journey and ensuring regulatory demands are met.
The system’s unique mortgage sourcing feature pulls detailed criteria from each case, making it suitable for Active Mortgages’ client base.
Acre’s client portal streamlines client onboarding and provides automated suitability reporting, along with real-time performance metrics that will help Active Mortgages optimise its processes.
Gary Das, founder and CEO of Active Mortgages, said: “We are living in a technology age and mortgage firms like ours must leverage to help us do the best for our clients, maximise profits and stay compliant.
“Acre comes out on top as a tech provider thanks to it being built with an understanding of how brokers work.
“It means we can spend more time on the valuable advice given to client. Plus the way it is compliant by design means it’s one less thing for us to worry about.”
Justus Brown, CEO and founder of Acre, said: “Gary and his team have an open approach to technology and understand that putting the right platform in place can lead to a raft of benefits.
“We are thrilled to be supporting Active Mortgages’ business and to bring a step change to their ways of working.”
