Bankhall and PMS Mortgage Club, part of Sesame Bankhall Group (SBG), have unveiled a series of updates developed by Acre, to help directly authorised (DA) firms improve efficiency and deliver better customer outcomes.
As part of the updates, enhanced Consumer Duty Dashboards will provide advisers with instant access to compliance and business performance data, leveraging Acre’s technology and Bankhall’s compliance support.
They aim to offer live data analysis and continuous monitoring of client and case information, enabling informed decisions based on actionable insights.
Key metrics tracked include amended standard fees cases, lender and insurer concentration, and service levels for vulnerable customers.
The dashboards also allow easy filtering by specific Consumer Duty outcomes, such as products and services, price and value, consumer understanding, and consumer support.
In the second quarter of 2025, Acre will release additional features, including an enhanced version of the Consumer Duty Survey, which will provide more in-depth insights to support compliance.
For a limited time, Bankhall and PMS members and clients will also have exclusive data capture functionality within the Retail Mediation Activities Return (RMAR) Reporting Tool, allowing advisers to export key data directly from Acre’s platform in a format that complies with regulatory requirements.
Advisers will also benefit from an enhanced Health Fact Find designed to boost data integrity, streamline the information capture process and avoid wasted time and effort exploring unsuitable products for clients.
Furthermore, an improved protection journey will help to support protection conversations for mortgage clients and make the creation of protection cases easier.
Claire Cherrington, DA distribution director at Sesame Bankhall Group, said: “We want to be a proactive partner for life for our directly authorised advisers, giving them the tools, tech and support they need to thrive, whether they’re starting out, scaling up or planning their exit.
“These enhancements help advisers to deliver outstanding client service, stay compliant and run their businesses safely.
“We’ll keep innovating with partners such as Acre to give advisers the edge in a competitive market.”
Justus Brown, Acre’s CEO and founder, said: “Evolving regulation and fast-moving mortgage conditions are driving advisors, their firms and networks to change how they do business.
“Joining forces with PMS and Bankhall means we can combine superior industry knowledge and experience with the best technology innovation, helping accelerate this change.
“We have always believed that technology should drive compliance by design, by building on industry expertise – and continuing our long-standing collaboration with Sesame Bankhall Group is a great example of how this innovative approach improves brokers’ bottom line.”
