Welcome to Acre Software!

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All-In-One Mortgage & Protection Software
Join the advisors across the country switching to Acre, the end-to-end mortgage platform. Acre has everything in one place so you can spend less time on busywork and more time growing your business.

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What does Acre Software do?

We’ve built the ultimate solution for streamlining your mortgage & protection business - a single platform mortgage intermediaries can rely on to meet the unique needs of principals, brokers, admins, and compliance personnel.

Acre for Brokers

Streamline your mortgage and protection brokerage with Acre's dedicated mortgage broker software. Tailored exclusively for brokers, it offers efficient case management, intuitive dashboards, and automated suitability reports, saving you time and enhancing client relationships.

Purpose-built Mortgage and Protection CRM	Acre provides a tailored CRM for brokers, ensuring precision and efficiency in your operations.
Leading Mortgage Sourcing Engine	Our fully-integrated mortgage sourcing offers real-time lender affordability data and versatile product options for the perfect match.
Integrated Protection Sourcing	Source protection products seamlessly using client data from mortgage cases, saving time and enhancing client services.
Automated Suitability Reports	Streamline the creation of comprehensive suitability reports, setting new standards in precision and efficiency.

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Acre for Clients

The Acre Client Portal transforms the client-broker relationship during the mortgage process. Clients benefit from a branded online window into their journey, simplifying fact finds, secure document management, free credit reports, and seamless communication.

Modern Digital Experience	Acre Client Portal provides the digital convenience clients expect, accessible from any device, with easy access to information and seamless communication.
Effortless Fact Finds	Acre Client Portal's intuitive interface that guides clients through fact finds, building trust and ensuring brokers have comprehensive information from the start.
Secure Document Management	Clients can securely upload, view, and sign documents, eliminating the need for physical proofs and ensuring easy access to all information.
Free Credit Reports	Clients can access their Equifax credit report at no cost, integrated with Acre CRM, enabling brokers to review credit history and identify potential issues early.

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Acre for Managers

Elevate your brokerage with Acre, your all-in-one solution for efficient management and growth. Our platform offers real-time management dashboards, robust accounting tools, MI reports for insights, and seamless compliance, including automatic audit trails.

Management Dashboards	Identify strengths, areas for improvement, and track key metrics to ensure compliance with FCA's Consumer Duty.
Accounting Tools	Effortlessly track and reconcile fees at the case level, including broker fees, proc fees, and commissions.
Management Information Reports	Gain valuable insights with MI reports. Track your business pipeline, understand case cancellations, and dive into the Case Status Waterfall for a comprehensive view of your operations.
Cross-Sell Opportunities	Streamline operations and unlock new revenue streams effortlessly with Acre. Our automation capabilities allow you to refer services like conveyancing, home insurance, and wills.

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Acre for Admin Teams

At Acre, we understand that Admins are the backbone of a brokerage, ensuring everything runs smoothly. Our platform is tailored to empower admin teams with essential features.

Efficient Lead Management	Admins can seamlessly access brokers' calendars, streamlining meeting scheduling. Clients receive scheduling links, reducing the need for document chasing before meetings.
Introducer Collaboration	Acre's Introducer Portal invites introducers to introduce leads directly. They receive real-time case updates, fostering transparency and saving admin time.
Automated Workflow	Admins can seamlessly access brokers' calendars, streamlining meeting scheduling. Clients receive scheduling links, reducing the need for document chasing before meetings.

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Acre for Compliance Officers

Case checking has never been smoother, satisfying consumer duty has never been simpler. Acre makes auditing cases for compliance a breeze by flagging risks, improving collaboration with advisors, and automating manual pitfalls for advisors.

Better collaboration	Simplify the back-and-forth between case checkers and advisors for better outcomes.
Unrivalled proof of research	Our blockchain technology captures a snapshot of exactly what was sourced at the time and why.
Compliant by design	Automated workflows and record-keeping ensure consistent advice & compliance with consumer duty.
End-to-end data collection	Our data model allows for smarter movement of information for secure and compliant advice.

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Only pay for the cases you place

No more paying flat fees for mortgage software that overcharges and under-delivers. Switch to the intermediaries platform that only charges you for applications that complete.

Complete flexibility	With Acre Platforms, there's no need to worry about paying per user. Only pay for successful case completions.
No hidden costs	No hidden fees. No extra licenses. No locked features. What you see is what you get.
No commitment	If your business doesn’t grow when you switch to Acre, you can leave within 30 days.
Aligned incentives	You only pay us on successfully completed volume, ensuring we’re fully invested in your growth.

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Customer Testimonials

Why choose Acre CRM? Hear from our satisfied mortgage and protection brokers and managers about how Acre has helped them improve their businesses.

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"A lot of advisors who have been advising for more than five years are particularly surprised by how easy it is compared to what they've known from other systems..."
Chris Caulfield-Jones
Cornerstone Network
Cornerstone case study

"Having everything in one place—fact find, documents, notes, to-do list—has made each individual file easier to work with."
Tom Edwards
Mortgage & Money Management
Mortgage & Money Management case study

"it's all of those small little bits that all add up to become a very slick system that wasn't available in the open market elsewhere."
Michael Harms
Mortgages for Doctors
Mortgages for Doctors case study

"I'm more productive when I'm using Acre. It cuts down on all that unnecessary work and wasted admin time. The big thing for me is I've got more time back."
Lewis Shaw
Shaw Financial
Shaw Financial case study

"The real game changer is A) having that upfront before the first meeting and B) the credit file. So you can see if there are any blips or anything there. And it's also allowing us to be really productive in that first meeting."
George Williamson & David Rolleston
Mortgage Advice Brokerage
MAB case study

"Acre is so fast and efficient. As long as my fact find is completed and correct, I can package a mortgage and protection in 30 minutes. The system is so easy."
Neafoz Butt
Mortgage Hand
Mortgage Hand case study

"Everything is in one place, from fact finds, ID checks, Income and expenditure, to sourcing and suitability reports. The system has streamlined the advisors' work process."
Gioi Tran
Intrinsic House
Intrinsic House case study

Acre simplifies mortgage advice

Brokers are an important part of getting the best deal on your mortgage and insurance, and they help you navigate the process of buying a home. However, they’re often limited by outdated tools. Acre's intermediary platform improves the process by:

Putting users first	We’ve designed our platform around the intermediaries it serves. By putting home buyers and brokers at the heart of its design, Acre is building the best mortgage CRM in the market.
Automating compliance	There’s an unchangeable ledger of all actions so things are never out of sync. The requirements, documents, and rules change to match the product being sold, reducing re-keying.
Improving cross-sales	Protection, home insurance, and conveyancing, are all included in the journey. And if a client decides later on they want to buy one of these through their broker, they won’t need to start the advice process over again in a new tool.

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