Acre is a mortgage protection platform that integrates case management, real-time lender data, and automated suitability reports into a single CRM solution for mortgage brokers. This technology addresses inefficiencies in the mortgage process by streamlining operations, enhancing compliance, and improving client communication through a modern digital experience.
Funding
$15M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Mortgage brokers often face challenges with fragmented systems, manual data entry, and the need to navigate complex compliance requirements. These inefficiencies lead to increased administrative overhead, potential errors, and difficulties in providing a seamless client experience.
Solution
Acre provides an end-to-end mortgage and protection platform designed to streamline operations for mortgage intermediaries. The platform integrates case management, real-time lender data, and automated suitability reports into a single CRM solution. Acre's software offers tools for brokers, clients, managers, admins, and compliance officers, creating a unified ecosystem for managing the entire mortgage process. By automating workflows, Acre reduces manual tasks, improves data accuracy, and enhances collaboration between brokers and clients. The platform's client portal offers a modern digital experience with features like effortless fact finds, secure document management, and free credit reports.
Target Audience
Acre primarily targets mortgage and protection brokers, brokerage firms, and networks seeking to streamline their operations, improve compliance, and enhance client engagement.
Features
- Purpose-built CRM for mortgage and protection brokers
- Integrated mortgage sourcing engine with real-time lender affordability data
- Integrated protection sourcing using client data from mortgage cases
- Automated suitability report generation
- Client portal for secure document management, fact finds, and credit reports
- Management dashboards for tracking key metrics and ensuring compliance
- Accounting tools for tracking fees and commissions
- Introducer portal for lead management and real-time case updates
- Blockchain technology for immutable record-keeping and compliance
- End-to-end data collection for secure and compliant advice