"Looking to the future, a closer strategic partnership with PMS & Bankhall means we can combine our technology with their unique services and market knowledge to build solutions that brokers want and need."
- Justus Brown, Founder & CEO of Acre
This partnership builds on its existing two-year relationship and will allow firms to invest and create exclusive adviser-led solutions to help alleviate day-to-day admin pressures, enabling advisers to run more “efficient and effective” businesses.
Acre’s platform includes a range of valuable features, including mortgage & protection sourcing, instant online ID verification, credit checking, efficient fact-finding, document uploads, at-a-glance reporting, and an introducer portal for leads and referrals. Advisers will also have access to integrated 24/7 appointment booking.
“Our aim is simple: to be the proactive partner of choice for the adviser community. As part of our commitment, we need to constantly evaluate adviser-led tools, technology, and services for the Directly Authorised (DA) market, which advisers can rely on to start, run, grow, and exit their businesses efficiently,” explained Richard Harrison, CEO at SBG.
He said: “Through this new strategic partnership and strengthened proposition with Acre, we believe we can achieve our aim, by offering advisers an integrated and easy-to-use platform that gives them a one-stop-shop for all their mortgage & protection business and an enhanced experience, enabling them to better serve their customers.”
Justus Brown, Founder & CEO of Acre, added: “We have made huge strides since the start of our partnership, and PMS has been a key part of that journey. Our mission remains the same – we are committed to delivering a fresh approach to the mortgage journey and building technology that makes advisers’ work easier and customer relationships stronger.
“Looking to the future, a closer strategic partnership with PMS & Bankhall means we can combine our technology with their unique services and market knowledge to build solutions that brokers want and need,” he concluded.
