Real results from real customers

We’ve built the ultimate solution for streamlining your mortgage & protection business - one platform tailored to meet the unique needs of principals, advisors, admins, and compliance personnel. Keep scrolling to learn more!

Mortgages for Doctors

Who are Mortgages for Doctors?

Mortgages for Doctors is a mortgage firm that specialises in navigating the complexities of mortgage advice for medical professionals such as doctors, dentists, locums, consultants and nurses.

Their challenge:

Frustrated by the lack of purpose-built CRMs for mortgage advice firms, Mortgages for Doctors decided Acre was tackling the major challenges that were so underserved by existing software in the space.

How Acre helped:

  • Simplicity and integrations
  • Great client engagement
  • Increased efficiency and capacity
Mortgages for Doctors logo
Cornerstone Network logo

Cornerstone Network

Who are Cornerstone Network?

Cornerstone Network is a well-established mortgage and protection network that helps advisors to deliver outstanding client outcomes through Business Intelligence, Management Information, as well as providing best-in-class technology to the network.

Cornerstone’s challenge:

Cornerstone Network wanted to partner with a tech provider that could help their advisors save time, reduce risk, and unlock new revenue opportunities.

How Acre helped:

  • Market-leading integrations and cross-sells
  • Intuitive, user-friendly software
  • More accurate, compliant technology

Shaw Financial

Who are Shaw Financial?

The top-rated mortgage and protection advice firm in Mansfield and Ashfield.

Shaw Financial’s challenge:

Lewis Shaw had done a lot of benchmarking of other Mortgage CRM providers in the pursuit of a system that could help him save time jumping between systems and service providers. He decided to test-drive Acre as a tech partner that offered a fully integrated end-to-end platform to save time and effort.

How Acre helped:

  • Fully integrated mortgage CRM
  • Huge time savings on repetitive tasks
  • Modern mortgage software that drives productivity
Shaw Financial Logo
Mortgage Advice Brokerage logo

Mortgage Advice Brokerage

Who are Mortgage Advice Brokerage?

MAB is an independent, family-run mortgage and protection brokerage with offices in Glasgow and Dunblane.

MAB’s challenge:

With a strong focus on client satisfaction, MAB was looking for a technology provider that could help them deliver modern, digital experiences for their clients. The goal was to make it easier for clients to upload all their necessary information so that meetings were less focused on filling out fact finds, and more about diving straight into delivering valuable advice.

How Acre helped:

  • Best-in-class Client Portal experience
  • Increased productivity through fact finds
  • Credit checks done up-front

Intrinsic House

Who are Intrinsic House?

Intrinsic House are a protection only firm which specialises in life insurance, income protection, and critical illness cover. It currently has 55 advisors.

Intrinsic’s challenge:

At the time, Intrinsic House did not use any mortgage technology. Instead, they carried out their tasks the old-fashioned way - on paper. The paper process not only takes longer time and lots of manual work, but it also hinders the firm from scaling faster.

How Acre helped:

  • Easy of use
  • Efficiency and time saving
  • Automated workflow
intrinsic house logo
Close Cookie Preference Manager
Cookie Settings
By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage and assist in our marketing efforts. More info
Strictly Necessary (Always Active)
Cookies required to enable basic website functionality.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.