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!

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
mortgage hand logo

Mortgage Hand

Who are Mortgage Hand?

Mortgage Hand are an independent whole-of-market mortgage brokerage, offering mortgage and insurance advice.

Mortgage Hand’s challenge:

Mortgage Hand were on the hunt for a new system as their previous solution and workflow was taking too much time, required a lot of manual work, and made it hard to perfect their process.

How Acre helped:

  • Suitability
  • Efficiency
  • Customer service
Got questions?

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