Lead stage tracking in Acre

Better lead management

Admins can seamlessly view brokers' calendars within the platform, enabling them to identify optimal meeting times efficiently. Admins can also send scheduling links to clients so they can pick a time when advisors are available.

Admins can then invite clients to their Client Portal, ensuring that clients have all the necessary information at their fingertips before their meetings. This means less chasing clients for documents and fact finds before they speak to a broker.

Introducer portal

Acre’s mortgage software lets you to invite introducers to their own Introducer Portal, granting them direct access to introduce leads seamlessly through the system. This means introducers get real-time case updates which ensures they can see the progress of their leads without requiring manual intervention from admins. This not only saves valuable time but also fosters a transparent and collaborative relationship between your brokerage and introducers.

With Acre, introducers have the tools they need to be actively engaged and informed throughout the lead journey, while your admin team can focus on higher-value tasks, it’s a win-win.

Introducers business split widget on Acre dashboards
Workflow and reminder automations in Acre

Workflow automations

Consistent and timely task management becomes effortless for admin teams. Acre offers the flexibility to set up default reminder workflows tailored to your specific needs. This means you can establish standardised processes that ensure tasks are managed consistently and on schedule, be it protection reviews, remortgage discussions or anything else.

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