The Right Mortgage network will now offer a new CRM system to its advisers through platform provider Acre.
All The Right Mortgage & Protection Network appointed representative (AR) firms will be moving across to it as their new CRM system later in the year. Members of The Right DA Club will also be offered access to Acre as one of the platforms of choice available to them.
The new Acre platform allows advisers to manage a client’s mortgage journey from start to finish through one system. It says this will streamline processes for advisers, saving them around 90 minutes per case and boosting the firm’s Consumer Duty compliance.
The platform allows advisers to source products, compare multiple product types, view lending criteria and affordability decisions and create fact finds automatically securing client information from Equifax, ONS and Onfido. It also offers a client portal allowing customers to complete a fact find, upload documents and message the adviser. In addition it offers tools which generate suitability reports automatically from these various information sources and show proof of research for the audit trail.
Acre also provides advisers with a number of back-office tools including accounting options to track and reconcile commission, plus automated management information reports to provide detail on business performance.
As part of this switch The Right Mortgage firms will receive access to a customer support team, offering training and regular reviews, plus a bespoke onboarding option.
The Right Mortgage CEO Martin Wilson says: “Moving firms to a new CRM platform and system is never an easy decision but having seen the capabilities of Acre we feel comfortable making this decision.
“As a business, we want to ensure our members have access to technology that will offer them real value and will deliver not just income-generating opportunities but provide better consumer outcomes because of the joined-up process it offers.”
Acre founder and CEO Justus Brown adds: “We’re building a system which can give advisers back the time they need to give holistic advice across all financial needs, using existing data rather than re-keying, next-gen sourcing capability, and back-office tools.”
