Active Mortgages chooses Acre to ease advisor burden

11 November 2024

11 November 2024: Active Mortgages, the UK’s go-to mortgage specialist for self-employed individuals, business owners, and investors, has selected Acre, the innovative intermediary platform, as its CRM of choice. Acre’s innovative tech is being utilised by Active Mortgages advisors to ease the compliance burden by instilling greater efficiency and profitability across the advice journey and ensuring regulatory demands are met.

Acre will be the core software supporting Active Mortgages’ advisors and their clients as they navigate the complexities of specialist mortgage advice. With its unique mortgage sourcing which pulls detailed criteria from each case, Acre’s system was a natural fit for Active Mortgages’s specialist client base. From Acre’s Client Portal ability to streamline client onboarding to automated suitability reporting and dashboards offering deep, real-time performance metrics, Active Mortgages will leverage Acre’s tech innovation to streamline business processes and maximise outcomes. 

Gary Das, founder and CEO of Active Mortgage, said, “We are living in a technology age and mortgage firms like ours must leverage to help us do the best for our clients, maximise profits and stay compliant. Acre comes out on top as a tech provider thanks to it being built with an understanding of how brokers work. It means we can spend more time on the valuable advice given to client. Plus the way it is compliant by design means it's one less thing for us to worry about.”

Justus Brown, CEO and founder of Acre added, “Gary and his team have an open approach to technology and understand that putting the right platform in place can lead to a raft of benefits. We are thrilled to be supporting Active Mortgages’s business and to bring a step change to their ways of working.”