The Finance Family has migrated its team of 20 brokers over to Acre’s intermediary platform, as it looks to build on its growth plans.

The move is part of the Midlands-based financial services firm’s digital transformation and sees Acre’s end-to-end platform delivering "greater efficiency and productivity" to both its client-facing and back-office functions as it scales, empowering brokers with the right information to build a good customer experience.

As part of the partnership, Acre will work to deliver onboarding and training to The Finance Family’s brokers, informing them of how it can help them with client onboarding, case management, sourcing, reporting and compliance.

As a result, all brokers brought on to Acre’s platform have been using it in their day-to-day activities, allowing them to gain the benefits offered by Acre to make the switch from their own technology.

Director and owner at The Finance Family, Kevin Smith, said: "We are committed to providing first-class financial services to the local community, across the wider Midlands region, and the rest of the UK. Having the very latest mortgage CRM at our fingertips, thanks to Acre, means we are doing just that, as we are consistently able to ensure a great experience for all our customers.

"Acre also allows us to future-proof the way we run our business as we grow, delivering trusted, dependable financial advice quicker and positive outcomes to clients over the long-term."

Founder and chief executive officer at Acre, Justus Brown, added: "The Finance Family is embracing the benefit of Acre’s platform as they focus on their roadmap for future growth. We understand that digital transformation can be daunting for everyone - from management to the broker.

"However, as our work with Finance Family shows, if you work together to inform and educate everyone and be the helping hand, the journey can be smoother, and the benefits will appear quicker."

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