The Right Mortgage has announced a new relationship with intermediary platform, Acre.
Acre’s platform allows advisers to manage a client’s mortgage journey from start to finish through one system.
Acre said that this can save advisers approximately 90 minutes per case and also boost the firm’s Consumer Duty compliance.
As a result of the new relationship, all The Right Mortgage & Protection Network appointed representative firms will be moving across to the platform as their new CRM system later this year.
Members of the Right DA Club will also be offered access to Acre as one of the platforms of choice available to the.
Chief executive officer at The Right Mortgage, Martin Wilson, said: "Moving firms to a new CRM platform and system is never an easy decision but having seen the capabilities of Acre, its refreshing, tech-driven approach, what it can offer our member firms, and the time-saving and quality outcomes it is able to deliver, we feel very comfortable in making this decision and starting this new relationship."
As part of the move to Acre, The Right Mortgage firms will receive access to a customer success team, bespoke onboarding and regular reviews and training on the platform.
CEO and founder at Acre, Justus Brown, added: "We’re building a system which can truly transform a business, giving 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.
"We want to deliver on advisers’ wants and needs in a system they use every day. Acre is all about delivering positive change for our users, and we intend to do this with all member firms of The Right Mortgage."
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