Acre
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Our New Partnership With Acre
We’re excited to share some big news about an important update to our operations. This year, we’re transitioning to a new CRM system—part of our commitment to giving you the best tools and resources to streamline your processes and elevate customer service.
We’re proud to announce our new partnership with Acre, the all-in-one mortgage and protection platform built for Intermediaries—available to you at no extra cost.
After a thorough evaluation, we chose Acre for its advanced features and functionality, specifically designed to support our broker network.
With everything in one place, Acre helps you cut down on busywork and focus on growing your business.
Discover Acre
See first-hand how the Acre platform will transform your business.
Watch our Protection Video Tour below
Take a look at our General Insurance Video Tour below
Benefits of Using Acre
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More Flexibility
- A single-entry, end-to-end client platform
- Complete access for your administrators, and the rest of your team
- Secure cloud-based system for access anywhere
- The ability to transfer between products without changing pages or screens
- Customisable lead workflow and client communications
Save Time
- A time saving end-to-end system – the average Acre users save up to 90 mins per case
- Automatically generated mortgage & protection suitability letters, straight from the system, with data carried through from your entries
- One system to manage your clients, workflow and back-office
- AML checks with one click, including ID document and liveness verification
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Seamless Integration
- Fully-integrated mortgage sourcing – powered by your data entry, all via one system -with Acre’s lender criteria filters & real-time lender affordability data
- Integrated protection sourcing – the same as you have now only through one system
Manage Your Business With Ease
- Personally branded client portal
- Ability to use the system for messaging and managing clients
- Complete access to your stats via dashboards for your own reporting purposes
- Introducer portal for case management ease
- Ability to see your business in “real-time”
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Frequently Asked Questions
We will be sharing more details about the transition plan and training sessions for your firm in the coming weeks, so please watch this space. In the meantime, please read answers to common questions below:
How much will the system cost me and my advisers?
There will be no change to your existing monthly fees. Plus, with integrated AML checks, firms will be considerably better off, whilst gaining access to a more efficient and feature-rich platform.
Why did you pick Acre?
After careful consideration, thorough evaluation and a due diligence process, along with a complete AR Pilot we choose Acre due to its position in the market, company strength and development vision for the future.
What happens to my existing data in The Key?
Your data, meaning product end dates, and basic client details will be transferred into Acre, should you wish them to be. We will provide further details to each firm as necessary.
What about my ongoing cases?
You will have access to The Key for up to 4 months to ensure any pipeline cases are finalised, then the option of retaining a license on a read-only basis thereafter.
How will commission be paid?
There will be no change to the existing commissions process. We currently use an external system to pay commissions so moving from The Key to Acre will not delay you getting paid at all.
Will there be a delay on any commission payments from the old system?
No, everything will be paid as normal, with all new cases via the new system. Any case which was progressed through The Key to completion will be paid. Even though Acre will be the go-to system for your new cases, when we receive commission in, we’ll still refer back to The Key for your pipeline cases.
What support will I receive?
Your own designated TRM support desk and a dedicated Customer Success team at Acre will be available to our members. Plus we have a fully interactive suite of online training materials and a support helpdesk that can be accessed from within the Acre system. There will also be regular webinars and ongoing training sessions to help you with the transition and making the most of the system’s features.
Who will help me with reports?
Acre has a large range of off-the-shelf reports available and documented within the Acre Knowledge Base. Principals will also have access to a dashboard and will be able to view their business in real-time. We also have ongoing support within Acre, and we have a dedicated support team to help with any queries you may have.
Will I be able to keep The Key?
All members will be supported to transfer from The Key to Acre and as such, access to the Key will eventually cease, unless you wish to retain a read-only license. Each firm will be given a timeline for their transition.
Will We Still Need to Pay and Do Sanction Searches?
The EIDV, PEP and AML checks are integrated within the Acre platform at the click of a button and utilise the information collected through the fact-find.
This means you will no longer need to pay additionally for this service, and saves time rekeying information.
Will this help with my business?
Absolutely – An average Acre user saves up to 90 minutes per case when using Acre.
What about other product areas?
We have a development timeframe in place for all products, and look forward to working closely with our member firms and the team at Acre in order to achieve this.
How will I do Private Medical Insurance / Equity Release?
As you do now but within Acre, until full integration is in place. We will provide further training and notice as soon as we have finalised all details for these areas.
How will I do GI?
Uinsure & Paymentshield are currently integrated into the Acre system, which means that you can source and apply or simply refer, from within one platform. To find out more, watch our video here.
How will my new people and staff be trained?
We will be running training sessions, with our normal induction courses running alongside them. Full details will follow and each firm will be provided with their own training and roll out timeframe.
Does Acre work on Apple/Mac products?
Acre is browser-based and will work when you open a new browser. We recommend Google Chrome for the best experience with Acre.
Will I need a new URL for my website for my clients to access the client portal?
Yes – you can embed a link to the Acre client portal within your website. We will supply you with the URL to use as part of the training process.
Will all the staff have access to the commission account and see everything?
No, not unless you choose to give them access to that part of the system.
Will I have to have all my compliant documents signed off by Financial Promotions again?
No, if you continue to use existing signed off documents they will carry forward if used via the new system.
Thank you for your continued partnership and trust in The Right Mortgage.
We look forward to embarking on this exciting journey with you. Furthermore, if you have any further questions at this stage, please email The Right Mortgage team who will be happy to help: acre@therightmortgage.co.uk