Acre has launched a refreshed client portal which includes new features that aim to help brokers move clients from first engagement through to completion.
The introduction of these features is part of Acre’s redesign to evolve into a comprehensive personal financial hub that clients can use to manage their financial wellbeing.
The client portal has been created in conjunction with Acre’s new referral functionality that enables firms to ensure that client needs are met while improving both client and business outcomes.
New upgrade features include multi-case and property view, detailed property reports, secure messaging, a health fact find and a homebuyer’s checklist.
Chief executive officer at Acre, Justus Brown, said: "Homebuying and ownership is about so much more than a mortgage. It is about home insurance, protection, energy costs, legal services and so much more.
"Acre's next-generation client portal is another step in our vision of providing clients with a personalised financial hub where they can immediately access information that helps them secure cheaper energy bills, better premiums and other home related services while delivering greater broker efficiency and stronger client engagement now."
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