This is part of Acre’s plan to turn the client portal into a comprehensive personal financial hub for clients to manage their finances.
The portal has been developed in conjunction with Acre’s new referral function which allows firms to ensure client needs are met while improving outcomes.
New features include multi-case and property views, as well as simpler logins to give users a more intuitive way to interact with advisers.
The multi-case and property view dashboard enables users to track multiple cases and properties, while the detailed property reports provide information on energy performance certificate (EPC) ratings and local internet speed.
Acre has also improved the secure messaging feature, allowing users to message more than one broker if they have multiple properties or mortgage and protection cases.
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There is a health fact find where clients can add detailed medical and health information in a secure way, which Acre said could resolve the issue of having uncomfortable conversations with advisers and streamline the fact find process.
Justus Brown, CEO of Acre 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.”
Earlier this year, Acre said it was on track to pass its target of new mortgages written using its platform.
