Acre has revamped its client portal, introducing new features to help brokers move clients from first engagement through to completion with ease.
The new client portal has been created in conjunction with Acre’s new referral functionality that enables firms to ensure all client needs are met.
The refresh also includes new features like multi-case & property views and simplified log-ins to give homeowners an enhanced, more intuitive way of working with their advisers.
EPC ratings and local internet speed data are now included in every property report and user experience enhancements offer clearer, frictionless messaging. Client portal users will find improved message threads and the ability to message multiple brokers if they have multiple properties or concurrent mortgage and protection cases.
Clients can now add detailed health information, including medical history, general lifestyle, diagnosed conditions, medications and family medical information. Sensitive health information is shared in a secure manner, streamlining the fact-finding process and reducing embarrassment that can come from face-to-face or telephone health conversations. The information captured will help advisers provide a streamlined protection advice journey with improved client outcomes.
In addition, a homebuyer’s checklist educates clients on all aspects of being a homeowner and helps prepare clients for discussing a full range of needs helping brokers to direct clients to conveyancing services, wills, and surveys via the portal.
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."
