"Easy and secure client communications and efficient, transparent processes for brokers and their clients are vital for a seamless journey."
Mortgage intermediary platform, Acre, has enhanced its client portal.
The portal is the central contact point between brokers and clients, where clients can easily reach out to a broker, upload documents, pull their credit reports, eID verification (eIDV), and see the status of their case at any point.
The embedded secure client messaging is designed to drive better communication between brokers and clients, creating a greater client experience and faster case applications.
The secure messaging technology protects confidential information and builds a central record of homebuyer correspondence and notes to help with compliance. In the future, this will extend to lenders and insurers as well.
Acre has also introduced a new documents feature into the portal to let clients securely upload multiple files at one time into the portal. Through a ‘guided journey’, clients automatically perform eIDV and credit checks while completing the fact finding process, meaning brokers save time and points critical to the mortgage application are less likely to be missed.
Acre’s verification system automatically highlights any information missing for this case and product in order to get a DIP. Clients have a free copy of their credit report to keep, and have one place where they can see the progress of their case, and all the lender, insurer, and broker-generated documents for their purchase.
Justus Brown, CEO and founder of Acre, said: “Buying a home is one of life’s biggest purchases and clients want to know they are in good hands when applying for a mortgage. Easy and secure client communications and efficient, transparent processes for brokers and their clients are vital for a seamless journey. Our client portal is the central point between broker and client, from the second the client is introduced to the celebratory end where they get the keys to their home. We’re excited to be constantly adding to and improving this experience.”
