PMS And Acre: Partnering For You

PMS And Acre: Partnering For You


Date: 23rd October 2024
Author: Sesame Bankhall Group

Bankhall and PMS, the mortgage club, are closely related members of the Sesame Bankhall Group. And today, PMS has announced that it is strengthening its strategic partnership with Acre, one of the UK’s fastest growing mortgage and protection platforms, to help advisers start, run and grow their business.  

Based on a two-year pilot and incorporating adviser feedback, PMS is now co-developing an end-to-end solution designed specifically for mortgage and protection firms.

This next stage delivers integration of Acre’s CRM platform with PMS adviser services, and Bankhall compliance services.

Offering the best balance of features, ease of use, customer service, integrations, reporting and affordability, Acre gives you everything you need to grow your business, drive productivity, boost your conversion rates, and save on separate subscriptions.

Acre can help you:

- Reduce costs

- Save time and reduce errors

- Build your introducer network

- Streamline admin

- Simplify reporting

- More accurate sourcing
 

Source, write, review – All in one place

Acre's single integrated system gives all three vital facets of your job equal emphasis.

That's right — switch to Acre and your Bankhall file review services will all be handled through Acre too.  

With all the information and documents relating to the case already in Acre, why upload or send them elsewhere to be reviewed?

“The combination of PMS, Acre and Bankhall has revolutionised how our company conducts business. By utilising this technology, we've increased efficiencies and reduced our administrative time by approximately 30%. Additionally, Acre has significantly eased our regulatory burden with its built-in compliance checks. Acre continues to expand its functionality and stands out as the best mortgage CRM system available on the market; when you add PMS and Bankhall, it just gets even better.”
 

Your proactive partner for life

PMS’s partnership with Acre is just one part of our mission to be your ‘proactive partner for life’, with exciting further enhancements planned, including more product integrations and compliance services.

Contact your Regional Key Account Manager to discuss how we can help embed Acre into your business.

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