Cleerly Mortgages selects Acre as CRM platform

Cleerly Mortgages  has selected Acre as its CRM platform following a market review, as the UK mortgage broker adopts a tech-first approach to support its growing advice business.

According to Acre, the implementation has improved broker productivity, reducing application processing time by the equivalent of four days per month per broker. The company also said Cleerly increased conversion rates from 26% to more than 62%, attributing the improvement in part to Acre’s Client Portal, which engages customers earlier in the advice process.

Acre’s platform combines CRM, sourcing, fact finding, compliance, and application functionality into a single system designed to reduce duplicate data entry and streamline regulatory processes.

“Acre is changing how we work. By removing much of the operational inefficiencies and administrative burden, our advisors can spend more time engaging with clients and delivering real value. It’s a CRM we’re proud to use and one that reflects our ambition to be a truly tech-first advice firm.” – Sat Singh, CEO of Cleerly Mortgages.

Acre, which was acquired by ClearScore, has raised $14.6 million from investors including Aviva Ventures, Founders Factory, McPike Global Family Office, and Sesame Bankhall Group.