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About Acresoftware Com
What is Acresoftware Com?
Acresoftware Com (Acre) is a purpose-built platform that streamlines mortgage and protection brokerage operations. It combines case management, a sourcing engine, protection sourcing, and automated suitability reports into a single CRM tailored for financial intermediaries.
Problem it solves
Mortgage brokers traditionally juggle multiple disconnected tools for sourcing, client communication, and compliance, leading to inefficiency and errors. Acre solves this by providing one integrated system that centralizes data, automates report generation, and supports compliance with FCA's Consumer Duty.
Who it's for
Acre is designed for principals, brokers, admins, and compliance personnel within mortgage and protection firms. It is also beneficial for clients via a dedicated portal for document management and communication. It is not for general-purpose sales teams or businesses outside the mortgage/protection sector.
Real use cases
Brokers use Acre to manage cases efficiently, access real-time lender affordability data, and generate detailed suitability reports. Clients use the portal for fact finds, secure document uploads, and free Equifax credit reports. Managers leverage dashboards and accounting tools for oversight and reconciliation.
Key features
- Purpose-built CRM — Tailored specifically for mortgage and protection brokers to ensure precision and efficiency.
- Mortgage Sourcing Engine — Access real-time lender affordability data and a wide range of product options for perfect matches.
- Integrated Protection Sourcing — Source protection products using client data from existing mortgage cases, saving time and improving service.
- Automated Suitability Reports — Streamline the creation of comprehensive, accurate reports with new standards of precision.
- Client Portal — Offer a branded digital hub for clients with easy fact finds, secure documents, and communication.
- Free Credit Reports — Clients access their Equifax report at no cost, allowing brokers to review history early.
- Management Dashboards — Track key metrics and identify strengths/areas for improvement to ensure Consumer Duty compliance.
SaaSpartout Score
7.1
/10
Editorial score from our review methodology — not user ratings.
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Acresoftware Com Pricing
Acresoftware Com pricing: Bespoke quote.
For comparison: the median starting price in CRM is $39.93/month, measured across 114 tools we track. See the full SaaS Pricing Index →
Custom Quote
Acre does not list standard public pricing. Plans are tailored to the size and needs of your firm, covering the full suite of broker, client, and manager features.
Free trial: Access to the Acre tour video is available by submitting an inquiry. For full product access, book a demo to discuss requirements and receive a bespoke quote.
Frequently asked questions
What is Acresoftware Com?
Acresoftware Com, known as Acre, is an all-in-one mortgage and protection platform that provides a CRM, sourcing engine, and client portal for brokers and their clients.
Is there a free trial for Acresoftware Com?
No public free trial is listed. You can request access to the Acre tour video or book a demo to see the platform in action.
How much does Acresoftware Com cost?
Pricing is not publicly listed. It is provided via a bespoke quote after booking a demo, tailored to the firm's requirements.
Who is Acresoftware Com best for?
Acre is best for mortgage and protection brokers, admins, compliance officers, and firm principals who need a single integrated platform for case management and compliance.
What are top alternatives to Acresoftware Com?
Depending on your needs, alternatives include other mortgage-specific CRMs or general platforms like HubSpot, but Acre is known for its tailored solutions for the mortgage and protection sector.
Does Acresoftware Com include a client portal?
Yes, it includes a branded client portal with fact finds, secure document sharing, free credit reports, and communication features.
