Technology

Secure Client Messaging: How it Can Help Your Business

Subscribe to our newsletter

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Tired of jumping between your mortgage platform and emails or WhatsApp just to get in touch with your clients, only to have to copy your correspondence across to your case notes for audit trails?

‍

Good news! Acre has a solution that lets you communicate securely with your clients all from within the platform. Introducing our newest feature - Secure Client Messaging!

What is Secure Client Messaging?

‍

As you might imagine, this feature allows advisors to communicate with their clients via the Acre CRM and Client Portal. With a new and user-friendly design in the Client Portal, the feature looks exactly like other chat apps you're familiar with.

‍

Whenever you receive a new message, you’ll receive a notification in the CRM. Staying in the loop with your clients has never been easier! With the ever-increasing demands on our time and attention, the ability to communicate directly through a case in the CRM streamlines the process, saving both parties valuable time and effort.

‍

How does it work?

Just like every other messaging app, Secure Client Messaging lets you communicate directly with your clients on a case.

‍

For advisors, the notification bell in the upper right corner of the CRM ensures that you never miss a message from a client. With the option to mark messages as "Read" or "Unread," you can easily keep track of your workload and prioritise tasks accordingly.

For homebuyers, similarly to online banking, your clients get notified via email when they have a new message from you, making sure they never miss a message. Homebuyers can reply quickly to your messages, once again decreasing the time in the overall process.

‍

“When working on a case, there can often be a long line of communication between yourself and your clients. Having all these messages in one place makes submitting cases much easier and saves brokers a lot of time.”

Morgan, Product Manager & Mortgage Adviser.

How does it help your day-to-day?

1. Faster applications and smoother client journeys

Secure Client Messaging allows for more streamlined communication between you and your clients. Now you can receive and reply to messages quickly, all from within the case. This keeps your clients in the loop at every step of the application.

2. Everything is in one place, no more digging through old emails

Everyone hates having to jump between apps to perform tasks that should all be together. If you notice a document is required, you can send a secure message asking your client to upload it. Then when they read the message, they’re already in the Client Portal ready to do so.

3. Great client experience

The familiar chat design of the feature provides a great user experience for your clients and makes them feel like they can easily get in touch. Plus, the communication thread is automatically stored in your notes on the broker side.

Learn more about other Acre features

Curious to see how much time and effort Acre’s Secure Client Messaging feature can save you? The answer is a lot. You can also check out other time-saving Acre features.

Book time with our business development team to find out how Secure Client Messaging can accelerate your business and improve your clients’ experience: https://www.acresoftware.com/demo

‍

Acre is now Score

What's changed?

What's changing is the name and the way we look. Acre is now trading as Score, with a fresh brand identity to match, but everything you rely on stays exactly where it is. It's still the same mortgage all-in-one platform that advisors, firms, and networks across the country already use to grow their businesses, now presented under a name that brings us in line with the wider ClearScore Group.

Why the new name?

ClearScore acquired Acre earlier this year, and we've carried plenty of momentum into life as part of the Group since. Moving to the Score brand is a natural next step, because it brings us in line with ClearScore and reflects the mission we share, which is to make home buying quicker and easier and to help people take control of their financial lives. As our founder and Managing Director Justus Brown has put it, the day-to-day service you receive won't change at all, and bringing our brand together with the Group simply makes that shared mission clearer.

Has the mission changed?

Not in the slightest! We have always been here to make home buying quicker and easier, taking the pain out of the process so that people can get into their homes sooner, and that is exactly what we will keep doing, with a good deal more behind us now to do it well.

Will the service change?

No, it won't, you'll continue working with the same platform and the same people, and your existing contracts and commercial terms stay exactly as they are, still held with the same legal entity, Acre Platforms Limited. Our Customer Success team will keep looking after you just as they do today.

About ClearScore

Who is ClearScore?

The ClearScore Group is a global leader in financial marketplaces, helping over 27 million people access credit, insurance, and other financial products with greater transparency, fairness, and control. It founded its flagship UK credit marketplace in 2015, has since expanded across four continents and into new verticals such as its DriveScore app, and now works with over 200 partners worldwide. ClearScore is profitable, growing, and on a mission to make personal finance clearer, calmer, and easier to understand, and that mission runs right through its culture, along with a genuine belief in giving people more clarity and control over their money.

How do we fit into ClearScore?

We sit alongside ClearScore's other technology platforms, including D•One, its open banking service for lenders, together powering borrowing and home lending across unsecured credit, auto finance, and now mortgages.

What does the change
unlock?

What does joining ClearScore bring?

Joining ClearScore gives us a great deal more room to grow. With their backing, we can accelerate our technology roadmap and bring new AI-powered features to the platform faster than we could before, and we can enrich what we build with ClearScore's proprietary data and insights, getting cutting-edge technology into the hands of mortgage and protection businesses sooner.

What do brokers and firms stand to gain?

For the brokers and firms who use us, it really comes down to growing faster. Drawing on ClearScore's financial power and its UK user base of over 16 million, we can build the features you ask for more quickly and bring more leads into the ecosystem, which gives brokers, networks, and advisors more opportunities to win new business.

Is the business growing?

We're growing quickly, and so are the firms who build their business on the platform. Since the acquisition, we've seen record numbers of monthly mortgage submissions come through Score, and we've more than doubled our revenue year on year, with growth of over 2.5x. That momentum is showing up in our customers' businesses too: firms on the platform are saving each broker around four days a month on application processing, identifying protection needs for 85% of their mortgage clients, and doubling their client conversion rates. Delivering results like these takes serious engineering and serious investment, and with ClearScore behind us we can keep raising that bar at a pace few others in the market can match.

Why build your business on Score?

Because you'll be choosing a platform that is built to last. A lot of new mortgage tools have appeared lately, and many of them are small, pop-up CRMs put together quickly on basic AI, the kind of thing that can disappear just as fast as it arrived. Score is a very different proposition, we are an established, whole-of-market platform that brokers, networks, and advisors across the country already trust with their businesses, and we are now backed by one of the most advanced and reliable fintech stacks in the industry through ClearScore. A proven platform, real investment, and genuine scale mean we can keep powering ahead of newer, lighter-weight tools and keep building for the long term.

Independence and
ownership

Is Acre being absorbed into ClearScore?

No. We operate as an independent business unit within the ClearScore Group, with our full management team staying exactly where they are, and we'll carry on supporting mortgage and protection firms with the same data-driven platform, now with the reach and scale of the wider Group behind us.

Will our advice-first philosophy change?

No. We have always believed that the best mortgage decisions come from high-quality, personal advice, and it is a belief ClearScore shares. If anything, the direction the market is heading only reinforces it, which is why we will stay a whole-of-market platform focused on helping brokers do their very best work for their clients.

Your data

Is my data safe?

Yes, and nothing about the move to Score changes that. Your data, and your clients' data, is protected by exactly the same contractual obligations and technical safeguards as before, and being part of ClearScore does not give anyone new access to it. We will never introduce your customers to a third party without the right consent, and your clients always keep the rights to their own data. If anything, joining a group whose entire business is built on handling data responsibly, and only ever with the user's permission, raises the bar we hold ourselves to.

The best way to see what Score can do is to book a demo, and we'll walk you through the platform and how it could work for your firm. If you'd rather drop us a line, you can reach our sales team at sales@scoremortgage.com, or send any general enquiries to hello@scoremortgage.com.