Supercharge your business with Score’s advanced features
Score is an all-in-one customer relationship management solution designed to streamline your operations, simplify your workflow, and give you insights into your business. With its powerful automation tools, detailed analytics and reporting, central data storage and real-time collaboration features, Score is the ultimate tool to help your business thrive and deliver better customer outcomes.
Collaborate with your clients
Score's client portal is the perfect tool for advisors looking to deliver great customer outcomes. The portal offers transparency, efficiency and easy communication throughout the mortgage application process. Clients can view the status of their application in real-time, access all relevant documents and communicate with their mortgage advisor easily.
This streamlines the process, reducing the need for customers to chase information or paperwork and provides a more efficient and transparent process, improving the overall customer experience and building trust with clients.
Faster Fact Finds
By integrating over 45 sources of data, including credit reports from Equifax and expenditure estimates from ONS, fact finds are faster and more accurate.
Score sourcing seamlessly pulls through all relevant data from the fact find. And suitability reports are automatically generated, letting you add the finishing touches.
More accurate sourcing
Score's fully-integrated mortgage sourcing gives you unparalleled control, allowing you to compare products with multiple levels of filters, real-time lender affordability, and a wide range of product types to find the perfect product for your client.
Keep up with the fast-paced lending market using Score's Lender Criteria filters, ensuring perfect match for your client's needs.
Never miss an affordable option with Score's real-time lender affordability data, saving you time.
Compare and find the best fit for your client with Score's multiple product options including Second Charge, Retirement, Interest-only, Porting, Product Transfers, and Further Advances.
Better lead management
Invite your introducers to send you leads via the Score introducer portal. Referred leads appear automatically in your system, ready for you to contact them. Introducers can see automatic updates for their referrals in their portal.
What's more is that you can connect your calendar to book meetings whilst looking at your clients details. Or even invite your clients to schedule meetings to suit their availability.
Back office tools
Revolutionise your firm's financial management with Score's cutting-edge accounting tools. Effortlessly track and reconcile commission with ease, while automatically generated management information (MI) reports provide a comprehensive overview of your business performance, empowering you to make data-driven decisions that grow your business.
Best-in-class support
Our Customer Success team will design a custom onboarding plan for your company and support you throughout your Acre journey. From setup to training, support, and ongoing check-ins, we're here to ensure a smooth experience and set your team up for success.
We will also support you in migrating all of your existing client data from your current systems to Acre at no additional cost, making the transition as seamless as possible.
Everything you need, all in one place
Why choose Score CRM?
Hear from our satisfied mortgage and protection advisors and managers about how Score has helped them improve their businesses.
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Want to know more?
Send over any questions and we’ll get back to you ASAP