Koodoo partners with Acre to streamline mortgage process

Its in-house brokerage will use Acre’s platform to slash case processing time by a quarter

Koodoo partners with Acre to streamline mortgage process

Koodoo, a provider of mortgage technology for UK price comparison websites and online lead sources, has announced a partnership with intermediary platform Acre.

Koodoo’s in-house brokerage will now use Acre’s platform, aiming to reduce average case processing time by 25%.

By centralising data and interactions within a single platform, Koodoo and Acre aim to enhance communication between internal and external business departments and between advisors and clients. The integration is expected to streamline the advice process, leading to better customer outcomes and significant time savings.

The collaboration is designed to boost operational efficiency and client satisfaction by providing a more transparent and responsive service, aligning with Consumer Duty requirements. This, they suggest, sets a new standard for digital integration in financial services, where improved workflows and data accessibility drive better outcomes for clients and advisors.

Koodoo’s platform offers access to over 100 lenders and more than 25,000 deals, supporting comparison sites and guiding clients to a variety of options, including specialist brokers, lenders, and Koodoo Advice, its in-house brokerage. It uses comparison technology, AI document processing, and AI call compliance checking tools to automate and improve the mortgage application process.

Acre’s CRM platform, selected by Koodoo, helps brokers manage clients’ mortgage journeys from start to finish. Acre’s technology simplifies the process from lead capture and fact-finding to research, recommendation, and application, enhancing the advice process and improving the client experience. The platform includes features like easy case management, smart dashboards, and an intuitive client portal that offers credit reports and sourcing tools.

“Mortgages can be a time-consuming and testing process for prospective homeowners and brokers alike,” said Justus Brown (pictured left), Acre chief executive and founder. “Acre and Koodoo are digital disruptors, and we share the common goal of making that journey far smoother.

“Our work is focussed on facilitating a far more harmonious relationship between advisor and client. Koodoo’s in-house brokers will reap such rewards as they move their leads into Acre and utilise the platform’s best-in-class technology to provide a superior service, source the right deal for each case and get to DIP first time, every time.”

Mansi Behl (pictured right), lead mortgage and protection consultant at Koodoo, said they were excited to introduce Acre, adding that it is going to make a big difference in how they serve our customers.

“Having a single platform for all information is highly beneficial for both us and our clients,” she said. “This means we’ll be on the same page regarding case progress and areas needing attention.

“Plus, we’ll have a centralised place to store and track all relevant files, clearly accessible for both consumers and advisors. I am also looking forward to analysing my team’s performance in more detail, thanks to the integration of data points on Acre.”

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