Cleerly turns to Acre’s platform to boost broker productivity

08 June 2026

Since transitioning to Acre, the advice firm’s client conversion rate risen to 62%, while also realising significant efficiency savings for each broker

08 June 2026, London: Specialist broker, Cleerly Mortgages, has selected Acre as its CRM platform, as the advice firm doubles down on its tech strategy to deliver a faster, smoother mortgage experience for both its advisors and clients.

The decision to partner with Acre follows an extensive market review by Cleerly, as the firm adopts a tech-first approach to mortgage advice. The integration of Acre into Cleerly’s broader tech stack delivers a modern, scalable architecture that will support its growing advice business as well as supporting client engagement and driving operational improvements.

Cleerly’s smooth transition to Acre’s CRM has resulted in an uplift in broker efficiency (saving 4 days/month per broker for application processing) and productivity, enhanced services and re-engineered internal business processes. Furthermore, Acre’s core features like the Client Portal have resulted in greater client engagement earlier resulting in boosting conversion rates from 26% to over 62%, as there is less need to focus on the fact find and attention can be turned to the higher value human-to-human advice that serve the complex needs of Cleerly’s customer base.

Acre’s platform brings together CRM sourcing, fact finding, compliance and application functionality into a single system, helping advisers streamline processes, reduce duplicate data entry and manage regulatory requirements more efficiently.

Sat Singh, CEO - Cleerly Mortgages said;

“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..”

Josh Skelding, chief commercial officer at Acre added;

"Cleerly exemplifies the modern advice firm - one that understands how the right technology can transform both the advisor experience and client outcomes. Their vision closely aligns with our mission to re-engineer the mortgage journey, and the results they’re already seeing demonstrate what’s possible.”