Wellacre Wealth vs Coastal Loans

Wellacre Wealth mobile app provides greater visibility into both clients' overall financial picture and Wellacre Wealth's wealth advisory services. For clients, the app lets you: • View your accounts in a consolidated manner • See up-to-date performance returns and holdings on the household, account and portfolio levels • Access to your document vault where quarterly statements and other important documents reside • Household allocation by asset class • Details and Contact Information for Wellacre Wealth and your Wealth Advisor • And now with an improved interface and user experience For Wealth Advisors, the app lets you: • Search within your clients and see a consolidated view of accounts, portfolios, and holdings • Review your upcoming CRM calendar as a whole or by client. This application is free to download.

The Coastal Loans App is built for speed and driven by service. Our goal is to make your home loan as smooth and easy as possible. We have developed the Coastal Loans Mortgage App as a tool to simplify the homebuying and lending process. Whether you are a homebuyer looking to purchase a home, a current homeowner interested in refinancing, or a real estate agent hoping to speed up the process for your clients, the Coastal Loans App has a feature to benefit you. Key Features: • Compare different lending scenarios using various loan programs to help determine which product is right for you. • Calculate the possible savings (or cost) of refinancing your mortgage. • Determine if homeownership is an affordable option for you based on your current income and monthly expenses. • Scan in required documents on your phone and upload them quickly to expedite the loan approval process. • Easily access contact information for your Coastal Loans Licensed Loan Originator and real estate agent, and share this information with your family and friends. • Stay up-to-date on industry news and happenings that may impact your loan, like a change in mortgage interest rates. The calculations provided by the Coastal Loans App are useful in giving you an idea of what homeownership might mean for you. However, please be sure to contact your Licensed Loan Originator for a customized solution tailored to your specific financial situation, needs, and goals. Your Loan Originator can also assist you with any questions you have about your loan and the loan approval process.