PRECISE. Intermediaries only. vs Will Protect

Introducing the Precise App – your essential tool for managing mortgage cases efficiently. Designed for intermediaries, this powerful app lets you track existing cases in real-time, ensuring you stay updated with on-the-go notifications. Simplify your workflow with built-in calculators and access comprehensive product and criteria information anytime, anywhere. Enhance your productivity and provide exceptional service to your clients with the Precise App – the ultimate solution for mortgage professionals. Download now and experience seamless case management at your fingertips.

Record details of properties, pensions, investments, bank accounts, insurance policies etc, to maintain your asset portfolio. Categorise your assets, describe them, record account details, assign values and define the ownership—all within the secure Legacy Portal app. Once you have recorded your assets, it’s easy to update the values and see the total of your overall portfolio. You can keep a history of the updates too. If you choose, you can share your asset data securely with your partner, your family and trusted advisors. This makes light work of listing your assets so that a financial advisor or will writer, for example, can help with recommendations and guidance. Legacy Portal —easy, safe & secure.