Revolutionising Wills and Estate Planning for Mortgage Brokers and IFAs: Secure Legacy Partners Unveils Cutting-Edge Broker Portal

02 August 2023

31st July 2023 - Secure Legacy Partners, a new trailblazer in the estate planning industry, is proud to announce the launch of its state-of-the-art Broker Portal, a game-changing platform designed exclusively for mortgage brokers and IFAs. With a focus on simplifying client referrals, providing real-time case updates, and streamlining commission payments, Secure Legacy Partners is setting a new industry standard for efficiency and convenience.

The Broker Portal's key features include:
1. Seamless Client Submissions: Secure Legacy Partners understand that time is of the essence for mortgage brokers and IFAs. The Broker Portal offers an intuitive interface that allows brokers to effortlessly submit client details for Wills and estate planning services. Now, brokers can allocate more time to building client relationships and less time dealing with administrative tasks.
2. Real-Time Case Progress Updates: Stay informed every step of the way with the Broker Portal's real-time case tracking. Brokers can access live updates on their clients' estate planning progress, ensuring transparency and enabling them to provide better service to their clients.
3. Hassle-Free Commission Payments: Secure Legacy Partners believe in rewarding our valuable partners promptly. The Broker Portal streamlines commission payments, making it convenient for brokers to receive their well-deserved earnings efficiently and securely.

And coming soon:

4. Exclusive Broker Resources: As part of our commitment to supporting mortgage brokers and IFAs, Secure Legacy Partners will offer access to a wealth of exclusive resources, including informative guides, educational materials, and expert insights. This knowledge hub empowers brokers with the tools they need to promote Wills and estate planning to their clients.

Secure Legacy Partners are a leading Will and estate planning company dedicated to safeguarding individuals' and families' legacies. With a focus on innovation and exceptional service, SLP strive to make Wills and estate planning accessible, efficient, and secure for both you and your clients.

Nick Aumonier, MD of Secure Legacy Partners, expressed excitement about the innovative Broker Portal, stating, "At SLP we believe that empowering our mortgage broker and IFA partners is essential to deliver the best Will and estate planning experience to their clients. Our Broker Portal sets new industry benchmarks, offering an unparalleled level of convenience, efficiency, and support for our valued partners. With this cutting-edge platform, we are committed to building new relationships and driving collective success."

The service doesn’t stop there though. Client’s Wills and estate planning needs are reviewed and addressed quickly and efficiently by the skilled and experienced team at Secure Legacy, all over the telephone and at a time that suits them.

There is no hard sell, only specific and comprehensive advice around the client’s estate planning requirements.

For more information about Secure Legacy Partners’ Broker Portal and how it revolutionises Wills and estate planning for mortgage brokers and IFAs, please visit www.securelegacypartners.com