Mortgage Qualification

The IRESS mortgage qualification solutions are developed by a team of experienced broking professionals who understand the unique requirements of the mortgage broking industry. Our solutions offer mortgage qualification and research tools, for loans and risk management.

Supporting large or small businesses, we deliver leading edge mortgage qualification and analytics tools for mortgage brokers and wealth management professionals. IRESS does not have any lender or aggregator affiliations.

Brokers and financial planners can choose to produce quick estimates that meet basic client requirements, or a precise list of suitable mortgage products based on detailed client information and loan requirements.

Debt Qualifier seamlessly integrates with the XPLAN Client Focus information, and the XPLAN eApplications and CommPay modules.

You can analyse a client's requirements, recommend and apply for a mortgage product, and manage adviser commissions, in one continuous workflow.

Features

Single point solution for loans and risk management
Seamless integration with XPLAN’s Client Focus information
Advanced qualification tools
Supports online loan submissions
Product comparison reports for clients
Up to date rate and product data, and lender documents
Easily integrated into the Statement of Advice process.

Mortgage Qualification Solutions

View detail

Solution	What does it offer?
Debt Qualifier	XPLAN’s Debt Qualifier is an integrated mortgage qualification and research tool, which provides a single point solution for loans management for existing and new clients Brokers and financial planners can choose to produce quick estimates that meet basic client requirements, or a precise list of suitable mortgage products based on detailed client information and loan requirements. Integration with other XPLAN modules and functions, includes: e-Applications – online form submissions CommPay – commission and remuneration management Client Focus – access to data held on the client, and integration with the business sales pipeline and workflow management. For more information about XPLAN's Debt Qualifier, please contact us.
ActiveClient	A complete mortgage qualification tool for mortgage brokers. This independent system lets brokers: store and retrieve all client details required to complete a full online application perform calculations and qualifications submit loans electronically, without re-enterring data, via the Pisces e-App product manage upfront and trailing commissions execute mail merges and other marketing activities modify the interface to match their corporate branding define their sales processes, including deal and lead tracking. Each ActiveClient user maintains an independent database, and only connects to the internet when necessary to communicate with other users, and to update rate and product data on the ActiveClient software.
ActiveLead	A unique, web-based referral management system that integrates directly with ActiveClient, allowing you to capture your sales leads and keep your referrers up-to-date automatically. ActiveLead simplifies communication between brokers and their referrers. Referrals entered into ActiveLead automatically transfer to the broker's ActiveClient system, where they become part of the sales process. As referrals move through the ActiveClient sales process, information automatically flows back to ActiveLead, informing the referrer on the status of their referrals. For more information about ActiveClient or ActiveLead, please contact us.

SOLUTIONS