Looking for a better way to source mortgages and protection direct from Xplan?

We have some great news to share about mortgage sourcing. From next month, Xplan users in the UK can easily navigate between Xplan and Xplan Mortgage for a better experience.

Thanks to a new option, there will now be a way to transition between the two products. Users will be able to stay up to date with the latest product data, plus make use of all Xplan Mortgage functionality and then bring the quotes back to Xplan with no rekeying and needless uploads from other software.

This new development will allow a smooth completion of the mortgage sourcing journey.

Other benefits include:

  • Source from any device or browser - perfect for home working
  • Access to the latest features we’re constantly deploying for mortgage sourcing
  • A simple mortgage and protection advice process that’s easy to use

Kelly Bretherton, from our product team, told us: “We are absolutely committed to continuously looking at better ways to make our users’ experience smoother.

“There have been a raft of other improvements recently in Xplan Mortgage such as eligibility, general insurance sourcing, the amazing criteria research using Knowledge Bank to name just some that have gone live in the last few months. This new functionality is so easy to use, we’re sure anyone would agree it’s simply a better way to work.”

Keep an eye out for our Xplan Mortgage training sessions, or for more information contact us or speak to your account manager.