13 April 2021
4 min read
For the first time, mortgage brokers and financial advisers can check the lenders’ criteria across the market and apply for the right product seamlessly from one platform - making it far quicker to source the best mortgage for non-traditional mortgage customers.
It’s a valuable development for mortgage brokers and financial advisers right now, given the increase in applicants with special requirements due to COVID-19. Many applicants have experienced furlough or are requesting payment holidays, with the self-employed particularly affected. By quickly checking criteria, then sourcing and applying for the best available mortgage product all from one software platform, Xplan Mortgage users will be saving a significant amount of time and avoid closing doors on those ‘difficult cases’.
Xplan Mortgage is a dream to use, saving us so much time.
Criteria searches without using Knowledge Bank are time-consuming and impractical, making it difficult for brokers to be certain that they are giving their client the best advice.
Knowledge Bank was designed and built by brokers for brokers to place cases easily and faster.
This mortgage criteria search system has over 125,000 individual criteria being kept up to date by 250 leading lenders across residential, buy to let, equity release, self build, commercial, bridging, second charges and overseas mortgages.
Lenders have direct access to keep their own criteria up to date on the system so you know it will always be up to date.
To see the integration between Xplan Mortgage and Knowledge Bank in action, or to talk to us about upgrading from Trigold to Xplan Mortgage, please complete the form below.