XPM is a cloud-based mortgage sourcing and CRM platform designed for mortgage advisers and brokers. It brings mortgage sourcing, protection sourcing (life insurance, income protection and critical illness cover) and client management together in one system, helping advisers manage the entire advice journey more efficiently.

XPM helps brokers reduce admin and manage cases more efficiently. As an integrated mortgage broker tool, it combines sourcing, client management and lender integrations so advisers can move from research to application faster

Yes. XPM connects with other systems, lender portals and data sources such as Knowledge Bank to support a more streamlined workflow. These integrations help reduce manual data entry and ensure advisers can access the information they need in one place.

Yes. XPM is designed for firms of all sizes, from individual advisers to large networks. Its flexible features allow independent advisers to manage sourcing, client relationships and applications from one platform.

Yes, while XPM is intuitive and easy-to-use and set up, users have access to onboarding support, online training and regular webinars to help them get started and make the most of the platform.

XPM users are supported by a dedicated support team alongside online help resources and training materials. This ensures advisers can get assistance quickly and continue developing their knowledge of the platform.

Switching to XPM is simple. As a cloud-based mortgage broker tool, there’s no complex setup, and our support team helps guide you through onboarding so you can get started quickly with minimal ning quickly with minimal disruption.