Mortgages & protection together

Xplan Mortgage

Research, recommend and apply for the right mortgage and protection on one platform

We built Xplan Mortgage for anyone who wants to deliver a more streamlined mortgage experience. It’s an easier way to research, recommend and apply for mortgages and protection on behalf of your clients.

Source the right mortgage and protection for your clients. Then manage the complete mortgage process, sales and client relationships from one easy to use digital platform.

We have started using Xplan Mortgage on an iPad and can’t believe how easy, quick and simple it is to use. I think we will be knocking paper fact finds on the head.

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Five reasons to choose Xplan Mortgage:

  • Multi-device: Multi-user capability with 24/7 access from any device or browser.
  • Powerful: Accurate whole-of-market mortgage and protection sourcing online, powered by market-leading Trigold and The Exchange data.
  • Client engagement: Full range of tools to assist sales and recommendations.
  • Cost effective: Low-cost monthly subscription, plus training and support.
  • Secure: Hosting, back-up and upgrades all managed by Iress.

Find out how Xplan Mortgage can help your business.

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