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.
Xplan Mortgage: mortgage and protection sourcing on a single platform.
- Automatically source protection as part of the mortgage journey, in one solution, without switching between software
- Instant online access to software that’s constantly updated and accessible 24/7 from any device or browser
- Built from the same data and extensive mortgage coverage as Iress’ Trigold & The Exchange
- A simple guided advice process, which includes an eligibility service to help determine if clients will be accepted for a mortgage
- Ideal for remote working, collaborate easily and effectively with your team
- Your own branded client portal. Stay in touch with your clients through secure two-way communication, document sharing and digital signatures
- Cost-effective, low-cost monthly subscription, plus training and support.
Xplan Mortgage keeps getting better and better.
Proactive Insurance & Mortgage Services
