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.

  • Source protection as part of the mortgage journey, without switching between software
  • Powerful, accurate software that's constantly updated and accessible 24/7 from any device or browser
  • Built from the same data and extensive market coverage as Iress' Trigold & The Exchange
  • A simple guided advice process and fast eligibility service to help you determine if clients will be accepted for a mortgage
  • Cost effective, low-cost monthly subscription, plus training and support
  • Your own branded client portal.

Xplan Mortgage keeps getting better and better.

Proactive Insurance & Mortgage Services

Find out how Xplan Mortgage can help your business.

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