Mortgage sourcing software

Leaders in mortgage sourcing systems for 30 years

Choose the original market-leading retirement, protection and mortgage sourcing software for the best value, choice and experience. Tap into the UK’s largest intermediary marketplace, source, compare and apply for the widest range of financial products, and effortlessly deliver the best outcomes for your clients. Designed for ease and efficiency, our sourcing software is amazingly simple to use and has all the tools you need to do your best work.

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Connect to a better sourcing experience

  • UK’s largest intermediary product marketplace
  • Accurate, reliable and fast sourcing
  • Supports Consumer Duty Price and Value outcomes
  • Easy to compare and filter on product features
  • Integrated CRM, advice tools and client portal available
  • Industry-supported development roadmap
  • Excellent support and training resources
Discover Xplan Mortgage

A guide to mortgage sourcing software for advisers

Whether you're reviewing your current mortgage sourcing software or choosing a new mortgage platform, this guide explains everything you need to know. You'll learn how mortgage sourcing software works, the benefits it offers, the features to look for, how it supports compliance and how modern, integrated mortgage sourcing technology is helping advisers deliver faster, more efficient and better-informed mortgage advice.

Read the sourcing software guide