Connect to a better mortgage experience.

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

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.

Simpler, streamlined

  • 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.
  • Ideal for remote working; collaborate efficiently with your team.
  • Your own branded client portal. Stay in touch with your clients through secure two-way communication, document sharing and digital signatures.
  • Automatically source protection as part of the mortgage journey, without switching between software.
  • Research lenders' criteria data powered by Knowledge Bank alongside product sourcing.
  • A simple guided advice process includes an eligibility service to determine if clients will be accepted for a mortgage.
  • Apply directly to mortgage lenders and protection providers without rekeying data
  • Cost-effective, low-cost monthly subscription, plus ongoing training and support.

Xplan Mortgage is so easy to use.

Lime Financial

Xplan Mortgage fact sheet

Our Xplan Mortgage fact sheet includes everything you need to know. Download it here.


Xplan Mortgage case study

Lime Financial share why they chose to run Xplan Mortgage software platform and how it has made made their business faster and more efficient.

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Xplan Mortgage FAQ

Have further questions about Xplan Mortgage before switching? Want them answered quickly? Check out our FAQ page.

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See what Xplan Mortgage can do for you.