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 relationship from one easy to use digital platform.
Find out more about Xplan Mortgage here with our FAQs and resources below.
We don’t currently offer free trials of our software but can provide you with all the demos and support you need to make an informed decision.
New users have a choice of great-value plans with monthly subscriptions starting from £25/month per user. To discuss the best Xplan Mortgage package for your business and to get a no-obligation quote, please get in touch with us using the form at the bottom of this page.
Trigold customers can switch to Xplan Mortgage and, for the first twelve months, pay no more than you pay for Trigold today (standard T&Cs apply). After 12 months, you'll pay an additional £1 per user per month for the mortgage and advice modules. If you'd like to add extra modules like Protection sourcing, Knowledge Bank, Experian and a CRM, you can do so for an additional fee and/or licences. Visit our Trigold to Xplan Mortgage page for more details.
Most likely! While Xplan Mortgage is designed to work perfectly with our CRM, we appreciate that you may want to continue using your existing CRM. We are adding integrations to new CRMs all the time. To find out the latest, get in touch with us using the form at the bottom of the page.
We are confident that you will want to stay with us for the long term, but appreciate circumstances and requirements can change, so we offer a monthly subscription option with only a three month notice period.
During set-up, your Iress account manager will discuss the data you want migrated from external software or existing Iress platforms. Our support team will then help ensure your data is safely and efficiently migrated to Xplan Mortgage.
This is the best way to get the most out of Xplan Mortgage and depending on your current CRM system, we can usually migrate your data for you. Your account manager will guide you through this process and make it a seamless transition. Or ask us about the full mortgage advice, protection and CRM package using the contact form at the bottom of this page.
Our dedicated training team will be on hand to help you get to know your new software and can provide personalised training and support to suit your business. You can also access a wide range of free online training, on-demand.
We also run webinars every month, and you can find additional resources, support and assistance from our team and other Xplan Mortgage users on the Iress Community.
Our dedicated support team is available to answer technical queries for you. Service desk hours are 8am - 6pm, Monday to Friday (excluding national bank holidays). They can be contacted via our software support page.
Support from our product team and fellow Xplan Mortgage users is also widely available on the Iress Community,
It happens! But because Xplan Mortgage is in the Cloud, you can rest assured that your client data is secure. And, you can still access it online from another device using your usual logins. Phew.
Yep - this comes as standard. You can research standalone second-charge mortgages and compare a second charge against a remortgage.
Yep. Xplan Mortgage is designed for collaborative (and remote) working. If you're all set up within the same group, you can see each other's clients.
Yep. Xplan Mortgage produces a mortgage record of suitability letter, automatically pulling through the quote details and fact-find information. If you have the CRM module, you'll be able to personalise it to your company's branding.