Xplan
Mortgage

Frequently asked questions

What is Xplan Mortgage?

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.

About Xplan Mortgage

Where can I get a demo of Xplan Mortgage?

You can sign up for a free demo of Xplan Mortgage here.

Do you offer free trials of Xplan Mortgage?

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.

How much does Xplan Mortgage cost?

There’s a choice of great-value plans available 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.

Will Xplan Mortgage integrate with my existing CRM?

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. Check the latest compatibility with our account management team.

Switching to Xplan Mortgage

How do I upgrade to Xplan Mortgage from Trigold?

Just complete our online form to begin your upgrade.

What happens after I’ve completed the application form?

Once we’ve received your completed application form, our account services team will process your order and provide your username and password so you can start using Xplan Mortgage straight away. Our billing team will then set up your new direct debit and our onboarding team will make sure you have all the training you need to enjoy the full power of Xplan Mortgage.

How quickly can I get set up on Xplan Mortgage?

Once we’ve received your completed application form, we aim to process your order within 48hrs and get you set up as quickly as possible. If you’re looking to fully integrate Xplan Mortgage with other software, or migrate data from your existing CRM, it’ll take a little longer. Rest assured, our account managers and onboarding team will make moving to Xplan Mortgage smooth and seamless.

What is the contract length?

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.

Will my data be migrated across?

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.

I'm interested in using your CRM, how do I migrate my data over to it?

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. Speak to our team or request the full mortgage advice, protection and CRM package using this contact form.

Training and support

What training do you offer?

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.

What support do you provide?

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,

Useful information

Xplan Mortgage fact sheet

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

Download PDF

Trigold v Xplan Mortgage comparison

Love the benefits of Trigold? You could be getting so much more with Xplan Mortgage. There's a choice of great-value plans available, check out our comparison for more.

Download PDF

Client story

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

Read more