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 and resources below.

Read FAQs

About Xplan Mortgage

Where can I get a demo of Xplan Mortgage?

We'd love to show your around. You can request a free demo of Xplan Mortgage using the contact form at the bottom of this page.

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?

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.

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. To find out the latest, get in touch with us using the form at the bottom of the page.

How does Xplan Mortgage compare with Trigold?

Trigold's good, but Xplan Mortgage is better! We've put together this handy comparison so you can see how much better it is at a glance.

Switching to Xplan Mortgage

How do I make the switch?

You can find out everything you need to know about upgrading to Xplan Mortgage from Trigold on our dedicated information page here.

If you are switching from a different system, that's easy too. Just fill out the form below and one of our team will provide you with tailored information.

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. Or ask us about the full mortgage advice, protection and CRM package using the contact form at the bottom of this page.

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,

Other questions we get asked a lot

What happens if I lose my laptop?

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.

Can I use Xplan Mortgage to source Second Charge mortgages?

Yep - this comes as standard. You can research standalone second-charge mortgages and compare a second charge against a remortgage.

Can my team members see my clients in Xplan Mortgage when I am away?

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.

Can I create my own suitability letter like I did in Trigold?

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.

Useful information

Xplan Mortgage

Learn more about Xplan Mortgage and see what packages are available right here.

Let's roll

Moving from Trigold

Head to our dedicated page to learn more about moving from Trigold to Xplan Mortgage.

Visit now

Trigold v Xplan Mortgage comparison

Love Trigold? You could be getting so much more with Xplan Mortgage. Check out our comparison to see how much better it is.

Download PDF

Got a question or want to talk to us about moving to Xplan Mortgage?

Complete the form for a callback