Upgrade from Trigold and get your business moving.

You work your socks off to find the best mortgage deal for your clients. But if you’re spending too much time doing research, admin and rekeying, or using too many systems and processes to get the job done, it’s time to change.

Upgrade to a faster, better way of doing business with Xplan Mortgage - the single platform for mortgage and protection fact finds, criteria, sourcing and application. It does the hard work for you, so everything and everyone can get moving.

Why upgrade to Xplan Mortgage?

1. Save time

  • Research, source and apply seamlessly using one platform
  • Faster applications and less rekeying with Lender Connect
  • Client self-complete fact finds

2. Give better advice

  • Built-in protection quotes powered by The Exchange
  • Better service and security via the client portal
  • Evidence reports improve compliance

3. Get connected

  • Knowledge Bank integration combines criteria with sourcing
  • Use on any device, anywhere
  • One easy-to-view platform
  • Ideal for team and remote working

Xplan Mortgage is a dream to use, saving us so much time.

Ian Francis
Director and IFA, Chestnut Financial Services Ltd

Fact sheet

There are lots more reasons why you should upgrade to Xplan Mortgage. Take a look at our fact sheet for an overview of everything it has to offer.

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Trigold v Xplan Mortgage

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.

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Client story

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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Learn how Xplan Mortgage can get your business moving

Join one of our free ‘Get Moving’ demos to see the magic of Xplan Mortgage in action. In just 20 minutes, we’ll show you a better way to do mortgage business and how easy it is to upgrade from Trigold.