Refer a friend to XPM.
Get two months free

Existing eligible Xplan Mortgage customers and approved participants in the referral programme can refer a mortgage broker. Eligibility will be confirmed in the full offer terms.

The reward will be applied once the referred broker has signed up, activated their eligible licence and met the agreed qualifying criteria. The final timing will be confirmed in the offer terms.

A maximum number of successful referrals may apply during the campaign period. See the full terms for details.

This offer may not be combined with other promotions unless stated otherwise in the full terms.

The offer is intended for new, eligible Xplan customers. Existing customers, current opportunities and duplicate referrals may be excluded.

• The referral offer (the “Offer”) is open to existing Xplan Mortgage (XPM) customers (“Existing Customers”) who introduce a new customer to XPM (“New Customer”), subject to these terms.
• The Offer consists of, following a Qualifying Referral, (a) the Existing Customer receiving two months’ paid license fees for up to 5 authorised users of XPM, and (b) the New Customer receiving two months’ paid license fees for any number of Authorised Users accessing XPM.
• The Offer shall apply for the immediate two months’ following the start date of the New Customer’s contract for XPM.
• A “Qualifying Referral” means a referral by an Existing Customer of a New Customer to use XPM, subject to these terms and conditions, by granting the New Customer the referral code set out below.
• The New Customer must not currently hold an Xplan Mortgage or Trigold licence.
• The referral code XPMREFER must be quoted when the new customer makes contact with Iress and, in all cases, before signing the XPM licence agreement. For the avoidance of doubt, it cannot be applied retrospectively and requests to apply the Offer after a contract has been signed will not be accepted.
• To qualify, the New Customer must sign up to at least 1 paid XPM authorised user licence.
• The free months apply to the XPM authorised user licence fee only, and exclude any third party services, additional services, products, usage charges or other third-party costs.
• Only one Offer can be claimed for each New Customer - if multiple Existing Customers refer a New Customer, the first Existing Customer to refer shall receive the Offer.
• There is no cap on the number of New Customers that an Existing Customer can refer, however the Offer is capped at a maximum of 6 (six) months’ free license fees in any 12 month period for Existing Customers, regardless of how many New Customers have been referred.
• Iress reserves the right to verify referrals and eligibility and to amend or withdraw the offer at any time.
• There is no cash alternative to the Offer, and the Offer cannot be transferred to another entity.
• The Existing Customer must be up to date with all payments under its existing agreement(s) with Iress.
• The Offer excludes referrals of affiliated companies, group entities, or common ownership structures of an Existing Customer.
• By providing corporate contact details for the New Customer, you confirm this is a professional contact who would reasonably expect an introduction to Xplan Mortgage. Please read our privacy notice.
• This offer is valid until 31.12.2026 (unless withdrawn earlier or extended, at the sole discretion of Iress).