Sourcing training webinars

Free online training for all Xplan Mortgage, Trigold and The Exchange users

Discover top tips and better ways to get more out of your Xplan Mortgage, Trigold and The Exchange sourcing software. Sign up to join a live session with the option to participate in a Q&A, or to view the training on demand. These sessions also can contribute to your unstructured Continuing Professional Development (CPD) hours.

Get the most out of your software, book your place now.

Xplan Mortgage training

Trigold to Xplan Mortgage: Get moving with Xplan Mortgage

An opportunity to highlight the additional benefits of moving from Trigold to Xplan Mortgage.

Book now

Xplan Mortgage - back to basics

Designed for existing users, providing an overview and demo of the software and services available.

Book now

Xplan Mortgage - surgery

An open session available to anyone who has questions and queries regarding Xplan Mortgage.

Book now

The Exchange and Trigold training

The Exchange - top tips

Designed for new and existing users, providing an opportunity to review top tips when using the software

Book now

Trigold - top tips

Get the most out Trigold, a refresher for existing users.

Book now

The Exchange - surgery

An open session available to anyone who has questions and queries regarding The Exchange.

Book now

Introducing Income Protection Features - The Exchange

Designed to help bring clarity to the additional features providers offer on their Income Protection products.

Book now

On demand mortgage and protection software training

To support you in getting the most out of Iress mortgage and protection software, we have video playlists that include many of the top features.

> Xplan Mortgage

> The Exchange