Get the best out of Xplan Mortgage every day.

Select the Xplan Mortgage training session you're interested in from the list below to find out more and to book your place.

Xplan Mortgage - Get moving

  • 45 mins
  • Weekly

A webinar designed for anyone thinking about moving to Xplan Mortgage.

Trigold has been a vital part of sourcing business for brokers for many years. You love it, we love it, but times have changed. Mortgage applicants today have specific expectations around speed and service. Delivering that requires greater efficiency, better connectivity and a smarter way to handle compliance.

Join this webinar to find out how Xplan Mortgage can help you:

  • save time and do less work
  • give better advice
  • work online, anywhere on any device
  • seamlessly integrate with all the tools you need (including criteria, client info, protection and lender application portals) for a better way of doing mortgage business

In 45 minutes, the team will show you how to do all of your normal sourcing functionality within Xplan Mortgage and the additional features it has to offer. You’ll soon see why mortgage and protection firms are switching to Xplan Mortgage.

Select a date and book online

For further information about this session, please email sourcing@iress.com

Xplan Mortgage - Back to basics

  • 45 mins
  • Fortnightly

Get the most out of Xplan Mortgage whether you're a new or regular user, with this overview of its best and core features.

Including:

  • Overview of the dashboard (including settings)
  • Quick Quote
  • How to create a new client
  • How to create a fact find
  • Mortgage sourcing - purchase, remortgage, BTL
  • Protection sourcing - including Multi benefit/Multi-Policy and how to apply
  • Module overview - what’s available
  • Knowledge Bank - free and full versions

Select a date and book online

For more information about this session, please email sourcing@iress.com

Xplan Mortgage - Meet the product owner

Meet the people behind the software.

Hear first-hand about the latest and upcoming developments and provide your feedback on the features and functionality you'd like to see in the future.

Select a date and book online

For further information about this session, please email sourcing@iress.com