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 - Back to basics

Let us take you on a tour of Xplan Mortgage with this useful overview of the software and services available. A great introduction for new or existing users.

This webinar will cover:

  • 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

Select a date and book online

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

Xplan Mortgage - Surgery

Forgotten how to source properly, don’t understand your results, or need to better understand how to use the filters? Use this open session to get the answers to your questions from our experts. This online session is available to all users.

Select a date and book online

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