For software that’s over 25 years old, Trigold has a lot going for it. But times have changed and so have everyone’s expectations.
The reality is, there’s a better way to source mortgages now.
Xplan Mortgage gives you the Trigold sourcing data you trust, with everything else you need to make mortgages happen. All in one slick, smart technology platform.
Trigold’s good. Xplan Mortgage is better.
The heart of Trigold, built for today
Get the Trigold sourcing data online. Use it anywhere you need to be and wave goodbye to those dreaded downloads and old ways of working.
Do more with less effort
Research, source and apply for mortgages (and protection if you want to) in one connected platform. Rekeying and switching between systems is a thing of the past.
So everyone can get moving
Super-cool time-saving integrations for the important bits like lender criteria and eligibility checks get mortgages moving faster and bring your business into the future.
For a better way to do mortgages, upgrade to Xplan Mortgage.
Let the good times roll
Trigold to Xplan Mortgage offer
Upgrade to Xplan Mortgage and for the first 12 months, pay no more than you pay for Trigold today (standard T&Cs apply).
You'll get access to the mortgage and advice modules and the option to add features like protection sourcing, Knowledge Bank, Experian and a CRM to get your mortgage business moving even faster (subject to additional fees and/or licences).
See what Xplan Mortgage has to offer with our comparison.
What a snazzy package!
Mortgage sourcing
Powered by Trigold
The comprehensive Trigold data source online with extensive enhanced filters to make arranging even the most complex cases - like buy to let and green mortgages - a breeze.
Lender Connect
For seamless applications
A live and direct link up to lender websites for faster decisions in principle and quicker mortgage applications. Strips out rekeying, errors and unnecessary work.
Add more to get your business moving
Add protection sourcing
Powered by The Exchange
Whole-of-market protection quotes from the widest range of providers in the market. Quote and apply for mortgages and protection without re-keying or switching systems.
Add a criteria checker
Powered by Knowledge Bank
Cut research time, evidence your research more easily and place mortgage cases faster with the UK’s first fully-integrated product and criteria sourcing search software covering 200+ lenders and 90k+ lender criteria.
Add an eligibility checker
Powered by Experian
Speed up applications by getting the checks done first. Includes bureau and affordability checks based on lender criteria and client credit records. Check eligibility with multiple lenders without re-keying data.
Add a client portal
A portal to exchange and store messages and documents securely with clients in real time. Includes digital signatures for hassle-free, paperless transactions.
Add a CRM
Everything you need to run a smoother mortgage business. Including automated workflows and reporting, marketing, compliance, cloud storage and lots more.
When you upgrade from Trigold to Xplan Mortgage, we're with you all the way.
We're the Trigold team you already know, here Mon-Fri 8am-6pm. You can also get help 24/7 via the Iress Community.
Head of business development
Contact us
To talk to us about upgrading from Trigold to Xplan Mortgage, fill in the form to request a callback and get a demo.
Xplan Mortgage
Want to find out more about Xplan Mortgage? Get even more information right here.
Xplan Mortgage fact sheet
There are lots of reasons to upgrade. See our fact sheet for an overview of everything Xplan Mortgage has to offer.
FAQs
Still got questions? Check out our frequently asked questions to get all the answers.
Xplan Mortgage is a dream to use, saving us so much time.
Director and IFA, Chestnut Financial Services Ltd
