Access anywhere
An online solution, enables you to access your client data wherever you are, from any device.
Simple, clear
An easy to use interface and clear navigation makes it simple for anyone in your business to use.
Source online
With access to our market leading mortgage and protection sourcing capability online, it's quick and convenient.
Features
- Powerful, accurate whole of market mortgage and protection sourcing online
- Data powered by Trigold
- Protection sourcing powered by The Exchange
- Full range of client engagement tools to assist recommendations and sale
- Multi-device, multi-browser
- Low cost monthly subscription
- Hosting, back-up and upgrades managed by IRESS
Benefits
- Source mortgages and protection faster online
- Deliver great advice efficiently with everything you need to identify and fulfill your clients’ mortgage and protection needs in one place
- Works from any device or browser, so you won’t need another solution
- Easily access your client data anytime, anywhere
- Tailored to suit and grow with your business
- Cost-effective, simply choose the modules you need
Modules available
Mortgage Sourcing module
- Source mortgages faster with access to our market leading mortgage sourcing capability online
- Provides full mortgage sourcing and filtering including Second Charge and enhanced Buy to Let
- Client management, data capture and modelling calculators to assist with all your clients' requirements
Protection Sourcing module
- Mortgage and protection sourcing all on one platform - it's all you need to deliver great client outcomes every time
- Powered by The Exchange for protection sourcing and online application submission
Modules available
Advice module
- Reduces effort of creating Mortgage Record of Suitability and Protection Demands and Needs statements by pre-populating information
- Contains all the core functions for the mortgage and protection advice process
- All your clients, cases and appointments accessible from a single intuitive dashboard
- Gives you the flexibility of anytime, anywhere access to your client data and documents
- Web tools will allow leads to automatically appear on dashboard as task to action
XPLAN Mortgage
Find out how XPLAN Mortgage is making arranging a mortgage a simpler experience for you and your clients.
What our customers say
"Launching XPLAN Mortgage is really exciting. It will help our business as we currently use three different packages!"
"We have started using XPLAN Mortgage on an iPad and can't believe how easy, quick and simple it is to use. I think we'll be knocking the paper Fact Finds on the head!"
"It is everything you could wish for - quick, smooth, I love it!"
Are you ready to buy XPLAN Mortgage? > Order here
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