Media Releases / Mortgages

IRESS, the leading supplier of technology for wealth management, financial markets and the mortgage industry, has augmented its XPLAN Mortgage solution with a new Protection Sourcing module, providing seamless integration with IRESS’ award winning The Exchange for protection sourcing and further streamlining the end to end mortgage sales journey for advisers and consumers.

The new Protection module provides protection sourcing via IRESS’ The Exchange and will enable single fact find data capture, multiple product sourcing and total cost summary along with one-click creation and storage of KFD and provider documents. This latest functionality is fully integrated with the existing XPLAN Mortgage Sourcing module, allowing intermediaries to efficiently research, recommend and apply for a fully protected mortgage on behalf of their clients.

The release of the Protection Sourcing module follows the launch of XPLAN Mortgage in July 2015 as part of IRESS’ multi-million pound investment programme in its UK mortgage product offering across advice, research and application processing. XPLAN Mortgage is an online, multi-device solution for intermediaries, providing an integrated workflow across Advice, Mortgage Sourcing, and Protection Sourcing. The modular design of the solution allows intermediaries the flexibility to select the tools which best fit their individual requirements, or benefit from the efficiency gains of a single unified solution.

Additional functionality has also been added to the Mortgage Sourcing module, providing intermediaries with the facility to compare second charge options when undertaking remortgage searches without having to key in information separately. This provides a fast, efficient and documentable way of looking at all available options when helping clients raise additional money against their property.

Andrew Simon, Executive General Product Manager at IRESS, commented: “We continue to develop XPLAN Mortgage to make it easier for intermediaries to research, recommend and apply for mortgages. The Protection Sourcing module will help intermediaries to efficiently meet the protection needs of their clients as part of a fully integrated end to end process. As the solution is available online, multi-device and cross-platform, advisers are able to immediately access and update information both in the office and on the move.” 


Download full media release PDF (145 KB)


Journalists, for further details, please contact:

Debra Knott


Telephone: +44 (0) 1926 621 410

Mobile : +44 (0) 7796 271 584


Mark Locke / Jenette Greenwood

the lang cat

Telephone: +44 (0) 131 202 5994


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