Streamline the end to end mortgage advice journey and deliver a better customer experience when it really matters. 


Mortgage advice technology just got even better. Now you can provide a fuller, slicker and overall more efficient service and complete cases fully online. Our mortgage advice solution offers an integrated workflow across advice and mortgage and protection sourcing, providing everything you need to identify and fulfil your clients’ mortgage and protection needs conveniently in one place and accessible from wherever you are, on any device. 

 

Business benefits

Advice solutions - XPLAN Mortgage

  • Latest innovation in mortgage technology
  • Single solution for mortgage and protection advisers
  • Seamless integration of mortgage and protection sourcing
  • Flexible and modular to fit your business
  • Intuitive design, simple clear navigation 
  • Client engagement tools to assist with recommendations and sale
  • Easy to access wherever you are
  • Desktop, mobile, tablet
  • Fully hosted and supported

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