Driving efficiencies in mortgage sales

With XPLAN Mortgage your business benefits from an intuitive, easy to use mortgage and protection advice process, which gives you access to:


    • One platform - no need to re-key or switch between systems, XPLAN Mortgage combines mortgage and protection sourcing. 
    • One process - save time with a streamlined advice process from initial enquiry to application.
    • One view - maximise revenue opportunities and enhance relationships with a single view of your clients and prospects with our CRM module.


XPM Mortgage gives you online access to data from market leading sourcing providers Trigold Prospector and The Exchange. Available 24/7 from any device from Mac to mobile. 



Download (277kb) our latest factsheet to find out how XPLAN Mortgage can help your business 



How about having a go yourself?

XPLAN Mortgage

Find out how XPLAN Mortgage is making arranging a mortgage a simpler experience for you and your clients.

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Talk to our dedicated support team on  0345 053 0490 or request your free demo now.

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  • "You can source Mortgage
    Protection by just ticking a box"

    "We never need to wait for sourcing to update"

    Best Mortgage Advice

  • "XPLAN Mortgage and Protection
    integration makes applications easy"

    "XPLAN Mortgage keeps on
    getting better and better"

    Proactive Insurance & Mortgage Services

  • "It is everything you could
    wish for - quick, smooth,
    I love it!".

    AA Mortgage Gateway

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