Trigold Prospector & Xplan Mortgage are the market leading mortgage sourcing tools, providing a complete end-to-end system for mortgage advice. They are regarded as the most user-friendly, compliant, and accurate sourcing software available; over two thirds of mortgage professionals use Trigold Prospector on a daily basis.
Overview & Benefits
Mortgage and Protection Sourcing on a single platform.
- Source protection as part of the mortgage journey, without switching between software
- Powerful, accurate software that's constantly updated and accessible 24/7 from any device or browser
- Built from the same data and extensive market coverage as Iress' Trigold & The Exchange
- A simple guided advice process and fast eligibility service to help you determine if clients will be accepted for a mortgage
- Your own branded client portal
comes with standard features that give you all the basics you need to complete mortgage cases.
- Multi-tabs across all sourcing screens
- Create new customer file from 'Browse Products'
- Sync multiple customers with Momentum
- Configure, move, and rename your sourcing tabs
- Better control, best sourcing
- Free online training
Iress sourcing solutions provide mortgage professionals with all the right tools to complete mortgage cases quickly and efficiently.
For more information please contact - [email protected]