Xplan Mortgage - XPM

Speed up the mortgage process and make business smoother for everyone with Xplan Mortgage - the one-stop mortgage advice and sourcing system for brokers and advisers. 

Source and apply for mortgages and protection in one go, connect instantly to everything you need to make mortgages happen, and keep everyone gliding along with the built-in client portal.

  • Instant online access to sourcing and CRM software that’s constantly updated and accessible 24/7 from any device or browser.
  • Built from the same data and extensive mortgage coverage as Iress’ TRigold and The Exchange.
  • An online cloud based solution, ideal for remote working; collaborate efficiently with your team.
  • Your own branded client portal. Stay in touch with your clients through secure two-way communication, document sharing and digital signatures.
  • Automatically source protection as peart of the mortgage journey, without switching between software.
  • Research lenders’ criteria data powered by Knowledge Bank alongside product sourcing.
  • A simply guided advice process includes an eligibility service to determine if clients will be accepted for a mortgage.
  • Apply directly to mortgage lenders and protection providers without rekeying data.
  • Cost effective, low-cost monthly subscription, plus ongoing training and support.
  • All for only £20.00 p.m. + VAT

Useful Links

For more information please contact - [email protected]

See XPM in Action

Visit Iress Download Fact sheet