Xplan Mortgage

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Xplan Mortgage combines both mortgage and protection sourcing on a single platform, allowing you to protect lives as part of the mortgage sale. It reduces the need to re-key and drives greater efficiencies with straight-through processing from fact find to online sourcing, and application.

Our trusted and accurate sourcing software uses the same data as The Exchange,so you’re guaranteed to find the most suitable product for your client.

Key Features

Mortgage Sourcing

• Full mortgage sourcing available including residential, second charge, enhanced buy-to-let and secured loans.

• Instant online access to the latest lender data, as available in The Exchange, without waiting for system updates.

• Compare mortgages side-by-side against secured loans.

• Our eligibility service, to determine if clients are eligible for a mortgage and if they will be accepted, is powered by HD decisions (part of Experian). This service speeds up the application process by checking eligibility prior to application and includes a bureau check, an affordability check based on lenders criteria and a review of the client’s credit record. In addition, you can check eligibility with multiple lenders without the need to re-key data.

• Online calculators can be used to graphically demonstrate the impact of overpayments, term and rate changes to your clients.

Protection Sourcing

• Accurate, whole-of-market sourcing with access to the widest range of products and providers in the market.

• Protection is sourced as part of the mortgage journey with no re-keying of data or switching systems required.

• Client needs are identified early in the mortgage advice journey to assist in closing any protection gaps.

• Fully integrated protection sourcing with application data sent directly to providers.

• Quote and compare up to five benefits at once, from both single- and multi-benefit policies.

Advice Module

• Supports lender application connectivity by transferring full fact find data directly from Xplan Mortgage to lender portals.

• All client cases, tasks and appointments are accessible from a single intuitive dashboard.

• Leads automatically appear on the dashboard as a task to action.

• Automatically pulls through client details against diary appointments.

• Captures documentation and notes around product recommendations and pre-populates mortgage suitability and protection demands and needs letters.

Client Relationship Management (CRM)

• A range of management reports and dashboards to monitor business performance.

• Configurable mortgage suitability and protection demands and needs letters.

• Track client information in client notes.

• Search capability to identify clients for potential cross-selling opportunities.

• Execute marketing campaigns and track their effectiveness.

• All changes made to client data and complaint tracking can be viewed via a dedicated register.

• Customisable tasks and workflows.

Client Portal

• Your own branded portal including corporate colours.

• Two-way secure communication with your clients from any device at any time.

• Documents and messages can be shared and actioned in real time.

• Easy file sharing allows clients to upload documents to verify their identity and income.

• Clients can sign documents digitally.

• A central and secure portal hosted by Iress.

Key Benefits

  1. Powerful - accurate whole of market sourcing for mortgage and protection

  2. Reassurance - trusted and accurate, uses the same data as The Exchange

  3. Multi-device - multi-user capability with 24/7 online access from any device or browser

  4. Cost effective - low-cost monthly subscription plus training and support

  5. Secure - hosting, back-up and upgrades all managed by Iress



Product/Service details