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| Change the way you interact with clients |
In an ‘always on’ digital world, clients want to communicate at a time and place that suits them. So we're delighted to announce that our next generation Client Portal is now live with XPLAN Mortgage.
Not only does XPLAN Mortgage offer you online mortgage and protection sourcing on a single platform. This latest update also supports you and your clients with a secure place to share documents and messages. |
| Streamline and collaborate more |
| Client Portal key benefits: |
- Brand - choose how your portal looks, customise with your own logo and colours
- Secure - no need to send sensitive information by email
- Easy file sharing - upload photo's of documents to verify identity and income
- Digital signatures - reduce delays, clients can instantly sign off paperwork on-the-go
- Integrated - seamlessly integrates with XPLAN Mortgage
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| XPLAN Mortgage key benefits: |
- Streamlined - reduces the need to re-key, from fact find to application
- Accessible - cloud hosted and available from any device or platform 24/7
- Best of both worlds - mortgage and protection sourcing on one platform
- Market Leader - powered by the same lender data as Trigold Prospector
- Integrated - The Exchange is integrated with your protection sourcing.
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Talk to us
Setting up your Client Portal is quick and easy. Contact us and you could be up and running in no time.
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1 Kingmaker Court, Gallows Hill,
Warwick Technology Park, Warwick, CV34 6DY
   
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