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See it believe it | IRESS XPLAN Mortgage

Driving efficiencies in mortgage sales

If you're looking to streamline your mortgage sales process, XPLAN Mortgage can meet your needs in one go.

Just one platform for mortgage and protection sourcing.
Improves client engagement and revenue opportunities with a single client view.
Makes compliance management easier with one central location for all your documentation.

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Benefits

No switching between systems, protection can be sourced as part of the mortgage journey.
Industry leading filtering, allows you to source and compare products from across the market.
Mortgage sourcing uses the same data as Trigold.
Suitability reports and Demands and Needs letters produced directly from fact find information.
Online sourcing accessible from any device Mac, mobile, tablet or PC.

Find out more

IRESS software is used by 94% of the top 100 UK Financial Advisers. Call us on 0345 053 0490 or book an demo online to find out why.

Book a demo

IRESS, 1 Kingmaker Court, Gallows Hill, Warwick Technology Park, Warwick, CV34 6DY

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26.06.18

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