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17–24 June AMA: Ask us about the Xplan roadmap
Thank you to everyone who joined our recent Xplan roadmap webinar. We know there is always more to discuss than we can cover in a single session, so we'd like to keep the conversation going. This is an opportunity to ask questions, gain further insights, share your feedback and help shape what is next for Xplan. Whether…
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🤓 Xplan Hint: Tracking Super Contributions
Did you know that there is an element that summarises Super Contributions. It gives you a clear and consolidated view of your client's superannuation contributions, making tracking and compliance easier than ever. Key Features at a Glance Tracking : The element calculates the total sum of concessional (CCs) and…
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🤓 Xplan Hint: Recording AML/CTF Risk Ratings
Did you know Xplan now includes a native AML/CTF Risk Rating workspace to help you manage the latest AUSTRAC outcome-based reforms and NZ mandates? Why? Compliance reporting often means digging through old file notes or jumping between different screens. This update centralises that data directly within the client record.…
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AI and the mortgage market
Artificial Intelligence is one of those topics that sparks every emotion imaginable, excitement, curiosity, fear, and sometimes a healthy dose of scepticism. Over the past few months, I’ve had conversations with brokers and industry peers about it, and one thing is clear: everyone is talking about AI, but not everyone…
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Home Truths with Ash Borland
In our Home Truths conversation series, Warren today chats with Ash Borland, the sales and marketing coach and former mortgage broker who has built a reputation as one of the UK's top mortgage marketing experts. So, Ash, are you ready for some Home Truths? Tell us, what’s exciting you most about the UK mortgage market…
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Home Truths with Nicola Firth
In this new series, Warren O’Connell, Head of Business Development for Sourcing at Iress, sits down with some of the UK mortgage market’s movers and shakers to explore their perspectives, predictions, and personal passions driving the industry forward. This time, Warren chats with Nicola Firth, CEO of the…
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Explore Xplan Mortgage
This 5 minute watch, will guide you through improvements to the sourcing screens in Xplan Mortgage. What to expect: Sourcing mortgage loan requirement - tabbed layout New tabbed format for the Mortgage Sourcing loan page - driven by mortgage purpose New features including EPC rating filter new and quick add Get results in…
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New to Xplan Mortgage? Learn how to get started with our 3 minute video
Switching to a new software can be daunting, so this 3 minute 20 second video will guide you through how to do a mortgage quote. Covering; Add additional property information, adverse credit or property info Results Screen, enter terms Compare products with improved notes and easy side-by-side comparison Generate documents…
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Why use Xplan Mortgage?
Built for how mortgage advisers work today Mortgage advice is evolving, expectations are rising, and advisers need faster, clearer, more connected ways of working. Xplan Mortgage (XPM) is an intuitive, cloud-based platform that brings mortgage advice, mortgage sourcing, protection sourcing and CRM together into one…
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16th July AMA: I’m Courtney Youngblutt, Xplan expert. Ask me anything about site administration
Hi everyone 👋 I’m Courtney Youngblutt, Xplan expert at Iress. If you’ve ever worked in an Xplan site where someone could not find the right client, had access to something they should not have, or spent too much time working around inconsistent setup, you will know how important good site foundations really are. We…
