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Help shape the future of the Iress Community
The new Iress Community platform is just the beginning. Throughout 2026, we’ll continue to evolve and improve the experience, and we want to do it with you. Join the Community Evolution Panel We’re forming a Community Evolution Panel made up of customers who want to help co-design what comes next. As a panel member, you’ll…
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Welcome to the new Iress Community!
Welcome to the new Iress Community! The new Iress Community is now live, built in response to client feedback. We know how important easy access to support is, and this new platform is the first step in delivering a better Community experience. What’s changed Refreshed look and feel Improved search to help you find answers…
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Welcome to Xplan Mortgage
Welcome to Xplan Mortgage! Available now in the United Kingdom * Everything you know and love from Trigold and the Exchange but in one slick system * No manual updates - mortgage product data is automatically updated daily! * Research lenders' criteria data powered by Knowledge Bank alongside product sourcing. * A simple…
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Contact Us
For support questions or issues you can find our key phone numbers here. Alternatively you can submit a support issue or request by using the link to our Iress Connect Service Desk Portal. Contact Iress Connect If you don’t have access please speak to your site administrator, head office or dealer group to respond to your…
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Update your profile, photo & preferences
Update your profile, photo & preferences You can update your profile and preferences by navigating to your profile and selecting Account & Privacy Settings. Select Edit Profile Fields and here you can edit your first and last name, bio and location. Last name and location is private and will not be shared with other…
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Unsubscribe from notifications
You can unsubscribe from notifications by navigating to your profile and selecting Account & Privacy Settings. Select Notification Preferences and here you can manage your notification preferences including email or pop-up notifications. Untick any notifications you would like to unsubscribe from. Staff member has left…
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I have an issue with the Community, how do I request help?
If you are experiencing an issue with the Community, we are sorry to hear that and we are happy to help get this up and running for you as soon as possible. Clearing Cache A common issue when you use a browser, like Chrome, Internet Explorer or Edge, is where pages do not load properly. This can manifest itself with…
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Bookmark posts to receive updates
The bookmark feature allows you to easily save relevant content within your profile. This feature also allows you to receive notifications when there is an update to the post, or a question is answered. Simply select the bookmark icon in the top right corner of a Post or Article. 2. Select your account icon to view…
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'Follow' content that is relevant to you
On the Community platform, content is structured via Categories. To subscribe to content that is relevant and interesting to you, simply click the Follow button (look for the bell icon) on any page you’d like to subscribe to. From there, you can adjust your notification preferences—whether you want real-time pop-ups,…
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Search the Community
Looking for something specific? The Community has a built-in search that helps you quickly find posts, discussions, articles and resources that answer your question. Here’s how to use it: 1. Use the Search Bar At the top of every page, you’ll see the search bar. Click into the search box. Type in keywords related to what…
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Register for the Community
With Iress ID If you are an Iress user currently on Iress ID you can simply login and register to the new Community platform using your Iress ID. Log in to your Iress Software Go to Xplan and Select Help via Iress Community (it's towards the bottom of your drop down when you click on your name at the top of the page). This…
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The seasonal menu
As any executive chef knows, earning a Michelin star is one thing; keeping it is the real challenge. A five-star restaurant doesn't become the best and then stop. It retains its star by relentlessly pursuing perfection. It adapts. It refines. It evolves. It introduces a seasonal menu. In your Xplan practice, this is the…
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Checking the pass
I don't know about you, but I enjoy the drama of watching an episode of Hells Kitchen just to see that infamous celebrity chef lose his cool and throw a plate full of food at his up-and-coming potential protégés. But let's be real here: drama can stay where it belongs, which is on the TV and not in Xplan. So why let Xplan…