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…
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…
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…
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…
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…
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…
As a valued Xplan customer you're invited to complete our 2 minute survey about campaign and prospect tools. Your feedback will help us better understand the tools you use and the value of possible future connections with Xplan. Customer feedback helps shape our decisions - we encourage you to have a say! Complete survey…
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