Xplan Mortgage gives users the ability to source and view protection quotes alongside mortgage quotes with just one click of a button.
This ensures that the broker can also provide the client with options for protection when completing a mortgage quote.
This quick and easy feature allows the broker to offer comprehensive mortgage and protection advice to their client without having to do a separate quote or enter large amounts of additional data.
When initiating a mortgage quote the broker can simply click ‘Include protection’ to receive protection quotes back alongside the mortgage quote results
This quick and easy process removes the barriers of having to do separate quotes or add additional information
Mortgage protection, Income protection and multi benefit quotes are returned
Comprehensive provider notes and documents are provided for each quote
This feature makes it easy for brokers to give comprehensive advice that takes into account both their clients mortgage and protection needs.
Next Steps
If you would like to know more about how Iress Xplan Mortgage can support you deliver the principles of Consumer Duty, then please contact your Iress representative.
Email - sourcingadoption@iress.com
Call us - 03450 530 490
Alternatively, our team of experts are here to help you, why not try our free monthly webinars - Book online and select a date at https://www.iress.com/support/training/uk-training/xplan-mortgage/
