Xplan Mortgage gives users the ability to record a comprehensive range of additional needs for vulnerable clients.
This ensures that any additional needs are identified and recorded and taken into consideration when dealing with and advising the client.
The ability to add in review dates and additional notes, as well as generating reports, makes Xplan Mortgage exceptionally robust for Brokers identifying and assisting vulnerable clients.
Xplan Mortgage ensures that client vulnerability is recorded with a mandatory ‘Is the client vulnerable?’ question
When the answer is ‘Yes’ then an ‘Additional needs’ page can be completed
Xplan Mortgage helps brokers identify and record a comprehensive range of additional client needs
Review dates and additional notes can also be added
Reports can be generated to review and analyse vulnerable client data
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/
