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Tell me how it will help me
Xplan Mortgage combines both mortgage and protection sourcing on a single platform, allowing you to protect lives as part of the mortgage sale. It reduces the need to re-key and drives greater efficiencies with straightthrough processing from fact find to online sourcing, and application.
The simple signposted advice process manages risk and frees up time to create more business opportunities.
Tell me what it actually does
Xplan Mortgage is a modular sourcing and advice platform, offering you everything you need to complete mortgages online.
Our trusted and accurate sourcing software uses the same data as Trigold and The Exchange, so you’re guaranteed to find the most suitable product for your client.
This user-friendly, multi-device compatible software is available online 24/7. With multi-user capability, your team can collaborate easily and effectively
To find out more, click here
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