Overview
Follow the set of videos below to help you add and manage your clients through Xplan Mortgage
Time you'll need to set aside for this article: approx 12 minutes
Agenda
Learn how to:
Add a client
Video Summary:
- Select New Client and add the relevant data into the required fields
- First Name, Last Name, Gender and DOB are mandatory
- To include a Partner, click yes and a new Partner tab will open
- The data you can add includes contact information, who the adviser is, a vulnerability assessment, anticipated retirement age, nationality and more.
- Marketing Preferences can be added by simply marking yes or no
- Consent recording for marketing purposes (GDPR) can also be added
- Once you've added in the right data, click Save and you will be sent to the Client Summary screen.
Complete a Fact Find
Video Summary:
- This video covers completing a Factfind and printing the Factfind if required.
- Add a new client or open an existing client.
- Within Client Summary, choose View Factfind.
- Hover your mouse over the left bar, this shows all of the available sections including but not limited to: Personal Data, Contact Information, Dependants, Expectations, Employment, Income, Expenditure, Credit History, Bank Accounts and more.
- You can jump to a specific page or use the navigation buttons on the bottom left and bottom right. Right moves you to the next page.
- When adding a new item to a page, make sure you add in the information and click Save before adding the next one.
- At the end of the Factfind, above Add Note is the option to print. It creates a Word Document. Click the link to download the document where you can edit as required. Remember to save the edited copy back to Xplan for compliance audit purposes.
Where next?
We recomend that you jump straight into Mortgage Sourcing next!
Learn more within our Community
Register for our Community to access:
- Release Information
- Service Updates (Known Issues)
- Even more help and best practice guides
- Participate in our Ask the Community forum specifically for Xplan Mortgage, asking questions, interacting with our teams and your peers
- Access to information about more Iress software
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