Getting started

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Overview

When you first get access to a new system, you may not know where to start. This article will help set you up and get you on the right path. We recommend that you start at the top and work your way down. 

Time you'll need to set aside for this article: approx 15 minutes

Agenda

• Learn how to:
• Log in
• Control your password, user settings and security information
• Understand and navigate your Xplan Mortgage Dashboard
• Where next?
• Learn more within our Community

Learn how to:

Log in

You'll be provided with your login and the Xplan Mortgage site URL that you will access. Contact your System Administrator or Iress if you have any issues. 

Control your password, user settings and security information

 Has sound

Length: 2 minutes, 11 seconds

 

Video Summary:

• When logging in to Xplan Mortgage, you will land on the Dashboard.
• To access your settings, click the Person Icon on the top right of the screen.
• Change Password - Add your current password and the new password you wish to change to then click Save.
• Set Security Questions (These are needed if you would like to be able to reset your own password if ever forgotten), choose two questions, set your answers and click Save.
• Change your contact details by clicking contact details where you can edit your telephone, email and Website URL.
• Add broker fees to save time when producing an illustration.
• Knowledge bank - If you have a membership for Knowledge bank, you can input your credentials to use it within Xplan Mortgage.
• To input your Exchange credentials for Protection Sourcing, go to Exchange Credentials, add in your user name, ID and password for the Exchange and click Save.

Understand and navigate your Xplan Mortgage Dashboard

 Has sound

Length: 8 minutes, 8 seconds

 

Video Summary:

• Your dashboard may differ from the video based on the licences you have purchased.
• You can choose to add a new client first and then source or you can complete a quick mortgage quote/source or a quick protection quote/source before adding the client. 
• In the useful links tab you can find all products listed under a specific lender, use our mortgage calculators tool to talk about overpayments, interest rate rises, term changes and get access to a payment matrix. You can also visit the Iress community page to get more help, training and updates.
• The Recent Clients widget shows you the last 5 clients you accessed for a quick return. Here you can also add a new client or search for a client who is not in your recents list. You can filter your search by Name, Telephone, Address/Postcode, Email or Adviser.
• Cases are a benchmarking mechanism that allows you to add a Case to a client, add or link a quote and see a list of benchmarks to complete to ensure the advice is fully completed. 
• Appointments are known as Diary in Xplan Mortgage, you can add a new appointment into your Diary here or see your Diary.  
• The Tasks widget shows you some of your outstanding tasks. Click Task Search to see the full list and to be able to filter that list by date, client or assignee. You can also quickly add a new task from the widget. 
• Best Buys is updated daily and you can easily change the list. By clicking Purchase, you can choose to look at Fixed, Tracker, Remortgage, First Time Buyer etc.

 

Where next?

We recomend that you next look at Adding and managing clients

 

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

You need to register via Xplan Mortgage