Overview
Be empowered with even more from Xplan Mortgage using our handy integrations to speed up your applications. In this article, we will look at Lender Connect, the faster way to get a Decision in Principle.
Time you'll need to set aside for this article: approx 5 minutes
Agenda
- Let us introduce you to:
- Lender Connect - Faster Mortgage Applications
- Where next?
- Learn more within our Community
Let us introduce you to:
Lender Connect - Faster Mortgage Applications
Video Summary:
- Add your client, enter your Factfind information and produce your Sourcing results as normal.
- When you locate the quote you wish to get a DIP for, select it and click through to Illustrations.
- In this section, click on Decision in Principle. This will take you through to the providers site taking with you the information you have already added into Xplan Mortgage.
- You can produce the DIP and save it back to XPM.
Where next?
If you are a Mortgage User only, you should be up and running however I'm sure you'd like to know more including how to source particular types of mortgages such as Remortgages, LBTLs, Second Charges etc. More is available within the Community. See below.
Or, if you are a Protection User also, you might wish to progress to Protection Sourcing
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
