Welcome to Xplan Mortgage

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Welcome to Xplan Mortgage!

Available now in the United Kingdom

• Everything you know and love from Trigold and the Exchange but in one slick system
• No manual updates - mortgage product data is automatically updated daily!
• Research lenders' criteria data powered by Knowledge Bank alongside product sourcing.
• A simple guided advice process and fast eligibility service to help you determine if clients will be accepted for a mortgage
• Source protection as part of the mortgage journey, without switching between software
• Apply directly to mortgage lenders and protection providers without rekeying data
• Communicate with your clients quickly and securely via the client portal
• Powerful, accurate software that's accessible 24/7 from any device or browser
• No need to back up your data, we do that for you!
• Cost effective, low-cost monthly subscription, plus training and support

If you are not yet an Xplan Mortgage user, contact us to speak to one of our team. 

See it in action

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Where do I start?

If you have started the process of moving to Xplan Mortgage, we recommend that you start trialling and learning the software to give yourself the most successful start. 

Everything you need to know to get up and running is available here in Xplan Mortgage: Training. We recommend that you review all of the Let's Go areas before you start sourcing beginning with Getting Started but if you want to jump straight in and run a quick Mortgage quote, check out Mortgage Sourcing. 

We've added guidance in each article as to how long it will take you to complete and added recommendations for where to go next. If you get stuck at any time, contact our Support team who can guide you in the right direction. 

If you have not yet started your journey to Xplan Mortgage, check out the links below to find out more:

• Xplan Mortgage
• Xplan Mortgage for Trigold users