- “The thing I like best about Xplan Mortgage without a doubt is having everything in one place. It’s seamless from start to finish, right from the initial contact through to pre-and-post application.
- I love that you can source the mortgage and protection simultaneously. From a process point of view, it’s great to be able to do all of that in one go
- The additional features, like Lender Connect and Knowledge Bank, save so much time. It ensures that all of our advice and compliance is correct, reducing any risk of error.
- It’s got reminders on there to make sure you don’t miss anything off, and you can manage pipeline and renewal dates which help with planning and ongoing client retention.
I really do think Xplan Mortgage is fantastic software to use regardless of the role you hold within financial services. I’d also say that the support at Iress is fantastic. Everyone is very approachable and very friendly.
Honestly, it’s absolutely brilliant and I genuinely mean that - it’s brilliant”