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Xplan Mortgage

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Find the right mortgage and protection for your clients, online anytime

Source, select, submit. Simple.

Xplan Mortgage combines both mortgage and protection sourcing on a single platform, allowing you to protect lives as part of the mortgage sale. It reduces the need to re-key and drives greater efficiencies with straightthrough processing from fact find to online sourcing, and application.

Our trusted and accurate sourcing software uses the same data as Trigold and The Exchange, so you’re guaranteed to find the most suitable product for your client. This user-friendly, multi-device compatible software is available online 24/7. With multi-user capability, your team can collaborate easily and effectively.

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