IRESS has boosted its XPLAN Mortgage system with the addition of a 'Protection Sourcing' module as the technology provider looks to streamline further the end-to-end mortgage sales process for advisers and their clients.
The new module provides protection sourcing via IRESS's The Exchange and will enable single factfind data capture, multiple product sourcing and total cost summary along with one-click creation and the storage of KFDs and provider documents. Extra functionality has also been added to the system's ‘Mortgage Sourcing' module, providing intermediaries with the facility to compare second-charge options when undertaking remortgage searches without having to key in information separately. "This extra functionality offers a fast, efficient and documentable way of looking at all available opt...
To continue reading this article...
Join COVER for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, key trend analysis and industry insights.
- Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
- Receive breaking news stories straight to your inbox in the daily newsletter.
- Members only access to monthly programme 'The COVER Review'
- Be the first to hear about our CPD accredited events and awards programmes.
