IRESS XPLAN SOFTWARE
IRESS XPLAN FREE

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IRESS XPLAN FREE

However, we do not guarantee that all information is accurate and free of errors and omissions at all times and we do not accept any responsibility or liability for any loss you may suffer as a result of information on this site not being accurate at all times. We take reasonable care to correct errors or omissions on our site as soon as we can after we are made aware of them. As our website contains links through to firms which provide consumer credit we have limited permission to undertake credit broking activities and for these limited activities only AE3 Media Limited is authorised and regulated by the Financial Conduct Authority The principal business of AE3 Media is journalism. Simon said the next evolution for Xplan Mortgage users is a client portal allowing secure chat and photo uploads of client documents, which is due out in H1.ĪE3 Media Limited is authorised and regulated by the Financial Conduct Authority

IRESS XPLAN SOFTWARE

“With this new service we are helping advisers and their clients get through the mortgage application process quickly and with more certainty of outcome.”Įligibility searches cost £3 for a joint and £2 for a single life search.Ĭurrently, the eligibility software involves 12 lenders which Iress said gives a ‘strong indication’ of where the market is going, and it confirmed HD Decisions is in discussions with most of the top 20 lenders. We are focused on innovating around the points of inefficiency and frustration in the end-to-end mortgage journey. Simon added: “Providing better, more impactful customer outcomes is a vital part of our product strategy. Simon added the software provides greater certainty and transparency to the adviser’s client and offers advisers a slicker proposition.

Mortgage adviser users can avoid running individual affordability and eligibility checks with several lenders on the portal offering a substantial time saving.Īndrew Simon, executive general manager, product at Iress, said: “Bringing the underwriting experience further forward in the advice journey and simplifying the process is in keeping with the recent FCA Mortgage Market Review.” The system is available to all users of the financial planning, audit and business practice reporting software Xplan Mortgage. The decisioning, developed by Experian-owned HD Decisions, is based on the lender’s overall eligibility criteria, offering a view of willingness to lend rather than a product-specific search. Next, the data returned is used in combination with the client’s income and expenditure information to assess against each supporting lender’s affordability and eligibility criteria, including credit scoring.

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