This latest addition to XPLAN Mortgage is an extension to the Mortgage Sourcing (Trigold) Module, providing added functionality which enables advisers to manage each individual case in a single, connected system.
Key additions include a dashboard summary of the case, client and activity. This enables advisers to access all the key information in one place, increasing efficiency and supporting compliance processes. Further features include generation of the record of suitability, enabling the adviser and consumer to track and understand the advice given.
The release of the Advice Module follows the launch of XPLAN Mortgage, which was released in July 2015 as part of IRESS’ expansion of its UK mortgage product offering across advice, research and application processing.
Andrew Simon, Executive General Product Manager at IRESS, commented:
“We are dedicated to continually strengthening our products to give advisers the functionality they need to run their businesses. They told us they wanted efficient and accessible solutions available anywhere and on any device. And, this is precisely what our new XPLAN Mortgage product delivers.
“The new Advice Module works seamlessly with the existing Sourcing Module to give intermediaries the flexibility of anytime, anywhere access to clients’ cases and mortgage sourcing. Its dashboard summary eases the ever increasing burden of compliance, enabling advisers to dedicate more time to actually advising their clients rather than administrative tasks. As a result the mortgage advice process is made simpler, easier and more efficient.”
