Iress has announced a major upgrade to its Xplan Mortgage (XPM) platform, redesigning the sourcing journey to improve speed, clarity and reliability for advisers.
The release focuses on four core improvements:
1. Simpler sourcing experience
The sourcing journey has been redesigned to reduce clicks and simplify product searches, making it easier for advisers to navigate the growing array of mortgage options on the market.
All loan requirements and filters are now organised within a clear tabbed layout on a single page, removing the need to switch between multiple screens.
Key action buttons have been brought to the forefront, aligning the workflow more closely with Iress’ mortgage sourcing system, Trigold.
In addition, product results can now be expanded to a full-page view with one click, making comparisons clearer and client conversations more effective.
2. Faster access to product information
Enhancements to the results screen enable quicker access to key product details. Advisers can now double-click any product to instantly view lender notes in a tabbed layout, removing the need to open separate documents or browser windows.
For buy-to-let cases, a new ‘quick add’ option allows advisers to enter the number of properties held by a landlord instead of inputting each one individually.
3. Broader sourcing capabilities
XPM now supports additional sourcing scenarios, helping advisers cater for a wider range of evolving client needs.
Further advance products can now be sourced directly within XPM, while new EPC filters make it easier to identify green mortgage options linked to specific energy-efficiency ratings.
It is also now possible to filter on products supporting joint borrower sole proprietor (JBSP) and multi-unit freehold blocks (MUFBs).
4. Stronger compliance and integrated services
Updates also enhance compliance and reporting, helping advisers comply with increased regulatory requirements. The redesigned product list report includes full product descriptions, a record of the filters used and selected products, strengthening audit trails.
Jacqueline Durbin, head of product for UK sourcing at Iress, said: “This release forms part of a broader investment in XPM. We’ve worked closely with advisers to identify friction in their day-to-day workflows and understand what needs to change to help them operate more efficiently in a fast-moving market. The result is a more intuitive, scalable platform that reflects how advisers work today.
“Our focus is on meeting current needs while giving firms confidence they’re using technology built for the future, not constrained by legacy processes. Advisers need reliable technology that can keep pace with product volatility, support compliance, and deliver better client outcomes, without adding complexity. Our continued investment in XPM reflects those needs. We’re building a platform that supports advisers as their businesses grow and evolve, rather than limiting them as demands increase.”
