"Being able to integrate with our new bespoke CRM system and the efficiency and accuracy benefits this brings was absolutely vital in selecting our technology partner"
Julian Harris Network is rolling out IRESS’ integrated mortgage and protection sourcing software, XPLAN Mortgage, for all of its advisers.
The software includes integrated mortgage and protection sourcing as well as eligibility functionality, which will replace the network’s current requirement for clients to provide credit files up front and enable pre-qualification for a mortgage offer early in the advice process.
XPLAN Mortgage also gives an indicative decision in principle that does not leave a ‘hard’ credit footprint and returns a protection quote at the same time as a mortgage quote.
The implementation will see XPLAN Mortgage integrated to the network’s own CRM solution, reducing duplication of data entry and increasing accuracy.
Dave Miller, general executive manager at IRESS, said: “We’re excited to be working with Julian Harris as it continues to grow. The network identified the key to profitable growth is in the provision of an efficient service that delivers a delightful customer experience. For this to happen, the technology solution Julian Harris required was one that could evidence superior levels of connectivity, reliability and better access to a wide variety of accurate mortgage and protection data. On that basis, we’re delighted that IRESS won out in a competitive tender.”
Helen Harris, director at Julian Harris, commented: “A key decision factor for Julian Harris in choosing IRESS was the need for a single, seamless sales process, supported by reliable and consistent data. Being able to integrate with our new bespoke CRM system and the efficiency and accuracy benefits this brings was absolutely vital in selecting our technology partner at this key time for our business.
“We have ambitious growth plans, building on our success to date and IRESS’ has clearly demonstrated the ability to support us as we go from strength to strength.”