XPLAN Mortgage

What do you like best?

Very easy to use and straightforward software. I have also got 'the exchange' which is for the protection quote. This is also very easy to use. The illustrations and product list are automatically saved. The system automatically produces the case requirements and there is option to add notes and additional documents too. Easy to add different sets of broker fees and create an illustration. The filters are excellent and very helpful in identifying the most suitable product for the client.

What do you dislike?

Preferences questions might affect the sourcing results. Selecting wrong preference options can cause some lenders disappear from the sourcing results.

Recommendations to others considering the product:

Easy to use...straight forward software

What problems are you solving with the product? What benefits have you realized?

Very easy to create clients and cases and requirements for each clients. Easy to add different sets of broker fees and create an illustration. The filters are excellent and very helpful in identifying the most suitable product for the client. There is also an efficient inbuilt to create suitability letters which is really a time saving tool.