IRESS Limited · ASX:IRE
IRESS — Fact Sheet
8 slides from IRESS's fact sheet
Slide 1: Source, select, submit. Simple.
Source, select, submit. Simple. Xplan Mortgage iress.com/xplan-mortgage
Slide 2: Tell me how it will help me
Tell me Xplan Mortgage combines both mortgage and protection sourcing on a The simple signposted advice process manages risk and frees up time to create more how it will single platform, allowing you to protect business opportunities. lives as part of the mortgage sale. It reduces the need to re-key
Slide 3: Xplan Mortgage keeps on getting better and better
Xplan Mortgage keeps on getting better and better.” Proactive Insurance & Mortgage Services Eligibility checking allows you to quickly and easily discover if your clients are eligible for a mortgage and the likelihood of application acceptance. The overpayment calculator shows how much clients can s
Slide 4: Can you draw a picture for me?
Can you draw a picture for me? Xplan Mortgage Understand Source Check Give Get decision Submit and track customer needs products eligibility advice in principle application Xplan Mortgage
Slide 5: Can you break it down for me?
Can you Mortgage Sourcing • Full mortgage sourcing available including Protection Sourcing • Accurate, whole-of-market sourcing with access break • residential, second charge, enhanced buy-to-let and secured loans. Instant online access to the latest lender data, • to the widest range of products an
Slide 6: Client Relationship Management (CRM) Client Portal
Client Relationship Management (CRM) • A range of management reports and dashboards to monitor business performance. • Configurable mortgage suitability and protection demands and needs letters. • Track client information in client notes. • Search capability to identify clients for potential cross-s
Slide 7: Give me five reasons why I should use it
Give me five reasons 1 Powerful Accurate whole of market why I should use it sourcing for mortgage and protection. 2 Reassurance Trusted and accurate, uses the same data as Trigold and The Exchange. 3 Multi-device Multi-user capability with 24/7 online access from any device or browser. 4 Cost effec
Slide 8: What about service and support?
BR401018 v1 What about service and support? We understand providing great service and support goes hand-in-hand with delivering great software. We pride ourselves on our thorough and timely implementations, reliable and scalable hosting services, robust back-up and recovery procedures, and ISO/IEC c