A look into specific scenarios for mortgage and protection advisers.
We would suggest considering the ‘Xplan Mortgage - back to basics’ and ‘Xplan Mortgage - Advanced’ webinar before attending this session.
The session will cover the following:
- Sourcing, Protection and Eligibility modules
- Dashboard overview
- Quick Quote
- Scenario based training
- Client summary screen
- Lender Connect
If you have any questions prior to the webinar, you are welcome to email us at email@example.com.