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Xplan Mortgage - scenario-based training
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 sourcingadoption@iress.com.
Please choose only one webinar to attend.
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