webinar register page

Webinar banner
Xplan Mortgage - advice & CRM training
An in-depth look at the specific functionality to assist your processes (for those with access to the Advice and CRM modules).

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, Eligibility, Advice and CRM, Client Portal and Lender Connect
- Dashboard overview - tasks, cases and diary
- Create a client and case
- Full fact find
- Suitability letters
- Calculators
- Reports
- Audit trail

If you have any questions prior to the webinar, you are welcome to email us at sourcing@iress.com.
Please choose only one webinar to attend.
Time shows in
Webinar logo
* Required information

By registering, I agree to the Privacy Statement and Terms of Service.