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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.
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