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Xplan Mortgage - back to basics
Designed for existing users, providing an overview and demo of the software and services available. This webinar will cover:

Overview of dashboard (including settings)
Quick Quote
Create a new client
Create a fact find
Mortgage sourcing - purchase, remortgage, BTL
Protection sourcing - including Multi benefit/Multi Policy and how to apply
Module overview - what’s available

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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