This revolutionary integration changes this, by incorporating the lenders’ criteria stance into the product sourcing results, immediately shortlisting a more accurate selection of lenders. For example, specific property types, or the client’s employment or financial history. The product sourcing results alone will not tell you whether a lender will accept a client due to their criteria circumstances. The products available are only a part of the information a broker requires when looking for the best outcome to suit their client needs. This is dramatically different to other systems where brokers still need either separate logins, or to conduct searches on two separate parts of the system. The system will then display results detailing the lenders who will accept the client based on both the products available and the criteria circumstances. This collaboration between the two independent companies brings together the best of breed with regards to both product and criteria.įor the first time ever, brokers using Iress’ Xplan software, will be able, to input their clients’ requirements only once, via a single login. Knowledge Bank, the UK’s largest mortgage criteria search system, teamed up with, Iress, in April 2020 to provide a level of integration, but today’s move takes this to a whole new level.
Read More: E2X | A Future-Ready Platform Working Via Ethereum DApp And Generate Consistent Rewards Once the plan has been selected, the information from Xplan will automatically be entered into the Wizard as plan details.Through a single search, brokers will be able to find the exact lender to suit their clients’ needs from both a product and criteria perspective, saving time and effort. (Please note, if any of these data entries haven't been inputted into the Xplan plan, then that data field will be automatically removed from this drop down answer). All this information displaying about the plan will make it easier to distinguish which plan to select. The answers in this drop down are taken from the linked Xplan account and are formatted in the following way: Client Name or Joint (if multiple clients have been identified from the Xplan data), Plan Type, Provider and Policy Number. The second is a question is 'Select Xplan Plan' this is a drop down question where the user will select the relevant plan from Xplan. The first question is 'Use Xplan Plan Data?', which is automatically defaulted to 'Yes' (if this is answered 'No', then the user will be able to complete the plan as normal with no plan details pulling through). If the Xplan integration with the Suitability application has been successfully set up, and there are mortgage plans that exist in Xplan for this client, on the 'Mortgage Plans' page there will be two (new) questions at the top of the 'Plan Builder' section.
Modified on: Mon, 19 Oct, 2020 at 3:53 PMĪfter ATEB Suitability's integration with Xplan has been set up, on the 'Getting Started' page, in the 'Report Details' tab, under the question, 'Please select which advice areas you wish to include in this report:', the option of 'Mortgage Advice' should be selected. Solution home Integration FAQ Xplan (iress) Xplan Integration - Mortgage Plans
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