Iress

Trigold Prospector – powerful, accurate whole of market mortgage sourcing 

• Used by over 15,000 mortgage intermediaries – it’s effectively the industry standard
• Online service for faster applications
• Additional features for loans, insurance and conveyancing

This is available through TMA at £21 + VAT per license.

The Exchange – making it easier to advise on and sell protection

The Exchange is the UK’s market-leading quote and apply portal for financial professionals. It makes finding and applying for the right protection products easy – saving time and reducing the cost of advice.The Exchange provides the ability to research, quote and compare clients’ protection and retirement needs quickly and easily. It generates real-time quotes in seconds and applications are automatically pre-populated with client data—so it’s easy to apply online at the touch of a button.

• The UK’s most established quote comparison and transaction software for financial professionals
• Extensive market coverage, including all of the UK’s major providers and 38,000 users
• Comprehensive range of products for protection, annuities and equity release
• Enter client data only once – no rekeying, applications are pre-populated at the touch of a button
• Real time, accurate quotes, automatically comparing single against multi-benefit products on a single screen
• Save time and increase sales, quote for up to five protection benefits at once
• The UK’s longest-established portal with service availability of 99.95%
• Unlimited 24/7 access, with an extensive range of support tools.

Exchange – £8 per licence +VAT  

Web solutions – attract new clients and grow your business digitally

Designed to deliver an off the shelf digital presence for you and your customers in a modern and modular way allowing you to cost effectively build your brand in a digital environment.

Their aim is to help provide the ability to service new and existing clients through new digital channels and connect securely with your clients.

Features

• Accurate whole of market mortgage data for both intermediary and direct products; powered by Trigold
• Ability to panel manage, enabling you to mirror your compliance set up
• Colour theming to match your brand
• Secure, reliable lead information delivered directly to you
• Seamlessly integrates lead information into Xplan and Xplan Mortgage

Benefits

• Engage your clients with comprehensive mortgage information, quickly, easily and cost effectively
• Differentiate your business and generate leads through the comparison tools
• They’re multi device, multi browser for today’s ever connected users
• Enhance your clients online experience with compelling tools; get them to stay longer
• A range of options that cover all budgets and all with great capabilities

Template Website – £46 per month +VAT

XPLAN Mortgage – everything you need to complete mortgage cases online

They built Xplan Mortgage for anyone who wants to deliver a more streamlined mortgage experience. It’s an easier way to research, recommend and apply for mortgages and protection on behalf of your clients.

Source the right mortgage and protection for your clients. Then manage the complete mortgage process, sales and client relationships from one easy to use digital platform.
• Automatically source protection as part of the mortgage journey, in one solution, without switching between software
• Instant online access to software that’s constantly updated and accessible 24/7 from any device or browser
• Built from the same data and extensive mortgage coverage as Iress’ Trigold & The Exchange
• A simple guided advice process, which includes an eligibility service to help determine if clients will be accepted for a mortgage
• Ideal for remote working, collaborate easily and effectively with your team
• Your own branded client portal. Stay in touch with your clients through secure two-way communication, document sharing and digital signatures
• Cost-effective, low-cost monthly subscription, plus training and support.