XPLAN is proven to save hours of time and drive efficiency across every element of the advice process.

  • Switch to a leading system, unrivalled in functionality and support
  • Connect with an extensive range of providers for fast valuations, quotes and transactions
  • Stay compliant with automated audit trails and easy to generate reports
  • Deliver greater value to your clients with engaging advice tools and secure online access






For more details of functionality, benefits and how XPLAN can help transform your business, please download the factsheet. Alternatively click on the 'book a demo' button below for a free, no obligation walk-through of the software.


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Mortgage Adviser?


XPLAN Mortgage is a modular sourcing and advice platform, which transitions seamlessly from fact find to online sourcing and application. 







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