We have introduced new functionality into XPLAN Mortgage which allows you to perform eligibility checks on your clients. Eligibility is a third party service offered by HD Decisions who are part of the Experian group. The service provides:
A soft credit search will be carried out and this will need to be communicated to your client along with other important information detailed in the eligibility disclaimer which will be displayed prior to you performing an eligibility check.
This will not result in any additional cost to your current monthly licence fee, however please note there is a charge for any eligibility checks carried out, therefore you will be charged per search. £2 for a sole client and £3 for a joint client.
As a result of this change, and in order to use Eligibility you will need to adhere to the Experian terms and conditions. These can be viewed here
As an Xplan Mortgage user, you can now register to access the Iress Community — a single source of software information including searchable help and real-time updates. It also includes access to software experts, plus hints and tips from other users.
Registration is included as part of your licence and can be completed using the following three steps:
We look forward to seeing you in the Community.
IF YOU HAVE SIGNED A SERVICE ORDER WITH IRESS IN RELATION TO XPLAN MORTGAGE THEN THE TERMS BELOW DO NOT APPLY TO YOU AND CAN BE IGNORED - CLICKING ‘OK’ WILL NOT IMPACT THE SERVICE ORDER ALREADY IN PLACE BETWEEN YOU/ YOUR FIRM AND IRESS.
If you pay your licence fee for Trigold, then this licence fee will also include your use of
Xplan Mortgage in accordance with these standard terms.
If your Trigold licence fees are paid for by the firm or network that you represent
(rather than by you individually), then these standard terms will apply to your firm's use of Xplan Mortgage.
By clicking OK and using Xplan Mortgage you are agreeing to the above. If you have
any queries in relation to these terms please contact sourcing@iress.com.
We are delighted to welcome you to Xplan Mortgage!
It is everything you know and love
about Trigold.
With a cherry on top! ;)