Mortgage qualification and research tools for loans and risk management.
IRESS understands the unique requirements of the mortgage broking industry and our XPLAN Debt Qualifier solution offers complete mortgage qualification and research tools for loans and risk management.
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XPLAN Debt Qualifier supports large or small businesses, and delivers leading edge mortgage qualification and analytics tools for mortgage brokers and wealth management professionals.
Tailor the research to the situation.
XPLAN Debt Qualifier offers tools to create quick estimates that meet basic client requirements, and more comprehensive functionality to support configuring a precise list of suitable mortgage products based on detailed client information and loan requirements.
End-to-end workflow.
Seamless integratation with the XPLAN Client Focus, eApplications and CommPay modules means you can analyse a client's requirements, recommend and apply for a mortgage product, and manage adviser commissions, all in one continuous workflow.
Transparent home loan advice.
With the XPLAN Debt Qualifier integrated into the statement of advice process, you produce a compliant SOA outlining the basis for your mortgage advice.
IRESS has no lender or aggregator affiliations.
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Features
- Single-point loans and risk management
- Seamless client data access
- Advanced qualification tools
- Online loan submissions
- Client-centric product comparison reports
- Latest rate and product data, and lender documents
- Effortless Statement of Advice integration
Product: XPLAN Debt Qualifier
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"All the tools you need for loans and risk management."
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