4/29/2023 0 Comments Xplan mortgageWhat’s more, filling out a paper form isn’t a great onboarding experience for new clients who have come to expect seamless digital journeys from service providers. This double handling of information introduces the risk of data entry errors and eats up hours of your valuable time each week that could be better spent generating new business or servicing your existing clients. If information is found to be missing, you have to contact the client and then wait for them to fax or mail it through before you can manually enter it into Xplan. Like many specialties in complex regulated industries, financial advisers have traditionally been hampered by inefficient administrative and compliance processes.Įven in the digital age, it’s standard during fact finds for clients to provide pages of hand-written information that must then be reviewed and entered into Xplan or another software system. The more clients you can assist to achieve their financial goals, the greater the cash flow to your business. Clicking Add Comparison Requirement opens up the Filters screen allowing you to change the values and then creates a copy rather than amending the original values so you are able to compare.The success of your financial advice practice hinges on its efficiency. You do this via the drop down option on the Filters button. This is the same concept as the multitabs in Trigold Prospector. Add Comparison Source/Requirement You can add a comparison requirement to source against. Once you have set your relevant filters click Source and your results will be refreshed 2.1. ![]() Then the Filters tab enables you to set such values as filtering to a particular lender, including direct products, including/excluding exclusive products. Using the left-hand menu you can move through the screens from Loan Details, to Product Features where you can select if you client is looking for cashback for example or to make overpayments. Filters At the top of the sourcing grid you will see a button for Filters, clicking this button launches the filters screen This allows you to amend key filters for sourcing. The product viewer shows the rates associated with the product and then if you click Show Fees in the bottom righthand corner it flips to show you all of the related fees associted with the product and when these have to be paid MayĤ 2.1. If you don t see it then double click on a product row and it will display. This will display dependant on your resolution. On the right hand side of the screen you will see the Product Viewer panel. At the top of the grid you can see the number of products that have matched against the filters you have entered, along with a button to move to you to the next 50 results 4. For example sorting on the Total to Pay over a defined period 3. You then have the main grid with your results, which you can sort on each of the columns. ![]() At the top of the sourcing screen you will always see the requirement you are sourcing for 2. Further information about XPLAN Mortgage can be found here: Sourcing 1. Introduction This guide is designed to take you through the main sourcing screen within the Trigold Sourcing module of XPLAN Mortgage.
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