IRES has announced the release of the Advice Module, the latest addition to its XPLAN Mortgage solution.
The firm claims the new Advice Module contains all the core functions required for the mortgage advice process. This latest addition to XPLAN Mortgage is an extension to the Mortgage Sourcing (Trigold) Module, providing added functionality which enables advisers to gather all relevant information and manage each individual case in a single, connected system.
Key additions include a dashboard summary of the case, client and activity and the generation of the record of suitability, enabling the adviser and consumer to track and understand the advice given.
The release of the Advice Module follows the launch of XPLAN Mortgage in July 2015.
Andrew Simon, executive general product manager at IRESS, said: “We are dedicated to continually strengthening our products to give advisers the functionality they need to run their businesses. They told us they wanted efficient and accessible solutions available anywhere and on any device. And, this is precisely what our new XPLAN Mortgage product delivers.
“The new Advice Module works seamlessly with the existing Sourcing Module to give intermediaries the flexibility of anytime, anywhere access to clients’ cases and mortgage sourcing. Its dashboard summary eases the ever increasing burden of compliance, enabling advisers to dedicate more time to actually advising their clients rather than administrative tasks. As a result the mortgage advice process is made simpler, easier and more efficient.”
