Skip to main content



When it comes to mortgage software, Iress are experts. They design, develop and deliver unified software solutions that help make mortgage professionals more efficient and more profitable. It’s why some of the world’s most iconic financial services brands choose to partner with them.

Iress are best known for the leading solutions Trigold Prospector and Xplan Mortgage – the modular advice and sourcing software solution that’s revolutionising the way mortgage brokers do their business. But you might also have heard about The Exchange, it is the UK’s market-leading quote and apply portal for financial professionals. It makes finding and applying for the right products easy – saving time and reducing the cost of advice.

You might also have heard about their exceptional service and support, because Iress really do put their clients first. It’s why you can rely on them to deliver real outcomes for your business and your clients.


Trigold Prospector – powerful, accurate whole of market mortgage sourcing 

  • Used by over 15,000 mortgage intermediaries – it’s effectively the industry standard
  • Online service for faster applications
  • Additional features for loans, insurance and conveyancing

This is available through TMA at £21 + VAT per license.

The Exchange – making it easier to advise on and sell protection

    The Exchange is the UK’s market-leading quote and apply portal for financial professionals. It makes finding and applying for the right protection products easy – saving time and reducing the cost of advice.The Exchange provides the ability to research, quote and compare clients’ protection and retirement needs quickly and easily. It generates real-time quotes in seconds and applications are automatically pre-populated with client data—so it’s easy to apply online at the touch of a button.
  • The UK’s most established quote comparison and transaction software for financial professionals
  • Extensive market coverage, including all of the UK’s major providers and 38,000 users
  • Comprehensive range of products for protection, annuities and equity release
  • Enter client data only once – no rekeying, applications are pre-populated at the touch of a button
  • Real time, accurate quotes, automatically comparing single against multi-benefit products on a single screen
  • Save time and increase sales, quote for up to five protection benefits at once
  • The UK’s longest-established portal with service availability of 99.95%
  • Unlimited 24/7 access, with an extensive range of support tools.

Exchange – £8 per licence +VAT  

The Exchange

Web solutions – attract new clients and grow your business digitally

    Designed to deliver an off the shelf digital presence for you and your customers in a modern and modular way allowing you to cost effectively build your brand in a digital environment.
    Their aim is to help provide the ability to service new and existing clients through new digital channels and connect securely with your clients.


  • Accurate whole of market mortgage data for both intermediary and direct products; powered by Trigold
  • Ability to panel manage, enabling you to mirror your compliance set up
  • Colour theming to match your brand
  • Secure, reliable lead information delivered directly to you
  • Seamlessly integrates lead information into Xplan and Xplan Mortgage


  • Engage your clients with comprehensive mortgage information, quickly, easily and cost effectively
  • Differentiate your business and generate leads through the comparison tools
  • They’re multi device, multi browser for today’s ever connected users
  • Enhance your clients online experience with compelling tools; get them to stay longer
  • A range of options that cover all budgets and all with great capabilities

Template Website – £46 per month +VAT

Website templates

XPLAN Mortgage – everything you need to complete mortgage cases online

    They built Xplan Mortgage for anyone who wants to deliver a more streamlined mortgage experience. It’s an easier way to research, recommend and apply for mortgages and protection on behalf of your clients.
    Source the right mortgage and protection for your clients. Then manage the complete mortgage process, sales and client relationships from one easy to use digital platform.

  • Automatically source protection as part of the mortgage journey, in one solution, without switching between software
  • Instant online access to software that’s constantly updated and accessible 24/7 from any device or browser
  • Built from the same data and extensive mortgage coverage as Iress’ Trigold & The Exchange
  • A simple guided advice process, which includes an eligibility service to help determine if clients will be accepted for a mortgage
  • Ideal for remote working, collaborate easily and effectively with your team
  • Your own branded client portal. Stay in touch with your clients through secure two-way communication, document sharing and digital signatures
  • Cost-effective, low-cost monthly subscription, plus training and support.

To order a XPLAN Mortgage licence at a discounted rate of £21+VAT through TMA, please fill in this Order Form if you are a one man band or the first adviser in your firm using XPLAN.

However if you are an additional adviser in a firm already registered to have XPLAN please fill out the form here.

Once you have filled this out please scan and email this order form to

To have an XPLAN license and would also like to include the XPLAN Advice Module this will be and additional £4 + VAT.

Xplan Mortgage

Registration Process:

Contact details:

Join one of Iress’s free webinars where they’ll show you the software and answer your questions.

Website –

Contact Iress – email or speak to one of their team on 0345 0530490.

Follow Iress on Twitter @iressUK for daily mortgage industry news and insight.

Get in touch with us today.

Need criteria support? Contact the experts on our Broker Support Team.