--- title: XPLAN Mortgage Reviews meta\_title: 'XPLAN Mortgage Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter reviews by the users' company size, role or industry to find out how XPLAN Mortgage works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 2 scale: '5' date\_modified: '2026-08-06' parent\_category: name: Real Estate url: https://www.g2.com/categories/real-estate --- # XPLAN Mortgage Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by XPLAN Mortgage but has limited features. Are you part of the XPLAN Mortgage team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! A modular mortgage sourcing platform for intermediaries. Xplan Mortgage (XPM) is an intuitive, cloud-based platform that brings mortgage advice, mortgage sourcing, protection sourcing and CRM together into one seamless journey. By reducing admin and streamlining processes, XPM helps you deliver stronger outcomes with less effort, while giving your business the modern capability it needs to move forward. * * * Seller [IRESS](https://www.g2.com/sellers/iress) Discussions [XPLAN Mortgage Community](https://www.g2.com/products/xplan-mortgage/discuss) Overview by Nicky Woodman Show More ## Top-Rated Alternatives [ ![BoldTrail](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "BoldTrail") BoldTrail 4.5/5(1,554) ](https://www.g2.com/products/boldtrail/reviews) [ ![dotloop](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "dotloop") dotloop 4.3/5(176) ](https://www.g2.com/products/dotloop/reviews) [ ![BoldTrail BackOffice](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "BoldTrail BackOffice") BoldTrail BackOffice 4.3/5(176) ](https://www.g2.com/products/boldtrail-backoffice/reviews) [ View All Alternatives ](https://www.g2.com/products/xplan-mortgage/competitors/alternatives) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") CF Verified User in Financial Services Small-Business (50 or fewer emp.) 10/29/2019 "Xplan review" 5/5 What do you like best about XPLAN Mortgage? Very easy to use and straightforward software. I have also got 'the exchange' which is for the protection quote. This is also very easy to use. The illustrations and product list are automatically saved. The system automatically produces the case requirements and there is option to add notes and additional documents too. Easy to add different sets of broker fees and create an illustration. The filters are excellent and very helpful in identifying the most suitable product for the client. Review collected by and hosted on G2.com. What do you dislike about XPLAN Mortgage? Preferences questions might affect the sourcing results. Selecting wrong preference options can cause some lenders disappear from the sourcing results. Review collected by and hosted on G2.com. Recommendations to others considering XPLAN Mortgage: Easy to use...straight forward software Review collected by and hosted on G2.com. What problems is XPLAN Mortgage solving and how is that benefiting you? Very easy to create clients and cases and requirements for each clients. Easy to add different sets of broker fees and create an illustration. The filters are excellent and very helpful in identifying the most suitable product for the client. There is also an efficient inbuilt to create suitability letters which is really a time saving tool. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite JB Jose B. Market Manager Mid-Market (51-1000 emp.) 12/21/2018 "effective and reasonable cost" 4/5 What do you like best about XPLAN Mortgage? It is very easy to use and makes it simple, and it is not very expensive. Now it is cloud-based and allows you to run your entire enterprise in one package. Review collected by and hosted on G2.com. What do you dislike about XPLAN Mortgage? It can sometimes be difficult to use. The format does not allow for easy analysis. Review collected by and hosted on G2.com. What problems is XPLAN Mortgage solving and how is that benefiting you? It makes my life easier when scheduling a bunch of showings. Review collected by and hosted on G2.com. Show More 12/26/2018 Validated ReviewerSource: Seller invite ### There are not enough reviews of XPLAN Mortgage for G2 to provide buying insight. 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