---
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
**Vendor:** IRESS  
**Category:** [Brokerage Management Software](https://www.g2.com/categories/brokerage-management)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 2
## About XPLAN Mortgage
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.




## XPLAN Mortgage Reviews
  ### 1. Xplan review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 29, 2019

**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. 

**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.

**Recommendations to others considering XPLAN Mortgage:**

Easy to use...straight forward software 

**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. 


## XPLAN Mortgage Discussions
  - [What is XPLAN Mortgage used for?](https://www.g2.com/discussions/what-is-xplan-mortgage-used-for)

- [View XPLAN Mortgage pricing details and edition comparison](https://www.g2.com/products/xplan-mortgage/reviews?filters%5Bnps_score%5D%5B%5D=5&section=pricing&secure%5Bexpires_at%5D=2026-08-14+00%3A12%3A34+-0500&secure%5Bsession_id%5D=3b074621-b0f2-4040-b491-d324888f3072&secure%5Btoken%5D=ce1090230dfb17d383a3ccc18b32280075f04786806a064c6b84091a547b3bbe&format=llm_user)

## XPLAN Mortgage Features
**Agent Effectiveness**
- Market Intelligence
- Pipeline Management
- Real-Estate Specific RM

**Operations**
- Transaction Management
- Financial Management
- Real Estate Software Integration
- Back Office Automation
- Commissions Management
- Compliance Checks

**Agentic AI - Brokerage Management**
- Multi-step Planning
- Cross-system Integration
- Decision Making

## Top XPLAN Mortgage Alternatives
  - [BoldTrail](https://www.g2.com/products/boldtrail/reviews) - 4.5/5.0 (1,494 reviews)
  - [dotloop](https://www.g2.com/products/dotloop/reviews) - 4.3/5.0 (172 reviews)
  - [BoldTrail BackOffice](https://www.g2.com/products/boldtrail-backoffice/reviews) - 4.3/5.0 (171 reviews)