![]() ![]() Renowned to leveraging skills in financial planning strategy with advanced XPLAN knowledge, coding and HTML to build reliable sound solutions and leadership. Xplan is fully hosted, web-based software and ISO/ IEC 27001 security certified, ensuring your data is secure. Further, possess a talent for developing a training and integration program that will allow a new user of the software program to move from basic knowledge through to advanced skills or to take a business from using xplan as a basic CRM to running a fully integrated paperless office within a timely fashion. Create Account Returning Customers Please log in to your account. ![]() Contact your local Ford, Lincoln or Mercury dealer for details and a copy of the limited warranty. My Account My Account New Customers If you don't have an account, please proceed by clicking the following button to continue first-time registration. Also renowned for building relationships with business practices and their staff.Īs a financial planning software professional, Jessica possess broad expertise in the XPLAN software program within all modules, financial planning strategies, face-to-face and online training and with the ability and skill set to provide innovative, enthusiastic and forward thinking leadership in a team environment. Genuine Ford Accessories will be warranted for whichever provides you the greatest benefit: 12 months or 12,000 miles (whichever occurs first) or the remainder of your Bumper-to-Bumper 3-year/36,000-mile New Vehicles Warranty. ![]() Capable of formulating strategies that create efficiencies through software, aligning business processes with software solutions. You can choose to include your practice-specific client login link and a prompt to remind your client to log. The New Vehicle Purchase Program (X-Plan) also known as the Partner Recognition Program, is offered by Ford Motor Company and Lincoln Motor. MSO powers 1 in 4 UK mortgages.Jessica Lamb is a dynamic and results driven professional with thirteen years’ experience in XPLAN and 10 years in software integration. By providing a transparent and paperless workflow, mortgage applications can be processed quickly and efficiently. Discount Vehicles for X-Plan Partner Companies and Organizations An eligible Partner Recognition employee or retiree may generate up to two (2) PINs per calendar year to be used towards the purchase/lease of a new vehicle for themselves or members of their households. Accessible 24/7 from any device or browser.įind out more Mortgage Sales and Originations (MSO)įor mortgage lenders, Iress' multi-channel mortgage processing software solutions make it easy to manage mortgage transactions from initial application to payment and every step in between. We will be running webinar sessions to go over how Clime Direct works and how you. Xplan Mortgage will save you significant time, help reduce compliance errors, and give you easy access to all the information you need for your clients. Practice principals will receive login details by Monday 14th September. Xplan Mortgage sources the same data as Trigold, while integrating with The Exchange, Knowledge Bank and Lender Connect so you can seamlessly source quotes, research criteria and apply without rekeying or switching screens. Get moving with Xplan Mortgage, our end-to-end mortgage and protection software platform. Iress offers a comprehensive range of client and practice management solutions for financial services professionals from a complete CRM system to specialist wealth management software. ![]()
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