Julian Harris Network has partnered with financial technology business IRESS and will roll out IRESS’ integrated mortgage and protection sourcing software, XPLAN Mortgage, for all its 132 mortgage advisers.
The network said it wants to streamline and simplify processes, making life easier for its advisers and providing improved oversight. XPLAN Mortgage has been adopted for an initial five-year term.
Dave Miller, general executive manager, commercial, IRESS, said: “We’re excited to be working with Julian Harris as it continues to grow.
“The network identified the key to profitable growth is in the provision of an efficient service that delivers a delightful customer experience.
“For this to happen, the technology solution Julian Harris required was one that could evidence superior levels of connectivity, reliability and better access to a wide variety of accurate mortgage and protection data. On that basis, we’re delighted that IRESS won out in a competitive tender.”
Helen Harris, director, Julian Harris, said: “A key decision factor for Julian Harris in choosing IRESS was the need for a single, seamless sales process, supported by reliable and consistent data.
“Being able to integrate with our new bespoke CRM system and the efficiency and accuracy benefits this brings was absolutely vital in selecting our technology partner at this key time for our business.
“We have ambitious growth plans, building on our success to date and IRESS has clearly demonstrated the ability to support us as we go from strength to strength.”
Julian Harris member, Ed Payne of Clifton Mortgages, added: “I rely on accurate and detailed data to ensure I give my customers the best advice possible.
“Over the years I have found IRESS to have the most accurate and up to date product data, coupled with intuitive, easy to use systems which enables me to focus my time and attention on my clients.
“Any advancement in integration and automation should be welcomed as it increases efficiency and accuracy and reduces the possibility of incorrect rekeying of data. It’s great to hear that IRESS is working to make our lives easier so we can write more business whilst also reducing risk.”
It includes integrated mortgage and protection sourcing as well as eligibility functionality, which IRESS said will improve processes by replacing the network’s current requirement for all clients to provide credit files up front and enabling pre-qualification for a mortgage offer early in the advice process.
With XPLAN Mortgage an indicative decision in principle does not leave a ‘hard’ credit footprint, before the application proceeds.
XPLAN Mortgage has the ability to return a protection quote at the same time as a mortgage quote.
The implementation will also see XPLAN Mortgage integrated to the network’s own CRM solution, allowing the seamless transfer of data; saving time by reducing duplication of data entry and increasing accuracy.