Iress and Julian Harris extend partnership

Iress has announced that Julian Harris Network has renewed its contract for Iress sourcing products, Xplan Mortgage and The Exchange, for an additional three years.

As part of the renewal, Julian Harris will launch the client portal and advice modules in Xplan Mortgage to its advice network.

The renewal covers around 100 advisers across the UK and will extend the network’s initial five-year contract with fintech firm Iress.

Under the agreement, all network advisers will use Xplan Mortgage and The Exchange to source their customers’ mortgages, protection, and annuity products.

Iress managing director sourcing, Jennifer Rafferty, said the extension of its partnership with Julian Harris Network is a “testament to the strength of our relationship” and the “flexibility and scalability” of its sourcing software.

“Xplan Mortgage and The Exchange offer a powerful combination of mortgage, protection, and annuity products,” Rafferty said. “They will be integral to helping Julian Harris Network drive growth over the next three years.”

Julian Harris Network CEO, Julian Harris, added: “We have used Xplan Mortgage and its predecessors for decades and regard them as the industry’s leading sourcing system for mortgages and protection.

“The addition of the client portal and advice module, which we are launching to our members this month, will give our members a smooth advisory recording process and the best products for clients, selected from the whole of the marketplace.”



Share Story:

Recent Stories


FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.


The UK housing market in 2024
The performance of the UK housing market in 2024 has largely exceeded many people's expectations, although challenges remain for first-time buyers due to house prices increasing and a testing rental market for many. Regional disparities, such as the North-South divide, also continue to influence housing accessibility and affordability for many buyers in pockets of the country.

Intergenerational lending
MoneyAge News Editor, Michael Griffiths, hosts Family Building Society BDMs, Amar Mashru and Arif Kara, to discuss intergenerational lending and explore ways that buyers can use family income to help increase their borrowing capacity when applying for a mortgage

Helping landlords make their cash work harder
MoneyAge Editor, Adam Cadle, talks to Family Building Society BDMs, Arif Kara and Nathan Waller, about the resilient BTL market, the wide variety of landlords that Family Building Society caters for, and how niche products like an Offset mortgage can help improve cashflow.