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Xplan Hub

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HEAS: another way to access equity from the home

lana.graham

Xplan Product

2 years ago

Since 1 July 2019, eligible income support pensioners can top their pension up to 150% of the maximum age pension by drawing down a loan that’s secured against their home. Or any other property they ...

Updated 1 year ago

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Xplan Product

Joined 14 November 2023

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primrose.foster

Advisely Team

2 years ago

Thanks lana.graham for sharing this!

Not another outsourcing article

If you've seen one outsourcing tips article, you've seen them all – this isn't that.

dela.dzadey

10 months ago

643Views

2likes

4Comments

🤓Xplan Hint: Link to another Xplan page

Did you know you can add hyperlinks to another page in Xplan? This is useful if you want to direct users in Xplan to another client or wizard page. One example is if you want to direct a user to th...

kenny.foo

2 months ago

29Views

1like

0Comments

Xplan Client Access Temp Passwords

Is there an underlying Client Access password default expiry timeframe even if not added in Settings? We have a number of clients unable to access getting the message "incorrect username or password"...

dianne.preece.0

9 months ago

48Views

1like

2Comments

Settings for client access to emails saved as Doc Notes

Does anyone know if or how I can change the standard setting in the client email template so that: Client Access = No At the moment the default is set to yes (as screen shot below) ...

rebekah.young

6 months ago

82Views

1like

3Comments